Apptivo

Apptivo

CRM for managing customer accounts

4.3/5 (380 avaliações)

Resumo do Apptivo

Apptivo is a powerful sales & marketing tool which provides the tools including lead management, an opportunity pipeline with intuitive dashboards, campaign management, and flexible workflow tools including marketing automation. Everything is completely accessible from Android or iOS devices and integrated with Office365 & G Suite.

The Apptivo CRM starts with a simple contact management system with slick integrations such as automated email conversation tracking, or automated call logging. The solution offers a complete set of sales tools for lead management, activity tracking, pipeline visualization, and automated workflow, as well as integrated quoting, to generate estimates from the pipeline and email professionally branded PDFs to customers.

Apptivo’s apps also include integrated email marketing to launch targeted campaigns to contact lists, and track exactly who is reading & clicking on messages. Implement marketing automation to plan out detailed sequences of when the team should be following up with prospects, and when they should be received personalized automated messages.

Apptivo offers much more than just a CRM. The platform includes apps that help in all areas of business such as help desk, invoicing, project management, procurement, and more. All apps are designed to resolve around the CRM, providing a complete 360° view of each customer.

Apptivo allows users to define their company territories, markets, and their market segments; each of these properties can then be used to search and sort customer accounts by. Not only are businesses able to define who is buying their product, and where; but they can also define the industry that the account belongs to, all in one place.

Preços

A partir de
US$ 10,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Ásia, Austrália, Brasil, Canadá, China e outros 5, Europa, Alemanha, Índia, Japão, América Latina

Idiomas

Inglês

Apptivo - Avaliações

Classificação geral
4.3/5
89% avaliações positivas
193
Excelente
144
Muito bom
31
Regular
8
Ruim
4
Péssimo
Dorcas R.
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Getting the support when you need it

Usado Diariamente durante Mais de um ano
Avaliado em 01/11/2019
Fonte da avaliação: Capterra

We are keeping track of leads form our website and from trade shows. We are using as a CRM to know when to contact and follow-up with customers and prospects. they helped us create a custom program for providing quotes through Apptivo and to track them. An recently we started a new program to track applications testing for customers to see how many turn into a sale. They also worked with us to create custom triggers to go out to our leads and customers with specific messages to keep the sales moving along without the sales team getting involved. This is all new and we are just getting it up and running. However, I feel it will be a great asset to our business and will help us to grow overall.
Again, the software is easy to use an the support team is the best I have come across in the industry.

Vantagens

The Apptivo team has been a dream to work with. We went with another large CRM company first and struggled for a year before giving up and finding Apptivo. This software is easy to use overall. When you need something special and custom, their team will work with you until your project is working well. The cost to get custom projects done is reasonable and you get a lot of support. I can not say enough good about the technical team, service team, project mangers and customer service at this company. They all receive 5 stars in my book and that is a very hard task to accomplish. I rarely give five stars for anything. We continue to add licenses each year, give them a try and they will amaze you.

Desvantagens

The only thing I struggle with is the fact that the contacts data base and the customer data base are two separate entities.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Dave C.
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Exceptional assistance from Gowmi on recent invoice generation issue

Usado Diariamente durante Mais de dois anos
Avaliado em 20/08/2019
Fonte da avaliação: SoftwareAdvice

Overall, the wide array of software modules and features contained within each have helped us reasonably well over the past couple years to centralize our product and client billing functions.

Vantagens

Wanted to give a special thank you to Gowmi, who walked us through - and promptly adjusted templates for us relating to - a specialized case in the creation and sending of a partial payment invoice. We depend on Apptivo for most CRM functions, but we often have special case situations that need a deeper dive - and the present case was one of those. Gowmi took all of the time necessary to view my screenshots and descriptions, research the underlying problem, make changes to the templates we were using, and answered all of my follow-up questions. The problem was resolved in a timely manner, and we got the right information to our client as a result. What more can you ask for? Gowmi, thank you very much again!

