What Is Apptivo?

Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.

Who Uses Apptivo?

We serve businesses of all shapes and sizes. From independent consultants to billion dollar enterprises, Apptivo offers over 60 business apps that are highly configurable for most types of companies.

Where can Apptivo be deployed?

Cloud-based
On-premise

About the vendor

  • Apptivo
  • Located in Fremont, US
  • Founded in 2018

Apptivo support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Australia, Brazil, Canada, China, Germany and 5 others

Languages

English

Apptivo pricing

Starting Price:

US$10.00/month
  • Yes, has free trial
  • Yes, has free version

Apptivo has a free version and offers a free trial. Apptivo paid version starts at US$10.00/month.

Pricing plans get a free trial

About the vendor

  • Apptivo
  • Located in Fremont, US
  • Founded in 2018

Apptivo support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Australia, Brazil, Canada, China, Germany and 5 others

Languages

English

Apptivo videos and images

Apptivo Software - Sales Funnel - Apptivo lets you view the sales funnel, which depicts how the leads are nurtured and are moved to the next stage of the funnel. The sales team can use this information to focus their efforts and prioritize the leads.
Apptivo Software - The complete 360 view - The 360-degree view tab in Apptivo allows users to view different object that is related to the current item viewed.
Apptivo Software - Gantt chart - Automate your project schedules with task dependencies, and visualize & change the project schedule from a real-time gantt chart.
Apptivo Software - Master Layout & List Layout - Master Layout in Orders App allows you to add up the custom fields as per your requirement. List layout allows configuring the desired column set in the list view.
Apptivo Software - Sales stages - Apptivo lets you track your opportunities to close the deals based on your sales stages , also you find reasons in the loss analysis on how some of your opportunities are lost.
View 6 more
Apptivo video
Apptivo Software - Sales Funnel - Apptivo lets you view the sales funnel, which depicts how the leads are nurtured and are moved to the next stage of the funnel. The sales team can use this information to focus their efforts and prioritize the leads.
Apptivo Software - The complete 360 view - The 360-degree view tab in Apptivo allows users to view different object that is related to the current item viewed.
Apptivo Software - Gantt chart - Automate your project schedules with task dependencies, and visualize & change the project schedule from a real-time gantt chart.
Apptivo Software - Master Layout & List Layout - Master Layout in Orders App allows you to add up the custom fields as per your requirement. List layout allows configuring the desired column set in the list view.
Apptivo Software - Sales stages - Apptivo lets you track your opportunities to close the deals based on your sales stages , also you find reasons in the loss analysis on how some of your opportunities are lost.

Features of Apptivo

  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Automated Routing
  • CRM Software
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management Software
  • Client Management
  • Communication Management
  • Contact Database
  • Contact Management Software
  • Customer Complaint Tracking
  • Customer Database
  • Customer History
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deal Management
  • Document Storage
  • Email Management Software
  • Email Marketing Software
  • For Financial Institutions
  • For Insurance Industry
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Interaction Tracking
  • Knowledge Base Management
  • Knowledge Management Software
  • Lead Capture Software
  • Lead Management Software
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation Software
  • Mobile Access
  • Multi-Channel Communication
  • Opportunity Management
  • Pipeline Management
  • Quotes/Estimates
  • Referral Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Support Ticket Management
  • Task Management Software
  • Territory Management
  • Third Party Integrations
  • Ticket Management
  • Workflow Management Software

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Sales Hub provides email tracking, prospect database searching, presentation sharing, auto dialer with call recording and logging. Learn more about HubSpot Sales Hub
Pipeliner CRM drives exceptional user engagement through its sales-friendly interface resulting in high adoption rates and faster ROI. Learn more about Pipeliner CRM
Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution. Learn more about Zoho CRM

Reviews of Apptivo

Average score

Overall
4.4
Ease of Use
4.2
Customer Service
4.7
Features
4.3
Value for Money
4.7

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Marisela
Marisela
US
Verified LinkedIn User
Used the Software for: 2+ years
Reviewer Source
Source: GetApp

Customer Support is very Responsive

5.0 6 years ago

Comments: 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.

Maira
Director of Sales in US
Security & Investigations, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source

Flexible Software Platform

4.0 2 weeks ago New

Comments: Cloud-based product is easy to use from anywhere, including mobile device. We required significant system customizations and most were successfully implemented. While we have trouble resolving issues using Apptivo's general Tech Support chat function (probably due to our breadth of customizations), our PM and Apptivo's technical team always provide good support when we have issues to address!

Pros:

Its ability to accommodate the range of sales and technical information we track in a CRM. The Apptivo team was willing to affordably undertake necessary customizations to tailor the product to our business model.

Cons:

Certain basic tools (i.e. drag and drop column-builder) are not features of this system. List upload function is complex. Mobile functionality is somewhat limited. Outlook integration is less user-friendly / flexible than ideal. Reporting functionality is limited without customized reports.

Alternatives Considered: Salesforce Platform

Reasons for Choosing Apptivo: Obsolescence

Reasons for Switching to Apptivo: Price relative to the feature set we required at the given time.

Michele
Accountant in UK
Accounting Software, 11-50 Employees
Used the Software for: 1-5 months
Reviewer Source

Client use

3.0 3 weeks ago New

Comments: Not great. Wouldn't recommend to further clients. Customer help kept repeating the same thing which didn't help. Gave up on the connection.

Pros:

I liked the fact that it linked through to xero, however I can't get it to connect correctly.

Cons:

The fact I can't get it to connect to xero and is clunky in that area.

Lori
Senior Project Manager in US
Research, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

Great Product

5.0 4 months ago

Comments: Overall, this product has streamlined and simplified the way we do business, contact our clients, and regulate their access to data.

Pros:

Apptivo CRM is very user friendly. It is also very flexible so it can suit your business the way you do business

Cons:

If I feel like there is something missing, I can report it to Apptivo and they usually put it in their pipeline and add it to the software.

Alternatives Considered: Sales Force Assistant

Reasons for Switching to Apptivo: Apptivo was customizable and easier to use than the others. The price point was also better for us which was huge!

Sunil
Sunil
Manager in US
Verified LinkedIn User
Consumer Goods, Self Employed
Used the Software for: 2+ years
Reviewer Source

Decent Suite of Productivity Apps

4.0 3 years ago

Comments: 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.