Apptivo

CRM for managing customer accounts

4.4 /5 (511 reviews) Write a Review!

Apptivo Overview

What is 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.

Apptivo Overview

Pricing

Starting from
US$10.00/month

Pricing options

Free Trial
Free
Subscription
Value for money

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


Apptivo Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

Visualize sales funnels with built-in dashboards
Set sales targets and measure performance in real time
Create automated workflows to create activities & send automatic emails
Simple contact profiles that can be configured to store any details
Automatic tracking of all history with a customer, including emails, notes, calls & meetings
Get a 360° of customers by integrating all customer data into one system
Powerful search tools for targeted marketing lists & flexible reporting
Easily browse through results, edit data in bulk, email contacts in bulk, or export any data on the fly
Apptivo video Apptivo screenshot: Visualize sales funnels with built-in dashboards Apptivo screenshot: Set sales targets and measure performance in real time Apptivo screenshot: Create automated workflows to create activities & send automatic emails Apptivo screenshot: Simple contact profiles that can be configured to store any details Apptivo screenshot: Automatic tracking of all history with a customer, including emails, notes, calls & meetings Apptivo screenshot: Get a 360° of customers by integrating all customer data into one system Apptivo screenshot: Powerful search tools for targeted marketing lists & flexible reporting Apptivo screenshot: Easily browse through results, edit data in bulk, email contacts in bulk, or export any data on the fly

Apptivo Reviews

Apptivo Reviews

Overall rating
4.4
/
5
Excellent
276

Very good
183

Average
40

Poor
8

Terrible
4

Value for Money
4.6
Features
4.3
Ease of Use
4.1
Customer Support
4.7
90% recommended this app
Marisela E.

Customer Support is very Responsive

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!


Paul N.

CRM Solution

All CRM's require Users to learn their navigation, terminology and how functions are executed. Unlike other CRM's I have tested, the Support Team at Apptivo has been both diligent and effective in resolving a few technical glitches with my onboarding process. Apptivo provides me with a reliable CRM platform and functions on which I can run my business. 24x7 access to an effective and professional Support Team is a valuable resource that ensures I spend more time with my clients than suffering from IT issues.


John C.

customer service gets you up to speed quickly

This has replace the ACT program I used to have and it is doing well.


Sean C.

Decided to switch to something else

Their software is decent, but they really seem to loathe their Starter Plan customers. The way they hack out features that they don't want available is sloppy, and makes it necessary to come up with ways to work around their intentional stumbling blocks.

Apptivo - If you don't want to offer a free product, don't. I got the hint, and I'm setting up PayPal Invoicing tonight.


Shannon M.

Learning and loving

The more I learn, the more I love it!


Marisela E.

Customer Support is very Responsive

Used Daily for 2+ years
Reviewed on 28/11/2016
Review Source: GetApp

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Paul N.
Industry: Financial Services
Company size: Self Employed

CRM Solution

Used Daily for 1-5 months
Reviewed on 20/8/2020
Review Source: Capterra

All CRM's require Users to learn their navigation, terminology and how functions are executed. Unlike other CRM's I have tested, the Support Team at Apptivo has been both diligent and effective in resolving a few technical glitches with my onboarding process. Apptivo provides me with a reliable CRM platform and functions on which I can run my business. 24x7 access to an effective and professional Support Team is a valuable resource that ensures I spend more time with my clients than suffering from IT issues.

Pros

Apptivo provides a portfolio of critical functions for companies to manage different aspects of their business. Unlike some others, the Apptivo functions/Apps are well integrated. This provides a strong foundation for reliable and accurate information to manage your business.

Cons

Apptivo doesn't yet integrate with Zoom.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

John C.
Industry: Paper & Forest Products
Company size: 51-200 Employees

customer service gets you up to speed quickly

Used Daily for 1-5 months
Reviewed on 14/1/2021
Review Source: Capterra

This has replace the ACT program I used to have and it is doing well.

Pros

I like the ease of getting answers from customer service if stumped. I am 72 and while the app is pretty easy to navigate I sometimes need help and the team always comes thru quickly.

Cons

nothing it is doing all that I need done and more.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Sean C.
Industry: Information Technology & Services
Company size: Self Employed

Decided to switch to something else

Used Daily for 2+ years
Reviewed on 2/4/2019
Review Source: SoftwareAdvice

Their software is decent, but they really seem to loathe their Starter Plan customers. The way they hack out features that they don't want available is sloppy, and makes it necessary to come up with ways to work around their intentional stumbling blocks.

Apptivo - If you don't want to offer a free product, don't. I got the hint, and I'm setting up PayPal Invoicing tonight.

Pros

I've been using their "Starter Plan" since 2012. It is good enough to get by, and it is free. I mostly use the invoicing module.

Cons

Certain settings in the starter plan don't make sense. For example, the e-mail template includes a link to paying online, but online payments aren't supported in the starter plan. Modifying the e-mail template to take that link out is also not supported in the starter plan. I could deal with all that, but now, after a year of using the recurring invoices feature, they suddenly stop working. The tech support person says I have to upgrade my plan to use that. But the settings pages all work, and my invoices are all just sitting there waiting.

Response from Apptivo

Hello Sean,

Thank you so much for taking the time to post this review! We're glad that you enjoyed using Apptivo as a customer for many years. The Starter Plan is generally very limited compared to the other plans. We also upgraded versions since you first created an account with us. This might have caused some unexpected changes. I apologize for the inconvenience caused and will take your feedback to the appropriate teams to help improve our user experience. Thank you again for your feedback!

