Apptivo Features
What are the features of Apptivo?
Platform
- Customization
- User, Role, and Access Management
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
Marketing Automation
- Email Marketing
- Lead Management
Customer Support
- Case Management
- Customer Support Portal
Reporting & Analytics
- Reporting
- Dashboards
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Technology Glossary Features
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Apptivo Categories on G2
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Platform
Customization | Based on 73 Apptivo reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 82% (Based on 73 reviews) | |
Workflow Capability | Based on 64 Apptivo reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 76% (Based on 64 reviews) | |
User, Role, and Access Management | Based on 70 Apptivo reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 81% (Based on 70 reviews) | |
Internationalization | As reported in 54 Apptivo reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 70% (Based on 54 reviews) | |
Sandbox / Test Environments | Based on 48 Apptivo reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 60% (Based on 48 reviews) | |
Document & Content Mgmt. | Based on 57 Apptivo reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 70% (Based on 57 reviews) | |
Performance and Reliability | Based on 65 Apptivo reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 82% (Based on 65 reviews) | |
Output Document Generation | Based on 59 Apptivo reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 73% (Based on 59 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 10 reviewers of Apptivo have provided feedback on this feature. | 75% (Based on 10 reviews) | |
Internationalization | Not enough data | ||
Performance and Reliability | Based on 11 Apptivo reviews. | 79% (Based on 11 reviews) | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data | |
Customization | Allows users to customize chat colors, text, logos, and branding. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Integration | Integrates with other customer service software to improve support and enhance functionality | Not enough data | |
Reporting | Provides analytics tools that reveal important business metrics and track progress | Not enough data | |
Dashboards | Displays important metrics relating to performance | Not enough data | |
Reporting | Based on 15 Apptivo reviews. Access pre-built and custom reports and dashboards. | 84% (Based on 15 reviews) | |
APIs / Integration | Based on 12 Apptivo reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 94% (Based on 12 reviews) | |
Internationalization | Based on 11 Apptivo reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 89% (Based on 11 reviews) | |
Performance and Reliability | Based on 15 Apptivo reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 90% (Based on 15 reviews) | |
Mobile User Support | Based on 13 Apptivo reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 86% (Based on 13 reviews) |
Sales Force Automation
Contact & Account Management | Based on 98 Apptivo reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 83% (Based on 98 reviews) | |
Partner Relationship Mgmt. (PRM) | As reported in 60 Apptivo reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 66% (Based on 60 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 92 Apptivo reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 77% (Based on 92 reviews) | |
Task / Activity Management | Based on 85 Apptivo reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 81% (Based on 85 reviews) | |
Territory & Quota Management | Based on 56 Apptivo reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 71% (Based on 56 reviews) | |
Desktop Integration | Based on 68 Apptivo reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 71% (Based on 68 reviews) | |
Product & Price List Management | Based on 71 Apptivo reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 76% (Based on 71 reviews) | |
Quote & Order Management | Based on 69 Apptivo reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 77% (Based on 69 reviews) | |
Customer Contract Management | Based on 70 Apptivo reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 75% (Based on 70 reviews) |
Marketing Automation
Email Marketing | Based on 69 Apptivo reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 69% (Based on 69 reviews) | |
Campaign Management | Based on 61 Apptivo reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 70% (Based on 61 reviews) | |
Lead Management | Based on 83 Apptivo reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 79% (Based on 83 reviews) | |
