Apptivo

Who Uses Apptivo?

We serve businesses of all shapes and sizes. From independent consultants to billion dollar enterprises, Apptivo offers over 60 business apps that are highly configurable for most types of companies.

What Is Apptivo?

Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.

Apptivo Details

Apptivo

http://www.apptivo.com/

Founded 2018

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Starting price

US$10,00/month
US$20,00/month
N/A
US$12,50/month

Free Version

Free Version Yes
Free Version Yes
Free Version No
Free Version No

Free Trial

Free Trial Yes
Free Trial Yes
Free Trial Yes
Free Trial Yes

Apptivo deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Apptivo Features

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

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  • Live Chat
  • Marketing Automation
  • Quotes/Estimates
  • Reporting/Analytics
  • Sales Pipeline Management
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

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  • Canned Responses
  • Case Management
  • Chat/Messaging
  • Collaboration Tools
  • Corrective and Preventive Actions (CAPA)
  • Customer Complaint Tracking
  • Customer Service Analytics
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Email Management
  • Email Templates
  • Feedback Management
  • Forms Management
  • Interaction Tracking
  • Issue Management
  • Issue Tracking
  • Knowledge Base Management
  • Live Chat
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Management
  • Prioritization
  • Quality Assurance
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • SSL Security
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Social Media Integration
  • Social Media Monitoring
  • Support Ticket Management
  • Support Ticket Tracking
  • Survey/Poll Management
  • Surveys & Feedback
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  • Third Party Integrations
  • Widgets
  • Workflow Management

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  • Collaboration Tools
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  • Customer History
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  • Email Management
  • IVR / Voice Recognition
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  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
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  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Opportunity Management
  • Pipeline Management
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  • Customizable Branding
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  • Engagement Tracking
  • Event Triggered Actions
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  • Gamification
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  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Language
  • Real Time Analytics
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Apptivo Reviews

Read all reviews

Overall rating

4,4/5

Average score

Ease of Use 4,2
Customer Service 4,7
Features 4,3
Value for Money 4,7

Review software

Share your experiences with other software buyers.

Write a Review!
Don L.
Don L.
Chief Revenue Officer
Machinery, 11-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2021/06/18

"Apptivo is THE Best CRM Software System Available!!"

Comments: Outstanding! This is the fourth CRM implementation that I have administered in my career and it was by far the simplest and smoothest process with the greatest customization and functionality! After going through the selection process and reviewing all of the "top CRM Solutions" in great depth, I chose Apptivo and I am super glad that I did! Apptivo keeps the system simple to use, which is a must for sales reps, and provides the customization required. The other "top CRM Solutions" have forgotten what salespeople are REALLy looking for in their CRM tool and as a result, made their system more cumbersome for the user. Not Apptivo, they are deploying their system in the right way and there is no extra charge for excellent customer service! The Apptivo team closely manages my account and QUICKLY addresses any items that I want to change. This has been an excellent rollout!

Pros: Ease of use and customization is awesome! They have kept the system simple while implementing a number of dynamic and intuitive functions. The customer service is EXCELLENT! Most CRM companies just want to sell a boxed product and forget about the user. Apptivo takes the time to identify what the user truly is trying to accomplish and then customizing the software to precisely meet the users' requirements.

Cons: NONE! There are no cons with Apptivo! The system is EXCELLENT!

  • Reviewer Source 
  • Reviewed on 2021/06/18
Gina M.
Product Owner
Information Technology & Services, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2021/08/16

"Exceeded Expectations"

Comments: The onboarding team was wonderful and addressed every issue that came up. They were incredibly responsive and Apptivo delivered on all the features we wanted/needed. Apptivo is an absolutely critical part of our business at every level. From lead management, to sales and quoting, to implementation and onboarding of new customers. It is so much more than a CRM for us.

Pros: The onboarding team made sure all of our data was transferred over as we expected and they made everything so easy for us. It is really feature complete so we were able to eliminate multiple other systems and consolidate so it is easier for all staff involved.

Cons: The Outlook integration has had some trouble with calendar appointments that we had to work through.

  • Reviewer Source 
  • Reviewed on 2021/08/16
Sean C.
Owner
Information Technology & Services, Self Employed
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
    Unrated
  • Likelihood to Recommend
    1/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2019/04/02

"Decided to switch to something else"

Comments: 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.

Vendor Response

by Apptivo on 2019/06/20

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

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2019/04/02
Michael A.
CIO
Security & Investigations, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2019/06/28

"General"

Comments: Slow. Very pleased with how things work, but it took a little while to get used to the interface. Now that we have been using it for 3 months or so, it has everything we need all in one place.

Pros: The variety of features that cover Sales to Finance. The value of the apps that are offered fits perfectly into our organization.

Cons: It's sometimes hard to find things. I think this will diminish as I use the product more. The biggest frustration is the integration with other products especially O365. I think I have the email down, but calendar is harder than it should be. Using OneDrive only connects to my personal account and I would like to be able to connect it to our O365 sharepoint folders instead.

Vendor Response

by Apptivo on 2019/08/20

Hello Michael,

Thank you so much for taking the time to post this review! Our team is thrilled that you're happy with the value the apps bring to your company. We will collect this feedback on getting familiarized with Apptivo and notify our teams accordingly to improve the process. Thank you, again!

Team Apptivo

  • Reviewer Source 
  • Reviewed on 2019/06/28
Heath B.
IT Manager
Food & Beverages, 11-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2021/07/26

"Designed for us"

Comments: We needed a CRM system that really could be bespoke to our unique needs as an organisation. Having outgrown our previous CRM when it wasn't able to be flexible enough to grow with us, we needed to ensure that not only could be track engagements, manage contacts, track event participation -- as well as set up considerable amount of event triggers for email notifications and much more. The Apptivo team really never said "No, we can't do that". It was always a case of let's go away, see what we can do, and they came back with a solution. Very impressed with the support we received from Apptivo.

Pros: Apptivio was already a full-featured product when we identified it as a suitable replacement for our existing CRM system, which we'd outgrown as an organisation. The ability to further customise it to our specific needs, through the support of their friendly, professional services team, guaranteed that it would tick all of our boxes. We're still finding new things to use Apptivo for, and it's great to have all of these features in one product which integrates with our Office suite.

Cons: We heavily customised what the product is capable of, syncing it with our Xero accounting package as well as Office 365. This took considerable effort on the part of Apptivo's support teams -- not a complaint by any means though.

  • Reviewer Source 
  • Reviewed on 2021/07/26