GET A 360° VIEW FROM YOUR ONLINE CRM
CRM Software Features
Sales Pipeline
Apptivo sales crm tools increases sales by following through on all prospects and closing deals. See a visual pipeline of all incoming deals. Don’t miss out on a golden opportunity.Conversions
Avoid re-entering data across systems and go beyond customer relationship management by converting opportunities into quotes, projects, invoices, and more.
Capture Web Leads
Unify your sales tracking systems and collect new leads from your website by integrating with WordPress or our developer API.Mobile CRM App
Access your cloud CRM software right from your smartphone. Real time updates made from the web will be pushed into your phone app. Available in both Android and iPhone marketplaces. More
Unlimited Custom Fields
Take full control of how each app looks. Customize it by adding or removing existing fields that pertain only to your business.
"We've looked at many CRM solutions, and none were as fast and easy."
Lead Capture - Web-to-lead form
- Email to lead
- CSV import
Customize Apps - Create or remove fields
- Share sections across apps
- Secure sections of fields
- Advanced searches
- Create custom views
Conversion - Lead to contact/customer/opportunity
- Contact to customer
- Opportunity to order, estimate, invoice, project
Customer & Contact Management - Store an unlimited amount of data
- Set role based privileges
- 360 view of all associated apps
G Suite Integration - Contact sharing
- Calendar sync
- Task sync
- Google Drive integration
Sales Tracking - Performance dashboard
- Win/loss analysis
- Sales Planning App
- Territory Management App
Works with Your Favorite Apps
