Know your customers with contact management software.

 Seamlessly manage interactions, deliver tailored experiences and nurture growth effortlessly.

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Trusted by 200,000+ Businesses Worldwide.

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What are the key features of contact management?

360 degree View

Embrace a panoramic understanding of your clients contacts, leads, opportunities, quotes, invoices.

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Gsuite and Microsoft365 Integration

Enjoy a unified view of your contacts, ensuring your communication remains cohesive and up-to-date across platforms. Get your contacts, emails, calendar and drive integrated with the CRM system

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Scan business cards on the go

You can’t improve what you don't know. With periodic scheduled reports keep track of your important data based on status, priority and customer request.

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Duplication Sorting

Say goodbye to redundant data. Our contact management features automatically identify and merge duplicate entries, ensuring data accuracy and saving your valuable time.

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Google Maps Integration

Integrated maps offer a geographic dimension to your contacts, enabling efficient route planning, meeting optimization, and knowing your clientele's geographic spread.

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End to End Sales tracking

Track sales every step of the way. Our tools help you see how contacts turn into closed deals, making sure you seize every chance and seal deals successfully.

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Custom Mapping

Custom mapping capability empowers you to define fields specific to your industry, ensuring your contact management system aligns with your goals.

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Email and SMS Automation

Send timely, personalized emails and SMS messages based on triggers, enhancing engagement and nurturing leads efficiently.

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Smart Search

Ability to narrow down your search using the Advance search feature. Let it be custom fields or standard fields, you can create a multi-conditional search with ease.

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360 degree View

+

Embrace a panoramic understanding of your clients contacts, leads, opportunities, quotes, invoices.

Know More featureimg

Gsuite and Microsoft365 Integration

+

Enjoy a unified view of your contacts, ensuring your communication remains cohesive and up-to-date across platforms. Get your contacts, emails, calendar and drive integrated with the CRM system

Know More featureimg

Scan business cards on the go

+

You can’t improve what you don't know. With periodic scheduled reports keep track of your important data based on status, priority and customer request.

Know More featureimg

Duplication Sorting

+

Say goodbye to redundant data. Our contact management features automatically identify and merge duplicate entries, ensuring data accuracy and saving your valuable time.

Know More featureimg

Google Maps Integration

+

Integrated maps offer a geographic dimension to your contacts, enabling efficient route planning, meeting optimization, and knowing your clientele's geographic spread.

Know More featureimg

End to End Sales tracking

+

Track sales every step of the way. Our tools help you see how contacts turn into closed deals, making sure you seize every chance and seal deals successfully.

Know More featureimg

Custom Mapping

+

Custom mapping capability empowers you to define fields specific to your industry, ensuring your contact management system aligns with your goals.

Know More featureimg

Email and SMS Automation

+

Send timely, personalized emails and SMS messages based on triggers, enhancing engagement and nurturing leads efficiently.

Know More featureimg

Smart Search

+

Ability to narrow down your search using the Advance search feature. Let it be custom fields or standard fields, you can create a multi-conditional search with ease.

Know More featureimg
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Maximize your ROI with Powerful Ticketing system


%

Faster Response 

%

Reduce in churn rate

%

Avg First contact resolution rate

%

Increase in productivity

Award Winning CRM Platform

award winning

Raw data to Actionable Insights

Crystal-clear data perspective that boost your sales, productivity, efficiency and revenue.

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Integrations

Connect your daily use tools with Apptivo

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award winning
award winning

Customer Voices

  • customer

    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.

    customer star
  • customer

    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.

    customer
  • customer

    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

    customer star
  • customer

    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.

    customer
  • customer

    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.

    customer star
  • customer

    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.

    customer star
  • customer

    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.

    customer
  • customer

    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.

    customer star
  • customer

    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.

    customer star
  • customer

    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.

    customer customer
  • customer

    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.

    customer star
  • customer

    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.

    customer star
  • customer

    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

    customer star
  • customer

    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

    customer
  • customer

    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

    customer star
  • customer

    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

    customer
  • customer

    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

    customer star
  • customer

    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

    customer star
  • customer

    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

    customer
  • customer

    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

    customer star
  • customer

    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

    customer star
  • customer

    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

    customer
  • customer

    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

    customer star
  • customer

    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

    customer star

What’s New?

5 Kеy Salеs Mеtrics Your Businеss Should Monitor

5 Kеy Salеs Mеtrics Your Businеss Should Monitor

DECODING THE SALES QUALIFIED LEAD : WHAT MAKES A LEAD SALES READY

DECODING THE SALES QUALIFIED LEAD : WHAT MAKES A LEAD SALES READY

A Stеp-by-Stеp Guidе to Pеrforming Salеs Analysis: Key methods and Metrics

A Stеp-by-Stеp Guidе to Pеrforming Salеs Analysis: Key methods and Metrics

What’s New?

  • 5 Kеy Salеs Mеtrics Your Businеss Should Monitor

    5 Kеy Salеs Mеtrics Your Businеss Should Monitor

  • DECODING THE SALES QUALIFIED LEAD : WHAT MAKES A LEAD SALES READY

    DECODING THE SALES QUALIFIED LEAD : WHAT MAKES A LEAD SALES READY

  • A Stеp-by-Stеp Guidе to Pеrforming Salеs Analysis: Key methods and Metrics

    A Stеp-by-Stеp Guidе to Pеrforming Salеs Analysis: Key methods and Metrics

Un-organized contacts? We’ve got you covered.

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