Apptivo

Access CRM, accounting, and project data on iOS and Android devices.

Generate insights with dashboards, charts, and custom analytics reports.

Track KPIs, sales metrics, and business performance indicators in real-time.

Automate repetitive business processes with conditional workflows and triggers.

Centralize and organize all customer and vendor contact information in one place.

Store, organize, and share business documents with version control and permissions.

Share files, communicate, and coordinate work with team members in real-time.

Link emails directly to contacts and opportunities for complete communication history.

Create and save reusable email templates for customer communications.

Provide clients with self-service access to invoices, quotes, and project updates.

Create and track customer service requests with status updates and SLAs.

Create custom fields and objects to match your specific business requirements.

Automatically identify and merge duplicate contacts and customer records.

Connect third-party applications and build custom integrations via REST API.

Send real-time event notifications to external applications when data changes.

Use the platform in multiple languages for global team collaboration.

Connect social media accounts and track customer interactions across platforms.

Track stock levels, manage inventory, and receive low-stock alerts.

Create and manage purchase orders with vendor approval and tracking.

Import, export, and perform bulk actions on contacts, leads, and transactions.

Synchronize calendars with Google Calendar, Outlook, and other calendar applications.

Access pre-built templates for invoices, contracts, and business documents.

Plan, track, and collaborate on projects with tasks, timelines, and resource allocation.

Create, assign, and track tasks with priority levels and due dates.

Log billable hours, track project time, and generate time reports for clients.

Manage customer relationships, track interactions, and monitor sales pipelines.

Capture, qualify, and nurture leads through automated workflows and campaigns.

Automatically score and prioritize leads based on engagement and behavior.

Create professional quotes and convert them to invoices or sales orders.

Visualize and manage sales opportunities through customizable pipeline stages.

Automatically backup all business data with daily snapshots and recovery options.

Set permissions and restrictions based on user roles and responsibilities.