Grow your business with our CRM Software, an integrated Cloud Suite with over various apps
for all types of businesses. All apps in one place.

Email to Leads

Every Business wants to generate and manage more Leads through a Client Management System. Lead Generation via Email plays a vital role in Business Marketing Strategy. To get the most out of your Email Marketing, Apptivo Customer Relationship Management Software enables you to directly collect Leads from your Emails.

Automatic Email Triggers

In general, a trigger is a business rule which can perform automatic actions based on an event inside Apptivo. Apptivo CRM Triggers allows you to perform automated actions like Triggering an Email or updating an attribute based on particular Criteria. In Apptivo Online CRM you can create three types of Triggers: Event-based, Time based and Activity-based.

Simple CRM || Email Sequencing with Automated CTA

Email Sequences in Apptivo Customer Management Software bids farewell to the tedious traditional work of sending emails to your prospects by their response time, preventing you from missing customer follow-ups from the loop.

Email Sync via IMAP configuration

With our enhanced Client Management System, now seamlessly integrate with Google, Yahoo, and nearly any email. Import all your emails from your accounts, and have these emails get automatically associated with the respective Project Records.

Sales Process/Workflow Automation

Enable your Sales Team to Automate Sales Process/Workflow with our Contact Management Software so they spend more time selling than doing data entry.

Performance Dashboard with Sales Quota Metrics

Without knowing your sales executives performance how can a company grow? With the Apptivo CRM App Performance Dashboard, you can easily generate Yearly, Quarterly and Monthly reports with Sales Quota Metrics, Sales Pipeline, Forecast, Attainment, Cushion, and Wins/Loss Analysis

Sales Funnel and Pipeline Management

CRM Sales Pipeline Management ensures staying on top of your Prospects, giving you full control over the various Sales Pipeline CRM stages – so you’re generally up to date!