Xodox

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Customizations with Xodox

Xodox enables you to shape your project management environment for maximum efficiency and success.

With Xodox, you can create a customized project management system that fits seamlessly into your existing processes, improving productivity, collaboration, and overall project performance.

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Personalize Your Project Workflows

One of the key benefits of using Xodox is the ability to customize your workflows to match the way your team works best. Whether you’re following Agile, Waterfall, or a hybrid methodology, you can adjust Xodox’s tools to create a smooth, streamlined workflow that enhances productivity.

Custom Fields & Forms for Enhanced Project Tracking

Track the information that matters most to your team with custom fields and forms. Xodox allows you to tailor your project tracking system by adding fields specific to your projects, such as client information, budget tracking, or priority levels.

  • Custom Fields: Add any data fields to your tasks, projects, or tickets—such as dates, numbers, dropdowns, or text fields—so you can track what’s relevant to your team.
  • Personalized Forms: Create project intake forms or client request forms with custom fields to gather the exact information needed to kick off your projects.
  • Enhanced Reporting: Collect custom data and use it to generate more targeted, insightful reports.

Tailor User Permissions and Roles

Every team has different needs when it comes to access and permissions, and Xodox lets you customize user roles and permissions to ensure the right people have access to the right information. Whether you’re managing sensitive data, creating client-facing reports, or working with external contractors, you can set up a system that keeps everything secure and organized.

  • Define Roles: Create custom roles for your team members with varying levels of access and control, ensuring they only see what’s relevant to them.
  • Set Permissions: Control who can view, edit, or delete tasks, projects, and documents, safeguarding your data while maintaining transparency.
  • Team Collaboration: Allow team members to collaborate with different permissions, from viewing to editing and commenting.

Customizable Reporting & Dashboards

The way you view and analyze your projects should be as unique as your team’s needs. Xodox offers fully customizable reporting and dashboards that allow you to track project metrics, performance, and team progress the way you want.

  • Custom Dashboards: Create personalized dashboards that show the metrics and KPIs that matter most to your team. Track tasks, progress, and deadlines in one convenient view.
  • Advanced Reporting: Design reports that can focus on specific project aspects such as task completion, budget tracking, or team performance.
  • Data Visualization: Use charts, graphs, and other visual aids to make complex data easier to understand and act upon.

Custom Branding for a Personalized Experience

Make Xodox feel like part of your company by adding custom branding to your platform. You can personalize the look and feel of your workspace to reflect your company’s brand, giving your team a familiar and consistent user experience.

  • Brand Your Workspace: Add your logo, brand colors, and personalized themes to give Xodox a tailored, cohesive look.
  • Custom URLs: Use your own domain for a more personalized experience and ensure that Xodox fits seamlessly into your company’s digital ecosystem.
  • Personalized Workspaces: Set up different workspaces for teams or departments with custom branding options that reflect your internal structures.

Key Features of Customizations

Custom Fields

Add unique fields to match your workflow.
Adjustable Dashboards

Set up dashboards with the information you need most.
Project Templates

Use templates to start projects instantly.
Custom Notifications

Get only the alerts you care about.

Why It Matters

Customizations ensure Xodox Projects adapts to you—not the other way around.

Success Stories from Happy Customers

Xodox CRM’s hierarchical organization has been a lifesaver for managing our corporate clients. Keeping track of parent-subsidiary relationships is now effortless!

Alex R.

Client Success Manager - Enterprise Hub Solutions
We’ve improved client retention by 40% thanks to Xodox CRM’s renewal tracking and proactive reminders. Highly recommend it!

Priya K.

Account Director - Healthcare Partners Ltd.
With all our account activities logged in one place, we’re delivering more personalized service than ever before. The custom account fields are a game-changer for us.

James T.

Sales VP - Global IT Innovations
he collaborative workflows in Xodox CRM have transformed how our teams handle key accounts. We’ve closed deals faster and built stronger client trust.

Emily H.

Operations Head - Green Energy Systems
Tracking revenue insights and upsell opportunities has never been this easy. Xodox CRM is the best tool for managing high-value accounts!

Liam P.

Sales Manager - Luxury Property Group

Simple Pricing, Powerful and Unlimited Features

Go Monthly
Xodox Project Features
$29
$
20
/Month
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 days free trial
Most Popular
Go Annually
Xodox Project Features
$259
$
220
/Year
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 days free trial

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