Last Updated
Overview
Apptivo is a cloud-based platform designed to unify business operations, from CRM to project and financial management. While its customization options can be improved further, its extensive features and exceptional customer support make it an outstanding solution. This integrated approach optimizes workflows and enhances overall business efficiency.
Overall Rating
Based on 11 users reviews
4.5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Apptivo Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Apptivo?
Apptivo is a cloud-based platform designed to unify business operations, extending beyond traditional CRM to encompass project and financial management. It centralizes customer interactions, optimizes sales pipelines, and integrates diverse business functions into a single environment. The platform helps businesses overcome data silos and operational inefficiencies, enhancing overall productivity and customer engagement.
Apptivo Pricing
The vendor offers the following four Apptivo pricing plans:
- Lite – $20/user/month
- Premium – $30/user/month
- Ultimate – $50/user/month
- Enterprise – Custom pricing
Disclaimer: The pricing is subject to change.
Apptivo Integrations
The software integrates with various systems and platforms, such as:
- PayPal software
- Zipmark
- Authorize.net
- Google Suite
- QuickBooks
- Slack software
- Zapier software
- WordPress
Who Is Apptivo For?
The platform is ideal for a several industries, such as the following:
- Real estate
- Hospitality
- Manufacturing
- Retail
- Utility and energy
Is Apptivo Right For You?
If you are looking for software with a suite of integrated applications that span CRM, project, and financial management, then the Apptivo may be the right choice. It is an SSAE18 SOC2 Type II certified solution, ensuring optimal security and privacy against both internal and external threats.
Still have doubts about Apptivo? Contact our customer support experts at (661) 384-7070 for detailed guidance about the platform and make an informed decision today.
Apptivo Features
Contact Management
The Contacts app centralizes people, companies, interactions, and follow-ups so teams can work from a single record and keep activity history at hand. It supports mobile access and continuous syncing across devices, which helps keep calendars, meetings, and communications aligned as relationships grow.
Opportunity Tracking And Sales Pipeline Management
Apptivo’s Opportunities module helps teams organize deals by stage, manage multiple pipelines, and forecast revenue. Users can create opportunities from incoming emails, configure custom fields and layouts, and use dashboards to monitor progress from lead conversion through to order.
Estimates And Quotes
Estimates let users create professional quotes, use email templates, and generate reports on estimate activity and status. Teams can approve estimates online, choose from different layouts, and convert approved estimates into downstream work like projects or invoices to keep the sales-to-delivery handoff smooth.
Invoices
Apptivo’s Invoices app supports online payment gateways, recurring billing, automated reminders, and custom invoice templates. Users can bill on schedules, create invoices from orders or timesheets, record payments, export to PDF, and connect accounting with integrations like QuickBooks and Xero.
Document App
Apptivo features a document app functionality that allows users to conveniently attach all relevant documents and files directly to an employee's record. Users can also easily email these attached documents immediately after linking them, centralizing information and enhancing communication efficiency.
Pros And Cons of Apptivo
Pros
Easy to add customers
Detailed lead profiles
Efficiently manages pipelines
Cons
Customization can be improved
Interface feels dated
Apptivo Reviews
Total 11 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars55%
4
Stars45%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Accounting, 1-10 employees
Free Trial
“The best CRM out there”
Pros
It is the best CRM out there. As overall the software is very user-friendly and really easy to figure out.
Cons
I find it really nice and effective software as it is one of the best options out there. So no complaints.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10
Information Technology and Services, 51-100 employees
Less than a year
“awesome ticket management tools”
Pros
I really like the ticket management tools and how the software includes awesome online CRM features. It makes handling leads simple and also offers solid account management. Also it is a great help desk solution that makes supporting customers a simple task.
Cons
Switching to it was smooth and we have not run into any issues.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
8
Professional Training & Coaching, 1-10 employees
Less than 6 months
“efficient, flexible and integrates smoothly”
Pros
I really like tools that are both efficient and flexible and Apptivo CRM stands out in this way. As a solopreneur, I need a CRM that integrates smoothly with different apps and platforms and it does exactly that. Its integration features let me build a customized tech setup that fits my specific needs. Also it is incredibly easy to use as the user friendly interface saves time and makes everything feel smooth which is perfect for any solopreneur. Plus it syncs easily with Google's suite of tools which is a huge plus for someone like me with a tech background. It feels like a natural extension of my experience. The Stripe integration is a game-changer for handling payments and finances giving me the kind of control I value. And the customer service is amazing too as they respond to chat messages right away.
Cons
If you are new to CRMs and not familiar with concepts like objects or APIs, you might find it a bit challenging at first and might need some help from customer support.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does Apptivo offer an API?
Yes, it offers the REST API and SOAP API to its users.
Does Apptivo have a mobile app?
Yes, it has a mobile app available on iOS, Windows, and Android devices.
What level of support does Apptivo offer?
It supports phone, email, form submission, and online chat support options.
What other apps does Apptivo integrate with?
It integrates with Zipmark, WordPress, Google Suite, Authorize.net, Zapier, Slack, QuickBooks, Xero, and PayPal.
Who are the typical users of Apptivo?
Typical users include hospitality, retail, real estate, utility and energy, and manufacturing industries.
What types of pricing plans does Apptivo offer?
The software offers four pricing plans: Lite ($20/user/month), Premium ($30/user/month), Ultimate ($50/user/month), and Enterprise (custom pricing). It also offers a 14-day free trial period. Get a personalized Apptivo price today.
What language does the Apptivo software support?
It supports the English language.