- author: Darren Gordon
Apptivo was launched in 2009 as an affordable and user-friendly CRM solution for businesses. It’s currently used by more than 200,000 businesses globally with a market that spans across 194 countries. It is loaded with CRM features, project management tools, communication and invoicing features, and specifically targets small to medium-sized businesses.
Plans & Pricing
Apptivo has a free starter plan that offers basic features and functionalities. These include basic contact sharing, reports and support, three users and a total of 5 MB data. It also has three paid plans: Premium, Ultimate, and Enterprise. We’ve detailed the features available in each package below.
This is the low-range package that still packs a punch with a wide array of features such as:
- Free trial
- Price: $8/user billed annually
- Technical support on phone between 9 am and 6 pm PST
- All mobile apps
- Plugin and API access linked to your website for a total of 2000 requests per user per day
- Integration with Google apps
- 3GB of data storage capacity per user
- 1,000 emails/user
- Company branding
- Email notifications
- Online payment system
- Role-based access control
- IMAP email integration
- Secure SSL connection
In addition to the features in the Premium plan, the Ultimate package also offers:
- Price: $20/user billed annually
- Free trial
- Technical support on phone 24-hours/ day
- 20,000 requests per day per user on plugin and API access
- 5GB of data storage capacity per user
- 3,000 emails/user
Pricing for this package is available by contacting the company. In addition to the features in the Premium and Ultimate Packages, it also offers:
- A personal account manager
- Training and implementation course
- Priority support 24/7
- Dedicated instance and white labeling
- 5,000 emails/user
Apptivo is considered a good bargain for the features it offers. It offers competitively priced packages when compared to other similar CRM tools in the market.
Features and Functionality
The Apptivo app prioritizes your agenda making it the first thing that pops up every time you launch the app. It shows the calendar for the week, as well as tasks scheduled for the day. This feature is also customizable and can show daily, weekly, or even monthly agendas. When you create a new project it automatically gets assigned to your agenda to ensure nothing is overlooked.
The system uses email marketing features to improve the ordinary marketing campaign model. This allows you to use the platform’s visual designer to create custom templates and then generate a target list and send out mass emails with a personal touch.
The app is cloud-hosted and therefore eliminates the need for extensive installation procedures. This also means that maintenance of the system does not fall on the users.
The Apptivo application is accessible on Windows operating system, as well as on Android and iOS for iPhone and iPad users.
Ease of Use
Apptivo is quite easy to use. It has an intuitive user interface that can be customized to suit your business activities. There isn’t a steep learning curve when onboarding to the software. Just in case, customer support is available on web chat round the clock, and on phone at certain specified times depending on your package.
There is a product demo feature to help new users get acquainted with the system as well as a training program for Enterprise clients.
Contacts & Users
This CRM system offers a handy contact management tools that allows business owners to keep a unified record of all customers. It allows for integration with Gmail and other Google apps making it possible to import existing contacts.
Lead management is also possible using the software’s dedicated Leads app. It is loaded with valuable features, such as lead conversion options from opportunities, to contacts, to customers. The feature only allows you to move to the next step when you have successfully completed the previous one. It also makes it mandatory to input a close date, making it easier to commit to the process and thus leading to better results.
The Apptivo application makes it easy to create sales pipelines. Each of the stages in the pipeline is specified and this ensures that sales people stick to the time-tested script. Like all other features on the system, this tool is customizable to reflect your business model.
Reporting & Integrations
Apptivo offers the important integrations that most businesses look for. It is compatible with Google Suite, WordPress, Dropbox, RingCentral, Payments Gateways, and Microsoft OneDrive. It has also recently added Slack, Microsoft Office 365, PieSync and Asterisk VoIP. The system also offers compatibility with Intuit Quickbooks as well as Xero accounting system software.
There is a bit of a challenge when migrating from other applications, as you can’t simply integrate them into the tool – you have to move your entire previous system. Furthermore, if you choose to shift to the Apptivo accounting software, you cannot import your previous files but would have to start from scratch.
Apptivo has a variety of reporting features, from sales and performance and expense reports to custom reports that are automatically generated in response to a query. Every one of the important apps within the system is capable of generating detailed reports. Having the feature within applications makes it easier to access and use accordingly.
Pros & Cons
- Highly customizable
- Customer support round the clock
- Limited third-party integration options
Apptivo offers highly responsive chat support that is available 24/7. The button is available on every page making it easy to access at all times. They also offer phone support but the availability depends on users’ pricing package. The Ultimate package allows users to access phone support 24 hours a day, while the Premium package users can call in between 9AM and 6PM PST. Users can also contact support via email, or social media pages on Facebook and Twitter.
24/7 Help & SupportThere is 24/7 customer support.
Phone SupportIt depends on the package. 24/7 phone support is available only to Ultimate package users and above. Premium users get access to 24/5 support from 9AM - 6PM PST.
Live Online ChatThere is 24/7 live chat support available to all users.
Video TutorialsThere are a number of video tutorials on YouTube covering beginner topics concerning the product and project management topics.
FAQThere is a relatively short FAQ section covering topics related to security, pricing plans, product features and billing information.
Community ForumThere is community forum.
BlogThe blog is updated roughly 3 times a week and covers a number of topics and has many beginner guides to CRM software.
Apptivo is an all-inclusive CRM tool that covers every conceivable aspect of most business models. The fact that it comes with a free starter version that has no duration limit is a major plus, since it allows sufficient time to test the tool before investing in a package.
The system makes it easy for businesses to scale thanks to the numerous reports that can be generated with ease from any application on the platform. Team members can stay up to date while on the go with Apptivo’s mobile apps for Android and iPhone, adding to the tool’s convenience for businesses.