Apptivo CRM
Free
6.0.15for iPhone, iPad
Age Rating
Apptivo CRM Screenshots
About Apptivo CRM
Get unlimited access to all your contacts, customers, leads, tasks, activities and much more, right from your fingertips. Apptivo’s mobile app stays in sync real time with all of the data on the cloud. In fact you operate on the same data. Access our business apps from anywhere, anytime, on any device.
We didn’t want to limit the mobile app in any way, so all of the capabilities you have on the web are available on the mobile app. You can even access your custom attributes from the mobile app. The current version of Apptivo mobile has a common activities area, as well as four CRM apps - Leads, Opportunities, Contacts and Customers.
The common activities area helps businesses to clearly segregate their business activities from personal activities in this bring your own device (BYOD) era. You can have your employees use their own devices or access the Apptivo app for their business activities. You can access the following activities globally, across all apps and objects:
News feed - Everything that is going on in your business, that you need to know. Keep checking the newsfeed to get the pulse on what is going on in your business.
Calendar - All your business appointments.
Call Log - Invoke the native phone from your mobile and record notes on all your calls.
Tasks - Access a unified list of all your tasks. Complete them, reassign them, keep them updated.
Assigned Objects - Access all the objects that are assigned to you. If you own a lead, you will see it here. If you own a Customer, you will see that here.
Follow Ups - A subset of your appointments, but most likely your bread and butter appointments. Access all of your follow ups, and keep them updated from the central Activities area or from the individual CRM apps.
Emails - Send emails from the mobile app. And look at only the relevant emails. Avoid clutter at work.
In addition to the common activities area, Apptivo Mobile v1.0 brings four of our CRM applications to your mobile phone:
Leads - Create leads on the go. Access leads that have been assigned to you using the same views that are available on the web based Leads App. Convert your leads to opportunities.
Opportunities - Record opportunities when you are meeting your prospect or customer. Take notes, schedule follow ups, and finally, close your deal, all on the go.
Contacts - Use our mobile contacts app to access contacts on the go. Since our mobile contacts app operates on the same security layer as our cloud, this can be your most secure contact sharing system. Every employee will only see their own contacts. No complex synchronization processes and no waiting.
Customers - Access all the information associated with your customers right here. Everything you need to know about a customer when you walk into a meeting, right from your mobile device.
Requires Apptivo Account.
About Apptivo
We set out to build business software for small businesses and have built over 40 Apps to help small businesses manage their projects, automate time tracking & invoicing, increase customer engagement using CRM and enhance web presence by employing business website integrations through WordPress & API.
We didn’t want to limit the mobile app in any way, so all of the capabilities you have on the web are available on the mobile app. You can even access your custom attributes from the mobile app. The current version of Apptivo mobile has a common activities area, as well as four CRM apps - Leads, Opportunities, Contacts and Customers.
The common activities area helps businesses to clearly segregate their business activities from personal activities in this bring your own device (BYOD) era. You can have your employees use their own devices or access the Apptivo app for their business activities. You can access the following activities globally, across all apps and objects:
News feed - Everything that is going on in your business, that you need to know. Keep checking the newsfeed to get the pulse on what is going on in your business.
Calendar - All your business appointments.
Call Log - Invoke the native phone from your mobile and record notes on all your calls.
Tasks - Access a unified list of all your tasks. Complete them, reassign them, keep them updated.
Assigned Objects - Access all the objects that are assigned to you. If you own a lead, you will see it here. If you own a Customer, you will see that here.
Follow Ups - A subset of your appointments, but most likely your bread and butter appointments. Access all of your follow ups, and keep them updated from the central Activities area or from the individual CRM apps.
Emails - Send emails from the mobile app. And look at only the relevant emails. Avoid clutter at work.
In addition to the common activities area, Apptivo Mobile v1.0 brings four of our CRM applications to your mobile phone:
Leads - Create leads on the go. Access leads that have been assigned to you using the same views that are available on the web based Leads App. Convert your leads to opportunities.
Opportunities - Record opportunities when you are meeting your prospect or customer. Take notes, schedule follow ups, and finally, close your deal, all on the go.
