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
Not sure about Apptivo?
Compare with a popular alternative
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
Alternatives
ClickUp
Streak
Builder Prime
MarketSharp
Reviews
Already have Apptivo?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Architecture & Planning
- Company size: Self Employed
- 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
Perfect for any business
Reviewed on 05/02/2019
I have only used a handful of the features so far, however, I am happy with what I have, I was...
I have only used a handful of the features so far, however, I am happy with what I have, I was looking for a solution like this as I grow but don't have the resources to generate a custom solution. This was the perfect fit, it hosts all the information of expense reports, projects, invoicing, licensing, provider payments, staffing, etc. in one place to review so things don't get lost through the cracks.
Pros
You can find many CRM softwares, other project management softwares, and yet other accounting software. Apptivo brings all these features and more into one platform. While maybe not the easiest to use, it is due to the vast capabilities and customization features of the software. I don't have an IT staff and am an individual business owner but I was able to get everything set up for my professional services related business. I am extremely satisfied with the fast assistance by email, phone, and chat with the support staff, I couldn't have done it without them.
Cons
I wish the person completing the trial demonstration could also have done a very advanced customization demonstration or I could have schedueld that for the future. I attempted multiple times to customize apps myself and ended up duplicating features and the original feature was better than what I did in the first place.
Response from Apptivo
Hi Brett!
First of all, thank you so much for taking the time to post this review. Our team is so thrilled that you are so happy with our service and Apptivo. I am very glad to read that our support team provided great service. We would continue to provide all of our customers with the same amazing experience. You can always get us on online chat (24/7) or write a note to [email protected].
Thanks again!
- 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: 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: Construction
- 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 10.0 /10
Thank you [sensitive content hidden for always resolving my issues! Keep up the good work!...
Reviewed on 16/05/2023
Pros
Thank you [sensitive content hidden] for always resolving my issues! Keep up the good work! KUDOS to you!
- Industry: Automotive
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Very easy to use all in one solution
Reviewed on 15/05/2023
Very positive the support team are amazing
Very positive the support team are amazing
Pros
Easy to use, all-in-one system, great, fast support
Cons
It's a little bit slow and the look and feel is old fashioned
Alternatives Considered
Vtiger CRMReasons for Switching to Apptivo
iT WAS MORE FLEXIBLE AND CUSTOMISABLEApptivo 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, 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
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
Related categories
See all software categories found for Apptivo.
- Sales Force Automation Software
- Help Desk & Ticketing Software
- Customer Engagement Software
- Online CRM Software
- Customer Service Software
- Complaint Management Software
- Contact Management Software
- CRM Software
- Real Estate CRM Software
- Contact Center Software
- Lead Management Software
- Financial CRM Software
- Inside Sales Software
- Knowledge Base Software
- Sales Tracking Software
- Insurance CRM Software
