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Description
Explore how Apptivo CRM Software can enhance your ability to attract, engage, retain, and delight a larger customer base. Say goodbye to the hassle of managing multiple applications. By utilizing this tool, you can significantly enhance your productivity and strengthen your client relationships through seamless management of Customers, Finances, and Support directly from your mobile device. This comprehensive CRM includes a variety of applications such as Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, and Expense Reports—all in one place. It's a user-friendly online CRM system designed to keep your contacts, reminders, files, and communication history organized. As your business expands and you require additional applications, you can conveniently add them from the App Store at any time. Effectively manage your sales pipeline, monitor employee performance, and close more deals than ever before. You can easily track your sales and quickly convert them into invoices for prompt payment! Our commitment is to spare no effort in supporting our clients and ensuring their businesses flourish. With Apptivo, you receive everything you need in a single cloud-based solution, encompassing CRM, Project Management, Invoicing, and much more. This integrated approach not only simplifies your workflow but also fosters long-lasting customer relationships.
Description
Costpoint Manufacturing brings efficiency and digitalization to all aspects of the operations process, from bid to shipment. This will increase profitability and project success for government contractors. All data and financials are linked in one secure system. Paper processes can be digitalized, as data is captured, stored, and analyzed in real time, right down to the project level. Assemble and allocate costs consistently. This will make it easier to adhere to contract requirements. Modernized, flexible, and integrated automation allows for visibility into process control and changes. Automate and connect finance and production processes for better accuracy, true costs, and audit readiness. You can leverage contract flow downs as well as organizational, project, and part security. Automate traceability for every transaction
API Access
Has API
Yes
API Access
Has API
No
Integrations
Deltek PIM
No
Easyflow
Yes
GA Connector
Yes
Gmail
Yes
Google Contacts
Yes
Google Forms
Yes
Google Tasks
Yes
HubSpot Customer Platform
Yes
Microsoft 365
Yes
Microsoft OneDrive
Yes
Integrations
Deltek PIM
Yes
Easyflow
No
GA Connector
No
Gmail
No
Google Contacts
No
Google Forms
No
Google Tasks
No
HubSpot Customer Platform
No
Microsoft 365
No
Microsoft OneDrive
No
Pricing Details
$10.00 per user per month
Get all Apptivo apps included
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Apptivo
Founded
2009
Country
United States
Website
www.apptivo.com
Vendor Details
Company Name
Deltek Costpoint
Founded
1983
Country
United States
Website
www.deltek.com/en/products/project-erp/costpoint
Product Features
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
No
Compliance Tracking
No
Contract Lifecycle Management
No
Electronic Signature
No
Full Text Search
No
Government Contracts
No
Pre-built Templates
No
Sell Side (Customers)
No
Specialty Contracts
No
Version Control
No
Workflow Management
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Digital Signature
Audit Trail
No
Authentication
No
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
eCommerce
CRM
No
Catalog Management
No
Channel Management
No
Customer Accounts
No
Data Security
No
Email Marketing
No
Inventory Management
No
Kitting
No
Loyalty Program
No
Mobile Access
No
Multi-Store Management
No
Order Management
No
Product Configurator
No
Promotions Management
No
Returns Management
No
Reviews Management
No
SEO Management
No
Shopping Cart
No
Templates
No
Email Marketing
A/B Testing
No
Artificial Intelligence
No
Auto-Responders
No
CAN SPAM Compliance
No
Customer Surveys
No
Drip Campaigns
No
Dynamic Content
No
Event Triggered Email
No
Image Library
No
Landing Pages/Web Forms
No
Mailing List Management
No
Mobile Optimized Emails
No
Reporting/Analytics
No
Subscriber Management
No
Template Management
No
WYSIWYG Email Editor
No
Expense Report
Approval Process Control
No
Invoice Management
No
Multi-Currency
No
Receipt Management
No
Reimbursement Management
No
Spend Control
No
Time Tracking
No
Workflow Management
No
Help Desk
Alerts / Escalation
No
Automated Routing
No
Community Forums
No
Customizable Branding
No
Document Storage
No
Email Integration
No
IT Asset Management
No
Incident Management
No
Interaction Tracking
No
Knowledge Base
No
Known Issue Management
No
Live Chat
No
Multi-Channel Communication
No
Multiple Brands / Products
No
Network Monitoring
No
Real-time Chat
No
Self Service Portal
No
