Campaigns
Freshby Apptivo
Email campaign authoring, audience segmentation, send scheduling, and open/click reportingMarketing teams running outreach to customer or prospect lists who want campaign history visible alongside CRM records
Email marketing campaign builder with list segmentation, scheduling, and delivery tracking.
Features
Custom Workflowsall plansCustom Fields Per Appall plansCustom Dashboardsall plansAPI Integrationsall plansSOC2 Type II Certificationall plansMobile App (On The Go)all plansTerritory Managementpaid onlySLA Managementpaid onlyDedicated Account Managerenterprise onlyEnterprise Integrationsenterprise only
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Lead and opportunity pipeline management with contact records, deal stages, contracts, and territory routing
- Help Desk
Inbound ticket creation, assignment, and resolution tracking with SLA enforcement
- Field Service
Work order creation, technician dispatch, and job status tracking via mobile app
- Projects
Task lists, milestone scheduling, and time entry logging tied to customer or opportunity records
- Supply Chain
PO creation, inventory quantity management, and order-to-shipment fulfillment tracking
- Financials
Invoice and estimate creation, expense capture, payment logging, and basic ledger reporting