Apptivo CRM

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What’s Apptivo CRM?

The Apptivo CRM system is likely one of the most strong instruments that assist you to handle your advertising, gross sales, and different processes in between with excessive effectivity. Apptivo’s CRM is a cloud-based platform of a number of built-in enterprise apps an excellent for companies of all sizes. Apptivo is extensively utilized by 1000’s of companies from greater than 190 international locations. One of many key elements that make Apptivo stand out from the remainder of the competitors is its best-in-class configuration capabilities which makes it an ideal alternative for any kind of enterprise. 

The varied built-in purposes maintain a monitor of the whole buyer life cycle and enable you to achieve a 360-degree view of your prospects. If you’re on the lookout for CRM software program that may interact, entice, and retain your prospects, Apptivo CRM is the reply. 


Vendor Particulars


Apptivo Key Options

  • Lead seize

Internet-to-Lead Kind: The online-to-lead type permits customers to embed types into their web site and automate the lead technology course of when prospects give their contact info. 

E mail to guide: Creates a lead routinely when folks ship an electronic mail to a selected object. 

CSV import: Customers can import leads in bulk with CSV import and save precious time.

Manually: Customers can create leads manually by merely coming into essentially the most related information whereas on a name or amidst a advertising marketing campaign.

  • Customise apps

Create or take away fields: Prospects can personalize the complete Grasp structure of Apptivo’s CRM by eradicating or including fields at their comfort

Shield customized fields: Customers can safe alternatives of fields by offering viewing entry to solely these staff members which are required. 

Superior searches: Prospects can conduct tailor-made searches by means of their CRM information

Customized views: Create your personal customized view and churn out an important info from the info. 

  • G-suite Integration

Contact sharing: Customers can sync enterprise contact info which incorporates cellphone, electronic mail, and extra between a Google account and Apptivo. 

Sync calendar and duties: Permits customers to sync their appointments and duties between their Google and Apptivo accounts. 

Google Drive integration: This permits customers so as to add Google Docs to any venture, contact, and extra to Apptivo. 

  • Gross sales monitoring

Win/loss evaluation: Customers can seamlessly monitor their gross sales exercise through the use of the Win/Loss evaluation report. This report permits customers to pinpoint their high staff, loss inflicting elements, and extra. 

Dashboard: The dashboard gives a complete view of a person government in addition to the staff’s efficiency.

Gross sales planning: Customers can make the most of the gross sales planning app to formulate a plan to extend gross sales by configuring Particular person Workers Quota, Organisation Quota, and Groups Quota. 

Territory administration: The territory administration app allows customers to outline group leads and territories on the idea of parameters corresponding to dimension, geography, zip codes, and many others. 


Apptivo CRM Apps

  • Apptivo Contacts app

Apptivo’s CRM gives an easy-to-use and versatile contract administration software. Customers can customise the appear and feel of their contracts and in addition retailer the contract info on the time of gross sales. 

  • Apptivo Opponents app

Allows customers to handle their rivals with ease at a single location and eliminating the necessity for spreadsheets. 

  • Apptivo Prospects app

The Prospects app simplifies buyer administration by storing and managing prospects at a central location. Buyer information can be utilized to ship gross sales emails, make gross sales calls, and in addition present direct advertising materials. 

  • Apptivo Contacts app

The contact administration app helps customers collaborate with anybody on the go. It additionally permits customers to add contacts in bulk through CSV recordsdata. Because the app is built-in with Yahoo and Google, customers can instantly import contacts from these accounts with ease. 

  • Apptivo Work Orders app

Buyer expertise is a key ingredient of working a profitable enterprise and Apptivo’s Work Order app streamlines the method of managing and dispatching assets to cater to a buyer’s queries. 


Apptivo CRM Pricing

Apptivo’s pricing fashions are well-suited for companies of all sizes. Other than the three customary plans, Apptivo additionally provides tailor-made costs primarily based on the person’s necessities.

Starter

Worth: Free

What does it embody?

  • 8 apps

Lite

Primarily designed for small gross sales groups to effectively handle and ship quotes.

Worth: $8/month per person

What does it embody?

  • 18 apps
  • 100 customized fields per app
  • 25 workflows
  • 8 customized dashboards
  • third occasion service integration
  • 24×7 help

Premium

The plan is an ideal match for quickly rising groups that require an all-in-one CRM.

Worth: $12/month per person

What does it embody?

  • 46 apps
  • 250 customized fields per app
  • 75 workflows
  • 25 customized dashboards
  • third occasion service integration
  • 24×7 help

Final

  • The Final plan is primarily for giant companies which are on the lookout for automation and integrations

Worth: $20/month per person

What does it embody?

  • 57 apps
  • 350 customized fields per app
  • 150 workflows
  • 50 customized dashboards
  • third occasion service integration
  • 24×7 help

Enterprise

Preferrred for enterprise organizations that want advanced integrations

Worth: Contact the seller for particulars

What does it embody?

