Apptivo Overview

Apptivo simplifies business operations with its comprehensive management software suite. Business efficiency and growth are boosted through enhanced enterprise management.

Use Cases

Customers recommend Helpdesk Management, Contact List Management, Sales Document Management, as the business use cases that they have been most satisfied with while using Apptivo.

Other use cases:

  • Engagement Management
  • Workflow Management
  • Communication Management
  • Campaign Management
  • Collaboration
  • Lead Management
  • Billing And Invoice Management
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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Apptivo.

Other priorities:

  • Increase Sales & Revenue
  • Improve Internal Communications
  • Enter New Markets Internationally Or Locally
  • Improve Efficiency
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Apptivo Use-Cases and Business Priorities: Customer Satisfaction Data

Apptivo works with different mediums / channels such as E-Mail,

Apptivo's features include Recording, Personalization, Templates, etc.

Reviews

"Terrific system, immensely scalable, a feature list that is endless..." - William Anderson

Apptivo, Vtiger all-in-one CRM, Vtiger Sales CRM, Really Simple Systems CRM, ServiceM8, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Apptivo

Top Industries

  • Research
  • Publishing
  • Insurance

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Apptivo is popular in Research, Publishing, and Insurance and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Apptivo Use Cases

What solutions does Apptivo provide for Helpdesk Management?

Apptivo offers a Help Desk Management system that includes email integration, a web portal, and time tracking. The Help Desk is a feature of a larger suite of business applications, including CRM, project management, and billing. Apptivo's Help Desk has limitations in documentation clarity.
"...Quick support and very helpful...." Peer review by Devraj Tyagi

How can Apptivo optimize your Contact List Management Workflow?

Apptivo's Contact List Management helps you organize and manage your contacts. You can easily add, update, and track customer and contact information. Apptivo's Contact List Management also allows you to create reports and generate opportunities. Apptivo's Contact List Management is a strong contact management system. However, Apptivo's Contact List Management lacks seamless integration between different apps, making it challenging to ensure consistent information across all applications.
"...Strong contact management system is ensured...." Peer review by Adith K., System Administrator, Financial Services

How can Apptivo optimize your Sales Document Management Workflow?

How can Apptivo optimize your Engagement Management Workflow?

How can Apptivo enhance your Workflow Management process?

52+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Apptivo solved their CRM needs. Cuspera uses 3270 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Apptivo testimonial

William Anderson

Terrific system, immensely scalable, a feature list that is endless... Testimonial By William Anderson
Apptivo testimonial

Michael Mazzeo

I'm literally blown away. This is the answer we've all been looking for. Testimonial By Michael Mazzeo
Apptivo testimonial

Gary Best

Very easy to work with and fantastic, quick response on-line customer service chat. Testimonial By Gary Best
CUSTOMERS TESTIMONIALS
Apptivo testimonial

William Anderson

Terrific system, immensely scalable, a feature list that is endless... Testimonial By William Anderson
Apptivo testimonial

Michael Mazzeo

I'm literally blown away. This is the answer we've all been looking for. Testimonial By Michael Mazzeo
Apptivo testimonial

Gary Best

Very easy to work with and fantastic, quick response on-line customer service chat. Testimonial By Gary Best

Case Studies

COMPANY CASE STUDIES
Apptivo case study
Case Study Zeltiq

Zeltiq improves operational efficiency with Apptivo CRM and Finance apps

Read More
Apptivo case study
Case Study CET Color

How CET Color improves business process and support using Apptivo CRM

Read More
Apptivo case study
Case Study Esser Hayes

How Esser Hayes integrates all customer Touch Points for Consistent Service using Apptivo CRM

Read More

Frequently Asked Questions(FAQ)

for Apptivo

What is Apptivo?

Apptivo is a Business Management Software that is used by organizations to experience the power of integrated software. It consists integrated set of apps that include CRM, Project Management, Contract Management, Email Marketing, Help Desk, Invoicing and more. It helps to improve efficiency and enhance customer relationships.

Apptivo integrated suite of apps is used by businesses of all sizes, ranging from just one user to thousands. It provides customizable apps for businesses to enhance collaboration and communication with the customers.

Some of its features include tracking the complete sales process and close more deals from anywhere with the online CRM software, collaborate on tasks, manage timesheets, and log expense reports, billing system to send and receive online payments from anywhere, supply chain management with vendor tracking, purchasing, and inventory and many more.

What is Apptivo used for?

Apptivo is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Helpdesk Management, Contact List Management and Sales Document Management .

What are the top features of Apptivo?

Recording, Personalization and Templates are some of the top features of Apptivo.

Who uses Apptivo?

Apptivo is used by Research, Publishing and Insurance among other industries.

What are Apptivo alternatives?

Vtiger All-In-One CRM, Vtiger Sales CRM, Really Simple Systems CRM and ServiceM8 are popular alternatives for Apptivo.

Where is Apptivo located?

Apptivo is headquartered at 39055 Hastings St, Suite 209, Fremont, California 94538, US.
lightning

Peers used Apptivo for helpdesk management and contact list management

Apptivo Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.88/5

Read Reviews (2)
Analytics

3.83/5

Read Reviews (48)
Custom Reports

3.77/5

Read Reviews (413)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.88/5

Read Reviews (2)
Analytics

3.83/5

Read Reviews (48)
Custom Reports

3.77/5

Read Reviews (413)

Software Failure Risk Guidance

?

for Apptivo

Overall Risk Meter

Low Medium High

Top Failure Risks for Apptivo

Apptivo Profile

Company Name

Apptivo

Company Website

https://www.apptivo.com/

HQ Location

39055 Hastings St, Suite 209, Fremont, California 94538, US

Employees

251-500

Social

Financials

PRIVATE