Apptivo Overview
This is a summary of the comprehensive capabilities and benefits of Apptivo based on over 3270 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Apptivo, Vtiger all-in-one CRM, Bullhorn ATS & CRM, Vtiger Sales CRM, Really Simple Systems CRM, 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.
Do you need to check if Apptivo is right for your needs? Our Cuspera AI engine can evaluate how Apptivo fits your specific business needs, industry, and context. Get your personalized assessment report today.
Apptivo supports business activities such as:
- Helpdesk Management
- Contact List Management
- Sales Document Management
- Engagement Management
- Workflow Management
Apptivo can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Increase Sales & Revenue, Improve Internal Communications, Enter New Markets Internationally Or Locally, etc. It can help manage these activities if you use E-Mail for these needs. As a solution, Apptivo's capabilities include Recording, Personalization, Templates, etc.
Apptivo Research Vertical is its biggest customer base.
Reviews
"Terrific system, immensely scalable, a feature list that is endless... " - William Anderson
Cuspera Reviews
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.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Apptivo.
Use Cases
Peers recommend Helpdesk Management , Contact List Management , Sales Document Management , as the business use cases that they have been most satisfied while using Apptivo.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Helpdesk Management |
4.80/5 ★ |
"...Get all the following apps in one CRM, Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, Expenses Reports. ..." Distribution Management |
| Contact List Management with E-Mail |
4.07/5 ★ |
"...Users can keep their data and analyze it in a systematic way and manage the contact list with ease...." Column: To boost economic growth, support entrepreneurs - PBS NewsHour |
| creating contact list |
2.94/5 ★ |
"...Unlike Insightly which requires you to export your contacts from Google, then do the field-mapping yourself (for dozens and dozens of exported columns) to target fields in Insightly, Apptivo just imports directly from Google Contacts and even creates Categories that correspond to your contact groups...." Peer review by ilyse kazar |
| contacts history |
4.16/5 ★ |
"...We are a group for 25-35 members and it is a great record of current members; past records; potential members (guests)...." Peer review by Administrator in Internet |
| tracking contacts |
4.16/5 ★ |
"...so we can add features as we go along, and of course the ability to track our contacts, customers, and sales...." Peer review by Ashton B., Technical Consultant, Food & Beverages |
| Sales Document Management with E-Mail |
3.69/5 ★ |
"...To date, our team is better organized, while the reporting system and agreement process save's labor hours & relative cost...." Peer review by Katherine Markham, Hospitality |
| proposal & quote management |
4.19/5 ★ |
"...Deals can now go through different opportunity stages such as nurturing, quoting, follow-up, re-quoted on hold...." Case Study CET Color |
| contract management |
3.44/5 ★ |
"...Manage your Contracts & Proposals with the first eSignature Software that is built on Blockchain Technology...." Digital Signatures - Apptivo |
| digital signature |
2.71/5 ★ |
"...Sign your contracts instantly using the online e-sign feature and close your deals real fast. ..." Contract Management Software |
| PEER EXPERIENCES | |
|---|---|
| Helpdesk Management |
4.80/5 ★ |
"...Get all the following apps in one CRM, Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, Expenses Reports. ..." Distribution Management |
|
| Contact List Management with E-Mail |
4.07/5 ★ |
"...Users can keep their data and analyze it in a systematic way and manage the contact list with ease...." Column: To boost economic growth, support entrepreneurs - PBS NewsHour |
|
| creating contact list |
4.07/5 ★ |
| contacts history |
4.07/5 ★ |
| tracking contacts |
4.07/5 ★ |
| Sales Document Management with E-Mail |
3.69/5 ★ |
"...To date, our team is better organized, while the reporting system and agreement process save's labor hours & relative cost...." Peer review by Katherine Markham, Hospitality |
|
| proposal & quote management |
3.69/5 ★ |
| contract management |
3.69/5 ★ |
| digital signature |
3.69/5 ★ |
52+ more Business Use Cases
Our AI advisor, Wyz, harnessed 3270 insights from peers and experts to help you assess how these Apptivo use cases fit your CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Terrific system, immensely scalable, a feature list that is endless... Testimonial By William Anderson |
|
|
Very easy to work with and fantastic, quick response on-line customer service chat. Testimonial By Gary Best |
|
|
The company culture is much more appreciative of a small business and will treat you with respect and dignity... Testimonial By Garett Fitzpatrick |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
William Anderson |
Terrific system, immensely scalable, a feature list that is endless... Testimonial By William Anderson |
|
Gary Best |
Very easy to work with and fantastic, quick response on-line customer service chat. Testimonial By Gary Best |
|
Garett Fitzpatrick |
The company culture is much more appreciative of a small business and will treat you with respect and dignity... Testimonial By Garett Fitzpatrick |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study DesconRead More |
|
Case Study Esser HayesRead More |
|
Case Study NISIM Steinar InternationalRead More |
Frequently Asked Questions(FAQ)
for Apptivo
What is Apptivo?
What is Apptivo used for?
What are the top features of Apptivo?
Who uses Apptivo?
What are Apptivo alternatives?
Where is Apptivo located?
Popular Business Setting
for Apptivo
Top Industries
- Research
- Publishing
- Insurance
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used Apptivo to Enhance customer relationships and Acquire customers
Apptivo Alternatives
Peer and Expert Opinion on Features
for Apptivo
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (55) |
| Personalization | Read Reviews (51) |
| Templates | Read Reviews (49) |
| Dashboard | Read Reviews (38) |
| Ticketing | Read Reviews (27) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (55) |
| Personalization | Read Reviews (51) |
| Templates | Read Reviews (49) |
| Dashboard | Read Reviews (38) |
| Ticketing | Read Reviews (27) |
IT and Other Capabilities
for Apptivo
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (206) |
| Data Import | Read Reviews (374) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (206) |
| Data Import | Read Reviews (374) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Chat Support | Read Reviews (123) |
| Email Support | Read Reviews (42) |
| Phone Support | Read Reviews (47) |
| 24/7 Support | Read Reviews (668) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Chat Support | Read Reviews (123) |
| Email Support | Read Reviews (42) |
| Phone Support | Read Reviews (47) |
| 24/7 Support | Read Reviews (668) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (2) |
| Analytics | Read Reviews (48) |
| Custom Reports | Read Reviews (413) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (2) |
| Analytics | Read Reviews (48) |
| Custom Reports | Read Reviews (413) |
Software Failure Risk Guidance
?for Apptivo
Overall Risk Meter
Top Failure Risks for Apptivo
Vendor Profile Details
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
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