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

"Terrific system, immensely scalable, a feature list that is endless..." - William Anderson

Apptivo, Signable, Less Annoying CRM, Teamgate CRM, Formstack Documents, 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 success stories, Case studies

What benefits does Apptivo offer for Helpdesk Management?

How can Apptivo optimize your Contact List Management Workflow?

How does Apptivo address your Sales Document Management Challenges?

How does Apptivo facilitate Engagement Management?

What makes Apptivo ideal 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

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

Eryn Swenson
First and foremost, customer service is awesome. Testimonial By Eryn Swenson
Apptivo testimonial

Michael Mazzeo
I'm literally blown away. This is the answer we've all been looking for. Testimonial By Michael Mazzeo
CUSTOMERS TESTIMONIALS
Apptivo testimonial

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

Eryn Swenson
First and foremost, customer service is awesome. Testimonial By Eryn Swenson
Apptivo testimonial

Michael Mazzeo
I'm literally blown away. This is the answer we've all been looking for. Testimonial By Michael Mazzeo

Descon Engineering Limited - Manufacturing

Apptivo CRM Software helped Descon Engineering Limited improve its bidding process. Descon used to rely on spreadsheets, which made it hard to track bids and manage sales data. Apptivo integrated wit...h Office 365 and provided tools like the Customers App, Contacts App, and Opportunities App. This let Descon automate forms, track sales forecasts, and organize bids better. The company saw better productivity, improved conversion rates, and more accurate bidding. Descon now plans to use Apptivo in other group companies.

Read more →

Esser Hayes - Insurance

Apptivo CRM helped Esser Hayes, a large insurance agency, centralize client data from multiple sources. The company faced challenges with scattered information and lacked a unified view of customers.... Apptivo integrated contacts, leads, and sales planning into one workflow. The CRM connected with Outlook and Gmail, improving calendar and email management. Esser Hayes now visualizes sales performance in real time and has streamlined processes, boosting user satisfaction and efficiency.

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IRI - Market Research

Apptivo CRM helped IRI, a market research company, create a transparent sales pipeline. IRI struggled to track opportunities and manage sales activities. Apptivo provided CRM apps for contacts, oppor...tunities, and employee management. The sales team can now track opportunities at every stage. Management uses dashboards to analyze won and lost deals. IRI logs all client conversations and meetings, improving team efficiency and knowledge sharing.

Read more →

HS Brands International - Marketing And Advertising

Apptivo CRM helped HS Brands International improve communication and collaboration across marketing, sales, and support teams. The company faced challenges with disconnected data and poor sharing bet...ween departments. Apptivo provided integrated CRM apps for contacts, leads, opportunities, and financials. The solution enabled real-time tracking of sales opportunities and better management of customer data. HS Brands now organizes client information, schedules appointments, and generates detailed reports using Apptivo CRM.

Read more →

PB Legal Services - Legal Services

Apptivo and G Suite helped PB Legal Services, a small legal company in Thailand, cut software costs and boost productivity. The company replaced many expensive tools with one system that works for al...l five of their businesses. Staff now use a single platform, reducing paper use and hardware needs. Cloud backup solved their data loss worries. The team set up quickly with online support and training. PB Legal Services can now compete better with larger firms.

Read more →

ideaHelix - Management Consulting

Apptivo helped ideaHelix improve task management and collaboration. The company struggled to track activities as it grew. Apptivo integrated with G Suite to organize tasks and projects. Employees gai...ned better visibility and could prioritize work. Central dashboards and CRM features reduced missed activities and improved planning. Management now tracks time spent on projects and predicts resource needs more accurately.

Read more →

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, Teamgate CRM and Formstack Documents 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. 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

Facebook Linkedin Twitter

Financials

PRIVATE