Service Level Agreement (SLA) Management
No
Ticket Management
No
Procurement
Asset Management
No
Auction Management
No
Bid Management
No
Budget Management
No
Catalog Management
No
Contract Management
No
Inventory Management
No
Invoice Processing
No
PunchOut
No
Purchase Order Management
No
Receiving
No
Requisitions & Approvals
No
Sourcing Management
No
Spend Management
No
Supplier Management
No
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
Work Order
Contract Management
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Preventive Maintenance
No
Quotes / Estimates
No
Recurring Appointments
No
Routing
No
Scheduling
No
Task Management
No
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
No
General Ledger
Yes
Government
Yes
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
Yes
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
No
Business Process Automation
No
Business Rules Management
No
Collaboration
Yes
Process Change Tracking
No
Process Mapping
No
Process Modeling & Design
No
Visual Workflow Management
No
Compliance
Archiving & Retention
No
Artificial Intelligence (AI)
No
Audit Management
No
Compliance Tracking
No
Controls Testing
No
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
No
OSHA Compliance
No
Risk Management
Yes
Sarbanes-Oxley Compliance
Yes
Surveys & Feedback
No
Version Control
No
Workflow / Process Automation
No
Contact Management
Activity Management
No
Appointment Management
No
Contact Database
Yes
Contact History
No
Contact Import/Export
No
Customer Pipeline
No
Email Marketing
No
Group Management
No
Interaction Tracking
Yes
Lead Management
No
Prospecting Tools
No
Sales Pipeline Management
Yes
Search / Filter
No
Segmentation
Yes
Shared Contacts
No
Social Media Integration
No
Contractor Management
Contractor Database
Yes
Insurance Tracking
No
License Tracking
No
Permit Tracking
No
Skills & Competencies
Yes
Task Management
Yes
Work Hour Tracking
Yes
Expense Report
Approval Process Control
Yes
Invoice Management
Yes
Multi-Currency
Yes
Receipt Management
Yes
Reimbursement Management
Yes
Spend Control
No
Time Tracking
Yes
Workflow Management
Yes
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Government
Budgeting & Forecasting
Yes
Code Enforcement
Yes
Compliance Management
Yes
Fixed Asset Management
Yes
Inventory Management
Yes
License Issuance
No
Permit Issuance
No
Purchasing & Receiving
Yes
Self Service Portal
No
Taxation & Assessment
Yes
Utility Billing
No
Work Order Management
Yes
IT Management
Capacity Monitoring
No
Compliance Management
Yes
Event Logs
No
Hardware Inventory
No
IT Budgeting
Yes
License Management
No
Patch Management
No
Remote Access
No
Scheduling
Yes
Software Inventory
No
User Activity Monitoring
No
Manufacturing
Accounting Integration
Yes
ERP
Yes
MES
Yes
MRP
Yes
Maintenance Management
Yes
Purchase Order Management
Yes
Quality Management
Yes
Quotes/Estimates
Yes
Reporting/Analytics
Yes
Safety Management
No
Shipping Management
Yes
Manufacturing Execution
Document Management
Yes
Forecasting
Yes
Quality Control
Yes
Quote Management
Yes
Resource Management
Yes
Supplier Management
Yes
Supply Chain Management
Yes
Traceability
No
MRP
Bills of Material
No
Compliance Management
No
Document Management
No
Forecasting
No
Formula Management
No
Inventory Management
Yes
Order Management
Yes
Process Manufacturing
No
Product Configurator
No
Production Scheduling
Yes
Quality Control
No
Quality Management
Yes
Quote Management
No
Reporting/Analytics
Yes
Resource Management
No
Safety Management
Yes
Supplier Management
No
Supply Chain Management
No
Nonprofit
Accounting
Yes
Committee Management
No
Donor Management
No
Dues Management
No
Event Management
No
Fundraising Management
No
Member Database
No
Membership Management
No
Social Media Management
No
Volunteer Management
No
Policy Management
Approval Process Control
Yes
Attestation
No
Audit Trails
Yes
Policy Creation
No
Policy Library
No
Policy Metadata Management
No
Policy Training
No
Reporting / Analytics
Yes
Version Control
No
Workflow Management
Yes
Procurement
Asset Management
Yes
Auction Management
No
Bid Management
No
Budget Management
Yes
Catalog Management
No
Contract Management
Yes
Inventory Management
Yes
Invoice Processing
Yes
PunchOut
No
Purchase Order Management
Yes
Receiving
Yes
Requisitions & Approvals
Yes
Sourcing Management
No
Spend Management
No
Supplier Management
No
Product Lifecycle Management
Change Management
Yes
Compliance Management
Yes
Cost Tracking
Yes
Design Management
No
Document Management
Yes
Product Data Management
No
Project Management
Yes
Requirements Management
No
Supplier Management
Yes
Purchasing
Catalog Management
No
Compliance Management
Yes
Contract Management
Yes
Inventory Management
Yes
Invoice Processing
Yes
PunchOut
No
Purchase Order Management
Yes
Requisitions & Approvals
Yes
Sourcing Management
No
Spend Management
No
Supplier Management
No
