Apptivo CRM Review 2023: All In One CRM for SMBs

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Bonfire Rating: 4.4/5 Apptivo is all about personalizing your CRM to fit your business like a glove!












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Apptivo CRM


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$
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Powerful Lead and Contact Management





24/7 Live Chat Support





Great Project Management Capabilities






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.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} Finding the right CRM software can be tricky without the right tools. With so many choices, it’s easy to go through dozens of duds, wasting time and money that could be spent on your business. I’m AJ—here to help you narrow it down. Over the last decade, I built and sold my business (in a successful seven-figure exit) using all kinds of sales tools. Now, I’m using Small Business Bonfire (SBB) to impart what I learned to fellow entrepreneurs. The goal is simple— to get you to where I am (faster) without making the same mistakes . So let’s talk about a CRM that I think is fantastic—Apptivo. The SBB team and I tested the software over three months to bring you this comprehensive Apptivo CRM review. There’s a lot to cover, so let’s dig in! FYI—we curated a list of the best Small Business CRM software . Check it out when you’re finished reading!



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You Can Trust Small Business Bonfire Since 2009 SBB has been testing and rating software. If you’re curious to know how we test, please read this article here. 











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Apptivo is a cloud-based, all-in-one customer relationship management (CRM) software made up of the following modules: Sales Financials Marketing Product Management Project Management Human Resources Apptivo CRM is a robust platform that wears many hats, but don’t worry; we’ll break each down for you . How it works is that each pricing plan contains a certain amount of available Apptivo apps. Each application is essentially its own separate feature. We’ll give you an overview of the following Apptivo features (or apps): Lead management Contact management Email campaign management Testimonials Invoices Expense reports Ideas Patents Projects Timesheets Recruitment Teams Whew! Talk about a feature-rich platform that does it all. During our three months of testing, we were consistently blown away by the power of the CRM solution. When you factor in that it’s also very affordable, it’s easy to see why Apptivo is one of our favorite platforms on the market. It’s fantastic for small and midsize businesses (SMBs) looking for an all-in-one powerhouse CRM solution to scale with. It’s also a perfect fit for sales and marketing teams looking to improve the entire customer lifecycle from start to finish.



Apptivo CRM System



As we touched on, Apptivo comprises a suite of applications that work together to provide an efficient CRM solution. Let’s look at each module (and its associated apps) in the overall Apptivo CRM platform.








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Sales

Apptivo's Sales offering is perfect for scaling your small business, nurturing leads, and managing contacts.



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Marketing

Marketing through Apptivo gives you all the tools you need to empower your marketing teams. 



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Financials

Financials is an all-in-one money management system with a surprising amount of customization. 



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Project Management

Project Management makes it easy to get your entire team on the same page with your all your projects!



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Product Management

Product Management gives you the tools to track all our products!



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Human Resources

Apptivo's Human Resources application makes it super easy to find the right candidates for the job!



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Sales



Sales with Apptivo is essentially the sales CRM branch of the overall platform. Here, you can manage leads and customers in one place, track sales activities, manage all your business contracts, and empower your sales teams to succeed. Some features offered by Sales include the following: Lead management Opportunity management Contracts Contact center (calls & SMS) Contact management This leg of Apptivo is fantastic for keeping leads and customer information organized and nurturing customer relationships .





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Sales: Lead Management















Lead management is a vital part of any successful CRM program. With this feature, we could easily add and manage our affiliate marketing leads in one place . We started by clicking the "create" button to add our first lead. Here's how it looked (to give you a better idea). One aspect of lead management with Apptivo that we thought was awesome was just how in-depth the lead creation was. We've tested dozens of CRM platforms with Small Business Bonfire, and it's pretty common to just have a few fields available. With Apptivo, that couldn't be further from the case. To give you an idea of how comprehensive it was, here are some of the fields we filled out with each new lead: Lead status Lead source Best way to contact Type of lead Associated campaign Associated business Social media accounts Rank There's a lot more, but suffice it to say—when you input a lead with Apptivo Sales, you'll be able to give your entire team an overview of everything short of their whole life story. Plus, in addition to manually entering leads, it was incredibly simple to capture new leads from our website with Apptivo's web capture forms (via their WordPress integration). Once we downloaded the plugin, titled "Apptivo Business Site CRM" (shown below), we were in business! All in all, lead management with Apptivo Sales is impressive, to say the least. Our only issue with this feature is that it was slightly difficult to find some of the more advanced tools , such as web form creation. If you're new to CRM, we recommend at least watching a few videos and reading some of their helpful articles before you get started.
















Sales: Contact Management















CRM software is designed to make customer interactions easier—and Apptivo does just that. The contact management app helps you to do the following with ease: Track the entire lifecycle of each contact Build and nurture relationships Maintain data accuracy Throughout our three-month testing period, we found importing and creating new contact data with Apptivo very simple. Just like with their lead management, Apptivo's new contact forms are in-depth, with a ton of customization options , allowing for a level of personalization that we found invaluable to SMBs. For example, with just a click, we were able to create and customize new categories for each contact (pictured below). This feature is great for large companies that need powerful customer segmentation tools at their disposal. Speaking of segmentation, Apptivo also offers a fantastic method of sorting through many contacts called "Lists." With Lists, you can easily filter by the following metrics: Unresponded contacts Bounced contacts Directory Category Status Tags This makes it easy for your team to find exactly what they're looking for (without the monotony of manually sorting through thousands of contacts). Here's our dashboard view once we finished adding some B2B affiliate marketing contacts from Small Business Bonfire. Our takeaway : Regarding contact management, Apptivo delivers the goods (and then some). With the ability to store a ton of customer data in a way that's easy to customize , segment , and search for , it's easily some of the best in the biz.