Desvantagens

We are into our 3rd year using the paid version of Apptivo. Over this period of time, we've had a moderate number of chat-based technical support issues that we've tried to resolve. Unfortunately, I've learned that if it gets to the point where the tech support team member is compelled to write a support ticket after exhausting their own team's resources, we typically never hear back again as follow-up to the ticket generation. Beyond that, admin users do not get the benefit of seeing any kind of "Your current open support tickets and progress" page that would give us some reassurance that tickets were actually being worked on by the senior support and developer teams. This has been a significant Achilles' heel in an otherwise very functional platform.

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Resposta do Apptivo

Hello Dave,

Thank you so much for taking the time to post this review! Our team is thrilled that you were happy with your experience with one of our support representatives. We understand and will collect your feedback regarding followups on tickets to notify our teams accordingly. Thank you so much again!

Team Apptivo

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

8.0/10
Michael A.
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General

Usado Diariamente durante 1 a 5 meses
Avaliado em 28/06/2019
Fonte da avaliação: Capterra

Slow. Very pleased with how things work, but it took a little while to get used to the interface. Now that we have been using it for 3 months or so, it has everything we need all in one place.

Vantagens

The variety of features that cover Sales to Finance. The value of the apps that are offered fits perfectly into our organization.

Desvantagens

It's sometimes hard to find things. I think this will diminish as I use the product more. The biggest frustration is the integration with other products especially O365. I think I have the email down, but calendar is harder than it should be. Using OneDrive only connects to my personal account and I would like to be able to connect it to our O365 sharepoint folders instead.

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Resposta do Apptivo

Hello Michael,

Thank you so much for taking the time to post this review! Our team is thrilled that you're happy with the value the apps bring to your company. We will collect this feedback on getting familiarized with Apptivo and notify our teams accordingly to improve the process. Thank you, again!

Team Apptivo

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

9.0/10
Robert P.
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Making a small business look large and professional

Usado Diariamente durante Mais de dois anos
Avaliado em 23/03/2019
Fonte da avaliação: Capterra

Very Happy with the product. It works well, year in and year out, and this year, I intend to learn how to use more aspects of it. It's a complete sales CRM and I don't really take advantage of that. I use it as an invoice generation tool. I am a loyal user and have no intention of looking elsewhere. BUT please think about that calendar feature. $60 and an invasive integration from Google, feels a bit much.

Vantagens

It is easy and quick to punch out an invoice copying an old customer invoice and making a couple changes in the body the Output looks Professional when I bill my corporate clients. I like that if I get stuck, CHAT is always available and it's been quick to resolve my confusion or concerns.

Desvantagens

Inconsistent features access between my Ipad and my windows desktop. The IOS (Apple) apps have improved since I started using Apptivo. Although I had to have two separate Apps on my ipad initially and it was confusing, the main app has bulked up to where I rarely need to get on my windows machine. But I'm finding I do have to still, like setting up recurring invoices.

Recording payments, seems to be less than intuitive, resulting in me over crediting an account and having to search until I gave up, trying to delete the twice or more extra payments due to some sort of lag from screen to screen.

My man complaint is lack of a simple calendar capability and it appears if I want it I'll be having to add Google G Suites, which is overkill. Apparently to make up for lack of feature capability in Apptivo, if I want to set up recurring invoices that utilize date features like 2nd Tuesday of every month or 4th Monday of the month. That will cost me $6 month from Google and I don't want or need all of the G suite features.

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Resposta do Apptivo

Hi Robert!
First of all, thank you so much for taking the time to post this review. Our team is so thrilled that you are so happy with our service and Apptivo
Sure we are taking all your feedback on enhancing the Recurring Invoices and Calendar capability into consideration and will work on it.
I am delighted to read that our support team provided excellent service. We would continue to give all of our customers with the same fantastic experience.
You can always get us on online chat (24/7) or write a note to [email protected]

Thanks again!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Vernessa T.
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Apptivo is All-Inclusive, Modern ERP Cloud App Done Right (Just Add Speed and GUI Refresh)

Usado Semanal durante Mais de dois anos
Avaliado em 20/06/2018
Fonte da avaliação: Capterra

I was using Teamwork (formerly Teamwork PM) for project management, a local install of vTiger CRM for contacts and opportunity management, and myriad other cloud-based apps to pull together administrative activities.

