Apptivo is a customer relationship management (CRM) software that offers proprietors of businesses a straightforward and uncomplicated method to manage customers and to streamline the processes involved in making sales. It provides customer relationship management (CRM) solutions that are tailored to the needs of businesses operating in the travel and hospitality, real estate, retail, and manufacturing sectors. It is best suited for companies that want an affordable or free CRM system that is packed with features.
Who Would Benefit Most from Using Apptivo
Businesses that require excellent tools for managing their territories include: The territory management feature of Apptivo enables users to create territory segments for customers, thereby assisting users in determining which customer territories bring in the most revenue and which bring in the least revenue. Because of this, we consider it to be one of our top choices for the best software to manage territories.
Apptivo’s free version is limited to a single user, but it offers essential features such as lead and deal management, making it an excellent choice for small businesses that require a free CRM. In addition to this, it gives users access to other apps that are part of the Apptivo ecosystem, such as tools for marketing and product management. Apptivo is one of our top choices for the best free customer relationship management software due to the features it possesses.
Apptivo includes tools for creating email templates, scheduling emails, and mass emailing, making it an excellent choice for teams that require powerful yet reasonably priced email marketing tools. Users are also able to measure the open and click rates of their email campaigns, which enables them to track the effectiveness of their email marketing efforts. If, on the other hand, you are not as concerned with your financial constraints, you should be aware that there are more effective choices available for email marketing. If you are interested in exploring more options, you can look at our recommendations for the best customer relationship management software for email marketing.
Apptivo’s pricing ranges from zero dollars to twenty dollars per month, depending on the number of users, making it an affordable CRM option for commercial real estate brokerages. Because you can manage inventory, send contracts, and communicate directly with customers through the commercial CRM system, it is also an excellent choice for commercial real estate brokerages. This is because the commercial CRM system enables direct two-way communication with customers.
Who Should Not Consider Using Apptivo and Why
Teams that are looking for a free CRM system that can accommodate multiple users: Although the free plan includes some fundamental features, the main limitation is that it can only support a single user at a time. Due to this, Apptivo is not the best option for small teams that require access to their CRM from multiple accounts. Freshsales and Bitrix24 are two free CRM options that allow for an unlimited number of users to be allocated to the system.
Teams that require a large number of integrations with third parties: There are only 25 apps currently supported by Apptivo’s native integrations, which include office tools, accounting software, and software for managing projects. Users who require more comprehensive CRM integrations might want to look into other providers, such as Salesforce or HubSpot CRM.
Residential real estate brokerages that are looking for a CRM and marketing system that can do it all in one place: In spite of the fact that the Apptivo system makes it possible to organize leads and communicate with them via their CRM, there are no options that are particularly powerful for managing marketing content or social media. Take a look at our article about the best real estate CRMs to find out which CRMs include both of these features.
Pricing for Apptivo
Apptivo provides a free plan that allows for one user to be allocated.
It offers four paid plans, the cheapest of which costs $10 per user, per month, when billed monthly and the least expensive of which costs $8 per user, per month, when billed annually.
Its paid plans include essential CRM features like deal and opportunity management, multiple sales pipelines, workflows, and standard reporting. Those features are included in the paid plans.
The Onboarding Session for Apptivo
The option to purchase a 60-minute training session on how to use some of its features for a total cost of $125 is available to all users who have subscribed to paid plans.
Among these are contact management, opportunity management, campaign management, and CPQ management.
Starter
Apptivo’s free plan is called the Starter plan, and it includes the most fundamental CRM features, such as the ability to manage leads and contacts, tasks, data backup and export, and standard reports.
It gives each user a storage allocation of up to 500 megabytes within the app.
Lite
The Lite plan provides all of the features that are available with the Starter plan in addition to additional functionalities. These additional functionalities include management of deals and opportunities, multiple sales pipelines, and 25 workflows. It provides tools for email marketing, such as an email template builder, as well as tools for tracking opens and clicks on the emails sent. A performance dashboard and a win-loss analysis are two of the features that are included in its reporting and analytics capabilities. Each user has access to 1 GB of storage space within the app.
Premium
Everything that is included in the Lite plan is also included in the Premium plan, along with additional advanced features such as campaign management, marketing automation, and 75 workflows.
Users are given the ability to schedule emails and can send up to 1,000 emails per month using this platform.
The amount of in-app storage that is allotted to each user is 3 GB.
