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Description
Explore how Apptivo CRM Software can enhance your ability to attract, engage, retain, and delight a larger customer base. Say goodbye to the hassle of managing multiple applications. By utilizing this tool, you can significantly enhance your productivity and strengthen your client relationships through seamless management of Customers, Finances, and Support directly from your mobile device. This comprehensive CRM includes a variety of applications such as Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, and Expense Reports—all in one place. It's a user-friendly online CRM system designed to keep your contacts, reminders, files, and communication history organized. As your business expands and you require additional applications, you can conveniently add them from the App Store at any time. Effectively manage your sales pipeline, monitor employee performance, and close more deals than ever before. You can easily track your sales and quickly convert them into invoices for prompt payment! Our commitment is to spare no effort in supporting our clients and ensuring their businesses flourish. With Apptivo, you receive everything you need in a single cloud-based solution, encompassing CRM, Project Management, Invoicing, and much more. This integrated approach not only simplifies your workflow but also fosters long-lasting customer relationships.
Description
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Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders.
In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library.
All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Gmail
Yes
Google Calendar
Yes
Google Drive
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
QuickBooks Online
Yes
Slack
Yes
Xero
Yes
Azquo
Yes
Calendly
No
Integrations
Gmail
Yes
Google Calendar
Yes
Google Drive
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
QuickBooks Online
Yes
Slack
Yes
Xero
Yes
Azquo
No
Calendly
Yes
Pricing Details
$10.00 per user per month
Get all Apptivo apps included
Free Trial
Yes
Free Version
Yes
Pricing Details
$17 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Apptivo
Founded
2009
Country
United States
Website
www.apptivo.com
Vendor Details
Company Name
Bonsai
Founded
2016
Country
United States
Website
www.hellobonsai.com/
Product Features
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
No
Compliance Tracking
No
Contract Lifecycle Management
No
Electronic Signature
No
Full Text Search
No
Government Contracts
No
Pre-built Templates
No
Sell Side (Customers)
No
Specialty Contracts
No
Version Control
No
Workflow Management
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Digital Signature
Audit Trail
No
Authentication
No
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
eCommerce
CRM
No
Catalog Management
No
Channel Management
No
Customer Accounts
No
Data Security
No
Email Marketing
No
Inventory Management
No
Kitting
No
Loyalty Program
No
Mobile Access
No
Multi-Store Management
No
Order Management
No
Product Configurator
No
Promotions Management
No
Returns Management
No
Reviews Management
No
SEO Management
No
Shopping Cart
No
Templates
No
Email Marketing
A/B Testing
No
Artificial Intelligence
No
Auto-Responders
No
CAN SPAM Compliance
No
Customer Surveys
No
Drip Campaigns
No
Dynamic Content
No
Event Triggered Email
No
Image Library
No
Landing Pages/Web Forms
No
Mailing List Management
No
Mobile Optimized Emails
No
Reporting/Analytics
No
Subscriber Management
No
Template Management
No
WYSIWYG Email Editor
No
Expense Report
Approval Process Control
No
Invoice Management
No
Multi-Currency
No
Receipt Management
No
Reimbursement Management
No
Spend Control
No
Time Tracking
No
Workflow Management
No
Help Desk
Alerts / Escalation
No
Automated Routing
No
Community Forums
No
Customizable Branding
No
Document Storage
No
Email Integration
No
IT Asset Management
No
Incident Management
No
Interaction Tracking
No
Knowledge Base
No
Known Issue Management
No
Live Chat
No
Multi-Channel Communication
No
Multiple Brands / Products
No
Network Monitoring
No
Real-time Chat
No
Self Service Portal
No
Service Level Agreement (SLA) Management
No
Ticket Management
No
Procurement
Asset Management
No
Auction Management
No
Bid Management
No
Budget Management
No
Catalog Management
No
Contract Management
No
Inventory Management
No
Invoice Processing
No
PunchOut
No
Purchase Order Management
No
Receiving
No
Requisitions & Approvals
No
Sourcing Management
No
Spend Management
No
Supplier Management
No
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
Work Order
Contract Management
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Preventive Maintenance
No
Quotes / Estimates
No
Recurring Appointments
No
Routing
No
Scheduling
No
Task Management
No
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
Yes
Nonprofits
No
Payroll Management
No
Project Accounting
Yes
Purchase Orders
No
Tax Management
Yes
Billing and Invoicing
Billing Portal
Yes
Contact Database
No
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
Cash Management
No
Collections
No
Expense Tracking
Yes
Fixed Asset Management
No
General Ledger
No
Payroll
No
Revenue Recognition
Yes
Spend Management
Yes
Tax Management
Yes
Business Bank Accounts
Bank Wires
No
Bill Pay
No
Billing & Invoicing
Yes
Business Credit Cards
Yes
Checking Account
Yes
Checks
No
Expense Management
Yes
Instant Payouts
No
No Fee Payments
Yes
Rewards
No
Savings Account
No
Spend Management
Yes
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
No
Financial Management
Yes
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
Yes
Purchasing
No
Scheduling
Yes
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
No
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
No
Compliance Tracking
No
Contract Lifecycle Management
Yes
Electronic Signature
Yes
Full Text Search
No
Government Contracts
No
Pre-built Templates
Yes
Sell Side (Customers)
No
Specialty Contracts
No
Version Control
No
Workflow Management
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
Yes
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
No
Expense Report
Approval Process Control
No
Invoice Management
Yes
Multi-Currency
Yes
Receipt Management
Yes
Reimbursement Management
No
Spend Control
No
Time Tracking
Yes
Workflow Management
Yes
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
Yes
Document Indexing
No
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
No
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
Yes
Contact Management
Yes
Content Repository
No
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
Yes
Templates
Yes
Version Control
No
Real Estate Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Commission Management
No
Contract Management
Yes
General Ledger
No
Mobile Access
No
Payroll
No
Property Development Management
No
Reporting / Analytics
Yes
Work Order Management
No
Task Management
Collaboration
Yes
Create Subtasks
No
Gamification
No
Gantt Charts
Yes
Mobile Access
No
Percent-Complete Tracking
No
Progress Tracking
Yes
Recurring Tasks
Yes
Reporting/Analytics
No
Spreadsheet View
No
Task Board View
No
Task Planning
Yes
Task Scheduling
Yes
Task Tracking
Yes
Time Tracking
Yes
To-Do List View
No
Tax Planning
Detailed Savings Calculations
Yes
Export Branded Proposal
Yes
Export Branded Tax Plan
Yes
Multi-Entity Planning
No
Multi-Year Planning
No
Proposed Legislation Planning
No
State & Local Planning
Yes
Strategy & Scenario Comparison
No
Tax Return Diagnostics
Yes
Tax Return Scanning
No
Time Tracking
Automatic Time Capture
Yes
Billable & Non-Billable Hours
Yes
Billing & Invoicing
Yes
Employee Database
No
Expense Tracking
Yes
Mobile Time Tracking
Yes
Multiple Billing Rates
Yes
Offline Time Tracking
No
Online Time Tracking
Yes
Overtime Calculation
Yes
Time per Project Reporting
Yes
Timesheet Management
Yes
Vacation / Leave Tracking
No
Workflow Management
Access Controls/Permissions
No
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
No
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
No
Mobile Access
No
No-Code
Yes
Task Management
Yes
Third Party Integrations
No
Workflow Configuration
Yes
