About Apptivo

Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM) applications provide modules for contact management, lead management, opportunity management and customer service ticket management. Marketing applications include campaign management, lead segmentation and loyalty management. Businesses can select necessary applications and omit applications they do not need. Other applications include expense reports, license and insurance tracking, sales planning and territory management, cash management and budgeting. Users can access Google app integrations for Drive, Calendar and Tasks, and mobile apps are also available. Pricing is per user per month, billed annually.
Apptivo Software - 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 Software - 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. The sales team can use this information to focus their efforts and prioritize the leads.
Apptivo Software - Gantt chart - Automate your project schedules with task dependencies, and visualize & change the project schedule from a real-time Gantt chart. Track time against any task to be used for invoicing.
Apptivo Software - 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 Software - Master & List Layout - Master Layout in Orders App allows you to add up the custom fields as per your requirement. They can be created, modified, and customized. List layout allows configuring the desired column set in the list view.
Apptivo Software - Complete 360 View - The 360-degree view tab in Apptivo allows users to view different object that is related to the current item viewed. Now users can view the associated data of the standard ref app and custom ref app in 360-degree tabs.
Apptivo video
Apptivo Software - 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. - thumbnail
Apptivo Software - 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. The sales team can use this information to focus their efforts and prioritize the leads. - thumbnail
Apptivo Software - Gantt chart - Automate your project schedules with task dependencies, and visualize & change the project schedule from a real-time Gantt chart. Track time against any task to be used for invoicing. - thumbnail
Apptivo Software - 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. - thumbnail
Apptivo Software - Master & List Layout - Master Layout in Orders App allows you to add up the custom fields as per your requirement. They can be created, modified, and customized. List layout allows configuring the desired column set in the list view. - thumbnail

Apptivo pricing

Apptivo has a free version and offers a free trial. Apptivo paid version starts at US$10.00/month.

Starting Price:
US$10.00/month
Free Version:
Yes
Free trial:
Yes

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Apptivo Reviews

Overall rating

4.4
( 686 reviews )
Write a Review!

Feature rating

Value for Money
4.7
Functionality
4.3
Ease of Use
4.2
Customer Support
4.7
5 reviews of 686 View all reviews
Rob
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4
5
Reviewed on 01/05/2018

Best Bang for the buck on the market! Adaptability and ease of use with scalability!

Functionality and accurate data collection that was flexible to meet my needs! Hands down the best solution on the market for the price point!

Pros

Ease of USE and layout modifications! The layout is so easy and adaptable to collect the information simply from other users. Databases are only as good as the information you put into them. Apptivo makes it so SIMPLE getting the info in and thus making it powerful!

Cons

Very few, because it is cloud-based they are constantly adding customization features and options and sometimes the functional icons show up in the Customization Settings of the Administrator and there is no documentation for the new functionality as of yet. I would much rather have this problem than them not update the customization functionality though. This database is unbelievably scalable and constantly improving!

Response from Apptivo

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. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us ([email protected]) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Replied 12/12/2018
Lori
  • Industry: Research
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
5
Reviewed on 11/08/2022

Great Product

Overall, this product has streamlined and simplified the way we do business, contact our clients, and regulate their access to data.

Pros

Apptivo CRM is very user friendly. It is also very flexible so it can suit your business the way you do business

Cons

If I feel like there is something missing, I can report it to Apptivo and they usually put it in their pipeline and add it to the software.

Mitch
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5
4
Reviewed on 28/02/2023

Inclusive Business suite

Overall, Apptivo is still a fantastic system and the customer service has been amazing. To integrate all of our working systems in to one and tailor to our business needs is still a fabulous achievement.

Pros

Apptivo is a fantastic system which incorporates many areas of our business in to one system. Previously we were paying for various online packages such as a CRM System, Invoicing package, HR system etc, but now we have one system to all.

Cons

As the Apptivo packages are separate apps, it took a while to create the flow that suits our business and moving information between the apps is not seamless and to date is still not 100%. Given this was a tailored package, i did expect seamless integration between all the apps.

Niraj
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
3
Features
5
Ease of Use
3
Customer Support
3
3
Reviewed on 03/12/2019

is so good

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

Pros

this very used full App and many app fled are available in this software

Cons

Agenda and task sysnk other software so good

Richard
  • Industry: Information Technology & Services
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5
5
Reviewed on 14/12/2022

Excellent CRM

Very positive

Pros

Cost, ease of use, support is very good.

Cons

The WordPress Apptivo forms are very basic and there is no integration for WPForms and only very basic integration with Zapier. Form styling options would be good. Some documentation is out of date, eg. Google Forms Integration

Alternatives Considered

HubSpot CRM

Reasons for Choosing Apptivo

Cost and functionality

Switched From

Zoho CRM

Reasons for Switching to Apptivo

Cost, functionality and ease of use
View all reviews

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