Apptivo is a cloud-based business management software that offers a suite of applications to help small and medium-sized businesses (SMBs) streamline their operations. 

Apptivo’s all-in-one solution allows businesses to manage their day-to-day operations from a single platform, making it easier to collaborate with team members, streamline processes, and increase efficiency. 

Apptivo has become a popular choice for SMBs across a range of industries, offering affordable pricing and customizable features to meet the specific needs of businesses of different sizes and types. 

The platform’s user-friendly interface and extensive support resources make it easy for businesses to get started and quickly see the benefits of a centralized, cloud-based business management solution. 

In this blog, we will explore the features and benefits of Apptivo in more detail, and discuss how it can help businesses achieve their goals and grow more effectively.

Q1. What is Apptivo?

Apptivo is a cloud-based software platform that offers a suite of business management applications to help small and medium-sized businesses (SMBs) streamline their operations. The platform provides a range of modules for managing different aspects of a business, including customer relationship management (CRM), project management, invoicing, financials, procurement, supply chain management, and more.

Apptivo aims to provide an all-in-one solution for SMBs to manage their business processes, allowing them to save time and increase efficiency. The platform also offers integrations with other popular business applications, such as Google Workspace, Microsoft Office 365, and QuickBooks, to further enhance its functionality.

Apptivo was founded in 2009 and is headquartered in Fremont, California. It serves customers across a range of industries, including manufacturing, healthcare, retail, and professional services.

Q2. How Does Apptivo Work?

Apptivo works by providing a suite of modules that are designed to help businesses manage various aspects of their operations. Here’s how it works:

  1. Sign up and create an account: Businesses can sign up for Apptivo and create an account on the platform.
  2. Choose the modules to use: Once the account is created, businesses can choose which modules they want to use based on their specific needs. For example, they may want to use the CRM module to manage customer interactions, the Project Management module to manage projects, or the Financials module to manage their finances.
  3. Customize settings: After selecting the modules, businesses can customize the settings based on their specific requirements. For example, they can customize the fields, forms, and workflows within each module to align with their business processes.
  4. Add data: Once the settings are customized, businesses can start adding data to the modules. For example, they can add customer information to the CRM module, project details to the Project Management module, or financial transactions to the Financials module.
  5. Manage and analyze data: With the data added to the modules, businesses can then manage and analyze the data to gain insights into their operations. For example, they can use the CRM module to manage customer interactions and analyze customer data to improve their sales and marketing strategies.
  6. Collaborate with team members: Finally, Apptivo allows team members to collaborate on projects and tasks within the modules, enabling better communication and coordination across the organization.

Q3. What are Some of the Interesting Facts About Apptivo?

Here are some interesting facts about Apptivo:

  1. Apptivo was founded in 2009 by Bastin Gerald, who still serves as the CEO of the company.
  2. The company is headquartered in Fremont, California, and has a global presence, serving customers in over 200 countries.
  3. Apptivo’s platform offers over 50 integrated business applications, including CRM, project management, financials, invoicing, and supply chain management.
  4. Apptivo has received several industry awards, including recognition as a Gartner Cool Vendor in the CRM for Customer Service and Support category.
  5. The company has a strong focus on security and compliance, with ISO 27001 certification and compliance with GDPR and other data privacy regulations.
  6. Apptivo offers a free version of its platform for small businesses with up to three users, making it an attractive option for startups and entrepreneurs.
  7. The company has a robust partner ecosystem, with over 500 technology partners and resellers that offer customizations and integrations with other business applications.
  8. Apptivo has a customer satisfaction rate of over 95%, according to its website, indicating a strong track record of delivering value to its customers

Q4. How to Use Apptivo Software?

Apptivo offers a suite of business management applications to help small and medium-sized businesses streamline their operations. Here are some general steps to use Apptivo:

  1. Sign up for an account: To use Apptivo, you need to sign up for an account on their website.
  2. Choose the apps you need: Apptivo offers a variety of apps, so you need to choose the ones that best fit your business needs. Some of the most popular apps include CRM, Project Management, Invoicing, Financials, and Supply Chain Management.
  3. Customize the apps: Once you’ve selected the apps you want to use, you can customize them to fit your business processes. This may involve adding custom fields, creating workflows, and setting up automation rules.
  4. Add data: To make the most of Apptivo, you’ll need to add data to the apps you’re using. This may include customer information, project details, and financial data.
  5. Use the apps: Once you’ve set up your apps and added data, you can start using Apptivo to manage your business processes. This may involve creating and sending invoices, managing projects, tracking customer interactions, and more.
  6. Get support: If you need help using Apptivo, you can access their customer support team through their website. They offer a variety of resources, including a knowledge base, a user forum, and live chat support.

Q5. What are the Alternatives to Apptivo software?

There are many alternatives to Apptivo software, depending on the specific needs of your business. Here are some examples:

  1. Zoho: Zoho is a cloud-based business management platform that offers a suite of applications for managing various aspects of a business, including CRM, project management, accounting, and more. It is similar to Apptivo in that it offers an all-in-one solution for small businesses.
  2. Salesforce: Salesforce is a cloud-based CRM platform that is designed to help businesses manage their customer relationships. It offers a wide range of features, including sales automation, marketing automation, customer service, and more.
  3. HubSpot: HubSpot is a cloud-based marketing, sales, and customer service platform that is designed to help businesses attract, engage, and delight customers. It offers a range of features, including CRM, marketing automation, sales automation, and more.
  4. Freshworks: Freshworks is a cloud-based customer engagement software that offers a suite of applications for managing customer relationships, including a CRM, helpdesk, and marketing automation tools.
  5. Odoo: Odoo is a cloud-based business management software that offers a suite of applications for managing different aspects of a business, including CRM, project management, accounting, and more.