Contacts - Use our mobile contacts app to access contacts on the go. Since our mobile contacts app operates on the same security layer as our cloud, this can be your most secure contact sharing system. Every employee will only see their own contacts. No complex synchronization processes and no waiting.
Customers - Access all the information associated with your customers right here. Everything you need to know about a customer when you walk into a meeting, right from your mobile device.
Requires Apptivo Account.
About Apptivo
We set out to build business software for small businesses and have built over 40 Apps to help small businesses manage their projects, automate time tracking & invoicing, increase customer engagement using CRM and enhance web presence by employing business website integrations through WordPress & API.
Show More
What's New in the Latest Version 6.0.15
Last updated on Feb 23, 2018
Old Versions
* Create Opportunities with custom unique numbers using Counter attribute
* Ability to sort records based on the mobile list layout
* Create custom calculations using Functional attributes (Numeric, Date, String)
* Multi select drop down - Allows multiple selections from the list
* Search object records using the Created On and Modified On dates in all the apps
* Visibility dependency permits to define the condition to show or hide the particular section.
* Bug Fixes
* Ability to sort records based on the mobile list layout
* Create custom calculations using Functional attributes (Numeric, Date, String)
* Multi select drop down - Allows multiple selections from the list
* Search object records using the Created On and Modified On dates in all the apps
* Visibility dependency permits to define the condition to show or hide the particular section.
* Bug Fixes
Show More
Version History
6.0.15
Feb 23, 2018
* Create Opportunities with custom unique numbers using Counter attribute
* Ability to sort records based on the mobile list layout
* Create custom calculations using Functional attributes (Numeric, Date, String)
* Multi select drop down - Allows multiple selections from the list
* Search object records using the Created On and Modified On dates in all the apps
* Visibility dependency permits to define the condition to show or hide the particular section.
* Bug Fixes
* Ability to sort records based on the mobile list layout
* Create custom calculations using Functional attributes (Numeric, Date, String)
* Multi select drop down - Allows multiple selections from the list
* Search object records using the Created On and Modified On dates in all the apps
* Visibility dependency permits to define the condition to show or hide the particular section.
* Bug Fixes
6.0.14
Jan 10, 2018
* Technology upgrade
* Categorize contacts based on their status.
* Record the reason for losing an opportunity in Opportunities app.
* Enables you to view the added billing currencies in Default billing currency field
* Ability to sort the specific field of Contacts App
* Bug fixes
* Categorize contacts based on their status.
* Record the reason for losing an opportunity in Opportunities app.
* Enables you to view the added billing currencies in Default billing currency field
* Ability to sort the specific field of Contacts App
* Bug fixes
6.0.13
Nov 13, 2017
* We have added a separate “Price List” field in the Customers App. This enhancement will now give you the ability to add price lists to individual customers irrespective of their category.
* Bug Fixes
* Bug Fixes
6.0.12
Nov 3, 2017
*Bug Fixes.
6.0.11
Sep 25, 2017
*Supported Office 365 login.
6.0.10
Aug 28, 2017
* Password policy enables the super user to restrict the password.
* Bug fixes.
* Bug fixes.
