When it comes to customer relationship management (CRM) and sales force automation (SFA) tools, there are a lot of options on the market. Two of the most popular CRM/SFA tools are Apptivo and Zendesk Sell. In this article, we'll compare and contrast these two CRM/SFA tools in order to help you decide which one is right for your business.

Apptivo

Apptivo is a cloud-based CRM/SFA tool that offers a comprehensive suite of features for managing your customer relationships and sales pipeline. Apptivo's features include contact and lead management, opportunity and deal tracking, quote and invoice management, sales forecasting, and more. Apptivo also offers a mobile app for iOS and Android, so you can access your CRM data on the go.

Contact and Lead Management

With Apptivo, you can easily manage your contacts and leads in one place. Apptivo's contact management features include the ability to add custom fields, import and export contacts, and add notes and tasks to individual contacts. You can also segment your contacts into groups for easy management. Apptivo's lead management features include lead capture forms, lead scoring, and the ability to convert leads into opportunities.

Opportunity and Deal Management

Apptivo's opportunity management features include the ability to track opportunities, forecast sales, and create custom opportunity stages. With Apptivo, you can also add notes and tasks to individual opportunities, and attach files and documents to opportunities. Apptivo's deal management features include the ability to track deals, create custom deal stages, and attach files and documents to deals.

Quote and Invoice Management

Apptivo's quote management features include the ability to create and send quotes, track quote statuses, and attach files and documents to quotes. Apptivo's invoice management features include the ability to create and send invoices, track invoice statuses, and attach files and documents to invoices.

Sales Forecasting

With Apptivo, you can easily forecast your sales pipeline with the built-in sales forecasting tool. Apptivo's sales forecasting tool lets you create custom sales forecast models, and view your sales pipeline data in various graphical formats. You can also share your sales forecast data with other Apptivo users, so everyone can stay on the same page.

Zendesk Sell

Zendesk Sell is a cloud-based CRM/SFA tool that offers a comprehensive suite of features for managing your customer relationships and sales pipeline. Zendesk Sell's features include contact and lead management, opportunity and deal tracking, quote and invoice management, sales forecasting, and more. Zendesk Sell also offers a mobile app for iOS and Android, so you can access your CRM data on the go.

Contact and Lead Management

With Zendesk Sell, you can easily manage your contacts and leads in one place. Zendesk Sell's contact management features include the ability to add custom fields, import and export contacts, and add notes and tasks to individual contacts. You can also segment your contacts into groups for easy management. Zendesk Sell's lead management features include lead capture forms, lead scoring, and the ability to convert leads into opportunities.

Opportunity and Deal Management

Zendesk Sell's opportunity management features include the ability to track opportunities, forecast sales, and create custom opportunity stages. With Zendesk Sell, you can also add notes and tasks to individual opportunities, and attach files and documents to opportunities. Zendesk Sell's deal management features include the ability to track deals, create custom deal stages, and attach files and documents to deals.

Quote and Invoice Management

Zendesk Sell's quote management features include the ability to create and send quotes, track quote statuses, and attach files and documents to quotes. Zendesk Sell's invoice management features include the ability to create and send invoices, track invoice statuses, and attach files and documents to invoices.

Sales Forecasting

With Zendesk Sell, you can easily forecast your sales pipeline with the built-in sales forecasting tool. Zendesk Sell's sales forecasting tool lets you create custom sales forecast models, and view your sales pipeline data in various graphical formats. You can also share your sales forecast data with other Zendesk Sell users, so everyone can stay on the same page.

Apptivo vs Zendesk Sell: Which CRM/SFA Tool is Right for Your Business?

Now that we've taken a detailed look at Apptivo and Zendesk Sell, it's time to decide which CRM/SFA tool is right for your business. If you're looking for a CRM/SFA tool that offers a comprehensive suite of features, Apptivo and Zendesk Sell are both great options. However, if you're looking for a CRM/SFA tool that offers a bit more flexibility in terms of pricing, Apptivo is the better option. Apptivo offers a free plan for businesses with up to 3 users, while Zendesk Sell does not offer a free plan. If you're looking for a CRM/SFA tool that offers a bit more flexibility in terms of features, Zendesk Sell is the better option. Zendesk Sell offers a wider range of features than Apptivo, including live chat support, knowledge base management, and customer satisfaction surveys. Ultimately, the decision of which CRM/SFA tool is right for your business comes down to your specific needs and requirements. If you're not sure which CRM/SFA tool is right for you, we recommend trying out both Apptivo and Zendesk Sell to see which one is a better fit for your business.