Apptivo

CRM for managing customer accounts

4,4 /5 (508 avaliações) Escreva uma avaliação!

Resumo do Apptivo

O que é o 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.

Resumo do Apptivo

Preços

A partir de
US$ 10,00/mês

Opções de preços

Teste Grátis
Gratuito
Assinatura
Relação qualidade/preço

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


Recursos do Apptivo

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá, Reino Unido, Austrália, China e outros 5, Índia, Japão, Alemanha, Brasil, México
Idiomas
Inglês

Mídias

Visualize sales funnels with built-in dashboards
Set sales targets and measure performance in real time
Create automated workflows to create activities & send automatic emails
Simple contact profiles that can be configured to store any details
Automatic tracking of all history with a customer, including emails, notes, calls & meetings
Get a 360° of customers by integrating all customer data into one system
Powerful search tools for targeted marketing lists & flexible reporting
Easily browse through results, edit data in bulk, email contacts in bulk, or export any data on the fly
Apptivo - Vídeo Captura de tela do Apptivo: Visualize sales funnels with built-in dashboards Captura de tela do Apptivo: Set sales targets and measure performance in real time Captura de tela do Apptivo: Create automated workflows to create activities & send automatic emails Captura de tela do Apptivo: Simple contact profiles that can be configured to store any details Captura de tela do Apptivo: Automatic tracking of all history with a customer, including emails, notes, calls & meetings Captura de tela do Apptivo: Get a 360° of customers by integrating all customer data into one system Captura de tela do Apptivo: Powerful search tools for targeted marketing lists & flexible reporting Captura de tela do Apptivo: Easily browse through results, edit data in bulk, email contacts in bulk, or export any data on the fly

Apptivo - Avaliações

Apptivo - Avaliações

Classificação geral
4,4
/
5
Excelente
273

Muito bom
183

Regular
40

Ruim
8

Péssimo
4

Relação qualidade/preço
4,6
Recursos
4,3
Praticidade
4,1
Suporte ao cliente
4,7
90% dos usuários recomendam este app
Marisela E.

Customer Support is very Responsive

Our business started Apptivo when we were quite small, and there were several issues with the program when we first began using them. The support at Apptivo is awesome, every time that we have a difficulty using any of the programs feature, they have gotten back to us within hours or sometimes days. The recent issue with using their Ledger App took a bit longer to resolve but we enthusiastically appreciate their dedication to resolving the issues, and how thoroughly they did resolve it.

The features we use most often include: Emailing Invoices and Estimates, keeping track of our Finances with their Ledger App, and keeping track of correspondence with Clients. There are some many other features to the program including tracking Inventory, tracking Accounts with Suppliers, and creating Projects with clients/collaborations with other professionals just to name a few.

I will continue to use and support the Apptivo program. They continue to grow and offer more features, clearer and efficient options for tracking the growth of our business as it continues to grow!


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Paul N.

CRM Solution

All CRM's require Users to learn their navigation, terminology and how functions are executed. Unlike other CRM's I have tested, the Support Team at Apptivo has been both diligent and effective in resolving a few technical glitches with my onboarding process. Apptivo provides me with a reliable CRM platform and functions on which I can run my business. 24x7 access to an effective and professional Support Team is a valuable resource that ensures I spend more time with my clients than suffering from IT issues.


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Troy R.

Apptivo for Sales teams

Apptivo has a great team and is always right there to help when you have a problem. Response time is very quick.


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Sean C.

Decided to switch to something else

Their software is decent, but they really seem to loathe their Starter Plan customers. The way they hack out features that they don't want available is sloppy, and makes it necessary to come up with ways to work around their intentional stumbling blocks.

Apptivo - If you don't want to offer a free product, don't. I got the hint, and I'm setting up PayPal Invoicing tonight.


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Shannon M.

Learning and loving

The more I learn, the more I love it!


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Marisela E.
Traduzido para o Português
Traduzido para o Português

Customer Support is very Responsive

Usado Diariamente durante Mais de dois anos
Avaliado em 28/11/2016
Fonte da avaliação: GetApp

Our business started Apptivo when we were quite small, and there were several issues with the program when we first began using them. The support at Apptivo is awesome, every time that we have a difficulty using any of the programs feature, they have gotten back to us within hours or sometimes days. The recent issue with using their Ledger App took a bit longer to resolve but we enthusiastically appreciate their dedication to resolving the issues, and how thoroughly they did resolve it.

The features we use most often include: Emailing Invoices and Estimates, keeping track of our Finances with their Ledger App, and keeping track of correspondence with Clients. There are some many other features to the program including tracking Inventory, tracking Accounts with Suppliers, and creating Projects with clients/collaborations with other professionals just to name a few.

I will continue to use and support the Apptivo program. They continue to grow and offer more features, clearer and efficient options for tracking the growth of our business as it continues to grow!

Vantagens

Easy to use features - Sending out invoices - Receiving payments and notifications - Receving Emails and Client feedback - Tracking client info - Reviewing, Updating, and tracking Inventory and Accounts Payables. There are many other features but these we use in general.

