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Apptivo

 (68) CRM
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86%
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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 Kanbanize

Kanbanize has changed the way project managers and team members do their tasks. The system is loaded with a number of tools and features that make project management easy, from initial phases of planning and conceptualization to realization and delivery.

Kanbanize is known for its powerful analytics module and provides multiple charts out of the box and the data is populated automatically. With the Kanbanize Cumulative flow, Cycle time, Task distribution, Block resolution time, Created vs. finished and Task hierarchy charts you can monitor and optimize your business without any operational overhead. Administrators and users in a Kanbanize account are given access to information derived by their process, enabling users to measure improvements and report on progress via a quick glance. Additionally, there are many more convenient features such as email integration, 2FA, automation rules and else. Last , but not least, there is a flexible pricing plan, which allows customers to choose depending on their needs.

Kanbanize boasts a robust API that enables users to bridge the system with other applications and tools effortlessly and create a diverse information flow that streams into your Kanban board, making project management more efficient , no matter your use case. This flexibility expands Kanbanize’s functionality by linking any number of systems that are relevant to the way you work.

Kanbanize is a perfect tool for portfolio management, especially for professionals who have tons of projects and sub-projects to work on.

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
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Customer Service

Features

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

Features

  • API
  • Calendar Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Multi-User
  • Notifications
  • Scheduling

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

  • Kanban Card Links

  • If This Then That (Runtime Policies)

  • Email Integration

  • Timetracking

  • Single Sign-on 

  • Portfolio Swimlane

  • Actionable Agile™ - Flow Analytics

  • Integrations with Jira, ConnectWise, Zapier, GitHub, Dropbox, Google Drive, UserSnap, Okta, OneDrive, GitLab & more

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 (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 (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 Plus (Monthly; annual commitment required)

$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

30-Day Free Trial

Free
Included in plan:
  • Basic

15 Users

$99.00
15 user(s) / month
Included in plan:
  • Basic
  • BUSINESS RULES & ANALYTICS can be added

25 Users

$149.00
25 user(s) / month
Included in plan:
  • Basic
  • BUSINESS RULES & ANALYTICS can be added

50 Users

$299.00
50 user(s) / month
Included in plan:
  • Basic
  • BUSINESS RULES & ANALYTICS can be added

100 Users

$449.00
100 user(s) / month
Included in plan:
  • Basic
  • BUSINESS RULES & ANALYTICS can be added

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 multi-user capability (e.g. teams)?
  • Kanbanize offers a multi-user capability. All team members and project stakeholders are able to reach valuable information. Working on multiple parallel projects might be a challenge even for the most experienced Project Manager. Kanbanize gives you the tools to slice big pieces of work into smaller work items with a separate life cycle, which creates transparency and helps you to identify bottlenecks.

  • Does this service offer guides, tutorials and or customer support?
  • You can find insightful tutorials on our website as well as on our YouTube channel. Enjoy.

  • Who are the main user groups of this service?
  • Large Enterprises, Mid Size Business, Marketing, Small Business, Software Development and more

  • Does this service offer an API?
  • Every Kanbanize user has a personal API key that is used to authenticate the user when accessing the API. Each API request (except those for the “login” function) must contain a valid http header called “apikey”. The header’s value should be a valid API key. You can obtain it from the output of the “login” function or via the web version (click on your username in the upper right corner and select API).

Vendor Information

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

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
637

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 Kanbanize
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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