Home CRM Apptivo Apptivo Alternatives
Top 43 Apptivo Alternatives : 2025
Signable
Electronic Signature provider
Signable is an e-Signature platform helping businesses to get contracts and documents signed in minutes. It helps to acquire customers and enhance customer relationships. Signable takes just ...
Signable ensures online e-sign can work from anywhere and on any device that saves time and money. Its support of different languages, document tracking and integrating with a variety of tools makes it easier to use an e-signature in day to day business.
Less Annoying CRM
Simple Contact Management for Small Business
Less annoying is a CRM tool designed for small businesses to help manage contacts, track leads, and follow-ups. The platform helps in contact management by offering a single screen to access ...
The platform is hosted on cloud, making it easy to access information from any device without syncing or installing. Also, it automatically installs updates.
Formstack Documents
Document Generation & Automation | Formstack
Formstack transforms data into documents that can be sent anywhere. Document automation tools are offered for efficient document generation.
monday sales CRM
The Sales CRM Software to fit the Sales Cycle
monday Sales CRM is a CRM tool that aids in gaining visibility into the sales pipeline in order to increase productivity. It centrally tracks and manages all aspects of the sales cycle, customer data, and more. ...
monday Sales CRM can easily tailor the CRM software to fit the sales cycle without the need for development assistance. By integrating email, it is possible to communicate more effectively with contacts while also saving time by automating sales processes.
Some of its features are email sync and tracking, activity management and tracking, sales forecasting, import data and merge duplicate data, lead capturing and so on.
ClickUp
One app to replace tasks, docs, chat, goals, & more
ClickUp is a customizable productivity platform that replaces other workplace apps for all users and all departments in an organization. It offers docs, reminders, goals, calendars, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate. ...
ClickUp gives flexibility and control to organize everything from small teams to enterprise companies. It helps to tackle work from any angle with 15+ powerful views. Easily customized to manage any type of project, no code or add-ons required. Collaborate on product ideas, document bugs, or jot down meeting minutes with ClickUp Docs. Edit in real-time and keep everyone up-to-date with a visual knowledge base. Set goals, track progress, and manage resources more effectively with powerful reporting features along with Global Time Tracking, Time Estimates, and time Reporting.
Some of its features include creating tasks for anything in ClickUp, customized project management, viewing tasks in Google sheets, sending and receiving emails directly within ClickUp, scheduling the team and syncing in real-time with Google, Outlook and Apple. Goal tracking, time tracking and more.
Housecall Pro
Housecall Pro features - Online booking, Schedule ...
Housecall Pro automates back-office work, saving 15 hours weekly. It simplifies job scheduling, customer communication, online booking, and estimates.
Freshsales
AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure
Freshsales is a customer relationship management (CRM) software by Freshworks designed for high-velocity sales teams to attract leads, engage across multiple touchpoints, close deals and nurture relationships. ...
The key features of the software include Built-in email and phone, AI-based lead scoring, Workflow automation, Visual sales pipeline and actionable insights. The software is available in more than 30 languages, supports multiple currencies and hosts over 75 apps that can be seamlessly integrated with it to enhance productivity.
Freshsales automatically captures all the website traffic as leads, cluster them based on their web activity and assigns to the relevant salesperson. It collects data and segments activities based on a contact’s behavior and runs analytics to give a 360 degree customer view.
Vtiger Sales CRM
Vtiger CRM | Sell. Effortlessly, Close more deals, boost sales team productivity, and reduce time to make a sale
Vtiger’s sales CRM software allows the sales team to close more deals, boost team productivity and reduce time on every deal. It helps to increase conversion rate, boost revenue and grow renewal rates. ...
It features contact management, opportunity management, scheduling appointments, pre-built forecasts, automated workflows, email marketing, sales insights, reporting, collaboration and mobile apps.
It captures leads and sales enquiries from media channels, phone calls and trade fairs. It automatically assigns leads to reps based on different criteria and provides tools to pursue follow-ups. It analyses campaign performance to improve targeting and offers forecasting and deeper insights on open deals.
