About Apptivo

Apptivo is a powerful sales & marketing tool which provides the tools including lead management, an opportunity pipeline with intuitive dashboards, campaign management, and flexible workflow tools including marketing automation. Everything is completely accessible from Android or iOS devices and integrated with Office365 & G Suite.

The Apptivo CRM starts with a simple contact management system with slick integrations such as automated email conversation tracking, or automated call logging. The solution offers a complete set of sales tools for lead management, activity tracking, pipeline visualization, and automated workflow, as well as integrated quoting, to generate estimates from the pipeline and email professionally branded PDFs to customers.

Apptivo’s apps also include integrated email marketing to launch targeted campaigns to contact lists, and track exactly who is reading & clicking on messages. Implement marketing automation to plan out detailed sequences of when the team should be following up with prospects, and when they should be received personalized automated messages.

Apptivo offers much more than just a CRM. The platform includes apps that help in all areas of business such as help desk, invoicing, project management, procurement, and more. All apps are designed to resolve around the CRM, providing a complete 360° view of each customer.

Apptivo allows users to define their company territories, markets, and their market segments; each of these properties can then be used to search and sort customer accounts by. Not only are businesses able to define who is buying their product, and where; but they can also define the industry that the account belongs to, all in one place.

Pricing starting from:

US$8.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Apptivo

A single online portal to access a 360° degree view of contacts

Sales pipeline management tools with reporting & dashboards

Tightly integrated email marketing capabilities

Closely connected with Office365 & G Suite through seamless integrations

Some of the most flexible configuration tools available

Unbeatable combination of capability, flexibility, and value

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, China, Germany, United Kingdom, India, Japan, Mexico, United States

Supported Languages

English

Pricing starting from:

US$8.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Apptivo Software - Sales stages : Apptivo lets you track your opportunities to close the deals based on your sales stages , also you find reasons in the loss analysis on how some of your opportunities are lost.
Apptivo Software - Sales Funnel : Apptivo lets you view the sales funnel, which depicts how the leads are nurtured and are moved to the next stage of the funnel.
Apptivo Software - Complete 360 view : The 360-degree view tab in Apptivo allows users to view different object that is related to the current item viewed.
Apptivo Software - Gantt chart - Automate your project schedules with task dependencies, and visualize & change the project schedule from a real-time Gantt chart.
Apptivo Software - Mobile View - Apptivo allows you to access CRM across devices. You can store and manage information across multiple devices, on the go. With google map integration, you can have a look at the maps related to your business processes.
Apptivo Software - Master & List Layout : Master Layout in Orders App allows you to add up the custom fields as per your requirement.List layout allows configuring the desired column set in the list view.
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Apptivo video
Apptivo Software - Sales stages : Apptivo lets you track your opportunities to close the deals based on your sales stages , also you find reasons in the loss analysis on how some of your opportunities are lost.
Apptivo Software - Sales Funnel : Apptivo lets you view the sales funnel, which depicts how the leads are nurtured and are moved to the next stage of the funnel.
Apptivo Software - Complete 360 view : The 360-degree view tab in Apptivo allows users to view different object that is related to the current item viewed.
Apptivo Software - Gantt chart - Automate your project schedules with task dependencies, and visualize & change the project schedule from a real-time Gantt chart.
Apptivo Software - Mobile View - Apptivo allows you to access CRM across devices. You can store and manage information across multiple devices, on the go. With google map integration, you can have a look at the maps related to your business processes.
Apptivo Software - Master & List Layout : Master Layout in Orders App allows you to add up the custom fields as per your requirement.List layout allows configuring the desired column set in the list view.

Features

Total features of Apptivo: 64

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Automated Routing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Client Management
  • Communication Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer History
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • For Startups
  • For iPad Devices
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Base Management
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Multi-Channel Communication
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Support Ticket Management
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Ticket Management
  • Workflow Management

Alternatives

Salesforce Sales Cloud

4.4
#1 Alternative to Apptivo
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Zoho CRM

4.3
#2 Alternative to Apptivo
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

HubSpot CRM

4.5
#3 Alternative to Apptivo
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

Insightly

3.9
#4 Alternative to Apptivo
Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities...

Reviews

Overall rating

4.4 /5
(626)
Value for Money
4.7/5
Features
4.3/5
Ease of Use
4.2/5
Customer Support
4.7/5

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Showing 5 reviews of 626
Marisela E.
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Customer Support is very Responsive

Reviewed on 28/11/2016

Our business started Apptivo when we were quite small, and there were several issues with the...

Our business started Apptivo when we were quite small, and there were several issues with the program when we first began using them. The support at Apptivo is awesome, every time that we have a difficulty using any of the programs feature, they have gotten back to us within hours or sometimes days. The recent issue with using their Ledger App took a bit longer to resolve but we enthusiastically appreciate their dedication to resolving the issues, and how thoroughly they did resolve it.

The features we use most often include: Emailing Invoices and Estimates, keeping track of our Finances with their Ledger App, and keeping track of correspondence with Clients. There are some many other features to the program including tracking Inventory, tracking Accounts with Suppliers, and creating Projects with clients/collaborations with other professionals just to name a few.

I will continue to use and support the Apptivo program. They continue to grow and offer more features, clearer and efficient options for tracking the growth of our business as it continues to grow!

