$15/mo.
Apptivo offers a CRM solution with an all-in-one comprehensive suite of tools for lead and contact management, opportunity tracking, and quote and invoice management. Apptivo’s powerful and easy-to-use sales solution is a collaborative and operational CRM . Offering customization through Codeless Solution and robust integrations and APIs, Apptivo is a straightforward solution great for businesses wanting a tool to manage their end-to-end sales process.
1 creatio crm.
Apptivo’s CRM pricing structure includes four plans that don’t require a contract. The first three plans are priced per user, while the top tier requires you to reach out to Apptivo’s sales team for a quote.
Round robin lead assignment.
Lead qualification and assignment is a valuable tool built into CRM solutions. It helps incoming leads and customers be segmented and assigned to the right sales rep based on geographic region, firmographics, or other qualifiers. Apptivo offers a round robin assignment tool for lead distribution. Users can set rules to allocate leads based on source, region, or department. This way, managers can ensure balanced lead allocation for efficient follow up and increased conversions.
In addition to automating workflows and miscellaneous sales tasks, Apptivo users can also automate schedule reports. Reports can be automatically generated weekly, biweekly, monthly, quarterly, or annually to show users defined or filtered metrics for business insight. Having regular reports helps the sales team stay updated on opportunities, deal progress, performance metrics, and more.
Apptivo offers a robust quotation software that can optimize a digital workflow. Users can create custom quotes from easy-to-use templates, build out item catalogs, collect e-signatures, and set up reminder automations. You can even utilize tax rate estimates and rule-based calculations. These advanced features make it easy for reps to refer to correct price listings and generate quotes quickly to maximize on a lead’s interest.
Utilizing territory management within a CRM helps sales teams strategize efforts on specific geographic or demographic territories. This way, sales reps can target and nurture leads with better intent for higher conversion rates. After creating new sales territories, leads and customers can be automatically assigned based on assignment rules. An additional feature of this tool is the consistent collaboration for all users to access these leads remotely with real time updates.
Software | ||||
---|---|---|---|---|
Omnichannel communication | Yes | Yes | Yes | Limited |
Integrations | 100+ | 100+ | 400+ | 300+ |
AI-powered tools | No | Yes | Yes | Yes |
Reporting and analytics | Medium | Medium | Medium | Medium |
Free trial | 30 days | 15 days | 14 days | 14 days |
Starting price | $15 per user, per month | Free starting price | $15 per user, per month | Contact for quote |
Bitrix24 is a business solution that also offers free CRM software . It’s a free version of their tool for unlimited users but only supports up to 5 GB of storage space and limited communication features. Bitrix24 has similar mobile features and integration capabilities to Apptivo but offers an AI assistant that Apptivo doesn’t.
For more information, check out our Bitrix24 review.
Creatio is another affordable CRM for small businesses . Similar to Apptivo, Creatio is a no-code platform that enables users to easily customize reports, dashboards, and workflows to make their unique business models. Additionally, Creatio has sales forecasting tools and reporting capabilities that help users manage performance.
Oracle Netsuite offers a CRM solution within an ERP. Similar to Apptivo, NetSuite is a cloud-based CRM with a mix of sales and support tools that help businesses automate processes and access data on the go. Oracle NetSuite CRM doesn’t have transparent pricing like Apptivo does; Oracle offers its platform through an annual license fee instead of price per user.
To review Apptivo CRM, I used our in-house TechRepublic rubric that has defined criteria around the most important considerations when evaluating general CRM. I compared Apptivo’s CRM features , pricing, and more against industry standards. All of this helped me identify standout features and ideal use cases of the software.
Here’s the exact criteria I used to score Apptivo:
For a further breakdown of these criteria, head over to our methodology page .
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IMAGES
VIDEO
COMMENTS
Create a Round Robin Lead Assignment Rule Keep your team's workload even by auto-assigning new leads to each user.
Before you implement round robin assignment in Salesforce, think about what you're trying to achieve. Some of the options below (e.g. Lead Assignment Rules) only apply to Leads and won't work for Accounts, Opportunities, Tasks, etc. For example, if you're assigning qualified opportunities to account executives (AEs) you'll need to make sure you pick the right option.