ServiceM8
Field Service Software
ServiceM8 simplifies job management from customer calls to invoicing and payment. Staff and clients are efficiently handled through estimates, scheduling, and on-site services.
BlueFolder
BlueFolder - Field Service and CMMS software - BlueFolder
BlueFolder offers simplified field service management software for work order tracking, service dispatch, scheduling, asset management, and billing. Efficient operations and streamlined processes are ensured. ...
Salesmate Sales CRM
Sales CRM Software for Growing Sales Teams
Salesmate is a sales CRM platform that enriches customer interactions, boosts sales productivity and helps win more deals. It helps to manage sales & revenue, save time and acquire new customers. ...
Salesmate is an intelligent sales CRM which helps sales reps to be more productive, increase their sales and engage deeply with their customers. Salesmate helps businesses close more deals faster.
Salesmate easily captures contacts, enrich them, track all conversations and activities, and have informed conversations with better insights, uses sales activity tracker to plan ahead, track activities and automate sales process steps. It improves on entire sales funnel by using interactive, pre-built, and customizable sales reports. These features help Salesmate in converting the team into a top-selling squad.
YetiForce CRM
An open source application that is constantly being improved
Apptivo and YetiForce CRM cater to CRM solutions with distinct features highlighting their unique operational advantages. Apptivo excels in integrating extensive capabilities for large-scale enterprises, offering comprehensive vendor support. Its standout features include robust integration and custom reports, appealing to industries like research and publishing. YetiForce CRM, while limited in scope compared to Apptivo, targets specific sectors such as IT and marketing, focusing on efficiency, security, and smaller enterprise needs. It offers essential support via various channels, albeit at a more modest level. ...
SalesNOW
The Mobile & Online CRM to Know the Customers Inside and Out
SalesNOW is an online and mobile customer relationship management (CRM) tool for sales representatives, sales teams, and customer support. SalesNOW gives management insight into who is doing what and how effectively sales reps are performing on the road. It also lessens the reporting burden by providing quick access to activity and sales-related graphical and excel-based data. ...
SalesNOW is a powerful and user-friendly sales force automation tool that includes contact management, business monitoring, and lead management, managed by sales teams, management, and executives. It has real-time access to customer information and the ability to stay connected with the sales teams which helps to build better relationships and help to manage the business more effectively.
Its features are - Document Management, Email Marketing, Sales Forecasting, Lead Management, Contact Management, Commission management, Customer Database, Field Sales Management, Referral Tracking, Sales Collaboration and more.
BenchmarkONE
Sales and marketing software for small businesses and marketing agencies
BenchmarkONE is an integrated marketing automation and CRM platform that aims to help users more effectively track and maintain both prospective and existing customers. It helps agencies and small business owners propel relationships into sales with all-in-one CRM and marketing automation. BenchmarkONE is designed for a wide range of businesses, including teams in advertising, consulting, hospitality, real estate and more. ...
BenchmarkONE integrated solution offers combined sales automation, marketing automation and email marketing features. With CRM, email marketing, and marketing automation tools all in one app, users can drive more business, organize contacts, boost response rates, and see their progress at a glance. BenchmarkONE’s CRM is a simple alternative to expensive, bloated sales software. BenchmarkONE’s email marketing tools integrate with CRM for data that tells a more complete story about your contacts. Picks up the slack in business processes with marketing automation. BenchmarkONE includes features to help users more effectively maintain and track both prospective and existing clients.
Copper
CRM Software Built for Google & G-Suite
Copper is a CRM software for small, mid-sized and enterprise companies to manage sales leads to improve customer relationship and grow business. The CRM is built on G Suite, enabling users to integrate all information associated with G Suite is made accessible from one place. ...
It is primarily used to improve sales productivity, collaborate and manage tasks efficiently and integrate with all G Suite products
Sales productivity features include lead management, contact management, visual pipeline management. Task management includes ready-to-use e-mail templates, e-mail sync and notifications. Collaboration tools include workflow automation with integration options available
BUSINESSNEXT (formerly CRMNEXT)
The #1 CRM For Banking And Insurance
BUSINESSNEXT is a cloud-native, platform-as-a-service universe designed to speed the digital transformation of banking, insurance, and financial organizations. BUSINESSNEXT is an AI-powered ...
