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 Trial
- Free Version
- 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
Markets
Supported Languages
Pricing starting from:
$10.00/month
- Free Trial
- Free Version
- Subscription
Images
Features
Total features of Apptivo: 44
- API
- Activity Dashboard
- Activity Management
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Contact Management Software
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Storage
- Email Management Software
- Email Marketing Software
- Email Templates
- Forecasting
- Interaction Tracking
- Interaction Tracking
- Internal Chat Integration
- Lead Capture Software
- Lead Distribution
- Lead Generation Software
- Lead Management Software
- Lead Qualification
- Marketing Automation Software
- 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 Software
- Territory Management
- Third Party Integrations
- Workflow Management Software
Alternatives
Zoho CRM
Salesforce Sales Cloud
Pipedrive
Insightly
Reviews
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- 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.
- 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.
- Industry: Information Technology & Services
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Customer Support Software
- 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
- 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.
- Industry: Nonprofit Organization Management
- Company size: 11-50 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
SDFRA Review of Apptivo
Reviewed on 16/02/2021
The overall experience has been great! By building this project with the Apptivo team, we were able...
The overall experience has been great! By building this project with the Apptivo team, we were able to update our claims system and member database system, which was 12 years old. We can now run reports, track membership dues, grants provided to the members, communicate, document, run checks, etc. This system is very robust, and that is what we asked of the Apptivo team.
We are still working on the project and just launched our "go-live" in-house and are very happy with it so far.
Pros
The most impactful feature of the Apptivo app is the administration and membership portal access. We have approximately 1,300 that will be utilizing this application. The membership side product is very straightforward; thank you to the Apptivo team for allowing our team to provide our feedback and fix any issues quickly for us to test. The integration of the new system was very smooth and almost seamless during the transition.
Cons
Our system was custom built to meet our needs. We would like to see specific items more automatic, and the Apptivo team is still working on making these features in for us.
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, Subscription
- Free Trial: Available
Q. What are the main features of Apptivo?
We do not have any information about Apptivo features
Q. Who are the typical users of Apptivo?
Apptivo has the following typical customers:
Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+
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 Workspace, Microsoft 365, Microsoft Outlook, OneDrive, PayPal, PieSync, QuickBooks Online Advanced, 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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