Team Apptivo

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 1.0/10

Shannon M.
Industry: Maritime
Company size: 11-50 Employees

Learning and loving

Used Daily for 1+ year
Reviewed on 7/10/2020
Review Source: Capterra

The more I learn, the more I love it!

Pros

I love the automation and how easy it is to communicate with our customers and internal team.

Cons

I'm still learning, and although all companies vary in their work flows, I would love to see a more of a road map, as to how apps should relate to one another. Being able to convert an estimate into a quote from the click of a button is great, and the notifications of "who's up next" is great. I guess I just need more time to figure it all out on our end. I know the potential is there, it's a very intuitive product.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8.6/10
Based on 511 user ratings
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Apptivo Pricing

Apptivo Pricing

Starting from
US$10.00/month
Free Trial
Free
Subscription
Value for money

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

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

Value for Money
4.6/5
Based on 511 user ratings
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Apptivo Features

Apptivo Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customisable Branding
Customisable Reporting
Customisable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4.3/5
Based on 511 user ratings
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Categories

Additional information for Apptivo

Additional information for Apptivo

Key features of Apptivo

  • API
  • Activity dashboard
  • Activity management
  • Audit trail
  • Auto-responders
  • Automatic reminders
  • Billing & invoicing
  • Calendar management
  • Calendar sync with Google
  • Configurable workflow
  • Contact management
  • Continuous backup
  • Custom fields
  • Customer accounts
  • Customer history
  • Customizable branding
  • Customizable reporting
  • Customizable templates
  • Data import
  • Data import/export
  • Detailed role based security
  • Document storage
  • Email integration
  • Email templates
  • Estimating
  • Event triggered email
  • Expense tracking
  • Filtered views
  • Full text search
  • Gantt charts
  • Goal setting / tracking
  • Help desk management
  • Help desk tickets
  • Invoice management
  • Job management
  • Lead assignment
  • Lead capture
  • Lead distribution
  • Lead generation
  • Lead management
  • Lead scoring
  • Lead tracking & auto assignment
  • Multi-channel management
  • Multi-company
  • Multi-country
  • Multi-currency
  • Opportunity management
  • Order management
  • Pipeline management
  • Pipeline reports
  • Pipeline reports & dashboards
  • Product catalog
  • Project management
  • Project time tracking
  • Proposal generation
  • Purchase order management
  • Quote management
  • Role-based permissions
  • Rules-based workflow
  • SLA management
  • SSL security
  • Sales analytics
  • Sales tracking
  • Search functionality
  • Secure data storage
  • Secure login
  • Shared contacts
  • Supplier management
  • Territory management
  • Third party integration
  • Timesheets
  • Unified activity management
  • Web forms
  • Website integration
  • Work order management
  • Workflow & marketing automation
  • Workflow management

Benefits

  • 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

  • Apptivo FAQs

    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, Subscription

    Free Trial: Available

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

    Q. What are the main features of Apptivo?

    Apptivo offers the following features:

    • API
    • Activity dashboard
    • Activity management
    • Audit trail
    • Auto-responders
    • Automatic reminders
    • Billing & invoicing
    • Calendar management
    • Calendar sync with Google
    • Configurable workflow
    • Contact management
    • Continuous backup
    • Custom fields
    • Customer accounts
    • Customer history
    • Customizable branding
    • Customizable reporting
    • Customizable templates
    • Data import
    • Data import/export
    • Detailed role based security
    • Document storage
    • Email integration
    • Email templates
    • Estimating
    • Event triggered email
    • Expense tracking
    • Filtered views
    • Full text search
    • Gantt charts
    • Goal setting / tracking
    • Help desk management
    • Help desk tickets
    • Invoice management
    • Job management
    • Lead assignment
    • Lead capture
    • Lead distribution
    • Lead generation
    • Lead management
    • Lead scoring
    • Lead tracking & auto assignment
    • Multi-channel management
    • Multi-company
    • Multi-country
    • Multi-currency
    • Opportunity management
    • Order management
    • Pipeline management
    • Pipeline reports
    • Pipeline reports & dashboards
    • Product catalog
    • Project management
    • Project time tracking
    • Proposal generation
    • Purchase order management
    • Quote management
    • Role-based permissions
    • Rules-based workflow
    • SLA management
    • SSL security
    • Sales analytics
    • Sales tracking
    • Search functionality
    • Secure data storage
    • Secure login
    • Shared contacts
    • Supplier management
    • Territory management
    • Third party integration
    • Timesheets
    • Unified activity management
    • Web forms
    • Website integration
    • Work order management
    • Workflow & marketing automation
    • Workflow management

    Q. Who are the typical users of Apptivo?

    Apptivo has the following typical customers:

    Small Business, Large Enterprises, Non Profit, Freelancers, Mid Size Business

    Q. What languages does Apptivo support?

    Apptivo supports the following languages:

    English

    Q. Does Apptivo support mobile devices?

    Apptivo supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Apptivo integrate with?

    Apptivo integrates with the following applications:

    ActiveDEMAND, Business Card Reader, Constant Contact, HubSpot CRM, HubSpot Marketing Hub, PieSync, Robly, Wordpress, Wordpress, Xero

    Q. What level of support does Apptivo offer?

    Apptivo offers the following support options:

    Knowledge Base, Online Support, Phone Support, Video Tutorials, FAQs