Save ½ a day
per week on presales
Apptivity provides an all-in-one solution for professional services presales. Spend more time selling and less time on chores.
Save ½ a day
per week on presales
Apptivity provides an all-in-one solution for professional services presales. Spend more time selling and less time on chores.
Save ½ a day
per week on presales
Apptivity provides an all-in-one solution for professional services presales. Spend more time selling and less time on chores.
Who is Apptivity for?
You should choose Apptivity if you have:
Process debt, compounding daily
We’ll fix it next quarter” became “we’ll fix it never.” You’re firefighting recaps and approvals while tasks hide in Slack, email, and memory.
Process debt, compounding daily
We’ll fix it next quarter” became “we’ll fix it never.” You’re firefighting recaps and approvals while tasks hide in Slack, email, and memory.
Process debt, compounding daily
We’ll fix it next quarter” became “we’ll fix it never.” You’re firefighting recaps and approvals while tasks hide in Slack, email, and memory.
Copy-paste theater
Franken-SOWs, cloned spreadsheets, stale rates—cue rework, scope drift, and late-night redlines. Copy-paste isn’t automation; it’s a tax.
Copy-paste theater
Franken-SOWs, cloned spreadsheets, stale rates—cue rework, scope drift, and late-night redlines. Copy-paste isn’t automation; it’s a tax.
Copy-paste theater
Franken-SOWs, cloned spreadsheets, stale rates—cue rework, scope drift, and late-night redlines. Copy-paste isn’t automation; it’s a tax.
Swivel-chair selling
8+ tools, three “final” files, no mutual close plan or digital sales room—so approvals and procurement jump-scare your deal and momentum flatlines.
Swivel-chair selling
8+ tools, three “final” files, no mutual close plan or digital sales room—so approvals and procurement jump-scare your deal and momentum flatlines.
Swivel-chair selling
8+ tools, three “final” files, no mutual close plan or digital sales room—so approvals and procurement jump-scare your deal and momentum flatlines.
Apptivity provides an all-in-one solution for professional services presales so you can spend more time selling and less time with chores
With Apptivity, my team and I can stay on top of everything in the pipeline all from one place. No more guess work. No more hunting for notes or contracts. Producing consistent, professional documents is easy.
With Apptivity, my team and I can stay on top of everything in the pipeline all from one place. No more guess work. No more hunting for notes or contracts. Producing consistent, professional documents is easy.
With Apptivity, my team and I can stay on top of everything in the pipeline all from one place. No more guess work. No more hunting for notes or contracts. Producing consistent, professional documents is easy.
Matthew Allen
Matthew Allen
Matthew Allen
Advisory Services Practice Lead at Altiatek
Advisory Services Practice Lead at Altiatek
Close deals faster
Close deals faster
Close deals faster
No credit card necessary.
One workspace. Zero presales chaos.
Stop juggling docs, tabs, and sticky notes. Every opportunity gets a living hub for discovery, task management, and snippets—so deals move and your brain chills.
Discovery that writes itself
Bot joins calls → summary, objections, action items, speaking time, recording—filed perfectly in the opportunity.
Discovery that writes itself
Bot joins calls → summary, objections, action items, speaking time, recording—filed perfectly in the opportunity.
Discovery that writes itself
Bot joins calls → summary, objections, action items, speaking time, recording—filed perfectly in the opportunity.
Tasks management that sticks
Owners, due dates, approvals; open tasks roll up across opportunities.
Tasks management that sticks
Owners, due dates, approvals; open tasks roll up across opportunities.
Tasks management that sticks
Owners, due dates, approvals; open tasks roll up across opportunities.
Snippets on speed-dial
Tagged, searchable, AI-polished for RFPs and proposals.
Snippets on speed-dial
Tagged, searchable, AI-polished for RFPs and proposals.
Snippets on speed-dial
Tagged, searchable, AI-polished for RFPs and proposals.
Instant deal clarity
Live overview with desired go-live date, what happened, and next steps according to your methodology.
Instant deal clarity
Live overview with desired go-live date, what happened, and next steps according to your methodology.
Instant deal clarity
Live overview with desired go-live date, what happened, and next steps according to your methodology.
Scope like a pro
Estimates your delivery team will actually thank you for. Purpose-built for professional services, the calculator handles staff aug, packaged solutions, T&M, fixed price, and even product lines—without the spreadsheet spelunking.
Model reality
Roles, rates, phases; rate card management baked in.
Model reality
Roles, rates, phases; rate card management baked in.
Fast, not sloppy
Parameterize complexity; discounts & buffers at any level.
Fast, not sloppy
Parameterize complexity; discounts & buffers at any level.
Guardrails that help, not hinder
Approvals when needed; share directly in the digital sales room.
Guardrails that help, not hinder
Approvals when needed; share directly in the digital sales room.
Repeatable wins
Offerings catalog captures what sold for instant reuse. Oh, and it can feed your document generation, too.
Repeatable wins
Offerings catalog captures what sold for instant reuse. Oh, and it can feed your document generation, too.
Scope like a pro
Estimates your delivery team will actually thank you for. Purpose-built for professional services, the calculator handles staff aug, packaged solutions, T&M, fixed price, and even product lines—without the spreadsheet spelunking.
Model reality
Roles, rates, phases; rate card management baked in.
Fast, not sloppy
Parameterize complexity; discounts & buffers at any level.
Guardrails that help, not hinder
Approvals when needed; share directly in the digital sales room.
Repeatable wins
Offerings catalog captures what sold for instant reuse. Oh, and it can feed your document generation, too.
