Apptivo CRM Pricing, Features, Reviews & Comparison of Alternatives

Apptivo CRM Reviews

Apptivo CRM

Get a 360 degree view of your customers

4.55/5 (119 reviews)
3,679     7,106

Managing customer accounts is an integral part of every business. Right from a startup to a small business to a large corporation has the need for closely monitoring the customer accounts. With the increasing costs of acquiring new customers, it is of paramount importance that every existing customer is nurtured and if possible converted in to a returning customer.

Businesses need to make sure to carefully categorize and monitor their customer base, so that they can accurately distribute sales resources to be most effective. Ensure your sales representatives are selling to the correct customers and enhance your forecasting abilities by managing different territories for your business. You need to be able to have the complete picture when it comes to managing your most important asset, so keeping all customer data organized in a single place is essential. Do not miss out on any more repeat business through poor Account management, make the move onto the Integrated Apptivo solution.

The Customer App allows you to create and manage customer accounts for your organization. Each account can be associated with other records such as Contacts and Opportunities. Creating an Account allows you to enter and store any client’s or organization’s account information such as contact info, website, annual revenue‚ address‚ No. of employees‚ market etc. for easy retrieval. You can also communicate directly with your customers from within the app. To view any account‚ choose an account from the account dashboard and click on the account name.

We understand it is difficult to properly manage customer accounts when you are a business dealing with customers all over the country, or even the world. This is why Apptivo allows you to define your company territories, markets, and their market segments; each of these properties can then be used to search and sort your customer accounts by. Not only are you able to define who is buying your product, and where; but you can also define the industry that this Account belongs to, all in one place!
www.apptivo.com

Apptivo CRM Reviews (119)

Latest reviews

 Apptivo CRM

Application is pretty straigh forward to use. It's been effective for us managing the invoicing process with our clients. Payment links make it easy for clients to pay with minimal hassle. Our primary use to date has been for the invoicing functions, but we are moving toward leveraging some of ...

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Reviewed 15th of March by Jade Chew

 

 Powerfull apps for all type of business

all the apps need for businesses in one place , easy to use . Very good support from the apps ypu cna reach

Read the full review
Reviewed 11th of March by Abbas Makki

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Apptivo CRM Category Leaders

Reviews
Integrations
Mobile
Media
Security

#15 in Sales Management

View full ranking
54
12
8
15
5
14

#16 in CRM

View full ranking
56
12
9
15
6
14

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

Apptivo CRM Screenshots (6)

Apptivo CRM screenshot: Opportunities DashboardApptivo CRM screenshot: Customize each appApptivo CRM screenshot: Customers overviewApptivo CRM screenshot: Convert leads into a contact, customer, and/or opportunityApptivo CRM screenshot: Sales FunnelApptivo CRM screenshot

Security and privacy

Encryption

Yes
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

No
Multi-factor authentication options

Data policy

Yes
Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Specifications

Intended Users
Freelancers, Large Enterprises, Mid Size Business, Small Business
Devices Supported
Android, iPhone-iPad, iPhone, iPad, Web-based, Windows Phone
Supported Countries
Asia, Australia, Brazil, Canada, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom, United States
Supported Languages
English
Support Options
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials

Apptivo CRM Pricing

Starting from: $10.00/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

Starter Plan - Free - 3 users - 40 standard apps - simple contact sharing.

Premium Plan - $10 user/mo - unlimited users - app customization - IMAP - online payments - Google Apps integration - mobile apps.

Ultimate Plan - $25 user/mo - premium apps - 24 hr phone support M-F.

Competitors Pricing

Less Annoying CRM

Starting from: $10.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Zoho CRM

Starting from: $12.00/month
Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

ProsperWorks CRM

Starting from: $19.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Users who visited Apptivo CRM also visited

Key Features of Apptivo CRM

  • Complete and unified record of all your customers
  • Record multiple contacts for each account or customer org.
  • Manage customer communications from within the app
  • Assign each account to specific employees
  • Record all customer agreements in a single location
  • Manage existing and new customers
  • Nurture existing relationship
  • Increase customer satisfaction
  • Improve sales effectiveness
  • Capture and Target winning Leads
  • Track your Service Work
  • Manage your Business Contact
  • Track sales
  • Single Sign on

Benefits

- Repeat sales to existing customers is easier than acquiring new customers
- Managing customer accounts from a web based tool allows easy access from any place
- Customer contacts can be lost with change in sales representatives
- A common communication platform brings more transparency into customer engagements

Alternatives to Apptivo CRM

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Jade Chew

Apptivo CRM

15/03/2017

Application is pretty straigh forward to use. It's been effective for us managing the invoicing process with our clients. Payment links make it easy for clients to pay with minimal hassle. Our primary use to date has been for the invoicing functions, but we are moving toward leveraging some of the other applications and features.

Pros

Simple and pretty easy to use.

Cons

Has not always been easy to establish some one-off procedures that would streamline our current business processes. Moving us to perhaps rethink how we are doing things today, which could lead to process improvements.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10

Recommendations to others considering Apptivo CRM

Give it a try. It could certainly help you incorporate some efficiencies in your existing business processes. It has moved us to question why we do some things the way we do. Our invoicing process has improved as a result of Apptivo.

Source: Capterra
Helpful?   Yes   No
Read more
Abbas Makki

Powerfull apps for all type of business

11/03/2017

all the apps need for businesses in one place , easy to use . Very good support from the apps ypu cna reach

Pros

All app needed for a businesses from small to large size

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Yasser AlFarhan

Excellent CRM software

10/03/2017

Provide RTL support and multilingual portal.

Pros

Easy to use, rich in out-of-the-box features, provide good layout designer, and wide set of API's to extend the platform.

Cons

None that matters to my organization at the moment. However, Arabic (or RTL) support is very limited and for customers whom their business communications and interactions are completely (or mostly) based on Arabic languages this product will not fit.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Brandon Faircloth

Great support

09/03/2017

So far it does everything we want and the support has been very helpful. The support staff was great!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Dave Chatfield

Early-stage configuration and use; going well

07/03/2017

Our early efforts to configure Apptivo for our organization are going well. Have offered four stars for Ease/Features only for the time being, since we are still on the learning curve. Have been generally very pleased so far.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Vyona Ma

Great customer support

06/03/2017

Customer/technical service representative was very helpful. Janani was able to help with to bulk delete incorrect data for us.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
flequer  vera

Customer Service is Outstanding

22/02/2017

The representative from Apttivo was very patient and helpful. It has only been 2 weeks since I started working with them, but so far, I am very satisfied. I would recommend Apptivo to other small businesses.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Ben Pritchett

New User

16/02/2017

So far our experience has been great, and we are just learning how to use the product. Customer support has been fast and competent.

Pros

Price & functionality

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Don Delle Bovi

Adding new user

13/02/2017

The new user was unable to groups, help desk worked with me until we resolved this

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Stephen Chambless

Review of Apptivo Support

07/02/2017

I'm very happy with Apptivo support. I tend to work at any and all hours of the day and night. Apptivo support is always there. The problem I have usually turns out to be something simple. So it's great not to have to wait for the next day or the upcoming work week to get an answer. Support usually comes on within moments of my chat request.

Pros

Flexibility and 24/7 support. So far I've been able to adapt it to our every need.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more

Who is Apptivo CRM For?