What is Apptivo CRM?

Apptivo is designed to be a cost-effective, end-to-end business solution. In addition to CRM, it features over 60 native applications for commerce, supply chain, product development, and more. You can add and subtract these apps as needed to build a custom software solution. It also offers advanced contact management, reporting, and automation for all your departments.

Ease of Use

Apptivo’s platform is easy to understand but not necessarily easy to use. The interface is a little clunky and lacks some of the at-your-fingertips functionality you see with competitors like Pipedrive and Insightly. However, the system is incredibly straightforward and easy to navigate. So, while your fingers may have to do some walking, you’ll always know where you’re going.

Customization

If you want your employees to love the software, it needs to be personalized to the user’s needs and preferences. Investing a little time during setup allows you to get Apptivo customized for each user. Staff can personalize their homepage, taskbar, and view, and can choose between a minimalist interface or an expansive view.

Beyond the layout, Apptivo lets you build the functionality you need from its 60+ business apps. (Note that “apps” are Apptivo’s terms for business modules, not integrations with outside applications.)

Apptivo offers the standard set of CRM features for marketing, sales, customer service, and contact management plus dozens more apps, such as:

  • Project Management
  • Product Management
  • Supply Chain
  • Human Resources
  • Financial
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    For example, if you’re an online retailer, you may want to add product management and supply chain apps to track your orders, inventory, and shipping. Combined with Apptivo’s CRM functionality, the platform becomes a one-stop-shop for retail and virtually any other industry.

    Apptivo can do it all–if you want it to. Pick the apps you need, and hide the apps you don’t. That way, you’re not stuck with a solution that’s too large and complex. You aren’t forced into a platform that’s too small either. Apptivo is the Goldilocks of CRMs–you can build the solution that’s just right for your business.

    Contact Management

    Like everything else in Apptivo, the contact record can be tailored to your preferences. Include the information you value most, and get rid of irrelevant fields. All the business apps link to the contact record. From a single place, you can view everything associated with the client–work orders, delivery status, contact history, and much more. The entire lifecycle of the client is visible at the touch of a button.

    Reporting

    Apptivo offers an intelligent dashboard that lets you monitor the performance of teams, individuals, and the business overall. There are several built-in dashboard reports available for each app. From the Sales App alone, you can run the following reports:

  • Activity Performance
  • Pipeline by Stage
  • Sales Funnel
  • 12 Months Pipeline
  • Loss Analysis
  • Win Analysis
  • Lead Analysis
  • Open Opportunities
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    You can view these metrics as dials, timelines, and bar graphs. There’s also the option to build custom reports.

    Apptivo also provides a Facebook-like feed which updates you on the team’s activities. The feed is interactive—you can like and comment to offer your colleagues support.

    Automation

    Since Apptivo provides a full suite of business applications, you can automate the workflows across your entire organization. Some of the workflows available in Apptivo are:

  • Email notifications and campaigns
  • Accounting rules
  • Warehousing and inventory management
  • Reminders
  • Approvals
  • Lead conversion
  • Service level agreements
  • Features of Apptivo CRM

    • Accounting
    • Activity management
    • Auto-responders
    • Automatic reminders
    • Show more…

    Apptivo CRM Screenshots (4)

    Apptivo CRM Videos (2)

    Pricing

    • Free trial – yes [Try Free Trial]
    • Lite – $8 per user per month billed annually
    • Premium – $12 per user per month billed annually
    • Ultimate – $20 per user per month billed annually

    View detailed pricing plans

    Support and Integration

    Support
    • Product Demo
    • Live Support
    • Developer Central
    • Small Business University
    • Knowledge Base
    • Applications
    • Case Studies Training
    • Show more…
    Integrations
    • G-Suite
    • Office365
    • Slack
    • QuickBooks
    • Xero
    • Google Calendar
    • Google Tasks
    • Show more…

    FAQs

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