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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

An exceptional all-in-one solution tailored for efficiency. With a wide array of integration and configuration possibilities, you can expect genuine customer support from real people. Monitor revenue projections, generate proposals, reserve ad space instantly, obtain electronic signatures, process payment information, and empower your team to achieve their financial objectives. Automation workflows simplify the process of IFTT handling for ad assignments, updates on status, notifications for clients (including reminders for content collection), ad delivery, and reporting tasks. Efficiently manage billing and track payments while gaining insights into revenue forecasting, aging accounts, costs associated with goods sold, and more through customizable dashboards. It seamlessly connects with ERP and GL systems. Customers have the convenience of signing contracts, uploading ad content, approving proofs, settling invoices, checking campaign performance metrics, and generating account statements online. Ad Orbit is designed for seamless integration, enabling easy connections to your preferred applications. With numerous direct integrations with leading media and technology companies, along with our RESTful API and Zapier integration, users can maximize their operational efficiency while minimizing hassle. This flexibility allows businesses to tailor their workflows to better fit their specific needs.

Description

PST offers an intuitive solution that meets the needs of small process servers while being robust enough to support the largest firms, featuring capabilities such as job trading, comprehensive analytics, and automated client communications. You can oversee your process serving operations from virtually anywhere, thanks to our efficient Windows desktop application and a modern web version that is accessible on any computer or mobile device. Invoicing and payment processes are streamlined, allowing you to bill clients swiftly with tools for generating client statements, batch invoices, and tracking receivables and payments, including online payment options. Your process servers are essential to your operation, and PST boasts one of the industry's most sophisticated document management systems, complete with document classification, trading, permission controls for visibility, and advanced barcoding for seamless attachment automation. Keep your clients informed effortlessly through automated emails that provide updates on job statuses and confirm job completions, ensuring they remain engaged and satisfied with your services. With these features, you can optimize your processes and enhance client relationships more effectively than ever before.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ACH Payments No 
AdCellerant Yes 
Android No 
Apple iOS No 
Broadstreet Yes 
Cogent No 
Dropbox Yes 
Google Ad Manager Yes 
HelloWorks No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Metabase Yes 
Microsoft Dynamics 365 Business Central Yes 
Perfect Practice No 
QuickBooks Online Yes 
SendMyAd Yes 
Slack Yes 
Stripe Yes 
Time Matters No 
Zapier Yes 

Integrations

ACH Payments Yes 
AdCellerant No 
Android Yes 
Apple iOS Yes 
Broadstreet No 
Cogent Yes 
Dropbox No 
Google Ad Manager No 
HelloWorks Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
Metabase No 
Microsoft Dynamics 365 Business Central No 
Perfect Practice Yes 
QuickBooks Online No 
SendMyAd No 
Slack No 
Stripe No 
Time Matters Yes 
Zapier No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$40 per month
Free Trial Yes 
Free Version 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 

Deployment

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

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Ad Orbit

Founded

2011

Country

United States

Website

www.adorbit.com

Vendor Details

Company Name

DreamBuilt Software

Founded

1988

Country

United States

Website

www.dbsinfo.com

Product Features

Campaign Management

Channel Management No 
Contact Database No 
Email Marketing No 
Event Triggered Actions No 
Lead Management No 
Multi-Campaign 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 No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Publishing and Subscriptions

Advertising Management No 
Books No 
Campaign Management No 
Catalogs No 
Circulation Management No 
Content Management No 
Layout & Design No 
Magazines No 
Newsletters No 
Newspapers No 

Product Features

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