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Apptivo Claim

Simplify your business operations with Business Management Software.

Apptivo Overview

Apptivo is a cloud-based suite of business applications designed to support various aspects of organizational management. It includes a comprehensive CRM system for effective customer relationship management, streamlining communication and sales processes. The software offers project management tools, facilitating task tracking and team collaboration. Inventory management within Apptivo assists in tracking stock levels and order processing. Financial features include invoicing and expense tracking, aiding in financial oversight and budgeting. The platform also supports email marketing, enhancing promotional strategies. Its user interface is intuitive, making it accessible for users with varying tech skills. Customizable and scalable, Apptivo is suitable for small to medium-sized businesses looking for an all-in-one solution to manage their daily operations.
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Apptivo screenshot & Video

Contact Details

  • Vendor Name Apptivo
  • Founded 2009
  • Location United States
  • Employees 101-500

Support

  • 27x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android
  • Windows Windows
  • Mac Mac

Typical Customers

  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Language Supported

English


Industries

Construction, Education Management, Hospitality, Human Resources, Information Technology & Services, Manufacturing, Marketing & Advertising, Oil & Energy, Real Estate, Retail, Utilities, Wholesale

Apptivo Features

  • Performance Metrics
  • Inventory Management
  • Purchasing & Receiving
  • Calendar Management
  • Quotes/Estimates
  • Contact Management
  • Customizable Fields
  • Employee Management
  • Training Management
  • Workflow Management
  • Accounting
  • Financial Management
  • Marketing Automation
  • Task Management
  • Client Management
  • Project Management
  • Billing & Invoicing
  • Third Party Integrations
  • Access Controls/Permissions
  • CRM
  • Point of Sale (POS)
  • Document Management
  • Email Management
  • Purchase Order Management
  • Order Management
  • Time & Expense Tracking
  • Invoice Management
  • Client Portal
  • Milestone Tracking
  • Testing/QA Management
  • Time & Expense Tracking
  • Projections
  • Alerts/Notifications
  • Calendar Management
  • Project Planning
  • Project Scheduling
  • Issue Management
  • Billing & Invoicing
  • Gantt/Timeline View
  • Client Portal
  • Kanban Board
  • Collaboration Tools
  • File Sharing
  • Prioritization
  • Risk Management
  • Traditional Methodologies
  • Task Management
  • Status Tracking
  • Resource Management
  • Budget Management
  • Task Progress Tracking
  • Commenting/Notes
  • Document Management
  • Portfolio Management
  • Agile Methodologies
  • Activity Dashboard
  • Idea Management
  • Project Tracking
  • Multiple Projects
  • Real Time Updates
  • Routing
  • Multi-Channel Communication
  • Case Management
  • Issue Tracking
  • Activity Dashboard
  • Email Templates
  • Prioritization
  • Customer Service Analytics
  • Forms Management
  • Knowledge Base Management
  • Access Controls/Permissions
  • Feedback Management
  • Chat/Messaging
  • Real Time Notifications
  • Customer Complaint Tracking
  • Self Service Portal
  • Social Media Integration
  • Support Ticket Management
  • Interaction Tracking
  • Survey/Poll Management
  • Email Management
  • Alerts/Escalation
  • Live Chat
  • Collaboration Tools
  • Canned Responses
  • SLA Management
  • Performance Metrics
  • Appointment Management
  • Real Time Notifications
  • Customer Segmentation
  • Employee Management
  • Queue Management
  • Virtual Assistant
  • Customer History
  • Call Routing
  • SMS Messaging
  • Email Management
  • Voice Mail
  • Call Center Management
  • Knowledge Base Management
  • Multi-Channel Communication
  • Live Chat
  • Activity Tracking
  • Self Service Portal
  • Alerts/Escalation
  • Auto-Responders
  • Support Ticket Management
  • Engagement Tracking
  • Surveys & Feedback
  • Social Media Integration
  • Contact Management
  • Automated Routing
  • Call Center Management
  • Real-Time Chat
  • Performance Metrics
  • Customer Database
  • Self Service Portal
  • SLA Management
  • CRM
  • Real Time Notifications
  • Multi-Channel Communication
  • Support Ticket Management
  • Surveys & Feedback
  • Document Storage
  • Social Media Integration
  • Alerts/Escalation
  • Prioritization
  • Workflow Configuration
  • Ticket Management
  • Reporting/Analytics
  • Access Controls/Permissions
  • IT Asset Management
  • Email Management
  • Customer History
  • Interaction Tracking
  • Knowledge Base Management
  • Remote Access/Control
  • Search/Filter
  • Pipeline Management
  • Social Media Integration
  • Data Import/Export
  • Prospecting Tools
  • Task Management
  • Customer Database
  • Campaign Management
  • Lead Nurturing
  • Segmentation
