Professional Services

Quick Start Setup

An informal package of two 90-minute sessions spent with an Apptivo expert. The goal of this session is to work with you and configure the account, while training you how to modify the system for yourself moving forward.

$500 Inquiry

Basic CRM Setup

This service is perfect when you just wanted to get started with the core CRM product, and need some help getting started. Our services team will work with you to identify your high-level CRM process, configure your account, import existing data, and provide essential training for your organization.

$750Inquiry

Salesforce Migration

This service is designed to help existing Salesforce customers migrate over to Apptivo. We will assist in the migration and configuration of the core CRM apps: Employees, Contacts, Customers, Leads, and Opportunities.

Once the configuration completed, our team will provide an initial 1-hour training online session to help your team get started, followed by another 1-hour training follow up session about a week after you start using the system.

$500Inquiry

Act Migration

This service is designed to help existing Act customers migrate over to Apptivo. We will assist in the migration and configuration of the core CRM apps: Employees, Contacts, Customers, Leads, and Opportunities.

Once the configuration completed, our team will provide an initial 1-hour training online session to help your team get started, followed by another 1-hour training follow up session about a week after you start using the system.

$500Inquiry

Training Packages

We offer a-la-carte training services. You can request an extra hour(s) training/configuration sessions to your setup services or onboard new team member.

An Apptivo representative will travel on-site to your office, and work with your team to configure, optimize, and train your team. This workshop service differs from a classic training program. During this workshop, the Apptivo representative will be ready and willing to configure fields, import data, work with users to optimize workflows, or just train users on the basics of the system.

$125Inquiry
$850Inquiry

Custom Implementation

The Apptivo services team will help design, configure, and deploy your complete Apptivo solution from end to end. We will work with your team to identify the optimal solution using Apptivo’s Apps, as well as integrate any other systems or services you require. This will include the configuration of all fields, workflow, and reports inside of the system.

Add-ons

Email Campaigns

The more you send, the less it costs. If you send periodic newsletters or other scheduled campaigns, monthly pricing gives you a better value for your money.

Just the right plan if you do send emails very frequently and have known number of monthly campaigns or newsletter. Yearly pricing gives you the best value for your money.

If you run campaigns periodically throughout a year, but know that you stand to spend a lot, Pay-as-you-go pricing lets you run campaigns at your own pace without worrying about losing emails that you've paid for. Purchased email never expired.

$25Inquiry
$250Inquiry
$10Inquiry

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