Apptivo CRM is a suite of customer relationship management applications that aims to help companies attract, engage, and retain more customers. It offers applications that can track sales activity through win/loss analysis reports. It also monitors and analyzes individual and team sales performance with ease. Applications are available for you to identify which stages where the most wins and losses occur. Meanwhile, you can determine employees’ performance comparison to see who’s winning and who contributes less.
Furthermore, Apptivo CRM captures leads by providing embed forms in your website and automatically generating leads when prospective customers provide their contact information. There is also an option to create leads when users email specific objects, use CSV to import leads in bulk, and manually enter the information during calls, marketing campaigns, and other similar events or activities. After capturing them, the platform helps you convert leads directly into an order, estimate, invoice, project, customer, and contacts.
Show MoreCentralized Contacts Management
With Apptivo Contact Management, you can collaborate with teams, members, and other stakeholders on the go. It stores all the contacts in one centralized location, which eliminates the time-consuming manual processes. This helps maintain an uninterrupted flow of daily follow-up activities. Moreover, you get clear, accurate, and spam-free contacts data that you can customize to follow your duplication rules. Hence you can avoid the possibly costly re-entry of contacts data.
Smart Customer Management
Apptivo customers App keeps and manages every customer in one convenient location. This increases the effectiveness of the customer database, ensuring easy hands-on access to every customer detail that your employees would need at any time. It handles sending sales emails, making outbound sales calls, and providing direct marketing. Adding customer data is also easy. You can manually enter them via the creation page, import from CSV files, use API connection, and automatically capture customers from emails.
Leads Tracking and Conversion
Apptivo CRM helps efficiently track and manage prospective customers, so you never miss out on a business opportunity. You can source leads in various ways, like gathering and creating them manually and collecting them from emails, API, and web forms. However, gathering leads is only the beginning. The platform also helps you convert them by facilitating daily follow-ups, setting reminders, sending bulk emails, and planning sales activities.
Show MoreKnowing that companies have unique business demands, it is prudent they abstain from selecting a one-size-fits-all, ”best” system. Needless to say, it would be difficult to find such application even among widely used software systems. The rational step to do would be to jot down the different major factors which merit inspection such as key features, budget, technical skill capability of staff members, business size, etc. After which, you should follow through your research exhaustively. Browse over some of these Apptivo evaluations and scrutinize each of the software options in your list in detail. Such well-rounded product investigation guarantee you weed out unsuitable applications and subscribe to the one which delivers all the function your company requires for success.
Position of Apptivo in our main categories:
Apptivo is one of the top 20 CRM Software products
Every company is different, and can require a special CRM Software solution that will be designed for their company size, type of clients and employees and even individual niche they cater to. We advise you don't count on finding an ideal services that is going to be suitable for every company regardless of their background is. It may be a good idea to read a few Apptivo CRM Software reviews first and even then you should keep in mind what the software is intended to do for your company and your staff. Do you require a simple and intuitive service with only basic features? Will you really use the complex functionalities required by pros and large enterprises? Are there any specific tools that are especially practical for the industry you work in? If you ask yourself these questions it is going to be much easier to locate a solid software that will match your budget.
Apptivo Pricing Plans:
Free
$10/user/month
$25/user/month
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Apptivo Pricing Plans:
Free Trial
Starter
Free
Premium
$10/user/month
Ultimate
$25/user/month
Enterprise
Contact vendor
Starter – Free
Premium – $10/user/month or $8/user/month (billed annually)
Ultimate – $25/user/month or $20/user/month (billed annually)
Enterprise – By quote
We realize that when you choose to get a CRM Software it’s important not only to learn how professionals score it in their reviews, but also to check if the actual users and enterprises that purchased this software are genuinely content with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Apptivo reviews across a broad array of social media sites. The information is then displayed in an easy to understand form indicating how many customers had positive and negative experience with Apptivo. With that information at your disposal you will be equipped to make an informed business choice that you won’t regret.
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Apptivo integrates with the following business applications:
Apptivo average rating:
Overall impression
Customer Support
Value for Money
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ADD A REVIEWThe most favorable review
PROS: Their support team is very competent and responsive. We encountered a minor issue while setting the software up and they were able to fix it immediately after they were informed.
CONS: It could be quite challenging to take on a lot of information about the product all at once so learning how to navigate it fully could also take a while.
The least favorable review
PROS: Apptivo has a well-designed and friendly UI design. It enables us to manage our sales and marketing processes more effectively and contributes a lot to the continuous increase in our company's productivity rate. We became more efficient and are now able to allocate more time to improving the quality of our work, thanks to this software.
CONS: We have no complaints so far. Apptivo's performance is top-notch. It caters to all of our marketing management needs and works really, really well for us.
More reviews from 14 actual users:
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Powerful tool
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PROS: Apptivo is an ideal software for collaborative work. It enables us to communicate with our teammates, keep an online copy of our files, and track our progress. It allows several users to work on a single project and manage the tasks together.
