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 Version
  • Free Trial
  • 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, United Kingdom, India, Japan, Mexico, United States

Supported Languages

English

Pricing starting from:

US$10,00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Apptivo Software - Visualize sales funnels with built-in dashboards
Apptivo Software - Set sales targets and measure performance in real time
Apptivo Software - Create automated workflows to create activities & send automatic emails
Apptivo Software - Automatic tracking of all history with a customer, including emails, notes, calls & meetings
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Apptivo video
Apptivo Software - Visualize sales funnels with built-in dashboards Apptivo Software - Set sales targets and measure performance in real time Apptivo Software - Create automated workflows to create activities & send automatic emails Apptivo Software - Automatic tracking of all history with a customer, including emails, notes, calls & meetings

Features

Total features of Apptivo: 51

  • API
  • Activity Dashboard
  • Activity Management
  • Automated Routing
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Client Management
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Email Management
  • Email Marketing
  • Email Templates
  • For Startups
  • For iPad Devices
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • 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
  • Self Service Portal
  • Support Ticket Management
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

Alternatives

Salesforce Sales Cloud

4,4
#1 Alternative to Apptivo
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Zoho CRM

4,3
#2 Alternative to Apptivo
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

HubSpot CRM

4,5
#3 Alternative to Apptivo
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

Pipedrive

4,5
#4 Alternative to Apptivo
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

Reviews

Overall rating

4,4 /5
(593)
Value for Money
4,7/5
Features
4,3/5
Ease of Use
4,2/5
Customer Support
4,7/5

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Showing 5 reviews of 593
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.

Sunil K.
Overall rating
  • Industry: Consumer Goods
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Decent Suite of Productivity Apps

Reviewed on 2020/03/31

I would give this 4 out of 5. I love the fact that it is offered for FREE for up to 3 users so...

I would give this 4 out of 5. I love the fact that it is offered for FREE for up to 3 users so great for small start up companies. There are tons of apps you can add and customize per your needs.

Pros

One stop shop for many productivity apps such as supply chain, CRM, HR, Accounting etc. Customer service are always available via chat and very helpful. They will even do screen share and troubleshoot the issues.

Cons

Some of the templates such as purchase order, packing slip are hard to customize. Some of the fields do not display consistently.

Olga C.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11-50 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

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

Great software, great value for money

Reviewed on 2021/11/25

Apptivo helped my organisation create a central system for accessing information about our wide...

Apptivo helped my organisation create a central system for accessing information about our wide network of contacts and organisations, and helped the team to streamline project management processes.

Pros

Apptivo is a user-friendly software for managing information about stakeholders and organisations, with great functionality for segmenting stakeholders, project management, and integration with other applications like Slack.

Cons

Any functionality issues were quickly resolved by the Apptivo team. The event management functionality could be expanded beyond creating target lists and email campaigns.

Reasons for Switching to Apptivo

Apptivo has similar functionality to some of the more expensive products like Salesforce and Insightly, for a fraction of the price.
Bhumika G.
Overall rating
  • Industry: Security & Investigations
  • Company size: 51-200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Awesome support team

Reviewed on 2022/01/17

I really like the support them.. the product is not very user-friendly but support teams are very...

I really like the support them.. the product is not very user-friendly but support teams are very helpful.

Pros

Honestly, the product is not user-friendly.

Cons

everything -.. too complicated and not user-friendly.. .. since we are less than 10 users it doesn't make any sense to add Adhoc service expense for the setup.

Steve H.
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 2-10 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

Nice Product for the Money

Reviewed on 2021/10/28

Very good experience thus far.

Very good experience thus far.

Pros

This platform is user friendly and is cost effective.

Cons

Possibly shorten the length of the screen shots to where you dont have to scroll down

Showing 5 reviews of 593 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 Version, Subscription
  • Free Trial: Available

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

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, Operations Hub, PayPal, 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

Related categories

See all software categories found for Apptivo.