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.

Comprehensive Insights on Apptivo Use Cases

What makes Apptivo ideal for Helpdesk Management?

What makes Apptivo ideal for Contact List Management?

What solutions does Apptivo provide for Sales Document Management?

Why is Apptivo the best choice for Engagement Management?

How efficiently Does Apptivo manage your Workflow Management?

52+ more Business Use Cases

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.

Customer Testimonials

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

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
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

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

Case Studies

Marketing and Advertising

CASE STUDY HS Brands International

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.

CASE STUDY IRI

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.

Medical Devices

CASE STUDY Zeltiq

Apptivo CRM and Finance apps helped Zeltiq automate invoice processing. Zeltiq faced slow, manual invoice handling and high costs. Apptivo provided an integrated solution with a supplier portal and a...utomated notifications. The new system let Zeltiq track invoices, view billing history, and reduce errors. Management gained real-time visibility and faster approvals, improving efficiency and cutting overhead costs.

Health, Wellness and Fitness

CASE STUDY MediPro

Apptivo CRM helped MediPro organize customer data and track prospects in the sales pipeline. Before Apptivo, MediPro managed sales manually and struggled with unorganized data and asset tracking. App...tivo provided a CRM with integrated apps for contacts, leads, and opportunities. The new system streamlined the sales process and improved asset management. Real-time monitoring increased sales team efficiency and reduced compliance risks.

Consumer Goods

CASE STUDY Steinar International

Apptivo CRM helped Steinar International fix sales process issues. Their old CRM could not track sales or sync with Microsoft Outlook. Apptivo integrated sales, contacts, and employee management. The... new system tracks leads, sales, and employee performance. Teams now have up-to-date contact info and better workflows. Sales and marketing are more consistent and efficient.

Insurance

CASE STUDY Esser Hayes

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.

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. News

Release Notes as of FEB 15,2024

1.Feature Updates 2. Bug Fixes At Apptivo, our primary goal is to continuously improve system performance and address reported issues to enhance overall efficiency. In line with this commitment, we’re pleased to introduce new features designed to streamline your workflow. Additionally, our team has diligently resolved bugs to ensure a smoother user experience. We value...

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The post Release Notes as of FEB 15,2024 appeared first on Apptivo.

EXPLORING MULTI CHANNEL CUSTOMER SUPPORT SOFTWARE

1.What is customer service software? 2.Customer service software Vs Customer relationship management 3. Touchpoints & Modes of customer service 4.Important components of customer service software 5.The top 5 must-have customer support tools that boost your business 6. The top features of customer support chat software 7. What to Look for in a customer support software?...

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Maximize your business performance with seamless CRM Integration

1.What is CRM Integration? 2.Bеnеfits of CRM Platform Intеgration 3. How to Intеgratе Your CRM Systеm? 4.How CRM Intеgration Works? 5.CRM Intеgration еxamplеs 6. Types and Key CRM Integrations 7. CRM softwarе Intеgration bеst practicеs 8. CRM intеgration challеngеs and solutions 9. How to get started with CRM Integration? You know how important customеr rеlationship...

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The post Maximize your business performance with seamless CRM Integration appeared first on Apptivo.

Release Notes AS OF Dec 5, 2023

1.Feature Updates 2. Bug Fixes At Apptivo, our primary objective is to boost system performance and address reported issues, consistently working towards improving overall efficiency. Through dedicated efforts to optimize business operations, we aim to provide a seamless experience for you. Our commitment extends to bug resolution and the integration of valuable feedback, making Apptivo...

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The post Release Notes AS OF Dec 5, 2023 appeared first on 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

Financials

PRIVATE