Bring in, engage, and keep more customers
Generate leads through from website, email, spreadsheet or manually.
Make your CRM look the way you want with custom layout, searches, and views.
Covert Leads and Customers
Use Apptivo CRM to convert contacts to customers and leads to conacts, customers, or opportunities. Opportunities can be converted into orders, invoices, projects, or estimates.
G Suite Integration makes adding documents, syncing appointments, and sharing contacts automatic.
Run a Win/Loss report, plan company sales, create territories, and view a team’s performance to follow sales.
CRM on the go.
Manage your customers and help your clients with the Apptivo CRM app. Get Apptivo’s whole line of apps and manage almost every aspect of your business from your pocket.