Apptivo CRM Review
Maintaining strong and long-lasting customer relationships is essential to sustaining business growth and profitability in today’s business world. Customer Relationship Management (CRM) systems, such as Apptivo Sales CRM, are compelling because they have various features and functionalities to enhance a company’s sales.
The CRM market has grown from about $13 billion to $48 billion in the past ten years. It’s no wonder why. CRMs use technology to gain insights into customer data to improve customer satisfaction and retention and, ultimately, a business’s productivity.
According to Tech.co, 91% of businesses with more than 11 employees use CRM, and these tools can help boost conversion rates by up to 300%. If you’re looking for a unified CRM platform to streamline your business workflow, Apptivo is an option to consider. This article will extensively explore ApptivoI’s core features, integrations, and pricing to help you determine whether the sales CRM fits your business purpose.
Apptivo CRM Overview
Apptivo is a cloud-based suite of business management applications that caters to the business needs of organizations in various industries. The platform offers a CRM solution, project management, email marketing, and other e-commerce functionalities. The Apptivo tool is highly customizable and suitable for nearly all business types.
The company was founded in 2009 by the current CEO, Bastin Gerald. Gerald believes small businesses can run faster and better with affordable, easy-to-use software solutions. Initially launched to facilitate collaboration with customers and partners, Apptivo’s award-winning CRM platform has since grown substantially.
More than 150,000 companies in up to 194 countries now rely on Apptivo for their CRM, invoicing, communication, and project management needs. Businesses of varying sizes, from just one user to thousands, can now use Apptivo’s integrated suite of apps to manage all customer relations. The software is flexible, unlike other CRMs explicitly designed for a particular business type. Apptivo sales CRM tools are customizable to address the needs of any business type directly.
The company’s primary focus is to provide companies with top-notch applications to enable them to experience the greatness and benefits of 100% communicative and collaborative software. Some companies that trust and use Apptivo CRM include Audi, Sephora, Simsol, and Cheeba Chews.
- Established: 2009
- Founder: Bastin Gerald
- Offices: California, US (Headquarters), Chennai, India, Madurai, India
5 Core Features of Apptivo CRM Software
Expert Opinion
Rating: 4.5/5.0
Apptivo is a powerful tool that works as an all-in-one solution for businesses seeking to upscale operations and do more with less. It begins as a CRM tool but includes many features and functionalities to plan and execute campaign management efforts and streamline the entire sales pipeline.
As a CRM solution, Apptivo can easily compete with other comprehensive CRM software like Salesforce, Pipedrive, and Zoho CRM. First, it scores points for its absolute ease of use and systematic onboarding process to help new users learn to use all its offerings. Because of its intuitive interface, it does not take a lot to set up the software.
Another thing about Apptivo we love is its customization options, making it a one-stop solution for all the possible CRM functions you require. The custom projects are also rapidly implemented, making the platform efficient overall. Apptivo should consider adding new features to inform users when they make new updates. While it’s great that there are constant customization updates, we’d love to know when and which of the updates are new.
Many user reviews recommend Apptivo as an affordable CRM solution compared to many other CRM companies. The Apptivo team provides excellent customer service, contributing to their user experience. The entire support team is helpful, knowledgeable, and easy to reach.
Apptivo CRM’s Notable Features
Apptivo offers several features, making it one of the best CRM tools available today. These core features include the following:
1. Leads Management
To communicate with prospective customers, it’s essential to at least have their basic contact details. However, you may need more information to deliver specific and relevant messages tailored to their needs and preferences. A practical leads management feature can help you gain access to more details like where they work, the company size, their job title, and other GDPR complaint information.
Apptivo’s leads management software enables you to qualify and nurture your leads through a tailored journey toward successful conversions and increased sales. The email lead system enriches your lead database by automatically converting all email inquiries into potential leads. The round-robin assignment feature also enables users to set pre-defined lead allocation conditions based on source, region, and department. This way, you can ensure a fair and balanced lead allocation among team members for efficient follow-ups and increased conversions.