  • Email Management
  • CRM
  • Sales Forecasting
  • Contact Management
  • Calendar Management
  • Document Storage
  • Drag & Drop
  • Collaboration Tools
  • Lead Management
  • Sales Pipeline Management
  • Lead Distribution
  • Email Marketing
  • Opportunity Management
  • Data Synchronization
  • Interaction Tracking
  • Lead Capture
  • Customizable Templates
  • Sales Trend Analysis
  • Calendar Management
  • Lead Capture
  • Workflow Management
  • Interaction Tracking
  • Opportunity Management
  • Performance Metrics
  • Email Management
  • Pipeline Management
  • Calendar Sync
  • Email Marketing
  • Task Management
  • Forecasting
  • Campaign Management
  • Contact Management
  • Document Storage
  • Social Media Integration
  • Collaboration Tools
  • Sales Reports
  • Web-based Deployment
  • Lead Management
  • Internal Chat Integration
  • Lead Generation
  • Lead Qualification
  • Marketing Automation
  • Quotes/Estimates
  • Referral Tracking
  • Reporting/Analytics
  • Territory Management
  • Deal Management
  • Lead Nurturing
  • Role-Based Permissions
  • Lead Capture
  • Email Management
  • Call Monitoring
  • Automatic Call Distribution
  • Lead Qualification
  • Lead Management
  • Task Management
  • Performance Management
  • Data Management
  • Contact Management
  • Meeting Management
  • Call Recording
  • Lead Distribution
  • CRM
  • Interaction Tracking
  • Auto-Dialer
  • Calendar Management
  • Chat/Messaging
  • Reminders
  • Call List Management
  • Multi-Channel Communication
  • Deal Management
  • Sales Pipeline Management
  • Lead Nurturing
  • Sales Reports
  • Social Media Integration
  • Monitoring
  • Pipeline Management
  • Template Management
  • Lead Qualification
  • Calendar Management
  • Sales Forecasting
  • Lead Distribution
  • Prospecting Tools
  • Task Management
  • Document Storage
  • Lead Segmentation
  • Reminders
  • Email Tracking
  • Interaction Tracking
  • CRM
  • Web Forms
  • Email Marketing
  • Lead Capture
  • Campaign Management
  • Contact Management
  • Workflow Management
  • Sales Trend Analysis
  • Source Tracking
  • Lead Generation
  • Opportunity Management
  • Referral Tracking
  • Commission Management
  • Contact Database
  • Lead Qualification
  • Contact Management
  • Campaign Management
  • Access Controls/Permissions
  • Client Management
  • Email Marketing
  • Pipeline Management
  • Lead Management
  • Activity Dashboard
  • Lead Nurturing
  • Interaction Tracking
  • Reporting/Analytics
  • Activity Tracking
  • Document Management
  • Appointment Management
  • Alerts/Notifications
  • Calendar Management
  • Lead Generation
  • Lead Distribution
  • Client/Property Matching
  • Task Management
  • Segmentation
  • Lead Capture
  • Email Tracking
  • For Real Estate
  • Property Database
  • Omnichannel Communications
  • Expense Tracking
  • Forecasting
  • Template Management
  • Relationship Tracking
  • Interaction Tracking
  • Access Controls/Permissions
  • Activity Tracking
  • Client Management
  • Collaboration Tools
  • Sales Reports
  • Email Management
  • CRM
  • Search/Filter
  • Email Marketing
  • Task Management
  • Document Management
  • Lead Management
  • Calendar Management
  • Customer Database
  • Campaign Management
  • Marketing Automation
  • Activity Dashboard
  • Territory Management
  • Contact Management
  • Pipeline Management
  • Lead Capture
  • For Financial Institutions
  • Financial Management
  • Routing
  • Online Time Clock
  • Dispatch Management
  • Service History
  • Customizable Forms
  • Contract/License Management
  • Alerts/Notifications
  • Payment Collection
  • Real Time Data
  • Electronic Signature
  • Work Order Management
  • Quotes/Estimates
  • Scheduling
  • Billing & Invoicing
  • Inventory Management
  • Activity Tracking
  • CRM
  • Accounting Integration
  • Maintenance Scheduling
  • File Storage
  • Contact Database
  • Mobile Access
  • GPS
  • Calendar Management

Apptivo Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial 30 Days

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription
  • Monthly Payment Monthly Payment

Plans & Packages

Lite

$15 Per Month

Apptivo FAQs

  • No, Apptivo does not offer a free version.

  • Yes, Apptivo offers a free trial.

  • No, Credit Card details are not required for the Apptivo trial.

  • Apptivo offers the following pricing plans & packages:

    Starting Plan:

    $15 Per Month

  • Apptivo supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • No, Apptivo does not offer an API.

  • Apptivo offers support with the following options:
    • 27x7 Support , Email , Phone , Chat , Knowledge Base

  • Apptivo offers training with the following options:
    • In-person , Webinar , Documentation

  • Following are the typical users of the Apptivo:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Apptivo supports the following deployment:
    • Cloud Hosted

  • Apptivo supports the following devices and operating systems:
    • Web-Based , iPhone , Android