Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact info, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as Contacts or Opportunities.
Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Doxim CRM is a financial services customer relationship management (CRM) software designed to help banks & credit unions establish and maintain relationships with new and existing clients using contact, campaign, and pipeline management tools, plus sales tracking technology, and more
Doxim CRM is a financial services customer relationship management (CRM) software designed to help banks & credit unions establish and maintain...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

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

Starting from

US$10,00/month

  • Free
  • Subscription

Starting from

  • Free
  • Subscription

Overall rating

4,4 /5
(541)
Ease of Use
4,2/5
Features & Functionality
4,3/5
Customer Service
4,7/5
Value for Money
4,7/5

Overall rating

4,5 /5
(2)
Ease of Use
4,5/5
Features & Functionality
0/5
Customer Service
4,5/5
Value for Money
0/5

Total features 76

  • API
  • Account Alerts
  • Activity Dashboard
  • Activity Management
  • Asset Management
  • Assignment Management
  • Audit Trail
  • Auto-Responders
  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Configurable Workflow
  • Contact Management
  • Customer Accounts
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Email Management
  • Email Marketing
  • Email Templates
  • Estimating
  • Expense Tracking
  • Forecasting
  • Full Text Search
  • Gantt/Timeline View
  • Goal Setting / Tracking
  • Help Desk Management
  • Household Tracking
  • Income & Balance Sheet
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Job Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Performance Management
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Project Management
  • Project Time Tracking
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Segmentation
  • Service Level Agreement (SLA) Management
  • Supplier Management
  • Task Management
  • Team Assignments
  • Territory Management
  • Third Party Integrations
  • Timesheet Management
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management

Total features 24

  • API
  • Account Alerts
  • Activity Dashboard
  • Activity Management
  • Asset Management
  • Assignment Management
  • Audit Trail
  • Auto-Responders
  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Configurable Workflow
  • Contact Management
  • Customer Accounts
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Email Management
  • Email Marketing
  • Email Templates
  • Estimating
  • Expense Tracking
  • Forecasting
  • Full Text Search
  • Gantt/Timeline View
  • Goal Setting / Tracking
  • Help Desk Management
  • Household Tracking
  • Income & Balance Sheet
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Invoice Management
  • Job Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Performance Management
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Project Management
  • Project Time Tracking
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Segmentation
  • Service Level Agreement (SLA) Management
  • Supplier Management
  • Task Management
  • Team Assignments
  • Territory Management
  • Third Party Integrations
  • Timesheet Management
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management
  • Asterisk
  • Authorize.Net
  • Dropbox Business
  • FCRM Insurance
  • 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
  • Asterisk
  • Authorize.Net
  • Dropbox Business
  • FCRM Insurance
  • 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