Boost your revenue using Apptivo CRM with Invoicing Everything you need for your business’ billing process. 30 Days Free Trial Get Started Schedule Demo Trusted by 200,000+ Businesses Worldwide. Quote and Invoice directly from your CRM. Personalized Templates Generate Quote and Invoice with customizable Drag and Drop Interface. Know More Integrated payment gateways Allow customers to pay directly from your invoice. Apptivo Integrates with Stripe, Paypal, Square, A.net and Zip mark Know More 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 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 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 Intelligent Dashboards Embrace the power of centralized reports to access tailored insights encompassing received payments, outstanding dues, upcoming payments, and team performance. Know More 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 Multi - level Approval Gain additional oversight of Estimates and invoice before raising it. Setup approval flow that fits your company’s structure. Know More 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 Personalized Templates + Generate Quote and Invoice with customizable Drag and Drop Interface. Know More Integrated payment gateways + Allow customers to pay directly from your invoice. Apptivo Integrates with Stripe, Paypal, Square, A.net and Zip mark Know More 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 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 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 Intelligent Dashboards + Embrace the power of centralized reports to access tailored insights encompassing received payments, outstanding dues, upcoming payments, and team performance. Know More 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 Multi - level Approval + Gain additional oversight of Estimates and invoice before raising it. Setup approval flow that fits your company’s structure. Know More 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 Schedule Demo Award Winning CRM Platform 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 Ability to track the most preferred product or services Receive Payments from customers faster. Manage recurring transactions by storing customer payment information. Support Manage your IT support and Consulting Support using a comprehensive invoicing solutions Convert each ticket to a billable invoice Monitor the support efforts and solutions offered Bill your clients for on-site visits. Efficiently track hours spent on each support request. Enable accurate and fair task based billing Services Keep track of time spent on service and effortlessly invoice your customers for your work. Create Invoice directly from the field Track billable hours and the materials used during installation Get Invoice paid by the customer digitally Track unbilled hours and expenses Sales Track your sales revenue and the payments directly from your CRM system Ability to track the most preferred product or services Receive Payments from customers faster. Manage recurring transactions by storing customer payment information. Support Manage your IT support and Consulting Support using a comprehensive invoicing solutions Convert each ticket to a billable invoice Monitor the support efforts and solutions offered Bill your clients for on-site visits. Efficiently track hours spent on each support request. Enable accurate and fair task based billing Services Keep track of time spent on service and effortlessly invoice your customers for your work. Create Invoice directly from the field Track billable hours and the materials used during installation Get Invoice paid by the customer digitally Track unbilled hours and expenses Maximize your ROI with Powerful Ticketing system % Faster Response % Reduce in churn rate % Avg First contact resolution rate % Increase in productivity Get Started Out of the box Integrations Sync Invoices, Accept Payments and view customer data with zero manual work. 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 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 Hot Off The Press: Latest Blogs and Social Buzz 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 Hot Off The Press: Latest Blogs and Social Buzz 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 Send your First Invoice today! 30 Days Free Trial Get Started Schedule Demo