Apptivo

star star star star star 0.0 (0 reviews) | CRM Software · Account Management Software

Streamline your business with Apptivo's cloud-based platform, unifying CRM, project, and financial management for enhanced efficiency and support.

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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

cancel Security

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cancel Sales Pipeline

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cancel Tax Management

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cancel Case Management

cancel CRM for Coaches

cancel CRM for Outlook

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cancel Deployment Type

cancel Email Marketing

cancel Lead Generation

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cancel Market Position

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cancel Accounts Payable

cancel CRM for Facebook

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cancel Distribution CRM

cancel Donor Management

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cancel Expense Tracking

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cancel Donation Tracking

check_circle Email Integration

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check_circle Contact Management

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cancel Hotel CRM Software

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cancel Analytics and Reporting/Reporting and Analytics

cancel Analytics and Reporting / Reporting and Analytics

cancel Case/Support Ticketing (Customer Support Ticketing)

cancel Deal Pipeline Management / Sales Pipeline Tracking

cancel Social Media Integration (lead capture from social channels)

Pros & Cons

Pros

checkEasy to add customers

checkDetailed lead profiles

checkEfficiently manages pipelines

Cons

closeCustomization can be improved

closeInterface feels dated

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Frequently Asked Questions

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.

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