Apptivo Product Overview
Apptivo is a comprehensive, cloud-based suite of integrated business applications designed to cater to the diverse needs of small and medium-sized enterprises (SMEs). This all-in-one toolkit encompasses a wide range of functionalities, making it an indispensable asset for managing various aspects of a business.
What Apptivo Does
Apptivo serves as a central platform for managing customer relationships, sales processes, marketing campaigns, project management, and financial activities. It integrates over 50 different applications, allowing businesses to streamline their operations, enhance efficiency, and improve overall performance.
Key Features and Functionality
Customer Relationship Management (CRM)
- Apptivo includes robust CRM features such as contact management, lead capture, and opportunity management. It enables users to organize contacts, convert leads into customers, and manage the sales pipeline effectively.
Marketing Automation
- The platform offers tools for campaign management and email marketing. Users can create visually appealing campaigns using templates and themes, target specific audiences, and track the effectiveness of their marketing efforts.
Project Management
- Apptivo provides a collaborative workspace for planning, tracking, and delivering projects. Features include creating events, reminders, scheduling meetings, and using milestones and Gantt charts to monitor project performance.
Sales and Quote Management
- The platform includes advanced sales tools such as round robin lead assignment, territory management, and quote management. Users can create custom quotes, manage item catalogs, collect e-signatures, and automate reminder notifications.
Invoicing and Financial Management
- Apptivo offers a comprehensive set of invoicing tools, including expense reports, estimate calculators, credit notes, and payment tracking. It also supports supply chain and shipment management, connecting distributors directly with customers and managing payment transactions.
Competitor Management
- A unique feature of Apptivo is its competitor management tool, which allows users to track competitors, analyze lost deals, and understand the reasons behind them. This helps in strategizing and improving sales tactics.
Knowledge Databases and Support
- The Apptivo Answers app enables users to set up knowledge databases with FAQs, how-tos, and other relevant information. This feature includes instant notifications for new questions and supports SEO optimization.
Integrations and API
- Apptivo supports a wide range of integrations with other SaaS applications such as Dropbox, PayPal, Slack, QuickBooks, and G Suite. These integrations are available in the more advanced pricing plans.
Reporting and Analytics
- The platform allows users to automate schedule reports, which can be generated weekly, biweekly, monthly, quarterly, or annually. These reports provide valuable insights into business metrics, sales performance, and opportunity tracking.
Pricing and Plans
Apptivo offers various pricing plans, including a free version (Starter) for a single user with limited features, and several paid plans (Lite and beyond) that provide additional features and integrations. The pricing is scalable, allowing businesses to choose the plan that best fits their needs and budget.
In summary, Apptivo is a versatile and integrated business solution that simplifies and streamlines various business processes, making it an ideal choice for SMEs looking to enhance their operational efficiency and growth.