Apptivo CRM
Free App
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About Apptivo CRM
This is the official mobile application for Apptivo's business management software, which comes included in premium & enterprise plans. Plans start at $10/month. Free 30 day trial included for new users!
Get unlimited access to all your contacts, customers, leads, tasks, activities and much more, right from your fingertips. Apptivo’s mobile app stays in sync real time with all of the data on the cloud. In fact you operate on the same data. Access our business apps from anywhere, anytime, on any device.
We didn’t want to limit the mobile app in any way, so all of the capabilities you have on the web are available on the mobile app. You can even access your custom attributes from the mobile app. The current version of Apptivo mobile has a common activities area, as well as four CRM apps - Leads, Opportunities, Contacts and Customers.
The common activities area helps businesses to clearly segregate their business activities from personal activities in this bring your own device (BYOD) era. You can have your employees use their own devices or access the Apptivo app for their business activities. You can access the following activities globally, across all apps and objects:
News feed - Everything that is going on in your business, that you need to know. Keep checking the newsfeed to get the pulse on what is going on in your business.
Calendar - All your business appointments.
Call Log - Invoke the native phone from your mobile and record notes on all your calls.
Tasks - Access a unified list of all your tasks. Complete them, reassign them, keep them updated.
Assigned Objects - Access all the objects that are assigned to you. If you own a lead, you will see it here. If you own a Customer, you will see that here.
Follow Ups - A subset of your appointments, but most likely your bread and butter appointments. Access all of your follow ups, and keep them updated from the central Activities area or from the individual CRM apps.
Emails - Send emails from the mobile app. And look at only the relevant emails. Avoid clutter at work.
In addition to the common activities area, Apptivo Mobile v1.0 brings four of our CRM applications to your mobile phone:
Leads - Create leads on the go. Access leads that have been assigned to you using the same views that are available on the web based Leads App. Convert your leads to opportunities.
Opportunities - Record opportunities when you are meeting your prospect or customer. Take notes, schedule follow ups, and finally, close your deal, all on the go.
Contacts - Use our mobile contacts app to access contacts on the go. Since our mobile contacts app operates on the same security layer as our cloud, this can be your most secure contact sharing system. Every employee will only see their own contacts. No complex synchronization processes and no waiting.
Customers - Access all the information associated with your customers right here. Everything you need to know about a customer when you walk into a meeting, right from your mobile device.
This app is available in Google Play to download for free, but users will need to be on the paid plan in order to use the App. All new users will be able to sign up for the 30-day trial of the Premium Plan.
About Apptivo
We set out to build business software for small businesses and have built over 40 Apps to help small businesses manage their projects, automate time tracking & invoicing, increase customer engagement using CRM and enhance web presence by employing business website integrations through WordPress & API.
Get unlimited access to all your contacts, customers, leads, tasks, activities and much more, right from your fingertips. Apptivo’s mobile app stays in sync real time with all of the data on the cloud. In fact you operate on the same data. Access our business apps from anywhere, anytime, on any device.
We didn’t want to limit the mobile app in any way, so all of the capabilities you have on the web are available on the mobile app. You can even access your custom attributes from the mobile app. The current version of Apptivo mobile has a common activities area, as well as four CRM apps - Leads, Opportunities, Contacts and Customers.
The common activities area helps businesses to clearly segregate their business activities from personal activities in this bring your own device (BYOD) era. You can have your employees use their own devices or access the Apptivo app for their business activities. You can access the following activities globally, across all apps and objects:
News feed - Everything that is going on in your business, that you need to know. Keep checking the newsfeed to get the pulse on what is going on in your business.
Calendar - All your business appointments.
Call Log - Invoke the native phone from your mobile and record notes on all your calls.
Tasks - Access a unified list of all your tasks. Complete them, reassign them, keep them updated.
Assigned Objects - Access all the objects that are assigned to you. If you own a lead, you will see it here. If you own a Customer, you will see that here.
Follow Ups - A subset of your appointments, but most likely your bread and butter appointments. Access all of your follow ups, and keep them updated from the central Activities area or from the individual CRM apps.
