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Apptivo - Introduction to CRM


by : Apptivo


4.3 (2 Reviews & Ratings)

Brand: Apptivo

Type: Software

Operating System: Windows, iOS, Android

Free Trial Available: No

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Apptivo Software Overview

What is Apptivo?

Apptivo is a cloud-based full suite Business Process Management Solution for small and medium scale enterprises offering a host of services like CRM, project management, online invoicing, expense reports and more. Enterprises can use the software to track the entire sales process and convert leads into revenue. Teams across departments can collaborate and monitor project timelines with expense management, all on the same portal. Businesses can utilize the software to manage business deals and predict estimates for upcoming projects. Further, enterprises can send and receive digital payments as well.

Apptivo with its unified suppliers and purchase order management module, allows business firms to generate unlimited purchase orders and convert them directly into supplier invoices. Employees can also use the software to monitor inventories and detect stock movements. The BPMS software empowers organisations to accept payments in multiple modes, including digital payments and credit notes. Project management features of the software can be used to manage a diverse workforce, scattered across multiple locations. Managers can track project deadlines and working hours with integrated timesheets. 

How does the integrated Email Marketing feature of Apptivo Business Process Management software for enterprises?

  1. Campaign Management: Organizations get access to unlimited custom fields to organize target lists. Employees can re-launch campaigns that have already been running. The emails sent from the portal do not get recognized as spam. 
  2. Templates: With the intuitive drag and drop interface and HTML codes, teams can design engaging email campaigns with built-in unsubscribe capabilities. They can create and save multiple templates and trigger the one that is most suitable for the campaigning. 
  3. Reports & Dashboards: With the analytical reporting dashboards, marketing members can track the opening rates of individual emails in a particular campaign. They can even compare campaign-wise performances and get notified when the emails get bounced.
  4. Sales Tracking: Organizations can capture leads from the web through emails, and categorize leads by controlling sales quota and other metrics.

Apptivo Business Process Management software pricing 

Apptivo Business Process Management software pricing is available on request. You can send in a callback request to get detailed information about the same. 

Benefits of Apptivo

  1. E-Signature: Based on the e-signature module featured by the BPM solution, enterprises can digitize their signing processes and manage agreements, work orders, and other sensitive processes in a secured way.
  2. Contract Management: Employees can generate a wide variety of contracts and customize their layouts, design, etc., according to their business requirements. 
  3. Expense Management: Organisations can customize fields to accommodate unique business expenses. They can categorize individual expenses according to their types and update finance teams for status approvals.
  4. E-commerce: Businesses can generate e-commerce web portals, including ready integrations with the business process management software. Admins can configure the software by opting for user-friendly features. 

Apptivo Features

Email Marketing

Marketing teams can build engaging email campaigns in the system and track the status of triggered emails from a centralized

Territory Management

Organisations can specify territory rules and categorize sales leads based on pre-defined parameters such as geographical

Field Worker Management

Managers can utilize the software to keep track of service deliveries and dispatch field workers according to the due date, start


Organizations can generate unique codes for multiple warehouses, facilitating better management. The solution can also be used to


The business process management software enables seamless integration with Office 365, PayPal, Dropbox, G-Suite, Authorize.Net

Customer Relationship Management

With online CRM software, organizations can monitor the entire sales process and capture multiple leads. They can also import

Project Management

 Businesses can create unlimited projects and monitor the progress of every project towards completion with timesheet


Enterprises can generate custom templates for invoices in PDF forms. They can also utilize the pre-designed email message

Helpdesk Features

Organizations can configure support tickets with specified time zone stamps. Leaders can delegate ticket resolution tasks to

Apptivo Plans & Pricing

  • Customer Relationship Management
  • Project Management
  • Invoicing
  • Helpdesk Features
  • Field Worker Management
  • Procurement
  • Option(s)
    • Users (User(s))
    • Monthly (Month(s))
  • Customer Relationship Management
  • Project Management
  • Invoicing
  • Helpdesk Features
  • Territory Management
  • Field Worker Management
  • Procurement
  • Option(s)
    • Users (User(s))
    • Monthly (Month(s))
  • Customer Relationship Management
  • Project Management
  • Invoicing
  • Helpdesk Features
  • Territory Management
  • Field Worker Management
  • Procurement
  • Integrations
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Apptivo Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Language:
  • Windows iOS Android
  • DesktopMobile
  • Web-Based
  • All Industries
  • All Businesses
  • English

Apptivo Reviews


Have recommended this product

Overall Score

Based on 2 Reviews

We love to hear from our buyers!

If you have used the solution already, why not share your thoughts and help others make the right purchase.









“Techjockey was helpful and responsive”

Pros :

Cons :

Posted - Sep 25, 2017


Dinesh Nagpal







“Extremely fast and reliable service”

Pros :

Cons :

Posted - Sep 18, 2017

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Apptivo FAQ

A. Yes, Apptivo enables organizations to generate and send invoices in any base currencies without the requirement of any conversion.
A. Yes, Apptivo can be configured to send automatic email-notifications before the payment due dates, reminding customers about the pending invoice settlements.
A. Yes, our in-house team does offer an online demo of Apptivo Business Process Management software, as per the date and time mentioned in the concerned demo requests.
A. Yes, with custom accounting rules, Apptivo can fetch specific transactions to the appropriate journal entries.
A. Yes, Apptivo does offer a dedicated mobile app compatible with both iOS and Android devices.
A. Yes, Apptivo CRM supports bulk import of leads in CSV format.

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