Apptivo Estimates Pricing, Features, Reviews & Comparison of Alternatives

Apptivo Estimates

Accurate & elegant estimates

4.33/5 (322 reviews)

Apptivo Estimates overview

The Apptivo Estimates quotation solution integrates with an array of Apptivo products, including:


Apptivo Items

Apptivo Customers

Apptivo Contacts

Apptivo Orders

Apptivo Invoices

Apptivo Work Orders

Apptivo Estimates also comes in a freemium version and online support (telephone support is available with the paid plabns
www.apptivo.com

Pricing

Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 7 other markets, Europe, Germany, India, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English
Apptivo Estimates screenshot: Apptivo Estimates - Estimates and Quotes - SummaryWebinar: Managing a "Build to Order" Process in Apptivo With Kit Work OrdersApptivo Estimates screenshot: Apptivo Estimates - Estimates and Quotes - EmailingApptivo Estimates screenshot: Apptivo Estimates - Estimates and Quotes - PDFApptivo Estimates screenshot: Apptivo Estimates - Estimates and Quotes - CreateApptivo Estimates screenshot: Apptivo Estimates - Estimates and Quotes - GeneralApptivo Estimates screenshot: Apptivo Estimates - Estimates and Quotes - EstimateApptivo Estimates screenshot: Apptivo Estimates - Estimates and Quotes - TaxApptivo Estimates screenshot: Apptivo Estimates - Estimates and Quotes - Create New EstimateApptivo Estimates screenshot: Apptivo Estimates - Estimates and Quotes - ConfigurationApptivo Estimates screenshot: Apptivo Estimates - Estimates and Quotes - Custom

Apptivo Estimates reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.1
  4.1
  4.5
Robert Parker

Making a small business look large and professional

Used daily for 2+ years
Reviewed 2019-03-23
Review Source: Capterra

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.It is easy and quick to punch out an invoice copying an old customer invoice and making a couple changes in the body the Output looks Professional when I bill my corporate clients. I like that if I get stuck, CHAT is always available and it's been quick to resolve my confusion or concerns.

Read the full review

Vernessa Taylor

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

Used weekly for 2+ years
Reviewed 2018-06-20
Review Source: Capterra

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).They do not nickle-and-dime you to death! One price includes everything. Their tiers are about number of users rather than adding/subtracting features. A more sensible model than some of the others. 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. The integration with email is excellent, right down to making it easy to connect your email boxes. One challenge I had that Apptivo solved for me was how to keep emails related to a particular project or opportunity all together in one place. Apptivo does a good job of this by assigning codes (or project numbers), and allowing you to select whether or not the email you are writing is related. If you are writing emails using some other application (your desktop client or cloud-based app), you can use the same code in the subject line and Apptivo will pull that email into the app, and associate it with the relevant modules (project, client, case, etc.)

Read the full review

Marcel Ottiger

Very useful CRM, accessible from anywhere, good value for money

Used daily for 2+ years
Reviewed 2018-05-01
Review Source: Capterra

The CRM functionality is intuitive to use. Not much setup is needed but still a lot of customization is possible. It can easily grow with the company and is accessible from anywhere. As a cloud based service you do not need to care about hardware, accessibility etc. Remarkable: There is an exceptionally responsive customer support. Overall very recommended for flexible startup companies.

Read the full review

Edwin Spiessens

Why I am choosing Apptivo

Reviewed 2015-02-22
Review Source: GetApp

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 -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. 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.

Read the full review

Marisela Esteves

Customer Support is very Responsive

Used daily for 2+ years
Reviewed 2016-11-28
Review Source: GetApp

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!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.

Read the full review

Apptivo Estimates pricing

Starter - Free
Premium - $10.00 /user/month
Enterprise - $25.00 /user/month

Apptivo Estimates features

API (127 other apps)
Activity Dashboard (80 other apps)
Activity Tracking (54 other apps)
Automatic Notifications (46 other apps)
CRM Integration (108 other apps)
Collaboration Tools (43 other apps)
Contact Database (48 other apps)
Customizable Templates (38 other apps)
Data Import/Export (40 other apps)
Email Integration (44 other apps)
Lead Capture (38 other apps)
Lead Management (39 other apps)
Monitoring (44 other apps)
Real Time Data (53 other apps)
Reporting & Statistics (40 other apps)
Sales Analytics (49 other apps)
Sales Reporting (51 other apps)
Sales Tracking (42 other apps)
Search Functionality (48 other apps)
Third Party Integration (70 other apps)

Additional information for Apptivo Estimates

Key features of Apptivo Estimates

  • Send accurate estimates or quotes
  • Create estimates from templates
  • Email estimates
  • Get customer approvals
  • Convert estimate to invoice
  • Telephone and email suppport
  • Convert estimate to work orders
  • Freemium
  • Track billable and non-billable hours
  • Keep payment records
  • Demo version
  • Multiple Apptivo integrations
View All Features

Benefits

Send accurate estimates or quotes and create estimates from templates - Apptivo Estimates generates estimates for certain products and services for your customers so you can focus on other aspects of your business. Apptivo Estimates provides an array of preset templates, that are completely customizable, so pricing and delivery data is automatically inputted.

Estimate distribution and custom approvals - After an estimate is generated, Apptivo Estimates can then email your clients the invoice for their review. Apptivo Estimates can also create working orders for customers to review before payment is required.

Multiple Apptivo integrations - Apptivo Estimates is fully integratable with Apptivo Items, Apptivo Customers, Apptivo Contacts, Apptivo Orders, Apptivo Invoices and Apptivo Work Orders, making it an ideal enterprise quotation solution.