| Apptivo: customizes the experience by business type | Business type-based customization | 80.0% |
| Apptivo CRM: offers all the tools and analytics a small business needs | Small Business | 80.0% |
| Apptivo's suite: is potentially beneficial for small or medium-sized businesses | Small and Medium-sized Businesses | 60.0% |
| Apptivo CRM: is a strong choice for small businesses | Small businesses | 90.0% |
| Apptivo: is useful for startups | Startups | 80.0% |
| Apptivo CRM: is targeted at larger SMBs | larger SMBs | 90.0% |
| Apptivo: provides all the tools and analytics small businesses need | Small businesses | 90.0% |
| Apptivo CRM: is valuable for sales and service teams. | Sales and Service Teams | 85.0% |
| Apptivo: provides affordable pricing for all businesses | All businesses | 90.0% |
| Apptivo: is a powerful sales and marketing tool | Sales and Marketing teams | 80.0% |
| Apptivo: is not suitable for freelancers | Not suitable for freelancers | 90.0% |
| Apptivo: offers a one-to-one demo session to explain how it can be used for your business | Businesses | 80.0% |
| Apptivo: is suitable for small businesses | small businesses | 90.0% |
| Apptivo: is suitable for the insurance industry | Insurance industry | 90.0% |
| Apptivo: the apps help in all areas of business | All areas of business | 80.0% |
| Apptivo: provides tools and analytics for small businesses | small businesses | 80.0% |
| Apptivo: offers apps designed to revolve around the CRM | CRM users | 60.0% |
| Apptivo: is Dianna Gunn's preferred CRM | Dianna Gunn | 90.0% |
| Apptivo CRM: Leads are individuals | Individuals | 80.0% |
| Apptivo: is a strong choice for small to midsize businesses | small to midsize businesses | 80.0% |
| Apptivo: is suitable for financial institutions | financial institutions | 90.0% |
| Apptivo app suite: covers finance, HR, inventory management, and marketing aspects of a business | Businesses (covers finance, HR, inventory management, and marketing) | 65.0% |
| Apptivo CRM: gives managers the information they need to keep operations running smoothly | Managers | 80.0% |
| Apptivo CRM: Customers are businesses | Businesses | 90.0% |
| Apptivo Premium plan: covers broader business needs | Broader business needs | 60.0% |
| Apptivo: helps small businesses manage financials | small businesses | 100.0% |
| Apptivo CRM: provides integration capabilities that are more than sufficient for most small to midsize companies to streamline data flow and processes across their key software tools | Small to midsize companies | 80.0% |
| Apptivo: helps small businesses manage human resources | small businesses | 90.0% |
| Apptivo: is suitable for freelancers | Freelancers | 92.0% |
| Apptivo Contact Center app: streamlines support calls for existing customers | Customer support teams | 60.0% |
| Apptivo Lite plan: is ideal for teams of 1-5 users | Small teams (1-5 users) | 90.0% |
| Apptivo: is suitable for small businesses | small businesses | 90.0% |
| Apptivo: helps small businesses manage supply chain management | Small businesses | 90.0% |
| Apptivo CRM: is a great CRM for small businesses and startups | Small businesses and startups | 90.0% |
| Apptivo: is suitable for mom-and-pop shops that don't need data-driven CRM systems | mom-and-pop shops / small businesses | 70.0% |
| Apptivo Lite plan: is designed for small sales teams with basic CRM needs | Small sales teams with basic CRM needs | 90.0% |
| Apptivo: offers a more approachable system for small to medium businesses | Small to Medium Businesses | 90.0% |
| Apptivo mobile access: is especially helpful for service businesses with field employees | Service businesses with field employees | 90.0% |
| Apptivo: is well-suited for service businesses with complex workflows | service businesses | 80.0% |
| Apptivo: offers a more manageable solution for small to medium businesses | small to medium businesses | 80.0% |
| Apptivo: is a cost-effective option for companies seeking affordable solutions | Companies seeking cost-effective / affordable solutions | 60.0% |
| Apptivo: provides automatic lead routing for sales teams | Sales teams | 90.0% |
| Apptivo CRM: is best for larger SMBs | larger SMBs | 80.0% |
| Apptivo: is the better solution for large service providers that find standard CRM offerings too limiting | Large service providers | 90.0% |
| Apptivo: provides all the essentials for small to midsize businesses | small to midsize businesses | 60.0% |
| Apptivo CRM: may not be ideal for enterprise customers with strong data centralization needs. | Enterprise customers | 60.0% |
| Apptivo: is a compelling choice for small to medium businesses seeking an all-in-one business management solution without enterprise-level costs | small to medium businesses | 80.0% |
| Apptivo: is an excellent out-of-the-box option for companies transitioning to a first CRM system | Companies transitioning to a first CRM system | 80.0% |
| Apptivo: helps teams operate more efficiently | Teams | 80.0% |
| Apptivo: helps teams operate more smoothly | Teams | 60.0% |
| Apptivo: is a popular CRM option for many small and medium-sized businesses | Small and medium-sized businesses | 80.0% |
