Apptivo is the all-in-one business management software designed to unify your processes, automate tasks, and provide real-time insights. Perfect for small to medium-sized businesses, Apptivo helps you streamline operations and drive growth.

What is Apptivo?

Apptivo is a comprehensive suite of business management tools tailored for small to medium-sized businesses. It integrates CRM, project management, invoicing, and more into a single platform. This unification eliminates data silos and promotes seamless information flow across departments.

The tool is designed to automate repetitive tasks, reducing manual effort and minimizing errors. With real-time data access and customizable reporting, Apptivo offers managers up-to-date insights to make informed decisions. Its custom app builder allows businesses to create tailor-made apps, ensuring the software adapts to their specific needs. Additionally, Apptivo's mobile apps provide on-the-go access, making it easier for teams to stay connected and productive.

The Go-to-Market Challenges Apptivo Solves

Apptivo addresses several key challenges faced by businesses:

1. Fragmented Business Processes and Data Silos
   • Provides an integrated platform that unifies multiple business functions.
   • Centralizes data and processes, eliminating silos and enabling seamless information flow across departments.
2. Inefficient Manual Tasks and Workflows
   • Automates repetitive tasks and streamlines workflows.
   • Key automation areas include lead capture, invoice generation, and project task assignment.
3. Lack of Real-Time Visibility into Business Operations
   • Offers real-time data access and reporting.
   • Enables informed decision-making and helps identify areas for improvement.
4. Difficulty in Customizing Software to Fit Unique Business Needs
   • Allows businesses to create tailor-made apps that align with their specific processes.
   • Ensures the software adapts to the business, not the other way around.
5. Limited Access to Business Data on the Go
   • Provides mobile apps for iOS and Android for on-the-go access.
   • Enables teams to stay connected and productive, even when away from the office.

By addressing these common pain points, Apptivo helps businesses streamline operations, improve efficiency, and drive growth.

The Benefits of Apptivo

Streamline Sales and Marketing Alignment

• Centralized platform for sales and marketing collaboration.
• Track leads through the entire funnel.
• Gain visibility into marketing campaigns' impact on sales.

Automate Key Processes to Boost Efficiency

• Workflow automation for repetitive tasks.
• Customized sales processes that move deals through each stage.
• Trigger automated actions based on prospect behaviors.

Gain Actionable Insights from Built-In Reporting

• Powerful reporting features with real-time data.
• Customizable dashboards.
• Identify trends, gaps, and opportunities.

Enhance Customer Experience with 360-Degree View

• Complete picture of customer interactions.
• Access contact history, notes, and tasks.
• Data-driven insights to address customer needs.

Flexible Solution that Scales with Your Business

• Range of integrated apps to fit your needs.
• Add functionality and users as operations grow.
• Customize fields, workflows, and reports without technical resources.

User Reviews of Apptivo

G2 Reviews

Overall Rating: 4.4/5
Top 3 Competitors: Pipedrive, Nutshell, Workbooks

3 Positive Quotes:

1. "Easy to use, complete and great IT support" - Olivier V. [5/5]
2. "Very good follow through" - Steve H. [5/5]
3. "Naresh - great support" - Liz M. [5/5]

Concerns:

• Improvement Needed
• Learning Curve
• Limited Features
• Customization Difficulties
• Limited Customization

General Sentiment: Positive
Positive Reviews:

• Easy to use
• Great IT support
• Good follow-through

Negative Reviews:

• Learning curve
• Limited customization

See More Reviews on G2

Reddit Reviews

Overall Sentiment: Generally positive with some concerns about customization and learning curve.

Link to Relevant Resource: Reddit Apptivo Reviews

Integrations and Compatibility

Apptivo offers a range of integration options, including native integrations with popular tools like Gmail, Office 365, Quickbooks, Xero, and Zapier. It also has an open API for custom integrations.

What to Use Apptivo With

• Copy.ai: Automate content creation, lead generation, and sales enablement.
• HubSpot: Inbound marketing and sales platform that integrates well with Apptivo.
• Salesforce: Robust CRM platform to enhance Apptivo's capabilities.
• Marketo: Comprehensive marketing automation solution.
• Outreach: Sales engagement platform to streamline sales workflows.
• Drift: Conversational marketing platform for real-time engagement.
• Zendesk: Customer service and engagement platform.
• Intercom: Customer communication platform for real-time chat and targeted messages.
• Gong: Revenue intelligence platform to optimize sales processes.
• Looker: Business intelligence and data analytics platform.

Apptivo FAQ

What does Apptivo do?

Apptivo is an all-in-one business management software suite designed for small to medium-sized businesses. It provides integrated tools for CRM, project management, invoicing, customer support, and more to streamline operations and drive growth.

How easy is it to set up Apptivo?

Setting up Apptivo is straightforward and doesn't require extensive technical expertise. The platform offers a user-friendly interface and setup wizards. Most businesses can go live within a few days to a couple of weeks.

What makes Apptivo different from other similar tools?

Apptivo offers a comprehensive suite of business apps that work seamlessly together. Its custom app builder allows businesses to create tailor-made solutions. This integrated approach eliminates data silos and enables smooth information flow across departments.

Can Apptivo integrate with other tools and platforms?

Yes, Apptivo offers native integrations with popular tools like Gmail, Office 365, Quickbooks, Xero, and Zapier. It also has an open API for custom integrations.

What are the pricing plans for Apptivo? Are there any hidden fees?

Apptivo offers several pricing plans, starting at $8 per user per month. The Ultimate plan is $20 per user per month. There are no hidden fees, and all plans include a set number of free apps.

Is there a free trial available, and what features are included?

Yes, Apptivo offers a 30-day free trial with access to all features and apps. No credit card information is required.

Does Apptivo offer customer support?

Apptivo provides customer support through email, phone, and live chat. Premium support options are also available. The website features an extensive knowledge base with helpful articles, tutorials, and FAQs.

Who is Apptivo ideally suited for?

Apptivo is ideal for small to medium-sized businesses across various industries. It is particularly well-suited for companies that want to streamline their operations and improve efficiency. Apptivo's affordable pricing and customization options make it accessible to businesses with diverse needs and budgets.