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:

US$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

    S M L

    Markets

    Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

    Supported Languages

    English

    Pricing starting from:

    US$10,00/month

    • Free Trial
    • Free Version
    • Subscription

    Images

    Visualize sales funnels with built-in dashboards
    Set sales targets and measure performance in real time
    Create automated workflows to create activities & send automatic emails
    Simple contact profiles that can be configured to store any details
    Automatic tracking of all history with a customer, including emails, notes, calls & meetings
    Get a 360° of customers by integrating all customer data into one system
    Powerful search tools for targeted marketing lists & flexible reporting
    Easily browse through results, edit data in bulk, email contacts in bulk, or export any data on the fly
    View 9 more
    Apptivo video
    Apptivo screenshot: Visualize sales funnels with built-in dashboards Apptivo screenshot: Set sales targets and measure performance in real time Apptivo screenshot: Create automated workflows to create activities & send automatic emails Apptivo screenshot: Simple contact profiles that can be configured to store any details Apptivo screenshot: Automatic tracking of all history with a customer, including emails, notes, calls & meetings Apptivo screenshot: Get a 360° of customers by integrating all customer data into one system Apptivo screenshot: Powerful search tools for targeted marketing lists & flexible reporting Apptivo screenshot: Easily browse through results, edit data in bulk, email contacts in bulk, or export any data on the fly

    Features

    Total features of Apptivo: 76

    • API
    • Activity Dashboard
    • Activity 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
    • 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
    • Pipeline Management
    • Pipeline Reports
    • Product Catalog
    • Project Management
    • Project Time Tracking
    • Proposal Generation
    • Purchase Order Management
    • Quotes/Estimates
    • Referral 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
    • Territory Management
    • Third Party Integrations
    • Timesheet Management
    • Web Forms
    • Website Integration
    • Work Order Management
    • Workflow Management

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    Reviews

    Overall rating

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

    Already have Apptivo?

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

    Write a Review!
    Showing 5 reviews of 541
    Marisela E.
    Overall rating
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    Customer Support is very Responsive

    Reviewed on 2016/11/28

    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.

    Mark P.
    Overall rating
    • Industry: Insurance
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    Great CRM software with excellent service

    Reviewed on 2021/02/17

    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.

    Sean C.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: Self Employed
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 1.0 /10

    Decided to switch to something else

    Reviewed on 2019/04/02

    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

    Marisa N.
    Overall rating
    • 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
    • Likelihood to recommend 10.0 /10

    SDFRA Review of Apptivo

    Reviewed on 2021/02/16

    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.

    Gabriel V.
    Overall rating
    • Industry: Consumer Services
    • Company size: 51-200 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

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

    Google Contact Replacement

    Reviewed on 2021/03/29

    We had to keep customizing every time we added a new contact with our old system, here once we...

    We had to keep customizing every time we added a new contact with our old system, here once we customized our fields they are set and there every time. We felt as if we had our own software program made just for us, we walked them through on what we needed and they gave us what we needed and more. They have saved us so much time going forward.

    Pros

    We worked with Google Contacts but we ran out of contact space with them, we had to look for a system/software that we could customize contact fields to fit our needs. I searched different programs for several weeks narrowing it down to a handful and after trying out all of them we found that Apptivo was the most user friendly, and the one with all the options for us to customize ALL our contact fields. This is what set it apart from the others and the you can't beat the price!

    Cons

    We are still new to the software, but we have integrated and there is nothing that we don't like about the software. The more we learn about it the more we love it.

    Showing 5 reviews of 541 Read all reviews

    Apptivo FAQs

    Below are some frequently asked questions for Apptivo.

    Apptivo offers the following pricing plans:

    • Starting from: US$10,00/month
    • Pricing model: Free, Subscription
    • Free Trial: Available

    Starts at just $10/user/month - all apps included, no gimmicks.

    We do not have any information about Apptivo features

    Apptivo has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Apptivo supports the following languages:

    English

    Apptivo supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    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

    Apptivo offers the following support options:

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

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