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Average Ratings 0 Ratings
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
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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