I wanted an all-inclusive software with strong project management features that also allowed me to handle detailed invoicing and allowed customers to click a link to pay. Lastly, the CRM component had to be at least as good as vTiger (or Zoho CRM which I'd also given a trial run).

Apptivo satisfied these needs. Pleased with the CRM, opportunity management, project management, field service management, and billing apps (especially since they've added Stripe as a payment gateway).

Vantagens

They do not nickle-and-dime you to death! One price includes everything. Their tiers are about number of users rather than adding/subtracting features. A more sensible model than some of the others.

I like how detail views are available from most places -- call logs, projects, tasks, and notes can be associated with a contact or company or opportunity.

The integration with email is excellent, right down to making it easy to connect your email boxes. One challenge I had that Apptivo solved for me was how to keep emails related to a particular project or opportunity all together in one place. Apptivo does a good job of this by assigning codes (or project numbers), and allowing you to select whether or not the email you are writing is related.

If you are writing emails using some other application (your desktop client or cloud-based app), you can use the same code in the subject line and Apptivo will pull that email into the app, and associate it with the relevant modules (project, client, case, etc.)

Desvantagens

Apptivo is reliable, doesn't seem to ever lose information, etc. but it is often as slow as molasses in an ice storm. Waiting is a no-no; constant waiting is a annoyance that has made me close the app more than once and come back another time.

Apptivo communicates improvements and changes on a regular basis, however, it takes Apptivo a long, loooooong time to integrate changes that have been requested by clients, and improvements overall.

The incremental changes they report on are good but they are really things that should have been implemented 4-5 years ago. An example of this is Stripe (payment gateway) integration. I requested it over and over about 3 years ago but it was just implemented last year.

They could do better with customization (esp. dashboards), reporting, data import, data export and speed.

Low scores on API/integrations -- they have an API but not many other services have developed integrations for it. Neither have they developed many integrations (except for Google products). Even their WordPress module is outdated, clunky. Also, connection to phone services (to take better advantage of the ability to log calls).

The interface still has areas that are clunky and unattractive (although, in defense of Apptivo, I must say the interface has improved in aesthetics, colors and icons in the 4 years I've been using it).

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Resposta do Apptivo

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us ([email protected]) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

8.0/10

Preço do Apptivo

A partir de
US$ 10,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

Starts at just $10/user/month - all apps included, no gimmicks.

Recursos do Apptivo

  • API
  • Campos personalizados
  • Criação de relatórios personalizável
  • Gestão de calendários
  • Imagem de marca personalizável
  • Importação/exportação de dados
  • Integração de e-mail
  • Integração de terceiros
  • Lembretes
  • Modelos personalizáveis
  • Painel de atividades

  • Acompanhamento de atividades
  • Banco de dados do cliente
  • Dados em tempo real
  • Integração de CRM
  • Integração de redes sociais
  • Integração do celular
  • Notificações automáticas
  • Pagamentos eletrônicos
  • Relatórios e estatística

Mais informações sobre Apptivo

Principais recursos do Apptivo

  • API
  • Activity dashboard
  • Activity management
  • Audit trail
  • Auto-responders
  • Automatic reminders
  • Billing & invoicing
  • Calendar management
  • Calendar sync with Google
  • Configurable workflow
  • Contact management
  • Contact management
  • Continuous backup
  • Custom fields
  • Customer accounts
  • Customer history
  • Customizable branding
  • Customizable reporting
  • Customizable templates
  • Data import
  • Data import/export
  • Detailed role based security
  • Document storage
  • Email integration
  • Email templates
  • Estimating
  • Event triggered email
  • Expense tracking
  • Filtered views
  • Full text search
  • Gantt charts
  • Goal setting / tracking
  • Help desk management
  • Help desk tickets
  • Invoice management
  • Job management
  • Lead assignment
  • Lead capture
  • Lead distribution
  • Lead generation
  • Lead management
  • Lead scoring
  • Lead tracking & auto assignment
  • Multi-channel management
  • Multi-company
  • Multi-country
  • Multi-currency
  • Opportunity management
  • Order management
  • Pipeline management
  • Pipeline reports
  • Pipeline reports & dashboards
  • Product catalog
  • Project management
  • Project time tracking
  • Proposal generation
  • Purchase order management
  • Quote management
  • Role-based permissions
  • Rules-based workflow
  • SLA management
  • SSL security
  • Sales analytics
  • Sales tracking
  • Search functionality
  • Secure data storage
  • Secure login
  • Shared contacts
  • Supplier management
  • Territory management
  • Third party integration
  • Timesheets
  • Unified activity management
  • Web forms
  • Website integration
  • Work order management
  • Workflow & marketing automation
  • Workflow management

