Apptivo CRM: in summary

What is Apptivo CRM? 

Apptivo CRM is a powerful online Customer Relationship Management (CRM) application that allows you to manage everything from sales to marketing, and so much more. It is practical and easy to manage. Its intuitive interface makes it an easy choose for small to mid-sized companies looking for a dedicated CRM.

Features 

Some features in the Apptivo Suite include: 

  • Contract Management: Customize the look and feel of contracts, and store contact information 
  • Competitors: Easily create and manage all your competitors, and even record a lost deal. 
  • Sales Planning: Define and track a set of sales targets for your business. Even set quotas at an organizational, individual, and team level. 
  • Territory Management: Easily control, optimize, and improve territory alignment with one easy-to-use app. Create sales territories, assign leads and customers per territory, and increase collaboration across teams. 
  • Customers: Make outbound sales calls, send sales emails, and provide direct marketing material. You can even create a database with individual customer information, import customer information from third-party apps, and get email notifications when a customer's record has been changed. 
  • Contacts: Organize contacts according to their status, customer or lead, import contacts, and avoid duplicate contact information. 
  • Work Orders: With features like dispatch calendar that allows you to designate either a customer or employee manager to approve work orders, and quick responses, you'll never let another work order go by unnoticed. 
  • Opportunities: Collect opportunities directly from emails, get precise sales analytical data, and automate and streamline your sales cycle. 
  • Cases: Easily respond to customer problems with email-to-case auto response, service level agreements, and a designated ticket management tab.
  • Leads: Manage potential customers, and make sure none slip through the cracks with features like lead sourcing, web lead capturing, and lead follow-up. 

Pricing 

Apptivo has four versions: 

  • Lite: Includes 18 apps, and is dedicated towards small sales teams for small tasks like sending quotes and managing deals. This will cost you $10/user/month. 
  • Premium: The most popular version, includes 46 apps, and is designed for fast-growing teams looking for an all-in-one CRM. This will set you back $15/user/month.
  • Ultimate: Includes 57 apps, and is designed for larger teams looking for more advanced automation and integrations. This will cost you $25/user/month. 
  • Enterprise: Which includes the full suite of what Apptivo has to offer, in terms of apps, is designed for large organizations that require complex integrations. You can contact Apptivo directly for a quote if you're interested. 

Reviews

With an average user rating of 4.5/5/0, users find that Apptivo is an all-around solid CRM solution for small to mid-sized businesses. Although it doesn't have as many features and integrations as some of its larger competitors, notably Salesforce and Zoho, users still like its intuitive interface and features. 

What We Think

As we said before, even though Apptivo isn't as extensive a program as its bigger competitors, it's still a solid, quality option for small to mid-sized businesses looking for a CRM. Furthermore, the combination of the intuitive features that it does have, and its reasonable pricing makes it a solid competitor. 

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Appvizer's opinion

As we said before, even though Apptivo isn't as extensive a program as its bigger competitors, it's still a solid, quality option for small to mid-sized businesses looking for a CRM. Furthermore, the combination of the intuitive features that it does have, and its reasonable pricing makes it a solid competitor. 

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Apptivo CRM: its rates and features

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