Know your customers with contact management software. Seamlessly manage interactions, deliver tailored experiences and nurture growth effortlessly. 30 Days Free Trial Get Started Schedule Demo Trusted by 200,000+ Businesses Worldwide. What are the key features of contact management? 360 degree View Embrace a panoramic understanding of your clients contacts, leads, opportunities, quotes, invoices. Know More Gsuite and Microsoft365 Integration Enjoy a unified view of your contacts, ensuring your communication remains cohesive and up-to-date across platforms. Get your contacts, emails, calendar and drive integrated with the CRM system Know More Scan business cards on the go You can’t improve what you don't know. With periodic scheduled reports keep track of your important data based on status, priority and customer request. Know More Duplication Sorting Say goodbye to redundant data. Our contact management features automatically identify and merge duplicate entries, ensuring data accuracy and saving your valuable time. Know More Google Maps Integration Integrated maps offer a geographic dimension to your contacts, enabling efficient route planning, meeting optimization, and knowing your clientele's geographic spread. Know More End to End Sales tracking Track sales every step of the way. Our tools help you see how contacts turn into closed deals, making sure you seize every chance and seal deals successfully. Know More Custom Mapping Custom mapping capability empowers you to define fields specific to your industry, ensuring your contact management system aligns with your goals. Know More Email and SMS Automation Send timely, personalized emails and SMS messages based on triggers, enhancing engagement and nurturing leads efficiently. Know More Smart Search Ability to narrow down your search using the Advance search feature. Let it be custom fields or standard fields, you can create a multi-conditional search with ease. Know More 360 degree View + Embrace a panoramic understanding of your clients contacts, leads, opportunities, quotes, invoices. Know More Gsuite and Microsoft365 Integration + Enjoy a unified view of your contacts, ensuring your communication remains cohesive and up-to-date across platforms. Get your contacts, emails, calendar and drive integrated with the CRM system Know More Scan business cards on the go + You can’t improve what you don't know. With periodic scheduled reports keep track of your important data based on status, priority and customer request. Know More Duplication Sorting + Say goodbye to redundant data. Our contact management features automatically identify and merge duplicate entries, ensuring data accuracy and saving your valuable time. Know More Google Maps Integration + Integrated maps offer a geographic dimension to your contacts, enabling efficient route planning, meeting optimization, and knowing your clientele's geographic spread. Know More End to End Sales tracking + Track sales every step of the way. Our tools help you see how contacts turn into closed deals, making sure you seize every chance and seal deals successfully. Know More Custom Mapping + Custom mapping capability empowers you to define fields specific to your industry, ensuring your contact management system aligns with your goals. Know More Email and SMS Automation + Send timely, personalized emails and SMS messages based on triggers, enhancing engagement and nurturing leads efficiently. Know More Smart Search + Ability to narrow down your search using the Advance search feature. Let it be custom fields or standard fields, you can create a multi-conditional search with ease. Know More Schedule Demo Maximize your ROI with Powerful Ticketing system % Faster Response % Reduce in churn rate % Avg First contact resolution rate % Increase in productivity Get Started Award Winning CRM Platform Raw data to Actionable Insights Crystal-clear data perspective that boost your sales, productivity, efficiency and revenue. Integrations Connect your daily use tools with Apptivo More Integrations More Integrations Customer Voices 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. 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. 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 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. 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. 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. 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. 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. 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. 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. 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. 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. 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 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 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 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 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 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 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 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 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 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 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 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 What’s New? Best ways the CRM Support benefits in Resolving Customer Issues EffectivelyRead More Strеamlining your profеssional lifе with pеrsonal CRM AutomationRead More Customer Journey Map with CRM: How to Use it to Optimize Customer JourneysRead More What’s New? Best ways the CRM Support benefits in Resolving Customer Issues EffectivelyRead More Strеamlining your profеssional lifе with pеrsonal CRM AutomationRead More Customer Journey Map with CRM: How to Use it to Optimize Customer JourneysRead More Un-organized contacts? We’ve got you covered. 30 Days Free Trial Get Started Schedule Demo