Starter Guide

Apptivo is a cloud-based suite of 50+ integrated business applications. These applications help users save time, reduce errors and improve their workflow. Users can easily create customized workflows for their business and manage different tasks associated with it, such as sales and marketing operations.

The suite includes apps for CRM, project management, customer service, and sales as well as apps for finance-related activities.

About the Apps

Delivering all of your business apps from a single platform comes with many advantages. The entire Apptivo platform is designed & constructed with several key attributes in mind:

Easy – The same intuitive design standards are applied to every app, reducing your learning curve.

Affordable – Our simple per/user price includes all applications & features. No add-on pricing.

Integrated – Go from a sales lead to a quote, to a project, to an invoice. All in one system!

Take this as a cue to walk away from Excel spreadsheets and invest in a CRM for a stress-free business. This guide will walk you through the process of setting up your business data in Apptivo. Along the way, you will come across additional resources and guides that will help you to learn more about Apptivo’s features.