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Apptivo

A web-based software system designed by Apptivo Inc..
Questions about Apptivo? Call (800) 827-1151 and talk to a software expert now.

Grow your business with Apptivo CRM, Invoicing, Projects, Timesheets and more. Easy, affordable and integrated.

Financials

  • Receivables
  • Credit Notes
  • Estimates
  • Investor Leads
  • Sales Receipts
  • Investors
  • Invoices
  • Ledger

Project Management

  • Projects
  • Timesheets

Customer Relationship Management

  • Customers
  • Contacts
  • Work Orders
  • Opportunities
  • Cases
  • Leads

Human Resources

  • Jobs
  • Employees
  • Holidays
  • Teams
  • Candidates

Web Presence

  • Domains
  • TrustedBusiness

Supply Chain Management

  • Orders
  • Suppliers
  • Manufacturers
  • Shipments
  • Distributors
  • Inventory

Marketing

  • Pricing
  • Promotions
  • Targets
  • Campaigns
  • Loyalty management
  • Surveys

Product Management

  • Ideas
  • Patents
  • Requirements
  • Items
  • Item categories
  • Provisional patents

CRM

  • Manage existing and new customers
  • Nurture existing relationships
  • Increase customer satisfaction
  • Improve sales effectiveness

Customers]

360 degree view of your Customers…

Contacts

Manage your Business Contacts…

Work Orders

Track your Service Work…

Opportunities

Win Sales Opportunities…

Cases

Solve your Customers’ Problems…

Leads

Capture and Target winning Leads…

Financials

  • Have customers pay online, instantly
  • Record and store payments and receipts
  • Never worry about lost records
  • Take care of your investors

Receivables

Track and Capture Customer Payments…

Credit Notes

Issue credit to existing customers….

Estimates

Win business with accurate & elegant estimates…

Investor Leads

Raise Capital…

Sales Receipts

Automated Receipts for Customers…

Investors

Organize your investors in a central place…

Invoices

Fast and accurate invoicing…

Ledger

Maintain your Books…

Human Resources

  • Understand your best assets - your employees
  • Recruit the right people
  • Define job requirements and duties
  • Keep track of your teams and employees

Jobs

Identify your Job Openings…

Employees

360 Degree View of your Employees…

Holidays

Track Business and Customer Holidays…

Teams

Create cross functional teams…

Candidates

Hire great people…

Marketing

  • Attract sales by optimizing your offerings
  • Reach customers through new channels
  • Better communicate with current customers
  • Learn about your target market

Pricing

Implement Standard and Customer based Pricing…

Promotions

Promote your Products with Offers…

Targets

Identify and Group Customers to Target…

Campaigns

Communicate your Marketing Message…

Loyalty Management*

Retain your Best Customers…

Surveys

Capture the Voice of your Customer…

Product Management

  • Know your products
  • Promote and support product development
  • Have your whole team involved
  • Keep track of new development ideas

Ideas

Innovate systematically…

Patents

Protect your Intellectual Property…

Requirements

Prioritize your Product Improvements…

Items

360 Degree View of your Products…

Item Categories

Provisional Patents

Track potential Intellectual Property…

Project Management

  • Collaborate on projects with customers
  • Invoice for projects or timesheets
  • Collect payments online

Collaborate easily

Collaborate with your co-workers and customers and improve productivity. Stay on top of things with tasks, to-dos, appointments, call logs or faxes and stay abreast with what is happening in your project with the newsfeed notification.

Manage work flexibly

Assign your work in a flexible manner that suits your business and organization. Create milestones or organize your activities into sub-projects as needed. Share documents and notes with your team.

Manage Project Scope

Ensure that your projects meet your long term product or business goals and at the same time satisfy pressing customer needs by managing project scope. Link the project scope to specific requirements in the Requirments App or cases in the Cases App.

Track Time

Track time of your employees, categorize billable and non-billable hours and get an online approvals of a timesheet either by the employee’s manager or customer’s manager.

Invoicing integration

Invoice for timesheets or projects flexibly based on your situation. Collect payments online with PayPal, Google checkout or Authorize.net saving time and money for yourself and your customer.

Ensure security

Leverage the pre-configured role based security or create custom roles so that employees have access to the appropriate features.

Supply Chain Management

  • Manage your supply chain from start to finish
  • All orders in one place
  • Optimize your distribution network
  • Efficiently manage inventory

Orders

Manage your Customer Orders…

Suppliers

360 Degree view of your Suppliers…

Manufacturers

360 Degree view of your Manufacturers…

Shipments

Manage your Shipping Process…

Distributors

360 Degree view of your Distributors…

Inventory

Track your inventory…

Web Presence

  • Lock in ownership of your online brand
  • Open new communication channels with customers
  • Market your business in new ways
  • Gain trust from prospective clients

Domains

Buy or Transfer a Domain…

TrustedBusiness

Showcase Your Business Trust…

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