Pros

Easy to use features - Sending out invoices - Receiving payments and notifications - Receving Emails and Client feedback - Tracking client info - Reviewing, Updating, and tracking Inventory and Accounts Payables. There are many other features but these we use in general.

Cons

Some errors with Invoices through paypal that require the client to input the info more than once, especially when there is Updates to the program. This has happened on some occasions, but is no longer an issue that we experience.

Sunil K.
Overall rating
  • Industry: Consumer Goods
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Decent Suite of Productivity Apps

Reviewed on 31/03/2020

I would give this 4 out of 5. I love the fact that it is offered for FREE for up to 3 users so...

I would give this 4 out of 5. I love the fact that it is offered for FREE for up to 3 users so great for small start up companies. There are tons of apps you can add and customize per your needs.

Pros

One stop shop for many productivity apps such as supply chain, CRM, HR, Accounting etc. Customer service are always available via chat and very helpful. They will even do screen share and troubleshoot the issues.

Cons

Some of the templates such as purchase order, packing slip are hard to customize. Some of the fields do not display consistently.

Zita K.
Overall rating
  • Industry: Commercial Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Apptivo - new course of business

Reviewed on 25/03/2022

After having been using Apptivo for a couple of months now, we can see that we made a good decision...

After having been using Apptivo for a couple of months now, we can see that we made a good decision choosing Apptivo. The user team loves it and we are still exploring new ways to use it in its full potential.
It is packed with lots of brilliant solutions.

Pros

Apptivo is a great system, it so simple and intuitive from a user perspective that only basic training is enough to start working in it. It is great that we could customise the fields and we could build it to mirror our process map perfectly.

Cons

I think, Apptivo has a certain system logic and it wasn't explained to us very well in the training materials. so when we started to build the system we made some big learning curves that would have been avoidable. There are lot's of training materials available but it's a pain to find answer to our questions when trouble shooting. Help line chat very handy though.

Alternatives Considered

Agile CRM and monday.com

Reasons for Switching to Apptivo

Based on recommendations, value and functionality
Carlos V.
Overall rating
  • Industry: Management Consulting
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

To Basic and Not Ready

Reviewed on 25/03/2022

Not good. I will find another CRM solution.

Not good. I will find another CRM solution.

Pros

Dirt simple and cheap to see up and use.

Cons

The eMail lacks basic features, like Smart Folders, Spam filters, etc. You cannot send .ics files as attachments because of "security." The eMail app on iPhone rarely works well. Then the Newsletter app for campaigns also has a lot of problems. It does not always save your changes.

Veronica S.
Overall rating
  • Industry: Education Management
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Excellent first CRM for small companies

Reviewed on 21/01/2022

Pros

Apptivo allows for a broad range of customization possibilities, making it an excellent out-of-the box option for companies transitioning to a first CRM system.

While other competitors may have sleeker design, the consistency of page layouts and button placement was a huge plus for our inter-generational team and made it easier to manage the transition to an online software after years of working with excel and google docs.

The settings interface within each app makes it very easy to learn how to customize basic field, views, and list options - meaning that smaller companies can look to train someone from within to work alongside Apptivo, instead of needing to hire an external administrator.

The Apptivo team is always HIGHLY responsive. From the initial demonstration walk throughs to fine tuning system design and troubleshooting problems, I have found their customer service to be excellent. [SENSITIVE CONTENT] and to all the others working behind the scenes to help us at the different stages of our projects, THANK YOU!

Most of all, I appreciate that Apptivo continues to improve on their product. Throughout the nearly 3 years I have worked with them, the system has developed to continously offer more features.

Cons

As with any option in this price category, there are occasional bugs. Reporting them to Apptivo generally results in a very quick fix.

Slow load times - it has improved somewhat, but still pages sometimes lag.

Alternatives Considered

Zoho CRM, Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Apptivo

Our business operations are highly integrated across recruitment, sales, and project management. Most competitors package these separately at additional costs for each area of business process. With Apptivo, we found that the price packages are highly suitable for small businesses with staff repsonsibilities crossing over different business areas. Also, we liked the design as a transition for our team. While some competitors have more modern designs, there often is inconsistency in button placement depending on the operation being effected. With an intergenerational team, we appreciated the consistent design across Apps in Apptivo.
Showing 5 reviews of 626 Read all reviews

Apptivo FAQs

Below are some frequently asked questions for Apptivo.

Apptivo offers the following pricing plans:

  • Starting from: US$8.00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Available

Starts at just $8 per user/ Billed annually. - comes with 18 Apps, 100 Custom Fields Per App 25 Workflows 8 Custom Dashboards 3rd Party Service Integration 24x7 Support

Apptivo has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Apptivo supports the following languages:

English

Apptivo supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Apptivo integrates with the following applications:

Asterisk, Authorize.Net, Dropbox Business, Gmail, Google Calendar, Google Contacts, Google Drive, Google Forms, Google Maps, Google Workspace, Microsoft 365, Microsoft Outlook, Nexmo Voice API, OneDrive, Operations Hub, PayPal, QuickBooks Online Advanced, RingCentral Engage Voice, Sign.co, Slack, Stripe, WordPress, Xero, Yahoo Small Business

Apptivo offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

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