Q6. What are the Features of Apptivo?

Apptivo offers a comprehensive suite of business management applications that can help small and medium-sized businesses (SMBs) streamline their operations. Some of the key features of Apptivo include:

  1. Customer Relationship Management (CRM): Apptivo offers a full-featured CRM module that includes contact management, lead management, opportunity management, and sales forecasting.
  2. Project Management: Apptivo’s project management module helps businesses manage their projects, tasks, and timelines. It also offers collaboration tools to help teams work together efficiently.
  3. Financials: Apptivo provides financial management tools, including invoicing, billing, and payment tracking. It also integrates with popular accounting software like QuickBooks.
  4. Procurement and Supply Chain Management: Apptivo’s procurement and supply chain management module enables businesses to manage their procurement processes, track inventory, and monitor their supply chain.
  5. Human Resources Management: Apptivo provides HR management tools that help businesses manage employee data, track time off requests, and handle employee benefits.
  6. Marketing Automation: Apptivo’s marketing automation module includes tools for email marketing, lead capture and tracking, and campaign management.
  7. Business Intelligence: Apptivo offers robust reporting and analytics capabilities that enable businesses to track performance metrics and make data-driven decisions.
  8. Integrations: Apptivo integrates with a variety of third-party applications, including Google Workspace, Microsoft Office 365, QuickBooks, and more.

 

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Q7. What is the Pricing of Apptivo Software?

Apptivo offers a range of pricing plans to suit the needs of different types of businesses. Here are the current pricing plans as of May 2023:

  • Starter Plan: $8 per user per month, billed annually. This plan includes access to the CRM, invoicing, and project management modules.
  • Standard Plan: $12 per user per month, billed annually. This plan includes all the features of the Starter plan, plus access to additional modules like supply chain management, procurement, and financials.
  • Ultimate Plan: $20 per user per month, billed annually. This plan includes all the features of the Standard plan, plus advanced features like custom app development, advanced reporting, and API access.
  • Apptivo also offers a free plan that provides access to the CRM, invoicing, and project management modules for up to three users. Additionally, there is a 30-day free trial available for businesses that want to try out the platform before committing to a paid plan.

It’s worth noting that these prices and plans are subject to change, and businesses should always check the Apptivo website for the latest information.

Q8. What are the Benefits of Apptivo Software?

Apptivo software offers several benefits to businesses, including:

  1. Streamlined operations: Apptivo provides a suite of applications that allow businesses to streamline their operations and manage their business processes more efficiently. The software automates tasks, reduces manual processes, and provides real-time data and insights, enabling businesses to make better-informed decisions.
  2. Cost-effective: Apptivo offers affordable pricing plans, making it accessible to small and medium-sized businesses. The software eliminates the need for multiple tools and systems, reducing costs and increasing productivity.
  3. All-in-one solution: Apptivo offers a comprehensive suite of applications that cover a range of business processes, from CRM to project management, invoicing, and financials. This all-in-one solution provides businesses with a single platform for managing their operations.
  4. Customizable: Apptivo is highly customizable, allowing businesses to tailor the software to their specific needs and requirements. The platform also offers integrations with other popular business applications, further enhancing its functionality.
  5. Accessible from anywhere: Apptivo is cloud-based software, meaning it can be accessed from anywhere with an internet connection. This allows businesses to manage their operations remotely, enabling them to be more flexible and adaptable to changing circumstances.

Q9. What are the Drawbacks of Apptivo Software?

While Apptivo offers a range of features and benefits, there are also some potential drawbacks to consider. Here are a few:

  1. Complexity: Apptivo offers a wide range of modules and features, which can make it a bit overwhelming for new users. It may take some time to get familiar with all the functionality and customize the platform to suit your business needs.
  2. Limited customization: While Apptivo offers a high level of customization for its modules, some users may find that they cannot fully customize certain aspects of the software to suit their specific needs. This could limit the platform’s flexibility and effectiveness for some businesses.
  3. Pricing: Apptivo’s pricing can be a drawback for some users, especially for small businesses with limited budgets. While the platform offers a free version with basic features, some of the more advanced features require a paid subscription.
  4. Customer support: Some users have reported experiencing difficulties with Apptivo’s customer support. While the company offers support through various channels, such as email, phone, and live chat, some users have reported slow response times or difficulty resolving issues.
  5. Integration limitations: While Apptivo offers integrations with other popular business applications, such as Google Workspace and QuickBooks, there may be limitations on how these integrations work. Some users have reported difficulties syncing data between Apptivo and other applications.

Q10. How Much Does it Cost to Develop Software like Apptivo?

The cost of developing a software platform like Apptivo can vary widely depending on several factors, such as the complexity of the software, the number of features and modules required, the technology stack used, the size and experience level of the development team, and the geographic location of the developers.

A basic version of Apptivo can be developed for a few thousand dollars, but a fully-featured platform can cost $25000-$50000 to develop. Factors that can add to the cost include advanced features like artificial intelligence, machine learning, and advanced data analytics.

Additionally, ongoing maintenance and support costs should be considered, as software development is an ongoing process that requires updates, bug fixes, and new features to stay relevant.

It’s important to note that the cost of software development is not just about the initial development phase, but also ongoing maintenance and updates. Therefore, businesses should carefully evaluate their needs and budget to determine whether it makes sense to develop their own platform or to use an existing software solution like Apptivo which already has a proven track record and established customer base.