AptaFundHarris School Solutions
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Related Products
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About
AptaBook gives appointment-based businesses an AI receptionist that picks up every phone call, website chat and email, day or night. It follows your own intake questions, qualifies the lead, and books the appointment straight into Google Calendar or Outlook using live availability, so callers leave with a confirmed time instead of a voicemail.
You train one agent on your website and documents, and it handles calls on a dedicated US or Canadian number, a branded chat widget, WhatsApp and email. Staff can take over any conversation with transfer rules, and every plan includes call recordings, summaries and reminders. AptaBook speaks 20+ languages, is HIPAA compliant, and connects with HubSpot, Zoho CRM, Jobber, Mindbody, Zapier, Google Meet, Gmail and Microsoft Teams. Setup takes under 10 minutes. Plans start at $49 per month with a 15-day free trial and no credit card.
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About
Each employee can configure their own dashboard experience in whatever way is most intuitive and helps them get their work done faster and more comfortably, including viewing your own custom reports to start your day. You and your whole team can get your work done conveniently, in real-time, from anywhere with an internet connection. Empower your employees to handle their own documents and requests through the Employee Self-Service portal so that you can focus your time on your core tasks. Every bit of data in AptaFund is protected by advanced security measures, from read-only access for board members and auditors to granular safeguards customizable down to the individual employee. One of the most raved about tools in AptaFund is the eCommerce system for purchase requisitions, with punch-out access to hundreds of vendor websites, including Amazon, and a 100% electronic approval process
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Small service businesses such as clinics, dental practices, law firms, home services, salons and spas, and real estate and insurance agents
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Audience
Schools looking for an online fund accounting and business management software
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$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 Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationAptaBook
Founded: 2024
United States
aptabook.com
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Company InformationHarris School Solutions
Founded: 1976
United States
harrisschoolsolutions.com/products/aptafund/
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Alternatives |
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Categories |
Categories |
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Appointment Scheduling Features
Appointment Reminders
Supported
Automated Scheduling
Supported
Calendar Sync
Supported
Client Database
Not Supported
Group Scheduling
Not Supported
Mobile Access
Not Supported
Multi-Location
Not Supported
Online Booking
Supported
Online Payments
Not Supported
Recurring Appointments
Not Supported
Room Booking Management
Not Supported
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School Accounting Features
Accounts Payable
Supported
Attendance Management
Not Supported
Billing & Invoicing
Not Supported
Budgeting & Forecasting
Supported
Class Loading
Not Supported
Fixed Asset Management
Not Supported
For Private Schools
Not Supported
Fund Accounting
Not Supported
General Ledger
Supported
K-12
Supported
Payroll Management
Supported
Purchasing
Supported
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Integrations
Gmail
Supported
Google Calendar
Supported
Microsoft 365
Supported
Microsoft Outlook
Supported
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Integrations
Gmail
Not Supported
Google Calendar
Not Supported
Microsoft 365
Not Supported
Microsoft Outlook
Not Supported
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