Powerful and easy to use sales CRM Software

A unified CRM Platform built with dedication to grow your business

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Trusted by 200,000+ Businesses Worldwide for Customer Relationship Management

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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
  • Sales pipeline management
  • 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 Prospects In your sales cycle
  • Workflow Automation
  • 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

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Raw data to Actionable Insights

Crystal-clear insights on customer relationship management that can 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 Cloud based CRM 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

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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

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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


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Revenue Leakage

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Lead Engagement

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Customer Retention

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Deals Follow-up

Integrations

Connect your daily use tools with Apptivo

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Smart Solution for Enterprises

Apptivo provides comprehensive support to fulfill enterprise needs, solve every question, maximize customer value, enhance operational efficiency, and achieve sustained success.

Descon

Descon is a multinational conglomerate started in 1977 that bids and delivers projects on multiple sectors such as engineering, chemical and power. Descon employed our CRM to realize a greater improvement in user experience.

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HS Brands International

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.

 

Trusted for a Reason

  • 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 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

    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

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An In-Depth Guide to Effective Sales Follow-Up to Spike Your Sales Closing Rates

An In-Depth Guide to Effective Sales Follow-Up to Spike Your Sales Closing Rates

News That Matters

 

Supercharge Your Team With Apptivo CRM

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