Apptivo Overview

Apptivo is a comprehensive business management software suite designed to enhance enterprise efficiency and facilitate growth. With its CRM capabilities, Apptivo supports businesses in managing customer relationships effectively, ensuring streamlined communication and data management. The platform is trusted by a global user base, including over 200,000 companies across 194 countries, a testament to its reliability and scalability. Apptivo's smart APIs allow seamless integration with existing systems, providing flexibility and adaptability to various business needs. This software is ideal for businesses aiming to optimize their operations and drive growth through efficient customer relationship management.

Use Cases

Customers recommend Helpdesk Management, Contact List Management, Sales Document Management, as the business use cases that they have been most satisfied with while using Apptivo.

Other use cases:

  • Engagement Management
  • Workflow Management
  • Communication Management
  • Campaign Management
  • Collaboration
  • Lead Management
  • Billing And Invoice Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Apptivo.

Other priorities:

  • Increase Sales & Revenue
  • Improve Internal Communications
  • Enter New Markets Internationally Or Locally
  • Improve Efficiency
See all business priorities See less business priorities

Apptivo Use-Cases and Business Priorities: Customer Satisfaction Data

Apptivo works with different mediums / channels such as E-Mail.

Apptivo's features include Recording, Personalization, Templates, etc. and Apptivo support capabilities include Chat Support, Email Support, Phone Support, etc. also Apptivo analytics capabilities include Analytics, and Custom Reports.

Reviews

"The company culture is much more appreciative of a small business and will treat you with respect and dignity..." - Garett Fitzpatrick

Peer review evidence (same sources as the product rating summary)

"...Apptivo features 60+ integrated business apps covering CRM, Project and Service Management, Supply Chain, Financials, Help desk etc...." Case Study DCS
"...Add Google Docs to any contact, customer, project, etc. in Apptivo by syncing your Google Drive and Apptivo Documents app. ..." CRM Software - Apptivo CRM
"...Create your own contract PDF template meeting the company s needs and expectations. ..." Best Field Service Software

Apptivo, Signable, Less Annoying CRM, Formstack Documents, monday sales CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Apptivo simplifies business operations with its comprehensive management software suite. Business efficiency and growth are boosted through enhanced enterprise management.

Popular Business Setting

for Apptivo

Top Industries

  • Research
  • Publishing
  • Insurance

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Apptivo is popular in Research, Publishing, and Insurance and is widely used by Small Business, Mid Market, and Enterprise.

Apptivo Customer wins, Customer Experiences, Case studies

What benefits does Apptivo offer for Helpdesk Management?

What benefits does Apptivo offer for Contact List Management?

How does Apptivo address your Sales Document Management Challenges?

How can Apptivo enhance your Engagement Management process?

What solutions does Apptivo provide for Workflow Management?

11 buyers and buying teams have used Cuspera to assess how well Apptivo solved their CRM needs. Cuspera uses 3270 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS TESTIMONIALS
Apptivo testimonial

Garett Fitzpatrick

The company culture is much more appreciative of a small business and will treat you with respect and dignity... Testimonial By Garett Fitzpatrick
Apptivo testimonial

William Anderson

Terrific system, immensely scalable, a feature list that is endless... Testimonial By William Anderson
Apptivo testimonial

Gary Best

Very easy to work with and fantastic, quick response on-line customer service chat. Testimonial By Gary Best
CUSTOMERS TESTIMONIALS
Apptivo testimonial

Garett Fitzpatrick

The company culture is much more appreciative of a small business and will treat you with respect and dignity... Testimonial By Garett Fitzpatrick
Apptivo testimonial

William Anderson

Terrific system, immensely scalable, a feature list that is endless... Testimonial By William Anderson
Apptivo testimonial

Gary Best

Very easy to work with and fantastic, quick response on-line customer service chat. Testimonial By Gary Best

MediPro - Health, Wellness And Fitness

Apptivo CRM helped MediPro organize customer data and track prospects in the sales pipeline. The license tracker improved service management and reduced compliance risks. MediPro gained a single view... of prospects, customers, deals, and sales pipeline. Real-time sales monitoring increased sales team efficiency. Asset management and license renewal tracking became easier with Apptivo's integrated solution.

