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Celoxis, A Simple Review

by Scott Max
I'll offer two ways to find the tool, software or service you need, keep reading our breakdown and recommendations, or tell us about your business and the problem you are trying to solve and we will advise you for free!

So, you are considering Celoxis.

You’ll be wondering if it's a good choice for you, if its feature set compares well to other options on the market, and if it is priced affordably enough for what you get.

This article will break all that down for you and more. 

Plus, at the end of the article you’ll find links to alternatives to Celoxis as well as our top picks for the options in this category.

Or, just go straight to Our top picks for the Best Project management software

Without further ado, let’s get started.

Celoxis Features

Celoxis is an integrated and highly personalizable project management platform that provides a singular channel of truth for all enterprise project management problems. It offers real-time information on project status, finances and resource capacities, enabling prioritization and tradeoff decisions; with full visibility into business impact.

Here are some exclusive features of Celoxis:

Project Request Tracking: With Celoxis, you can aggregate project requests from various channels and prioritize them based on client profile or profit margin. Additionally, you can assess every project and ensure you have the required workforce for the job. Celoxis enables you to check the availability of your employees. So you don't assign high-priority tasks to already overworked team members.

Project Accounting: Celoxis provides real-time visibility into project budgets and profitability. You can use revenue forecasting, custom financial KPIs, plus profit and margin tracking to allocate the right funds and resources to the project. Additionally, Celoxis updates the project requirements continuously and updates the assigned personnel about the latest advancements.

Workflow Apps: Celoxis provides business management alongside project planning by enabling you to use built-in workflow apps that empower your business. You can recognize risks, identify bugs, create new routing rules and solve critical issues with custom workflows.

Resource Management: Celoxis allows you to analyze your business resources and allocate them smartly to ensure maximum availability to clients and projects. It offers capacity planning and instant overload alerts to alert you when a team member goes over the limit. With Celoxis, you can ensure that no one in your team stays underutilized.

Dynamic Dashboards and Reports: Celoxis consolidates data points and provides; an accurate depiction of your project proceedings in its dashboard. You can create custom drill-down charts to analyze hardly identifiable issues and solve them instantly. Additionally, you can personalize the dashboard widgets and layouts to give you complete freedom over your working process.

Team and Client Collaboration: Celoxis understands that productive teams and client relations add real value to the business. You can hold online discussions on projects; with your team members and engage clients on the client portal to ensure you manage the crucial facets of your business effortlessly.

Celoxis Pricing

Celoxis offers 2 Pricing options that cater your specific business requirements and help you expedite the project execution.

The "Cloud" plan is priced at $25/user/month and offers a 2GB file space per user. It requires a minimum of 5 users.

The "On Premise" plan is priced at $450/user and is billed: only once. You get free upgrades for a lifetime and support for 1 Year.

Celoxis Discount and Coupons

Celoxis offers discounts for Nonprofit organizations. Additionally, you can get a 10%, 15% and 20% upon Yearly, 2-Yearly and 3-Yearly billing, respectively, on the "Cloud" plan.

Celoxis Free Trial

Celoxis offers a 30 Day free trial for users without any buying obligations. You can use your business email to avail the offer as Celoxis doesn't allow free email providers like Gmail or Hotmail.

Celoxis, A short how-to guide

Once you login to your Celoxis account, you'll be redirected to the "Dashboard" section. It's your source of real-time status and information about your work items. You can set up the dashboard with predefined reports and populate the account with data. Any view you see in Celoxis is a report. It reduces your learning curve and boosts user adoption.

For any Report, you can customize columns or group them; using the column picker. It avoids creating several report definitions for users. You can also limit the data presented in the report by using dynamic filters. Inside the dashboard, you can clearly see the tasks, bugs, dues and discussions. Hover over any element to bring up a three-line menu that lets you perform quick actions on it.

The leftmost side hosts the main menu bar, which is crucial for navigating through Celoxis. Click on "Projects" to see the ongoing and past projects. Here, you can view which team or department is in-charge of the project and their work status.

Click on "Discussions" to open the collaborative channel inside Celoxis. Here, you can interact regards project technicalities with your clients or team members. Click on "Resource Load" to see how a project affects your business. You can assign the right resources or create budgets for projects within this section.

Click on the "Profile" icon at topright corner to update your account settings. As an admin, you can change your subscription plan from this section.

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