Apptivo CRM Review

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Key Takeaway:

  • Apptivo is a cloud-based CRM software with a customizable platform and advanced features designed to help small to medium-sized businesses grow.
  • Its unique app structure allows for scalability and customization, covering essential CRM features, project management tools, marketing suite, and finance tools.
  • Compared to competitors Insightly and Zoho, Apptivo is more cost-effective, although its free starter plan is weaker than others.
  • Apptivo boasts excellent customer service and has received praise from Chief Revenue Officer Don L. In for the simplicity of its CRM implementation and customization and functionality of its system.
  • Pricing for Apptivo starts at $8 per user per month for the Premium edition and offers a free Starter plan as well as two paid plans, Premium and Ultimate, with additional features.

Introduction to Apptivo CRM

Searching for an all-in-one customer relationship management solution? Apptivo CRM is the one for you! It is web-based and helps companies manage customer relationships, increase sales/marketing, and organize processes. This strong tool provides a single platform to monitor customers, projects, invoices, etc., all tailored to your business needs.

The customized dashboard in Apptivo CRM is amazing – you have real-time access to business stats, reports, and summaries. Moreover, it allows easy integration with email, calendars, and social media. So, you can manage customer interactions from an overall view of your business operations.

It even comes with financial management features to make tracking financial transactions easier. Plus, it also has a mobile application and online assistance. Therefore, it is perfect for businesses with distant employees.

Features and Benefits

Apptivo CRM is a comprehensive customer relationship system with a host of features and benefits. To begin with, it has customizable workflows and automation processes that boost efficiency. It also has a user-friendly interface facilitating easy navigation.

Moreover, Apptivo CRM offers various advantages that can aid business growth. For example, it helps to track and manage leads, customers, and interactions. It also gives insights into customer behavior and preferences, which businesses can use to personalize their marketing and sales approaches.

To add to this, Apptivo CRM also has a mobile application that allows users to manage customer relations on the go. This is ideal for companies with mobile sales teams.

Overall, Apptivo CRM is a suitable choice for businesses looking to manage customer relationships well. Its features and benefits aid workflow management, tracking, and gaining useful insights that can lead to improved sales and customer satisfaction.

Comparison with Competitors

Apptivo CRM is a comprehensive cloud-based CRM solution for small and medium-sized companies. It is an affordable option compared to competitors like Salesforce. It also provides user-friendly interfaces and integration options. What makes Apptivo stand out is its added functionality like project management, procurement, and invoicing.

However, Apptivo’s success did not come easily. Its market capitalization was inadequate in the beginning. Despite this, Apptivo worked hard and is now one of the leading CRM vendors. It offers high levels of customization, easy integration, and cost-effectiveness. These features make Apptivo a popular choice for businesses looking for a complete CRM solution.

Customer Service and Reviews

Apptivo CRM stands out from its competitors when it comes to customer service and reviews. It’s a vital part of any CRM.

The key feature of Apptivo CRM is their 24/7 customer support. Chat, email and phone are all available. Plus, they have a feedback system integrated into the CRM. This lets businesses collect user reviews and ratings automatically. They can also respond quickly.

The platform also offers a range of resources. These include a knowledge base, a community forum and video tutorials. This helps users learn and grow.

But, there’s one unique part of Apptivo CRM’s approach. They use customer satisfaction surveys. These surveys are sent to users after they interact with customer support. The surveys give useful insights to help businesses improve their services.

Monitoring and reflecting on feedback and reviews is great for growth and leadership. Apptivo CRM have the tools to help businesses do this.

Pricing and Plans

Apptivo CRM has pricing plans divided into four categories: CRM, Project Management, Supply Chain, and Financials. A table was made to show the various plans. These range from $8 to $20 per user per month and come with different features.

Users can try out the product risk-free with a 30-day free trial period. Plus, there’s no set-up or cancellation fees.

Sarah, a small business owner, used Apptivo CRM’s pricing plans. She tried out the free trial and then chose the CRM Lite plan, costing $8 per user per month. She was excited about the features it offered, such as lead management, sales tracking, and email integration. The reasonable price made it an easy decision to purchase.

Sign-up and User Experience

Potential users will be pleased to hear that Apptivo CRM’s registration process is quite simple and user-friendly. You can choose a 30-day trial or upgrade to the premium version. The onboarding experience guides you through the features.

The interface is well structured and easy to use. You can access all features easily. The dashboard provides an overview of the company’s performance and helps you monitor sales, leads and customer activity in real-time.

Apptivo CRM is customizable to meet your requirements. You can create personalized dashboards, workflows, and templates. It has a 4.5 out of 5 rating on Software Advice. It’s great for managing customer interactions, improving customer retention and increasing efficiency.

Also Read: Zoho CRM Review

Also Read: Insightly CRM Review


Five Facts About Apptivo CRM:

  • ✅ Apptivo is a cloud-based CRM software with a series of apps designed to help businesses thrive. (Source: TechRadar)
  • ✅ It offers a customizable platform with advanced features for a low price, making it a good option for small to medium-sized businesses looking to grow. (Source: TechRadar)
  • ✅ Its unique app structure gives it a level of customization and scalability that makes it relevant to SMBs as well as enterprises. (Source: TechRadar)
  • ✅ Apptivo’s apps cover essential CRM features, project management tools, marketing suite, and finance tools, making it a versatile CRM platform. (Source: TechRadar)
  • ✅ Compared to competitors Insightly and Zoho, Apptivo is more cost-effective. (Source: TechRadar and PCMag)

FAQs about Apptivo Crm Review

What is Apptivo CRM?

Apptivo CRM is a cloud-based software with a suite of customizable apps designed to help businesses, including small to medium-sized enterprises, to manage essential CRM features, project management tools, marketing suite, and finance tools.

What makes Apptivo stand out among other CRM platforms?

Apptivo’s unique app structure gives it a level of customization and scalability that makes it relevant to SMBs as well as enterprises. It is more cost-effective compared to competitors Insightly and Zoho, although its free starter plan is weaker than others. Apptivo also boasts excellent customer service.

What pricing plans are available with Apptivo?

Apptivo offers a free Starter plan and two paid plans, Premium and Ultimate. The Premium plan starts at $8 per user per month billed annually, while the Ultimate plan starts at $20 per user per month billed annually. Apptivo also offers an Enterprise tier with custom pricing.

What are the unique features of Apptivo’s paid plans?

The Premium plan includes company branding, IMAP email, reports, message templates, 3 GB of storage per user, license and insurance tracking, invoicing, third-party integrations, and more. The Ultimate plan adds more storage, more API requests per day, 24-hour phone support, and access to select apps.

What do customers say about Apptivo?

Don L. In, the Chief Revenue Officer at Precision Machine & Manufacturing praises Apptivo as the best CRM software system available, highlighting the customization and functionality of Apptivo’s system. He commends Apptivo for deploying their system in the right way and providing excellent customer service at no extra charge.

How can I get started with Apptivo?

Users can sign up for the 30-day trial, explore the different tiers of service, or sign up for the free version of the software to get started with Apptivo. Upon signing in, users will be redirected to the agenda view with the weekly calendar and tasks.

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