NISIM Steinar International - Consumer Goods - Medium

Apptivo CRM and Contacts app helped NISIM Steinar International fix sales tracking and data management. The company struggled with limited CRM features and no Microsoft Outlook integration. Apptivo e...nabled real-time contact sync, improved sales workflows, and made employee management easier. Teams now track leads, manage opportunities, and monitor performance with less effort. The solution streamlined sales and boosted team consistency.

Zeltiq - Medical Devices

Apptivo CRM and Finance apps helped Zeltiq automate invoice processing. Zeltiq replaced manual invoice handling with an online portal for suppliers. This reduced errors and sped up approvals. Managem...ent gained real-time visibility into payments and billing. The solution cut overhead costs and improved efficiency for supplier payments.

DCS Telecom - Telecommunications - Large

Apptivo CRM and Finance apps helped DCS Telecom link business processes and improve operational efficiency. Before, DCS Telecom struggled with disconnected workflows and slow customer request handlin...g. Apptivo integrated CRM, work orders, and financials, connecting calls, scheduling, and invoicing. The new system made customer data easy to access and manage. Outlook and Gmail integration kept information updated for all employees.

Descon Engineering Limited - Construction - Very Large

Apptivo CRM Software helped Descon Engineering Limited improve its bidding process. Descon replaced spreadsheets with Apptivo's integrated CRM and Office 365 solution. The Opportunities App let Desco...n track bids, automate forms, and manage sales forecasts. Internal communication improved with Apptivo’s collaboration tools. Descon saw better productivity, higher conversion rates, and improved accuracy in bidding.

CET Color - Manufacturing - Medium

Apptivo CRM helped CET Color, a US-based printer manufacturer, improve sales and support. The company faced issues with disconnected sales and marketing data, manual lead creation, and unsecured cust...omer information. Apptivo provided integrated CRM apps for contacts, leads, opportunities, and financials. The solution enabled role-based data access, automated lead capture, and better sales process tracking. CET Color now creates invoices faster and tracks all calls and appointments, boosting sales efficiency.

Frequently Asked Questions(FAQ)

for Apptivo

What is Apptivo?

Apptivo is a Business Management Software that is used by organizations to experience the power of integrated software. It consists integrated set of apps that include CRM, Project Management, Contract Management, Email Marketing, Help Desk, Invoicing and more. It helps to improve efficiency and enhance customer relationships.

Apptivo integrated suite of apps is used by businesses of all sizes, ranging from just one user to thousands. It provides customizable apps for businesses to enhance collaboration and communication with the customers.

Some of its features include tracking the complete sales process and close more deals from anywhere with the online CRM software, collaborate on tasks, manage timesheets, and log expense reports, billing system to send and receive online payments from anywhere, supply chain management with vendor tracking, purchasing, and inventory and many more.

What is Apptivo used for?

Apptivo is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Helpdesk Management, Contact List Management and Sales Document Management .

What are the top features of Apptivo?

Recording, Personalization and Templates are some of the top features of Apptivo.

Who uses Apptivo?

Apptivo is used by Research, Publishing and Insurance among other industries.

What are Apptivo alternatives?

Signable, Less Annoying CRM, Formstack Documents and Monday Sales CRM are popular alternatives for Apptivo.

Where is Apptivo located?

Apptivo is headquartered at 39055 Hastings St, Suite 209, Fremont, California 94538, US.
lightning

Peers used Apptivo for helpdesk management and contact list management

Apptivo Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.88/5

Read Reviews (2)
Analytics

3.83/5

Read Reviews (48)
Custom Reports

3.77/5

Read Reviews (413)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.88/5

Read Reviews (2)
Analytics

3.83/5

Read Reviews (48)
Custom Reports

3.77/5

Read Reviews (413)

Software Failure Risk Guidance

?

for Apptivo

Overall Risk Meter

Low Medium High

Top Failure Risks for Apptivo

Apptivo Inc. News

Product

Apptivo Review: Best-in-Class CRM Flexibility for SMBs

Apptivo's CRM platform is recognized for its exceptional flexibility and customization, making it ideal for SMBs. It offers a modular app suite covering CRM, finance, HR, and more, with plans starting at $15 per user per month. Apptivo integrates with popular tools like Google Workspace and Microsoft 365, providing robust analytics and customer support, earning it PCMag's Editors' Choice.

Apptivo Inc. Profile

Company Name

Apptivo Inc.

Company Website

https://www.apptivo.com/

HQ Location

39055 Hastings St, Suite 209, Fremont, California 94538, US

Employees

251-500

Social

Financials

PRIVATE