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features
design
support

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Write a Review

Description

Streamline your strategic planning process by replacing cumbersome spreadsheets and slide presentations with ESM+Strategy. This comprehensive business strategy software equips organizations with tools such as balanced scorecards, integrated KPIs, customizable reports, and strategy maps to enhance their strategic planning efforts. With its user-friendly interface and intuitive navigation, the platform is designed to facilitate ease of use while offering robust analytical capabilities to drive informed decision-making. By leveraging ESM+Strategy, businesses can achieve a more cohesive and effective approach to their strategic initiatives.

Description

Website builder with seamless customization for small businesses. Your site can be up and running within 1 minute. Create your work schedule in seconds. Set days, hours or any configuration that you want. Bookings, payments, video calling, and invoicing are all integrated to automate your freelance business. Flexible options to improve time management and monetization. You can choose any time slot for your engagements. It's never been easier to sell your professional services or jobs on your Workee site. Our integrated payment systems offer 0% transaction fees and payment freedom. Send invoices, get paid and manage everything in one place. Manage your meetings, track your time, send invoices and calculate taxes all in one place. It's never been easier to build your professional presence. Set availability and pricing for timeslots. Select a time slot duration for appointments, and the client's time zone will be detected automatically.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google No 
Google Calendar No 
Google Contacts No 
Google Marketing Platform No 
Google Meet No 
Microsoft Excel Yes 
PayPal No 
Stripe No 
Zoom No 

Integrations

Google Yes 
Google Calendar Yes 
Google Contacts Yes 
Google Marketing Platform Yes 
Google Meet Yes 
Microsoft Excel No 
PayPal Yes 
Stripe Yes 
Zoom Yes 

Pricing Details

$880.00/month
Basic - $0
Pro - $880 monthly
Enterprise - price upon request
Free Trial Yes 
Free Version Yes 

Pricing Details

$290 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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 No 
Live Rep (24/7) No 
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) No 
In Person No 

Vendor Details

Company Name

ESM Software Group

Founded

1999

Country

United States

Website

www.esmgrp.com

Vendor Details

Company Name

Workee

Country

Lithuania

Website

workee.net

Product Features

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Business Plan

Business Plan Templates No 
Collaboration No 
Dashboard Yes 
Financial Projections No 
Financial Templates No 
Fundraising Management No 
Investor Management No 
Pitch Presentation No 
Social Sharing No 
Step-by-Step Wizard No 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports No 
OLAP No 
Report Export Yes 
Sales Reports No 
Scheduled / Automated Reports Yes 

Product Features

Business Management

Billing & Invoicing No 
CRM Yes 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling Yes 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting No 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators No 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

Business Plan

Business Plan Templates No 
Collaboration No 
Dashboard Yes 
Financial Projections No 
Financial Templates No 
Fundraising Management No 
Investor Management No 
Pitch Presentation No 
Social Sharing No 
Step-by-Step Wizard No 

Coaching

Appointment Scheduling Yes 
Billing & Invoicing No 
Business Coaching No 
Client Management No 
Goal Setting / Tracking No 
Life Coaching No 
Mentor/Coach Matching Yes 
Program Management No 
Progress Tracking No 
Sport Coaching No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Fitness

Attendance Tracking No 
Billing & Invoicing No 
Check-In Manager No 
Class Management No 
Contract Management No 
Employee Management No 
Event Management No 
Inventory Management No 
Marketing Management No 
Membership Management No 
Point of Sale (POS) No 
Reservations Management No 

K-12

Attendance Tracking No 
Classroom Management No 
Communication Management No 
Curriculum Management No 
Enrollment Management No 
Financial Management No 
Parent Portal No 
Progress Reports No 
Skill Testing No 
Student Information / Records No 

Landing Page

A/B Testing No 
Analytics No 
Drag & Drop No 
Form Creation No 
Real Time Editing No 
Responsive No 
SEO Management No 
Templates No 

Meeting

Action Item Tracking No 
Agenda Management No 
Attendee Management No 
Board Meetings No 
Committee Meetings No 
Internal Meetings No 
Invitation Management No 
Legislative Meetings No 
Materials Management No 
Meeting Feedback No 
Meeting Preparation Tools No 
Meeting Room Booking No 
Minutes Management No 
Post-Meeting Tools No 
Scheduling Yes 
Travel Management No 
Voting Management No 

Mentoring

Action Item Tracking No 
Appointment Scheduling Yes 
Billing & Invoicing No 
Client Management No 
Course Management No 
Goal Management No 
Mentor Matching Yes 
Program Management No 
Progress Tracking No 

Nutritionist

Appointment Scheduling Yes 
Billing & Invoicing No 
Dietary Analysis No 
Goal Setting / Tracking No 
Meal Planning No 
Nutrient Database No 
Patient Management No 
Patient Portal No 

Personal Trainer

Appointment Scheduling Yes 
Assessments No 
Attendance Tracking No 
Billing & Invoicing No 
Certification Tracking No 
Client Management No 
Commission Management No 
Exercise Library No 
Fitness Assessments No 
Fitness Plan No 
Nutrition Program No 
Online Store No 
Payment Processing No 
Wellness Plans No 
eCommerce No 

Tutoring

Appointment Scheduling Yes 
Attendance Tracking No 
Automatic Grading No 
Billing & Invoicing No 
Client Management No 
Electronic Assignments & Tests No 
Employee Management No 
Learning Plans No 
Lesson Notes No 
Online Classes No 
Online Payments Yes 
Parent / Student Portal No 
Progress Reports No 

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