| Apptivo: is far more comprehensive for service providers with unique CRM needs | service providers | 80.0% |
| Apptivo: is suitable for startups | startups | 90.0% |
| Apptivo Premium plan: is suitable for growing businesses with 5-20 users | Growing businesses | 70.0% |
| Apptivo Enterprise plan: targets larger organizations with 100+ users | Enterprise / Large organizations | 90.0% |
| Apptivo: frees up time to focus on building customer relationships and driving sales | Sales teams | 65.0% |
| Apptivo: helps teams operate more efficiently | teams | 60.0% |
| Apptivo Premium plan: caters to businesses that need more comprehensive tools across departments | Businesses that need more comprehensive tools across departments | 80.0% |
| Apptivo CRM: offers more advanced plans that help larger teams coordinate their work without constant manual oversight | Large teams | 65.0% |
| Apptivo: offers excellent value to businesses seeking a flexible, comprehensive CRM solution | Businesses | 80.0% |
| Apptivo: is an excellent out-of-the-box option for companies transitioning to a first CRM system | Companies transitioning to their first CRM system | 60.0% |
| Apptivo's contact management usability: feels lackluster for users who have experience using other, more modern CRM dashboards. | Experienced CRM users (familiar with modern dashboards) | 60.0% |
| Apptivo: offers more unique features geared toward the service industry | Service industry | 80.0% |
| Apptivo: is better aligned to meet the needs of large service-based businesses | Large service-based businesses | 90.0% |
| Apptivo mobile access: helps sales teams access customer information during meetings | Sales teams | 80.0% |
| Apptivo CRM: aims to provide an all-in-one solution for managing sales, marketing, and customer service | Businesses seeking an all-in-one CRM solution for sales, marketing, and customer service | 60.0% |
| Apptivo: offers a project management tool to help sales teams stay on top of projects | sales teams | 80.0% |
| Apptivo: is best for service-based businesses that have found that the average CRM does not come with the features necessary to manage contacts and leads effectively. | Service-based businesses | 90.0% |
| Apptivo: excels in service business functionality | Service-based businesses | 60.0% |
| Apptivo: is a willing and helpful partner for organizations with an IT department that can do troubleshooting. | Organizations with an IT department | 90.0% |
| Apptivo: is loved by the user team | User teams | 60.0% |
| Agile CRM: is a top alternative to Apptivo for marketing tools | Marketing teams | 60.0% |
| Apptivo: presents a difficult initial setup for users seeking a highly customized solution | Users seeking a highly customized solution | 80.0% |
| Apptivo Premium plan: is suitable for service providers who want to accept payments via their CRM | Service providers who want to accept payments via their CRM | 80.0% |
| Apptivo: gives teams more time to focus on building relationships | Teams | 80.0% |
| Apptivo: is more valuable for service businesses needing specialized financial tools | service businesses, especially those needing specialized financial tools | 80.0% |
| Apptivo Ultimate plan: is an expensive choice for businesses with large sales teams | Large sales teams | 80.0% |
| Apptivo: is an affordable solution for a small organisation | Small organisation | 90.0% |
| Apptivo CRM: offers substantial value to small to medium-sized businesses in service industries | Small to medium-sized businesses in service industries | 95.0% |
| Apptivo: midtier plans quickly become expensive for large teams | large teams | 60.0% |
| Apptivo: offers guest management for a networking group. | Networking group | 80.0% |
| Apptivo Enterprise plan: includes 300 automations | Enterprise | 80.0% |
| Apptivo: was identified as a suitable replacement for our existing CRM system | CRM users | 60.0% |
| Apptivo: was chosen by the organization | Organizations | 60.0% |
| Apptivo: top-tier plans quickly become expensive for large teams | Large teams | 80.0% |
| Apptivo: is recommended to everyone he discusses CRM with | Everyone | 60.0% |
| Apptivo Ultimate plan: is designed for established businesses with 20-100 users | Established businesses | 80.0% |
| Apptivo: offers better value for service businesses seeking comprehensive CRM capabilities | service businesses | 80.0% |
| Apptivo: scales with growing businesses | growing businesses | 75.0% |
| Apptivo: offers great value for money for a small organisation | small organisation | 90.0% |
| Apptivo: is rated among the best CRMs for financial advisors | Financial advisors | 80.0% |
| Apptivo Ultimate plan: is designed for organizations that require complex automation and cross-departmental coordination | Organizations requiring cross-departmental coordination | 80.0% |
| Apptivo app: provides administration and membership portal access | Administrators and Members | 80.0% |
| Apptivo app: administration and membership portal access is the most impactful feature | Administrators and Members | 60.0% |
| Apptivo: can be set up for a professional services-related business | Professional services-related business | 95.0% |
| Apptivo: helps teams transition from Excel and Google Docs to Apptivo | Teams transitioning from Excel and Google Docs to Apptivo | 80.0% |
