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:

USD 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

Business size

S M L

Deployment

  • Cloud-based
  • On-premises

Markets

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

Supported Languages

English

Pricing starting from:

USD 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: 66

  • 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
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deal Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • For Insurance Industry
  • 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...

Pipedrive

4.5
#4 Alternative to Apptivo
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

Reviews

Overall rating

4.4 /5
(645)
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 645
Marisela
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
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.

Peter
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Apptivo Support Review

Reviewed on 08/07/2022

Great experience in overall;

Great experience in overall;

Pros

Highly customizable
Has a variety of applications to utilize
It's value for money
Incorporates a lot of events and triggers

Cons

It's a bit complicated for first time users- The settings option is broad.

Alternatives Considered

Zoho CRM, Freshsales and HubSpot CRM

Reasons for Switching to Apptivo

Inclusivity - Variety of items and applications in one place!
Liam
Overall rating
  • Industry: Automotive
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Disabled care and mobility

Reviewed on 27/07/2022

Not great

Not great

Pros

Pos side is easy

Cons

The work orders and how everything is long winded and just backwards.

Rachael
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Intuitive Software with Good Customer Service

Reviewed on 18/05/2022

Apptivo allows us to utilize and provide reporting (snapshots of our progress) easily within one...

Apptivo allows us to utilize and provide reporting (snapshots of our progress) easily within one application.

Pros

Our implementation specialist who helped us set everything up was great. Really like the in-depth customization options as well.

Cons

Would love to see a mapping tool to use when scheduling appointments for customers close to one another.

Showing 5 reviews of 645 Read all reviews

Apptivo FAQs

Below are some frequently asked questions for Apptivo.

Apptivo offers the following pricing plans:

  • Starting from: USD 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, 1,001-5,000

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

See all software categories found for Apptivo.