Apptivo Features

Based on 82 Apptivo reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 73 Apptivo reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Based on 78 Apptivo reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 61 Apptivo reviews.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. 55 reviewers of Apptivo have provided feedback on this feature.

Based on 64 Apptivo reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Based on 72 Apptivo reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 66 Apptivo reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Allows users to customize chat colors, text, logos, and branding.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Integrates with other customer service software to improve support and enhance functionality

Based on 10 Apptivo reviews and verified by the G2 Product R&D team. Provides analytics tools that reveal important business metrics and track progress

Based on 10 Apptivo reviews and verified by the G2 Product R&D team. Displays important metrics relating to performance

Access pre-built and custom reports and dashboards. 17 reviewers of Apptivo have provided feedback on this feature.

Based on 14 Apptivo reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies. 13 reviewers of Apptivo have provided feedback on this feature.

As reported in 17 Apptivo reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 15 Apptivo reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 105 Apptivo reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information This feature was mentioned in 67 Apptivo reviews.

Based on 99 Apptivo reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 92 Apptivo reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Based on 63 Apptivo reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Based on 75 Apptivo reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Based on 78 Apptivo reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Based on 76 Apptivo reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Based on 77 Apptivo reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Based on 77 Apptivo reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Based on 69 Apptivo reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Based on 91 Apptivo reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Based on 62 Apptivo reviews. Enables analysis of effectiveness of an organizations various marketing activities

Based on 75 Apptivo reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.

Based on 76 Apptivo reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Based on 74 Apptivo reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Based on 70 Apptivo reviews. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Based on 66 Apptivo reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Based on 70 Apptivo reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 59 Apptivo reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. This feature was mentioned in 54 Apptivo reviews.

Provide integration with accounting and financial management software 16 reviewers of Apptivo have provided feedback on this feature.

Integrates with other payments software This feature was mentioned in 16 Apptivo reviews.

Deliver integrations with accounting modules of ERP systems 15 reviewers of Apptivo have provided feedback on this feature.

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone This feature was mentioned in 63 Apptivo reviews.

As reported in 65 Apptivo reviews. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Based on 70 Apptivo reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 83 Apptivo reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Based on 85 Apptivo reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Based on 63 Apptivo reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Based on 10 Apptivo reviews and verified by the G2 Product R&D team. User Experience of creating and submitting a ticket

Based on 10 Apptivo reviews and verified by the G2 Product R&D team. User Experience of responding and receiving a response

Based on 11 Apptivo reviews and verified by the G2 Product R&D team. Route tickets based on values of fields, changes to ticket status and time based conditions

Based on 10 Apptivo reviews and verified by the G2 Product R&D team. Respond to common requests with standard reply

As reported in 10 Apptivo reviews. Offers tools for managing and tracking service-level agreements (SLAs)

Based on 10 Apptivo reviews and verified by the G2 Product R&D team. Documents and files can be attached to the ticket to communicate with customer issues/resolutions

Share and collaborate on tickets with multiple customer service representatives 11 reviewers of Apptivo have provided feedback on this feature.

Based on 11 Apptivo reviews and verified by the G2 Product R&D team. Central repository for account and contact information

Based on 10 Apptivo reviews and verified by the G2 Product R&D team. Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Based on 11 Apptivo reviews and verified by the G2 Product R&D team. Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket

As reported in 11 Apptivo reviews. Ability for customer service agents to communicate with customers via live chat to solve problems live

Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks This feature was mentioned in 10 Apptivo reviews.

Based on 10 Apptivo reviews and verified by the G2 Product R&D team. Make and receive calls directly in the application. Track and record calls for analysis.

Based on 19 Apptivo reviews. Timesheet entry takes little time and is intuitive for new users

Users can easily track time based on task or activity and assign to projects 21 reviewers of Apptivo have provided feedback on this feature.

As reported in 19 Apptivo reviews. Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.

As reported in 15 Apptivo reviews. Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

Accepts electronic payments from clients 14 reviewers of Apptivo have provided feedback on this feature.

Allows users to track and enter time spent on project tasks from mobile device. 16 reviewers of Apptivo have provided feedback on this feature.

Based on 16 Apptivo reviews. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Based on 17 Apptivo reviews. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

Based on 17 Apptivo reviews. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

Enables administrators to create rules that enforce compliances of corporate time and expense policies 14 reviewers of Apptivo have provided feedback on this feature.

As reported in 17 Apptivo reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 21 Apptivo reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates.

Based on 21 Apptivo reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Based on 22 Apptivo reviews and verified by the G2 Product R&D team. Set priority levels on tasks so individuals can organize their work.

Based on 20 Apptivo reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks.

Based on 21 Apptivo reviews and verified by the G2 Product R&D team. Define dependencies between tasks and the rules to manage them.

Based on 21 Apptivo reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop.

Based on 19 Apptivo reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project.

Based on 19 Apptivo reviews and verified by the G2 Product R&D team. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Based on 17 Apptivo reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress.

Based on 19 Apptivo reviews and verified by the G2 Product R&D team. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Based on 21 Apptivo reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers).

Based on 20 Apptivo reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects.

Based on 18 Apptivo reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks.

Based on 17 Apptivo reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies.

Based on 18 Apptivo reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria.

Based on 18 Apptivo reviews and verified by the G2 Product R&D team. Monitor capacity in real time to track resource use and identify bottlenecks.

Based on 21 Apptivo reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department.

Based on 16 Apptivo reviews and verified by the G2 Product R&D team. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Based on 16 Apptivo reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly.

Based on 20 Apptivo reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time.

Based on 23 Apptivo reviews. Uses the calendar tool to determine field workers who are free for the job.

Notifies field service workers of their upcoming assignments. This feature was mentioned in 20 Apptivo reviews.

Allows users to see tasks according to permissions and roles. This feature was mentioned in 24 Apptivo reviews.

Allows clients to book jobs through the desktop page or within the app. This feature was mentioned in 20 Apptivo reviews.

As reported in 20 Apptivo reviews. Tracks employee location to ensure timeliness.

Enables communication within the app from manager to field service employee. This feature was mentioned in 21 Apptivo reviews.

Monitors behavior in the field. This feature was mentioned in 19 Apptivo reviews.

Notifies clients, should any delays or mishaps occur. This feature was mentioned in 21 Apptivo reviews.

Includes some ability to serve as a sales and ordering application. This feature was mentioned in 18 Apptivo reviews.

Creates reports that reflect field performance either as a team or individually, to review productivity. 22 reviewers of Apptivo have provided feedback on this feature.

Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard. 20 reviewers of Apptivo have provided feedback on this feature.

Sends invoices through the software and allows clients to pay on the spot. 20 reviewers of Apptivo have provided feedback on this feature.

Integrates with CRM software to monitor all aspects of the customer relationship. This feature was mentioned in 21 Apptivo reviews.

Based on 17 Apptivo reviews. Provide standard invoice templates that can be customized by users

Based on 18 Apptivo reviews. Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals This feature was mentioned in 16 Apptivo reviews.

As reported in 17 Apptivo reviews. Allow users to consolidate multiple invoices into one

Based on 15 Apptivo reviews. Ability to create multiple types of invoices

Manage invoicing for different types of products or services This feature was mentioned in 17 Apptivo reviews.

As reported in 24 Apptivo reviews. Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Condenses long documents or text into a brief summary.

Converts images into a textual description, identifying key elements.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input