Apptivo Review: Best-in-Class CRM Flexibility for SMBs

Apptivo Review: Best-in-Class CRM Flexibility for SMBs | PCMag

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Editors' Choice 4.0 Excellent this.$refs.template.innerHTML, onCreate: (instance) => this.tippyInstance = instance, onShow: (instance) => { this.escapeHandler = (e) => { if (e.key === 'Escape') instance.hide(); }; window.addEventListener('keydown', this.escapeHandler); }, onHide: (instance) => { if (this.escapeHandler) { window.removeEventListener('keydown', this.escapeHandler); this.escapeHandler = null; } }, onMount: (instance) => { const closeBtn = instance.popper.querySelector('[data-tooltip-close]'); if (closeBtn) closeBtn.addEventListener('click', () => instance.hide()); }, }; }, }">   What Our Ratings Mean 5.0 - Exemplary: Near perfection, ground-breaking 4.5 - Outstanding: Best in class, acts as a benchmark for measuring competitors 4.0 - Excellent: A performance, feature, or value leader in its class, with few shortfalls 3.5 - Good: Does what the product should do, and does so better than many competitors 3.0 - Average: Does what the product should do, and sits in the middle of the pack 2.5 - Fair: We have some reservations, buy with caution 2.0 - Subpar: We do not recommend, buy with extreme caution 1.5 - Poor: Do not buy this product 1.0 - Dismal: Don't even think about buying this product Read Our Editorial Mission Statement and Testing Methodologies. The Bottom Line Apptivo provides a highly customizable, feature-rich CRM experience with all the tools and analytics your small business needs. Per User, Per Month, Starts at $15.00 Compare Quotes and Save See It PCMag editors select and review products independently. If you buy through affiliate links, we may earn commissions, which help support our testing.

Pros & Cons App-based platform enables superb flexibility Easily customizable dashboards Extremely detailed lead profiles Robust deal creation tools Extensive analytics Integrates with relevant third-party services Interface could be streamlined in places No AI tools Apptivo CRM Specs Name Value tr:nth-of-type(n+6)]:hidden" :class="{ '[&>tr:nth-of-type(n+6)]:!table-row': open }"> Document Library Live Chat Chatbot/Conversational AI Multi-Currency Support Pipeline Management Integrated Email Marketing Analytics Custom Dashboards Email Routing REST API 24-Hour Support Phone Support User Forums More Specs

Apptivo differs from most customer relationship management (CRM) software we've reviewed in that its sales tools are just one part of a broader app suite that covers finance, HR, inventory management, and marketing for your business. We focus her