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
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.
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 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.
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.
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.
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