Apptivo CRM Features List

Apptivo CRM

CRM for managing customer accounts

4.32/5 (272 reviews)

Apptivo CRM Feature Summary

  • Contact management
  • Unified activity management
  • Lead tracking & auto assignment
  • Pipeline reports & dashboards
  • Workflow & marketing automation
  • Help desk tickets
  • Calendar sync with Google
  • Gantt charts
  • Activity management
  • Audit trail
  • Auto-responders
  • Automatic reminders
  • Calendar management
  • Configurable workflow
  • Customer history
  • Customizable branding
  • Customizable templates
  • Customizable reporting
  • Data import
  • Document storage
  • Email integration
  • Email templates
  • Event triggered email
  • Estimating
  • Full text search
  • Goal setting / tracking
  • Help desk management
  • Invoice management
  • Job management
  • Lead capture
  • Lead distribution
  • Lead scoring
  • Lead generation
  • Rules-based workflow
  • Lead assignment
  • Role-based permissions
  • Multi-company
  • Multi-channel management
  • Multi-currency
  • Multi-country
  • Opportunity management
  • Order management
  • Purchase order management
  • Work order management
  • Pipeline management
  • Product catalog
  • Project time tracking
  • Quote management
  • Sales analytics
  • Search functionality
  • Secure data storage
  • Secure login
  • SSL security
  • SLA management
  • Shared contacts
  • Supplier management
  • Timesheets
  • Website integration
  • Continuous backup
  • Workflow management
  • Data import/export
  • Territory management
  • Expense tracking
  • Billing & invoicing
  • Lead management
  • Contact management
  • Activity dashboard
  • Third party integration
  • Pipeline reports
  • API
  • Custom fields
  • Project management
  • Web forms
  • Filtered views
  • Sales tracking
  • Customer accounts
  • Detailed role based security
  • Proposal generation

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (274 other apps)
Activity Dashboard (136 other apps)
Activity Tracking (95 other apps)
Automatic Notifications (133 other apps)
Automatic Reminders (128 other apps)
CRM Integration (94 other apps)
Calendar Management (124 other apps)
Contact Database (96 other apps)
Custom Fields (103 other apps)
Customer Database (104 other apps)
Customizable Branding (127 other apps)
Customizable Reporting (111 other apps)
Customizable Templates (108 other apps)
Data Import/Export (125 other apps)
Electronic Payments (99 other apps)
Email Integration (124 other apps)
Mobile Integration (100 other apps)
Reporting & Statistics (122 other apps)
Social Media Integration (113 other apps)
Third Party Integration (135 other apps)

Competitor Feature Comparison

API
Activity Dashboard
Activity Management
Activity Tracking
Audit Trail
Auto-Responders
Automatic Reminders
Billing & Invoicing
CRM Integration
Calendar Management
Calendar Sync with Google
Configurable Workflow
Contact Database
Contact Management
Continuous Backup
Custom Fields
Customer Accounts
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import
Data Import/Export
Data Visualization
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Templates
Email Tracking
Estimating
Event Triggered Email
Expense Tracking
Filtered Views
Full Text Search
Gantt Charts
Goal Setting / Tracking
Help Desk Management
Inbox Management
Invoice Management
Job Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Scoring
Microsoft Outlook Integration
Mobile Integration
Multi-Channel Management
Multi-Company
Multi-Country
Multi-Currency
Opportunity Management
Order Management
Pipeline Management
Pipeline Reports
Product Catalog
Project Management
Project Time Tracking
Proposal Generation
Purchase Order Management
Quote Management
Real Time Notifications
Receiving
Reporting & Statistics
Role-Based Permissions
Rules-Based Workflow
SLA Management
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Secure Data Storage
Secure Login
Shared Contacts
Status Tracking
Supplier Management
Territory Management
Third Party Integration
Timesheets
Visual Analytics
Web Forms
Website Integration
Work Order Management
Workflow Management
Learn moreCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Audit Trail
Auto-Responders
Automatic Reminders
Billing & Invoicing
CRM Integration
Calendar Management
Calendar Sync with Google
Configurable Workflow
Contact Database
Contact Management
Continuous Backup
Custom Fields
Customer Accounts
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import
Data Import/Export
Data Visualization
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Templates
Email Tracking
Estimating
Event Triggered Email
Expense Tracking
Filtered Views
Full Text Search
Gantt Charts
Goal Setting / Tracking
Help Desk Management
Inbox Management
Invoice Management
Job Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Scoring
Microsoft Outlook Integration
Mobile Integration
Multi-Channel Management
Multi-Company
Multi-Country
Multi-Currency
Opportunity Management
Order Management
Pipeline Management
Pipeline Reports
Product Catalog
Project Management
Project Time Tracking
Proposal Generation
Purchase Order Management
Quote Management
Real Time Notifications
Receiving
Reporting & Statistics
Role-Based Permissions
Rules-Based Workflow
SLA Management
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Secure Data Storage
Secure Login
Shared Contacts
Status Tracking
Supplier Management
Territory Management
Third Party Integration
Timesheets
Visual Analytics
Web Forms
Website Integration
Work Order Management
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Audit Trail
Auto-Responders
Automatic Reminders
Billing & Invoicing
CRM Integration
Calendar Management
Calendar Sync with Google
Configurable Workflow
Contact Database
Contact Management
Continuous Backup
Custom Fields
Customer Accounts
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import
Data Import/Export
Data Visualization
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Integration
Email Templates
Email Tracking
Estimating
Event Triggered Email
Expense Tracking
Filtered Views
Full Text Search
Gantt Charts
Goal Setting / Tracking
Help Desk Management
Inbox Management
Invoice Management
Job Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Scoring
Microsoft Outlook Integration
Mobile Integration
Multi-Channel Management
Multi-Company
Multi-Country
Multi-Currency
Opportunity Management
Order Management
Pipeline Management
Pipeline Reports
Product Catalog
Project Management
Project Time Tracking
Proposal Generation
Purchase Order Management
Quote Management
Real Time Notifications
Receiving
Reporting & Statistics
Role-Based Permissions
Rules-Based Workflow
SLA Management
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Secure Data Storage
Secure Login
Shared Contacts
Status Tracking
Supplier Management
Territory Management
Third Party Integration
Timesheets
Visual Analytics
Web Forms
Website Integration
Work Order Management
Workflow Management
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Mobile apps

