Financials
Freshby Apptivo
Invoice and estimate creation, expense capture, payment logging, and basic ledger reportingBusinesses that need billing and collections data co-located with their CRM contacts rather than in a separate accounting app
Invoice generation, expense tracking, payment recording, and general ledger management.
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
More from Apptivo
- Sales CRM
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
- Campaigns
Email campaign authoring, audience segmentation, send scheduling, and open/click reporting
- 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