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, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)

About the vendor

  • Apptivo
  • Located in Fremont, US
  • Founded in 2018
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

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

Languages

English

About the vendor

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

Compare Apptivo with similar products

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Features of Apptivo

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

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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 E.
Marisela E.
US
Verified LinkedIn User
Used the Software for: 2+ years
Reviewer Source
Source: GetApp

Customer Support is very Responsive

5 5 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.

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

Decent Suite of Productivity Apps

4 2 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.

Zita K.
Business Manager in UK
Commercial Real Estate, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Apptivo - new course of business

4 2 months ago New

Comments: After having been using Apptivo for a couple of months now, we can see that we made a good decision choosing Apptivo. The user team loves it and we are still exploring new ways to use it in its full potential.
It is packed with lots of brilliant solutions.

Pros:

Apptivo is a great system, it so simple and intuitive from a user perspective that only basic training is enough to start working in it. It is great that we could customise the fields and we could build it to mirror our process map perfectly.

Cons:

I think, Apptivo has a certain system logic and it wasn't explained to us very well in the training materials. so when we started to build the system we made some big learning curves that would have been avoidable. There are lot's of training materials available but it's a pain to find answer to our questions when trouble shooting. Help line chat very handy though.

Carlos V.
Managing Partner in US
Management Consulting, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source

To Basic and Not Ready

1 2 months ago New

Comments: Not good. I will find another CRM solution.

Pros:

Dirt simple and cheap to see up and use.

Cons:

The eMail lacks basic features, like Smart Folders, Spam filters, etc. You cannot send .ics files as attachments because of "security." The eMail app on iPhone rarely works well. Then the Newsletter app for campaigns also has a lot of problems. It does not always save your changes.

Rachael G.
VP/General Mgr in US
Hospital & Health Care, 11-50 Employees
Used the Software for: 6-12 months
Reviewer Source

Intuitive Software with Good Customer Service

5 7 days ago New

Comments: Apptivo allows us to utilize and provide reporting (snapshots of our progress) easily within one application.

Pros:

Our implementation specialist who helped us set everything up was great. Really like the in-depth customization options as well.

Cons:

Would love to see a mapping tool to use when scheduling appointments for customers close to one another.