Apptivo CRM

What is Apptivo CRM?

The Apptivo CRM system is one of the most robust tools that allow you to manage your marketing, sales, and other processes in between with high efficiency. Apptivo’s CRM is a cloud-based platform of multiple integrated business apps an ideal for businesses of all sizes. Apptivo is widely used by thousands of businesses from more than 190 countries. One of the key factors that make Apptivo stand out from the rest of the competition is its best-in-class configuration capabilities which makes it a perfect choice for any type of business. 

The various built-in applications keep a track of the complete customer life cycle and help you gain a 360-degree view of your customers. If you are looking for CRM software that can engage, attract, and retain your customers, Apptivo CRM is the answer. 

Vendor Details

• Company: Apptivo Inc.
• Website: https://www.apptivo.com/
• Founded in 2009
• Country of origin: United States of America

Apptivo Key Features

• Lead capture

Web-to-Lead Form: The web-to-lead form allows users to embed forms into their website and automate the lead generation process when prospects give their contact information. 

Email to lead: Creates a lead automatically when people send an email to a particular object. 

CSV import: Users can import leads in bulk with CSV import and save valuable time.

Manually: Users can create leads manually by simply entering the most relevant data while on a call or amidst a marketing campaign.

• Customize apps

Create or remove fields: Customers can personalize the entire Master layout of Apptivo’s CRM by removing or adding fields at their convenience

Protect custom fields: Users can secure selections of fields by providing viewing access to only those team members that are required. 

Advanced searches: Customers can conduct tailored searches through their CRM data

Custom views: Create your own custom view and churn out the most important information from the data. 

• G-suite Integration

Contact sharing: Users can sync business contact information which includes phone, email, and more between a Google account and Apptivo. 

Sync calendar and tasks: Allows users to sync their appointments and tasks between their Google and Apptivo accounts. 

Google Drive integration: This enables users to add Google Docs to any project, contact, and more to Apptivo. 

• Sales tracking

Win/loss analysis: Users can seamlessly track their sales activity by using the Win/Loss analysis report. This report allows users to pinpoint their top employees, loss inflicting factors, and more. 

Dashboard: The dashboard provides a comprehensive view of an individual executive as well as the team’s performance.

Sales planning: Users can utilize the sales planning app to formulate a plan to increase sales by configuring Individual Employees Quota, Organisation Quota, and Teams Quota. 

Territory management: The territory management app enables users to define group leads and territories on the basis of parameters such as size, geography, zip codes, etc. 

Apptivo CRM Apps

• Apptivo Contacts app

Apptivo’s CRM provides an easy-to-use and flexible contract management tool. Users can customize the look and feel of their contracts and also store the contract information at the time of sales. 

• Apptivo Competitors app

Enables users to manage their competitors with ease at a single location and eliminating the need for spreadsheets. 

• Apptivo Customers app

The Customers app simplifies customer management by storing and managing customers at a central location. Customer data can be used to send sales emails, make sales calls, and also provide direct marketing material. 

• Apptivo Contacts app

The contact management app helps users collaborate with anyone on the go. It also allows users to upload contacts in bulk via CSV files. As the app is integrated with Yahoo and Google, users can directly import contacts from these accounts with ease. 

• Apptivo Work Orders app

Customer experience is a key element of running a successful business and Apptivo’s Work Order app streamlines the process of managing and dispatching resources to cater to a customer’s queries. 

Apptivo CRM Pricing

Apptivo’s pricing models are well-suited for businesses of all sizes. Apart from the three standard plans, Apptivo also offers tailored prices based on the user’s requirements.

Starter

Price: Free

What does it include?

• 8 apps

Lite

Primarily designed for small sales teams to efficiently manage and send quotes.

Price: $8/month per user

What does it include?

• 18 apps
• 100 custom fields per app
• 25 workflows
• 8 custom dashboards
• 3rd party service integration
• 24×7 support

Premium

The plan is a perfect match for rapidly growing teams that require an all-in-one CRM.

Price: $12/month per user

What does it include?

• 46 apps
• 250 custom fields per app
• 75 workflows
• 25 custom dashboards
• 3rd party service integration
• 24×7 support

Ultimate

• The Ultimate plan is primarily for large businesses that are looking for automation and integrations

Price: $20/month per user

What does it include?

• 57 apps
• 350 custom fields per app
• 150 workflows
• 50 custom dashboards
• 3rd party service integration
• 24×7 support

Enterprise

Ideal for enterprise organizations that need complex integrations

Price: Contact the vendor for details

What does it include?

• 65 apps
• 500 custom fields per app
• 300 workflows
• 100 custom dashboards
• Custom integrations
• 24×7 + SLA + Account manager

Apptivo CRM Pros and Cons

Apptivo CRM Integrations

Apptivo CRM can be easily integrated with over a hundred applications for various tasks.

Here are some of the most popular integrations of Apptivo CRM.

Billing/Invoicing

• Quickbooks
• Xero
• PayPal
• Stripe
• Bank Accounts
• Zipmark
• Authorize.net

 Calendar/ Contacts

• Google Calendar
• Google Tasks
• Google Contact
• Google Forms
• Piesync
• Office 365

Telephony

• RingCentral
• Nexmo
• Fuze
• Asterisk
• API Calls

Document management

• OneDrive
• Dropbox
• Google Drive
• Sign.co

Productivity

• G Suite
• Slack

API/ Webhook

• Business Site CRM Plugin
• eCommerce Plugin
• WordPress

Specifications

Free Trial – Yes

Deployment

• Cloud, SaaS, Web
• Mobile – Android Native
• Mobile – iOS Native
• Installed – Windows
• Installed – Mac

Devices supported

• Android
• iOS
• Web

Training

• Live online
• Webinars
• Documentation
• In-person

Typical customers

• Small-sized businesses
• Medium-sized businesses
• Large-sized businesses

Apptivo CRM Pricing

• Apptivo Starter – Free
• Apptivo Lite – starts at $8/month
• Apptivo Premium – starts at $12/month
• Apptivo Ultimate – starts at $20/month

Languages Supported

• English

Apptivo CRM Support

A range of valuable resources and training alternatives are available for users that help in understanding the different features of the software.

Some of them include:

• Webinars
• Developer Central
• Knowledge base
• Case Studies
• Small Business University
• Product Demo
• 24×7 Customer Support

Apptivo Alternatives

We hope that the detailed Apptivo CRM review addresses most of your questions related to it. If you are looking for some other CRM alternatives, check out the list below.