Powerful and easy to use sales CRM A unified CRM Platform built with dedication to grow your business 30 Days Free Trial Get Started Schedule Demo Trusted by 200,000+ Businesses Worldwide. All in One Comprehensive CRM Suite Experience Streamlined Processes ,Faster Outcomes and Increased Revenue. Leads Management Contact Management Opportunities Quotes Invoices Qualify and Nurture your leads through a tailored journey Round Robin Assignment G-Suite and O-365 Plugins Lead Qualification Cycle API Integration with webform Native Google form Integration Lead score monitoring Explore Lead management Know your customers better Gsuite and O365 Integration IMAP Integration Task Management Email sequencing Events and follow up management 360 degree view Google Map Integration Duplication Sorting Schedule Reporting Email and SMS automation Explore contact management Track, Nurture and Manage your sales cycle Workflow Automation Multiple sales cycle Multiple sales cycle Intelligent sales dashboard Schedule Reports Custom Reports and Views User level data security API integration with webforms Explore Opportunity Management Quotes - Create winning Quotes in no time Custom Quote templates Items Catalogue E- Signature Single and Multi-rate tax Approval workflow Reminder Automation Data Set Security Explore CRM with Quote Invoice directly from your CRM. Personalized Templates Integrated Payment Gateways Integrated with Xero & Quickbooks Recurring Invoices Payment Schedule Subscription Billing E-invoicing Dashboard & Reporting Approval Work Flow Explore CRM with Invoice Leads Management Qualify and Nurture your leads through a tailored journey Round Robin Assignment G-Suite and O-365 Plugins Lead Qualification Cycle API Integration with webform Native Google form Integration Lead score monitoring Explore Lead management Contact Management Know your customers better Gsuite and O365 Integration IMAP Integration Task Management Email sequencing Events and follow up management 360 degree view Google Map Integration Duplication Sorting Schedule Reporting Email and SMS automation Explore contact management Opportunities Track, Nurture and Manage your sales cycle Workflow Automation Multiple sales cycle Multiple sales cycle Intelligent sales dashboard Schedule Reports Custom Reports and Views User level data security API integration with webforms Explore Opportunity Management Quotes Quotes - Create winning Quotes in no time Custom Quote templates Items Catalogue E- Signature Single and Multi-rate tax Approval workflow Reminder Automation Data Set Security Explore CRM with Quote Invoices Invoice directly from your CRM. Personalized Templates Integrated Payment Gateways Integrated with Xero & Quickbooks Recurring Invoices Payment Schedule Subscription Billing E-invoicing Dashboard & Reporting Approval Work Flow Explore CRM with Invoice Award Winning CRM Platform Raw data to Actionable Insights Crystal-clear data perspective that boost your sales, productivity, efficiency and revenue. Get Started Everything You Need From A CRM Software Simple CRM A user-friendly solution for a complete customer overview using 360-degree view and collaboration tools with just a few clicks away. Custom CRM Customize your CRM effortlessly through Codeless Solution, utilizing Intuitive Drag and Drop functionality to easily design Fields, Reports, Dashboards, Custom Views, and Layouts. Mobile CRM Having a field service team? No Problem. Manage customer and make data driven decisions with no limits. - Anywhere, Anytime Integrated CRM Build customer trust and loyalty with responsive service through App Integrations. Foster seamless communication, streamlined processes, agent productivity and efficient data sharing across omnichannel and cross functional tools. Schedule demo Simple CRM + A user-friendly solution for a complete customer overview using 360-degree view and collaboration tools with just a few clicks away. Custom CRM + Customize your CRM effortlessly through Codeless Solution, utilizing Intuitive Drag and Drop functionality to easily design Fields, Reports, Dashboards, Custom Views, and Layouts. Mobile CRM + Having a field service team? No Problem. Manage customer and make data driven decisions with no limits. - Anywhere, Anytime Integrated CRM + Build customer trust and loyalty with responsive service through App Integrations. Foster seamless communication, streamlined processes, agent productivity and efficient data sharing across omnichannel and cross functional tools. Maximize your ROI with Powerful Ticketing system 0% Revenue Leakage % Lead Engagement % Customer Retention % Deals Follow-up Get Started Integrations Connect your daily use tools with Apptivo More Integrations More Integrations Smart Solution for Enterprises Apptivo provides comprehensive support to fulfill enterprise needs, maximize customer value, enhance operational efficiency, and achieve sustained success. Descon Descon is a multinational conglomerate started in 1977 that bids and delivers projects on multiple sectors such as engineering, chemical and power. Descon employed Apptivo CRM Software which enabled them to realize a greater improvement in user experience. HS Brands International HS Brands is the leading mystery shopping, loss prevention & Compliance measurement solution operating worldwide. HS Brands invested in Apptivo CRM Solution that helped manage their diverse processes and built a customer centric approach. Descon Descon is a multinational conglomerate started in 1977 that bids and delivers projects on multiple sectors such as engineering, chemical and power. Descon employed Apptivo CRM Software which enabled them to realize a greater improvement in user experience. HS Brands International HS Brands is the leading mystery shopping, loss prevention & Compliance measurement solution operating worldwide. HS Brands invested in Apptivo CRM Solution that helped manage their diverse processes and built a customer centric approach. More Case Studies Trusted for a Reason 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 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 a great partner as we tweak the implementation. Apptivo and the team were patient and supportive. 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 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 News That Matters Maximize your business performance with seamless CRM IntegrationRead More Best ways the CRM Support benefits in Resolving Customer Issues EffectivelyRead More Strеamlining your profеssional lifе with pеrsonal CRM AutomationRead More News That Matters Maximize your business performance with seamless CRM IntegrationRead More Best ways the CRM Support benefits in Resolving Customer Issues EffectivelyRead More Strеamlining your profеssional lifе with pеrsonal CRM AutomationRead More Supercharge Your Team With Apptivo CRM 30 Days Free Trial Get Started Schedule Demo