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Apptivo

 81 ratings CRM

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 47 ratings Legal
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About Apptivo

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing to billing & support, and everything in between. With Apptivo there is no per-app pricing, get access to the entire platform starting at just $10 monthly per user. Whether you use Apptivo for a single app, or to manage your entire business, it will deliver incredible value to the entire organization.

Our apps cover the complete customer lifecycle:

  • Marketing - Create targeted lists of contacts, build & deliver email campaigns, and track analytics.
  • Sales - Complete CRM capability with robust contact management, sales pipeline, automation, and reporting.
  • Help Desk - A powerful ticketing system with email integration, web portal, and time tracking.
  • Project Management - Manage project schedules via Gantt charts, track time & milestones, and invoice for effort spent.
  • Field Service - Work order assignment & dispatching, mobile photo, time, and materials capture, and billing.
  • Quoting & Billing - Build professional quotes & email them to your customer with integrated billing & recurring invoice capabilities.
  • Order Management - Turn quotes into orders, track inventory & shipments, and bill the customer for your product.
  • Procurement & Supply Chain - Manage your vendors, track purchase orders & invoicing, and manage inventory.

Apptivo is used by hundreds of thousands of businesses from 193 countries around the world, and can accommodate independent consultants up to billion-dollar enterprises. The flexibility of Apptivo is one of our 3 primary differentiators: Affordability, Flexibility, and Capability. With our entire suite of business apps available for a single price, we offer rich & powerful features across a wide set of apps that offer unparalleled capability for their value, with best-in-class configuration capabilities that make the system flexible for any type of business.

About Zola Suite

Zola Suite brings next generation, cloud-based legal practice management software to medium-sized and large firms. With its full-featured platform and native applications, Zola Suite encompasses everything you need to manage the business of your practice in one secure place. Improve efficiency, delegation and accountability within your firm whether you’re in the office, in court or on the go. Integrates with LawPay, Quickbooks, RPost and much more.

About ESM Suite

The ESM Suite helps organizations spend less time managing the process of strategic planning, and more time making better strategic decisions. ESM helps organizations design, track, and adapt their strategic plan over time through automated Balanced Scorecards, KPI monitoring, and strategic initiative management.

Organizations can track their strategy from the organizational level and cascade plans to business units and individuals.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-User
  • Notifications
  • Scheduling

Features

  • A/B Testing
  • Analytics
  • API
  • Conversion Tracking
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Forecasting
  • Inventory Tracking
  • Keyword Tracking
  • Link Tracking
  • Multi-User
  • Notifications
  • Project Management
  • SEO
  • Supplier Management

Summary

  • Invoices: Apptivo's invoices integrate with Google Checkout, Paypal, and Authorize. They have also released free invoicing apps for iPhone and Android.

  • Project Management: The application includes a 'Quick Project' flow for simple project creation and features a user-friendly graphical interface with step by step directions and clear screen shots.

  • CRM: It consists of two basic tools, one designed to handle cases raised by customer complaints and suggestions, and the other dealing specifically with Return Material Authorization (RMA).

  • Procurement: Manage an unlimited number of vendors, purchase orders, and items at one time.

Summary

  • Legal cloud-based practice management software

  • 360-degree integrated practice management system for law firms

  • Intuitive, fast, fun interface

  • Everything your firm needs to manage the business of your practice in one place

  • Enforces organization, streamlines workflow and facilitates collaboration

  • Full legal accounting (business and IOLTA trust)

  • Powerful built-in email capabilities

Summary

  • Balanced Scorecard automation software

  • Quickly lay out your strategic plan in one powerful tool

  • Track and visualize key performance indicators with charts and online reporting

  • Monitor your project portfolio, track milestones and tasks, and align initiatives to strategy

  • Align business units to a central vision with cascading Balanced Scorecards

  • Eliminate slideware hassle with instantly generated strategic reports and documents in PDF, PPT, and Excel.

