Table of Contents
In my experience, Apptivo is a suite of business tools that is hosted in the cloud and is built specifically for use by smaller companies. It has functionality for customer relationship management (CRM), email marketing, project management, and e-commerce. The platform has a clean and simple design, which makes it easy to navigate, and it offers a wide variety of personalization choices. The onboarding process is meant to help new users efficiently utilize the platform’s functions, and the platform itself is extremely user-friendly.
Apptivo can readily compete with other all-in-one CRM solutions like as Insightly, Zoho CRM, Salesforce, HubSpot, and Pipedrive when used as a customer relationship management (CRM) system. This evaluation is based on customer feedback and other web sources, providing helpful insights into the benefits of Apptivo and assisting you in determining whether or not it is the appropriate business solution for your requirements.Lead Management, Users.
Apptivo CRM Specifications
An Apptivo CRM review is important because it tells you a lot about how well the software works for handling relationships with customers and making business processes run more smoothly.
Feature | Description |
---|---|
Unified CRM Platform | Centralized platform for customer data, interactions, and management. |
Customization | Tailoring the CRM to specific business needs. |
App Ecosystem | A wide range of integrated applications for various business functions. |
Scalability | Suitable for small to large businesses. |
Pricing Options | Flexible pricing plans to accommodate different budgets. |
Marketing Automation | Tools for automating marketing campaigns and lead generation. |
HR and Supply Chain Management | Features extending beyond traditional CRM for comprehensive business management. |
Reporting and Analytics | Data insights and reporting tools for decision-making. |
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What is Apptivo CRM?

Apptivo CRM has shown itself to be an effective and adaptable Customer Relationship Management product in my own personal experience using it. My company has profited tremendously from the availability of a unified platform that streamlines and improves the way we engage with our customers. The adaptability it provides, in the form of a user interface that is not only user-friendly but also highly modifiable, is particularly noteworthy.
As a result, I am able to fine-tune it to meet all of my own requirements.The innovative method taken by Apptivo, which is comprised of a collection of apps, covers a broad range of business processes, including the management of leads, the processing of projects, and the creation of invoices, amongst other things. Because of its scalability and flexible price options, it is suited for use by companies of varying sizes and in a variety of fields.
Notably, it goes beyond the typical CRM functionalities by including helpful features for marketing, human resources, financial management, and supply chain management. This is a standout feature. The use of this extensive CRM has made a substantial contribution to the general efficiency of my company.
Apptivo CRM review: Lead Management, Users, and Contacts
As soon as I log into Apptivo, I am presented with a view of the agenda that contains my weekly schedule as well as any tasks that need to be completed. This view is located in a panel to the right. You have the option to switch to a list view or look at your day, week, or month at a glance. This flexibility is available to you. In addition, you have the ability to personalize your task view so that it focuses on today’s tasks.
Tasks that are past due, impending tasks, or activities that you have already finished. Quick links to frequently accessed resources, such as your calendar, tasks, call logs, work queue, follow-ups, emails, and notes, can be found on the left-hand side of the page. You may access any other apps that you’ve integrated by using the drop-down options that are located at the very top.
Apptivo: Key Features

Apptivo, in my experience, provides a CRM system that is both user-friendly and easy to operate thanks to its straightforward layout. It gives you the ability to modify the page layouts as well as the primary menu to fit your preferences. The distinctive architecture of Apptivo is comprised of a selection of applications, with higher-priced plans granting access to a greater number of these applications.
These apps cover a wide range of business administration tasks, including invoicing, lead tracking, and project management. The starting plan contains eight CRM apps, while the enterprise plan extends to 65 apps and encompasses not only CRM but also marketing, HR, finance, and supply chain features. The starter plan is ideal for businesses who are just getting started with CRM. This adaptability meets a wide variety of requirements in the corporate world.
Final Words
From my own experience, Apptivo CRM has made a huge difference in my business. I’ve made changes to the unified platform to make it work better for me, which has made it much easier to deal with customers and run different business processes. It works well for businesses of all sizes because it can be expanded and has a range of pricing choices.
Apptivo is different because it has features that go beyond standard CRM. These features cover marketing, HR, finance, and supply chain management, among others. This all-around approach has made my business much more efficient, productive, and flexible. Apptivo CRM is a great tool for streamlining processes and making sure customers are happy.
Apptivo CRM review: The good and The bad
Apptivo CRM is a customer relationship management solution that meets all of the requirements. Apptivo CRM is distinguished by its powerful features, low cost, and user-friendly design.
The Good
- Unified Platform
- Customization
The Bad
- Learning Curve
Questions and Answers
The founder and current CEO of the company, Bastin Gerald, is of the opinion that when software is reasonably priced and simple to operate, it allows small enterprises to function more quickly, effectively, and inexpensively.
Click on the “More” icon and then click on “Settings” in the app’s top bar. Choose “Customize App” from the drop-down menu and then click on “Associated Objects” on the left side of the screen. To finish, click the “Create” button. The newly formed privilege will now show up in the drop-down menu.