Apptivo

Apptivo

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Everything you need to run your business.

A cloud platform of integrated business apps including CRM designed for companies of all shapes and sizes.

CRM
250+ employees
Fremont, California, United States
Founded 2009
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Product Overview

Apptivo

Cloud-based business management platform that unifies CRM, project management, financial management, invoicing, and HR functions into a single integrated system. Highly customizable with modular apps that allow businesses to select only the features they need and scale as they grow.

Unique Value Proposition

One of the most affordable and customizable all-in-one business management platforms with 65+ integrated apps, allowing businesses to start small with basic CRM and expand into full ERP functionality. Unlike competitors, offers unparalleled customization with custom fields, workflows, and apps without requiring technical expertise.

Categories

CRM
ERP
Project Management
Financial Management
Invoicing
Help Desk
Business Management

Target Market

Industries

Professional Services
Real Estate
Hospitality
Manufacturing
Retail
Utility & Energy
Wholesale Distribution
Consulting

Company Size

1 - 500 employees

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Pricing Information

Pricing Model

per_user

Price Range

$15 - $50/user/month

Free Trial Available

14-day trial period

Typical Contract Length

12 months

Key Features

Contact Management
Lead Management
Opportunity Management
Sales Pipeline Management
Project Management
Invoicing & Billing
Expense Management
Purchase Orders
Inventory Management
Help Desk & Ticketing
Email Marketing
Campaign Management
Document Storage
Workflow Automation
Custom Fields & Apps
Mobile App (iOS & Android)
Multi-Currency Support
Time Tracking
Reporting & Analytics

Integrations

Google Workspace
Microsoft Office 365
PayPal
QuickBooks
Zapier
Slack
Authorize.net
Zipmark
WordPress
Gmail
Google Calendar
Google Drive
Outlook
MailChimp
API Available
View Docs

Security Features

Role-Based Access Control (RBAC)
Field-Level Security
Search Security
Data Encryption in Transit
Data Encryption at Rest
Single Sign-On (SSO)
Office 365 SSO
Google Workspace SSO
Custom SAML Authentication
Session Management Controls
Complete Audit History
IP Restrictions

Security & Compliance

SSAE18 SOC 2 Type II
GDPR
EU-U.S. Privacy Shield

Implementation & Support

Implementation Time

5 weeks (30 days)

Deployment Options

Cloud

Support Hours

24/7

Implementation Support Included
Training Resources Available