iOS App


15 reviews

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Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

See all Android Apps

Apptivo CRM Feature Reviews

25 reviewers had the following to say about Apptivo CRM's features:

Anonymous
(Computer Software company, 11-50 employees)

exceptionally customizable

2018-05-04

New workflow and campaign management tool

Pros

its customizable solution for all your needs is what I love the most.

Cons

Integration with third party application is something they need more homework. they don't have much app that integrates.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Vernessa Taylor

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

2018-06-20

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.

Pros

I like how detail views are available from most places -- call logs, projects, tasks, and notes can be associated with a contact or company or opportunity.

Cons

They could do better with customization (esp. dashboards), reporting, data import, data export and speed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Mike Hoal

On day 2 of my 30 day trial and customer service has been fantastic and immediate.

2017-05-11

Pros

The UI/UX very intuitive and FAQs are very detailed.

Cons

Other thing is lack of customizable reports.

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
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Frank Horbelt

Verified Reviewer

Getting started on the right foot!

2014-08-18

The program is highly customizable. Overall, I feel like I'm getting a tool set that used to be reserved only for the largest of my competitors who could afford to spend big bucks on software.

Pros

Highly customizable.

Cons

For quick input at tradeshows. Integration with Shipstation for shipping orders.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Anonymous
A verified reviewer

I have been using Apptivo for 5 years now. Very good overall!

2018-05-04

Integration, control over my process, paper reduction, information available always, on the go, basic reporting, personalization and company branding, professional presentation of my company, cost control,

Pros

Simple It is growing in terms of features It allows managing a complete end-to-end company Invoicing App is very simple and powerful. Mobile app works fine

Cons

Sometimes it is slow Some Apps are very basic Documentation is very simple, basically the screenshots Personalization could be complex

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Devin Jamroz

A great and very customizable CRM with easy integration with our email server

2018-05-04

Pros

High level of customization of the fields.

Cons

The fixed or default fields cannot be removed or hidden

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
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Sean Welenc

Apptivo is great

2016-07-08

You can track potential sales, vendors, customers; and is customization is easy.

Pros

So much integration. It's pretty sweet.

Cons

I think the project management portion could be more robust.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Apptivo CRM

free for 3 users. Advanced access free for 30 days. Never try never know.

Source: Capterra
Helpful?   Yes   No
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Ashton Braithwaite

The interface, functionality and configurability of Apptivo CRM is superb.

2017-04-30

This makes it not just a CRM system, but also an invoice and accounting system and reporting tool.

Pros

With such competent and helpful free product support, I have total confidence in our companies ability to roll out a great implementation of CRM. All of the features we desire are available on a mobile platform, so we really couldn't ask for much more.

Cons

In creating views the product automatically alphabetized them and I would have preferred to display them in a custom order.

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
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Charles McCoy

straightforward and easy to use CRM platform

2018-05-07

Pros

good drag and drop capability, easy to navigate, good integration with additional modules.

Cons

No major issues; would be good to have ability to customize own reports, more robust user authentification

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer
Verified Reviewer

Beyond Impressed

2014-04-27

I have worked with two other CRMs. This solution beats them both for single users or groups up to 50.

