logo

Apptivo

Apptivo offers a cloud-driven solution aimed at bringing together various business functions, encompassing CRM, project oversight, and financial administration....

★ ★ ★ ★ ★

0.00 | 0 Reviews

Watch Demo Get Pricing

Apptivo offers a cloud-driven solution aimed at bringing together various business functions, encompassing CRM, project oversight, and financial administration....

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

Apptivo offers a cloud-driven solution aimed at bringing together various business functions, encompassing CRM, project oversight, and financial administration. Although there is room for enhancement in its customization capabilities, the platform stands out due to its wide range of features and top-notch customer support. This cohesive strategy streamlines processes and boosts overall operational efficiency.

Product Details

What Is Apptivo?

Apptivo is a cloud-centric solution crafted to bring together various business operations, going beyond the conventional CRM framework to include project and financial management. It consolidates customer interactions, streamlines sales processes, and merges different business functions into one cohesive environment. This platform aids organizations in breaking down data silos and reducing operational inefficiencies, ultimately boosting productivity and enhancing customer relationships.

Apptivo Pricing

The provider presents four distinct pricing plans for Apptivo:

  • Lite – $20/user/month

  • Premium – $30/user/month

  • Ultimate – $50/user/month

  • Enterprise – Custom pricing

Moreover, there is a 14-day free trial available. You can obtain a personalized quote for Apptivo based on your organization's specific needs.

Please note that pricing may vary.

Apptivo Integrations

This software seamlessly connects with an array of systems and platforms, including:

  • PayPal software

  • Zipmark

  • Authorize.net

  • Google Suite

  • QuickBooks

  • Slack software

  • Zapier software

  • WordPress

Check out the Apptivo demo to discover more about its integration features.

Who Is Apptivo For?

This platform is well-suited for various sectors, including:

  • Real estate

  • Hospitality

  • Manufacturing

  • Retail

  • Utility and energy

Is Apptivo Right For You?

If you seek software that offers a comprehensive suite of integrated applications spanning CRM, project management, and financial oversight, then Apptivo could be an excellent fit. It is certified under SSAE18 SOC2 Type II, providing top-notch security and privacy against both internal and external threats.

If you have any uncertainties regarding Apptivo, feel free to reach out to our customer support team at info@softwareseekers.com for expert advice about the platform and make a well-informed decision today.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✔ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✘ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✔ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✔ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Easy to add customers
  • ✔ Detailed lead profiles
  • ✔ Efficiently manages pipelines

Cons

  • ✘ Customization can be improved
  • ✘ Interface feels dated

Price

Professional

Custom

Get Free Guidance from Our Solution Experts.

Ratings

★ ★ ★ ★ ★
0.00 | 0 reviews

Ratings Distribution

Positive

0%

Neutral

0%

Negative

0%

User Reviews

No reviews yet

Be the first to share your experience with Apptivo.

Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes, it offers the REST API and SOAP API to its users.

Yes, it has a mobile app available on iOS, Windows, and Android devices.

It supports phone, email, form submission, and online chat support options.

It integrates with Zipmark, WordPress, Google Suite, Authorize.net, Zapier, Slack, QuickBooks, Xero, and PayPal.

Typical users include hospitality, retail, real estate, utility and energy, and manufacturing industries.

The software offers four pricing plans: Lite ($20/user/month), Premium ($30/user/month), Ultimate ($50/user/month), and Enterprise (custom pricing). It also offers a 14-day free trial period. Get a personalized Apptivo price today.

It supports the English language.