Compare Apptivo vs Forecast vs Zola Suite

Apptivo

CRM
 (4)
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Crozscore:

80%
what is this?
58%
42%
interest rising

Crozscore:

90%
what is this?
93%
32%
interest rising

Crozscore:

77%
what is this?
68%
37%
interest falling
Apptivo screenshot Forecast screenshot view 4 more Zola Suite screenshot view 5 more

Software Description:

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.

Software Description:

Forecast is a cloud-based Project Portfolio Management solution, which makes you able to plan, budget and run projects predictably, and profitably.

We use machine-learning capabilities to predict, and estimate the unknown values you deal with on a daily basis as a project manager. Reports are generated automatically in real-time, and are available on both project-, and business level.

This should all make you able to execute better, and more intelligent business decisions for your organization.

Software Description:

Zola Suite brings next generation, cloud-based legal practice management software to solo, small and medium-sized 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.

Try Zola Suite for free, no credit card required and experience the Power of ONE.

Features:

  • Resource Management
  • Electronic Signature
  • Sales Motivator
  • Time Management
  • Scheduling
  • File Transfer
  • Click-to-Dial
  • Call Tracking
  • Task Scheduling/Tracking
  • Google Apps Integration
  • File Sharing
  • CRM Integration
  • Stripe
  • PayPal
  • Payment Processor
  • Multi-Currency
  • P&L
  • Inventory Tracking
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Payroll
  • Marketing Automation
  • Supplier Management
  • Password & Access Management
  • Dashboard
  • Calendar Management
  • Customer Management
  • General Account Ledger
  • Tax Management
  • Notifications
  • Data Export
  • Batch Permissions & Access
  • Data Visualization
  • API
  • External Integrations
  • Accounts Receivable
  • Forecasting
  • Expense Tracking
  • Budgeting
  • Accounts Payable
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Project Management
  • Billing/Invoicing
  • Data Import
  • Email Integration

Features:

  • Forecasting
  • Data Visualization
  • Data Import
  • API
  • External Integrations
  • Expense Tracking
  • Budgeting
  • Data Export
  • Notifications
  • Project Management
  • Multi-User
  • Scheduling
  • Dashboard
  • Customer Management
  • Payroll
  • Calendar Management

Features:

  • History/Version Control
  • Accounts Receivable
  • General Account Ledger
  • Billing/Invoicing
  • P&L
  • Balance Sheet
  • Accounts Payable
  • External Integrations
  • Expense Tracking
  • Contact Sharing
  • Contact Management
  • Password & Access Management
  • Email Integration
  • Dashboard
  • Multi-User
  • File Sharing
  • Scheduling
  • Notifications
  • Calendar Management
  • Data Import
  • 2-Factor Authentication

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:

  • Project Portfolio Management with machine-learning capabilities

  • Cloud-based software running directly in your browser

  • Real-time automatically generated reports on both project-, and business level

  • Predictable, and profitable agile / scrum and waterfall projects

  • Easy to use

  • Live chat support

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

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

Free

Free
Included in plan:
  • Up to 2 open projects
  • Plan & run projects
  • Track time
  • Basic insights
  • Basic apps

Professional

$19.00
per user/month (annual plan)
Included in plan:
  • Unlimited projects
  • Plan & run projects
  • Track time
  • Basic insights
  • Basic apps
  • Clients & rates
  • Budget
  • Schedule people (coming soon)
  • AI assistant (coming soon)
  • Customizable insights
  • Phone, chat & email support

Enterprise

$0.00
Call us for pricing
Included in plan:
  • Unlimited projects
  • Plan & run projects
  • Track time
  • Basic insights
  • Basic apps
  • Clients & rates
  • Budget
  • Schedule people (coming soon)
  • AI assistant (coming soon)
  • Customizable insights
  • Phone, chat & email support
  • Premium apps
  • Advanced insights
  • Single sign on (SSO)
  • Uptime SLA
  • Launch success program

Core (Annual)

$59.00
1 user(s) / month
Included in plan:
  • Powerful matter management
  • Intelligent built-in email capabilities
  • Complete legal accounting (business and trust)
  • Sync 2 bank or credit card accounts
  • Advanced time tracking and billing
  • Secure client portal
  • Robust calendar and task management
  • Dedicated iOS & Android mobile apps with document and business card scanning
  • UTBMS coding/LEDES invoices
  • Split originating and responsible tracking with compensation reports
  • Advanced reporting
  • Choose from 5 pre-set permission profiles
  • Introductory and annual 1 to 1 training
  • Document storage (1 TB)

Core (Monthly)

$69.00
1 user(s) / month
Included in plan:
  • Powerful matter management
  • Intelligent built-in email capabilities
  • Complete legal accounting (business and trust)
  • Sync 2 bank or credit card accounts
  • Advanced time tracking and billing
  • Secure client portal
  • Robust calendar and task management
  • Dedicated iOS & Android mobile apps with document and business card scanning
  • UTBMS coding/LEDES invoices
  • Split originating and responsible tracking with compensation reports
  • Advanced reporting
  • Choose from 5 pre-set permission profiles
  • Introductory and annual 1 to 1 training
  • Choose from 5 pre-set permission profiles
  • Document storage (1 TB)