Docs in minutes,
not weeks
From tokenized templates to signed contracts—without the circus. Drop tokens in a DOCX, we extract a form, pull data from account/opportunity/snippets, then send for built-in e-signature. Signed files auto-attach. Zero scavenger hunts.
Smart document generation
Tokens with defaults & data types = clean inputs.
Smart document generation
Tokens with defaults & data types = clean inputs.
Smart document generation
Tokens with defaults & data types = clean inputs.
Reusable content, on brand
Approved snippets keep proposals & RFPs tight.
Reusable content, on brand
Approved snippets keep proposals & RFPs tight.
Reusable content, on brand
Approved snippets keep proposals & RFPs tight.
Built-in e-signature
Budget-friendly, full audit trail, auto-files to the opportunity.
Built-in e-signature
Budget-friendly, full audit trail, auto-files to the opportunity.
Built-in e-signature
Budget-friendly, full audit trail, auto-files to the opportunity.
Version drama: canceled
Single source of truth in the opportunity space.
Version drama: canceled
Single source of truth in the opportunity space.
Version drama: canceled
Single source of truth in the opportunity space.
Win together with a mutual plan
Turn “what’s the plan?” into momentum. Collaborate with buyers in a mutual close plan (MAP) and a digital sales room they’ll actually visit.
Real alignment
Problem, objectives & success criteria, scope, decision & procurement processes, risks, stakeholders.
Real alignment
Problem, objectives & success criteria, scope, decision & procurement processes, risks, stakeholders.
Two-sided accountability
Track milestones and tasks for both teams.
Two-sided accountability
Track milestones and tasks for both teams.
Buyer-friendly sales room
Personalized welcome, MAP, rich text, file sharing, scheduling, content embeds, estimate, notes, and meeting summaries.
Buyer-friendly sales room
Personalized welcome, MAP, rich text, file sharing, scheduling, content embeds, estimate, notes, and meeting summaries.
Friction-free sharing
Send a link—no login. Engagement analytics included.
Friction-free sharing
Send a link—no login. Engagement analytics included.
Win together with a mutual plan
Turn “what’s the plan?” into momentum. Collaborate with buyers in a mutual close plan (MAP) and a digital sales room they’ll actually visit.
Real alignment
Problem, objectives & success criteria, scope, decision & procurement processes, risks, stakeholders.
Two-sided accountability
Track milestones and tasks for both teams.
Buyer-friendly sales room
Personalized welcome, MAP, rich text, file sharing, scheduling, content embeds, estimate, notes, and meeting summaries.
Friction-free sharing
Send a link—no login. Engagement analytics included.
AI for insights
No buzzword soup—just lift. Apptivity’s AI keeps every opportunity summarized, sharpens your writing, and helps build the business case.
Meetings to meaning
Auto-summaries with objections & actions; recordings available right in the opportunity.
Meetings to meaning
Auto-summaries with objections & actions; recordings available right in the opportunity.
Meetings to meaning
Auto-summaries with objections & actions; recordings available right in the opportunity.
Always-on clarity
Rolling overview plus next steps aligned to your methodology.
Always-on clarity
Rolling overview plus next steps aligned to your methodology.
Always-on clarity
Rolling overview plus next steps aligned to your methodology.
Business case, built
An agent helps quantify impact and craft the rationale buyers need to move forward.
Business case, built
An agent helps quantify impact and craft the rationale buyers need to move forward.
Business case, built
An agent helps quantify impact and craft the rationale buyers need to move forward.
Write faster, sound smarter
AI assistance for snippets, proposals, and RFP responses.
Write faster, sound smarter
AI assistance for snippets, proposals, and RFP responses.
Write faster, sound smarter
AI assistance for snippets, proposals, and RFP responses.
Pricing
Monthly
Annual
Basic
$29
per salesperson, per month
Get started streamlining the activities of your entire team.
Unlimited accounts and opportunities
Standard activities including notes, tasks, and mutual plan
Intelligent estimator
AI agents for opportunity and activity summarization and business case writing
Approval and automation engine
Task management
Unlimited internal collaborators
Professional
$69
per salesperson, per month
Enhance discovery and automate deal closure.
Everything in Basic, plus:
Digital sales room
Intelligent meeting summaries (30 recorded meeting hours/month)
E-signature automation (20 e-signature documents/month)
Snippet and template management
Document generation
Professional activities including embedded content and file sharing
Unlimited external collaborators
Pricing
Monthly
Annual
Basic
$29
per salesperson, per month
Get started streamlining the activities of your entire team.
Unlimited accounts and opportunities
Standard activities including notes, tasks, and mutual plan
Intelligent estimator
AI agents for opportunity and activity summarization and business case writing
Approval and automation engine
Task management
Unlimited internal collaborators
Professional
$69
per salesperson, per month
Enhance discovery and automate deal closure.
Everything in Basic, plus:
Digital sales room
Intelligent meeting summaries (30 recorded meeting hours/month)
E-signature automation (20 e-signature documents/month)
Snippet and template management
Document generation
Professional activities including embedded content and file sharing
Unlimited external collaborators
Pricing
Monthly
Annual
Basic
$29
per salesperson, per month
Get started streamlining the activities of your entire team.
Unlimited accounts and opportunities
Standard activities including notes, tasks, and mutual plan
Intelligent estimator
AI agents for opportunity and activity summarization and business case writing
Approval and automation engine
Task management
Unlimited internal collaborators
Professional
$69
per salesperson, per month
Enhance discovery and automate deal closure.
Everything in Basic, plus:
Digital sales room
Intelligent meeting summaries (30 recorded meeting hours/month)
E-signature automation (20 e-signature documents/month)
Snippet and template management
Document generation
Professional activities including embedded content and file sharing
Unlimited external collaborators