Apptivo

4.1
(53)

Apptivo is a affordable SaaS business management software for SMB. Our ERP apps include project management, CRM, invoicing, supply chain management, and more!

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Apptivo Features

Sales Force Automation

Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

75%
(Based on 31 reviews)

Partner Relationship Mgmt. (PRM)

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

68%
(Based on 13 reviews)

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

82%
(Based on 27 reviews)

Desktop Integration

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

71%
(Based on 17 reviews)

Territory & Quota Management

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

79%
(Based on 13 reviews)

Contact & Account Management

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

81%
(Based on 36 reviews)

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

76%
(Based on 21 reviews)

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

78%
(Based on 26 reviews)

Quote & Order Management

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

79%
(Based on 26 reviews)

Ticket and Case Management

Workflow

Route tickets based on values of fields, changes to ticket status and time based conditions

Not enough data available

Response Automation

Respond to common requests with standard reply

Not enough data available

SLA Management

Service Level Agreement Management

Not enough data available

Attachments/Screencasts

Documents and files can be attached to the ticket to communicate with customer issues/resolutions

Not enough data available

Ticket Collaboration

Share and collaborate on tickets with multiple customer service representatives

Not enough data available

Ticket Creation User Experience

User Experience of creating and submitting a ticket

Not enough data available

Ticket Response User Experience

User Experience of responding and recieving a response

Not enough data available

Marketing Automation

Email Marketing

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

72%
(Based on 18 reviews)

Campaign Management

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

77%
(Based on 15 reviews)

Lead Management

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

82%
(Based on 24 reviews)

Marketing ROI Analytics

Enables analysis of effectiveness of an organizations various marketing activities

78%
(Based on 10 reviews)

Tasks

Task Creation and Assignment

Create and assign tasks for individual users with details and due dates.

86%
(Based on 17 reviews)

Due Dates

Set deadlines on tasks.

84%
(Based on 18 reviews)

Task Prioritization

Set priority levels on tasks so individuals can organize their work.

84%
(Based on 16 reviews)

To-Do Lists

Each user can view their list of tasks to be completed.

84%
(Based on 17 reviews)

Customer Support

Call Center Features

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

82%
(Based on 12 reviews)

Case Management

Tracks issues/help requests reported by customers through the resolution process.

86%
(Based on 19 reviews)

Customer Support Portal

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

84%
(Based on 18 reviews)

Knowledge Base

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

84%
(Based on 17 reviews)

Support Analytics

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

86%
(Based on 13 reviews)

Collaboration

Collaborative Project Planning

Multiple users can collaborate on the planning of a project.

90%
(Based on 12 reviews)

Comments

Discussion of tasks, issues or the project as a whole can occur within the system.

91%
(Based on 14 reviews)

Documents and Uploads

Media can be uploaded, associated with projects or tasks, discussed and annotated.

89%
(Based on 16 reviews)

Before the Job

Calendar

Uses the calendar tool to determine field workers who are free for the job.

Not enough data available

Dispatch

Notifies field service workers of their upcoming assignments.

Not enough data available

Privacy

Allows users to see tasks according to permissions and roles.

Not enough data available

Booking

Allows clients to book jobs through the desktop page or within the app.

Not enough data available

Reporting & Analytics

Forecasting

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

67%
(Based on 15 reviews)

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

72%
(Based on 25 reviews)

Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

74%
(Based on 25 reviews)

Time Tracking

Ease of Completing Timesheets

Timesheet entry takes little time and is intuitive for new users

61%
(Based on 8 reviews)

Tracking Time to Project/Task

Users can easily track time based on task or activity and assign to projects

75%
(Based on 9 reviews)

Billable Time Rate Management

Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.

72%
(Based on 8 reviews)

Projects

Gantt Chart / Project Map

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

80%
(Based on 14 reviews)

Calendar View

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

83%
(Based on 17 reviews)

Baselining / KPIs

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

83%
(Based on 8 reviews)

Project Budgeting

Associate a budget with a project and allocate it accordingly by task or resource.

84%
(Based on 10 reviews)

Issue Tracking

Track issues and manage resolutions.

85%
(Based on 8 reviews)

On the Job

Location

Tracks employee location to ensure timeliness.

Not enough data available

Employee Communication

Enables communication within the app from manager to field service employee.

Not enough data available

Behavior Monitoring

Monitors behavior in the field.

Not enough data available

Client Notifications

Notifies clients, should any delays or mishaps occur.

Not enough data available

Mobile & Social

Social Network Integration

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

77%
(Based on 11 reviews)

Social Collaboration Features

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

76%
(Based on 13 reviews)

Mobile User Support

75%
(Based on 20 reviews)

Client Invoicing

Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

93%
(Based on 6 reviews)

Electronic Payments

Accepts electronic payments from clients

94%
(Based on 5 reviews)

Project Accounting / Revenue Recognition

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

n/a

Portfolio Management

Portfolio Coordination

Organize, prioritize, rate and score projects to best understand your business's progress and initiatives.