Pipedrive
Sales CRM & Pipeline Management Software
Pipedrive is a sales management CRM tool designed for the sales and marketing professionals to help them handle all the admin related tasks and focus only towards boosting sales. The platform is ...
The AI powered sales assist feature inbuilt in the tool provides personalized inputs on performance, automation recommendations and trend charts. To help reflect on the sales process, the UI of the tool offers customization of workflows using drag-and-drop interface.
Hubspot Sales Hub
Fully featured Sales CRM and Sales Engagement Software
HubSpot sales hub is a sales service platform for sales teams which helps them to get all sales activities organized in one place. Using Hubspot sales teams can get lead notifications, automate tracking of all sales interactions. ...
It provides automated workflows for outreach, ability to create and share email templates, follow up with prospects, set up meetings with prospects, deal management and helps in tracking sales pipeline.
It uses several state-of-the-art technologies such as email sequencing, playbooks, inbox profiling, email tracking etc. to provide capabilities for sales pipeline management.
DonorPerfect Fundraising Software
Fundraising Management Activities in DonorPerfect
DonorPerfect Fundraising Software is a full-featured donor management CRM that empowers to achieve the goals of an organization helping them raise money, save time, and grow their community of supporters using smart fundraising solutions and data-driven best practices. It helps to organize the efforts, reduce administrative tasks, and pinpoint the success of every fundraising event hosted. ...
DonorPerfect makes it easy to get the word out and personalize messages about the cause which helps to stay in touch with donors and promote continued support. It helps to grow the database of donors, increase giving, and retain donors year after year. DonorPerfect keeps track of all the constituent contacts by storing detailed information.
DonorPerfect’s Growth Tracks focus on Online Fundraising, Crowdfunding, Donor Retention, Event Management, Donor Prospect Research and many other areas that are key to nonprofit fundraising success.
Salesboom Cloud CRM
Customizable Cloud based CRM Software
Salesboom Cloud CRM is a customizable web-based CRM software that helps unify the strategic sales, marketing, customer service, and much more all in one user-friendly platform. It helps to increase sales and revenue and improve ROI. ...
Salesboom Cloud CRM customers benefit from the Cloud CRM Software system development to leverage the custom Cloud CRM Applications online software workflow on-demand platform to create the most customized and integrated customer-facing and back-office solutions, specific to their needs. It provides the Cloud CRM tools for customer relationship management, which helps to grow one customer at a time.
Some of Cloud CRM features include customized platform, workflow automation, website integration, document management, profile-based security and more.
Spotler CRM
The CRM That Grows With Your Business
Really Simple Systems CRM includes all essential sales and marketing features in an easy-to-use platform. Spotler CRM offers a powerful and integrated solution.
Salesforce CRM
Customer Relationship Management solution that brings companies and customers together
Salesforce CRM is a cloud-based customer relationship management (CRM) software that helps businesses connect with and get more information about their customer base. It helps marketing, sales, commerce, service and IT teams work as one from anywhere to keep the customers happy everywhere. ...
Salesforce CRM a hassle-free contact management by giving access to critical data of the customers and interaction history. It gives a complete customer picture including insights and engage-enhancement strategies. Users can use the social data of the customers for a deeper understanding of their particular behavior regarding any product or service.
Cloud-based contact management enables collaboration in the organization. Share insights and important documents to create a knowledge-sharing workplace. It traces the movement of the deals by accessing all the contact data.
Claritysoft CRM
CRM Software for Customer Relationship Management
Apptivo and Claritysoft CRM are both robust CRM solutions, each tailored for distinct operational landscapes. Apptivo excels in large-scale enterprise environments, offering advanced communication and sales management features. In contrast, Claritysoft CRM caters to smaller enterprises and specific industries like marketing and IT, focusing on ease of use and stakeholder engagement. Both solutions offer comprehensive support options, ensuring effective integration into varied business processes. ...
