Name: Apptivo
Rating: 4.43 (712 reviews)

Apptivo Features & Capabilities

Apptivo

Kylas Sales CRM

Bright

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact info, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as Contacts or Opportunities.

Activity Dashboard

Activity Tracking

Alerts/Notifications

Automated Routing

Calendar Management

Calendar Sync

Calendar/Reminder System

Campaign Management

Client Management

Communication Management

Contact Database

Contact Management

Customer Complaint Tracking

Customer Database

Customer History

Customizable Fields

Customizable Reports

Customizable Templates

Data Import/Export

Deal Management

Document Storage

Drag & Drop

Email Management

Email Marketing

Email Templates

For Financial Institutions

For Insurance Industry

For iPad Devices

For Small Businesses

For Startups

Forecasting

Insurance Management

Interaction Tracking

Internal Chat Integration

Knowledge Base Management

Knowledge Management

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Qualification

Lead Segmentation

Marketing Automation

Mobile Access

Multi-Channel Communication

Opportunity Management

Pipeline Management

Pipeline Reports

Quotes/Estimates

Referral Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Role-Based Permissions

Routing

Sales Forecasting

Sales Pipeline Management

Sales Reports

Sales Trend Analysis

Search/Filter

Segmentation

Self Service Portal

Support Ticket Management

Task Management

Territory Management

Third-Party Integrations

Workflow Management

Zoho CRM

Salesforce Sales Cloud

HubSpot CRM

Pipedrive

Spotler CRM

Bitrix24

Freshsales

Copper

Dynamics 365

Less Annoying CRM

EngageBay CRM

Salesforce Starter

Generally positive, minimal issues/downtown

ERC apptivo review

Generally okay. but still getting to know how to use it.

Apptivo for Sales

Viable tool to communicate our message to our audience with great costumer service

Excellent Customer Service

We have had an overall positive experience with Apptivo. We have been able to capture information we were not able to have in our last CRM, and also streamline workflows with dashboards and automated reporting.

Apptivo CRM

The overall experience has been great! By building this project with the Apptivo team, we were able to update our claims system and member database system, which was 12 years old. We can now run reports, track membership dues, grants provided to the members, communicate, document, run checks, etc. This system is very robust, and that is what we asked of the Apptivo team. 

We are still working on the project and just launched our "go-live" in-house and are very happy with it so far. 

SDFRA Review of Apptivo 

We needed a CRM system that really could be bespoke to our unique needs as an organisation. Having outgrown our previous CRM when it wasn't able to be flexible enough to grow with us, we needed to ensure that not only could be track engagements, manage contacts, track event participation -- as well as set up considerable amount of event triggers for email notifications and much more. The Apptivo team really never said "No, we can't do that". It was always a case of let's go away, see what we can do, and they came back with a solution. Very impressed with the support we received from Apptivo.

Designed for us

We are software start up and needed a CRM to manage Leads, Contacts, Opportunities and track project implementation.  Apptivo does all this.  And if it does not do exactly what you want OOTB, Kamala and her team will customise it for you. The implementation support and customisation folks were easy to work with and understood our requirements. I was very impressed at the level of engagement and enthusiasm to get Apptivo customised to how we needed it to be.

Apptivo for Sales Forecasting

Apptivo Database

Very Happy with the product. It works well, year in and year out, and this year, I intend to learn how to use more aspects of it. It's a complete sales CRM and I don't really take advantage of that. I use it as an invoice generation tool. I am a loyal user and have no intention of looking elsewhere. BUT please think about that calendar feature. $60 and an invasive integration from Google, feels a bit much.

Making a small business look large and professional

Hi Robert!
First of all, thank you so much for taking the time to post this review. Our team is so thrilled that you are so happy with our service and Apptivo
Sure we are taking all your feedback on enhancing the Recurring Invoices and Calendar capability into consideration and will work on it. 
I am delighted to read that our support team provided excellent service. We would continue to give all of our customers with the same fantastic experience.
You can always get us on online chat (24/7) or write a note to support@apptivo.com. 
 
Thanks again! 



I was using Teamwork (formerly Teamwork PM) for project management, a local install of vTiger CRM for contacts and opportunity management, and myriad other cloud-based apps to pull together administrative activities. 

I wanted an all-inclusive software with strong project management features that also allowed me to handle detailed invoicing and allowed customers to click a link to pay. Lastly, the CRM component had to be at least as good as vTiger (or Zoho CRM which I'd also given a trial run).

