Keep your customer information accessible to your Field team Anytime, Anywhere.
Take advantage of Apptivo Field service app integration with google Maps. Power to plan your work in your route and alert the customers on your next visit is on your palm.
Know MoreIntegration with Sign.co enables you to get digital signature from your customers after completion of your Job.
Know MoreManage you work orders with custom workflows and assist your field team with step by step process in completion of the task.
Know More
Plan your work based on skill set, Availability, Job type and keep yourself one step ahead of the customer to provide the best customer service.
Know MoreManage your agents, workforce, Installers, dispatchers, and field employees based on the job and work allocation. Assign jobs related to the agents skill sets.
Know MoreProvide premium services for your enterprise customers with AMC planned throughout the customer lifetime. Stay connected with the customers to increase the customer lifetime value.
Know MoreKeeping customers informed is a minimum expectation for a customer. Send regular updates on the work order and earn your customer trust with 5 star rating
Know MoreStreamline your internal operations and manage your workforce with Approval workflows. Eliminate calls, email or text for approval and lets make the approval process simple with one click.
Know MoreGain a panoramic view of the Agent's performance, Job forecast, frequency on jobs, job allocation, customer happiness and more.
Know More
With intuitive drag and drop, Create appealing emails without any coding.
Get more done in less time, boosting your team's productivity and allowing for efficient job completion each day.
Enabling lightning fast troubleshooting and precision repairs with instant access to manuals, histories and real time insights to the technical team.
Win customer trust with precise estimates that reflect actual costs and timelines, resulting in transparency and credibility.
Experience seamless data insights and get real-time analytics for informed decisions, streamlining operations and boosting efficiency.
Augment customer satisfaction by synergizing on time arrivals, effective issue resolution and transparent communication.
+
With intuitive drag and drop, Create appealing emails without any coding.
+
Get more done in less time, boosting your team's productivity and allowing for efficient job completion each day.
+
Enabling lightning fast troubleshooting and precision repairs with instant access to manuals, histories and real time insights to the technical team.
+
Win customer trust with precise estimates that reflect actual costs and timelines, resulting in transparency and credibility.
+
Experience seamless data insights and get real-time analytics for informed decisions, streamlining operations and boosting efficiency.
+
Augment customer satisfaction by synergizing on time arrivals, effective issue resolution and transparent communication.
Faster Response
Reduce in churn rate
Avg First contact resolution rate
Increase in productivity
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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