In the context of Salesforce.com, the term round robin frequently comes into play when assigning Lead or Case records to users. For example, you might have five sales reps working new Leads and, as an administrator, you want to divvy out all new Leads equally among the five reps, so if you had a 100 new leads, you would want each rep to get exactly 20 Lead records.
Get the details on Salesforce lead assignment rules, specifically how to implement round-robin or balanced load methods for assignment of leads. Q&A: Lead Routing — 2-to-1 Assignment
Use groups for round-robin lead assignment. When you assign a prospect to a group, the prospect is assigned to a group member, equally distributing leads....
This video explains how to implement Round Robin-based Lead Assignment Rules in Salesforce.
Manage Round Robin Lead Assignment to multiple groups of Salesforce users each based on different and custom criteria. Easy to setup and maintain. Country /US State/Zip supported by default. Create multiple custom matching fields to use for distribution.
How to create a Lead or Case Round Robin Assignment Rule in Salesforce. How does it work? Configure rules to distribute records to reps evenly or by percentage.
We've included information for everyone. From beginners (what is lead distribution? lead to account matching overview), to more experienced marketing and sales ops readers (implementing advanced round robin, Salesforce lead assignment rules, etc...). Don't feel like you need to read this in order or from cover to cover.
Lead Assignment Guide: Salesforce and Round Robin Assigning new accounts, leads, and other various tasks to sales representatives is the foundation of managing a fair business. With Salesforce, this usually involves round robin assignment.
Salesforce lead assignment rules don't include an easy way to set up round robin distribution — you need an additional tool like Pardot, one of the round robin apps on AppExchange, complex Apex code, or a third-party lead routing platform.
Create lead assignment rules based on the Auto Number incrementation and the round robin field. In this example, we have the custom and standard round robin in the same lead assignment rules.
Salesforce Lead Routing: Definitions Here are descriptions of the assignment strategies that organizations run using Salesforce: Round robin: Focused on a group of possible owners, assign each Lead to an owner until each owner has received a record, then repeat. This ensures equal distribution relative to the number of incoming records.
Easily set assignment and routing rules for standard Salesforce objects Leads, Tasks, Cases, and Opportunities. Control the routing algorithm via Round Robin and weighted modes. Schedule users on an hourly basis.
The formula type needs to be a number since the idea is to generate a Round Robin ID- based on which the lead assignment rule is supposed to work. However, I need to generate the ID number only for leads that meet the two criteria ( status and sub source).
In Salesforce, round robin assignment rules evenly distribute Leads among sales reps by using an Auto Number field and a Formula field on the Lead object.
Creating User Groups for Lead Routing in Salesforce In this guide, we'll walk you through the process of creating user groups for basic lead assignment, such as round-robin, and provide you with valuable insights and tips along the way.
Kubaru: Lead Assignment, Case Routing, Round Robin Distribution, Speed-to-Lead. Are you looking for a better way to assign leads, contacts, cases, opportunities, and other records in Salesforce? Kubaru provides all the tools you need to optimize your assignment strategy.
@Piyusha Pilania As i created this lead assignment I realized that I wont be even, because of the case that a specific industry will assign to user in the assignment rule but with the calculation of the round robin number it suppose to be assigned to other user, which means in the long run it wont be divided evenly between the three of them.
1 i want to implement round robin for lead assignment but it should only work based on a lead source value . only should run when lead source is equal to facebook .
Super Round Robin for Salesforce Data Action Platform for Salesforce ... Established orgs often have Lead Assignment Rules already set up. The Lead object... Related Articles. Advanced: Apply SuperRoundRobin to any custom object or standard object.
PowerRouter is an easy-to-use lead routing & case assignment tool for Salesforce to ensure your leads, contacts, cases, accounts, & opportunities are routed to the right teams in real-time with no-code routing workflows. Routing made simple & efficient.
Apptivo CRM's key features Round robin lead assignment. Lead qualification and assignment is a valuable tool built into CRM solutions. It helps incoming leads and customers be segmented and ...