Apptivo satisfied these needs. Pleased with the CRM, opportunity management, project management, field service management, and billing apps (especially since they've added Stripe as a payment gateway).

Apptivo is All-Inclusive, Modern ERP Cloud App Done Right (Just Add Speed and GUI Refresh)


Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

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!

Customer Support is very Responsive

Improved the professionalism of my email campaigns while saving me time. Prior to the pandemic, I saw a marked improvement in the response of my clients to my emails. 

Three years of success with Apptivo

Apptivo has helped us better manage our business processes and sales pipeline.  It's very easy to use with a very easy learning curve.

Great CRM that Scales for your Company's Needs

So, I have been test driving CRM's for the last 2 years.
 
I have scanned and reviewed about 100 of the CRM's out there, and during the selection process only a few stood up to my requirements, being:

-A solid sales pipeline (From lead to opportunity to sales to after-sales) 
-A great contact management system
-The possibility to generate quotes that can be converted to work orders, to invoices etc
-An integrated templated Project management system with pre-set task generation
-Email (gmail) integration
-Google apps for business integration
-The possibility to add more functionality in the form of integrated apps when the need arises.

At the end, and when all the nitty-gritty was tested, only 3 applications remained who were comparable, qua price and functionality. 
But where Apptivo stands out with head and shoulders above nearly ALL the CRM's I tested, is the quality and the availability of their support!
As far as I know, ONLY Apptivo, has a free 24/7/365 online support chat from within the CRM, and I consider this as a huge plus point.

I run a small B2B business supplying promotional products mostly in Southern Africa but rapidly growing and expanding our market.
We are currently with six people, but I am confident that at our current growth rate, we will pass the 10 employee mark by the end of 2015.
I have a deep passion for what I do and when it comes to the integration of a tool that in time becomes a keystone in my business, I need suppliers that share my passion.
And this is exactly what the people of Apptivo do: Tested and proven, even today on a Sunday afternoon.

Keep up the good work guys, I hope we will go a long way together!

Edwin Spiessens 
Corp. Gifts and Gadgets cc
South Africa 

www.gifts-n-gadgets.co.za

Feel free to drop me any question at any time if you think I can help you by selecting a CRM: edwin@giftsngadgets.co.za
 

Why I am choosing Apptivo

Perfect for my needs as solopreneur

An Amazing CRM Solution For Business 

Very helpful in staying on top of follow-up activities.

Apptivo for 1-man business

Very good. Support has been really reactive and immediate and has been top notch. 

Easy to use, superb support

Apptivo features 

I have been very pleased so far with Apptivo. 

Review

almost 2 years of use, I am more than conquered

a powerful marketing tool

Having paid for a years sub, I tried using Apptivo and just couldn't get on with it.  Buying it was a mistake. I didn't like it at all and wanted a refund.  Support said I couldn't have one, even a pro rata one, I was happy to pay for the time I'd been using it.  I am self employed and was going through a lot of personal strain and worry at the time.  It was only about £100 but I needed and still do need that money.  I explained all this to them and about my situation but they still said no. They can see I'm not using it.  DO NOT sign up for this product unless you are very sure it's the right one for you.  Can't believe a big business would be that mean, that small amount of money means more to me than them.

Not great

Great, loads of support from start to ongoing

Support

GreatCost Effective Alternative to Hubspot

Great product and great support

Apptivo screenshot: Sales stages : Apptivo lets you track your opportunities to close the deals based on your sales stages , also you find reasons in the loss analysis on how some of your opportunities are lost.

Apptivo screenshot: Sales Funnel : Apptivo lets you view the sales funnel, which depicts how the leads are nurtured and are moved to the next stage of the funnel.

Apptivo screenshot: Complete 360 view : The 360-degree view tab in Apptivo allows users to view different object that is related to the current item viewed.

Apptivo screenshot: Gantt chart - Automate your project schedules with task dependencies, and visualize & change the project schedule from a real-time Gantt chart.

Apptivo screenshot: Mobile View - Apptivo allows you to access CRM across devices. You can store and manage information across multiple devices, on the go. With google map integration, you can have a look at the maps related to your business processes.

Apptivo screenshot: Master & List Layout : Master Layout in Orders App allows you to add up the custom fields as per your requirement.List layout allows configuring the desired column set in the list view.

Customer Journey Mapping

Data Security

Apptivo Features

Features Summary

Screenshots

Contenders comparison

Common Apptivo comparisons

Reviewers who mentioned features said: