Apptivo CRM

What is Apptivo CRM?

Apptivo CRM is a comprehensive, cloud-based customer relationship management suite that helps businesses capture and organise all customer-related information. The solution combines more than 65 integrated business apps in a single user interface, enabling a smooth flow of data without system breaks. It is designed for businesses of all sizes and can be adapted to individual processes without any programming effort. A drag-and-drop editor helps you configure fields, customise layouts and create a system tailored to your operations. The software provides a 360-degree view of leads, contacts, customers and sales opportunities, so you always have the next steps in mind.

Advantages & highlights

• Integrated suite: More than 65 apps in one interface make Apptivo an all-in-one solution that bundles sales, marketing, support and business processes in one platform, avoiding duplicate data entry.
• Easy customisation: With the integrated designer, you can set up custom fields and layouts without programming. Workflows can be automated using conditional rules so that tasks, emails or status changes are triggered automatically.
• Omni-channel communication: Apptivo integrates email inboxes via IMAP, OAuth or G Suite and enables the integration of telephony and SMS. This allows you to communicate with customers across all channels and keep the entire history in one system.
• Mobile use: Apps are available for iOS, Android, Windows and Mac OS. This allows employees to capture leads, edit tasks and access reports while on the go.
• Excellent service: The provider offers round-the-clock support via chat, telephone and email. Companies benefit from personalised support and a free demo to get started.

Key features

• Lead and contact management: Leads from web forms, social media or emails are automatically captured and qualified. Contacts and customers can be managed with all activities, notes and documents.
• Sales pipeline and opportunity management: Define multiple sales processes and monitor sales opportunities at different stages. Automatic assignment of leads to employees based on criteria such as region or product line.
• Marketing automation and campaigns: Create email templates, automated email sequences, track open and click rates, and execute and analyse targeted campaigns.
• Reports and dashboards: Real-time analytics provide insight into sales figures, activity statistics and conversion rates. Custom dashboards and Kanban views provide a clear overview of key metrics.
• Data management and security: Data import, export and duplicate control functions facilitate migration from legacy systems. Role- and field-based permissions, two-factor authentication and territory management ensure data security.
• Integrations and extensibility: Webhooks, REST interfaces and more than 3,000 API calls per day support connection to external systems. Custom apps can be developed without code and seamlessly integrated.
• Add-on modules: Project management, help desk, invoicing, contract management, e-commerce, field service and other apps extend Apptivo into a full-fledged enterprise solution.

With Apptivo CRM, you get a scalable platform that automates sales and marketing processes, improves customer interactions and provides the basis for informed decisions through comprehensive reporting functions.