  • Visualize your plan with dynamic strategy maps

  • Align employees to the organizational plan with Personal Balanced Scorecards and employee reviews.

Pricing

Starter

Free
Included in plan:
  • 3 Users Max,
  • 500MB/ Business
  • Basic Contact Sharing
  • Standard Reports
  • Standard Support

Premium

$8.00
1 user(s) / month
Included in plan:
  • 3GB/user
  • 1,000 Mass Emails/user
  • 2,000 API Calls
  • 3rd-Party Services Integration
  • Standard Support

Ultimate

$20.00
1 user(s) / month
Included in plan:
  • 10GB/user
  • 3,000 Emails/user
  • 20,000 API Calls
  • 3rd-Party Services Integration
  • Priority Support

Pricing

Core (Annual)

$59.00
1 user(s) / month
Included in plan:
  • Advanced calendar and task management
  • Intelligent built-in email capabilities
  • Dedicated iOS and Android apps
  • Secure client portal
  • Versioning, tagging and foldering
  • Microsoft Word Plugin (PC only)
  • Document storage (1 TB maximum storage)
  • Complete legal accounting (business and trust)
  • Advanced time tracking, billing and LEDES invoicing
  • Accounts payable checks, trust checks, journal entries and reconciliation
  • Credit card payments powered by LawPay (LawPay monthly fee waived)
  • Sync bank or credit card accounts (2 accounts)
  • Standard reporting
  • Two-factor authentication
  • Permission profiles (choose from 5 pre-set profiles)
  • Introductory and annual remote training
  • Comprehensive data migration, data cleansing and onboarding services (custom packages available)
  • On-site training (custom packages available)
  • Automation performed by the Zola Suite team (additional charge)
  • Annual website marketing audit (additional charge)

Core (Monthly)

$69.00
1 user(s) / month
Included in plan:
  • Advanced calendar and task management
  • Intelligent built-in email capabilities
  • Dedicated iOS and Android apps
  • Secure client portal
  • Versioning, tagging and foldering
  • Microsoft Word Plugin (PC only)
  • Document storage (1 TB maximum storage)
  • Complete legal accounting (business and trust)
  • Advanced time tracking, billing and LEDES invoicing
  • Accounts payable checks, trust checks, journal entries and reconciliation
  • Credit card payments powered by LawPay (LawPay monthly fee waived)
  • Sync bank or credit card accounts (2 accounts)
  • Standard reporting
  • Two-factor authentication
  • Permission profiles (choose from 5 pre-set profiles)
  • Introductory and annual remote training
  • Comprehensive data migration, data cleansing and onboarding services (custom packages available)
  • On-site training (custom packages available)
  • Automation performed by the Zola Suite team (additional charge)
  • Annual website marketing audit (additional charge)

Enterprise (Annual)

$79.00
1 user(s) / month
Included in plan:
  • Intelligent built-in email capabilities
  • Advanced calendar and task management
  • Dedicated iOS and Android apps
  • Secure client portal
  • Rules-based calendaring powered by LawToolBox (LawToolBox subscription required)
  • Versioning, tagging and foldering
  • Microsoft Word Plugin (PC only)
  • Unlimited document storage
  • Complete legal accounting (business and trust)
  • Advanced time tracking, billing and LEDES invoicing
  • Accounts payable checks, trust checks, journal entries and reconciliation
  • Credit card payments powered by LawPay (LawPay monthly fee waived)
  • Sync bank or credit card accounts (unlimited)
  • Bulk apply trust funds
  • Bulk blast invoices and statements of account
  • Trust requests
  • Vendor bill management
  • Advanced reporting and productivity tracking
  • Split originating and responsible tracking with compensation reports
  • Lead management
  • Intake automation
  • Two-factor authentication
  • Permission profiles (choose from 5 pre-set profiles)
  • Unlimited remote training
  • Comprehensive data migration, data cleansing and onboarding services (custom packages available)
  • On-site training (custom packages available)
  • Automation performed by the Zola Suite team (additional charge)
  • Annual website marketing audit
  • Service level commitment agreement

