Product Overview of Apptivo
Apptivo is a comprehensive, cloud-based suite of business applications designed to cater to the diverse needs of small businesses and other Small to Medium-sized Enterprises (SMEs). This all-in-one toolkit integrates a wide range of functionalities to streamline various business operations, including customer relationship management (CRM), sales, marketing, project management, and ecommerce.
Key Features and Functionality
Customer Relationship Management (CRM)
Apptivo’s CRM solution is at the core of its offerings. It includes robust contact management, lead capture from emails or web forms, and tools to convert contacts into leads and paying customers. The CRM also features duplication rules to maintain data integrity and customizable contact lists.
Sales and Marketing
Apptivo offers advanced sales tools such as lead qualification and assignment, round robin lead distribution, and territory management. These features help in segmenting and assigning leads efficiently, ensuring balanced lead allocation and higher conversion rates. For marketing, Apptivo provides campaign management with templates and themes to create visually appealing campaigns, as well as email marketing capabilities.
Project Management
The platform includes project management tools that enable users to manage projects from start to finish. This involves creating and assigning tasks, tracking progress, and automating workflows to reduce manual effort.
Invoicing and Financial Management
Apptivo has a robust invoicing system that includes features such as expense reports, estimate calculators, credit notes, and payment tracking. It also supports integration with financial tools like QuickBooks, making financial management more efficient.
Supply Chain and Shipment Management
The platform offers solid supply chain tools that connect distributors directly with customers. It includes features for managing sales orders, payment processing, and shipment transactions, all triggered by automated workflows.
Competitor Management
Apptivo stands out with its competitor management feature, which allows users to track competitors, lost deals, and the reasons behind them. This helps in strategizing and improving sales strategies.
Mobile Applications
Apptivo provides a mobile app that mirrors the functionality of its web application. Users can manage leads, customer support, send invoices, and track field trips on the go. The app offers a 360° view of customer activities, payment details, and business information, ensuring seamless customer service.
Integrations and Customizations
Apptivo supports integrations with various third-party applications such as Dropbox, PayPal, Slack, and G Suite. It also offers a developer API and custom attributes, allowing for extensive customization to fit specific business needs. The platform features drag-and-drop PDF templates and conversion flows between apps, enhancing user efficiency.
Reporting and Analytics
Users can automate schedule reports to generate insights on business performance, opportunities, and deal progress. These reports can be customized and generated at various intervals (weekly, biweekly, monthly, etc.) to keep the sales team updated.
Pricing and Plans
Apptivo offers several pricing plans, including a free version (Starter) for one user with limited features, and paid plans such as Lite, Premium, and Ultimate. The Enterprise plan is customized and requires a direct quote from Apptivo. Each plan varies in the number of apps, custom fields, workflows, and support offered.
In summary, Apptivo is a versatile and integrated business solution that simplifies and streamlines various aspects of business operations, making it an ideal choice for SMEs looking to enhance their efficiency, productivity, and customer engagement.