Vantagens

  • A single online portal to access a 360° degree view of contacts

  • Sales pipeline management tools with reporting & dashboards

  • Tightly integrated email marketing capabilities

  • Closely connected with Office365 & G Suite through seamless integrations

  • Some of the most flexible configuration tools available

  • Unbeatable combination of capability, flexibility, and value

  • Perguntas frequentes sobre o Apptivo

    Abaixo estão algumas perguntas frequentes sobre o Apptivo.

    P: Que tipo de planos o Apptivo oferece?

    O Apptivo oferece os seguintes planos de pagamento:

    A partir de: US$ 10,00/mês

    Modelo de preços: Gratuito, Assinatura

    Avaliação gratuita: Disponível

    Starts at just $10/user/month - all apps included, no gimmicks.

    P: Quais são os principais recursos do Apptivo?

    O Apptivo oferece os seguintes recursos:

    • API
    • Activity dashboard
    • Activity management
    • Audit trail
    • Auto-responders
    • Automatic reminders
    • Billing & invoicing
    • Calendar management
    • Calendar sync with Google
    • Configurable workflow
    • Contact management
    • Contact management
    • Continuous backup
    • Custom fields
    • Customer accounts
    • Customer history
    • Customizable branding
    • Customizable reporting
    • Customizable templates
    • Data import
    • Data import/export
    • Detailed role based security
    • Document storage
    • Email integration
    • Email templates
    • Estimating
    • Event triggered email
    • Expense tracking
    • Filtered views
    • Full text search
    • Gantt charts
    • Goal setting / tracking
    • Help desk management
    • Help desk tickets
    • Invoice management
    • Job management
    • Lead assignment
    • Lead capture
    • Lead distribution
    • Lead generation
    • Lead management
    • Lead scoring
    • Lead tracking & auto assignment
    • Multi-channel management
    • Multi-company
    • Multi-country
    • Multi-currency
    • Opportunity management
    • Order management
    • Pipeline management
    • Pipeline reports
    • Pipeline reports & dashboards
    • Product catalog
    • Project management
    • Project time tracking
    • Proposal generation
    • Purchase order management
    • Quote management
    • Role-based permissions
    • Rules-based workflow
    • SLA management
    • SSL security
    • Sales analytics
    • Sales tracking
    • Search functionality
    • Secure data storage
    • Secure login
    • Shared contacts
    • Supplier management
    • Territory management
    • Third party integration
    • Timesheets
    • Unified activity management
    • Web forms
    • Website integration
    • Work order management
    • Workflow & marketing automation
    • Workflow management

    P: Quem costuma usar o Apptivo?

    Os clientes habituais do Apptivo são:

    Autônomos, Grandes empresas, Empresas de médio porte, Sem fins lucrativos, Pequenas empresas

    P: Em que idioma o Apptivo está?

    O Apptivo está nos seguintes idiomas:

    Inglês

    P: Que tipo de planos o Apptivo oferece?

    O Apptivo tem os seguintes planos de preços:

    Gratuito, Assinatura

    P: O Apptivo é compatível com disponíveis móveis?

    O Apptivo é compatível com os seguintes dispositivos:

    Android, iPhone, iPad

    P: O Apptivo se integra com quais outros aplicativos?

    O Apptivo se integra com os seguintes aplicativos:

    ActiveDEMAND, Business Card Reader, Constant Contact, HubSpot CRM, HubSpot Marketing, PieSync, Robly, Wordpress, Wordpress, Xero

    P: Que nível de suporte o Apptivo oferece?

    O Apptivo oferece as seguintes opções de suporte:

    FAQs, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo