Apptivo is a cloud CRM solution that serves the growing sales and marketing needs of a small business or a freelancer. Beyond CRM, the solution can integrate your sales, project and financial data in a single platform to help you grow the business with better insights and customer engagements. The software was developed by a group of industry leaders and software pioneers (with extensive Oracle experience), who envisioned a cheap but robust cloud system for small business owners.
The software’s Contacts and Opportunities tools allow you to build and manage client accounts with important and relevant data attached to each item. You can sort or categorize the contacts and data in different ways to unearth an opportunity. Enter and store information, such as, contact details, annual revenue, website address, and market shares and search for gaps or trends that can bring in more revenue streams. You can also communicate directly with clients inside the software for more convenience and easier access to their data.
Other notable features and benefits include: define country, regional, or global territories; categorize your market into segments; identify and monitor customer buying histories and unlock patterns including the top industries that tap your business.
Want to know more about this software? Our Apptivo reviews discuss the software’s pricing, benefits and technical specifications in detail below.
Product Quality Score
Ease of use
Value for money
Main features of Apptivo are:
Multiple contacts for your customer account
Each account is assigned to specific employee
Manage current and new customers
Increase customer satisfaction
Capture as well as Target winning Leads
Manage your Business Contacts
Complete and unified record of your customers
Manage customer communications all from within the app
Record customer agreements in one single location
Nurture existing relationship
Improve sales effectiveness
Track your Service Work
Generate more repeat sales by unearthing opportunities from processed sales, marketing, and financial data.
Add on more features to match your increasingly more complex processes as the business grows.
Among the many advantages we cite in our Apptivo reviews is that it can nurture long-term customer relationships and sales with responsive and engaging customer communications.
Distribute your sales resources where they are needed most; the software can process your disparate market data to generate the analytics.
Highlight and manage your most important clients, ensuring all their data are in place to help you create a streamlined process: from faster response time to more engaging discussions and to better deals that address their interest or issues.
Access and manage account on the go via the web-based tool.
Customer Support Types
The following Apptivo integrations are currently offered by the vendor:
Apptivo pricing is available in the following plans: