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Apptivo
CRM for managing customer accounts
(21)
Q. Who are the typical users of Apptivo?
Q. What other apps does Apptivo integrate with?
Apptivo integrates with the following applications:
authorize.net, Google Forms, Microsoft Outlook, PayPal, Dropbox Business, QuickBooks Online Advanced, Gmail, OneDrive, Google Workspace, Google Drive, WordPress, Stripe, Slack, Google Contacts, Microsoft 365, Asterisk, RingCentral Engage Voice, Google Calendar, Google Maps, Xero, Operations Hub
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.
Typical customers
Platforms supported
Support options
Training options
Starting from
10
/user
Per month
Starting from
15
/user
Per month
Value for money
4.7
/5
710
Starting from
10
/user
Per month
Value for money contenders
Functionality
4.3
/5
710
Total features
69
16 categories
Functionality contenders
Overall Rating
4.4
/5
710
Positive reviews
391
254
51
9
5
Overall rating contenders
Robyn P.
Membership Officer
Recreational Facilities and Services, 201-500 employees
Review source
Transcript
Speaker 1: Hi, my name is Tracy. I'm a wedding planner and I give Apptivo five out of five, and for more...
Liam M.
Strategic Account Manager
Legal Services, 1-10 employees
Review source
Transcript
Liam M.: Hi, my name is Liam. I'm an account manager. I'd give Apptivo a three out of five. For more...
Marisela E.
Used daily for 2+ years
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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...
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.
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.
Gina M.
Information Technology and Services, 51-200 employees
Used weekly for 1-2 years
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The onboarding team was wonderful and addressed every issue that came up. They were incredibly responsive and Apptivo delivered on all the features we wanted/needed. Apptivo is an absolutely critical part of our business at every level. From lead management, to sales and quoting, to implementation and onboarding of new customers. It is so much more than a CRM for us.
The onboarding team made sure all of our data was transferred over as we expected and they made everything so easy for us. It is really feature complete so we were able to eliminate multiple other systems and consolidate so it is easier for all staff involved.
The Outlook integration has had some trouble with calendar appointments that we had to work through.
Niraj K.
Information Technology and Services, 1-10 employees
Used daily for 1-2 years
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last one month they are problem in setup CRP chart support will take to more time implement for setup language problem for contamination support time zone issues for telephonic support
this very used full App and many app fled are available in this software
Agenda and task sysnk other software so good
Scott W.
Retail, 11-50 employees
Used daily for 2+ years
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I have been very pleased so far with Apptivo.
Ease of use, great customer service. I can access it from anywhere. Very customizable.
The website can be sluggish. The android app is not ideal.
Chris R.
Education Management, 1-10 employees
Used daily for less than 6 months
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Apptivo has enabled us to maintain and improve our diary management, transitioning away from a much more expensive older established CRM system, which now feels quite outdated and slow by comparison after just a few weeks of using Apptivo.
This product is easy to use, once you leave behind any legacy training from your old software! It also comes with an excellent APP which enables you to INSTANTLY access your diary anywhere you are. this is a big plus. Once you understand the logic of the programme you realise there is a lot of functionality available to you. We will be picking up various new apps as we need them. this aspect is also helpful as you are not paying for anything you do not need.... until you need it!
Not a fault of the software, but our biggest challenge is simply unlearning how the old software worked, along with the absence of a right click function - which is the same for any browser based software.