Marketing ROI Analytics | Based on 55 Apptivo reviews. Enables analysis of effectiveness of an organizations various marketing activities | 64% (Based on 55 reviews) |
Customer Support
Case Management | See feature definition | Based on 67 Apptivo reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process. | 74% (Based on 67 reviews) |
Customer Support Portal | Based on 68 Apptivo reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 79% (Based on 68 reviews) | |
Knowledge Base | Based on 66 Apptivo reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 75% (Based on 66 reviews) | |
Call Center Features | As reported in 63 Apptivo reviews. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 77% (Based on 63 reviews) | |
Support Analytics | Based on 58 Apptivo reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 75% (Based on 58 reviews) |
Integration
Data Import & Export Tools | Based on 63 Apptivo reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 75% (Based on 63 reviews) | |
Integration APIs | Based on 52 Apptivo reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 67% (Based on 52 reviews) | |
Breadth of Partner Applications | As reported in 47 Apptivo reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 65% (Based on 47 reviews) | |
Data Import & Export Tools | This feature was mentioned in 11 Apptivo reviews. | 80% (Based on 11 reviews) | |
Integration APIs | Not enough data | ||
Breadth of Partner Applications | Not enough data | ||
CRM Integration | Integrates with CRM software, which can help provide context to your mailing lists. | Not enough data | |
Social Media Integration | Integrates with Social Media platforms, which can help expand your reach. | Not enough data | |
E-Commerce Integration | Integrates with e-commerce platforms, which can link directly to your online store. | Not enough data | |
Accounting | As reported in 11 Apptivo reviews. Provide integration with accounting and financial management software | 85% (Based on 11 reviews) | |
Payments | Integrates with other payments software This feature was mentioned in 11 Apptivo reviews. | 89% (Based on 11 reviews) | |
ERP | Deliver integrations with accounting modules of ERP systems 10 reviewers of Apptivo have provided feedback on this feature. | 77% (Based on 10 reviews) |
Mobile & Social
Social Collaboration Features | Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone 56 reviewers of Apptivo have provided feedback on this feature. | 63% (Based on 56 reviews) | |
Social Network Integration | Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. 59 reviewers of Apptivo have provided feedback on this feature. | 65% (Based on 59 reviews) | |
Mobile User Support | Based on 64 Apptivo reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 75% (Based on 64 reviews) |
Reporting & Analytics
Reporting | Based on 77 Apptivo reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 71% (Based on 77 reviews) | |
Dashboards | Based on 79 Apptivo reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 78% (Based on 79 reviews) | |
Forecasting | Based on 57 Apptivo reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 65% (Based on 57 reviews) | |
A/B Testing | Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates. 15 reviewers of Apptivo have provided feedback on this feature. | 67% (Based on 15 reviews) | |
Basic Reporting | Based on 19 Apptivo reviews. | 78% (Based on 19 reviews) |
Email Marketing
Email and Mobile Preview | As reported in 17 Apptivo reviews. Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues. | 69% (Based on 17 reviews) | |
Manage Email Lists | Based on 20 Apptivo reviews. List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. | 78% (Based on 20 reviews) | |
High-Volume Sending | Ability to send thousands of unique, personalized emails per second. 16 reviewers of Apptivo have provided feedback on this feature. | 79% (Based on 16 reviews) | |
Building and Personalizing Emails | As reported in 18 Apptivo reviews. | 73% (Based on 18 reviews) | |
Sending Outbound Emails | Based on 21 Apptivo reviews. | 81% (Based on 21 reviews) | |
Manage Email Deliverability | Based on 15 Apptivo reviews. | 73% (Based on 15 reviews) | |
Automated Email Responses | As reported in 15 Apptivo reviews. | 78% (Based on 15 reviews) | |
Multi-user Account | Enables multiple users to login to the same account to maintain a single account for your entire marketing team. 11 reviewers of Apptivo have provided feedback on this feature. | 73% (Based on 11 reviews) | |
Surveys | Based on 13 Apptivo reviews. Ability to send secure and personalized survey invites to your contact list. | 59% (Based on 13 reviews) |
Ticket and Case Management
