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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
Streamline your product development process with our custom-trained AI Agents, enabling you to scope your next project in just minutes instead of weeks. By leveraging insights from both our human product experts and advanced AI, you can respond to opportunities more swiftly, ensuring accurate estimations, clear delineation of project boundaries, prevention of scope creep, and identification of new revenue streams during the planning phase.
Advantages:
Increase Sales Success
Timely action is critical for closing deals; hesitation or unclear scopes can lead to clients feeling overlooked and reduce their likelihood of collaboration.
Enhance Client Retention
Mismanaged expectations can leave clients feeling disappointed and betrayed. By providing precise estimations and transparent pricing, you can foster respect and loyalty among your clientele.
Support Employee Satisfaction
Continuous crises and ineffective management practices are the primary reasons employees choose to leave their positions. By fostering a positive work environment, you can ensure that your top talent remains engaged and satisfied.
This approach not only boosts productivity but also cultivates long-lasting relationships with clients and employees alike.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Authorize.Net
Yes
Azquo
Yes
Constant Contact
Yes
Dropbox
Yes
Google Contacts
Yes
Google Forms
Yes
Google Maps
Yes
Google Tasks
Yes
Google Workspace
Yes
HubSpot CRM
Yes
Integrations
Authorize.Net
No
Azquo
No
Constant Contact
No
Dropbox
No
Google Contacts
No
Google Forms
No
Google Maps
No
Google Tasks
No
Google Workspace
No
HubSpot CRM
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
Yes
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
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
Scopebird
Founded
2024
Country
United Kingdom
Website
www.scopebird.com
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
