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CRM software for all businesses
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ApptivoProduct Overview

  1. About Apptivo
  2. Pros of Apptivo
  3. Cons of Apptivo
  4. Breakdown of core features

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

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  • 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

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

Breakdown of core features

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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.


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.


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.


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.

Alternatives to Apptivo CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 Zendesk Sell

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Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.

Learn more about Zendesk Sell

2 NetSuite

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NetSuite is the most trusted cloud-based ERP software in the world, integrating all key business processes into a single system -- financials, inventory, sales, Customer Relationship Management (CRM), eCommerce, and marketing.

We're an industry-recognized NetSuite Solution Provider that designs, implements, and supports all aspects of the NetSuite Platform.

Schedule your Personalized NetSuite Demo or get in touch with a one of our NetSuite experts today.

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3 Xoxoday Plum

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Businesses can automate rewards and enhance customer experience while engaging and encouraging customers to make repeat purchases from your brand.

Xoxoday Plum is a Rewards, Incentives, Benefits & Payouts Infrastructure for Businesses. Xoxoday’s technology enables companies to reward employees, customers, and sales & channel partners.

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(Last updated on 03/04/2022 by Liz Laurente-Ticong)

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
  • Works Best For
    Any Sized Businesses





  • Contact and Account Management
  • Opportunity and Pipeline Management
  • Task / Activity Management
  • Product and Price List Management
  • Quote and Order Management
  • Customer Contract Management
  • Email Marketing
  • Lead Management
  • Case Management
  • Customer Support Portal
  • Knowledge Base
  • Reporting
  • Dashboards


  • Google Workspace
  • Office 365
  • Slack
  • QuickBooks
  • Xero
  • Google Calendar
  • Google Tasks
  • Asterisk
  • Fuze
  • RingCentral

Pricing Model

  • Lite
  • Premium
  • Ultimate
  • Enterprise


  • English