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Apptivo

 79 ratings CRM

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 46 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 Paycadence

Paycadence is a payment platform supported by the Stripe API. Businesses, non-profits, and individuals can sign up for Paycadence without any need to create a merchant bank account.

You can use Paycadence to:
- Send and Manage Invoices
- Charge Customers
- Set Up Unlimited Online Payment Forms
- Send and Manage Online Payments, Including Recurring Payments
- Manage and Retain Customers/Donors
- Store Customer Information

Paycadence allows users to accept online payments at a low cost, without the hassle of managing web developers or fretting over the security of online transactions. We offer non-developers easy access to online payments, and help individuals and organizations manage those payments efficiently.

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.

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
  • Accounts Receivable
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payment Processor
  • Payroll
  • Scheduling
  • Supplier Management
  • Tax Management
  • BitCoin
  • PayPal
  • Stripe
  • SAP Integration

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Customer Management
  • Data Export
  • Data Import
  • 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

  • Send and manage invoices

  • Charge customers or donors

  • Set up unlimited online payment forms

  • Send and manage online payments, including recurring payments

  • Store customer information

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

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)

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 integrate with any other apps?
  • We are integrated with Stripe's API.

  • Does this service offer multi-user capability (e.g. teams)?
  • Paycadence allows multiple users with 3 different user levels.

  • What platforms does this service support?
  • Paycadence is available as a web-based application.

  • What are some applications this service is commonly used in tandem with?
  • Paycadence is built on top of Stripe's API and uses it to process all payments within the application.

  • Does this service offer guides, tutorials and or customer support?
  • We offer email and chat support 7 days per week.

  • What is this service generally used for?
  • Paycadence can be used for a wide variety of online payment needs. Paycadence can be used to send invoices, setup subscription payments, create online payment forms, and even as a POS system (requires a USB card swiper).

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

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 Paycadence
  • Personal
  • Freelance
  • Startups
  • Agencies
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
Currently available in the US. Other regions will be available in the future.

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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