Apptivo Review
Apptivo – CRM – Software that grows with your business
Summary review: Intuitive CRM software with a modular format, Apptivo offers a cloud-based CRM solution that lets you optimise the experience to best fit your businesses requirements
Website: http://www.apptivo.com/
Twitter: @apptivo
As featured in our guides:
Tracks Apptivo Base PipelineDeals Insightly Pipedrive
Cheapest & best for finance/accounting integration Most Expensive Best for Document/Data handling Best for file sharing Best for integration
Email Templates/Automation Y Y
activity & sales reporting Y Y
Pipeline management Y Y Y
Customisation BEST Y Y Y
Email integration Y Y Y Y
Payment integration Y
Google Apps Integration Y Y Y Y
Mobile App Y Y Y Y Y Y
Leads Y Y Y
Contacts Y Y
Tasks Y Y
Deals Y Y
Document storage Y BEST
Geolocation Y
Call recording Y
Advanced security Y
Business card scanner Y
Integrations Tracks Apptivo Base PipelineDeals Insightly Pipedrive
Integration level MID MID MID HIGH HIGH BEST
API In Development Y Y Y
Accounting BEST Y Y Y
Browser Apps In Development Y
Contact Management Y BEST Y
Customer Support Y Y BEST
Data Management BEST Y Y
Document Handling Y BEST Y
Email Services Y Y BEST Y
File Sharing Y Y BEST
Forms & Surveys BEST Y
Productivity & Team Management Y Y BEST
Sales & marketing Y Y BEST
Social Media Y Y
Trial Period 14 30 14 14 14 30
Payment style Per month Per user per month Per user per month Per user per month Per user per month Per user per month
Basic 16 10 25 24 15 12
Top-tier 25 25 125 48 129
Annual Billing Optional Optional (10% off price) Optional (reductions for annual payment)
Apptivo is probably the Cheapest & best for finance/accounting integration among the peers. We also liked it Customisation option. Obviously, it is not a One fits all solution, but it is definitely a good one to start from especially when you care to streamline your sales with accounting.
Integration level is Medium: Apptivo declared the tool integrates with 5 tools from our list, Paypal and Authorise.net among them.
| Tracks | Apptivo | Base | PipelineDeals | Insightly | Pipedrive | |
|---|---|---|---|---|---|---|
| Xero | Y | Y | ||||
| Authorise.net | Y | |||||
| PayPal | Y | |||||
| QuickBooks Online | Y | |||||
| Zipmark | Y | |||||
| Google Apps | Y | Y | Y | Y | Y | Y |
| Zapier | InDev | Y | Y | Y | ||
| API | InDev | Y | ||||
| Chrome | InDev | Y | ||||
| HighRise | Y | Y | ||||
| PieSync | Y | |||||
| Sugar | Y | |||||
| SupportBee | Y | Y | ||||
| Userlike | Y | Y | ||||
| HelpScout | Y | |||||
| Kato | Y | |||||
| Bedrock Data | Y | Y | ||||
| Import 2 | Y | Y | ||||
| Cloutex | Y | |||||
| Data2CRM | Y | |||||
| itDuzzit | Y | |||||
| PandaDoc | Y | Y | ||||
| RightSignature | Y | Y | ||||
| Evernote | Y | |||||
| NiftyQuoter | Y | |||||
| Proposable | Y | |||||
| Zoho | Y | |||||
| MailChimp | Y | Y | Y | Y | ||
| Outlook | Y | Y | Y | |||
| INinBox | Y | Y | ||||
| ActiveCampaign | Y | |||||
| Boomerang | Y | |||||
| Direct IQ | Y | |||||
| Dropbox | Y | Y | Y | |||
| Box | Y | |||||
| 123ContactForm | Y | |||||
| Survicate | Y | |||||
| WuFoo | Y | |||||
| daPulse | Y | |||||
| HubStaff | Y | |||||
| Intellibook | Y | |||||
| Meldium | Y | |||||
| ProjectVision | Y | |||||
| TimeCamp | Y | |||||
| Woopra | Y | |||||
| Quote Roller | Y | Y | Y | |||
| Flow XO | Y | Y | ||||
| Brandizi | Y | |||||
| Ecquire | Y | |||||
| FrontLeaf / Z-Insights | Y | |||||
| Kixie | Y | |||||
| Leadfeeder | Y | |||||
| Plecto | Y | |||||
| talkdesk | Y | |||||
| VipeCloud | Y | |||||
| Y | ||||||
| Y |
Nominations
Best Management Software
No distinction, Best for: Customisation as well as Accountancy integrations.
Battle wins
Lead Management tool Battles
Battle wins: 1/5
