Boost your revenue using Apptivo CRM with Invoicing

Everything you need for your business’ billing process.

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Trusted by 200,000+ Businesses Worldwide.

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Quote and Invoice directly from your CRM.

Personalized Templates

Generate Quote and Invoice with customizable Drag and Drop Interface.

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Integrated payment gateways

Allow customers to pay directly from your invoice. Apptivo Integrates with Stripe, Paypal, Square, A.net and Zip mark

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Subscription Billing Automation

Schedule recurring invoices and let Apptivo do the rest. Send invoices, reminders and process payments daily, monthly, quarterly or annually.

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Payment schedules

Facilitating the billing process for each phase or term becomes effortless through scheduled payments. Secure payments from customers as they successfully wrap up each phase.

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Accounting platform Integration

Stop moving data between many tools you need on a daily basis. We offer seamless integration with Xero and Quickbooks to keep your books updated.

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Intelligent Dashboards

Embrace the power of centralized reports to access tailored insights encompassing received payments, outstanding dues, upcoming payments, and team performance.

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Compliant with E-Invoicing

Compliance is a top priority for any business. Apptivo ensures to stay compliant with the government latest E-invoicing notification acting as a single window of communication with the GST Portal.

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Multi - level Approval

Gain additional oversight of Estimates and invoice before raising it. Setup approval flow that fits your company’s structure.

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Turn Quotes into Invoices

Generate an invoice in less than 5 seconds, by mapping the contents, items and summary from the Quote created by your sales team. This time-saving measure also reduces the chances of human error.

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Personalized Templates

+

Generate Quote and Invoice with customizable Drag and Drop Interface.

Know More featureimg

Integrated payment gateways

+

Allow customers to pay directly from your invoice. Apptivo Integrates with Stripe, Paypal, Square, A.net and Zip mark

Know More featureimg

Subscription Billing Automation

+

Schedule recurring invoices and let Apptivo do the rest. Send invoices, reminders and process payments daily, monthly, quarterly or annually.

Know More featureimg

Payment schedules

+

Facilitating the billing process for each phase or term becomes effortless through scheduled payments. Secure payments from customers as they successfully wrap up each phase.

Know More featureimg

Accounting platform Integration

+

Stop moving data between many tools you need on a daily basis. We offer seamless integration with Xero and Quickbooks to keep your books updated.

Know More featureimg

Intelligent Dashboards

+

Compliant with E-Invoicing

+

Compliance is a top priority for any business. Apptivo ensures to stay compliant with the government latest E-invoicing notification acting as a single window of communication with the GST Portal.

Know More featureimg

Multi - level Approval

+

Gain additional oversight of Estimates and invoice before raising it. Setup approval flow that fits your company’s structure.

Know More featureimg

Turn Quotes into Invoices

+

Generate an invoice in less than 5 seconds, by mapping the contents, items and summary from the Quote created by your sales team. This time-saving measure also reduces the chances of human error.

Know More featureimg

Award Winning CRM Platform

award winning

Stay on top of what’s happening with  Sales, Support and Services 

Seamless integration allows you to raise invoice in One click!

Sales

Track your sales revenue and the payments directly from your CRM system

Description of the image Ability to track the most preferred product or services

Description of the image Receive Payments from customers faster.

Description of the image Manage recurring transactions by storing customer payment information.

Support

Manage your IT support and Consulting Support using a comprehensive invoicing solutions

Description of the image Convert each ticket to a billable invoice

Description of the image Monitor the support efforts and solutions offered

Description of the image Bill your clients for on-site visits. Efficiently track hours spent on each support request.

Description of the image Enable accurate and fair task based billing

Services

Keep track of time spent on service and effortlessly invoice your customers for your work.

Description of the image Create Invoice directly from the field

Description of the image Track billable hours and the materials used during installation

Description of the image Get Invoice paid by the customer digitally

Description of the image Track unbilled hours and expenses

  • Sales

    Track your sales revenue and the payments directly from your CRM system

    Description of the image Ability to track the most preferred product or services

    Description of the image Receive Payments from customers faster.