Emails - Send emails from the mobile app. And look at only the relevant emails. Avoid clutter at work.
In addition to the common activities area, Apptivo Mobile v1.0 brings four of our CRM applications to your mobile phone:
Leads - Create leads on the go. Access leads that have been assigned to you using the same views that are available on the web based Leads App. Convert your leads to opportunities.
Opportunities - Record opportunities when you are meeting your prospect or customer. Take notes, schedule follow ups, and finally, close your deal, all on the go.
Contacts - Use our mobile contacts app to access contacts on the go. Since our mobile contacts app operates on the same security layer as our cloud, this can be your most secure contact sharing system. Every employee will only see their own contacts. No complex synchronization processes and no waiting.
Customers - Access all the information associated with your customers right here. Everything you need to know about a customer when you walk into a meeting, right from your mobile device.
This app is available in Google Play to download for free, but users will need to be on the paid plan in order to use the App. All new users will be able to sign up for the 30-day trial of the Premium Plan.
About Apptivo
We set out to build business software for small businesses and have built over 40 Apps to help small businesses manage their projects, automate time tracking & invoicing, increase customer engagement using CRM and enhance web presence by employing business website integrations through WordPress & API.
All Application Badges
Free
downl.
downl.
Android
4.4+
4.4+
Bug
buster
buster
Android app
App History & Updates
What's Changed
* Access your events, follow-ups, call logs & notes at ease from a separate individual home page.
* Highlight opportunities with a highlighting condition.
* Prevent duplication of Contacts, Customers & Leads using duplication rules.
* Categorize contacts based on their status.
* Record the reason for losing an opportunity in Opportunities app.
* Create Work Logs for New & Ongoing tasks.
* Bug fixes.
* Access your events, follow-ups, call logs & notes at ease from a separate individual home page.
* Highlight opportunities with a highlighting condition.
* Prevent duplication of Contacts, Customers & Leads using duplication rules.
* Categorize contacts based on their status.
* Record the reason for losing an opportunity in Opportunities app.
* Create Work Logs for New & Ongoing tasks.
* Bug fixes.
Version update Apptivo CRM was updated to version 6.0.14
Version update Apptivo CRM was updated to version 6.0.1
More downloads Apptivo CRM reached 5 000 - 10 000 downloads
Version update Apptivo CRM was updated to version 3.1.4
What are users saying about Apptivo CRM
H
by H####:
by H####:
So far, this app has been amazing for our Construction company, as we've begun to customize for our needs. That tech support has been top notch. We look forward to see how they will continue to improve on the program.
R
by R####:
by R####:
So far, it seems like the best thing since sliced bread. It's the total business solution we've needed for our company
J
by J####:
by J####:
When it works, its almost perfect, BUT it doesn't work always. Sending error reports dont help..
N
by N####:
by N####:
APP does not connect contact address with Google Maps, so no navigation ability?
Y
by Y####:
by Y####:
Great program overall , app is @ 75% great. Email needs a little improvement and ability to add other modules to be 100%
G
by G####:
by G####:
Good app for apptivo users
M
by M####:
by M####:
Love it. Puts everything in one place. Thank you
M
by M####:
by M####:
I can't believe how many people are reviewing it with 1 star because you have to pay for it. Do you people really think that everything should be free? I just downloaded this app been using a competitor for about a year now and looking to possibly switch so I'm going to rate it at a 5 for now since I haven't dove into it much yet and will adjust my rating accordingly later. But get real people, ignore most of the one star ratings.
Q
by Q####:
by Q####:
After a fresh restart, never having opened this app, the crash report pops up after a phone call. EVERY phone call. The good news is, earlier crash issues seem fixed
M
by M####:
by M####:
Works perfectly for all my business needs and with continuous growth, this app adapts. Thank you.
F
by F####:
by F####:
Helps my business and makes everything so much better. Thank you Apptivo.
M
by M####:
by M####:
APP does not connect contact address with Google Maps, so no navigation ability?
