Apptivo empowers your business with a robust estimates software that optimizes your workflow. Easily create professional quotes, convert them into invoices seamlessly, and accelerate the approval process with customer-friendly e-signatures
Collaborate in real-time, customize templates to reflect your brand, and benefit from integrated CRM for a 360-degree view of customer relationships. Experience cost savings, work efficiently on-the-go with mobile accessibility, and witness how Apptivo enhances your business's accuracy, professionalism, and bottom line.
Create professional and tailored quotes that reflect your brand and style. Apptivo offers customizable templates to make your quotes stand out and leave a lasting impression on your clients.
Know MoreEasily manage and organize your products or services with built-in Items Catalogue. Simplify the process of adding and selecting items for your estimates, ensuring accuracy and efficiency.
Know MoreStreamline the approval process by allowing your clients to electronically sign quotes. Ensure quick and secure approvals, saving time and reducing paperwork.
Know More
Managers in your team can monitor estimate progress based on triggers that send automated emails, ensuring each estimate advances to the next stage only upon receiving the necessary approval.
Know MoreSend automated reminders that notifies the clients about the sent estimates, helping you stay on top of follow-ups and ensuring that estimates are signed faster.
Know MoreEmpower Your Team with the Ability to Personally Review and Approve Estimates with In-Person Signatures, Ensuring Accuracy and Confidence in Every Quote.
Know MoreCreate a predefined quote templates with standard customer and line items details and raise a quote in just one click.
Know MoreTailor your tax approach that fit your needs. Choose between 'Single Rate Taxes' for one tax type or 'Multi-Rate Taxes' for multiple rates. Customize tax details effortlessly, including Tax Code, Rate Type (Percentage/Fixed), Tax Authority, and Rate.
Know MoreOur sales quotation solution lets you set rules to automatically calculate price, tax, discounts, etc.
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A better way of managing your quotations in one place.
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 - 123JUNK
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 - 123JUNK
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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