Apptivo
A single, affordable system to manage your entire business.
Overview
Apptivo offers a highly customizable and integrated platform for managing nearly every aspect of a business. While its CRM is a core component, the platform also includes apps for financials, project management, supply chain, and more. This makes it a powerful solution for businesses that want to consolidate their software stack and have all their data in one system.
āØ Key Features
- Contact and Lead Management
- Opportunity Management
- Project Management
- Invoicing and Expense Reports
- Help Desk (Cases App)
- Field Service Management
šÆ Key Differentiators
- Large suite of integrated business management apps
- Highly affordable and customizable
- Strong feature set for the price, including territory management
Unique Value: Provides a highly affordable and integrated suite of business apps, allowing companies to manage CRM, projects, and financials without paying for multiple systems.
šÆ Use Cases (3)
ā Best For
- Converting a sales opportunity into a project after the deal is won
- Creating and sending invoices directly from the CRM
- Managing customer support tickets related to contacts
š” Check With Vendor
Verify these considerations match your specific requirements:
- Users who need a very simple, standalone contact manager
- Companies that are not prepared to invest time in customization
š Alternatives
Similar in breadth to Zoho, but often considered more straightforward to configure for specific business needs. More feature-rich than simple CRMs.
š» Platforms
ā Offline Mode Available
š Integrations
š Support Options
- ā Email Support
- ā Live Chat
- ā Phone Support
- ā Dedicated Support (Enterprise tier)
š Compliance & Security
š° Pricing
ā 30-day free trial
Free tier: 1 user, 3 apps. Includes basic contact management.
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