Apptivo

Apptivo

Everything you need in one cloud solution: CRM, Project Management, Invoicing & more.

Key Features

  • CRM: Track the complete sales process and close more deals from anywhere with the online CRM software.
  • Project Management: Collaborate on tasks, manage timesheets, and log expense reports.
  • Online Invoicing: A billing system to send and receive online payments from anywhere.
  • Web Help Desk: A powerful ticketing system to deliver stellar customer support.
  • Expense Reports: Mobile expense reporting & simple approval workflow tools.
  • Field Service: Generate work orders, dispatch employee, and invoice for the job.
  • Procurement: Supply chain management with vendor tracking, purchasing, and inventory.
  • Email Marketing: Engage with your customer like never before with Apptivo Campaigns which is seamlessly integrated with our online CRM software.

Details

Apptivo comes with a ton of features which lets you customize, control, and share data across one platform. In the User Manual, you will see that we have broken it down into different categories to help setup your Apptivo account.

Requirements

No special system requirements.

Best For

For agencies that need to provide services to their citizens.

Description

Apptivo is a suite of more than 50+ apps to help small and medium sized organizations seamlessly run their operations on one platform. All applications are seamlessly integrated with one another. We offer a range of business solutions for any business: Customer Relationship Management Software, Project Management Software, Online Invoicing, Expense Reports Software, Help Desk, Field Service, Purchase Order App.

Reviews

  • Marisela E

    Our business started Apptivo when we were quite small, and there were several issues with the program when we first began using them. The support at Apptivo is awesome, every time that we have a difficulty using any of the programs feature, they have gotten back to us within hours or sometimes days. The recent issue with using their Ledger App took a bit longer to resolve but we enthusiastically appreciate their dedication to resolving the issues, and how thoroughly they did resolve it. The features we use most often include: Emailing Invoices and Estimates, keeping track of our Finances with their Ledger App, and keeping track of correspondence with Clients. There are some many other features to the program including tracking Inventory, tracking Accounts with Suppliers, and creating Projects with clients/collaborations with other professionals just to name a few. I will continue to use and support the Apptivo program. They continue to grow and offer more features, clearer and efficient options for tracking the growth of our business as it continues to grow!

  • Brett W.

    This company is fantastic and a complete joy to work with. Very courteous and fast to correct issues as they arrive. Communication was fantastic.

  • Paul N.

    All CRM’s require Users to learn their navigation, terminology and how functions are executed. Unlike other CRM’s I have tested, the Support Team at Apptivo has been both diligent and effective in resolving a few technical glitches with my onboarding process. Apptivo provides me with a reliable CRM platform and functions on which I can run my business. 24×7 access to an effective and professional Support Team is a valuable resource that ensures I spend more time with my clients than suffering from IT issues.