Apptivo

Apptivo is a powerful sales & marketing tool.  Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, campaign management, and flexible workflow tools including marketing automation.  Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.

Our CRM starts with a simple contact management system with slick integrations such as automated email conversation tracking, or automated call logging.  We offer a complete set of sales tools for lead management, activity tracking, pipeline visualization, and automated workflow. We offer integrated quoting, to generate estimates from your pipeline and email professionally branded PDFs to your customer.  

Apptivo’s apps also include integrated email marketing to launch targeted campaigns to your contact lists, and track exactly who is reading & clicking on your messages.  Implement marketing automation to plan out detailed sequences of when your team should be following up with your prospects, and when they should be received personalized automated messages.

Apptivo offers much more than just a CRM.  The platform includes apps that help in all areas of business. Some of our most popular solutions are help desk, invoicing, project management, procurement, and more.  All of our apps are designed to resolve around the CRM, providing a complete 360° view of your customer.