What Is Apptivo?
Apptivo is an advanced integrated software tailored to accelerate business growth for small and medium-sized companies. Specializing in customer relationship management (CRM), project management, and invoicing, Apptivo offers a comprehensive suite of applications to streamline operations and boost efficiency.
Trusted by over 200,000 companies across 194 countries, Apptivo prioritizes data privacy and security, holding SSAE18 SOC2 Type II certification. Featuring customizable fields, workflows, dashboards, and third-party service integrations, Apptivo aims to simplify business processes through a powerful yet user-friendly platform.
What Is Apptivo Best For?
Apptivo stands out primarily for its robust customer relationship management (CRM) system. This all-in-one CRM solution is designed to help multi-sized businesses manage customer interactions more efficiently, while also integrating project management, invoicing, and more. With customizable workflows and real-time data access, Apptivo CRM helps businesses streamline their operations and improve customer relationships, making it a top choice for those looking to enhance growth and productivity.
Apptivo Pricing
Customizable pricing options make Apptivo a fit for organizations across different scales.
- Lite: $20 per user per month
- Premium: $30 per user per month
- Ultimate: $50 per user per month
- Enterprise: Custom pricing
Disclaimer: The pricing is subject to change.
Apptivo Integrations
Apptivo offers integration with leading third-party platforms like:
- Quickbooks
- Xero
- Authorize. Net
- Bank accounts
- PayPal
How Does Apptivo Work?
Here's a step-by-step guide to getting started with Apptivo:
- Register for Apptivo and create your account
- Select a plan that best suits your business needs, considering your team size and required features
- Customize your settings, such as setting up user permissions, custom fields, workflows, and dashboards
- Connect tools such as QuickBooks, Google Calendar, PayPal, and more to streamline operations
- Import your existing data into Apptivo for a smooth transition
Sign up for a
Apptivo demo to learn more about its tools and capabilities.
Who Is Apptivo For?
The software serves diverse sectors, including:
- Travel and hospitality
- Real estate
- Retail and wholesale
- Manufacturing
- Utility and energy
Is Apptivo Right For You?
If security and scalability are your top priorities, Apptivo is a solution to consider. Apptivo holds the SSAE18 SOC2 Type II certification, ensuring your data is handled with the highest privacy and security standards globally. The platform is dedicated to safeguarding your data and prioritizing your privacy.
Apart from its advanced security measures, Apptivo offers a scalable solution that caters to the needs of small, medium, and large organizations. With customizable plans and a variety of apps to choose from, Apptivo provides the flexibility to grow with your business. Additionally, Apptivo has been recognized with awards for its innovative approach, establishing it as a reputable choice in the industry.
Need help deciding if Apptivo is right for you? Contact us at (332) 456-7106 for tailored assistance.