HubSpot CRM
For Sales Leaders
HubSpot a free CRM platform with full suite of sales productivity tools to sell more in an efficient manner. It provides full visibility to sales pipeline in real-time. It benefits sales leaders, sales reps, marketers, customer service teams, operations team, and business owners. It helps to acquire customers, manage customer relationships and increase sales and revenue. ...
HubSpot CRM provides near real-time view of sales pipeline in a easy-to-use visual dashboard. It helps sales leaders manage performance of their team members, get visibility on quota attainment, and provides all performance data to coach the sales team members. It enables sales and marketing teams with tools to increase productivity and get all the tracking, reporting, and third-party integrations required with less work and remove friction from the sales process.
Some of its features include email tracking and notifications, email templates and scheduling, Gmail and Outlook integration, meeting scheduling, company insights, contact management, and many more.
Pipeline CRM
Sales Pipeline Enablement Platform
Pipeline CRM is a sales pipeline enablement CRM platform designed for sales teams to help enhance and boost sales. The primary solutions offered by the platform include Sales pipeline ...
The platform tracks every deal and shares the account lists with the employees to help them achieve their targets. Also, it gives full visibility on customer accounts both pre- and post-sales so that the team can manage key deliverables, milestones, project details, and deadlines.
GreenRope
CRM with Marketing Automation for maximum growth and efficiency
GreenRope is a CRM that includes Marketing Automation platform that provides powerful and easy to use marketing automation, email marketing, and social media integration. It helps to increase sales and revenue and acquire customers. ...
GreenRope is the all-in-one CRM that accelerates growth by increasing awareness, generating leads, and driving conversions. Users can leverage advanced automation, predictive analytics, and artificial intelligence (AI) with an intuitive, easy-to-use interface.
GreenRope's features are built to help communicate with leads and clients. Some of the tools that help to engage the contacts include GreenRope’s Marketing that helps to bring omnichannel experiences to leads and customers right from email marketing and lead nurturing to websites, landing pages, social media management, and more. Its sales software has the tools needed to develop stronger relationships with leads and clients and most importantly, close more deals. GreenRope’s Operations help to run and manage a business while bringing in the components required from sales and marketing. It provides marketing and sales personnel the additional data they need to bring in leads and convert them into loyal customers.
Salesforce Sales Cloud
Sales Performance Management Software
Salesforce sales cloud is a customer relationship management and automation platform for sales teams to convert leads, close deals and understand the health of entire business in both B2B as well as B2C contexts. ...
It brings all the customer and prospect information together in an integrated platform, provides access to thousands of applications through its AppExchange marketplace and allows users to share information or ask questions using a real time collaboration feature with primary contact, opportunity, lead and data management, workflows for approval processes, sales forecasting, file sync and share and dashboards and reporting.
It provides AI driven insights from popular social media sites such as Facebook, Twitter, LinkedIn within the platform for account and contact management. It provides automatic lead scoring and routing for leads management and It automatically updates and enriches the account, contact and lead data that drives most important sales and marketing processes using AI.
workbooks.com
Workbooks | A platform to manage your business, designed and priced for the mid-market
Workbooks.com is a cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. It helps small and midsize businesses to improve their business strategies and customer services. ...
Workbooks.com provides order management and fulfillment, invoicing and supplier management through data processing, enabling organizations to differentiate against the competition and run their business smoothly. Workbooks joins up the entire organisation around data and processes - promoting teamwork and collaboration, provides a single 360° view of customers, and the information is accessible anytime, anywhere.
Workbooks features include Marketing, Sales, Order processing, and Customer Service. It helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management. Customers see their productivity increased, their operations streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.
Kickserv
#1 Rated Field Service Management Software
Kickserv field service management software manages jobs, customers, communication, and payments for home service businesses. Efficient organization and streamlined operations are provided.
