The Apptivo Gmail Add-On extends your Apptivo experience into the comfort of your Gmail inbox! This add-on can be used by any existing Apptivo user, and allows direct access to CRM data, including the ability to create new tasks, contacts, cases, and more from inside of Gmail.
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Listing updated:May 3, 2024
Works with:
4K+
Overview
Create the sender of the email as a new Customer, Contact, Lead, Opportunity, Supplier or Case in Apptivo from Gmail’s sidebar
Associate emails to your Contacts, Cases, and Opportunities in Apptivo
Associate your email sender with existing records in Apptivo apps.
Additional information
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Apptivo for Gmail will ask for the permissions shown below. Learn more
Apptivo for Gmail will need access to your Google account
This will allow Apptivo for Gmail to :
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
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Brent Tillman
June 9, 2022
kal was very professional with helping me get my old account back. the whole process was very efficient and straight to the point. I appreciate the help I recieved.
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Barbara Henszey
July 15, 2020
I found Apptivo after searching for weeks and weeks for a good CRM with flexible features, support and a reasonable price tag. I tried demos, free trials, read reviews and compared features. Apptivo outshines them all. So many new software platforms are too quick to market with superficial to medium-range details. The Apptivo folks somehow incorporated massive amounts of detail into an intuitive, easy to use and amazingly robust platform of options. Then there is the OUTSTANDING CUSTOMER SERVICE - by phone, email or chat. I just got off a screen share with Rajesh who walked me through a customization process that I didn't understand reading email instructions. WOW! Not only was Rajesh a natural teacher, in addition I logged off with a huge leap in understanding how to navigate the program to fine tune it for my business.
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Josh
May 19, 2020
I am gaining familiarity with the database and have been thoroughly impressed with the customizability of things. When I hit a snag in customizing, Rajesh fixed it in 5 minutes by sharing my screen. Great database, great customer service.
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Robert Beausire
October 21, 2020
I was having some connection challenges to my email and Kal brought me through it successfully by talking control of my screen and walking ne through it. Very helpful - thanks Kal.
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Patrick Gallagher
February 2, 2021
Mani was very helpful. We went back and forth on chat and then shared screen. He accomplished exactly what I needed.
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BCN CONSULTING
October 3, 2020
Today, with Rajesh we saw how the Xinnect works. He helped me a lot and taught me very well. I am very grateful to him for his good work, as Bcn Consulting we are happy to work with you.
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Nelson Brugh
August 8, 2020
Rajesh was very helpful in helping me (an new user) configure what I needed. Product seems to be very powerful.
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A User of Apptivo for Gmail
July 6, 2020
The support at Apptivo in AMAZING! I worked with a team led by Velu to import 15K+ contacts and 72K+ emails and notes from another CRM. They have been extremely helpful, responsive, and on top of all the technical challenges I've had along the way with getting started. I evaluated numerous other CRMs before deciding on Apptivo. It has given me a lot of confidence as a new user to know that their support is first class and that I have experts that respond to my inquiries quickly and thoroughly so that I can customize my set up and get the CRM up and running. Highly recommend!
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A User of Apptivo for Gmail
May 14, 2020
Rajesh was fantasic! I had a couple of queries that were dealt with very efficiently. Apptivo is a great product for a great price. I would definitely recommend! 5*
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Nicholas Jellison
October 7, 2020
Rajesh was wonderfully helpful and very timely. Very glad to have them help us out. I know that they are able to fix any problem quickly and thoroughly.
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