Financials



When it comes to managing your finances, Apptivo has you covered with Apptivo Financials. Say goodbye to cumbersome spreadsheets and tedious data entry as Apptivo’s Financials offers the following features: Bookkeeping Invoicing Reporting Properties Cash management Fundraising The best part of managing your money alongside your CRM is that you don’t need to navigate between multiple platforms (or hire an accountant) to stay on top of your finances . Let’s get into some features!





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Financials: Invoices















Allow me to regale you with a tale of how my team at Small Business Bonfire and I put Apptivo's invoicing feature to the test (or we can just tell you). We began by creating invoices for some of our affiliate marketing clients. The process was smoother than a freshly-mowed lawn. With Apptivo's invoicing feature, we could quickly and effortlessly create , pay , and track invoices for our clients. But it didn't stop there - oh no. We also used Apptivo's invoicing feature to manage our own internal financials. We created invoices for our writing and editorial staff (shown below) and were pleased to find that we could easily view everything in our customizable dashboard . And let me just say importing our invoices was a breeze. We were able to import them from the following locations with ease: Projects Orders Our timesheet Our workbench requests Talk about flexibility! Overall, we were thoroughly impressed with Apptivo's invoicing feature. It made our lives much easier and s treamlined our financial processes like nobody's business. If you're an SMB looking for a CRM that's got your financial needs covered, Apptivo is the way to go. Trust me, your wallet (and sanity) will thank you.
















Financials: Expense Reports















With Apptivo's expense report creation and tracking, gone are the days of disorganized, crumpled-up receipts and guessing how much you spent on that business trip. Apptivo's expense reports allow you to easily track every penny spent and categorize expenses across multiple sales pipelines within the platform. So, say goodbye to the hassle of manually adding every coffee, taxi, and hotel bill, and hello to an automated, streamlined process. Plus, you can generate comprehensive expense reports with just a few clicks, making it easier for you to submit your expenses for reimbursement or tax purposes. Put simply—Apptivo's Financials expense reports feature is a game-changer for SMBs looking to s treamline their expense tracking processes .













Marketing



Apptivo’s Marketing module handles (you probably guessed it) the marketing side of the CRM system. This aspect of the all-in-one CRM platform offers the following features: Testimonials Email campaign creation Target audiences Promotions Loyalty management Insights If you’re looking to up your marketing game, Apptivo offers some helpful tools to make it happen. It’s worth noting, however, that we would have liked to see a few more features here, such as the following: A/B testing Landing page creation Ad creation/management





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Marketing: Testimonials















With the powerful testimonials tool, collecting and displaying glowing reviews from your cherished clients has never been easier! Gone are the days of manually copying and pasting quotes into your website or sales materials only to have them scattered everywhere. With Apptivo Marketing's Testimonial feature, you can seamlessly store and showcase your most flattering reviews in one centralized location. And we all know how important those testimonials can be, right? They can make or break a business ! Here's one from a client at SBB, whose business we helped scale drastically over just a few months. Once you've input all your testimonials, you can select the best quotes to showcase on your website or promotional materials, and voila! You've got instant credibility with potential customers . So, don't underestimate the power of a good testimonial! Your business (and your future clients) will thank you.
















Marketing: Email Campaigns















At Small Business Bonfire, we love a good email campaign. So we were pretty thrilled to learn that Apptivo CRM makes it easy to create , schedule , and send off campaigns to clients ! We started by navigating to the Campaigns app and clicking the "create" button. We were offered the option to create a regular or quick campaign. During our three months of testing, we took advantage of both options quite a bit. However, we'll go over the more detailed campaign option for this section of the review. Then, we filled out the following fields: Campaign name Assigned user Start and end date Description Associated tags In our case, we created a simple campaign to greet new subscribers to our SBB newsletter titled Bonfire Field Guide. We called the campaign "Welcome to Bonfire Nation." Here's our creation screen to give you a better idea of what we're talking about. From there, all we had to do was create a schedule for the campaign, customize our template, and then we were sending welcome emails to our new subscribers left and right! Overall, we would have liked to see a drag-and-drop email template creation like many of the CRMs we've tested offer, but Apptivo certainly got the job done at the end of the day .













Human Resources



Apptivo isn’t just any old CRM software – they boast an impressive suite of human resources tools that will make your head spin—in a good way, of course. Some HR tools offered by Apptivo include: Candidate management Recruitment Teams Employee management They even have a snazzy, intuitive HR dashboard for your HR team to manage all of their tasks in one place . So if you’re tired of juggling multiple systems and spreadsheets just to keep your HR department afloat, Apptivo’s HR tools might be the lifesaver you’ve been looking for . Let’s take a closer look, shall we?





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Human Resources: Recruitment