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 ideal solution for managing various aspects of a business from a single platform.
What Apptivo Does
Apptivo serves as a multifaceted business management tool that integrates several key functions, including:
- Customer Relationship Management (CRM): Apptivo allows businesses to manage contacts, leads, and customer data in a centralized platform. It facilitates lead capture, contact conversion, and lead qualification, helping businesses nurture opportunities and close deals more effectively.
- Marketing Automation: The platform includes tools for campaign management, email marketing, and targeted messaging, enabling marketers to reach wider audiences with precision.
- Sales Process Management: Apptivo streamlines the sales process with features such as opportunity management, quote management, and territory management. It also includes a round robin lead assignment tool to ensure balanced lead allocation.
- Project Management: Users can create collaborative workspaces to plan, track, and deliver projects on time, utilizing tools like milestones and Gantt charts.
- Finance and Commerce: The suite offers robust invoicing capabilities, including expense reports, estimate calculators, credit notes, and payment tracking. It also manages supply chains, shipments, and procurement processes.
Key Features and Functionality
Contact and Lead Management
Apptivo allows for comprehensive contact management, including lead capture from emails or web forms, duplication rules to clean data, and contact conversion to manage the customer lifecycle.
Campaign and Marketing Management
The platform provides tools for creating and managing marketing campaigns, including templates and themes for visually appealing ads, target lists, and email marketing automation.
Project Management
Apptivo enables users to create and manage projects, set reminders, schedule meetings, and track project performance using milestones and Gantt charts.
Invoicing and Financial Management
The suite includes a range of financial tools such as invoicing, expense reports, estimate calculators, and payment tracking. It also handles supply chain management, shipment transactions, and procurement.
Competitor Management
A unique feature of Apptivo is its competitor management tool, which helps businesses track competitors, lost deals, and the reasons behind them. This feature is designed to keep businesses competitive and informed.
Integration and Customization
Apptivo offers robust integration capabilities with other SaaS tools like Dropbox, PayPal, Slack, QuickBooks, and G Suite, especially in its higher-tier plans. It also allows for customization through its Codeless Solution and APIs.
Reporting and Automation
The platform automates workflows and schedules reports, which can be generated weekly, biweekly, monthly, quarterly, or annually. This helps the sales team stay updated on opportunities, deal progress, and performance metrics.
Customer Support
Apptivo includes customer support tools such as case management, where users can manage, assign, and resolve customer cases according to Service Level Agreements (SLAs).
Pricing and Plans
Apptivo offers several pricing plans tailored to different business needs:
- Starter (Free): Limited to 1 user, with access to 8 apps and basic sales tools.
- Lite: $15/user/month (annually) or $20/user/month (monthly), offering 18 apps and more features.
- Premium: $25/user/month (annually) or $30/user/month (monthly), with 46 apps and additional features.
- Ultimate: $40/user/month (annually) or $50/user/month (monthly), including custom branding, data set access, and more.
- Enterprise: Custom pricing for advanced features and a dedicated account manager.
In summary, Apptivo is a versatile and integrated business management solution that simplifies and streamlines various business processes, making it an invaluable tool for SMEs looking to enhance their operational efficiency and growth.