Generate Quote and Invoice with customizable Drag and Drop Interface.
Know MoreAllow customers to pay directly from your invoice. Apptivo Integrates with Stripe, Paypal, Square, A.net and Zip mark
Know MoreSchedule recurring invoices and let Apptivo do the rest. Send invoices, reminders and process payments daily, monthly, quarterly or annually.
Know More
Facilitating the billing process for each phase or term becomes effortless through scheduled payments. Secure payments from customers as they successfully wrap up each phase.
Know MoreStop moving data between many tools you need on a daily basis. We offer seamless integration with Xero and Quickbooks to keep your books updated.
Know MoreEmbrace the power of centralized reports to access tailored insights encompassing received payments, outstanding dues, upcoming payments, and team performance.
Know MoreCompliance is a top priority for any business. Apptivo ensures to stay compliant with the government latest E-invoicing notification acting as a single window of communication with the GST Portal.
Know MoreGain additional oversight of Estimates and invoice before raising it. Setup approval flow that fits your company’s structure.
Know MoreGenerate an invoice in less than 5 seconds, by mapping the contents, items and summary from the Quote created by your sales team. This time-saving measure also reduces the chances of human error.
Know More
Seamless integration allows you to raise invoice in One click!
Sales
Track your sales revenue and the payments directly from your CRM system
Ability to track the most preferred product or
services
Receive Payments from customers faster.
Manage recurring transactions by storing customer payment
information.
Support
Manage your IT support and Consulting Support using a comprehensive invoicing solutions
Convert each ticket to a billable invoice
Monitor the support efforts and solutions offered
Bill your clients for on-site visits. Efficiently track
hours spent on each support request.
Enable accurate and fair task based billing
Services
Keep track of time spent on service and effortlessly invoice your customers for your work.
Create Invoice directly from the field
Track billable hours and the materials used during
installation
Get Invoice paid by the customer digitally
Track unbilled hours and expenses
Sales
Track your sales revenue and the payments directly from your CRM system
Ability to track the most preferred product or
services
Receive Payments from customers faster.
Manage recurring transactions by storing customer payment
information.
Support
Manage your IT support and Consulting Support using a comprehensive invoicing solutions
Convert each ticket to a billable invoice
Monitor the support efforts and solutions offered
Bill your clients for on-site visits. Efficiently track
hours spent on each support request.
Enable accurate and fair task based billing
Services
Keep track of time spent on service and effortlessly invoice your customers for your work.
Create Invoice directly from the field
Track billable hours and the materials used during
installation
Get Invoice paid by the customer digitally
Track unbilled hours and expenses
Faster Response
Reduce in churn rate
Avg First contact resolution rate
Increase in productivity
Sync Invoices, Accept Payments and view customer data with zero manual work.
Apptivo provides comprehensive support to fulfill enterprise needs, maximize customer value, enhance operational efficiency, and achieve sustained success.
Descon is a multinational conglomerate started in 1977 that bids and delivers projects on multiple sectors such as engineering, chemical and power. Descon employed Apptivo CRM Software which enabled them to realize a greater improvement in user experience.
HS Brands is the leading mystery shopping, loss prevention & Compliance measurement solution operating worldwide. HS Brands invested in Apptivo CRM Solution that helped manage their diverse processes and built a customer centric approach.
Allison Graham
Chief Business Consultant Executive Officer - Elevate Biz Inc
Excellent Service and Customization. Compared to other CRM's I find the customization unparalleled and the automation of moving from lead to opportunity to project very important. Everything is captured. If you have a lot of variables to track with clients and want a one-stop-shop then Apptivo is a great choice.
Don Lin
Chief Revenue Officer - Precision Machine & Manufacturing
Apptivo is the best CRM software system available!! Outstanding!!
This is the fourth implementation that i have administered in my career and it was by far the simplest and smoothest process with great customization and functionality.
David Malton
Founder - County Chambers of Arizona, llc
One of the Best CRMs I have ever used. Apptivo is easy to navigate and use. The cost is fantastic and customers find it easy to use when sending invoices. Invoicing customers was a big issue that this solved
Mallard Owen
Chief Operating Officer
Apptivo’s onboarding team has been outstanding and continues to be a great partner as we tweak the implementation. Apptivo and the team were patient and supportive.
Owen Stibbard
Director - NaturalSci Regulatory Consulting Corp.
Great Functionality and customization. I like that I can choose how to implement the software. With a little up-front customization, which I have completed myself, I have made the software straightforward and intuitive for the way my business operates. I don't need to adapt to suit Apptivo, it changes to suit me. Apptivo's integration with e-mail also allows us to retain customer communications in a really simple way when there is employee turnover.