ClientLook
Commercial real estate CRM
ClientLook is a hassle-free all-in-one commercial real estate CRM that helps to build better relationships and close more deals. It helps to acquire customers and grow market share. ClientLook ...
Its features include contact management, property tracking, deal-making, client collaboration, email integration, online lead capture, and many more.
Vtiger all-in-one CRM
Provide a seamless customer experience across marketing, sales, and customer support
Vtiger’s All-in-one CRM platform provides a seamless customer experience and helps to increase engagement, sell more and grow brand loyalty. It is built for enterprises looking to provide a great customer experience throughout the entire customer journey. ...
Its primary features include email marketing, customer portal, sales forecasts, workflow automation, inventory management, insights and integrations. This allows to boost revenue, increase conversion rate and efficiency, sales productivity growth, increase in CAGR and SLA fulfillment.
It provides 360 degree historical view of every contact. It supports multi channel communication. It offers marketing campaigns to attract and engage customers and also allows to measure campaign performance and profitability. It provides powerful tools to manage projects and to track inventory and services.
Zendesk Sell
Enhance productivity, processes, and pipeline visibility for sales teams
Zendesk Sell and Apptivo cater to distinct CRM needs, each offering unique features and capabilities. Zendesk Sell excels in communication and engagement for large enterprises, facilitating sales growth and relationship management. It supports robust vendor interaction with round-the-clock service. Apptivo, on the other hand, supports helpdesk and workflow management, appealing to diverse industries like Research and Publishing with flexible support options. Both have strong integration features but target slightly different business goals and user segments. ...
Agile CRM
Automate your sales, marketing, and service in one platform
Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution. ...
Agile CRM offers a massive set of features including project management, contact management, scheduling, sales and marketing automation, customer service, email tracking, landing pages, and social media marketing to name a few. With Agile CRM, users have a unified platform that puts all the information as well as people on a single page, streamlining their tasks, enhances communication and collaboration, and greatly improves productivity and output both at individual and collective levels.
Agile CRM centralizes real-time customer data, making it readily accessible and actionable across all teams. It supports full telephony integration alongside marketing support for sending email newsletters, social campaigns and SMS texts. Agile CRM automates web engagement with customer-conscious messages, pop ups, offers, surveys and signup forms.
Bigcontacts CRM
BIGContacts | CRM and email marketing app for small businesses
Bigcontacts is a CRM and Marketing Automation tool that organizes communication with customers & prospects to grow business. It helps to capture more leads, more sales and retain customers. ...
Bigcontacts CRM helps to streamline lead to revenue strategy to ensure sales and marketing are working toward revenue as a common goal.
Managing prospects and customer relationships is by keeping track of all contacts, calendars and tasks in one platform. All communications with contacts can easily be captured and stored with Bigcontacts including notes, calls, meetings, tasks, files, photos, sales opportunities and all email communication. Bigcontacts gives real visibility into how engaged the contacts are with the emails sent to them on a day-to-day basis.
mHelpDesk
mHelpDesk Field Service Management Software
mHelpDesk Field Service Management Software offers scheduling, dispatch, billing, inventory management, and payment processing. Various field service operations are streamlined efficiently.
Efficy CRM
Online CRM which organises the management of your business activity and your customer service
Efficy CRM is a CRM solution covering Customer Relationship management across all customer touch points such as Sales, Marketing, Customer Service. It provides customised CRM solutions for each industry sector spanning across Non-profit organizations, Bank & Insurance, Healthcare, Tourism, Retail and more. ...
Efficy provides the tools to convert customer data into customer knowledge and provides customizable solutions that can be configured easily to work with the existing processes in the organization.
Efficy provides CRM tools that enhance the Sales team productivity such as customer database, business activity monitoring, offers portfolio etc., with an always-on 360 degree view of customer proposals and prospects. CRM for Marketing provides tools to launch email campaigns, analyse results and web traffic to provide insights for segmentation and sending out customised and targeted messages based on segment.
Zoho CRM
Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are
Zoho CRM is a relationship management tool designed for the sales and marketing professionals to help them garner more leads, interact & engage with consumers, and boost both sales and revenue. ...