Pros

You can design a CRM solution around your business.

Cons

No integration with Constant Contact. They do have plans to offer it Q4 2014.

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No
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Joe Michalski

Software is great. There a handle of very basic things that have need to be addressed.

2018-05-01

Able to create a customized template that works for my company

Pros

How customizable it is.

Cons

Also, you can't schedule a reoccuring event on the calendar, why?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Yasir Afaque Siddiqui

It is a Plug-n-play CRM ,ready to use software for initial startups.

2018-05-05

Recording instances on one place

Pros

The CRM integration with Gsuite is very good .And the CRM and Product management app is very good and any startup can rely on it for these features.

Cons

Financial apps - due to lack of Indian system compatible features,Indian Tax system incompatibility , Lack of Indian payment gateway integration.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
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Louis Johnson

Brilliant Software with Fair Pricing

2018-05-03

I use the CRM daily to enable our business to run smoothly.

Pros

Support is brilliant - Live Chat is built in to the CRM.

Cons

Some times there are little bugs that can appear e.g. the text changes font/size when typing which can be annoying. Sometimes it can be a little slow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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David Alward

Very useful and well integrated software

2018-01-11

I really like the fact that it integrates with the HR and CRM modules.

Pros

I really like how the software integrates with other components like the HR and CRM modules.

Cons

The WBS feature would also be nice if it was a graphic /mindmap view instead of a list view.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Marisela Esteves

I have been using Apptivo for several years; they have great features but can run slowly.

2018-05-01

An affordable CRM program that integrates with invoices, and paymentss.

Pros

integration between CRM and invoicing and emailing is great!

Cons

The software can be slow. Sometimes I will input information and the program does not respont. They offer a Ledger to input expenses but it is very difficult to use, takes such a long time to update. Overall some areas are great but the program lags, takes a very long time to upload info.

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: Capterra
Helpful?   Yes   No
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Anonymous
(Computer Software company, 51-200 employees)

Integrate help in your apps

2018-04-04

Pros

The paid version brings a few nice reports and integrations, which the free version misses.

Cons

Besides, some of the integrations don't' work perfectly, there can be issues with emails and reports.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Other

Source: Capterra
Helpful?   Yes   No
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Walter Verfenstein

Immediate, chat help is outstanding. Great customer service!

2018-05-01

Pros

Robust set of tools....highly customizable....more than I will ever need.

Cons

No MS Word Integration for easily writing snail-mail letters is a the biggest con and a terrible oversight.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Super affordable, I appreciate how robust it is regarding customizations

2018-06-25

This CRM really streamlined how we collected and reported data for expense reports.

Pros

Learning curve is very easy! Our team is adopting this tool.

Cons

Honestly, the toughest thing was getting people to change their ways, but customer support was integral to this process.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Edwin Spiessens

Verified Reviewer

Why I am choosing Apptivo

2015-02-22

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.

Pros

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.

Cons

If I have to say anything then it will be that the look of the user interface is a bit dull, but i will take this a hundred times to bells and whistles, and a quarter of the functionality and support!

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No
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Marcy Gialdo

Apptivo has been able to provide me with anything I needed to do to manage and invoice customers

2018-05-01

i'm able to keep leads, contacts and customers straight.

Pros

Online -easily accessible Intuitive interface Has all the features of larger, more expensive software

Cons

UI for invoices used to be straightforward but has changed. Reminders and recurring tasks could be easier to set up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Jason Cox

Not fully baked CRM

2018-02-14

Pros

The software is very customizable. Service team was quick to respond to issues.

Cons

We had many issues importing our existing contacts over.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Elaine Weatherford

Using the program to track all customers and use for email blast

2018-05-01

Pros

easy to use within its own program.

Cons

Needs to have the first and last name separated on the CRM customer app

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
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Yan Fedorov

Heavy trial and positive impression

2018-05-10

Full-featured project management tool

Pros

The set of features seems to be quite balanced, it integrates natively with right tools - tools we use.

Cons

I couldn't persuade our team members to switch from our current solution. They pointed out tthat Apptivo projects is a bit overkill for us now. Hope one day we will grow up to this solution.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Kim Corfixen

A lot of possibilities

2015-02-16

I've been testing several invoice management systems and CRM ERPs and used to much time on it.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
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Michelle Nachum

A very graphically friendly user interface to quickly generate invoices

2011-07-04

While you can add your business logo, the invoice design itself is very plain, but professional.

Pros

Integrates with Google Checkout, Paypal or Authorized net

Cons

a bit confusing on what apps to download before using the Invoices App

Source: GetApp
Helpful?   Yes   No
Read more