Powerful and easy to use sales CRM

A unified CRM Platform built with dedication to grow your business

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Trusted by 200,000+ Businesses Worldwide.

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All in One Comprehensive CRM Suite

Experience Streamlined Processes ,Faster Outcomes
and Increased Revenue.

Qualify and Nurture your leads
through a tailored journey

  • Round Robin Assignment
  • G-Suite and O-365 Plugins
  • Lead Qualification Cycle
  • API Integration with webform
  • Native Google form Integration
  • Lead score monitoring

Know your customers better

  • Gsuite and O365 Integration
  • IMAP Integration
  • Task Management
  • Email sequencing
  • Events and follow up management
  • 360 degree view
  • Google Map Integration
  • Duplication Sorting
  • Schedule Reporting
  • Email and SMS automation

Track, Nurture and Manage your sales cycle

  • Workflow Automation
  • Multiple sales cycle
  • Multiple sales cycle
  • Intelligent sales dashboard
  • Schedule Reports
  • Custom Reports and Views
  • User level data security
  • API integration with webforms

Quotes - Create winning Quotes in no time

  • Custom Quote templates
  • Items Catalogue
  • E- Signature
  • Single and Multi-rate tax
  • Approval workflow
  • Reminder Automation
  • Data Set Security

Invoice directly from your CRM.

  • Personalized Templates
  • Integrated Payment Gateways
  • Integrated with Xero & Quickbooks
  • Recurring Invoices
  • Payment Schedule
  • Subscription Billing
  • E-invoicing
  • Dashboard & Reporting
  • Approval Work Flow
Qualify and Nurture your leads
through a tailored journey
  • Round Robin Assignment
  • G-Suite and O-365 Plugins
  • Lead Qualification Cycle
  • API Integration with webform
  • Native Google form Integration
  • Lead score monitoring
Know your customers better
  • Gsuite and O365 Integration
  • IMAP Integration
  • Task Management
  • Email sequencing
  • Events and follow up management
  • 360 degree view
  • Google Map Integration
  • Duplication Sorting
  • Schedule Reporting
  • Email and SMS automation
Track, Nurture and Manage your sales cycle
  • Workflow Automation
  • Multiple sales cycle
  • Multiple sales cycle
  • Intelligent sales dashboard
  • Schedule Reports
  • Custom Reports and Views
  • User level data security
  • API integration with webforms
Quotes - Create winning Quotes in no time
  • Custom Quote templates
  • Items Catalogue
  • E- Signature
  • Single and Multi-rate tax
  • Approval workflow
  • Reminder Automation
  • Data Set Security
Invoice directly from your CRM.
  • Personalized Templates
  • Integrated Payment Gateways
  • Integrated with Xero & Quickbooks
  • Recurring Invoices
  • Payment Schedule
  • Subscription Billing
  • E-invoicing
  • Dashboard & Reporting
  • Approval Work Flow

Award Winning CRM Platform

award winning

Raw data to Actionable Insights

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

Get Started
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Everything You Need From A CRM Software

Simple CRM

A user-friendly solution for a complete customer overview using 360-degree view and collaboration tools with just a few clicks away.

Custom CRM

Customize your CRM effortlessly through Codeless Solution, utilizing Intuitive Drag and Drop functionality to easily design Fields, Reports, Dashboards, Custom Views, and Layouts.

Mobile CRM

Having a field service team? No Problem. Manage customer and make data driven decisions with no limits. - Anywhere, Anytime

Integrated CRM

Build customer trust and loyalty with responsive service through App Integrations. Foster seamless communication, streamlined processes, agent productivity and efficient data sharing across omnichannel and cross functional tools.

Simple CRM

+

A user-friendly solution for a complete customer overview using 360-degree view and collaboration tools with just a few clicks away.

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Custom CRM

+

Customize your CRM effortlessly through Codeless Solution, utilizing Intuitive Drag and Drop functionality to easily design Fields, Reports, Dashboards, Custom Views, and Layouts.

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Mobile CRM

+

Having a field service team? No Problem. Manage customer and make data driven decisions with no limits. - Anywhere, Anytime

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Integrated CRM

+

Build customer trust and loyalty with responsive service through App Integrations. Foster seamless communication, streamlined processes, agent productivity and efficient data sharing across omnichannel and cross functional tools.

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Maximize your ROI with Powerful Ticketing system


0%

Revenue Leakage

%

Lead Engagement

%

Customer Retention

%

Deals Follow-up

Integrations

Connect your daily use tools with Apptivo

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Trusted for a Reason

  • 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 a great partner as we tweak the implementation. Apptivo and the team were patient and supportive.

    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

News That Matters

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

News That Matters

  • 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

Supercharge Your Team With Apptivo CRM

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