CRM with Quote Management

 Estimates, proposals or quotes. Whatever you call it, Apptivo can customize it and get your customer paid faster.

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Trusted by 200,000+ Businesses Worldwide.

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Why Apptivo is the best quotation software for your business?

Apptivo empowers your business with a robust estimates software that optimizes your workflow. Easily create professional quotes, convert them into invoices seamlessly, and accelerate the approval process with customer-friendly e-signatures

Collaborate in real-time, customize templates to reflect your brand, and benefit from integrated CRM for a 360-degree view of customer relationships. Experience cost savings, work efficiently on-the-go with mobile accessibility, and witness how Apptivo enhances your business's accuracy, professionalism, and bottom line.

Create winning Quotes in no time

Custom Quote Templates

Create professional and tailored quotes that reflect your brand and style. Apptivo offers customizable templates to make your quotes stand out and leave a lasting impression on your clients.

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Items Catalogue

Easily manage and organize your products or services with built-in Items Catalogue. Simplify the process of adding and selecting items for your estimates, ensuring accuracy and efficiency.

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E-Signature

Streamline the approval process by allowing your clients to electronically sign quotes. Ensure quick and secure approvals, saving time and reducing paperwork.

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Approval Workflow

Managers in your team can monitor estimate progress based on triggers that send automated emails, ensuring each estimate advances to the next stage only upon receiving the necessary approval.

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Reminder Automation

Send automated reminders that notifies the clients about the sent estimates, helping you stay on top of follow-ups and ensuring that estimates are signed faster.

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In-Person Signature

Empower Your Team with the Ability to Personally Review and Approve Estimates with In-Person Signatures, Ensuring Accuracy and Confidence in Every Quote.

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Quick Quoting

Create a predefined quote templates with standard customer and line items details and raise a quote in just one click.

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Single and Multi rate tax

Tailor your tax approach that fit your needs. Choose between 'Single Rate Taxes' for one tax type or 'Multi-Rate Taxes' for multiple rates. Customize tax details effortlessly, including Tax Code, Rate Type (Percentage/Fixed), Tax Authority, and Rate.

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Rules based calculation

Our sales quotation solution lets you set rules to automatically calculate price, tax, discounts, etc.

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Custom Quote Templates

+

Create professional and tailored quotes that reflect your brand and style. Apptivo offers customizable templates to make your quotes stand out and leave a lasting impression on your clients.

Know More featureimg

Items Catalogue

+

Easily manage and organize your products or services with built-in Items Catalogue. Simplify the process of adding and selecting items for your estimates, ensuring accuracy and efficiency.

Know More featureimg

E-Signature

+

Streamline the approval process by allowing your clients to electronically sign quotes. Ensure quick and secure approvals, saving time and reducing paperwork.

Know More featureimg

Approval Workflow

+

Managers in your team can monitor estimate progress based on triggers that send automated emails, ensuring each estimate advances to the next stage only upon receiving the necessary approval.

Know More featureimg

Reminder Automation

+

Send automated reminders that notifies the clients about the sent estimates, helping you stay on top of follow-ups and ensuring that estimates are signed faster.

Know More featureimg

In-Person Signature

+

Empower Your Team with the Ability to Personally Review and Approve Estimates with In-Person Signatures, Ensuring Accuracy and Confidence in Every Quote.

Know More featureimg

Quick Quoting

+

Create a predefined quote templates with standard customer and line items details and raise a quote in just one click.

Know More featureimg

Single and Multi rate tax

+

Tailor your tax approach that fit your needs. Choose between 'Single Rate Taxes' for one tax type or 'Multi-Rate Taxes' for multiple rates. Customize tax details effortlessly, including Tax Code, Rate Type (Percentage/Fixed), Tax Authority, and Rate.

Know More featureimg

Rules based calculation

+

Our sales quotation solution lets you set rules to automatically calculate price, tax, discounts, etc.

Know More featureimg

Award Winning CRM Platform

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Out of the box Integrations

  A better way of managing your quotations in one place.

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award winning
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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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What’s New?

  • new image

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  • new image

    DECODING THE SALES QUALIFIED LEAD : WHAT MAKES A LEAD SALES READY

  • new image

    A Stеp-by-Stеp Guidе to Pеrforming Salеs Analysis: Key methods and Metrics

Seal the deal, Quicker and Better!

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