Enterprise (Monthly)

$89.00
1 user(s) / month
Included in plan:
  • Intelligent built-in email capabilities
  • Advanced calendar and task management
  • Dedicated iOS and Android apps
  • Secure client portal
  • Rules-based calendaring powered by LawToolBox (LawToolBox subscription required)
  • Versioning, tagging and foldering
  • Microsoft Word Plugin (PC only)
  • Unlimited document storage
  • Complete legal accounting (business and trust)
  • Advanced time tracking, billing and LEDES invoicing
  • Accounts payable checks, trust checks, journal entries and reconciliation
  • Credit card payments powered by LawPay (LawPay monthly fee waived)
  • Sync bank or credit card accounts (unlimited)
  • Bulk apply trust funds
  • Bulk blast invoices and statements of account
  • Trust requests
  • Vendor bill management
  • Advanced reporting and productivity tracking
  • Split originating and responsible tracking with compensation reports
  • Lead management
  • Intake automation
  • Two-factor authentication
  • Permission profiles (choose from 5 pre-set profiles)
  • Unlimited remote training
  • Comprehensive data migration, data cleansing and onboarding services (custom packages available)
  • On-site training (custom packages available)
  • Automation performed by the Zola Suite team (additional charge)
  • Annual website marketing audit
  • Service level commitment agreement

Enterprise Plus (Annual)

$89.00
1 user(s) / month
Included in plan:
  • Intelligent built-in email capabilities
  • Advanced calendar and task management
  • Dedicated iOS and Android apps
  • Secure client portal
  • Rules-based calendaring powered by LawToolBox (LawToolBox subscription required)
  • Versioning, tagging and foldering
  • Microsoft Word Plugin (PC only)
  • Unlimited document storage
  • Save files with a single click from any application using zDrive
  • Smart in-document search (coming soon!)
  • Complete legal accounting (business and trust)
  • Advanced time tracking, billing and LEDES invoicing
  • Accounts payable checks, trust checks, journal entries and reconciliation
  • Credit card payments powered by LawPay (LawPay monthly fee waived)
  • Bulk apply trust funds
  • Bulk blast invoices and statements of account
  • Sync bank or credit card accounts (unlimited)
  • Trust requests
  • Vendor bill management
  • Department-based accounting
  • Advanced reporting and productivity tracking
  • Split originating and responsible tracking with compensation reports
  • Lead management
  • Intake automation
  • Two-factor authentication
  • Custom permission profiles
  • Custom permission profiles
  • Comprehensive data migration, data cleansing and onboarding services (custom packages available)
  • On-site training (custom packages available)
  • Dedicated CSM
  • Automation performed by the Zola Suite team
  • Annual website marketing audit
  • Service level commitment agreement

Enterprise Plus (Monthly)

$99.00
1 user(s) / month
Included in plan:
  • Intelligent built-in email capabilities
  • Advanced calendar and task management
  • Dedicated iOS and Android apps
  • Secure client portal
  • Rules-based calendaring powered by LawToolBox (LawToolBox subscription required)
  • Versioning, tagging and foldering
  • Microsoft Word Plugin (PC only)
  • Document storage (unlimited)
  • Save files with a single click from any application using zDrive
  • Smart in-document search (coming soon!)
  • Complete legal accounting (business and trust)
  • Advanced time tracking, billing and LEDES invoicing
  • Accounts payable checks, trust checks, journal entries and reconciliation
  • Credit card payments powered by LawPay* (LawPay monthly fee waived)
  • Bulk apply trust funds
  • Bulk blast invoices and statements of account
  • Trust requests
  • Vendor bill management
  • Department-based accounting
  • Advanced reporting and productivity tracking
  • Split originating and responsible tracking with compensation reports
  • Lead management
  • Intake automation
  • Two-factor authentication
  • Custom permission profiles
  • Unlimited remote training
  • Comprehensive data migration, data cleansing and onboarding services (custom packages available)
  • On-site training (custom packages available)
  • Dedicated CSM
  • Automation performed by the Zola Suite team
  • Annual website marketing audit
  • Service level commitment agreement
  • Sync bank or credit card accounts (unlimited)

