Apptivo
Fresh74% completeApptivo is an integrated business management suite offering 65+ modular apps spanning CRM, help desk, project management, invoicing, inventory, and HR — all on a single platform. Practitioners configure workflows, custom fields, and dashboards without code; the app count available scales with plan tier. Used primarily by SMBs wanting to consolidate Salesforce-style CRM, invoicing, and support tooling into one subscription rather than stitching separate point solutions.
Products
- Sales CRMactiveLead and opportunity pipeline management with contact records, deal stages, contracts, and territory routing
Pipeline management covering leads, contacts, opportunities, contracts, and territory assignment with configurable deal stages.
- Help DeskactiveInbound ticket creation, assignment, and resolution tracking with SLA enforcement
Customer support ticketing system with case routing, SLA tracking, and customer communication history.
- Field ServiceactiveWork order creation, technician dispatch, and job status tracking via mobile app
Mobile workforce job scheduling and dispatch management for field technicians.
- CampaignsactiveEmail campaign authoring, audience segmentation, send scheduling, and open/click reporting
Email marketing campaign builder with list segmentation, scheduling, and delivery tracking.
- ProjectsactiveTask lists, milestone scheduling, and time entry logging tied to customer or opportunity records
Task and milestone tracking with timesheet logging for project-based work.
- Supply ChainactivePO creation, inventory quantity management, and order-to-shipment fulfillment tracking
Purchase order management, inventory level tracking, and order fulfillment for product-based businesses.
- FinancialsactiveInvoice and estimate creation, expense capture, payment logging, and basic ledger reporting
Invoice generation, expense tracking, payment recording, and general ledger management.