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 10.00/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 and 5 others, United Kingdom, India, Japan, Mexico, United States

Supported Languages

English

Pricing starting from:

USD 10.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Apptivo Software - Visualize sales funnels with built-in dashboards
Apptivo Software - Set sales targets and measure performance in real time
Apptivo Software - Create automated workflows to create activities & send automatic emails
Apptivo Software - Automatic tracking of all history with a customer, including emails, notes, calls & meetings
View 5 more
Apptivo video
Apptivo Software - Visualize sales funnels with built-in dashboards Apptivo Software - Set sales targets and measure performance in real time Apptivo Software - Create automated workflows to create activities & send automatic emails Apptivo Software - Automatic tracking of all history with a customer, including emails, notes, calls & meetings

Features

Total features of Apptivo: 43

  • API
  • Activity Dashboard
  • Activity Management
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Contact Management
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

Alternatives

Zoho CRM

4.2
#1 Alternative to Apptivo
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

Salesforce Sales Cloud

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

Pipedrive

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

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
(567)
Value for Money
4.7/5
Features
4.3/5
Ease of Use
4.2/5
Customer Support
4.7/5

Already have Apptivo?

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Showing 5 reviews of 567
Don L.
Overall rating
  • Industry: Machinery
  • 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 is THE Best CRM Software System Available!!

Reviewed on 18/06/2021

Outstanding! This is the fourth CRM implementation that I have administered in my career and it...

Outstanding! This is the fourth CRM implementation that I have administered in my career and it was by far the simplest and smoothest process with the greatest customization and functionality! After going through the selection process and reviewing all of the "top CRM Solutions" in great depth, I chose Apptivo and I am super glad that I did! Apptivo keeps the system simple to use, which is a must for sales reps, and provides the customization required. The other "top CRM Solutions" have forgotten what salespeople are REALLy looking for in their CRM tool and as a result, made their system more cumbersome for the user. Not Apptivo, they are deploying their system in the right way and there is no extra charge for excellent customer service! The Apptivo team closely manages my account and QUICKLY addresses any items that I want to change. This has been an excellent rollout!

Pros

Ease of use and customization is awesome! They have kept the system simple while implementing a number of dynamic and intuitive functions. The customer service is EXCELLENT! Most CRM companies just want to sell a boxed product and forget about the user. Apptivo takes the time to identify what the user truly is trying to accomplish and then customizing the software to precisely meet the users' requirements.

Cons

NONE! There are no cons with Apptivo! The system is EXCELLENT!

Alternatives Considered

SugarCRM, Zoho CRM, HubSpot CRM and Salesforce Sales Cloud

Reasons for Choosing Apptivo

ACT! is a waste of money! DO NOT BUY ACT!

Switched From

Act!

Reasons for Switching to Apptivo

Better customization, easier to use, licensing was the least expensive, cloud-based, 24/7 customer service support at no extra charge.
Gina M.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

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

Exceeded Expectations

Reviewed on 16/08/2021

The onboarding team was wonderful and addressed every issue that came up. They were incredibly...

The onboarding team was wonderful and addressed every issue that came up. They were incredibly responsive and Apptivo delivered on all the features we wanted/needed. Apptivo is an absolutely critical part of our business at every level. From lead management, to sales and quoting, to implementation and onboarding of new customers. It is so much more than a CRM for us.

Pros

The onboarding team made sure all of our data was transferred over as we expected and they made everything so easy for us. It is really feature complete so we were able to eliminate multiple other systems and consolidate so it is easier for all staff involved.

Cons

The Outlook integration has had some trouble with calendar appointments that we had to work through.

Alternatives Considered

HubSpot CRM and Salesforce Sales Cloud

Reasons for Choosing Apptivo

We were going to need to spend a lot to re-vamp some processes and it is all consultant based with Dynamics so we decided to look around at other options. Apptivo was by far the best fit for us. It is less costly and easier for us to maintain ourselves. Support and onboarding with Apptivo is top notch.

Switched From

QuoteWerks and Freshdesk

Reasons for Switching to Apptivo

Apptivo is incredibly feature complete and they are more cost effective and support their own product so we can make changes ourselves and also reach out to their support team for help if we need it. It was the best fit for our business by far.
Sean C.
Overall rating
  • Industry: Information Technology & Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 1.0 /10

Decided to switch to something else

Reviewed on 02/04/2019

Their software is decent, but they really seem to loathe their Starter Plan customers. The way...

