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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

AptaBook serves as an AI-driven receptionist and appointment scheduling solution tailored for service-oriented businesses in the United States and Canada. Operating around the clock, it handles phone calls, website chats, WhatsApp interactions, and emails, efficiently qualifying potential clients using customized intake questions for each business and seamlessly scheduling appointments in real-time based on live availability in connected calendars. The setup process for businesses involves training a single AI agent using their website and documents, and configuring the chat widget along with the calendar connection typically takes just 10 minutes. The platform is equipped with features such as a personalized chat widget, a dedicated phone number for either the US or Canada complete with call logging, call summaries, and staff handoff capabilities, as well as a 'Call Me Now' feature, WhatsApp messaging, and email support. AptaBook also integrates with major services like Google Calendar, Outlook/Microsoft 365, Gmail, Microsoft Teams, Slack, and various CRM platforms like HubSpot and Zoho, depending on the subscription plan. Starting at $49 per month, AptaBook offers a 15-day free trial without the need for a credit card, making it accessible for businesses looking to enhance their client engagement and appointment management. With its user-friendly interface and comprehensive functionality, AptaBook empowers service businesses to streamline their operations and improve customer satisfaction.

Description

Every employee has the ability to personalize their dashboard according to their preferences, facilitating a more intuitive workflow that enhances both speed and comfort, such as accessing tailored reports to kick-start their day. Your entire team can efficiently complete tasks in real-time from any location with internet access, streamlining productivity. By utilizing the Employee Self-Service portal, you can empower your staff to manage their documents and requests independently, allowing you to dedicate your time to essential responsibilities. AptaFund ensures that all data is safeguarded with state-of-the-art security protocols, offering features like read-only access for board members and auditors, as well as customizable protections tailored to each employee. Among the highly praised features of AptaFund is its eCommerce system designed for purchase requisitions, which includes seamless access to numerous vendor websites, including Amazon, and boasts a fully electronic approval workflow. This comprehensive approach not only enhances operational efficiency but also promotes a more autonomous work environment for employees.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Gmail Yes 
Google Calendar Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 

Integrations

Gmail No 
Google Calendar No 
Microsoft 365 No 
Microsoft Outlook No 

Pricing Details

$49/month
Solo $49/month, Starter $99/month, Professional $149/month, Enterprise custom quote. Billed month-to-month with no overage charges. 15-day free trial, no credit card required. No free plan.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
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 Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

AptaBook

Founded

2024

Country

United States

Website

aptabook.com

Vendor Details

Company Name

Harris School Solutions

Founded

1976

Country

United States

Website

harrisschoolsolutions.com/products/aptafund/

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database No 
Group Scheduling No 
Mobile Access No 
Multi-Location No 
Online Booking Yes 
Online Payments No 
Recurring Appointments No 
Room Booking Management No 

Product Features

School Accounting

Accounts Payable Yes 
Attendance Management No 
Billing & Invoicing No 
Budgeting & Forecasting Yes 
Class Loading No 
Fixed Asset Management No 
For Private Schools No 
Fund Accounting No 
General Ledger Yes 
K-12 Yes 
Payroll Management Yes 
Purchasing Yes 

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