    Description of the image Manage recurring transactions by storing customer payment information.

  • Support

    Manage your IT support and Consulting Support using a comprehensive invoicing solutions

    Description of the image Convert each ticket to a billable invoice

    Description of the image Monitor the support efforts and solutions offered

    Description of the image Bill your clients for on-site visits. Efficiently track hours spent on each support request.

    Description of the image Enable accurate and fair task based billing

  • Services

    Keep track of time spent on service and effortlessly invoice your customers for your work.

    Description of the image Create Invoice directly from the field

    Description of the image Track billable hours and the materials used during installation

    Description of the image Get Invoice paid by the customer digitally

    Description of the image Track unbilled hours and expenses

maxi

Maximize your ROI with Powerful Ticketing system


%

Faster Response 

%

Reduce in churn rate

%

Avg First contact resolution rate

%

Increase in productivity

Out of the box Integrations

 Sync Invoices, Accept Payments and view customer data with zero manual work.

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Customer Voices

  • customer

    Allison Graham

    Chief Business Consultant Executive Officer - Elevate Biz Inc

    Excellent Service and Customization. Compared to other CRM's I find the customization unparalleled and the automation of moving from lead to opportunity to project very important. Everything is captured. If you have a lot of variables to track with clients and want a one-stop-shop then Apptivo is a great choice.

    customer star
  • customer

    Don Lin 

    Chief Revenue Officer - Precision Machine & Manufacturing

    Apptivo is the best CRM software system available!! Outstanding!!

    This is the fourth implementation that i have administered in my career and it was by far the simplest and smoothest process with great customization and functionality.

    customer
  • customer

    David Malton

    Founder - County Chambers of Arizona, llc

    One of the Best CRMs I have ever used. Apptivo is easy to navigate and use. The cost is fantastic and customers find it easy to use when sending invoices. Invoicing customers was a big issue that this solved

    customer star
  • customer

    Mallard Owen

    Chief Operating Officer - 123JUNK

    Apptivo’s onboarding team has been outstanding and continues to be a great partner as we tweak the implementation. Apptivo and the team were patient and supportive.

    customer
  • customer

    Owen Stibbard

    Director - NaturalSci Regulatory Consulting Corp.

    Great Functionality and customization. I like that I can choose how to implement the software. With a little up-front customization, which I have completed myself, I have made the software straightforward and intuitive for the way my business operates. I don't need to adapt to suit Apptivo, it changes to suit me. Apptivo's integration with e-mail also allows us to retain customer communications in a really simple way when there is employee turnover.

    customer star
  • customer

    Jordan McCormick

    Director of Sales and Marketing - The Wake Park Project

    I have been using Apptivo for a few years now. I research frequently to see if there are better platforms. Apptivo has a suite of apps that best meet my company's needs the best and a separate program to be able to do custom estimates, it stores all my products which are many, in there and makes a real quick way to produce professional-looking estimates with the customers' info all there.

    customer star
  • customer

    Cheryl Babashoff 

    Consultant - Yellowscope

    Apptivo Onboarding team has been Outstanding

    Apptivo’s Onboarding team has been outstanding and continues to be great partners as we tweak the implementation. Apptivo and team were patient and supportive through the entire set up and continued to extend their support whenever needed.

    customer
  • customer

    Marcel Ottiger

    CEO - Chief Executive Officer - Amphasys

    You can start small, e.g. with the CRM apps, and then add more apps while your business is growing. The tool offers many apps that cover almost all needs of a small to medium-sized company. It is highly customizable. It is even possible to setup your own apps within just a few minutes. Thanks to a really exceptionally good support you can do all of that yourself. Overall, the platform offers a good value to prize ratio.

