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What is Apptivo?

Discover how Apptivo CRM Software can significantly improve your capacity to attract, engage, retain, and delight a larger customer base. Eliminate the inconvenience of toggling between various applications, as you can handle your Customers, Finances, and Support directly from your mobile device, resulting in a notable boost in productivity and the enhancement of client relationships. This comprehensive CRM comes equipped with numerous applications, including Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, and Expense Reports. It offers a user-friendly online platform for organizing contacts, setting reminders, managing files, and tracking communication history effectively. As your business grows and additional applications become necessary, you can effortlessly add more from the App Store whenever needed. Keep your operations organized by overseeing your sales pipeline, evaluating employee performance, and closing deals more efficiently. The ability to monitor your sales and quickly convert them into invoices accelerates your payment processes! Our steadfast dedication is to assist our clients and enable their businesses to thrive and achieve success. With all your requirements consolidated into one cloud-based solution, encompassing CRM, Project Management, Invoicing, and more, you can streamline your operations in a way previously thought impossible. Take advantage of the simplicity that comes with managing your business effectively through a single, all-inclusive tool, and watch your business flourish.

What is Approveit?

Optimize Your Workflow with Approveit Approveit serves as a leading business process automation platform that seamlessly integrates with both Slack and Microsoft Teams. It allows you to simplify essential tasks such as invoice approvals, contract management, and purchase orders through automated workflows that can enhance efficiency by as much as 80%. You can easily set it up in just a few minutes with user-friendly templates and manage tasks directly within your preferred communication platforms. Why Choose Approveit? Enhanced Efficiency: Minimize errors and accelerate your workflows. Extensive Integration: Link with over 100 applications, including Xero and QuickBooks. Greater Transparency: Monitor tasks in real-time using specialized boards. Significant Savings: Decrease spend approval cycles by 70%, potentially saving up to $2 million every year. Additionally, for every 100 approval requests processed, we contribute to environmental efforts by planting a tree. Experience the transformation of your business processes with Approveit today!

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
Slack
Xero
Asterisk
Easyflow
Fuze
GA Connector
Gmail
Google Maps
Google Tasks
HubSpot Data Hub
HubSpot Marketing Hub
KonnectzIT
Microsoft OneDrive
Microsoft Outlook
Refold
Shift

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
Slack
Xero
Zapier

API Availability

Has API

API Availability

Pricing Information

$10.00 per user per month
Get all Apptivo apps included
Free Version
Free Trial Offered?

Pricing Information

$89 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Apptivo

Date Founded

2009

Company Location

United States

Company Website

www.apptivo.com

Company Facts

Organization Name

Approveit

Date Founded

2021

Company Location

USA, Dover

Company Website

approveit.today/

Categories and Features

Contract Management

Not specified

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Digital Signature

Not specified

eCommerce

Not specified

Email Marketing

Not specified

Expense Report

Not specified

Help Desk

Not specified

Procurement

Not specified

Project Management

Not specified

Work Order

Not specified

Categories and Features

Accounts Payable

Not specified

Accounts Receivable

Not specified

AR Automation

Not specified

Budgeting

Not specified

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Workflow Management

Human Resources

Not specified

Procurement

Not specified

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