Apptivo product overview

Apptivo’s cloud-based CRM software enables companies to attract, engage, and retain customers. It delivers a series of apps that allow businesses to thrive through an intuitive interface and scalable functionality.

Apptivo provides advanced features to appeal to businesses of all sizes. It offers tools such as lead management, opportunity pipeline with intuitive dashboards, campaign management, and flexible workflow tools, including marketing automation. Additionally, the solution has a complete set of sales tools for activity tracking and integrated quoting to generate estimates from the pipeline and email professionally branded PDFs to customers.

The software is customizable and lets businesses select necessary applications and omit the ones they do not need.

Pros of Apptivo

Apptivo has high-security control features. It allows organizations to modify what actions different users can perform in each app within the CRM. Aside from controlling data, reports, and access to fields, the software extends controls over searching capability and all individual actions inside the app.
The solution delivers a wide range of functionality that makes it a do-it-all CRM tool. SMBs can tweak the Apptivo tools as their business grows.

Cons of Apptivo

The software can be difficult to navigate and customize if unfamiliar with CRM systems.

Breakdown of core features

Leads

The Lead Management feature lets companies stay on top of their leads, ensuring none falls through the cracks. It empowers businesses to track and manage all their potential customers in one central place. Users can gather and create leads in the Apptivo Leads App through various sources, such as manually creating and collecting from web forms, emails, or API.

Contacts

With Apptivo Contact Management, users can collaborate with others on the go and have all contacts in one place, eliminating time consuming manual processes. This feature also enables teams to perform their daily follow-up activities uninterrupted.

Opportunities

Apptivo evaluates sales and forecasts and organizes opportunities, creating multiple potential sales. Through the Apptivo Opportunity Management feature, users can review the sales team’s performance to know the win/loss rates. The software shows the percentage of the conversion process involved with every app in a month and year format.

Contracts

Users can oversee key insights about each drafted agreement with Apptivo Contracts. This feature allows users to customize contracts. Teams can also store contracts and account information during sales. Apptivo provides a summary of contracts list created within a period so users can generate contract reports for future reference.

(Last updated on 10/18/2021 by Liz Laurente-Ticong)