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Apptivo CRM
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Apptivo CRM

Overview
Synopsis

Apptivo’s customer relationship management (CRM) applications provide modules for contact management, lead management, opportunity management and customer service ticket management.

Category

Real Estate CRM

Features

• Cash Management & Budgeting
• Lead Segmentation & Loyalty Management
• Targeted Campaigns
• Inventory Management
• Reminders & Automated Emails
• Extensive & Exceptional Support

License

Proprietary

Price

• Premium - $8 / month* per user
• Ultimate - $20 / month* per user
• Enterprise - Contact Apptivo for more information
*billed annually

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

Apptivo CRM

What is best?

• Cash Management & Budgeting
• Lead Segmentation & Loyalty Management
• Targeted Campaigns
• Inventory Management
• Reminders & Automated Emails

What are the benefits?

• Access Clients Data On The Go
• Stay Ahead Of Transactions
• Automatically Send an Acknowledgment Reply
• Stay In Touch With Past Clients

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.4
8.3
Features & Functionality
7.4
8.3
Advanced Features
7.5
8.2
Integration
7.6
8.2
Performance
7.5
9.0
Customer Support
7.6
8.8
Implementation
8.9
Renew & Recommend
9.3
Bottom Line

Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management.

7.5
Editor Rating
8.6
Aggregated User Rating
1 rating
You have rated this

Apptivo’s customer relationship management (CRM) applications provide modules for contact management, lead management, opportunity management and customer service ticket management.

While it offers all of the functionality available in higher cost products, such as Salesforce, it is possible to customize the software to match company’s precise needs, adding and removing functionality as the business changes and grows. It's this flexibility that makes Apptivo a one-stop solution for just about any organization, regardless of the size.

Apptivo has upgraded its built-in CRM app capabilities, adding new tools called triggers to build custom workflow automation rules for any given app. Rules can be based on specific events, or by detecting events over time. The sales apps also include added tooling for managing multiple sales pipelines, and the ability to define built-in logic to control when deals can move to the next stage.

Apptivo has enhanced spam control, scheduling, and the template editor. It also has dynamic target lists, with which users can set up criteria to automatically add or remove CRM records from marketing lists as they are created or updated. Apptivo has improved the platform's security management, adding more granular security control.

Beyond controlling the data, reports, and access to fields, Apptivo offers control over searching capability, and over all of the individual actions inside of the app. This gives users the ability to restrict access to performing bulk actions, deleting records, emailing contacts, viewing notes, and importing or exporting contact data. Apptivo integrates with Google G Suite, Dropbox and WordPress, and also with Microsoft OneDrive and RingCentral.

The RingCentral integration gives users the ability to automatically have calls logged into the CRM with corresponding contacts, and conversely, the ability to make an outbound call by clicking a contact's phone number. Manage sales pipeline, stay on top of employee activities, and close more deals with Apptivo CRM app.

You may like to read: How to Select the Best Real Estate CRM Software for Your Business and Top Real Estate CRM Software

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Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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