Their software is decent, but they really seem to loathe their Starter Plan customers. The way they hack out features that they don't want available is sloppy, and makes it necessary to come up with ways to work around their intentional stumbling blocks.

Apptivo - If you don't want to offer a free product, don't. I got the hint, and I'm setting up PayPal Invoicing tonight.

Pros

I've been using their "Starter Plan" since 2012. It is good enough to get by, and it is free. I mostly use the invoicing module.

Cons

Certain settings in the starter plan don't make sense. For example, the e-mail template includes a link to paying online, but online payments aren't supported in the starter plan. Modifying the e-mail template to take that link out is also not supported in the starter plan. I could deal with all that, but now, after a year of using the recurring invoices feature, they suddenly stop working. The tech support person says I have to upgrade my plan to use that. But the settings pages all work, and my invoices are all just sitting there waiting.

Response from Apptivo

Hello Sean,

Thank you so much for taking the time to post this review! We're glad that you enjoyed using Apptivo as a customer for many years. The Starter Plan is generally very limited compared to the other plans. We also upgraded versions since you first created an account with us. This might have caused some unexpected changes. I apologize for the inconvenience caused and will take your feedback to the appropriate teams to help improve our user experience. Thank you again for your feedback!

Team Apptivo

Heath B.
Overall rating
  • Industry: Food & Beverages
  • 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

Designed for us

Reviewed on 26/07/2021

We needed a CRM system that really could be bespoke to our unique needs as an organisation. Having...

We needed a CRM system that really could be bespoke to our unique needs as an organisation. Having outgrown our previous CRM when it wasn't able to be flexible enough to grow with us, we needed to ensure that not only could be track engagements, manage contacts, track event participation -- as well as set up considerable amount of event triggers for email notifications and much more. The Apptivo team really never said "No, we can't do that". It was always a case of let's go away, see what we can do, and they came back with a solution. Very impressed with the support we received from Apptivo.

Pros

Apptivio was already a full-featured product when we identified it as a suitable replacement for our existing CRM system, which we'd outgrown as an organisation. The ability to further customise it to our specific needs, through the support of their friendly, professional services team, guaranteed that it would tick all of our boxes. We're still finding new things to use Apptivo for, and it's great to have all of these features in one product which integrates with our Office suite.

Cons

We heavily customised what the product is capable of, syncing it with our Xero accounting package as well as Office 365. This took considerable effort on the part of Apptivo's support teams -- not a complaint by any means though.

Alternatives Considered

Insightly, Zoho CRM, HubSpot CRM, Zapier, Freshdesk and Zendesk

Reasons for Switching to Apptivo

The incredible amount of features and capabilities present within the Apptivo ecosystem as well as the ability to really make it our own.
Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Before you purchase a CRM solution, You really have to check this out!!!

Reviewed on 02/04/2021

So far, everything's been great. It's been very easy to setup as I want. When I've had questions,...

So far, everything's been great. It's been very easy to setup as I want. When I've had questions, there's the chat box for support and they've been VERY helpful every time I've asked.

Pros

Apptivo is the first collaborative, simple, and cost-effective way to manage customers, pipeline, & calendar that I've found. Most others that offer similar functionality will cost you an arm and a leg. Or they'll be reasonable at first, then they'll get you for each of the "add-ons" that you need to make a whole solution for your organization.

Cons

Some of the apps are not quite as intuitive as some others, but that's to be expected considering their business purpose.

Reasons for Choosing Apptivo

Very intuitive overall. It's great how all the apps integrate and work with the others. It's very nice to have so much functionality in one place.

Reasons for Switching to Apptivo

Everything I need in one app at one monthly price. Not nickel & dime like the others for the same functionality.
Showing 5 reviews of 567 Read all reviews

Apptivo FAQs

Below are some frequently asked questions for Apptivo.

Apptivo offers the following pricing plans:

  • Starting from: USD 10.00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Available

Apptivo has the following typical customers:

Self Employed, 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 Workspace, Microsoft 365, Microsoft Outlook, OneDrive, Operations Hub, PayPal, QuickBooks Online Advanced, 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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