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:
$10.00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Apptivo
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
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Supported Languages
English
Pricing starting from:
$10.00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Apptivo
Images
Features
Total features of Apptivo: 70
Alternatives
Salesforce Platform
Insightly
HubSpot CRM
Pipeliner CRM
Reviews
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- Industry: Machinery
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Technical Help
Reviewed on 22/07/2020
We started to use Apptivo for tracking of leads. Now we have moved into using it for a full CRM...
We started to use Apptivo for tracking of leads. Now we have moved into using it for a full CRM for leads and customers. Also using it for quotes / estimates, which they helped us to customize. We are just now starting to use the marketing features. We are very happy with the program and support.
Pros
Ease of use and the support staff that helps in time of need. The Chat Team, Customer Service Team, Technical Team are all top notch. They are quick to help with day to day topics. They are also great at helping us to cusomize the program to help our companies growing needs. We couldn't be happier and glad we switched to Apptivo.
Cons
Being an administrator is all new to me, so I have had to do a lot of learning. The team has always supplied me with great short videos to help. When I don't get it and need more help they have been right there. The only feature we would like to see that they don't currently have is mapping our clients and leads for our sales team.
- 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 Software
- 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!
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.- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 4.0 /10
Potential to be great, but missing the mark in critical areas
Reviewed on 13/02/2020
Pros
It is user friendly from the aspect of moving around and customizing fields. The import function was also nice to bring in data from old CRM.
the chat feature is nice to ask a question and they are quick to respond
the price is affordable
Cons
It does not truly integrate with O365 to be fully functional. it syncs calendar events and thats all. so all the tasks assigned, you have to manage from the app not your O365 suite. This is NOT efficient. the sales team provided incorrect info on this capability. This feature should be part of your trial so I would have known this product may not be the best fit!
The standard sales conversion is not automatically available, you have to customize it. Reporting has errors and gives "not enough data" and no one can seem to figure out why. if I can't get data, this app is again not efficient.
- Industry: Higher Education Software
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Great CRM and fully customizable. Support chat is always available.
Reviewed on 05/12/2022
It has been great. I have questions daily, but they are all delt with right away.
It has been great. I have questions daily, but they are all delt with right away.
Pros
I can customize any app the way I want to. Without a background in this sort of thing, it could have been tough to work with!
Cons
There are some limitations. Areas where I can't connect this object to that one, or have it scan a file looking for specific words and using the value to propagate leads. For example, a box with NAME: would then be the persons name.
- 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 Software
- 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.
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.Apptivo FAQs
Below are some frequently asked questions for Apptivo.Q. What type of pricing plans does Apptivo offer?
Apptivo offers the following pricing plans:
- Starting from: $10.00/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
Q. Who are the typical users of Apptivo?
Apptivo has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Apptivo support?
Apptivo supports the following languages:
English
Q. Does Apptivo support mobile devices?
Apptivo supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Apptivo integrate with?
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
Q. What level of support does Apptivo offer?
Apptivo offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat
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