Ticket Creation User Experience | User Experience of creating and submitting a ticket | Not enough data | |
Ticket Response User Experience | User Experience of responding and receiving a response | Not enough data | |
Workflow | Route tickets based on values of fields, changes to ticket status and time based conditions | Not enough data | |
Automated Response | Respond to common requests with standard reply | Not enough data | |
SLA Management | See feature definition | Offers tools for managing and tracking service-level agreements (SLAs) | Not enough data |
Attachments/Screencasts | Documents and files can be attached to the ticket to communicate with customer issues/resolutions | Not enough data | |
Ticket Collaboration | Share and collaborate on tickets with multiple customer service representatives | Not enough data | |
Customer/Contact Database | Central repository for account and contact information | Not enough data |
Communication Channels
Customer Portal | Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents | Not enough data | |
Email to Case | Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket | Not enough data | |
Live Chat Support | Ability for customer service agents to communicate with customers via live chat to solve problems live | Not enough data | |
Social Media Integration | Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks | Not enough data | |
Voice | Make and receive calls directly in the application. Track and record calls for analysis. | Not enough data |
Time Tracking
Ease of Completing Timesheets | As reported in 17 Apptivo reviews. Timesheet entry takes little time and is intuitive for new users | 73% (Based on 17 reviews) | |
Tracking Time to Project/Task | Users can easily track time based on task or activity and assign to projects This feature was mentioned in 18 Apptivo reviews. | 80% (Based on 18 reviews) | |
Billable Time Rate Management | Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. This feature was mentioned in 17 Apptivo reviews. | 79% (Based on 17 reviews) |
Client Invoicing
Invoice Creation and Delivery | As reported in 13 Apptivo reviews. Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. | 91% (Based on 13 reviews) | |
Electronic Payments | Accepts electronic payments from clients 12 reviewers of Apptivo have provided feedback on this feature. | 90% (Based on 12 reviews) |
Mobile Time Tracking
Time Tracking | Based on 14 Apptivo reviews. Allows users to track and enter time spent on project tasks from mobile device. | 81% (Based on 14 reviews) |
Administration
Business Tool Integration | Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems 14 reviewers of Apptivo have provided feedback on this feature. | 85% (Based on 14 reviews) | |
Workflow | Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer 15 reviewers of Apptivo have provided feedback on this feature. | 83% (Based on 15 reviews) | |
Automated Reminders | As reported in 15 Apptivo reviews. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets | 84% (Based on 15 reviews) | |
Policy Compliance Management | See feature definition | As reported in 12 Apptivo reviews. Enables administrators to create rules that enforce compliances of corporate time and expense policies | 86% (Based on 12 reviews) |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 15 reviewers of Apptivo have provided feedback on this feature. | 88% (Based on 15 reviews) |
Tasks
Creation & Assignment | Based on 17 Apptivo reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates. | 85% (Based on 17 reviews) | |
Due Dates | Based on 17 Apptivo reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates). | 83% (Based on 17 reviews) | |
Task Prioritization | Based on 18 Apptivo reviews and verified by the G2 Product R&D team. Set priority levels on tasks so individuals can organize their work. | 85% (Based on 18 reviews) | |
To-Do Lists | Based on 16 Apptivo reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks. | 85% (Based on 16 reviews) | |
Dependecies | Based on 17 Apptivo reviews and verified by the G2 Product R&D team. Define dependencies between tasks and the rules to manage them. | 81% (Based on 17 reviews) | |
Drag & Drop | Based on 17 Apptivo reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop. | 82% (Based on 17 reviews) |
Projects
Planning | Based on 15 Apptivo reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project. | 86% (Based on 15 reviews) | |
Project Map | Based on 15 Apptivo reviews and verified by the G2 Product R&D team. Projects can be mapped out with milestones, due dates, deliverables and interdependencies. | 83% (Based on 15 reviews) | |