Apptivo’s email templates and sequencing also allow you to deliver personalized messages to clients at optimal times. It provides a unique and efficient approach to nurturing leads and driving conversions. Apptivo also supports leveraging lead insights. With this feature, you can visualize lead data, monitor performance, and make more informed decisions to optimize your conversion strategies.
2. Contact Management
We all know that customers are the foundation of any business. So, an efficient contact management feature is a core CRM functionality. Managing and using prospective and returning customers’ data effectively and in the most productive manner is vital. You can compare contact management to a well-coached football team. Like the coach devises strategies to manage the players, Apptivo’s contact management system helps businesses collect and organize customer data.
It entails not only contact information but also their communication and purchase history, developing a wholesome playbook for your business’s customer interactions. You also receive real-time updates on clients’ information, delete duplicate data, and segment customers based on pre-determined criteria. With Apptivo’s duplication sorting feature, you can say goodbye to redundant data. It automatically identifies and merges duplicate entries, saving valuable time and ensuring data accuracy.
3. Quotes Creation
Another notable feature of the Apptivo app is that it lets you quickly create winning quotes. It offers many customizable templates to make your quotes pop and leave a positive impression on clients. You can quickly create professional quotes, estimates, or proposals and customize them within the CRM to reflect your brand and style.
Reminder automation is also available on the mobile app. This feature helps you send automated reminders to clients about the sent estimates, helping you follow up and ensure the estimates are signed faster. You can also speed up supply chain and approval processes by allowing clients to sign quotes, fostering quick and secure approvals electronically.
The platform has a sales quotation solution where you can automatically set rules to calculate prices, discounts, and even taxes. It lets you customize your tax details effortlessly by tailoring your tax approach to fit your business needs. For context, you can choose between ‘Single rate taxes’ for one tax type or ‘Multi-rate taxes’ for more than one rate.
4. Sales and Opportunity Management
In a CRM system, an opportunity is like a record representing a potential sale. It contains vital details like the sales stage, customer data, activity notes, and expected revenue. Apptivo’s sales and opportunity management feature lets you streamline the sales pipeline, predict revenue, and allocate resources rightfully. It will, in turn, facilitate enhanced customer relationships and optimized sales processes.
Using Apptivo’s CRM, sales managers can successfully manage teams of sales representatives that manage multiple sales pipelines simultaneously. The tool’s 360-degree view functionality gives users a complete view of all the sales planning deals in the pipeline. This visual representation allows you to follow and manage opportunities in real time on the dashboard, reducing the possibility of failed deals.
The workflow automation Apptivo provides can enable you to follow up on reminders and email notifications on calendars and tasks to improve business operational efficiency. You can also schedule regular reports on the platform to stay updated and get timely insights on opportunity progress and sales performance metrics.
5. Invoice Generation
Apptivo’s invoice generation feature has everything you need to cover all aspects of a business billing process. You can generate an invoice in less than 5 seconds with just the click of a button by mapping the content, items, and summary from the created quotes. Apptivo also has intelligent dashboards with centralized reports to help you gain insights into valuable accounting metrics. These may include total received payments, outstanding dues, expense reports, and upcoming payments.
Apptivo also offers integrations with many accounting software programs, like Xero and Quickbooks, to keep your books updated. With integrated payment gateways, customers can pay directly from your invoice. You can also create payment schedules to facilitate each accounting term’s billing process.
Apptivo Integrations
If a company’s CRM solution does not integrate well with other software or programs, it can pose a challenge. Many businesses depend on more than one application to manage their operations. Thankfully, Apptivo Sales CRM offers everything in its single cloud software.
You can easily switch between apps to complete tasks by leveraging the software’s integrations with over 65 applications. For example, Apptivo integrates well with communication tools like Zoom, Teams, Skype, and Slack. Sales reps can connect directly with clients and monitor deals within the platform using these integrations. Similarly, users can sync email providers with Apptivo to receive all emails from a single source.
What’s more? Apptivo integrates smoothly with Google Calendar, enabling sales teams to remain organized by keeping track of daily calls and activities. It helps streamline workflow and ensures you get all critical deadlines and appointments.
