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What is NO-CODE CRM?

NO-CODE CRM is a versatile cloud-based customer relationship management solution that features both client and vendor portals, making it adaptable to various business requirements. With its high degree of configurability, our CRM can be tailored specifically to fit your unique operational workflows. We offer the possibility of designing a personalized CRM that aligns with your specific demands, and upon account activation, you gain immediate access to a wealth of built-in tools. Our team is ready to assist you in personalizing the system’s functionality, reports, and overall user experience to fulfill your CRM objectives. Key features include: A comprehensive client database, Communication options for clients via SMS and email, Monitoring capabilities for client interactions, Note-taking functionalities, Appointment scheduling and follow-up capabilities, Website design and hosting integrated with the CRM platform, Invoicing functionalities for clients, Online payment options using credit cards, Tools for creating online estimates, quotes, and orders, Inventory management features that support online shopping and shopping cart capabilities, Access to an online helpdesk for client support, And opportunities for online advertising to enhance visibility. This extensive feature set ensures that businesses can manage their customer relationships efficiently while also providing clients with seamless access to essential services.

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

Integrations Supported

Dropbox
Easyflow
Google Calendar
Google Contacts
Google Forms
Google Maps
Google Workspace
HubSpot Customer Platform
HubSpot Data Hub
HubSpot Marketing Hub
Microsoft Outlook
OpenTransact
QuickBooks Online
Refold
RingCentral RingEX
SaveMyLeads
Stripe
Vonage Communications APIs (Nexmo)
WordPress

API Availability

API Availability

Has API

Pricing Information

$50/user/month
Free Trial Offered?

Pricing Information

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

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

No-Code Systems

Date Founded

2020

Company Location

Canada

Company Website

no-codecrm.com

Company Facts

Organization Name

Apptivo

Date Founded

2009

Company Location

United States

Company Website

www.apptivo.com

Categories and Features

CRM

Not specified

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

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