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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Apex Suite AI is an integrated cloud platform for sales and marketing that merges CRM functionalities, lead generation, follow-ups, messaging, sales funnels, and artificial intelligence tools into a single workspace. The Smart CRM component facilitates effective contact management, task monitoring, a structured daily action plan, and the tracking of closure ratios. Users benefit from lead-generation capabilities that can yield as many as 2,000 leads each month, all of which can be automatically imported into the CRM system. Enhanced follow-up management through email and SMS is also available, alongside the ability to create link-in-bio pages and sales funnels, conduct automated webinars, and streamline social media tasks. The AI functionalities include a virtual business coach, content creation tools, advisory features, lead scoring systems, and a chatbot designed for page-based sales interactions. Aimed primarily at small business owners, sales professionals, direct sellers, coaches, and agencies, this platform aids users in organizing their prospects and customer interactions, launching marketing campaigns, and ensuring timely follow-ups. Additionally, the ASAI Teams feature notably eliminates per-seat fees, making it an economical choice for teams. As a result, users can focus more on strategy and growth rather than administrative burdens.

Description

GlidePath Money is a desktop application designed with a local-first approach, catering to the financial planning needs of both individuals and small businesses by offering tools for tracking net worth, managing cash flow, generating retirement Monte Carlo simulations, analyzing Social Security options, strategizing Roth conversions and tax brackets, estimating ACA subsidies, and planning debt repayment; it also includes a comprehensive suite for small businesses that features Schedule C forms, invoice and estimate generation, depreciation tracking, mileage logging, and an accountant export package. A standout feature of this software is its avoidance of bank aggregation, allowing users to import their own CSV or PDF financial statements, thereby eliminating the need for a cloud account and ensuring that by default, all data remains on the user's machine—only select features, like encrypted phone synchronization, ticker symbol price look-ups, and the Glide explainer, transmit any information, and even then, users' balances are never uploaded. Each numerical entry transparently displays its underlying assumptions and calculations, empowering users with a clear understanding of their financial data. The application is offered as a desktop license, meaning that once purchased, it is permanently owned by the user without any mandatory subscription fees; however, there is an optional annual plan available for those who wish to receive updates and new tax regulations. Compatible with Windows, macOS, and Linux, GlidePath Money emphasizes user security and privacy while providing robust financial management tools. This makes it an excellent choice for anyone seeking to take control of their financial situation without reliance on cloud services.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$39.99/mo
Organize: $39.99/month; Operate: $99.99/month; Scale: $249.99/month.
Free Trial No 
Free Version No 

Pricing Details

$129 (one-time)
Free Trial No 
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Apex Suite AI LLC

Website

apexsuiteai.com

Vendor Details

Company Name

QuickTech LLC

Founded

2019

Country

United States

Website

glidepathmoney.com

Product Features

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 

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