Traction Tools vs Zola Suite

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Traction Tools

Category: Task Management Tool

Industries: Marketing, Educaiton, Social Media

Pricing

Base ($149/mo)

Zola Suite

Category: Task Management Tool

Industries: Business, Marketing, Legal Files

Pricing

Core

$59.00

1 User Per Month

Enterprise

$79.00

1 User Per Month

Enterprise Plus

$89.00

1 User Per Month

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Most popular feedback for Traction Tools

Traction Tools helps users follow Traction / EOS to a T. Capturing action items and issues is easy. The software makes it simple to conduct L10s. I highly recommend using Traction Tools if your company is running on EOS.

Katie K.

About Traction Tools

Traction Tools is a web-based business management software that allows you to align all parts of your organization. With Traction Tools, you'll be able to organize your To-Dos, manage team member roles, run meetings and visualize goals. This software is designed for entrepreneurs.

Most popular feedback for Zola Suite

We found that Zola Suite had all the features we wanted, was straightforward to use, and was less expensive than Clio.

Michael G.

About Zola Suite

With best-in-class matter management tools and robust billing, accounting and reporting in a single cloud-based solution, Zola Suite seamlessly connects your front and back offices, and delivers a single source of truth. Best-in-class case management tools include built-in email, document management & automation, task management, CRM, secure client portal, calendar & more. The solution also includes sophisticated billing tools and complete business and trust accounting.

Traction Tools reviews

It's been a true game-changer in our business. We started using EOS to run our business a little over a year ago. Until bringing on Traction Tools, is was difficult to track and implement the processes on our own. Traction Tools has really now become a platform that consistently keeps everyone in the business on track, focused on where we are going, and driving accountability across every position in the company.

- Abigail K. Owner

Extremely easy to use, very reliable up-time, and the best customer service I have ever experienced.

- Tyler D. CEO / Visionary

BY the same token, sometimes the very structure that I just praised becomes cumbersome. It can be difficult to figure out what comes next. It's not always clear how to take it to the next topic. And when it comes to building Rocks or adding things to the Traction-site, it wasn't intuitive as to how to do it.

- Lisa C. Financial Systems Manager

Zola Suite reviews

Zola has several great features, but without hesitation, the Document Automation feature is absolutely my favorite feature! Whether we are drafting one document or an entire 50-page form packet, this feature saves us a significant amount of time! A close second is the CRM feature - it is wonderful to be able to track referrals, assess percentage of retention, etc. I also like that calendars can be shared among users, emails can be linked to matters, billing is easy to review within the program, and customization of the matter-specific fields, depending on the practice area.

- Barbara G. Attorney

The fact that it is cloud based means not having issues with our server. It has been very robust so far and exceedingly use to use. Still learning some of its functionality but thus far it has been pleasantly easy and worthy of recommendation.

- Kevin L. Attorney

I like that it has calendar, contacts, matters, documents, tasks, time/expense billing, email, CRM, & an 'at a glance' dashboard - many things we need, all in one program. The document assembly is quite simple/user-friendly, & the fields can be adjusted to suit your business's needs. There are various search options to help you locate files or documents or track things. It has some features that help remind you to bill for work done, & help track the amount of time you spent on that task. There are many short YouTube videos that explain how to use various features or accomplish various tasks. I like that emails have an option to save to the file.

- Nelle S. Paralegal

Pros & cons

Traction Tools

Pros
When using the Traction Tools website for Traction Meetings, it's VERY user-friendly
When you start a meeting, it keeps everyone in the meeting on track with what there is to discuss
to-dos and tasks
Works well for alignment.
Cons
It is not quite as customizable as I wish it were and it can be a little confusing to navigate
More of a concern with the EOS methodology that we feel with this software is that sometimes it rewards solving issues with false urgency, and can make it difficult to focus on the overall strategy as we investigate issues.

Zola Suite

Pros
Having the ability to do not just case management and billing, but complete firm accounting/reconciliation is a godsend
I also love the support Zola provides with real humans who are knowledgable about the product
Their follow up is outstanding
Zola Suite allows me to manage both the clients side and the business side of my practice with ease
This is great product for solo and small firms."
Cons
Since the company is unable to correct the problem, I must move on to the different product
In short, the software has damaged my practice because it cannot be trusted and because it is not the product we were sold
Zola does integrate with Law Pay which has that feature, but the process gets clunky
There is very little that we dislike about Zola Suite
Anything that we have concerns about, they try to address and show us a proper way to manage."

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