Enterprise (Annual)

$79.00
1 user(s) / month
Included in plan:
  • Powerful matter management
  • Intelligent built-in email capabilities
  • Complete legal accounting (business and trust)
  • Sync unlimited bank or credit card accounts
  • Advanced time tracking and billing
  • Secure client portal
  • Robust calendar and task management
  • Dedicated iOS & Android mobile apps with document and business card scanning
  • UTBMS coding/LEDES invoices
  • Split originating and responsible tracking with compensation reports
  • Advanced reporting and productivity tracking
  • Choose from 5 pre-set permission profiles
  • Unlimited 1 to 1 training
  • Unlimited document storage
  • Bulk apply trust funds
  • Bulk blast invoices & Statements of Account
  • Trust requests
  • CRM & intake automation
  • Service level commitment agreement
  • Vendor bill management

Enterprise (Monthly)

$89.00
1 user(s) / month
Included in plan:
  • Powerful matter management
  • Intelligent built-in email capabilities
  • Complete legal accounting (business and trust)
  • Sync unlimited bank or credit card accounts
  • Advanced time tracking and billing
  • Secure client portal
  • Robust calendar and task management
  • Dedicated iOS & Android mobile apps with document and business card scanning
  • UTBMS coding/LEDES invoices
  • Split originating and responsible tracking with compensation reports
  • Advanced reporting and productivity tracking
  • Choose from 5 pre-set permission profiles
  • Unlimited 1 to 1 training
  • Unlimited document storage
  • Bulk apply trust funds
  • Bulk blast invoices & Statements of Account
  • Trust requests
  • CRM & intake automation
  • Service level commitment agreement
  • Vendor bill management

Enterprise Plus (Annual)

$89.00
1 user(s) / month
Included in plan:
  • Powerful matter management
  • Intelligent built-in email capabilities
  • Complete legal accounting (business and trust)
  • Sync unlimited bank or credit card accounts
  • Advanced time tracking and billing
  • Secure client portal
  • Robust calendar and task management
  • Dedicated iOS & Android mobile apps with document and business card scanning
  • UTBMS coding/LEDES invoices
  • Split originating and responsible tracking with compensation reports
  • Advanced reporting and productivity tracking
  • Custom permission profiles
  • Unlimited 1 to 1 training
  • Unlimited document storage
  • Bulk apply trust funds
  • Bulk blast invoices & Statements of Account
  • Trust requests
  • CRM & intake automation
  • Service level commitment agreement
  • Vendor bill management
  • Automation package

Enterprise Plus (Monthly)

$99.00
1 user(s) / month
Included in plan:
  • Powerful matter management
  • Intelligent built-in email capabilities
  • Complete legal accounting (business and trust)
  • Sync unlimited bank or credit card accounts
  • Advanced time tracking and billing
  • Secure client portal
  • Secure client portal
  • Robust calendar and task management
  • Dedicated iOS & Android mobile apps with document and business card scanning
  • UTBMS coding/LEDES invoices
  • Split originating and responsible tracking with compensation reports
  • Advanced reporting and productivity tracking
  • Custom permission profiles
  • Unlimited 1 to 1 training
  • Unlimited document storage
  • Bulk apply trust funds
  • Bulk blast invoices & Statements of Account
  • Trust requests
  • CRM & intake automation
  • Service level commitment agreement
  • Vendor bill management
  • Automation package

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 guides, tutorials and or customer support?
  • There is a full-featured support guide available on the website, and a live chat support ready to help with any questions you might have.

  • Does this service offer an API?
  • Yes.

  • What is this service generally used for?
  • Planning, estimating, and running agile / scrum and waterfall projects. Full-featured with work-breakdown, backlog, storyboard, taskboard and real-time reports. Scheduling, employee utilization, etc. is also nicely integrated and included in the software.

  • What platforms does this service support?
  • Web-app, running directly in your browser.

  • Who are the main user groups of this service?
  • The biggest segment consists of IT, and technology companies that need a project management solution to better predict, budget and report on running agile and waterfall projects. Though, we do also see other types of businesses joining in, incl. organizations and universities.

  • Does this service offer multi-user capability (e.g. teams)?
  • Project managers, and team members are all welcome.

  • Does this service integrate with any other apps?
  • Yes

FAQs:

    What are some applications this service is commonly used in tandem with?
  • LawPay, Microsoft Word™ (Windows Desktop Versions 2013 and 2016), RPost

  • 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?
  • No

  • Who are the main user groups of this service?
  • Solo practitioners, small and mid-sized 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

Publisher:

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

Publisher:

Founded:
-
Based in:
Copenhagen K
Employees:
11-50
Likes:
Followers:

Publisher:

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 Forecast
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Danish, Polish, Spanish
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
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