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What is Erpisto CRM?

Take control of your finances, customize invoices, create detailed reports, and much more, all on a single platform. Wave farewell to complicated booking forms and extensive menus—jumpstart your free trial today. Throughout your trial period, an expert from Erpisto will be on hand to help you choose the perfect HR solution suited to your company's developmental needs. Erpisto streamlines essential business tasks, from negotiations to sales order processing and invoicing, allowing you to focus on what truly matters—your business's success. With role-based access, you can effortlessly invite team members into your organization, permitting them to log hours, view reports, or manage financial accounts. As your business grows, you have the option to integrate over 30 additional Erpisto applications, enabling you to manage every aspect of your operations from virtually anywhere. Developed and supported by Bilytica Global Group, which operates in eight countries and serves more than 6,000 cloud-based enterprises, Erpisto is ready to elevate your business. For immediate assistance and outstanding support, feel free to contact us by phone or email, and one of our committed support agents will respond swiftly. Additionally, enjoy the ease of managing your business efficiently from any location, ensuring you remain productive and connected.

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.

Media

Media

Integrations Supported

Asterisk
Authorize.Net
Azquo
Constant Contact
GA Connector
Gmail
Google Calendar
Google Drive
Google Workspace
HubSpot Customer Platform
HubSpot Marketing Hub
KonnectzIT
OpenTransact
PayPal
QuickBooks Online
Quickwork
Refold
RingCentral RingEX
Slack
Xero

Integrations Supported

Asterisk
Authorize.Net
Azquo
Constant Contact
GA Connector
Gmail
Google Calendar
Google Drive
Google Workspace
HubSpot Customer Platform
HubSpot Marketing Hub
KonnectzIT
OpenTransact
PayPal
QuickBooks Online
Quickwork
Refold
RingCentral RingEX
Slack
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$10.00 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Erpisto

Date Founded

2007

Company Location

Australia

Company Website

www.erpisto.com

Company Facts

Organization Name

Apptivo

Date Founded

2009

Company Location

United States

Company Website

www.apptivo.com

Categories and Features

CRM

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

Categories and Features

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

CRM

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

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Expense Report

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

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Procurement

Asset Management
Auction Management
Bid Management
Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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