  • 65 apps
  • 500 customized fields per app
  • 300 workflows
  • 100 customized dashboards
  • Customized integrations
  • 24×7 + SLA + Account supervisor

Apptivo CRM Professionals and Cons


PROS:
  • Options are straightforward to make use of: Options are comparatively easy to make use of and the training curve for a buyer is relatively shorter than a few of the different CRM platforms. 
  • Personalization: Apptivo leaves no stone unturned in offering essentially the most personalised and tailor-made expertise to its shoppers. 
  • Appropriate for small companies: Apptivo is good for small companies that aren’t data-driven
  • Venture templates: Permits customers to create venture templates that may save precious time sooner or later whereas engaged on related initiatives
  • Worth for cash: Options that include the completely different pricing plans present nice worth for the value

CONS:
  • Time and date format: The time and date format don’t change primarily based on the placement. Establishing autoresponders whereas coping with worldwide shoppers may pose just a few issues
  • Zoom integration: Prospects have recommended that integration with Zoom within the present occasions can be actually useful
  • Gradual response time: At occasions, the platform turns into fairly gradual particularly whereas creating and sending an bill to a buyer
  • E mail features: Some electronic mail features require enchancment
  • Interface: The interface just isn’t as interesting or thrilling as a few of the different CRM platforms out there.


Apptivo CRM Integrations

Apptivo CRM may be simply built-in with over 100 purposes for numerous duties.

Listed here are a few of the hottest integrations of Apptivo CRM.

Billing/Invoicing

  • Quickbooks
  • Xero
  • PayPal
  • Stripe
  • Financial institution Accounts
  • Zipmark
  • Authorize.web

 Calendar/ Contacts

  • Google Calendar
  • Google Duties
  • Google Contact
  • Google Kinds
  • Piesync
  • Workplace 365

Telephony

  • RingCentral
  • Nexmo
  • Fuze
  • Asterisk
  • API Calls

Doc administration

  • OneDrive
  • Dropbox
  • Google Drive
  • Signal.co

Productiveness

  • G Suite
  • Slack

API/ Webhook

  • Enterprise Web site CRM Plugin
  • eCommerce Plugin
  • WordPress

Specs

Free Trial – Sure

Deployment

  • Cloud, SaaS, Internet
  • Cellular – Android Native
  • Cellular – iOS Native
  • Put in – Home windows
  • Put in – Mac

Gadgets supported

  • Android
  • iOS
  • Internet

Coaching

  • Dwell on-line
  • Webinars
  • Documentation
  • In-person

Typical prospects

  • Small-sized companies
  • Medium-sized companies
  • Massive-sized companies

Apptivo CRM Pricing

  • Apptivo Starter – Free
  • Apptivo Lite – begins at $8/month
  • Apptivo Premium – begins at $12/month
  • Apptivo Final – begins at $20/month

Languages Supported

  • English

Apptivo CRM Assist

A spread of precious assets and coaching options can be found for customers that assist in understanding the completely different options of the software program.

A few of them embody:

  • Webinars
  • Developer Central
  • Information base
  • Case Research
  • Small Enterprise College
  • Product Demo
  • 24×7 Buyer Assist

Apptivo Options

We hope that the detailed Apptivo CRM evaluate addresses most of your questions associated to it. If you’re on the lookout for another CRM options, try the listing under.


Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Large Corporations
Freelancers
Medium Business
Support
24/7 (Live Rep)
Email
FAQs
Knowledge Base
Phone support
Chat support
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Automation
Workflow builder
Customizations
Integration
Integration
9.4 Total Score

Design
9
Usability
9.5
Support
9.5
Price
9.5
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Karandeep V

Karandeep V

Karandeep was born in Pune, Maharashtra, an upcoming metropolitan city in the Western region of India. While most members of his family are engineers, he had different ideas. He was more inclined toward exploring the non-technical aspects of a business, which is why he studied Bachelors of Business Administration at Symbiosis International University, Pune.  Having said that, his love for new and upcoming technologies remained intact, which is why he has written extensively about technology throughout his career. After a brief stint with a gaming company at the beginning of his career, he discovered that his love for writing was not temporary.  Being a tech geek, he always liked installing and playing around with new applications on his mobile devices and the home desktop. He was fascinated by how technology can simplify even the most mundane and complex tasks with just a few commands. He keeps a close eye on how businesses use different tools to streamline their operations to boost productivity and efficiency. At ToolsMetric, he writes product reviews that cover the main features and specifications of different enterprise applications. The sheer amount of innovation and hard work that goes into building these tech solutions is one of the reasons why Karandeep loves reviewing these tools. Besides product reviews, he also writes interesting news articles and blogs that track the latest developments in the tech industry.  When he is not writing, you can find him rooted to his seat playing video games, watching movies, or supporting his favorite football team. Since his childhood, he has always loved to travel and explore new places. Traveling is a major part of his life due to a myriad of reasons such as experiencing new cultures, food, and traditions. His other hobbies include playing football, cooking, and running.  You can find him on LinkedIn here.

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