6.0.9
Aug 2, 2017
* Activity Page Customization
* Section Level Security
* Field Level Security
* Precision & Scale, Rounding Mode for Currency and Number attributes
* Field Sorting, Default Value
* Amount Rolled up for opportunities
* Notes Activities on Home Page - allows you to quickly write down all the updates made, from the homepage menu
* Enriched UI for list pages and create pages
* Quick detail view on long press action with configurable for customers, contacts and opportunities app
* Configurable mobile list layout for customers, contacts and opportunities app from the web
* Supporting sales cycle -> entry and exit criteria in opportunities app
* Implemented 360 degree in CRM apps
* Master Layout allows you to create additional fields based on your requirements
* You can easily view and edit follow ups from the homepage
* Unsubscribe toggle will be enabled automatically, once the recipient opts out of the mailing list
* When an email is bounced, this enables you to view the bounced reasons
* Allows you to set privileges to create, edit and enable notes in contacts
* Field level security for standard & custom fields on advanced search
* Field level visibility for standard & custom fields on advanced search
* Field level mandatory for standard & custom fields on advanced search
* Included Hashtag over CRM emails
* Field visibility control over app & activity
* Included Status, User Id, Last contacted & Unsubscribe fields in apps
* Section title visibility
* Bug fixes
* Section Level Security
* Field Level Security
* Precision & Scale, Rounding Mode for Currency and Number attributes
* Field Sorting, Default Value
* Amount Rolled up for opportunities
* Notes Activities on Home Page - allows you to quickly write down all the updates made, from the homepage menu
* Enriched UI for list pages and create pages
* Quick detail view on long press action with configurable for customers, contacts and opportunities app
* Configurable mobile list layout for customers, contacts and opportunities app from the web
* Supporting sales cycle -> entry and exit criteria in opportunities app
* Implemented 360 degree in CRM apps
* Master Layout allows you to create additional fields based on your requirements
* You can easily view and edit follow ups from the homepage
* Unsubscribe toggle will be enabled automatically, once the recipient opts out of the mailing list
* When an email is bounced, this enables you to view the bounced reasons
* Allows you to set privileges to create, edit and enable notes in contacts
* Field level security for standard & custom fields on advanced search
* Field level visibility for standard & custom fields on advanced search
* Field level mandatory for standard & custom fields on advanced search
* Included Hashtag over CRM emails
* Field visibility control over app & activity
* Included Status, User Id, Last contacted & Unsubscribe fields in apps
* Section title visibility
* Bug fixes
6.0.8
Jun 21, 2017
1. Configurable mobile list layout for leads app from web
2. Quick detail view on long press action with configurable for leads app
3. Bug fixes.
2. Quick detail view on long press action with configurable for leads app
3. Bug fixes.
6.0.7
May 2, 2017
* Bug fixes.
6.0.6
Apr 11, 2017
* Supported Conditional Value Feature
* Sync your phone contacts with Apptivo and vice versa
* Bug fixes
* Sync your phone contacts with Apptivo and vice versa
* Bug fixes
6.0.5
Mar 7, 2017
*Technology upgrade.
* Bug fixes.
* Bug fixes.
6.0.4
Jan 26, 2017
* Supported Conditional Visibility Feature
* Bug fixes
* Bug fixes
6.0.3
Jan 17, 2017
* Supported Conditional Mandatory Feature
* Bug fixes
* Bug fixes
6.0.2
Jan 6, 2017
*Bug fixes.
6.0.1
Dec 22, 2016
* List page added additional information to view quickly.
* Improved performance on required actions.
* Highlighting the web configuration changes when accessing.
* Quick capture and upload images in single click.
* Provided custom view.
* Quick links which helps you to easily navigate to the different apps.
* Updated My Agenda list UI.
* Bug fixes
* Improved performance on required actions.
* Highlighting the web configuration changes when accessing.
* Quick capture and upload images in single click.
* Provided custom view.
* Quick links which helps you to easily navigate to the different apps.
* Updated My Agenda list UI.
* Bug fixes
6.0
Oct 21, 2016
*Bug fixes.
2.1
Sep 19, 2016
*Technology upgrade.
*Bug fixes.
*Bug fixes.
2.0.9
Apr 21, 2016
* Bug fixes.
2.0.8
Mar 30, 2016
* Bug fixes.
2.0.6
Mar 15, 2016
* Bug fixes.
2.0.5
Mar 4, 2016
* Bug fixes.
2.0.3
Nov 21, 2015
* Enable multiple email formats for login.
2.0.2
Aug 29, 2015
* Bug fixes.
2.0
Jul 8, 2015
* New iPad layout.
* Apptivo theme changes.
* Bug fixes.
* Apptivo theme changes.
* Bug fixes.
1.0.15
Jun 6, 2015
* Bug fixes to support the new improvement of the web app.
Apptivo CRM FAQ
Click here to learn how to download Apptivo CRM in restricted country or region.
Check the following list to see the minimum requirements of Apptivo CRM.
iPhone
iPad
Apptivo CRM supports English