Desvantagens

Some errors with Invoices through paypal that require the client to input the info more than once, especially when there is Updates to the program. This has happened on some occasions, but is no longer an issue that we experience.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Paul N.
Setor: Serviços financeiros
Porte da empresa: Profissional autônomo
Traduzido para o Português
Traduzido para o Português

CRM Solution

Usado Diariamente durante 1 a 5 meses
Avaliado em 20/08/2020
Fonte da avaliação: Capterra

All CRM's require Users to learn their navigation, terminology and how functions are executed. Unlike other CRM's I have tested, the Support Team at Apptivo has been both diligent and effective in resolving a few technical glitches with my onboarding process. Apptivo provides me with a reliable CRM platform and functions on which I can run my business. 24x7 access to an effective and professional Support Team is a valuable resource that ensures I spend more time with my clients than suffering from IT issues.

Vantagens

Apptivo provides a portfolio of critical functions for companies to manage different aspects of their business. Unlike some others, the Apptivo functions/Apps are well integrated. This provides a strong foundation for reliable and accurate information to manage your business.

Desvantagens

Apptivo doesn't yet integrate with Zoom.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Troy R.
Setor: Artigos esportivos
Porte da empresa: 51-200 funcionários
Traduzido para o Português
Traduzido para o Português

Apptivo for Sales teams

Usado Diariamente durante 6 a 12 meses
Avaliado em 04/01/2021
Fonte da avaliação: SoftwareAdvice

Apptivo has a great team and is always right there to help when you have a problem. Response time is very quick.

Vantagens

The software is very simple to learn and allows you to customize it to fit your needs.

Desvantagens

Integrating with current softwares takes some time.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Sean C.
Setor: Serviços e tecnologia da informação
Porte da empresa: Profissional autônomo
Traduzido para o Português
Traduzido para o Português

Decided to switch to something else

Usado Diariamente durante Mais de dois anos
Avaliado em 02/04/2019
Fonte da avaliação: SoftwareAdvice

Their software is decent, but they really seem to loathe their Starter Plan customers. The way they hack out features that they don't want available is sloppy, and makes it necessary to come up with ways to work around their intentional stumbling blocks.

Apptivo - If you don't want to offer a free product, don't. I got the hint, and I'm setting up PayPal Invoicing tonight.

Vantagens

I've been using their "Starter Plan" since 2012. It is good enough to get by, and it is free. I mostly use the invoicing module.

Desvantagens

Certain settings in the starter plan don't make sense. For example, the e-mail template includes a link to paying online, but online payments aren't supported in the starter plan. Modifying the e-mail template to take that link out is also not supported in the starter plan. I could deal with all that, but now, after a year of using the recurring invoices feature, they suddenly stop working. The tech support person says I have to upgrade my plan to use that. But the settings pages all work, and my invoices are all just sitting there waiting.

Traduzido para o Português

Resposta do Apptivo

Hello Sean,

Thank you so much for taking the time to post this review! We're glad that you enjoyed using Apptivo as a customer for many years. The Starter Plan is generally very limited compared to the other plans. We also upgraded versions since you first created an account with us. This might have caused some unexpected changes. I apologize for the inconvenience caused and will take your feedback to the appropriate teams to help improve our user experience. Thank you again for your feedback!

Team Apptivo

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Probabilidade de recomendação: 1.0/10

Shannon M.
Setor: Transporte marítimo
Porte da empresa: 11-50 funcionários
Traduzido para o Português
Traduzido para o Português

Learning and loving

Usado Diariamente durante Mais de um ano
Avaliado em 07/10/2020
Fonte da avaliação: Capterra

The more I learn, the more I love it!

Vantagens

I love the automation and how easy it is to communicate with our customers and internal team.

Desvantagens

I'm still learning, and although all companies vary in their work flows, I would love to see a more of a road map, as to how apps should relate to one another. Being able to convert an estimate into a quote from the click of a button is great, and the notifications of "who's up next" is great. I guess I just need more time to figure it all out on our end. I know the potential is there, it's a very intuitive product.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Recomendação do usuário
8,6/10
Baseado em 508 usuários
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Preço do Apptivo

Preço do Apptivo

A partir de
US$ 10,00/mês
Teste Grátis
Gratuito
Assinatura
Relação qualidade/preço

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

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

Relação qualidade/preço
4,6/5
Baseado em 508 usuários
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Recursos do Apptivo

Recursos do Apptivo

API
Acompanhamento de atividades
Banco de dados do cliente
Campos personalizados
Criação de relatórios personalizável
Dados em tempo real
Gerenciamento de contatos
Gestão de calendários
Imagem de marca personalizável
Importação/exportação de dados
Integração de e-mail
Integração de redes sociais
Integração de terceiros
Lembretes
Modelos personalizáveis
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Questionários e feedback
Relatórios e estatística
Recursos
4,3/5
Baseado em 508 usuários
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Categorias

Mais informações sobre Apptivo

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
  • 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

    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

    Teste Grátis: 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
    • 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:

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

    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 Hub, PieSync, Robly, Wordpress, Wordpress, Xero

    P: Que nível de suporte o Apptivo oferece?

    O Apptivo oferece as seguintes opções de suporte:

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