Apptivo
Apptivo Reviews
& Product DetailsWhat is Apptivo?
Apptivo is a cloud CRM platform of integrated sales & marketing tools designed for companies of all shapes & sizes. It provides tools for lead management, campaign management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools, including marketing automation. The platform is accessible from Android and iOS devices and fully integrated with G Suite and Microsoft 365.
The apps and features cover the complete customer life cycle, from marketing, sales, help desk, and project management to field service, quoting & billing, order management, and procurement & supply chain.
All apps are built to work around the CRM, giving you a complete 360° view of each customer.
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
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Company Name
Apptivo
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Located In
United States
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Website
apptivo.com
Starting from:
$10 /user/month
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
Apptivo pricing comprises four plans - Lite, Premium, Ultimate, and Enterprise - with monthly & yearly subscription options and a 30-day Free trial. You can switch between lite, premium, and Ultimate plans for free as much as you want during the 30 days free trial period.
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- API
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Client Management
- Communication 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 Distribution
- Lead Generation
- Lead Management
- Lead Qualification
- Lead Segmentation
- Marketing Automation
- Mobile Access
- Opportunity Management
- Pipeline Management
- Quotes/Estimates
- Referral Tracking
- Reporting & Statistics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Segmentation
- Task Management
- Territory Management
- Workflow Management
Additional Features
- Automated Routing
- CRM
- Customer Complaint Tracking
- For Financial Institutions
- Customer History
- For Insurance Industry
- For Small Businesses
- Deal Management
- For Startups
- For iPad Devices
- Insurance Management
- Knowledge Base Management
- Knowledge Management
- Multi-Channel Communication
- Pipeline Reports
- Reminders
- Reporting/Analytics
- Role-Based Permissions
- Routing
- Sales Trend Analysis
- Search/Filter
- Self Service Portal
- Support Ticket Management
- Third-Party Integrations
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QuickBooks Online
Accounting Software
-
Stripe
Payment Processing Software
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Google Forms
Survey Software
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Microsoft 365
Productivity Software
-
RingCentral MVP
VoIP Software
-
Slack
Team Collaboration Software
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