Apptivo: Smart CRM with Power of Integrated Solutions

In today’s modern enterprise business application ecosystem, Customer Relationship Management (CRM) solutions have become a core part of the day-to-day business functions: sales, marketing and support and in many cases serve as a key system of truth regarding a wide variety of business metrics. Bastin Gerald, Founder and CEO of Apptivo, believes that good customer experiences can help businesses control costs, drive productivity and sales. Today, as businesses seek a higher return and increased effectiveness on marketing, sales and service program investments, it is increasingly important that their CRM system is able to seamlessly integrate with the ecommerce platform, marketing automation software, analytics software, accounting system, and more. This realization made Gerald to lay the foundation of Apptivo—a company that offers a cloud-based suite of business applications, all integrated to enable organizations operates their end to end business process, including CRM, project management, financials, supply chain, and more. Apptivo comprises of apps to manage employees, ecommerce stores, customers, projects, timesheets, invoices and many other functions of a small business.

Apptivo does all the functionalities of a CRM; the main advantage of Apptivo is that everything comes under one umbrella—leads, accounts, contacts, and opportunities—enabling an end-to-end business process such as identifying opportunities, creating an estimate, tracking a project, and sending an invoice. It also offers businesses an option to manage the post sales features and support requests, sales conversions, and conduct supply chain management to track shipping, inventory in the warehouse, and supplier data.

Being a cloud-based solution with mobile applications available for Android and iOS, Apptivo CRM allows organizations to access business information in real time, from any browser, using mobile devices. The Apptivo CRM consists of a personal user dashboard that brings all apps together, so that users can view all data that is associated with a customer record via a 360-degree view.

Apptivo CRM also allows users to leverage standard project management tools—Gantt charts and standardized project management templates to manage task dependencies and schedules, provide time-tracking mechanisms, and also integrate with project billing.