Apptivo Customers App

customers-icon

Customers

Makes customer management simple. Apptivo Customers App stores and manages all your customers in one central place. With effective customer database, have hands on even the minute details of your customers. The customer’s information can be used to make outbound sales calls, send sales emails, and provide direct marketing material.

Application Features

Create new customers by various ways - entering customer data manually in the creation page, capture customers automatically from emails you receive, import customer from a CSV spreadsheet, or enter customers via API.

customer creation

Importing your customers is the fastest way to add or update their information in bulk. Easily upload a mass spreadsheet of customer data at once directly into the Customers App. Let your sales team work with minimal effort in creating and managing customers.

importing customers

Get notified whenever a significant event occurs. Email notifications help you keep notified in terms of customer creation, and all kinds of updates done to a customer record. Never miss out on a newly created customer!

email notifications

email templates

Email Templates

Send out emails with predefined formats, reducing the designing multiple times. With Apptivo’s customizable email templates, build stronger customer relationships in every interaction. Saves time when sending out emails on a regular basis.


g suite customer sync

G Suite Customer Sync

Install Apptivo App from G Suite marketplace, and stay updated by syncing customers between Apptivo and G Suite. Solve your diverse business needs and stay on top of all your customer updates from one.



unlimited customization

Unlimited Customization

Collect all the customer data you need, no matter what. With Apptivo Customers App, you can create as many custom sections and fields as you want. Share customer data inside various apps, select the fields you would want to view in layouts, and much more effective customizations.


general reports

Generate Reports

Generate reports and keep track of customer data. Get to know the active customers, their goals and make quick decisions to increase productivity.

Integrated Applications

Customers App integrates seamlessly with the following applications

Customers     Opportunities

Besides creating Customers, Apptivo enables you to link all the business opportunities associated with your customer in the Customers App. Learn More about Opportunities App

Application Roadmap

  • V7 Upgrade
  • 360° Views
  • Email to Customer
  • Customer Items

  • Assignment Rules
  • Activities DB to ES

Major Update on the Application

Moved the Application to Live

Started Building the Application

This Application is available in

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Start a Trial / Book Demo

Apptivo provides a FREE 30 Day trial to all its customer to play around with the product and get to know if it suits their business. Apptivo also provides a 1 to 1 demo session to explain how you can use Apptivo for your business.