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Average Ratings 0 Ratings
Description
Capitaliz does more that confirm your business's value. Intelligent recommendations guide you to increase that value through business development approaches like process improvement, reducing risk, and creating sustainable growth.
Powered by Succession Plus, which is based on millions upon millions of exit planning data points. Capitaliz gives SMEs a purpose-built tool that allows them to benchmark and compare their performance with other industry competitors. This helps to identify over- or underperformance. Business owners have access to real-time benchmarked data about the business's value.
Description
Enhance your client interactions with myITprocess, a comprehensive IT strategic planning tool that generates executive summaries for clients, detailed IT roadmaps, and engaging QBR presentations. Increase acceptance rates by 40% as you effectively highlight IT achievements and uncover new revenue possibilities across your entire client base. This innovative approach enables you to turn technology risks into financial gains through a well-defined IT roadmap and structured QBR framework. Facilitate deal closures with dynamic business reviews, transforming the landscape of MSP success while optimizing revenue potentials from the outset. Planning for IT doesn't need to be tedious; simplify the QBR process with a tailored IT roadmap and suggestions that can be easily transformed into an engaging presentation for productive discussions. By routinely evaluating your clients’ systems, pinpointing deficiencies in their tool arsenal, and revealing prospective risks, myITprocess empowers you to identify a wealth of revenue-generating opportunities for your clients, ultimately fostering stronger partnerships and sustained growth. This proactive strategy not only enhances client satisfaction but also positions you as a trusted advisor in the evolving tech landscape.
API Access
Has API
API Access
Has API
Integrations
MYOB AccountRight
NetSuite SuiteCommerce
QuickBooks Accountants
Xero
Integrations
MYOB AccountRight
NetSuite SuiteCommerce
QuickBooks Accountants
Xero
Pricing Details
$350 per month per business
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Capitaliz
Country
United States
Website
www.capitaliz.com
Vendor Details
Company Name
IT Glue
Founded
2013
Country
Canada
Website
www.itglue.com/myitprocess/
Product Features
Equity Management
Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management
Product Features
IT Management
Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards