US Dollar

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.


Apptivo’s customer relationship management (CRM) applications provide modules for contact management, lead management, opportunity management and customer service ticket management. Marketing applications include campaign management, lead segmentation and loyalty management. Businesses can select necessary applications and omit applications they do not need.


Other applications include expense reports, license and insurance tracking, sales planning and territory management, cash management and budgeting. Users can access Google app integrations for Drive, Calendar and Tasks, and mobile apps are also available.


Pricing is per user per month, billed annually.


LongDescription

Support Ticket Management

Forecasting

Internal Chat Integration

Lead Capture

Customizable Reports

Document Storage

Activity Tracking

Sales Pipeline Management

Referral Tracking

Calendar/Reminder System

Lead Distribution

Knowledge Management

Pipeline Management

Communication Management

Customer Database

Calendar Management

Customizable Fields

Automated Routing

Activity Management

Sales Trend Analysis

Data Import/Export

Lead Generation

Email Templates

Self Service Portal

Contact Management

Opportunity Management

Lead Management

Email Marketing

Mobile Access

Sales Reports

Territory Management

Multi-Channel Communication

Marketing Automation

Role-Based Permissions

Lead Segmentation

Workflow Management

Email Management

Ticket Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Knowledge Base Management

Segmentation

Reminders

Customizable Templates

Calendar Sync

Interaction Tracking

Reporting/Analytics

Contact Database

Lead Qualification

Client Management

Quotes/Estimates

Drag & Drop

Customer History

Pipeline Reports

Third Party Integrations

Task Management

Campaign Management

Sales Forecasting

Search/Filter

For iPad Devices

For Startups

Deal Management

For Insurance Industry

Customer Complaint Tracking

Routing

For Financial Institutions

For Small Businesses

Insurance Management

Starts at just $8 per user/ Billed annually. -  comes with 18 Apps, 
100 Custom Fields Per App
25 Workflows
8 Custom Dashboards
3rd Party Service Integration
24x7 Support

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