Other tools Apptivo CRM offers integrations with include:
- Microsoft Office 36
- Google Forms
- Stripe
- Paypal
- Quickbooks
- Dropbox
- Xero
- Zipmark
- Asterisk
- Fuze
- WordPress
- G Suite
- Nexmo
Apptivo Plans and Pricing
At the time of writing, Apptivo does not offer a free version. However, it does provide a 30-day free trial for its four major pricing models. You can subscribe to any of these paid plans to use Apptivo Sales CRM:
i. Lite Plan
This plan is the cheapest and is suitable for small sales teams seeking to manage deals and send quotes more efficiently. It is billed monthly at $10 per user per month and annually at $8 per user per month. The Lite plan offers:
- 18 apps
- 100 custom fields per app
- 25 workflows
- Eight custom reports and dashboards
- Third-party service integrations
- 24/7 support
ii. Premium Plan
The premium plan is perfect for fast-growing teams that need an all-in-one CRM solution. It is billed monthly at $15 per user per month and annually at $12 per user per month. Apptivo’s premium plan offers:
- 46 apps
- 250 custom fields per app
- 75 workflows
- 25 custom dashboards
- Third-party service integrations
- 24/7 support
iii. Ultimate Plan
The ultimate plan is an excellent option for companies with large teams with intense automation and integration demands. It is billed monthly at $25 per user per month and annually at $20 per user per month. The ultimate plan offers:
- 57 apps
- 350 custom fields per app
- 150 workflows
- 50 custom dashboards
- Third-party service integrations
- 24/7 support
iv. Enterprise Plan
As you can already guess from the name, this plan is best for enterprise organizations with complex integration requirements. This plan has no fixed price. You can contact the company’s sales team for a price quote. The enterprise plan comes with the following:
- 65 apps
- 500 custom fields per app
- 300 workflows
- 100 custom reports and dashboards
- Custom integrations
- 24/7 support + SLA
- Dedicated account manager
Terms and Policies
Apptivo’s terms and policies specify the conditions under which it offers its professional services. These terms guide the use of your data and state all the applicable rules and regulations that users must comply with. Signing up for the platform means you have agreed to the terms of its agreement.
Apptivo values the privacy of its customers, as demonstrated by the company’s accessible privacy policy on its website. The privacy statement describes how the company collects and uses the personal information provided on the website or inside the CRM application.
Information you may need to provide includes your name, email address, phone number, credit card number, and billing address. If you have any questions or concerns regarding the policy and how it affects your data, you can contact Apptivo at privacy@apptivo.com.
Customer support
Apptivo’s customer support and service team is always available. While the type of support you get typically depends on the plan you subscribe to, most plans give you access to 24/7 tech support.
Generally, the Apptivo team offers email, live chat, and phone support. The team is readily available to provide solutions to all your questions and queries. They’re also quite helpful, as they can help you develop and implement your CRM solution according to your preferences.
Self-help is available through onboarding resources, like starter guides, knowledge bases, blogs, and user manuals on the company website. You can access phone support via the number below:
+1 855-345-2777.
You can also find Apptivo online on the following social media platforms:
Facebook: Apptivo
Instagram: @apptivo_crm
Linkedin: Apptivo Inc.
X: @Apptivo
Youtube: Apptivo Inc.
Final Words
It’s no secret that customers can make or break a business. As Sam Walton quotes: “There’s only one boss – the customer, and they can fire everyone in the company, from the chairperson downwards, simply by spending their money elsewhere.” The best CRM software should have features that enable you to improve customer experiences with the business, increase customer retention rates, and ultimately increase revenue.
We have established that Apptivo Sales CRM has the relevant features to help any business achieve its customer and revenue growth goals. It also has a flexible pricing model, so you can choose one that best complements your business model while getting value for money.
You may still need to determine whether Apptivo CRM can provide impressive results for your business. In this case, visit the company’s website. You can schedule a demo or sign up for the 30-day free trial to explore how Sales CRM’s unique offerings can transform your business operations there.
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