| Apptivo: enables small businesses to tailor their software setup by selecting specific applications relevant to their operations | Small businesses | 90.0% |
| Apptivo: enables invoicing for a networking group | Networking group | 60.0% |
| Apptivo: was adopted as the reviewer's tool | Reviewers | 70.0% |
| Apptivo: provides a daily productivity tool for the external sales team | External Sales Team | 80.0% |
| Apptivo: enables smaller companies to train someone from within to work alongside Apptivo rather than hiring an external administrator | smaller companies; internal staff trained to work with Apptivo instead of hiring an external administrator | 80.0% |
| Apptivo: supports continuous productivity for businesses | Businesses | 80.0% |
| Apptivo: provides a collaboration tool for the external sales team | External sales team | 90.0% |
| Apptivo: is completely customizable for any industry | All industries | 85.0% |
| Apptivo Case Management: allows agents to resolve issues | Support agents | 60.0% |
| Apptivo CRM: enables a broad array of business types | various industries / business types | 60.0% |
| Apptivo: offers pricing structured to be financially viable for small and medium enterprises seeking value without sacrificing capabilities | Small and Medium Enterprises (SMBs) | 75.0% |
| Apptivo: covers finance | Finance | 60.0% |
| Apptivo: enables tracking of customer relationships for sales and support teams | Sales and Support teams | 90.0% |
| Apptivo CRM: helps small and medium-sized enterprises | Small and Medium-Sized Enterprises | 80.0% |
| Apptivo: is designed for small and medium-sized enterprises | small and medium-sized enterprises | 95.0% |
| Apptivo: can be set up by an individual business owner without IT staff | Individual business owner (no IT staff required) | 90.0% |
| Apptivo CRM: helps nonprofit organizations track fundraising efforts | nonprofit organizations | 80.0% |
| Apptivo CRM: reduces reliance on multiple platforms for small and medium-sized enterprises | Small and Medium-sized Enterprises (SMEs) | 90.0% |
| Apptivo: helps small businesses | Small businesses | 90.0% |
| Apptivo: serves companies of all sizes | All company sizes | 90.0% |
| Apptivo CRM: helps nonprofit organizations organize community activities | Nonprofit organizations | 90.0% |
| Apptivo CRM: provides order management for manufacturing companies | Manufacturing companies | 60.0% |
| Apptivo: offers a free tier suitable for startups | Startups | 80.0% |
| Apptivo's CRM: provides customer segmentation capabilities | Businesses needing customer segmentation capabilities | 60.0% |
| Apptivo: is now a business tool that supports internal processes | Business | 80.0% |
| Apptivo CRM: provides inventory control for retail businesses | Retail businesses | 80.0% |
| Apptivo: offers customer support infrastructure that is invaluable for businesses without dedicated IT staff | Businesses without dedicated IT staff | 85.0% |
| Apptivo: supports remote teams and mobile workforces | Remote teams and mobile workforces | 70.0% |
| Apptivo CRM: provides supplier tracking for manufacturing companies | Manufacturing companies | 90.0% |
| Apptivo: provides an integrated platform for Marketing, Sales, Telephony, and Shipping | Marketing and Sales teams | 80.0% |
| Apptivo CRM: provides order tracking for retail businesses | Retail businesses | 90.0% |
| Apptivo CRM: handles enrollment for education providers such as private training centers and tutors within a unified platform | Education providers (private training centers, tutors) | 90.0% |
| Apptivo CRM: helps real estate agencies track leads | Real estate agencies | 90.0% |
| Apptivo CRM: provides automated invoicing for retail businesses | retail businesses | 70.0% |
| Apptivo: is within the budget for small businesses | Small businesses | 80.0% |
| Apptivo CRM: handles course scheduling for education providers such as private training centers and tutors within a unified platform | Education providers (private training centers and tutors) | 80.0% |
| Apptivo CRM: helps e-commerce retailers gain insights into customer buying patterns | e-commerce retailers | 90.0% |
| Apptivo CRM: helps real estate agencies manage contracts | real estate agencies | 90.0% |
| Apptivo CRM: handles billing for education providers such as private training centers and tutors within a unified platform | Education providers (private training centers and tutors) | 90.0% |
| Apptivo: offers a payment integration that would be valuable to most service companies | Service companies | 85.0% |
| Apptivo CRM: helps direct sales retailers gain insights into customer buying patterns | Direct sales retailers | 80.0% |
| Apptivo CRM: helps retailers manage stock efficiently | Retailers | 90.0% |
| Apptivo's CRM: helps sales teams maintain organized pipelines | Sales teams | 90.0% |
| Apptivo: is suitable for companies of all sizes | All sizes | 80.0% |
| Apptivo: offers dashboards tailored for ease of use by both new and experienced users | New and Experienced Users | 80.0% |
| Apptivo: pricing makes the platform accessible for startups and growing companies | startups and growing companies | 90.0% |