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Apptivo

Simplify your business operations with Business Management Software.·apptivo.com

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Apptivo is a cloud-based business management software suite offering CRM, Help Desk, Field Service, and Campaigns applications. It provides sales automation, marketing tools, invoicing, project management, and custom application building within one integrated platform. The company states it is used by over 200,000 companies in 194 countries.

What it's for

managing sales leads and dealssending quotes and invoicescustomer relationship managementhelp desk/case managementfield service managementemail marketing campaignsproject and task managementbuilding custom no-code applicationsdata migration from other CRMs

Features 20

  • 2-way Email Sync (Gmail, Outlook)
  • Campaign Management
  • Contact Management
  • CPQ - Bills of Material
  • Custom Applications (code-free app builder)
  • Custom Branding
  • Custom Reports and Dashboards
  • Data Import/Export
  • Deal/Opportunity Management
  • Developer API (RESTful, JSON)
  • Email Sequencing
  • Lead List Management
  • Marketing Automation
  • Mobile apps (iOS, Android, Windows, MacOS)
  • Multiple Firm Access
  • Role-based and Field-based security
  • SMS integration
  • Territory Management
  • Webhooks
  • Workflow automation

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb, iOS, Android, Windows, macOS
Forsmall sales teams, fast-growing teams, large teams, enterprise organizations
CompanyApptivo Inc

Integrations

GmailOutlookOffice 365G SuitePayPal

Complianceself-reported

SOC 2GDPREU-U.S. Privacy Shield

Resources

Pricing

Enterprise plan pricing is quote-based ('Contact Us'). Pricing page states 'No Contract • No Credit Card'. All prices are per user.

Lite$20/user/mo

Dedicated for small sales teams to manage deals & send quotes; includes 3rd party integration and 24x7 support.

18 Apps, 100 Custom Fields per App, 25 Workflows, 8 Custom Dashboards

Premium$30/user/mo

Suitable for fast-growing teams that need an all-in-one CRM.

46 Apps, 250 Custom Fields per App, 75 Workflows, 25 Custom Dashboards

Ultimate$50/user/mo

For large teams that need automation and integrations.

57 Apps, 350 Custom Fields per App, 150 Workflows, 50 Custom Dashboards

EnterpriseQuote

Best for enterprise organizations that require complex integrations; contact sales for custom pricing, includes 24x7+SLA and dedicated account manager.

65 Apps, 500 Custom Fields per App, 300 Workflows, 100 Custom Dashboards, Custom Integration

Last checked 20 days ago·