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.
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
Images
Not sure about Apptivo?
Compare with a popular alternative
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
Alternatives
HubSpot Sales Hub
Buildertrend
ClickUp
Streak
Reviews
Already have Apptivo?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- 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 28/11/2016
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.
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Weekly for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Exceeded Expectations
Reviewed on 16/08/2021
The onboarding team was wonderful and addressed every issue that came up. They were incredibly...
The onboarding team was wonderful and addressed every issue that came up. They were incredibly responsive and Apptivo delivered on all the features we wanted/needed. Apptivo is an absolutely critical part of our business at every level. From lead management, to sales and quoting, to implementation and onboarding of new customers. It is so much more than a CRM for us.
Pros
The onboarding team made sure all of our data was transferred over as we expected and they made everything so easy for us. It is really feature complete so we were able to eliminate multiple other systems and consolidate so it is easier for all staff involved.
Cons
The Outlook integration has had some trouble with calendar appointments that we had to work through.
Reasons for Choosing Apptivo
We were going to need to spend a lot to re-vamp some processes and it is all consultant based with Dynamics so we decided to look around at other options. Apptivo was by far the best fit for us. It is less costly and easier for us to maintain ourselves. Support and onboarding with Apptivo is top notch.Reasons for Switching to Apptivo
Apptivo is incredibly feature complete and they are more cost effective and support their own product so we can make changes ourselves and also reach out to their support team for help if we need it. It was the best fit for our business by far.- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
is so good
Reviewed on 03/12/2019
last one month
they are problem in setup CRP chart support will take to more time implement for...
last one month
they are problem in setup CRP chart support will take to more time implement for setup
language problem for contamination support
time zone issues for telephonic support
Pros
this very used full App and many app fled are available in this software
Cons
Agenda and task sysnk other software so good
- Industry: Retail
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Review
Reviewed on 28/09/2023
I have been very pleased so far with Apptivo.
I have been very pleased so far with Apptivo.
Pros
Ease of use, great customer service. I can access it from anywhere. Very customizable.
Cons
The website can be sluggish. The android app is not ideal.
- Industry: Education Management
- 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
New CMS software
Reviewed on 06/05/2021
Apptivo has enabled us to maintain and improve our diary management, transitioning away from a much...
Apptivo has enabled us to maintain and improve our diary management, transitioning away from a much more expensive older established CRM system, which now feels quite outdated and slow by comparison after just a few weeks of using Apptivo.
Pros
This product is easy to use, once you leave behind any legacy training from your old software! It also comes with an excellent APP which enables you to INSTANTLY access your diary anywhere you are. this is a big plus.
Once you understand the logic of the programme you realise there is a lot of functionality available to you. We will be picking up various new apps as we need them. this aspect is also helpful as you are not paying for anything you do not need.... until you need it!
Cons
Not a fault of the software, but our biggest challenge is simply unlearning how the old software worked, along with the absence of a right click function - which is the same for any browser based software.
Alternatives Considered
HubSpot Marketing HubReasons for Choosing Apptivo
This product has an online web version but it is slow, cumbersome and with rather limited functionality which is really quite challenging to access online. We needed to be much more nimble and be able to access our diaries much more quickly and do not regret the move away from ACT.Switched From
HubSpot Marketing HubReasons for Switching to Apptivo
All the other options were far more costly / user with apparently similar functionality.Apptivo FAQs
Below are some frequently asked questions for Apptivo.Q. What type of pricing plans does Apptivo offer?
Apptivo offers the following pricing plans:
- Starting from: US$10.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
Starts at just $8 per user/ Billed annually. - comes with 18 Apps, 100 Custom Fields Per App 25 Workflows 8 Custom Dashboards 3rd Party Service Integration 24x7 Support
Q. Who are the typical users of Apptivo?
Apptivo has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Apptivo support?
Apptivo supports the following languages:
English
Q. Does Apptivo support mobile devices?
Apptivo supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Apptivo integrate with?
Apptivo integrates with the following applications:
Asterisk, Dropbox Business, Gmail, Google Calendar, Google Contacts, Google Drive, Google Forms, Google Maps, Google Workspace, Microsoft 365, Microsoft Outlook, Nexmo Voice API, OneDrive, Operations Hub, PayPal, QuickBooks Online Advanced, RingCentral Engage Voice, Sign.co, Slack, Stripe, WordPress, Xero, Yahoo Small Business, authorize.net
Q. What level of support does Apptivo offer?
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.
- Sales Force Automation Software
- Help Desk Software
- Customer Engagement Software
- Online CRM Software
- Customer Service Software
- Complaint Management Software
- Contact Management Software
- CRM Software
- Real Estate CRM Software
- Contact Centre Software
- Lead Management Software
- Financial CRM Software
- Inside Sales Software
- Knowledge Base Software
- Sales Tracking Software
- Insurance CRM Software
