About Apptivo CRM Software


Apptivo is an Integrated Suite of 65+ business applications in one interface. It collects, organizes, and manages your data in a state of the art design for zero friction operation.

65+

Applications

13+

Solutions

600,000+

Users

194

Countries




Connect the Right Way

Engage with your customers and expand your network round the clock across the globe and provide tailor-made customer service. Be it text messaging, emails, or telephony - Apptivo CRM Software reaches out to your customers through all channels with zero friction.




Collaborative Sales Workflow

Leverage Apptivo CRM Solution and Empower your sales team with built-in workflow automation to maximize productivity. Make use of the collaboration tools to receive timely notifications, perform activities, take prompt actions, meet deadlines with no trouble, and close more deals.




Lead Qualification Cycle

Attract, capture, and retain leads through websites, social media, emails, telephony, and mobile applications. Effortlessly implement omnichannel marketing solutions. Maintain a dedicated database for effective CRM marketing strategy and implement an organized sales cycle until the lead converts into an opportunity and becomes a customer.

Sales Automation

Webform to Leads

Capture all your website visitors information from the webforms directly into your online CRM System.

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Auto-Assignment

Automatically assign the Leads to Sales Executives based on the territory or any specific criteria.

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Triggers

Smartly build rules and conditions to take automated actions and improve customer experience.

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Sales Stage Activities

Apptivo CRM system encompasses and automates sales activities of your sales funnel and converts potential deals successfully.

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Email Sequencing

Automate the entire leads/deals qualification process by leveraging email sequencing.

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Custom Notification

Build conditions to trigger automatic email notifications and never miss any critical events.

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To experience the user interface,
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Easy Customization

Create a customized database that mirrors your workflow by including the relevant fields while removing the unnecessary fields. Make the fields dynamic by configuring the accessibility of individual fields. Track and reset the changes made to your layout at any point in time.

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Real-Time Reports

Retain full control over the different sales stages, gather insights on the developments in your business with the sales funnel, and monitor the performance of your employees and teams in real-time for quality assurance. Generate reports on desired KPIs with customized dashboards.

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Duplicates Control and Easy Import

Extract records from your legacy Software or Platform and import them effortlessly into Apptivo CRM Software. Take the assistance of the duplication filter feature to set the criteria to prevent duplicates from getting added to your CRM System.

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Simplified Communication

Integrate your business emails using IMAP, OAuth, G Suite, or Office 365 with Apptivo CRM Software. Import all your emails from service providers like Google, Yahoo, or any email and never miss the history of communication.

What makes Apptivo better?

Responsive CRM System

Simple CRM with drag-and-drop editor settings to modify nearly any aspect of the Software with no coding expertise required.

Exceptional Customer Service

Personalized customer support through all channels 24x7 helps end-users get the best out of our Customer Management Software.

Supreme Value

Ranked #1 Most affordable Customer Relationship Management Software by Capterra with 100% unlimited server storage.

Fast and Agile

In-house services team and network of partners available to deliver any size and scope of implementation required.

Catch sight of what else Apptivo offers to promote your business

Project Management

Construct an engaging work culture and collaborate on projects right from where you are.

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Help Desk System

Deliver the best customer service with an automated online ticketing system.

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Email Marketing

Streamline your interaction with your customers and communicate effectively through personalized email templates.

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Contracts Management

Streamlined Contract Management Software to prepare, approve and eSign contracts.

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Easy Invoicing

Effective online billing system to send estimates, create invoices and collect payments.

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Field Services

Schedule services and dispatch resources at the right time with no delay via Google Maps.

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E-Commerce

Boost your business with a dedicated online store empowering your customers to shop online.

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Contact Center

Create an online call center solution and deliver exemplary customer service 24X7.

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eSignature

Shorten the documentation period and complete your online signing process from anywhere, anytime.

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Expense Reports

Keep track of the expenses of your business and take timely decisions to overcome hurdles.

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Procurement

Track your inventory real-time and stay in the loop on any updates in your supply chain.

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Retail and Distribution Management

An interactive order management system to place orders and track shipments.

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Superior support

Our mission is to reserve no effort to help our clients and their businesses
to thrive and be successful.


Help Central

Starter Guide

User manual

Answers

Developer API

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All-In-One Mobile App

Manage your business even when you are away from your desk with the Apptivo All-In-One Mobile application. Offer instant support, streamline your customer relation, improve the conversion rate, and boost your business right from your mobile devices. Bring your complete business workflow to your mobile phones with Apptivo mobile application.

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Connect to your favorite applications

Apptivo integrates with GSuite, Office365, Slack, Quickbooks, PayPal, Xero, and many more. You can establish a connection with Apptivo CRM Software and integrate emails, maintain a single database, and stay in sync across all platforms.

Let's get you on the right plan!

Simple Plans . No Contract . No Credit Card

We are delighted to offer an additional 15% discount on all of our implementation services.

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Choose Your Price Plan

Monthly

Annual

Lite
$ 8 /MO

Per user/Billed annually

Dedicated for small sales teams to manage deals & send quotes

  • 18 Apps
  • 100 Custom Fields Per App
  • 25 Workflows
  • 8 Custom Dashboards
  • Party Service

    Integration
  • 24x7 Support
  • FREE TRIAL
    SCHEDULE A DEMO
Featured Plan
Premium
$ 12 /MO

Per user/billed annually

Suitable for fast-growing teams that need an all-in-one CRM

  • 46 Apps
  • 250 Custom Fields Per App
  • 75 Workflows
  • 25 Custom Dashboards
  • 3rd Party Service Integration
  • 24x7 Support
  • FREE TRIAL
    SCHEDULE A DEMO
Ultimate
$ 20 /MO

Per user/billed annually

For large teams that need automation and integrations

  • 57 Apps
  • 350 Custom Fields Per App
  • 150 Workflows
  • 50 Custom Dashboards
  • 3rd Party Service Integration
  • 24x7 Support
  • FREE TRIAL
    SCHEDULE A DEMO
Enterprise
Contact Us

 

For large teams that need automation and integrations

  • 65 Apps
  • 500 Custom Fields Per App
  • 300 Workflows
  • 100 Custom Dashboards
  • 3rd Party Service Integration
  • 24x7 Support
  • CONTACT US
    SCHEDULE A DEMO
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Why People Love Apptivo

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