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Consolidate

by Consolidate Software · Since 1996
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ActiveAvailable globallyCloud
Quick facts
VendorConsolidate Software
Year launched1996
StatusActive
LocationMillennium Park 6, 6890 Lustenau
Countries servedGlobal
Languages2
Integrations1+
Free tier
Free trial
Contact salesYES

About Consolidate

Consolidate is a collaboration software from Consolidate Software designed for businesses to manage information and assign clear responsibilities. It provides AI tools, video meetings, and chat functionalities so teams can work together efficiently. The platform also includes collaborative document editing, making it easy to work on projects. Specifically tailored for the needs of mid-sized companies, Consolidate aims to ensure secure data handling and informed decision-making. By facilitating real-time communication and collaboration, it helps to align team efforts and improve productivity. Key capabilities: AI tools video conferencing chat features document collaboration secure data management Best for: mid-sized enterprises that need effective team collaboration and project management.

Consolidate by Consolidate Software GmbH & Co KG is a robust all-in-one business management platform that offers a notably integrated project management solution as part of its broader software ecosystem. Designed to streamline internal workflows and reduce inefficiencies caused by fragmented tools, Consolidate places a strong emphasis on unifying critical business functions such as Customer Relationship Management (CRM), Document Management System (DMS), Email, Intranet, and most notably, Project Management System (PMS). Its approach to project management is embedded within this interconnected framework, enabling users to view tasks, schedules, communications, customer data, and documentation in one cohesive environment. This integration results in a more comprehensive understanding of each project’s status and trajectory, fostering better coordination and quicker decision-making across teams. The platform is structured to provide centralized control, which is particularly beneficial for businesses aiming to reduce silos between departments. Each project-related activity within the PMS can be assigned a unique status, date, and responsible owner—an approach that promotes accountability and transparency throughout the project lifecycle.

Pros & Cons

What users like
  • +Comprehensive suite of applications that streamline data management and communication
  • +Well-structured user interface for quick navigation
  • +Flexible and customizable to business needs
  • +Automates routine tasks to increase productivity and reduce errors
  • +Effective management of customer data and activities
  • +Fast response times and competent customer support
  • +Easy data exchange and retrieval, aiding workflow efficiency
  • +Clear organization of information, making it simple to find relevant data
What users flag
  • Steep learning curve for Outlook users transitioning to Consolidate
  • Some functions and shortcuts are not intuitively visible
  • Certain features may require professional training for effective utilization
  • Some users feel that practical functions are too hidden
  • Limited marketing awareness, as some users were unaware of the platform before joining a company that uses it

Features

Key features

All-in-One Integrated Platform
Consolidate offers a single software solution that integrates CRM, DMS (Document Management System), PMS (Project Management System), E-Mail, and Intranet functionalities, centralizing all business information in one place. This eliminates the need for multiple disparate systems.
Centralized Information Management
The platform ensures all data, documents, emails, and appointments are stored centrally and accessible to authorized personnel, improving information flow and reducing the need for constant inquiries. This enhances collaboration and reduces information silos.
Highly Customizable
Consolidate software can be adapted to the specific processes and procedures of a company, ensuring it aligns with existing workflows rather than forcing businesses to change them. This provides flexibility and tailored solutions.
Seamless Teamwork and Collaboration
The system facilitates efficient teamwork across departments by providing access to shared documents, emails, and appointments, keeping everyone updated on project progress. This improves communication and coordination.
Structured Data Organization for Long-Term Access
Consolidate employs a method that ensures data remains easy to find and well-organized even after extended periods, addressing the challenge of long-term data retrieval. This improves data accessibility over time.
Clear Responsibilities and Traceable Workflows
The platform assigns a unique status, date, and owner to each activity, improving accountability and making workflows transparent and traceable for better quality control. This enhances process management and clarity.

Additional features

CRM (Customer Relationship Management)
Manages interactions and relationships with customers.
DMS (Document Management System)
Centralizes and organizes company documents.
PMS (Project Management System)
Provides tools for planning, executing, and tracking projects.
E-Mail Integration
Manages email communication within the platform.
Intranet
Offers an internal communication and collaboration network.
All Information in One Place
Centralizes all business data.
Well Organized in the Long Term
Ensures data is easily findable over time.
Highly Customizable
Adapts to company-specific processes.
Enterprise Security
Ensures data availability during staff changes or absences.
Seamless Teamwork
Facilitates collaboration across departments.
Access to Documents (with permission)
Authorized users can access shared documents.
Access to Emails (with permission)
Authorized users can access shared emails.
Access to Appointments (with permission)
Authorized users can access shared appointments.
Keeps Everyone Updated on Project Progress
Provides real-time updates on projects.
Reduces Flood of Information
Filters and organizes information effectively.
Gains Order and Time
Improves organization and saves time spent searching for information.
Reduces Calls and E-mails Due to Lack of Information
Makes information readily available.
On-Demand Information Availability
Users can access necessary information when needed.
Practically No Search Effort
Easy access to information minimizes search time.
Clear Responsibilities
Assigns ownership to tasks and activities.
Traceable Workflows
Tracks the progress and history of tasks.
Unique Status for Each Activity
Provides the current state of each task.
Unique Date for Each Activity
Records relevant dates for tasks.
Unique Owner for Each Activity
Identifies the person responsible for each task.
Assigning Tasks
Enables the assignment of responsibilities.
Prioritizing Tasks
Allows for the ranking of task importance.
Scheduling Tasks
Facilitates the planning of task timelines.
Assigning Emails
Enables the assignment of email-related tasks.
Prioritizing Emails
Allows for the ranking of email importance.
Scheduling Emails
Facilitates the planning of email-related activities.
Assigning Appointments
Enables the assignment of meeting responsibilities.
Prioritizing Appointments
Allows for the ranking of appointment importance.
Scheduling Appointments
Facilitates the planning of meeting times.
Central Management of All Data
Manages all data in one location.
Central Management of All Appointments
Manages all meetings in one location.
Central Management of All Projects
Manages all projects in one location.
Automatic Coordination
Streamlines coordination between team members.
More Concentrated Meetings
Improves meeting efficiency due to readily available information.
Better Communication
Enhances communication through centralized information access.
Mobile App
Offers mobile access to the platform.
Web App
Offers browser-based access to the platform.
Support Portal
Provides a platform for customer support.
Online Manual
Offers digital documentation for user guidance.
Remote Maintenance Tool (Win 64Bit)
Tool for remote technical support on Windows 64-bit systems.
Remote Maintenance Tool (other OS)
Tool for remote technical support on other operating systems.

Pricing

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Free version
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Countries & Languages

Global
Countries served
2
Interface languages
21
Billing currencies

Interface languages

EnglishGerman

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇸🇪SEK🇳🇿NZD🇰🇷KRW🇸🇬SGD🇭🇰HKD🇳🇴NOK🇩🇰DKK🇮🇳INR🇷🇺RUB🇲🇽MXN🇧🇷BRL🇿🇦ZAR🇹🇷TRY

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