Sales CRM
Freshby Apptivo
Lead and opportunity pipeline management with contact records, deal stages, contracts, and territory routingSales teams needing a central system to track deals and customer interactions from first contact to close without paying Salesforce prices
Pipeline management covering leads, contacts, opportunities, contracts, and territory assignment with configurable deal stages.
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
- 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
- Financials
Invoice and estimate creation, expense capture, payment logging, and basic ledger reporting