Apptivo

CRM for managing customer accounts

4.4 /5 (474 reviews) Write a Review!

Apptivo Overview

What is Apptivo?

Apptivo is a powerful sales & marketing tool which provides the tools including lead management, an opportunity pipeline with intuitive dashboards, campaign management, and flexible workflow tools including marketing automation. Everything is completely accessible from Android or iOS devices and integrated with Office365 & G Suite.

The Apptivo CRM starts with a simple contact management system with slick integrations such as automated email conversation tracking, or automated call logging. The solution offers a complete set of sales tools for lead management, activity tracking, pipeline visualization, and automated workflow, as well as integrated quoting, to generate estimates from the pipeline and email professionally branded PDFs to customers.

Apptivo’s apps also include integrated email marketing to launch targeted campaigns to contact lists, and track exactly who is reading & clicking on messages. Implement marketing automation to plan out detailed sequences of when the team should be following up with prospects, and when they should be received personalized automated messages.

Apptivo offers much more than just a CRM. The platform includes apps that help in all areas of business such as help desk, invoicing, project management, procurement, and more. All apps are designed to resolve around the CRM, providing a complete 360° view of each customer.

Apptivo allows users to define their company territories, markets, and their market segments; each of these properties can then be used to search and sort customer accounts by. Not only are businesses able to define who is buying their product, and where; but they can also define the industry that the account belongs to, all in one place.

Apptivo Overview

Pricing

Starting from
$10.00/month

Pricing options

Free Trial
Free
Subscription
Value for money

Starts at just $10/user/month - all apps included, no gimmicks.


Apptivo Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

Visualize sales funnels with built-in dashboards
Set sales targets and measure performance in real time
Create automated workflows to create activities & send automatic emails
Simple contact profiles that can be configured to store any details
Automatic tracking of all history with a customer, including emails, notes, calls & meetings
Get a 360° of customers by integrating all customer data into one system
Powerful search tools for targeted marketing lists & flexible reporting
Easily browse through results, edit data in bulk, email contacts in bulk, or export any data on the fly
Apptivo video Apptivo screenshot: Visualize sales funnels with built-in dashboards Apptivo screenshot: Set sales targets and measure performance in real time Apptivo screenshot: Create automated workflows to create activities & send automatic emails Apptivo screenshot: Simple contact profiles that can be configured to store any details Apptivo screenshot: Automatic tracking of all history with a customer, including emails, notes, calls & meetings Apptivo screenshot: Get a 360° of customers by integrating all customer data into one system Apptivo screenshot: Powerful search tools for targeted marketing lists & flexible reporting Apptivo screenshot: Easily browse through results, edit data in bulk, email contacts in bulk, or export any data on the fly

Apptivo Reviews

Apptivo Reviews

Overall rating
4.4
/
5
Excellent
252

Very good
171

Average
39

Poor
8

Terrible
4

Value for Money
4.6
Features
4.2
Ease of Use
4.1
Customer Support
4.7
89% recommended this app
Marisela E.

Customer Support is very Responsive

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!


Shannon M.

Learning and loving

The more I learn, the more I love it!


Sean C.

Decided to switch to something else

Their software is decent, but they really seem to loathe their Starter Plan customers. The way they hack out features that they don't want available is sloppy, and makes it necessary to come up with ways to work around their intentional stumbling blocks.

Apptivo - If you don't want to offer a free product, don't. I got the hint, and I'm setting up PayPal Invoicing tonight.


Ted M.

New user that is loving the customization and support

The support team lead by Velu has given me a lot of confidence as a new user. Having access to experts that respond to my inquiries quickly and thoroughly has been very helpful and is the reason I've already been recommending Apptivo to my fellow entrepreneurs.


Dawn B.

Wow, what a find!

An absolute pleasure to use the software and the support is fast and efficient ([SENSITIVE CONTENT HIDDEN], thank you). I've juggled and used a few different platforms previously to attain the same result. This one really does seem to be genuinely 'all in one', with little in the way of compromise. T


Marisela E.

Customer Support is very Responsive

Used Daily for 2+ years
Reviewed on 11/28/2016
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!

Pros

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.

Cons

Some errors with Invoices through paypal that require the client to input the info more than once, especially when there is Updates to the program. This has happened on some occasions, but is no longer an issue that we experience.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Shannon M.
Industry: Maritime
Company size: 11-50 Employees

Learning and loving

Used Daily for 1+ year
Reviewed on 10/7/2020
Review Source: Capterra

The more I learn, the more I love it!

Pros

I love the automation and how easy it is to communicate with our customers and internal team.

Cons

I'm still learning, and although all companies vary in their work flows, I would love to see a more of a road map, as to how apps should relate to one another. Being able to convert an estimate into a quote from the click of a button is great, and the notifications of "who's up next" is great. I guess I just need more time to figure it all out on our end. I know the potential is there, it's a very intuitive product.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Sean C.
Industry: Information Technology & Services
Company size: Self Employed

Decided to switch to something else

Used Daily for 2+ years
Reviewed on 4/2/2019
Review Source: SoftwareAdvice

Their software is decent, but they really seem to loathe their Starter Plan customers. The way they hack out features that they don't want available is sloppy, and makes it necessary to come up with ways to work around their intentional stumbling blocks.

Apptivo - If you don't want to offer a free product, don't. I got the hint, and I'm setting up PayPal Invoicing tonight.

