The Apptivo app brings everything your business needs from customer management and project management to invoicing into one customizable and integrated solution. Effortlessly manage your sales pipeline and track your projects from your mobile, on-the-go. No more juggling the apps and paying multiple subscriptions.
The mobile app is an addition to our web-based Apptivo application. The Apptivo app comprises the following tools:
* CRM - manages your customers and sales pipeline.
* Invoices - sends invoices and manages payments online.
* Work Orders - manages and dispatches the resources to customer problems on-site, and tracks the time and resources used.
* Estimates - sends estimates and closes more deals.
* Help Desk - manages your support tickets and resolves customer issues ASAP.
* Expenses Reports - records your business expenses on-the-go.
* Projects - manage tasks and milestones.
* Orders - manages customers’ orders and inventory intricately.
* Suppliers - manages your suppliers.
* Purchase Orders - manages an unlimited number of vendors, purchase orders, and items.
* Inventory Management - creates a warehouse inventory in seconds, saves time by creating receipts, moves goods between warehouses and shipping, and manages your stock.
* Custom App - accesses your custom apps directly from your mobile.
This app is free to download, merely customizable, and easy to use. Install it and start managing your business remotely.
For any questions, touch base with us at email@example.com or +1-855-345-2777
* Bug fixes.
Ratings and Reviews
Almost everything I’m looking for
First, this all-in-one app is a huge improvement. Makes working on the road so much easier. I sat in a restaurant working on my lead list, texting leads and noting it in Apptivo. Super easy.
I like that I can use my iPhone camera to take pictures to attach to my clients in Apptivo. Another convenient feature.
I’m just starting to really use Apptivo on my mobile while on the road working. I think it’s going to be a huge help this year, not having to wait till I get home and on the computer.
No other CRM for small businesses is this customizable. I’ve tried several of them but Apptivo does it the best. There is a learning curve and I’ve gone down the wrong path customizing a few times, resulting in deleting and starting over, but once the fields are organized and set up correctly it’s wonderful
I don like how the “leads” app doesn’t sync with GSuite. I don’t use the leads app as a result. I need to see my leads show up in caller ID, but since they don’t sync with GSuite they appear as unknown numbers.
No Projects. No happy.
Project management continues to be an afterthought unfortunately. Projects don’t appear in the app...which is what we use more than anything else in Apptivo. What a bummer for us! 2 stars for putting everything else in 1 app.
Developer Response ,
We glad to inform that we have launched the Projects app in Apptivo All-In-One App.
With Family Sharing set up, up to six family members can use this app.