Choosing the right CRM software for your business can be a daunting task. With so many options on the market, it's hard to know which one is the best fit for your company. Apptivo and CiviCRM are two of the most popular CRM software solutions available. In this article, we'll compare Apptivo and CiviCRM to help you decide which one is right for you.

Features

When it comes to features, both Apptivo and CiviCRM offer a wide range of options. Apptivo's CRM software includes features such as contact management, task management, opportunity management, quotes and invoicing, sales forecasting, and more. CiviCRM's CRM software includes features such as contact management, membership management, event management, case management, pledges and donations, and more. Both Apptivo and CiviCRM offer a free trial so you can try out the software to see if it's a good fit for your business.

Contact Management

Both Apptivo and CiviCRM offer contact management features. With Apptivo, you can add contacts, companies, and leads. You can also add notes, tasks, and opportunities to each contact. With CiviCRM, you can add contacts, organizations, and households. You can also add notes, tasks, and activities to each contact. Both Apptivo and CiviCRM offer a variety of ways to view your contacts, including a list view, a card view, and a map view. You can also filter and sort your contacts to find the ones you're looking for quickly and easily.

Opportunity Management

Both Apptivo and CiviCRM offer opportunity management features. With Apptivo, you can add opportunities, assign tasks, set due dates, track progress, and more. With CiviCRM, you can add opportunities, assign activities, track progress, and more. Both Apptivo and CiviCRM offer a variety of ways to view your opportunities, including a list view, a Kanban view, and a calendar view. You can also filter and sort your opportunities to find the ones you're looking for quickly and easily.

Quotes and Invoicing

Both Apptivo and CiviCRM offer quotes and invoicing features. With Apptivo, you can create quotes, convert them to invoices, and send them to your customers. With CiviCRM, you can create quotes, convert them to invoices, and send them to your contacts. Both Apptivo and CiviCRM offer a variety of templates to choose from, so you can create a quote or invoice that's perfect for your business. You can also add your own logo, images, and text to personalize your quotes and invoices.

Sales Forecasting

Both Apptivo and CiviCRM offer sales forecasting features. With Apptivo, you can create sales forecast reports, view historical data, and set goals. With CiviCRM, you can create sales forecast reports, view historical data, and set targets. Both Apptivo and CiviCRM offer a variety of ways to view your sales data, including a list view, a pie chart view, and a bar chart view. You can also filter and sort your sales data to find the information you're looking for quickly and easily.

Pricing

When it comes to pricing, both Apptivo and CiviCRM offer a variety of plans to choose from. Apptivo's CRM software plans start at $10 per month per user. CiviCRM's CRM software plans start at $15 per month per user. Both Apptivo and CiviCRM offer a free trial so you can try out the software to see if it's a good fit for your business.

Apptivo Plans

Apptivo offers four CRM software plans: Free, Basic, Professional, and Enterprise. The Free plan includes contact management, opportunity management, quotes and invoicing, sales forecasting, and more. The Basic plan includes all of the features in the Free plan, plus task management, lead management, and more. The Professional plan includes all of the features in the Basic plan, plus custom fields, custom objects, and more. The Enterprise plan includes all of the features in the Professional plan, plus unlimited users, unlimited storage, and more.

CiviCRM Plans

CiviCRM offers four CRM software plans: Free, Basic, Professional, and Enterprise. The Free plan includes contact management, membership management, event management, case management, pledges and donations, and more. The Basic plan includes all of the features in the Free plan, plus contact groups, webforms, and more. The Professional plan includes all of the features in the Basic plan, plus advanced permissions, custom fields, and more. The Enterprise plan includes all of the features in the Professional plan, plus unlimited users, unlimited storage, and more.

Conclusion

Apptivo and CiviCRM are both great CRM software solutions. They both offer a wide range of features, a free trial, and a variety of pricing plans to choose from. If you're looking for a CRM software solution that offers a wide range of features, Apptivo is a great option. If you're looking for a CRM software solution that offers a wide range of features and is also affordable, CiviCRM is a great option.