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.


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


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.

Not sure about Apptivo? Compare with a popular alternative

Apptivo

4.4 (711)
VS.
Highly reviewed

Starting Price

$10.00
month
$9.00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

70
237

Integrations

24
47

Ease of Use

4.2 (711)
4.3 (4,050)

Value for Money

4.7 (711)
4.6 (4,050)

Customer Service

4.7 (711)
4.5 (4,050)
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Reviews

Overall rating

4.4 /5
(711)
Value for Money
4.7/5
Features
4.3/5
Ease of Use
4.2/5
Customer Support Software
4.7/5

Already have Apptivo?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 711
Marisela
Marisela
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • 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.

Chris
Overall rating
  • Industry: Education Management
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

New CMS software

Reviewed on 06/05/2021

Apptivo has enabled us to maintain and improve our diary management, transitioning away from a much...

Apptivo has enabled us to maintain and improve our diary management, transitioning away from a much more expensive older established CRM system, which now feels quite outdated and slow by comparison after just a few weeks of using Apptivo.

Pros

This product is easy to use, once you leave behind any legacy training from your old software! It also comes with an excellent APP which enables you to INSTANTLY access your diary anywhere you are. this is a big plus.
Once you understand the logic of the programme you realise there is a lot of functionality available to you. We will be picking up various new apps as we need them. this aspect is also helpful as you are not paying for anything you do not need.... until you need it!

Cons

Not a fault of the software, but our biggest challenge is simply unlearning how the old software worked, along with the absence of a right click function - which is the same for any browser based software.

Alternatives Considered

HubSpot Marketing Hub

Reasons for Choosing Apptivo

This product has an online web version but it is slow, cumbersome and with rather limited functionality which is really quite challenging to access online. We needed to be much more nimble and be able to access our diaries much more quickly and do not regret the move away from ACT.

Switched From

HubSpot Marketing Hub

Reasons for Switching to Apptivo

All the other options were far more costly / user with apparently similar functionality.
Niraj
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 5.0 /10

is so good

Reviewed on 03/12/2019

last one month
they are problem in setup CRP chart support will take to more time implement for...

last one month
they are problem in setup CRP chart support will take to more time implement for setup
language problem for contamination support
time zone issues for telephonic support

Pros

this very used full App and many app fled are available in this software

Cons

Agenda and task sysnk other software so good

Mark
Overall rating
  • Industry: Insurance Software
  • 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

Great CRM software with excellent service

Reviewed on 17/02/2021

As a group insurance provider, Apptivo has met our objectives and continues to service our account...

As a group insurance provider, Apptivo has met our objectives and continues to service our account well. Our overall experience with Apptivo has been excellent.

Pros

Our implementation team was great. They spent a lot of time tailoring Apptivo exactly to our business. We did not have to make our business fit their software, they fit Apptivo to our business. The Apptivo team is still available to help, so service is excellent. It is so customizable and easy for our own team make changes to fields, views and screens. Very intuitive. Anything I need help with the Apptivo team is available.

Cons

I haven't found anything I don't like yet, because each customization I need, they are able to accommodate.

Alternatives Considered

Salesforce Sales Cloud, Pipeliner CRM, and HubSpot CRM

Reasons for Choosing Apptivo

ACT was too expensive and outdated to use. Customization was costly and not user friendly. We also wanted a cloud-based solution and Apptivo's is very good.

Switched From

Act!

Reasons for Switching to Apptivo

Apptivo's easy of use, good reviews, service team and price were right for us.
Ted
Overall rating
  • Industry: Education Management
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

New user that is loving the customization and support

Reviewed on 06/07/2020

The support team lead by Velu has given me a lot of confidence as a new user. Having access to...

The support team lead by Velu has given me a lot of confidence as a new user. Having access to experts that respond to my inquiries quickly and thoroughly has been very helpful and is the reason I've already been recommending Apptivo to my fellow entrepreneurs.

Pros

The support at Apptivo in AMAZING! I worked with a team to import 15K+ contacts and 72K+ emails and notes from another CRM. They have been extremely helpful, responsive, and on top of all the technical challenges I've had along the way with getting started.

I evaluated numerous other CRMs before deciding on Apptivo. I like the ability to customize this CRM to your needs, the price point is fair, and their support team has been extremely helpful with the importing process.

Cons

The import process was time-consuming based on the amount of data I had to bring over and the fact that my old CRM didn't provide an SQL file to make it simple. This is no fault of Apptivo.

Features I would like to see:
1. Add email sequences to the Premium plan
2. Fixes are needed for the email sequence, Gmail sidebar, and Triggers (I have put in support requests for these items
3. Add the ability to create simple invoices without having so many required fields. All the required fields in that app make the functionality not work for my business, so I create invoices on another platform

Alternatives Considered

Insightly, Streak, and HubSpot CRM

Reasons for Choosing Apptivo

Karma lacked the functionality I needed that Apptivo has.

Switched From

karmaCRM

Reasons for Switching to Apptivo

The reviews, the price, and the responsiveness of Minh when I wanted to schedule a demo and had questions about the software (great job Minh!)
Showing 5 reviews of 711 Read all reviews

Apptivo FAQs

Below are some frequently asked questions for Apptivo.

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

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, 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, authorize.net

Apptivo offers the following support options:

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

Related categories

See all software categories found for Apptivo.