Apptivo is a cloud-based software suite consisting of applications specifically designed to facilitate the various needs and wide-ranging processes of small and medium-sized businesses (SMBs).
These include human resources (HR) management, supply chain management, finance and the complete customer lifecycle, from marketing and sales to billing and help desk service.
Apptivo’s flagship solution is its customer relationship management (CRM) platform. Its cloud-based CRM platform is both affordable and user-friendly, helping fast-growing companies to effectively manage their day-to-day operations and their long-term management processes, maintenance and enterprise resource planning (ERP).
As a software suite, Apptivo gives companies and organizations the ability to create and manage multiple customer accounts for their business.
Individual client accounts can then be linked with other crucial apps like contact management and opportunity management.
Once the user has established an account, they can begin entering and storing any customer or organization data, which includes their contact information, address, website, annual revenue, industry and workforce size.
The Apptivo software suite is ideal for micro or small businesses with limited budgets, with the free version and the affordability of its paid subscription plans are viable options.
Small organizations requiring robust CRM solutions will find this platform useful, especially when it comes to addressing their customer servicing needs.
Additionally, Apptivo is also best suited for companies in the field service industry, specifically the energy, manufacturing, construction, utility and contractor business sectors, as well as retailers of technical products.
This is mainly due to the software suite’s powerful project management solutions and other related features and capabilities, such as time tracking, employee dispatch, project-based billing and fieldwork order management.
Apptivo is not your typical CRM solution. Unlike other cloud-based software solutions in the market, the platform works as a set of fully-integrated applications working seamlessly together as a highly personalized robust organization management system.
Some of Apptivo’s core features include:
The platform’s project management solution is quite comprehensive but user-friendly. It includes a Gantt chart, which enables users to get a visual representation of project development and progress, giving them the ability to keep track of and monitor different aspects of the project.
Also included is a task management system that enables team leaders and project heads to efficiently track individual and/or assigned tasks.
Other features that come with project management are budgeting tools, project news feeds and timesheets, providing project leaders, decision-makers and stakeholders a centralized platform where they can view, monitor and effectively manage every important aspect of their ongoing projects.
CRM, contacts and lead management
As previously stated, Apptivo is pretty well-known for its robust CRM solution. To completely address the entire customer lifecycle, however, Apptivo also provides lead and contact management solutions to complement the core functions of CRM.
These features and the tools they are equipped with allow businesses and their marketing teams to efficiently manage leads as well as customer relationships.
Other features designed to facilitate CRM, contacts and lead management are web-to-lead forms and email-to-lead tools. The web-to-lead form enables marketing teams to capture leads by converting their website visitors.
The latter, email-to-lead, is a feature that gives marketers the ability to convert prospect emails into viable leads.
Apptivo utilizes various email marketing features to enhance and strengthen the standard marketing campaign model.
This enables businesses and organizations to leverage the cloud-based platform and use its visual designer tool to design and create custom templates.
It also provides marketing teams with a generated target email list that can be used for mass email marketing campaigns with personalized messaging to match the company’s brand image.
Agenda creation feature
The Apptivo software suite is designed to prioritize the user’s agenda. Every time the software program is opened, it will show the weekly calendar and the various tasks scheduled for the day.
This should help team members, marketers and stakeholders focus on the more important things related to a project or marketing campaign they’re currently working on.
The agenda creation feature can be customized to suit the individual user’s preference. It can be configured to show daily, weekly or even monthly agendas and tasks.
When a new project is created, it automatically gets assigned to the user’s agenda to make sure everything is in sync and well-organized.
Billing and invoicing
This feature allows users to easily create professional-looking invoices with custom components and design aspects such as their company logo, color theme and branding.
The cloud-based platform can also accept direct payments from customers, suppliers and wholesalers through integrations with payment processing firms and providers like Stripe, Authorize.net and PayPal.
The invoicing feature enables users to send out reminders and notifications of pending invoices and other payment communications to individual customers, partner firms and retail agencies.
Apptivo is a cloud-based or cloud-hosted software suite, meaning you don’t have to go through an extensive and difficult installation process. This also means that maintenance processes and updates are performed automatically by the service provider.
All you need to do is subscribe to a specific plan and you can start going about your business without worrying about the technical components of the platform.
One of Apptivo’s most appealing features is the accessibility of its applications. Apptivo software suite is accessible through the Windows operating system and on Android and iOS for smartphones, tablet and iPad device users.
Help desk and customer support
The help desk features offered by Apptivo provides users with the ability to properly manage their customer service efforts through a case management system that enables them to automatically create cases from emails.
The tool also allows for the management and issuance of support tickets to customers. Support teams and agents can then track open and closed tickets from a single platform.
Furthermore, the cloud-based solution provides tools that let users manage and keep track of service level agreements or SLAs to make sure users will at least meet or even exceed their own customers’ expectations as far as their service level or quality of service is concerned.
Apptivo’s platform provides many useful benefits to businesses and users who are looking to better manage their various departments and teams. These benefits include:
Apptivo provides a robust, user-friendly and affordable cloud-based software suite for SMBs as well as for large enterprises. The fully integrated platform enables users to run their business efficiently without worrying about the technical aspects of the solution.
This helps teams to collaborate and communicate with partners, third-party providers and clients in a seamless and straightforward manner.
Designed for SMB’s
Apptivo is also developed specifically for smaller businesses and organizations so they can compete effectively with larger and more established enterprises equipped with state-of-the-art business solutions and more financing.
When used effectively, Apptivo can level the playing field for many companies regardless of their size or industry.
Better insights and communication
With Apptivo, you will be able to manage large volumes of customer accounts through a web-based solution that enables quick and easy access from virtually any location at any time.
The software suite also brings to the table an efficient communication tool that gives your business more transparency into customer engagements.
Better lead management
The platform provides the right marketing and sales management solutions to help you capitalize on repeat sales with your existing customers. The lead management system helps to convert website visitors and other leads into paying customers a lot quicker and more effectively.
The customer contacts feature allows you to centralize all customer information for easy access even if there are changes made in your sales representative roster.
Apptivo offers straightforward pricing plans with no contracts and no credit card requirements.
There are four main subscription packages available: Starter, Premium, Ultimate and Enterprise. The paid plans are billed either monthly or annually, but you can get up to 20% savings if you go with the annual billing option.
The Starter plan is completely free of charge and it’s good for up to three users.
The free version comes with basic contact sharing, standard reports and standard customer support.
The Premium package starts at $10 per month per user or $8 a month per user with the annual billing option.
It comes with up to 3 GB capacity per user, up to a thousand mass emails per user, 2,000 API calls, third-party services integration and standard customer support. A free trial is available for interested parties.
The Ultimate plan costs $25 monthly or $20 per month per user when billed annually. The package comes with 10 GB capacity and up to 3,000 mass emails per user.
API calls are upgraded to 20,000 and standard support to priority support.
Third-party services integration is also provided and just like the Premium plan, Ultimate also has a free trial available.
For the Enterprise package, you need to contact the vendor for the pricing and other important details.
If you are in the market for a robust and user-friendly CRM software solution to manage your business processes and daily operations, Apptivo is a fairly decent platform for you to start out with. It has features and tools that make it more than your typical CRM solution.
It’s not just designed to simplify difficult and time-consuming tasks related to customer relationship management, Apptivo can actually provide users access to a wide variety of industry-specific solutions for managing tasks, projects, contacts, leads and more.