Ultimate
The Ultimate plan provides users with additional features in addition to those that are included in the Premium plan. These additional features include email sequencing, a notification builder, a feature for the short message service (SMS), as well as configure, price, and quote capabilities (CPQ).
It has a capacity of 3,000 emails per month, 150 workflows, and 10 GB of in-app storage for each individual user.
Enterprise
The Enterprise plan is Apptivo’s customized offering for businesses operating at the enterprise level.
It shares the same features as the Ultimate plan, with the primary distinction between the two plans being the allocation limit of the features included in each.
These include 5,000 emails, 300 workflows, and an allocation of 15 GB of storage space for each user.
The addition of a dedicated account manager and the capacity for white labeling are both features that come standard with this plan.
Apptivo Features
Apptivo offers tools that are essential for effectively managing and cultivating relationships with customers. Tools to monitor pipelines, track leads and deals, analyze sales, and track progress are included in this category. The following are some of the standout and general features that we enjoy most about Apptivo.
Apptivo’s ability to provide solutions that are particular to a given industry is one of its most notable characteristics. It offers tools and functions that are particularly useful to the travel and hospitality, real estate, retail, manufacturing, not-for-profit, and energy sectors of the economy. Apptivo has specialized templates for work orders, contracts, and territory management that are tailored to the requirements of these industries. Because it integrates natively with third-party software, you can synchronize your accounts with other applications such as accounting software, office tools, and project management software.
Lead Management
You can easily collect leads from a variety of sources using Apptivo’s lead management feature. These sources include campaigns, call logs, emails, and web form submissions. It gives you the ability to distribute leads to the salesperson who is the best fit for them in terms of territory, the origin of the lead, and the business industry.
Email Marketing
You are able to manage your email marketing campaigns directly within the Apptivo platform thanks to the email marketing feature. It gives you access to tools such as an email template builder as well as pre-made email templates from which you can select. In addition to that, it provides extensive reporting on the performance of emails, including open rate reports, click rate reports, reports on bounced emails, and reports on the number of recipients who engaged with your emails.
Administration of Territories
With the help of Apptivo’s territory management feature, sales managers are able to create territory segments for customers and contacts based on their place of employment, with those segments being divided into counties, states, and cities. It assists companies in tracking their overall sales and identifying which regions bring in the most revenue as well as those that bring in the least
Project Management
The project management tool offered by Apptivo incorporates a variety of features, including task management, timesheet tracking, and project tracking, among others. Its timesheet tracking feature includes a work log of tasks in addition to records of billable tasks, and its task management feature enables the use of Gantt charts for the tracking of timelines in addition to the more traditional method of listing tasks in a table. A timesheet-to-invoice conversion tool is also accessible, in addition to the project tracking feature that enables you to manage an unlimited number of projects.
Third-Party Integrations
You will have the ability to synchronize your customer data into the platform, launch email marketing campaigns, and perform accounting-related tasks with the help of Apptivo because it has native integration capabilities with a wide variety of third-party applications. It can integrate with a wide variety of apps, such as those used for social media management, project management, document management, accounting, and payment management.
Support for Customers
Apptivo offers a variety of tiers of customer support, each of which is determined by the customer’s choice of support channel and plan.
Email support is included with all of the plans, but only the paid plans give users access to live chat, phone, and training support.
Users can also consult the resources provided by the knowledge base to find answers to their questions.
Simpleness of Use
Because of its user-friendly interface, Apptivo is great for people who are just starting out. The vast majority of customer reviews mention that it is simple to navigate and that it can be utilized right away after signing up.
What Apptivo’s Users Have to Say about It
Apptivo has received generally favorable feedback. Users have highlighted a number of features, including the straightforward interface that is simple to navigate. Additionally, numerous users praised the quality of its customer support. It needs to make up for areas such as the occasional spottiness of its email integration feature and the requirement for technical support when making customizations in the system. These are both examples of areas where it needs to improve.
Bottom Line
Apptivo is a CRM that is simple to use and offers features that are specific to your industry. It also gives you the ability to manage your customers and streamline your sales processes. The free version of this software is suitable for sole proprietors who are in need of dependable lead and deal management tools. However, if you’re looking to scale your business and need advanced CRM tools like sales and marketing automation, we recommend that you look into Apptivo’s paid versions instead of the free version.
Pros
- Excellent customer support
- Can be put to use immediately after being set up
- Provides industry-specific solutions, including those for the hospitality and real estate sectors
Cons
- One user is the maximum capacity for the free plan
- There is no mobile app available for the free version
- The user interface as a whole appears antiquated