CONS: We think the built-in tracker can be improved. We would like to see more options for managing the accessibility of tasks in the future. Apart from this, Apptivo is an excellent tool for us.
Awesome support team
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Customer Support
Value for Money
Ease of Use
PROS: We love that their support team is easily reachable through chat. We also love that the app is highly customizable and easy to use.
CONS: There are times when online chat support does not suffice to resolve the issues we encounter. We hope they could provide more support for more complex concerns.
Excellent solution for collaborating on projects
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PROS: Apptivo is an all-in-one project management tool. It has a comprehensive set of features that include a time tracker, a task manager, and a scheduler, among others. It makes organizing projects so much easier for us. It also provides us with the information that we need to thrive in our industry. We are glad to have this in our company and believe others will benefit from using this as well.
CONS: Enhancements could be done to make the software's interface more friendly and easier to learn. We are satisfied with the software's capabilities for organizing tasks and projects, but not so much on managing communications and tracking progress. We believe the latter could be improved.
User-friendly software
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PROS: Apptivo provides excellent customer support service. Its interface, both in web and app, is user-friendly. It also comes with several great integrations.
CONS: We like Apptivo as it is, but it would work for us better if it could be integrated with some more invoicing software, like Wave, and would have more stable support for its email integrations.
Cost-friendly CRM solution
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Customer Support
Value for Money
Ease of Use
PROS: Apptivo's support team is fast to respond whenever we encounter issues. They are quick to identify the problem and good at communicating what needs to be done to fix it. They are also receptive to client feedback.
CONS: We are still on the onboarding process and everything is going smoothly so far. Their support team is providing us with all that we need to learn how to use their product. We look forward to seeing some of our suggestions in the next version of the software.
We are having a great experience with Apptivo
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Customer Support
Value for Money
Ease of Use
PROS: Apptivo has a well-designed and friendly UI design. It enables us to manage our sales and marketing processes more effectively and contributes a lot to the continuous increase in our company's productivity rate. We became more efficient and are now able to allocate more time to improving the quality of our work, thanks to this software.
CONS: We have no complaints so far. Apptivo's performance is top-notch. It caters to all of our marketing management needs and works really, really well for us.
Reliable email marketing tool
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Customer Support
Value for Money
Ease of Use
PROS: They have a friendly and helpful support team. We once encountered an issue concerning email templates and they were able to resolve it soon after.
CONS: Some features, especially those designed for customizing templates, do not function properly and need to be fixed.
Very useful for communicating with clients
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Customer Support
Value for Money
Ease of Use
PROS: This software is perfect for SMEs like us. It is very easy to use and it can be customized to match the specific needs of a company. We have had several successes and have been able to expand our business, thanks to Apptivo.
CONS: Its built-in email capabilities need to be improved in terms of stability and template consistency. Layouting is easier with its G-suite integration.
Best CRM software
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Ease of Use
PROS: We have tried a lot of other CRM software before Apptivo and nothing worked better for us so far. They simply have all the solutions we need.
CONS: Apptivo is the best software we have come across so far. We have nothing to dislike about it.
We are able to communicate better with Apptivo
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PROS: They respond to queries and concerns promptly. They are competent and able to resolve our issues fast.
CONS: They could opt for a more modern interface in future versions. It's not a major concern, but it would certainly have a positive impact on the experience of its users.
Ideal for task management
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PROS: Apptivo is very useful for managing tasks and schedules. It also has a lot of great features that users would benefit from exploring.
CONS: We hope the email sections would be more stable in the future versions. There are times when our email layout changes when using this software.
We love Apptivo
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Customer Support
Value for Money
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PROS: Apptivo has an intuitive UI design and a complete set of features for managing sales and marketing processes. It comes very handy for dealing with inventories, invoices, and client communications.
CONS: We would have a better experience with Apptivo if they would improve the software's synching and integration capabilities. We also wish their deployment process was faster.
Great customer support service
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: Their support team is very competent and responsive. We encountered a minor issue while setting the software up and they were able to fix it immediately after they were informed.
CONS: It could be quite challenging to take on a lot of information about the product all at once so learning how to navigate it fully could also take a while.
By far the best cloud CRM experience on the market IMHO!!!
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Customer Support
Value for Money
Ease of Use
PROS: Their interface elements are easy to access, understand and simple to navigate. I've used quite a few over the years from Navision, Zoho to Act and Apptivo supersedes their competitors on every level. The spreadsheet upload process is easy and practical! The customization is robust and simple to use. You also get the best value for your money!
CONS: I have not found anything that has been problematic or could work better. I came form using ACT so everything thus far has been a colossal upgrade.
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Powerful tool
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Awesome support team
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Excellent solution for collaborating on projects
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
User-friendly software
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Cost-friendly CRM solution
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
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