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Apptivo

Apptivo CRM

Compare between Apptivo CRM and other vendors

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Pros
  • A+ BBB rating
  • Comprehensive feature set with various customization options
  • Affordable plans
  • Mobile app
Cons
  • Steep learning curve
  • May require the use of a developer
  • Limited free trial
Summary

Founded in 2009 and headquartered in Fremont, California, Apptivo is a leading provider of cloud-based CRM and marketing management solutions tailored to businesses of all sizes, with a particular focus on small and mid-sized enterprises. They offer an integrated suite of tools that includes CRM, project management, invoicing, field service, and marketing automation, all designed to work seamlessly together. One of their standout features is the high level of customization, allowing businesses to tailor the platform to their specific needs and workflows. The software supports robust compliance with industry standards such as GDPR, ensuring data security and regulatory adherence. They also provide a versatile project management module that includes task tracking, time management, and collaboration tools, making it a comprehensive solution for managing various business functions. Explore more about how Apptivo might the solution for your business operational needs in this review.

Quick Stats
  • Cloud-Based Software : True
  • Cost : Starting at $15 per user
  • Free Trial : 30 days
  • Mobile App : True
  • Business Size Supported : Small and medium businesses (SMBs)
Selling Points
  • High level of customization
  • Integrated invoicing features
  • Extensive marketing tools
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Features & Services
  • Activity Logging
  • AI-Powered Tools
  • API & Developer Tools
  • Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Security Features
  • Compliance Certifications
  • Data Encryption
  • Undisclosed
    Role-Based Permissions
  • Undisclosed
    Single Sign-On (SSO)
  • Undisclosed
    Two-Factor Authentication (2FA)
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone
FAQs
Does Apptivo offer a free trial or free plan?
Does Apptivo offer onboarding training sessions?
Is data safe with Apptivo?
What are the compliance standards of Apptivo?