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Apptivo

4.1
(52)

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

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

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)

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)

Sales

Contact Management

Captures contact information of customers and prospects.

Not enough data available

Interaction Tracking

Captures interactions and communications between sales teams and customers.

Not enough data available

Lead Management

Compiles leads and related data while ranking them based on potential conversion rate.

Not enough data available

Opportunity Management

Tracks prospects based on their location in the sales pipeline.

Not enough data available

Gamification

Enables competition between a sales team by providing things like challenges and scoreboards.

Not enough data available

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

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)

Marketing

Newsletters

Enables the creation and distribution of marketing newsletters.

Not enough data available

Email Campaigns

Provides tools such as budgeting and calendaring to orchestrate and execute an email campaign.

Not enough data available

Email Tracking

Tracks outgoing emails and enables users see if targets viewed an email.

Not enough data available

Marketing Analytics

Measures the effectiveness of marketing campaigns.

Not enough data available

Social Marketing

Provides functionality to execute marketing campaigns via social channels.

Not enough data available

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

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

Service

Ticketing

Enables customers to communicate issues via a ticketing system.

Not enough data available

Live Support Chat

Enables users to assist customers via live chat.

Not enough data available

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

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)

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