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Apptivo

Brand : Apptivo

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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 ...Read more

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Apptivo Software Pricing, Features & Reviews

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 Pricing & Plans

Premium
  • Customer Relationship Management
  • Project Management
  • Invoicing
  • Helpdesk Features
  • Field Worker Management
  • Procurement
  • Option(s)
    • Users
    • Monthly

Calculated Price (Exclusive of all taxes)

625
Ultimate
  • Customer Relationship Management
  • Project Management
  • Invoicing
  • Helpdesk Features
  • Territory Management
  • Field Worker Management
  • Procurement
  • Option(s)
    • Users
    • Monthly

Calculated Price (Exclusive of all taxes)

1959
Enterprise
  • Customer Relationship Management
  • Project Management
  • Invoicing
  • Helpdesk Features
  • Territory Management
  • Field Worker Management
  • Procurement
  • Integrations
Price On Request

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Apptivo Features

Marketing Automation

  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
  • icon_check Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Reporting & Analytics

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
  • icon_check Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.

Collaboration Tools

  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Audit Trails Maintain a log of all user actions for accountability and security auditing.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
  • icon_check GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.

AI & Machine Learning

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).

Others

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

Apptivo Specifications

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

Apptivo Review

100%

Have recommended this product

Overall Score

4/5
Based on 1 Review

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Apptivo Video Review

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Apptivo Company Details

Brand Name Apptivo
Information Apptivo
Founded Year 2009
Director/Founders Bastin Gerald
Company Size 101-500

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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