Pricing

Pro

$880.00
per month
Included in plan:
  • Everything in free
  • Custom Balanced Scorecard Templates
  • Design Dynamic Strategy Maps
  • Configuration Training
  • Dedicated Account Manager
  • Balanced Scorecard Automation
  • and more...

Free

Free
Included in plan:
  • Design your Balanced Scorecard or strategic plan
  • Excel Exports
  • Create Objectives, Measures, and Initiatives all in one tool
  • SWOT Analysis
  • PESTEL Analysis
  • Porter's 5 Forces
  • Change Agendas

FAQs

    What is this service generally used for?
  • It is used as a business software service for entrepreneurs.

  • What platforms does this service support?
  • Apptivo is a web-based application, and runs on any operating system. There are mobile app available both on the iPhone and Android device.

  • Does this service integrate with any other apps?
  • There is deep integration with other various apps within Apptivo, with mobile apps, with Google apps, etc.

  • Does this service offer an API?
  • Aptivo's service includes API access to integration for websites.

  • Does this service offer multi-user capability (e.g. teams)?
  • It does offer multi-user capability.

  • Does this service offer guides, tutorials and or customer support?
  • Apptivo offers a live chat customer support service to its software users, webinar, video tutorial and help center.

  • Who are the main user groups of this service?
  • The main users of Apptivo are small and medium-sized businesses.

FAQs

    What are some applications this service is commonly used in tandem with?
  • Zola CRM

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • What platforms does this service support?
  • iOS and Android mobile apps

  • Does this service offer guides, tutorials and or customer support?
  • Yes. We offer help articles, free onboarding and training, and customer support

  • Does this service integrate with any other apps?
  • LawPay, Microsoft Word™ (Windows Desktop Versions 2013 and 2016), RPost, Dropbox, Box, OneDrive, LawToolBox, Microsoft Outlook, Gmail, Google Drive, Google Calendar, Quickbooks, Office 365

  • Who are the main user groups of this service?
  • Mid-sized and large law firms.

  • What is this service generally used for?
  • Law firms looking for next generation, cloud-based practice management software to manage all aspects of their practice within one secure and intuitive interface.

  • Does this service offer an API?
  • No

FAQs

    Does this service offer an API?
  • Yes. ESM uses it's web services API to integrate with a wide variety of business intelligence system.

  • What platforms does this service support?
  • ESM supports all modern browsers and mobile devices browsers.

  • Does this service offer guides, tutorials and or customer support?
  • Video tutorials, guides, and customer support are all offered right in ESM. In addition, we host over 1,000 Balanced Scorecard articles, research, and best practice examples.

  • Who are the main user groups of this service?
  • Small-to-enterprise size organizations interested in making the strategic planning and Balanced Scorecard management process faster and easier.

  • Does this service offer multi-user capability (e.g. teams)?
  • Because we believe that your strategy should engage your entire company, ESM has an unlimited user licensing model. Permissions and security are controlled with a robust role-based system per team.

  • What is this service generally used for?
  • Organizations can quickly design their strategic plan, share their Balanced Scorecard, and track progress over time. ESM helps clients:

    save time by instantly generating strategy meeting reports and documents
    communicate the strategic plan with online views
    create a single version of the truth that eliminates the need for compiling hundreds of presentation slides

Vendor Information

Founded:
2009
Based in:
Fremont
Employees:
51-200
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Apptivo
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Zola Suite
  • Personal
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
U.S. only

Other

Who uses ESM Suite
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English, French, Chinese, Arabic, Spanish
Regional Restrictions:
No restrictions.
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