This post was most recently updated on August 3rd, 2015
Last Updated on 5 years by RichBohn
This CRM Review examines Apptivo.
In-Depth CRM Review
983 Corporate Way
Fremont, CA 94539-6118
CRM Category: Strategic Solution – Cloud
Sub-Category: Contact Manager/Project Manager
Seats: Small Business
About the Company:
Apptivo: A Labor of Love
Until now, the cost of software alone made it impossible for many small businesses to keep up. Problem is, the vast majority of companies in our world are not huge corporations, but small and moderately sized entrepreneurial ventures. Determined to fuel the growth of small businesses around the globe, the innovators at Apptivo have been hard at work, drawing on their individual strengths and talents to level the playing field.
Apptivo is a labor of love, envisioned by a small close-knit group of industry leaders and software pioneers, with the vision of taking the tools that were, until recently, only available to corporate giants and putting them in the hands of those whose blood, sweat, and tears drive the worlds economy.
Bastin Gerald, Founder and CEO, believes that when software is affordable and easy to use, small businesses run faster, better, and cheaper. Before the creation of Apptivo, he spent five years at Cashedge, building applications that are currently being used by eight of the top ten US banks and major brokerage firms. He has eight years of experience at Oracle, the gold standard of business software, creating applications for supply chain management, product lifecycle management and financials.
Gerald has drawn together like minded individuals whose extensive collective resume includes top talent from Fortune 500 companies. Together they are devoted to working with startups and changing the way small businesses are managed. Gerald knows that people cant change the world alone. Our business is a prime example of that synergy, powerful innovation that comes from people working toward a common mission, becoming more than the sum of their parts. Welcome to Apptivo, software that grows with you.
About the Product:
The free-of-charge software service includes solutions for business needs such as invoicing, project management, time tracking, sales reporting, sales force, estimation and customer relationship management (CRM), among others, as well as data organization on a dashboard. It includes predefined templates and integrates with many other applications, including external services like Paypal and Google Checkout.
The company targets its apps-based solutions at small- and medium-sized businesses, from freelancers up to companies with hundreds of employees. Their model calls for customers making use of a small amount of apps, and progressively growing to utilize more of the offerings. The suite of Apptivo features is available through Google Apps including contacts sharing, free CRM, invoicing, project management, and timesheets software.
Apptivo’s cost-based services include some Google Apps integration, API access to integration for websites, role based access control, among other services.
Apptivo offers a complete CRM solution for any business. Manage customers, contacts, leads, cases and much more with the apps provided. For more info
Manage projects from inception to completion. You can monitor your employees work to make sure everything is completed on time. For more info
Invoice for timesheets or projects flexibly based on your situation. Collect payments online with PayPal, Google checkout or Authorize.net. For more info
For complete pricing details, please see:
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please see:
Rich’s View of Apptivo:
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If you are considering this program, you should also look at these other CRM solutions:
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