Apptivo
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Contracts
- Competitors
- Sales Planning
- Territory Management
- Customers
- Contacts
- Work Orders
- Opportunities
Pricing Info
Pricing Info
Starter – Free
- 3 Users
- 500MB/ Business
- Basic Contact Sharing
- Standard Reports
- Standard Support
Premium – $10/user/month or $8/user/month (billed annually)
- 3GB/user
- 1,000 Mass Emails/user
- 2,000 API Calls
- 3rd-Party Services Integration
- Standard 24/7 Support
Ultimate – $25/user/month or $20/user/month (billed annually)
- 10GB/user
- 3,000 Emails/user
- 20,000 API Calls
- 3rd-Party Services Integration
- Priority 24/7 Support
Enterprise – By quote
- Dedicated Instance
- 5,000 Emails/user
- White Labeling
- Custom Integration
- SLA Support + Account Manager
Integrations
Integrations
Apptivo integrates with the following business applications:
- QuickBooks
- Xero
- Google Calendar
- Google Tasks
- API Calls
- Asterisk
- Fuze
- RingCentral
- Nexmo
- Google Contact
- Google Forms
- Office 365
- Piesync
- Dropbox
- Google Drive
- OneDrive
- co
- Net
- Bank Accounts
- PayPal
- Stripe
- Zipmark
- G Suite
- Google Maps
- Slack
- Business Site CRM Plugin
- eCommerce Plugin
- WordPress
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Digital Socialite, Company Connecting, FiberME Communications LLC
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Apptivo CRM is a customer relationship management solution that helps companies attract, retain, and engage with more customers.
Company Email
support@apptivo.com
Contact No.
Company's Address
Apptivo Inc.
39055 Hastings St, Suite 209, Fremont, California 94538,
USA
Apptivo Comparisons
Popular Apptivo Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Automated Workflows
- If-Then Scenarios in Workflow Steps
- Task Management
- Seminar Management
- Categorize and Tag Records
- Clients’ Data Tracking
- Reports
- Activities Management
- Free Database Migration
- Integrations
- Broadcast Emails
Pricing Info
Redtail CRM offers a single enterprise pricing plan for all users. Here are the details:
- $99/month/database
- Includes 15 users
- Unlimited leads, contacts, reminders, and tasks
- Complimentary database conversions
- Broadcast emails
- Mobile app
- Custom exporting
- Access anywhere, anytime
- Backup and disaster recovery
- Document management
- Workflow processes
- Categorize and tag client records
- Detailed reports
- Seminar management
- Free support
Integrations
Redtail CRM works seamlessly with the following services:
- Morningstar
- Riskalyze
- LaserApp
- Allbridge
- MoneyGuidePro
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
KMS Financial Servies Inc., Cambridge Investment Research Inc., United Planners Financial Services
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Redtail CRM is a web-based customer relationship management software which is designed exclusively for financial professionals.
Company Email
support@redtailtechnology.com
Contact No.
Company's Address
11285 Pyrites Way, Suite B
Gold River, CA 95670
USA
Redtail CRM Comparisons
Popular Redtail CRM Alternatives
Please note that even though both Apptivo and Redtail CRM may provide an excellent array of features each software may be aimed at a different business size. If you are analyzing various solutions you should focus on a business type they are meant for. Certain elements may scale up effectively for big enterprises but if you own a small or medium company it’s often more sensible to refrain paying for advanced features that you might never use.
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