Apptivo CRM

Apptivo CRM centralizes lead generation, pipeline management, and project tracking in a modular environment. Users can build custom fields and workflows, linking leads to quotes or invoices. Automation rules handle tasks like sending follow-up emails after form submissions. An integrated contact center supports phone calls, and the system logs interactions for reference. Apptivo’s lead scoring highlights top opportunities, while robust reporting illuminates conversion metrics. The platform syncs with G Suite, Office 365, and PayPal, making it valuable for SMBs needing a budget-friendly, scalable CRM.