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Aptivo is a cloud solution that supports different business functions including : CRM, Procurement functions, Field Service Tracking, Web Help Desk, Project Management and Order Management.
Category
HR Software Free,HR Software SMB
Features
• CRM System • Contract Management • Project Management • Invoicing App • Campaigns – Integrated E-mail Marketing and CRM • Help Desk • Expense Report • Procurement Management • Google Apps • Mobile Apps
License
Proprietary
Price
• Starter - Free for 3 Users with 500MB/Business with limited available features and core components • Premium- $8.33/user/month billed annually. It includes all core components and some applications and features • Ultimate - $20/user/month billed annually. It includes complete core components, features and applications
Pricing
Subscription
Free Trial
Available
Users Size
Small (<50 employees), Medium (50 to 1000 Enterprise (>1001 employees)
Countries
US
Company
Apptivo
What is best?
• CRM System • Contract Management • Project Management • Invoicing App • Campaigns – Integrated E-mail Marketing and CRM • Help Desk • Expense Report • Procurement Management
What are the benefits?
•Track the complete sales process and close more deals. •Collaborate on tasks, manage timesheets, and log expense reports. •A powerful ticketing system to deliver stellar customer support. •Mobile expense reporting & simple approval workflow tools.
PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.3
7.0
Features & Functionality
8.2
6.1
Advanced Features
8.4
8.5
Integration
8.4
8.9
Performance
8.3
7.6
Customer Support
8.2
7.9
Implementation
7.2
Renew & Recommend
8.1
Bottom Line
Apptivo is a cloud based suite of 50+ integrated business applications. These applications help users save time, reduce errors, provide a central database of information, and provide tools to interact with their customers more professionally.
8.3
Editor Rating
7.7
Aggregated User Rating
9 ratings
You have rated this
Aptivo is a cloud solution that supports different business functions including : CRM, Procurement functions, Field Service Tracking, Web Help Desk, Project Management and Order Management. It allows mobile access to some core components like its CRM, invoicing and work orders, and can be integrated with various Google apps to centralize information on contacts, e-mails, calendars, tasks and other Google features used.
Aptivo’s CRM Function provides an organized view of the sales pipeline, conversions, web leads and other information the company would like to capture which can be customized into its form and report. Its Project Management component provides an interactive Gant Chart that takes into account task dependencies and scheduling to ensure accuracy in project planning and timelines. It also provides ready templates for project management as well as templates for timekeeping. The feature is connected to its Invoicing feature by allowing users to input the billing model for the project.
Its Invoice App is then able to generate an invoice as provided through the project management app and provides additional features to support invoicing like: online payment channels, setting recurring bills, pdf templates for invoicing forms and invoice reports.
Aptivo supports Field Service by management by providing a dispatch calendar which is also connected to its invoice component. The feature also allows the customers to accept or decline the work order including a comment section for whenever they reject a work order.
Aptivo automates parts of the procurement process allowing mobile capture of receipts, integration with Bank Accounts and Credit Cards, customizable levels of approval workflow, a provided automated ledger and customizable accounting rules and reporting of tracked reimbursements in the system. Aptivo also automates processes of the Help Desk team through automated e-mail response based on defined cases, follow-ups for Service Level Agreements and a Ticketing system to ensure customer cases are tracked accurately and addressed.
Apptivo is a simple online CRM system that allows the user to store contacts, reminders, files, and communication history. The solution also allows the user to manage their sales pipeline, stay on top of employee activities, and close more deals. Moreover the solution offers graphic dashboard for a quick overview of all opportunities
Company size
Medium (50 to 1000)
User Role
Super User
User Industry
Telecommunications
Rating
Ease of use9
Features & Functionality9.2
Advanced Features7.9
Integration8.4
Performance8.5
Training 8.2
Customer Support7.6
Implementation8.8
Renew & Recommend7.8
ADDITIONAL INFORMATION The service also features a app which is available for mobile. While on the topic of mobile services Apptivo allows the user to take full control of how each app looks by being able to customize it by adding or removing existing fields that pertain only to their business
Unifies the users sales tracking systems and collect new leads
What is best?
Appivito is a CRM solution that unifies the users sales tracking systems and collect new leads from the users website by integrating with Word Press. Appivito is built to increase sales by following through on all prospects and closing deals.
Company size
Medium (50 to 1000)
User Role
IT Support
User Industry
Pharmaceutical
Rating
Ease of use8.2
Features & Functionality7.7
Advanced Features8.1
Integration8.6
Performance8.6
Training 8.3
Customer Support8
Implementation7.9
Renew & Recommend8.4
ADDITIONAL INFORMATION The solution allows the user to see a visual pipeline of all incoming deals. Appivito also ensures that the user avoids re-entering data across systems and goes beyond customer relationship management by converting opportunities into quotes, projects, invoices, and more. The service even allows you access to users CRM tools right from their smartphone. Real time updates made from the web will be pushed into the phone app.
Manage the sales pipeline
Apptivo is a simple online CRM system that allows the user to store contacts, reminders, files, and communication history. The solution also allows the user to manage their sales pipeline, stay on top of employee activities, and close more deals. Moreover the solution offers graphic dashboard for a quick overview of all opportunities
Medium (50 to 1000)
Super User
Telecommunications
ADDITIONAL INFORMATION
The service also features a app which is available for mobile. While on the topic of mobile services Apptivo allows the user to take full control of how each app looks by being able to customize it by adding or removing existing fields that pertain only to their business
Unifies the users sales tracking systems and collect new leads
Appivito is a CRM solution that unifies the users sales tracking systems and collect new leads from the users website by integrating with Word Press. Appivito is built to increase sales by following through on all prospects and closing deals.
Medium (50 to 1000)
IT Support
Pharmaceutical
ADDITIONAL INFORMATION
The solution allows the user to see a visual pipeline of all incoming deals. Appivito also ensures that the user avoids re-entering data across systems and goes beyond customer relationship management by converting opportunities into quotes, projects, invoices, and more. The service even allows you access to users CRM tools right from their smartphone. Real time updates made from the web will be pushed into the phone app.