Compare Highrise vs EPESI CRM vs Zola Suite

Highrise

CRM
 (4)
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Crozscore:

85%
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85%
55%
interest falling

Crozscore:

60%
what is this?
39%
interest falling

Crozscore:

77%
what is this?
68%
37%
no significant changes
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Software Description:

Highrise lets its users manage their company’s leads, customers and clients, business proposals, and tasks all from a web-based interface. A variety of plans for companies of all sizes are available, with varying amounts of users, contacts, and storage.
It uses a concept called a 'dropbox'. Each user has a dropbox email address in their Highrise account. They can copy or blind copy this address on all email correspondence and Highrise will attach it to the right contact.

Software Description:

EPESI CRM is an open source application for any company. It is a tool with multiple features that allows organizing, processing and storing information in every business. It helps you to manage your data precisely, flexibly and easily, simplifying internal communication and making workflow more efficient.

Advantages of EPESI CRM:
1. Web-based application
2. Easy to use and configure
3. Intuitive interface
4. Modular structure
5. Organized internal communication
6. Multilingual handling
7. OS platform independent
8. Enterprise support

Thanks to its modular design EPESI serves also as a base for extensions - it is prepared for additional modules to be attached to it, like building blocks. You can get these modules from our store, create them yourself or ask some third party to do so.

Our CRM (Customer Relationship Management) system has many advantages that are desired by companies. It allows storing data on servers in a very simple and accessible way, allowing you to use the safety and security of advanced computer technologies. It makes data sharing very easy and fast, allowing you to share all kinds of calendar events, client data and internal information.

With EPESI all company employees (unlimited number of users) can access data from anywhere - all the requirements are an Internet connection and a web browser. EPESI also records a full history of changes and other user activities and allows controlling the data access down to individual fields.

The recommended option (fast and easy, no IT knowledge required) to start using EPESI is choosing Cloud edition.
We will host your data in a secure computer center, with redundant disks, backups and fast and reliable Internet connection.

Try now 30-day EPESI Cloud for free and then run your business efficiently!

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:

  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Lead Scoring
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Project Management
  • Notifications
  • API
  • Email Integration
  • Data Export
  • Data Import
  • Forecasting
  • Data Visualization
  • 2-Factor Authentication
  • Contact Sharing
  • Contact Management
  • External Integrations
  • Batch Permissions & Access
  • File Sharing

Features:

  • Data Visualization
  • External Integrations
  • Data Export
  • Expense Tracking
  • Supplier Management
  • Notifications
  • Project Management
  • Dashboard
  • Calendar Management
  • Scheduling
  • Multi-Currency
  • Inventory Tracking
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Email Integration
  • File Transfer
  • Data Import
  • Contact Sharing
  • Contact Management
  • File Sharing

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:

  • Sharing: Share an address book; Store important emails; Attach documents and files; Control who sees what with easy privacy settings.

  • Task Tracking & Reminders: Keep track of important tasks; Assign tasks to team members; Get reminders via email or SMS.

  • Communication Management: Send emails to contacts; Import contacts via CSV; Connect 3rd party tools like MailChimp.

Summary:

  • An integrated e-mail client

  • Tasks and address book

  • Shared calendar

  • Unique solutions:- Advanced permission system- Easy form filling (Click2Fill)- Record change tracking (Watchdog)- Full record history

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:

  • Credit card required: N/A
  • Free: 2 users, no files, 250 contacts.
    Solo: $29/month; 1 user; 20,000 contacts.
    Basic: $24/month; Up to 6 users; 5,000 contacts.
    Plus: $49/month; Up to 15 users; 20,000 contacts.
    Premium: $99/month; Up to 40 users; 30,000 contacts.
    Max: $149/month; Unlimited users; 50,000 contacts.
    Contact them support@highrisehq.com for additional options.

Pricing:

  • Starting from: $29.00/month
  • Credit card required: No
  • Free if you have your own server (hosting) and implement by yourself.
    Monthly fee if you want use EPESI CRM on our cloud (hosting).

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:

    Does this service offer multi-user capability (e.g. teams)?
  • Users can @mention team members, assign tasks, etc. There's also a Highrise integration with Slack...

  • What platforms does this service support?
  • It is possible to access Highrise with Internet Explorer, Firefox, Safari and Chrome. Users can access Highrise from a mobile device via native iPhone and Android apps or web browser.

  • Who are the main user groups of this service?
  • Main users of Highrise are small and medium-sized business owners.

  • What is this service generally used for?
  • It is used as a contact management platform.

  • What are some applications this service is commonly used in tandem with?
  • Users of Highrise can import their contacts into Mailchimp, add invoices from FreshBooks, automatically enter data with Wufoo forms, and more.

  • Does this service integrate with any other apps?
  • Highrise with integrates with many useful applications to access user's contacts on the go, collect leads, send marketing messages, analyze their sales, and more.

  • Does this service offer guides, tutorials and or customer support?
  • They offer online support and video tutorial.

  • Does this service offer an API?
  • It offers integration with many 3rd party tools via API.

FAQs:

    What platforms does this service support?
  • Web based - needed only internet browser and internet connection. Platform and system independent.

  • Does this service offer an API?
  • There is no need.

  • What is this service generally used for?
  • Manage clients, create and plan sales opportunities (assignments), plan projects with tickets, contact internally,

  • What are some applications this service is commonly used in tandem with?
  • Works e.g. with Roundcube, Telegram app.

  • Does this service offer guides, tutorials and or customer support?
  • Yes. http://www.epesi.org/Main_Page, Free help on dedicated Forum - http://forum.epesibim.com/, Social media, Paid Premium Technical Support (hour packages - credits).

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. System can be operated by unlimited amount of users (groups, permissions, credentials).

  • Who are the main user groups of this service?
  • All kinds of businesses (production, sales, services etc.).

  • Does this service integrate with any other apps?
  • Yes, e.g. Telegram app.

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:
-
Based in:
-
Employees:
-
Likes:
Followers:
2.68k

Publisher:

Founded:
2006
Based in:
-
Employees:
2-10
Likes:
Followers:
64

Publisher:

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

Other:

Who uses Highrise
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses EPESI CRM
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
Arabic, Bulgarian, Czech, German, Greek, English, Estonian, Persian, Finnish, French, Hebrew, Indonesian, Italian, Lithuanian, Dutch, Norwegian, Polish, Portuguese, Romanian, Russian, Slovenian, Spanish, Swedish, Turkish, Vietnamese, Chinese, Croatian, Danish, Hungarian, Japanese, Korean, Serbian, Slovak, Thai
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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