N
by N####:
by N####:
User interface on the new 3 version is less intuitive, the menu items are hidden, takes more taps to navigate the app around. Offline caching would be badly needed, in areas with no or weak signal the app is unusable.
X
by X####:
by X####:
Need ability to create and amend estimates once an opportunity has been created.
X
by X####:
by X####:
I find the app very slow. Everything takes about 5 to 10 seconds to load when pressed. When I go into leads and try to open the lead details, the app crashes. The app itself is good but the lags and crashes are leaving me very frustrated
S
by S####:
by S####:
Simply stated, their app is completely adjustable and adaptable. I was thoroughly impressed that I could even adjust how this app operated on my phone. Feature rich and versatile for any business type, you can't go wrong with it!
C
by C####:
by C####:
Fantastic App
C
by C####:
by C####:
This app works great and affordable. Low cost. Also they have a invoice app.
Y
by Y####:
by Y####:
APP does not connect contact address with Google Maps, so no navigation ability?
B
by B####:
by B####:
Apptivo is incredibly feature rich amazingly well integrated and now mobile. The ease of use of this solution allows fast time to set up. Google Apps integration and now Android integration allows anytime anywhere access to my accounts customers and critical information on the go. With so many of the apps available without Compromize compared to web access running my business on apptivo becomes so much more easier.
C
by C####:
by C####:
Finally its working. Its a simple web interface to apptivo but is not a native app (which I believe is coming soon).
Q
by Q####:
by Q####:
Won't start on galaxy s4. Would really like to have since there is also a desktop version.
D
by D####:
by D####:
APP does not connect contact address with Google Maps, so no navigation ability?
E
by E####:
by E####:
Lovin' this App! Keeps me totally connected to everything happening in my businesses wherever I might be. Two thumbs up!
D
by D####:
by D####:
This is one of the best CRM's I have ever seen. It is so much more than just a CRM. It also integrates with all your Google accounts. It's Awesome!
D
by D####:
by D####:
Pc is free for 3 years and the app is free for 30 days?? Uninstall
D
by D####:
by D####:
Works great and exceeds expectations!
D
by D####:
by D####:
The best app in the market. The sales and support teams are top notch.
D
by D####:
by D####:
Too many network errors make this app virtually unusable
D
by D####:
by D####:
This app only works if you subscribe... Not free at all.
X
by X####:
by X####:
Great work Apptivo! I love the fact that I now have all apps, especially the ones that I use the most, at my fingertips! Productivity at my fingertips! Speed can be improved a bit, great start though!
D
by D####:
by D####:
Great app. Excellent to use and simpe o-boarding process. Great Work Apptivo team.
G
by G####:
by G####:
I tried the old Invoices App and felt it was lacking some features. But, this new app is very promising!! It does nearly everything the website can do, cant wait for more apps to come out. Great Job Apptivo!!!
C
by C####:
by C####:
Must have paid plan to use app. Uninstalled, cancelling my free version and not recommending to others.
D
by D####:
by D####:
Just downloaded the app, glad it's finally available. Can't wait for you guys to release more!
X
by X####:
by X####:
Excellent app Great app. Excellent to use and simpe o-boarding process. Great Work Apptivo team.
X
by X####:
by X####:
Works as promised!!! I tried the old Invoices App and felt it was lacking some features. But, this new app is very promising!! It does nearly everything the website can do, cant wait for more apps to come out. Great Job Apptivo!!!
X
by X####:
by X####:
Great! Fantastic mobile version of amazing Apptivo Apptivo is incredibly feature rich amazingly well integrated and now mobile. The ease of use of this solution allows fast time to set up. Google Apps integration and now Android integration allows anytime anywhere access to my accounts customers and critical information on the go. With so many of the apps available without Compromize compared to web access running my business on apptivo becomes so much more easier.
X
by X####:
by X####:
Awesome Just downloaded the app, glad it's finally available. Can't wait for you guys to release more!
by G####:
Apptivo is everything Ive needed to organise all of my business and job tasks, in a well designed interface. Very easy to use. Love this system.