Apptivo is a cloud-based CRM designed for companies of all shapes and sizes. From sales to marketing, billing, and support to everything in between, this software can help with everything. It can deliver incredible value to your organization.
Overall, this CRM solution has an intuitive interface and it comes with powerful features packed at an affordable price. Call it the software that grows with your business.
Apptivo CRM
Do not take Apptivo to be a traditional CRM. It comes integrates a series of apps to let you create a highly personalized experience. Its core features are the reporting functions and telephony. It syncs timesheets, projects, and customer data for generating reports and bills accurately. The industries it supports include utility and energy, travel and hospitality, real estate, manufacturing, non-profits and NGOs, and retail and wholesale.
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A great aspect of this cloud business management software is the project management app. It gives you a visual representation of the meeting’s deadlines, shared project goals as well as meetings. The app is user-friendly and easy to use.
Apptivo pricing
When it comes to pricing, Apptivo has plans for all types of businesses. Their pricing is quite straightforward, so choosing a plan based on your business needs won’t be a problem. Let’s have a look at its plans:
Lite
This plan is designed for small sales teams for managing deals and sending quotes. The price starts at $8 per month per user and is billed annually.
it supports 18 apps, 25 workflows, third-party integrations, 8 custom dashboards, 100 customer fields, and 24/7 support. A free trial is available.
Premium
The premium plan is suitable for fast-growing teams that are looking for an all-in-one CRM. The price starts at $12 per month per user.
The plan includes 46 apps, 75 workflows, third-party integrations, 25 custom dashboards, 150 custom fields, and 24/7 support. A free trial is available
Ultimate
This one is for large teams that require integrations and automation. It is priced at $20 per month per user.
It includes 350 custom fields, 50 custom dashboards, 150 workflows, third-party integrations, and 24/7 customer support. A free trial is available.
Enterprise
As the name suggests, this plan is for enterprise organizations that need complex integrations. The pricing is not disclosed on the website. You will have to contact the company to learn about the price of the plan based on your business needs.
it includes 65 apps, 300 workflows, 500 custom fields, 100 custom dashboards, custom integrations, account manager, SLA, and 24/7 support. The free trial version of this plan is not available.
Apptivo login
Follow these steps to log into your Apptivo account:
- Browse https://www.apptivo.com/answers/login/
- Enter your email address and password
- Hit Login
And now you will be taken to your account’s dashboard.
Key features of apptivo
Here are some of the features of this app that deserves your attention:
Timely project completion
This software lets you set task milestones and track them to check how the project is progressing. You can also view the milestones and identify the tasks that are causing project delays.
Stay informed
Your team members can view the project, its information and view any other updates from a central location. You and your teammates will always stay on top of all projects and not miss anything by setting project alerts.
Track the KPIs
Use the built-in reports and create custom reports for summarizing the key metrics and offer project insights.
You can also create reports on each employee for pulling data about their working hours, project activities, project hours, and more. All this information can be exported with a single clock for sharing the reports externally.
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Customization
You can even customize the dashboard by using the drag and drop interface and make the layout better or more interesting based on your needs. This can be done by configuring the settings and building custom views of the data available.
Subprojects
When you are working on a complex project, to make it more manageable, the Apptivo app lets you break it down into small pieces so that you can set task priorities and have the project completed ASAP.
Mobile versions
Apptivo’s mobile app is available for Android and iOS so that you can keep track of your projects and stay connected with your team even on the go.
Benefits of the Apptivo app
Apptivo is one of the apps that allows you to control all your business processes in a single ecosystem. Have a look at some of the benefits of this CRM:
Progressive data flow
Apptivo is a connected CRM that lets automatically passes the data generated from sales CRM to the projects. This makes it easier to deliver the project, respond to emails and generate invoices and answer customer queries.
Team collaboration
With Apptivo arranges the information in such a form that makes it easier for your team members to collaborate and communicate with each other. All your divisions will be on the same page so that you stay on top of the project. You will always deliver high-quality services to your customers.
It’s cost-effective
All the best features of this CRM software come at a price that is affordable for businesses of all sizes.
Personalized customer experience
Apptivo lets you distinguish customer experience for distinguishing your businesses from the rest. It gives you the opportunity to enhance customer relations and improve business activities by offering a customized experience.
You can also write HTML email designs to handle the questions of your customers in a personalized way. Did you know that you can also sign and archive documents through the app. with its helpdesk app you can handle customer complaints quickly and even take customer feedback.
Apptivo vs Zoho
Apptivo calls itself the best alternative to the Zoho CRM. It provides an affordable solution for small businesses for collaborating with their partners, vendors, and customers.
Zoho’s starting from $12 per user per month. This CRM comes with features such as knowledge base, customer support tracking, customer database, campaign management, billing or invoicing, and more. Here are some reasons that explain why Apptivo is better than Zoho:
All in one
This powerful business management platform comes with all the best features in a single platform.
Seamless integrate
The Apptivo integrates with all your favorite apps seamlessly
Amazing support
Apptivo offers email, chat, and call support. No matter what plan you choose, 24/7 support comes with all plans
Simple to use
This CRM software is easy to use. Its mobile version is also available. It’s quite easy to implement.
Apptivo project management
Apptivo’s project management app helps collaborate with your team and improve the efficiency of operations. This app has everything you need for tracking the projects you are working on from scratch to finish. This app also lets you create, share and collaborate on project activities.
Using this project management, you can plan and communicate with your team, fix the rates of the project, share documents, and exchange views among your team members. Here are some of the features of this app:
Time tracking
You record the time spent on each project as well as different tasks. The integrated time management lets you record time, generate timesheets and submit them for approval.
Project billing
Choose from different billing methods such as an hourly basis or a flat rate. The app allows you to generate an invoice with a few clicks and email it to the right person.
Project reports
All it takes is one click for generating reports. These reports show the project process, budget, time, and other details.
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Customizable Views
Generate customizable views to view the status of the projects and keep track of your projects.
Apptivo user interface
When you land into the app’s dashboard, the interface will look similar to Google Drive. You might find its interface challenging compared to other CRMs. however, it’s well-designed and highly institutive.
Take the Agenda page for instance. It sports clean text and icons. The layout is very easy to understand. The calendar shows the daily agenda, framed by shortcut buttons. Other features in the app include real estate brokers, financial advisors, sales teams, and more.
What is easier to set up Salesforce or Apptivo?
Apptivo is much easier to set up compared to Salesforce.
Apptivo How to Prevent Duplicates?
You can prevent duplicate contacts when entering new ones. For that, you must configure the settings. Follow these steps for defining the criterion:
- Log into your account and choose the customers app from the navigation bar
- Click on more and choose settings at the header bar
- Choose general >> duplication rules
- Toggle on for defining the criteria
- You can either flag the duplication or prevent duplication automatically
- Select the create button
Now enter these names:
- Add the criterion in the field rule name
- Define the matching rules
- Choose the attributes
- Enter the fuzzy logic and exact logic
- Click the Update button
- You have now specified the duplication criteria.
Takeaways
Apptivo project management solution comes with all the great features a business needs whether it’s project management, CRM, invoicing, or more. This cloud solution is adjustable for any business.
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