Not enough data available

Portfolio Budgeting

Allocate budgets between departments and projects, and allow users to control portions for their projects.

n/a

What-If Scenarios

Managers can draw up multiple possible scenarios and weigh options based on profitability and resource capacity.

n/a

Workflow

Automate task approvals processes and handoffs at project milestones.

78%
(Based on 6 reviews)

Request Management

Manage project and change requests in the system, approving or sidelining requests.

Not enough data available

Cost Tracking

Track total cost associated with projects and then report actual versus planned budget.

n/a

ROI and Forecasting

Measure return on investment and leverage data to predict profitability of future projects.

n/a

Risk Analysis

Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.

n/a

After the Job

Reports

Creates reports that reflect field performance either as a team or individually, to review productivity.

Not enough data available

Analytics

Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.

Not enough data available

Invoicing

Sends invoices through the software and allows clients to pay on the spot.

Not enough data available

CRM Integrations

Integrates with CRM software to monitor all aspects of the customer relationship.

Not enough data available

Platform

Output Document Generation

Allows adminstrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

68%
(Based on 13 reviews)

Sandbox / Test Environments

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

63%
(Based on 9 reviews)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

83%
(Based on 19 reviews)

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

79%
(Based on 19 reviews)

Customization

Allows administrators to customize to accomodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

74%
(Based on 20 reviews)

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

74%
(Based on 18 reviews)

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

76%
(Based on 13 reviews)

Document & Content Mgmt.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

77%
(Based on 15 reviews)

Communication Channels

Customer Portal

Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Not enough data available

Email to Case

Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket

Not enough data available

Chat/Live Support

Ability for customer service agents to communicate with customers via live chat to solve problems live

Not enough data available

Social Integration

Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks

Not enough data available

Resource Management

Resource Database

Maintain a database of resources that contains employment details, skills and availability.

81%
(Based on 7 reviews)

Resource Allocation

Allocate resources to various projects, phases and tasks.

76%
(Based on 5 reviews)

Workload Capacity

Track resource workloads in order to dedicate the manhours of your workforce most effectively.

n/a

Time Tracking

Associate effort with tasks including planned versus actual time allocated. Determine global or specific hourly rates for contract work or value to internal manhours.

76%
(Based on 8 reviews)

Integration

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

75%
(Based on 10 reviews)

Data Import & Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

73%
(Based on 18 reviews)

Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

67%
(Based on 12 reviews)

Call Center

Make, Receive, and Record Calls

Make and receive calls directly in the application. Track and record calls for analysis.

Not enough data available

Customer and Contacts Database

Central repository for account and contact information

Not enough data available

Products and Version Tracking

Central repository for tracking products and product versions customer is using

Not enough data available

Call Scripting

Provides abilty for customer reps to use a script when calling customers for common reasons

Not enough data available

Interactive Voice Response (IVR)

Automates interactions with telephone callers so that calls can be routed to the appropriate agent

Not enough data available

Platform

Alerts

The system alerts users of due dates, workflow handoffs or changes that affect their projects.

76%
(Based on 14 reviews)

Mobile

Offers a mobile app or mobile optimized website to manage projects and tasks on-the-go.

79%
(Based on 12 reviews)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

86%
(Based on 13 reviews)

API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

78%
(Based on 11 reviews)

Reporting and Dashboards

Access pre-built and custom reports and dashboards.

78%
(Based on 16 reviews)

Customization

Allows administrators to customize to accomodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

78%
(Based on 16 reviews)

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

82%
(Based on 18 reviews)

Self Service/Community

Forums

Online discussion functionality so customers can have conversations among each other

Not enough data available

Knowledge Base

Searchable prepopulated knowledge base or Wiki that also deflects tickets by suggesting articles during ticket entry

Not enough data available

Ideas/Feedback

Allows customers to enter and vote on suggestions to products and services

Not enough data available

Q&A

Allows customers to post questions publicly and get answers from customer service agents and other customers

Not enough data available

Mobile Time Tracking

Time Tracking

Allows users to track and enter time spent on project tasks from mobile device.

67%
(Based on 5 reviews)

Reporting & Analytics

Social Monitoring

Functionality to Monitor social activity for brands/products and respond in social network to customers social activity

Not enough data available

Reporting

Not enough data available

Dashboards

Not enough data available

Administration

Standard Integrations

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Not enough data available

Workflow

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

73%
(Based on 5 reviews)

Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

82%
(Based on 5 reviews)

Policy Compliance Management

Enables administrators to create rules that enforce compliances of corporate time and expense policies

Not enough data available

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

90%
(Based on 6 reviews)

Platform

Reporting

Access pre-built and custom reports and dashboards.

Not enough data available

APIs / Integration

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Not enough data available

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

Not enough data available

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

94%
(Based on 5 reviews)

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Not enough data available

Offline

Provides users ability to create and access expense reports/timesheets while not connected to internet.

n/a

Platform

ITIL Compliance

ITIL is a methodology for ticket management that some Help Desk tools are built to support

Not enough data available

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Not enough data available

Customization

Not enough data available

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Not enough data available

Internationalization

Not enough data available

Performance & Reliability

Not enough data available

Integration APIs

Not enough data available