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Apptivo

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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 Housecall Pro

Housecall Pro is a cloud-based field service management app for service professionals to automate their workflows. This solution includes a native mobile app and complementary Web portal and serves a wide range of industries, such as cleaning, plumbing, electrical and more.

Housecall Pro allows companies to forego paperwork in favor of digital automation. It offers features such as job scheduling, dispatching, payment processing, estimates, automated receipts and invoices, customer notifications, company chat, as well as postcard and email marketing automation.

Customers can book services via the HouseCall mobile app, communicate through a centralized messaging system and make online payments.

The mobile app can be accessed on both Android and iOS devices. There is a free version for single owner/operators, which offers many of the core features of the paid version. Premium pricing is based on the number of users, and an enterprise license is also available.

This solution is available across the U.S. and Canada.

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

  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App

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

  • The premier all-in-one service business management app

  • Dynamic job scheduling and dispatch with real time job updates across all devices

  • HouseCall Pro provides a seamless one-click QuickBooks Online integration

  • Provide your customer with a delightful experience through SMS and invoice automation

  • Create, edit, and launch customized postcard and email marketing campaigns

  • Take payments out in the field at one low flat credit card processing rate

  • Take customer signatures before and after the work is done while out in the field

  • Save at least 15 hours a week on paperwork alone with HouseCall Pro

  • Save hundreds of dollars a month on additional staff with HouseCall Pro

  • Get your business organized and your office in order with HouseCall Pro

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

SIMPLE

$39.00
/month
Included in plan:
  • Access to HouseCall Pro App and Web Portal
  • 1 User
  • Scheduling and dispatch
  • Automated invoicing and receipts
  • Estimates
  • 2.90% credit card processing (flat)
  • HouseCall customer booking app
  • Email support
  • Customer job SMS & email notifications
  • Dashboard with key business stats
  • Google Calendar Integration
  • Employee GPS tracking

MODERN

$109.00
/month
Included in plan:
  • 1-6 Users
  • Everything in the 'SIMPLE' plan
  • Live chat support
  • Unlimited email reminders
  • 86¢ postcard marketing
  • Yelp, Facebook, and website online booking
  • Company in-app chat
  • QuickBooks Online integration

ADVANCED

$199.00
/month
Included in plan:
  • Unlimited Users
  • Everything in the 'MODERN' plan
  • Live chat support
  • Customizable reports

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

    Does this service offer multi-user capability (e.g. teams)?
  • Yes, with Housecall Pro you can create dynamic teams. You can edit your teams on a case-by-case basis and dispatch exactly which employees are needed for each job.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, Housecall Pro offers unlimited customer support. The Customer Success team is available around the clock through chat and the phone. There is also an extensive Help Section with how-to articles and tutorial videos.

  • What platforms does this service support?
  • Housecall Pro is a cloud-based solution with both a web portal and native mobile apps. The web portal is accessible on any device with Internet access. The app is available for both iOS and Android.

  • Who are the main user groups of this service?
  • Service professionals in a variety of service industries, such as carpet cleaning, plumbing, HVAC, janitorial, window washing, and more use HouseCall Pro for field service management. Housecall Pro caters to any service based company across hundreds of industry verticals.

  • What is this service generally used for?
  • Housecall Pro streamlines business processes. It eases communication within organizations as well as with customers. This solution allows companies to forego paperwork in favor of digital automation. Housecall Pro allows service businesses to operate at maximum efficiency.

  • What are some applications this service is commonly used in tandem with?
  • Yes, Housecall Pro integrates with QuickBooks Online, Google Maps, and Google Calendar.

  • Does this service offer an API?
  • It currently does not, but may in the future.

  • Does this service integrate with any other apps?
  • QuickBooks Online, Google Calendar, and Google Maps.

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:
San Diego
Employees:
51-200
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 Housecall Pro
  • Personal
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
United States and Canada 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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