Zoho CRM offers integration with third party tools like Google Ad, DocuSign, MailChimp, LinkedIn Sales Navigator, etc. Using these integrations, it allows comparison of campaigns against sales helping to monitor spending and identifies campaign success.
Insightly CRM
CRM Software for Gmail, G Suite and Outlook.
Insightly is a customer relationship management (CRM) tool designed for marketing, Sales, and Project Management professionals to assist in complex sales and marketing campaigns. The platform ...
The software provides Gmail and Outlook plugins, and tools that helps to integrate with other systems. The marketing campaign effectiveness can be measured using segmenting and speaking with the audiences, sharing content on every interaction and utilizing the customizable dashboard. The business processes can be streamlined further with the help of custom objects and apps.
SAP Service Cloud
Service Cloud with experiences and resolutions across channels.
SAP Service Cloud is a Software Solution for Enterprises and SMEs empowering service teams to deliver fast and personalized customer service and increase service efficiency connecting customer contacts from different channels in one solution to enable a consistent service experience across any contact channel. It helps to reduce customer churn and increase loyalty, increase customer service profitability, and improve employee satisfaction and performance. ...
SAP Service Cloud Service analytics and dashboards monitor and adapt service performance with embedded reports and analytics, measure the customer experience with experience management solutions and to improve customer experiences and monitor the results. The agent desktop gives service reps a single view of customers and access to the right knowledge and information to improve employee engagement and first-contact resolution. The ticket and case management function can help the service teams efficiently solve customer tickets. Intelligent technologies automate ticket categorization and support service teams with solution recommendations and sentiment analysis.
It provides frictionless omnichannel service managing all customer contacts in the same interface and provides a smooth experience across all customer contact channels, solves customer issues quickly by accelerating ticket classification and resolution with machine learning, increases customer service process efficiencies by automating routine tasks with machine learning and cutting average handling times with intuitive agent tools.
ConnectWise Manage
Business Management Software | ConnectWise Manage Business ...
ConnectWise Manage helps users manage customer service agreements, automate recurring invoices and document agreements in a central storage location. It caters to small and midsize businesses and can also be deployed on-premises. ...
The workflow rules defined in ConnectWise Manage cover all areas of the business, from sending targeted marketing campaigns, to tracking service delivery through service level agreements, to invoice creation and financial management. The app can be used for help desk and ticket management, project management, time tracking, customer relationship management, cloud application management, monitoring and billing, technician dispatching, asset tracking, billing and invoicing, procurement, inventory management and more.
ConnectWise Manage offers a solution to streamline IT, with automation options for incident management, availability management, request management, service-level management, service reporting, service asset and configuration management, and knowledge management. The customizable dashboards and reporting tools give detailed insight into all your most critical KPIs. ConnectWise Manage also comes as a mobile app for dealing with service requests and access data on-the-go.
Sage CRM
Top-rated cloud financial management
Sage CRM is a cloud-based customer relationship management solution that helps businesses optimize the customer experience by offering tools to manage new and existing client relationships. It helps to enhance customer relationships and acquire customers. ...
Sage CRM accelerates response time to customer inquiries with accurate information related to project costing and pricing. It provides time and expenses tracking through mobile devices to get real-time insight on tasks completed, improve accounting processes with automated creation of customer invoices, revenue recognition entries, and budget adjustments, simplify project management and ensure accurate tracking to optimize profitability and keep projects on schedule.
Sage CRM helps to gain reliable insight where the business stands and act, understand customers better to improve customer retention and drive revenue growth, collaborate effectively to be productive and efficient, and accelerate team performance.
Maximizer CRM
SALES CRM SOFTWARE - PIPELINE MANAGEMENT
Maximizer CRM and Apptivo cater to CRM needs with distinct strengths. Maximizer CRM excels in data handling and large enterprise support, ideal for industries like construction. In contrast, Apptivo offers robust integration and workflow management, appealing to research and insurance sectors. Each product presents unique capabilities and support structures to enhance customer relationships and streamline operations. ...
