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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

Log in and operate from any location you choose. Your sales data, products, and reports are consistently accessible, secure, and current. gxCommerce point of sale is functional on iPads, Android devices, Macs, or PCs, requiring only a web browser for access. It might even be compatible with the POS hardware you currently possess. This point of sale solution seamlessly integrates with the gxCommerce system. However, your terminal may not be entirely connected with your accounting, support, and other applications, which could limit its overall functionality. This adaptability ensures that you can maintain productivity regardless of your working environment.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asterisk Yes 
Authorize.Net Yes 
Azquo Yes 
Constant Contact Yes 
Dropbox Yes 
Fuze Yes 
GA Connector Yes 
Google Drive Yes 
Google Forms Yes 
Google Tasks Yes 
HubSpot Marketing Hub Yes 
KonnectzIT Yes 
Microsoft 365 Yes 
PayPal Yes 
Quickwork Yes 
Refold Yes 
SaveMyLeads Yes 
Shift Yes 
Vonage Communications APIs (Nexmo) Yes 

Integrations

Asterisk No 
Authorize.Net No 
Azquo No 
Constant Contact No 
Dropbox No 
Fuze No 
GA Connector No 
Google Drive No 
Google Forms No 
Google Tasks No 
HubSpot Marketing Hub No 
KonnectzIT No 
Microsoft 365 No 
PayPal No 
Quickwork No 
Refold No 
SaveMyLeads No 
Shift No 
Vonage Communications APIs (Nexmo) No 

Pricing Details

$10.00 per user per month
Get all Apptivo apps included
Free Trial Yes 
Free Version Yes 

Pricing Details

$24.99 per month
Free Trial No 
Free Version Yes 

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 Yes 
Windows Yes 
Mac No 
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) Yes 
In Person No 

Vendor Details

Company Name

Apptivo

Founded

2009

Country

United States

Website

www.apptivo.com

Vendor Details

Company Name

gxCommerce

Founded

2014

Country

United States

Website

www.gxcommerce.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 

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 No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Business Management

Billing & Invoicing Yes 
CRM No 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management No 
Order Management No 
Point of Sale (POS) Yes 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Help Desk

Alerts / Escalation No 
Automated Routing No 
Community Forums No 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management No 
Live Chat No 
Multi-Channel Communication Yes 
Multiple Brands / Products No 
Network Monitoring Yes 
Real-time Chat Yes 
Self Service Portal No 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

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