Pros

I've been using their "Starter Plan" since 2012. It is good enough to get by, and it is free. I mostly use the invoicing module.

Cons

Certain settings in the starter plan don't make sense. For example, the e-mail template includes a link to paying online, but online payments aren't supported in the starter plan. Modifying the e-mail template to take that link out is also not supported in the starter plan. I could deal with all that, but now, after a year of using the recurring invoices feature, they suddenly stop working. The tech support person says I have to upgrade my plan to use that. But the settings pages all work, and my invoices are all just sitting there waiting.

Response from Apptivo

Hello Sean,

Thank you so much for taking the time to post this review! We're glad that you enjoyed using Apptivo as a customer for many years. The Starter Plan is generally very limited compared to the other plans. We also upgraded versions since you first created an account with us. This might have caused some unexpected changes. I apologize for the inconvenience caused and will take your feedback to the appropriate teams to help improve our user experience. Thank you again for your feedback!

Team Apptivo

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 1.0/10

Ted M.
Industry: Education Management
Company size: 2-10 Employees

New user that is loving the customization and support

Used Daily for 1-5 months
Reviewed on 7/6/2020
Review Source: SoftwareAdvice

The support team lead by Velu has given me a lot of confidence as a new user. Having access to experts that respond to my inquiries quickly and thoroughly has been very helpful and is the reason I've already been recommending Apptivo to my fellow entrepreneurs.

Pros

The support at Apptivo in AMAZING! I worked with a team to import 15K+ contacts and 72K+ emails and notes from another CRM. They have been extremely helpful, responsive, and on top of all the technical challenges I've had along the way with getting started.

I evaluated numerous other CRMs before deciding on Apptivo. I like the ability to customize this CRM to your needs, the price point is fair, and their support team has been extremely helpful with the importing process.

Cons

The import process was time-consuming based on the amount of data I had to bring over and the fact that my old CRM didn't provide an SQL file to make it simple. This is no fault of Apptivo.

Features I would like to see:
1. Add email sequences to the Premium plan
2. Fixes are needed for the email sequence, Gmail sidebar, and Triggers (I have put in support requests for these items
3. Add the ability to create simple invoices without having so many required fields. All the required fields in that app make the functionality not work for my business, so I create invoices on another platform

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Dawn B.
Industry: Marketing & Advertising
Company size: Self Employed

Wow, what a find!

Used Daily for Free Trial
Reviewed on 8/13/2020
Review Source: Capterra

An absolute pleasure to use the software and the support is fast and efficient ([SENSITIVE CONTENT HIDDEN], thank you). I've juggled and used a few different platforms previously to attain the same result. This one really does seem to be genuinely 'all in one', with little in the way of compromise. T

Pros

What I like most is the way you can build up your own business management system to suit your business which goes well beyond a CRM. Pricing is straightforward and extremely good value. The software has mind-boggling scope with its array of apps that are easy to 'buy' (no hidden extras, all part of the price). It's actually fun to use and is very customisable for an off the shelf package. I like the way you can clear off the stuff you simply don't need - for a custom, uncluttered look.

Cons

I'm still relatively new to it but at the moment - absolutely nothing.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8.5/10
Based on 474 user ratings
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Apptivo Pricing

Apptivo Pricing

Starting from
$10.00/month
Free Trial
Free
Subscription
Value for money

Starts at just $10/user/month - all apps included, no gimmicks.

Starts at just $10/user/month - all apps included, no gimmicks.

Value for Money
4.6/5
Based on 474 user ratings
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Apptivo Features

Apptivo Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4.2/5
Based on 474 user ratings
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Categories

Additional information for Apptivo

Additional information for Apptivo

Key features of Apptivo

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

Benefits

  • A single online portal to access a 360° degree view of contacts

  • Sales pipeline management tools with reporting & dashboards

  • Tightly integrated email marketing capabilities

  • Closely connected with Office365 & G Suite through seamless integrations

  • Some of the most flexible configuration tools available

  • Unbeatable combination of capability, flexibility, and value

  • Apptivo FAQs

    Apptivo FAQs

    Below are some frequently asked questions for Apptivo.

    Q. What type of pricing plans does Apptivo offer?

    Apptivo offers the following pricing plans:

    Starting from: $10.00/month

    Pricing model: Free, Subscription

    Free Trial: Available

    Starts at just $10/user/month - all apps included, no gimmicks.

    Q. What are the main features of Apptivo?

    Apptivo offers the following features:

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

    Q. Who are the typical users of Apptivo?

    Apptivo has the following typical customers:

    Small Business, Large Enterprises, Non Profit, Freelancers, Mid Size Business

    Q. What languages does Apptivo support?

    Apptivo supports the following languages:

    English

    Q. What type of pricing plans does Apptivo offer?

    Apptivo has the following pricing plans:

    Free, Subscription

    Q. Does Apptivo support mobile devices?

    Apptivo supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Apptivo integrate with?

    Apptivo integrates with the following applications:

    ActiveDEMAND, Business Card Reader, Constant Contact, HubSpot CRM, HubSpot Marketing Hub, PieSync, Robly, Wordpress, Wordpress, Xero

    Q. What level of support does Apptivo offer?

    Apptivo offers the following support options:

    Knowledge Base, Online Support, Phone Support, Video Tutorials, FAQs