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Ratings and Reviews 0 Ratings
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Shape SoftwareShape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.
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NaviPlanNaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
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Admin By Request Endpoint Privilege ManagementAdmin By Request EPM lets users elevate only what a task needs, without keeping local admin rights switched on permanently. For longer work there's a time-limited Admin Session, and for a one-off there's Run As Admin, which elevates a single application and nothing else. Approvals go through the portal, mobile app, or API, and software you already trust can be waved through automatically with pre-approval and AI and Machine Learning auto-approval. Because privileges are set per user or group, a developer, an office worker, and an outside contractor each get an approach that suits them. It covers Windows, macOS, and Linux, comes with auditing and inventory as standard, and needs no extra infrastructure to run.
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SquaretalkSquaretalk is an all-in-one contact center solution built specifically for modern sales teams. This powerful software improves how businesses of all sizes connect with prospects and customers, convert opportunities, and grow. Advanced features like VoIP, WhatsApp Business messaging, SMS, Email, and AI automation help you shorten sales cycles and elevate outreach without adding more complexity or increasing costs. Squaretalk’s platform provides omnichannel communication, powerful call-handling features, automated transcripts, sentiment analysis, contact management, customizable workflows, advanced reporting, enterprise-grade security, and affordable scalability. Internal chat functionality facilitates real-time collaboration, enabling faster synchronization, more effective mentoring, smoother escalations, and a unified environment for both internal and customer communications. We provide phone numbers in 150+ popular and niche destinations, so your businesses can easily establish and maintain a local presence, build trust, and expand globally. Discover how Squaretalk’s cloud contact center platform can enhance your team’s performance, connection rates, and success today.
What is Ambivo?
Stay organized by effectively managing your appointments and reminders. Enhance engagement with your leads while fostering accountability among your team members. Utilize the power of AI to improve your emails, notes, and interactions with clients. Ambivo stands out as a reliable resource for business owners dedicated to nurturing a thriving environment for their teams. Enjoy the ease of an all-in-one solution that facilitates your operations. Achieve greater success in closing deals with our cutting-edge CRM technology. Make room for more vacations by optimizing your workload through a robust automation system. Refine your business processes and enhance your CRM with our AI-driven empowerment suite. Gain valuable insights into client nurturing, closing deals, and maximizing profits with expert guidance. Streamline communication and automate your tasks with ease. Capture leads efficiently through our customizable widgets. Access essential insights with our versatile reporting tools. Ambivo is the top choice for business owners looking to develop a successful venture for their teams. Moreover, Ambivo provides specialized modules tailored specifically for the real estate and insurance brokerage industries, offering dedicated support for each unique sector. This ensures that your business receives the precise tools and resources it requires to excel.
What is ActivePipe?
ActivePipe is a cutting-edge email marketing platform designed to intelligently automate client nurturing. Specifically tailored for real estate professionals, ActivePipe empowers users to cultivate relationships on a large scale and uncover hidden business opportunities. By leveraging the capabilities of email automation, it fosters enduring connections with clients. Once configured, ActivePipe ensures you are linked with prime leads daily, allowing you to focus more on selling rather than marketing. Leading agents prioritize responding to all incoming leads within 100 minutes. The platform simplifies the process by pinpointing high-value prospects eager to engage in buying and selling transactions. When potential clients are ready to act, leads are conveniently sent straight to your inbox. Furthermore, it equips you with valuable insights into your clients' needs before you even initiate a call, enhancing your preparedness and effectiveness in engagement. With ActivePipe, you can maximize your efficiency and drive success in your real estate endeavors.
Integrations Supported
Google Cloud Platform
Microsoft 365
Pipedream
Integrations Supported
Aspireship
Cloze
LockedOn
Pipedrive
Reliance Network
Salesforce
TRIBUS
API Availability
Has API
API Availability
Pricing Information
$29.99 per month
Pricing Information
$300 per month
10 licenses
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Ambivo
Company Location
United States
Company Website
www.ambivo.com
Company Facts
Organization Name
ActivePipe
Date Founded
2014
Company Location
United States
Company Website
activepipe.com
Categories and Features
CRM
Not specified
Categories and Features
Contact Management
Contact Database
Contact Import/Export
Interaction Tracking
Lead Management
Prospecting Tools
Search / Filter
Segmentation
Shared Contacts
Email Marketing
Auto-Responders
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Lead Management
Campaign Management
Lead Capture
Lead Nurturing
Lead Segmentation
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Segmentation