GANTT | Based on 14 Apptivo reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress. | 77% (Based on 14 reviews) | |
Calendar View | Based on 15 Apptivo reviews and verified by the G2 Product R&D team. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. | 81% (Based on 15 reviews) | |
Views | Based on 17 Apptivo reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers). | 82% (Based on 17 reviews) | |
Templates | Based on 16 Apptivo reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects. | 86% (Based on 16 reviews) | |
Time & Expense | Based on 14 Apptivo reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks. | 80% (Based on 14 reviews) | |
Methodologies | Based on 13 Apptivo reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies. | 78% (Based on 13 reviews) |
Resource Management
Resource Definiton | Based on 14 Apptivo reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria. | 85% (Based on 14 reviews) | |
Capacity | Based on 14 Apptivo reviews and verified by the G2 Product R&D team. Monitor capacity in real time to track resource use and identify bottlenecks. | 82% (Based on 14 reviews) | |
Scheduling | Based on 17 Apptivo reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department. | 79% (Based on 17 reviews) |
Project Monitoring
Baselining / KPIs | Based on 12 Apptivo reviews and verified by the G2 Product R&D team. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. | 82% (Based on 12 reviews) | |
Resource Allocation | Based on 12 Apptivo reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly. | 81% (Based on 12 reviews) | |
Dashboards | Based on 16 Apptivo reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time. | 90% (Based on 16 reviews) |
Before the Job
Calendar | As reported in 20 Apptivo reviews. Uses the calendar tool to determine field workers who are free for the job. | 91% (Based on 20 reviews) | |
Dispatch | Notifies field service workers of their upcoming assignments. This feature was mentioned in 17 Apptivo reviews. | 77% (Based on 17 reviews) | |
Roles | Based on 21 Apptivo reviews. Allows users to see tasks according to permissions and roles. | 80% (Based on 21 reviews) | |
Booking | As reported in 17 Apptivo reviews. Allows clients to book jobs through the desktop page or within the app. | 84% (Based on 17 reviews) |
On the Job
Location | As reported in 17 Apptivo reviews. Tracks employee location to ensure timeliness. | 80% (Based on 17 reviews) | |
Employee Communication | Enables communication within the app from manager to field service employee. 18 reviewers of Apptivo have provided feedback on this feature. | 81% (Based on 18 reviews) | |
Behavior Monitoring | Monitors behavior in the field. This feature was mentioned in 16 Apptivo reviews. | 81% (Based on 16 reviews) | |
Client Notifications | Based on 18 Apptivo reviews. Notifies clients, should any delays or mishaps occur. | 80% (Based on 18 reviews) | |
Field Sales | As reported in 15 Apptivo reviews. Includes some ability to serve as a sales and ordering application. | 81% (Based on 15 reviews) |
After the Job
Reports | Creates reports that reflect field performance either as a team or individually, to review productivity. This feature was mentioned in 19 Apptivo reviews. | 81% (Based on 19 reviews) | |
Analytics | Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard. This feature was mentioned in 17 Apptivo reviews. | 71% (Based on 17 reviews) | |
Invoicing | Sends invoices through the software and allows clients to pay on the spot. This feature was mentioned in 17 Apptivo reviews. | 80% (Based on 17 reviews) | |
CRM Integrations | Integrates with CRM software to monitor all aspects of the customer relationship. 18 reviewers of Apptivo have provided feedback on this feature. | 87% (Based on 18 reviews) |
Bill Generation
Templates | Provide standard invoice templates that can be customized by users This feature was mentioned in 12 Apptivo reviews. | 89% (Based on 12 reviews) | |
Digital Billing | Ability to convert invoices to digital formats such as PDF This feature was mentioned in 13 Apptivo reviews. | 86% (Based on 13 reviews) | |
Recurring Billing | As reported in 11 Apptivo reviews. Automatically generates invoices at pre-defined time intervals | 85% (Based on 11 reviews) |
Bill Processing
Consolidation | Allow users to consolidate multiple invoices into one 12 reviewers of Apptivo have provided feedback on this feature. | 88% (Based on 12 reviews) | |
Batch Invoicing | Ability to create multiple types of invoices 10 reviewers of Apptivo have provided feedback on this feature. | 82% (Based on 10 reviews) | |
Management | Based on 12 Apptivo reviews. Manage invoicing for different types of products or services | 88% (Based on 12 reviews) |