Jordan McCormick
Director of Sales and Marketing - The Wake Park Project
I have been using Apptivo for a few years now. I research frequently to see if there are better platforms. Apptivo has a suite of apps that best meet my company's needs the best and a separate program to be able to do custom estimates, it stores all my products which are many, in there and makes a real quick way to produce professional-looking estimates with the customers' info all there.
Cheryl Babashoff
Consultant - Yellowscope
Apptivo Onboarding team has been Outstanding
Apptivo’s Onboarding team has been outstanding and continues to be great partners as we tweak the implementation. Apptivo and team were patient and supportive through the entire set up and continued to extend their support whenever needed.
Marcel Ottiger
CEO - Chief Executive Officer - Amphasys
You can start small, e.g. with the CRM apps, and then add more apps while your business is growing. The tool offers many apps that cover almost all needs of a small to medium-sized company. It is highly customizable. It is even possible to setup your own apps within just a few minutes. Thanks to a really exceptionally good support you can do all of that yourself. Overall, the platform offers a good value to prize ratio.
Colin Degan
Owner - Project Productions
Easily adopt as few or as many plug-ins/apps as you see fit. I would easily describe Apptivo more as an 'ERP' rather than a 'CRM' as so many features are available. Automated invoicing, proposal generation and prospect management, all within one interface.
Radu Tyrsina
CEO & Founder at Windows Report
As a mid-sized international business, it allows us to customize our existing software by utilizing the tools in their online store to simplify the process of managing all the needs of our dynamic company. This is probably the most vital attribute for us, as we can monitor and analyze all our teams and individual sales, no matter their location. It also helps us integrate existing team organizational structures to improve quotas.
Bob Noble
Founder - Noble Environmental Technologies
It's a great and efficient CRM tool that requires very little effort to pick up and learn and is easy to integrate amongst the staff. I would definitely recommend this for businesses looking for an effective CRM tool.
Bryan Meehan
President - HI-TECH Business Systems
"Very powerful but easy to use CRM plus much more. Like most other systems, Apptivo uses "Chat" as their primary support but for complex set-up or help their scheduled support is beyond what I experienced from others competing in this field. Streamlined, real-time access to data is a game changer. This system has most of what any organization would need and options to add unique requirements and integrations.
Allison Graham
Chief Business Consultant Executive Officer - Elevate Biz Inc
Excellent Service and Customization. Compared to other CRM's I find the customization unparalleled and the automation of ...Read More
Don Lin
Chief Revenue Officer - Precision Machine & Manufacturing
Apptivo is the best CRM software system available!! Outstanding!!
This is the fourth implementation that i have administered in my career and it was by...Read More
David Malton
Founder - County Chambers of Arizona, llc
One of the Best CRMs I have ever used. Apptivo is easy to navigate and use. The cost is fantastic and customers find it easy to use when sending invoices.Read More
Mallard Owen
Chief Operating Officer
Apptivo’s onboarding team has been outstanding and continues to be a great partner as we tweak the implementation. Apptivo and the team were patient and supportive.Read More
Owen Stibbard
Director - NaturalSci Regulatory Consulting Corp.
Great Functionality and customization. I like that I can choose how to implement the software. With a little up-front customization...Read More
Jordan McCormick
Director of Sales and Marketing - The Wake Park Project
I have been using Apptivo for a few years now. I research frequently to see if there are better platforms. Apptivo has a suite of apps that best meet...Read More
Cheryl Babashoff
Consultant - Yellowscope
Apptivo Onboarding team has been Outstanding
Apptivo’s Onboarding team has been outstanding and continues to be great partners as we tweak the implementation... Read More
Marcel Ottiger
CEO - Chief Executive Officer - Amphasys
You can start small, e.g. with the CRM apps, and then add more apps while your business is growing. The tool offers many apps that cover almost all...Read More
Colin Degan
Owner - Project Productions
Easily adopt as few or as many plug-ins/apps as you see fit. I would easily describe Apptivo more as an 'ERP' rather than a 'CRM' as so many features are...Read More
Radu Tyrsina
CEO & Founder at Windows Report
As a mid-sized international business, it allows us to customize our existing software by utilizing the tools in their online store to simplify...Read More
Bob Noble
Founder - Noble Environmental Technologies
It's a great and efficient CRM tool that requires very little effort to pick up and learn and is easy to integrate amongst the staff.Read More
Bryan Meehan
President - HI-TECH Business Systems
"Very powerful but easy to use CRM plus much more. Like most other systems, Apptivo uses "Chat" as their primary support but for complex set-up...Read More
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