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Apptivo CRM vs LeadPerfection
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- A+ BBB rating
- Comprehensive feature set with various customization options
- Affordable plans
- Mobile app
- Free demo
- Mobile application
- Online video tutorials
- 150+ reports
- Steep learning curve
- May require the use of a developer
- Limited free trial
- Lack of price transparency
- Limited CRM features
- Outdated website
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.
LeadPerfection, founded in 2004 and headquartered in Sea Cliff, NY, offers a CRM solution designed specifically for the home remodeling and home improvement sectors. Their platform, accessible through major web browsers, provides essential tools for managing leads, optimizing call center operations, and tracking sales performance. Unique features include advanced scheduling that minimizes sales reps' travel time, production management tools to track project milestones, and comprehensive prospect tracking to ensure effective lead follow-up. LeadPerfection’s system supports mobile access through apps available on iOS and Android, allowing users to manage operations on the go. While the company provides a free demo to help potential customers explore the platform, detailed pricing information requires direct contact. Despite a long-standing presence in the industry, LeadPerfection lacks extensive customer reviews on major platforms like BBB and Trustpilot, with limited feedback on sites like Capterra. With specialized solutions tailored to their niche, LeadPerfection aims to deliver a streamlined approach to CRM for remodeling businesses. Their focus on industry-specific features and compliance tools offers a compelling proposition for companies looking to enhance operational efficiency. For more details, explore the full review and discover how LeadPerfection could fit your business needs.
- 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)
- Cloud-Based Software : False
- Cost : Undisclosed
- Free Trial : Undisclosed
- Mobile App : True
- Business Size Supported : Any
- High level of customization
- Integrated invoicing features
- Extensive marketing tools
- Data migration assistance
- Built-in do not call component
- Advanced scheduling tools
- Annual Subscription
- Free Trial
- Freemium
- Monthly Subscription
- Annual Subscription—Undisclosed
- Free Trial—Undisclosed
- Freemium—Undisclosed
- Monthly Subscription—Undisclosed
- 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
- Activity Logging
- AI-Powered Tools
- API & Developer Tools
- Automated Workflow Builder
- Contact Management
- Deal Tracking
- Email Campaigns
- Email Syncing & Templates
- Field Customization—Undisclosed
- Lead Management
- Performance Reports
- Pipeline Management
- Reporting & Insights—Undisclosed
- Workflows
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools
- Project Management
- Accounting Software
- Lead Generation—Undisclosed
- Marketing Automation
- Productivity Tools—Undisclosed
- Project Management—Undisclosed
- Compliance Certifications
- Data Encryption
- Role-Based Permissions—Undisclosed
- Single Sign-On (SSO)—Undisclosed
- Two-Factor Authentication (2FA)—Undisclosed
- Compliance Certifications—Undisclosed
- Data Encryption—Undisclosed
- Role-Based Permissions
- Single Sign-On (SSO)—Undisclosed
- Two-Factor Authentication (2FA)—Undisclosed
- FAQs
- Help Guides
- Live Chat
- Mobile Application
- Phone
- FAQs
- Help Guides
- Live Chat
- Mobile Application
- Phone
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