    customer star
  • customer

    Colin Degan

    Owner - Project Productions

    Easily adopt as few or as many plug-ins/apps as you see fit. I would easily describe Apptivo more as an 'ERP' rather than a 'CRM' as so many features are available. Automated invoicing, proposal generation and prospect management, all within one interface.

    customer star
  • customer

    Radu Tyrsina

    CEO & Founder at Windows Report

    As a mid-sized international business, it allows us to customize our existing software by utilizing the tools in their online store to simplify the process of managing all the needs of our dynamic company. This is probably the most vital attribute for us, as we can monitor and analyze all our teams and individual sales, no matter their location. It also helps us integrate existing team organizational structures to improve quotas.

    customer customer
  • customer

    Bob Noble

    Founder - Noble Environmental Technologies

    It's a great and efficient CRM tool that requires very little effort to pick up and learn and is easy to integrate amongst the staff. I would definitely recommend this for businesses looking for an effective CRM tool.

    customer star
  • customer

    Bryan Meehan

    President - HI-TECH Business Systems

    "Very powerful but easy to use CRM plus much more. Like most other systems, Apptivo uses "Chat" as their primary support but for complex set-up or help their scheduled support is beyond what I experienced from others competing in this field. Streamlined, real-time access to data is a game changer. This system has most of what any organization would need and options to add unique requirements and integrations.

    customer star
  • customer

    Allison Graham

    Chief Business Consultant Executive Officer - Elevate Biz Inc

    Excellent Service and Customization. Compared to other CRM's I find the customization unparalleled and the automation of ...Read More

    customer star
  • customer

    Don Lin 

    Chief Revenue Officer - Precision Machine & Manufacturing

    Apptivo is the best CRM software system available!! Outstanding!!

    This is the fourth implementation that i have administered in my career and it was by...Read More

    customer
  • customer

    David Malton

    Founder - County Chambers of Arizona, llc

    One of the Best CRMs I have ever used. Apptivo is easy to navigate and use. The cost is fantastic and customers find it easy to use when sending invoices.Read More

    customer star
  • customer

    Mallard Owen

    Chief Operating Officer - 123JUNK

    Apptivo’s onboarding team has been outstanding and continues to be a great partner as we tweak the implementation. Apptivo and the team were patient and supportive.Read More

    customer
  • customer

    Owen Stibbard

    Director - NaturalSci Regulatory Consulting Corp.

    Great Functionality and customization. I like that I can choose how to implement the software. With a little up-front customization...Read More

    customer star
  • customer

    Jordan McCormick

    Director of Sales and Marketing - The Wake Park Project

    I have been using Apptivo for a few years now. I research frequently to see if there are better platforms. Apptivo has a suite of apps that best meet...Read More

    customer star
  • customer

    Cheryl Babashoff 

    Consultant - Yellowscope

    Apptivo Onboarding team has been Outstanding

    Apptivo’s Onboarding team has been outstanding and continues to be great partners as we tweak the implementation... Read More

    customer
  • customer

    Marcel Ottiger

    CEO - Chief Executive Officer - Amphasys

    You can start small, e.g. with the CRM apps, and then add more apps while your business is growing. The tool offers many apps that cover almost all...Read More

    customer star
  • customer

    Colin Degan

    Owner - Project Productions

    Easily adopt as few or as many plug-ins/apps as you see fit. I would easily describe Apptivo more as an 'ERP' rather than a 'CRM' as so many features are...Read More

    customer star
  • customer

    Radu Tyrsina

    CEO & Founder at Windows Report

    As a mid-sized international business, it allows us to customize our existing software by utilizing the tools in their online store to simplify...Read More

    customer
  • customer

    Bob Noble

    Founder - Noble Environmental Technologies

    It's a great and efficient CRM tool that requires very little effort to pick up and learn and is easy to integrate amongst the staff.Read More

    customer star
  • customer

    Bryan Meehan

    President - HI-TECH Business Systems

    "Very powerful but easy to use CRM plus much more. Like most other systems, Apptivo uses "Chat" as their primary support but for complex set-up...Read More

    customer star

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