Sobre 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.

Preços a partir de:

US$ 10,00/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

Principais benefícios do Apptivo

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

Dispositivos

Porte da empresa

P M G

Mercados

Austrália, Brasil, Canadá, China, Alemanha, Reino Unido, Índia, Japão, México, Estados Unidos

Idiomas

inglês

Preços a partir de:

US$ 10,00/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

Imagens

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Recursos

Total de recursos do Apptivo: 51

  • API
  • Acesso para Celular
  • Análise de tendências de vendas
  • Armazenamento de documentos
  • Automação de marketing
  • Banco de dados do cliente
  • Campos personalizáveis
  • Captura de leads
  • Distribuição de leads
  • Geração de leads
  • Gerenciamento de contatos
  • Gerenciamento de e-mails
  • Gerenciamento de tickets de suporte
  • Gestão de atividades
  • Gestão de calendários
  • Gestão de clientes
  • Gestão de leads
  • Gestão de oportunidades
  • Gestão de tarefas
  • Gestão do conhecimento
  • Gestão do fluxo de trabalho
  • Gestão do pipeline
  • Gestão do pipeline de vendas
  • Gestão territorial
  • Importação/exportação de dados
  • Integração de bate-papo interno
  • Integrações de terceiros
  • Lembretes
  • Marketing por e-mail
  • Modelos de e-mails
  • Modelos personalizáveis
  • Orçamentos/estimativas
  • Painel de atividades
  • Para dispositivos iPad
  • Para startups
  • Permissões por função
  • Pesquisa e filtro
  • Portal de autoatendimento
  • Previsão
  • Qualificação de leads
  • Rastreamento de interações
  • Rastreamento de recomendações
  • Relatórios de vendas
  • Relatórios do pipeline
  • Relatórios e análise de dados
  • Relatórios e estatística
  • Relatórios personalizáveis
  • Roteamento automático
  • Segmentação
  • Sincronização de calendários
  • Sistema de calendário ou lembretes

Alternativas

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Zoho CRM

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#2 alternativa ao Apptivo
O Zoho CRM é um software de CRM baseado na nuvem que ajuda empresas de todos os tamanhos a fechar negócios de maneira...

HubSpot CRM

4,5
#3 alternativa ao Apptivo
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Pipedrive

4,5
#4 alternativa ao Apptivo
O Pipedrive é uma ferramenta de gestão do relacionamento com o cliente (CRM na sigla em inglês) e gestão de pipeline...

Avaliações

Classificação geral

4,4 /5
(593)
Relação qualidade/preço
4,7/5
Recursos
4,3/5
Praticidade
4,2/5
Suporte ao cliente
4,7/5

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Exibindo 5 avaliações de 593
Marisela E.
Classificação geral
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Customer Support is very Responsive

Avaliado em 28/11/2016

Our business started Apptivo when we were quite small, and there were several issues with the...

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.

Sunil K.
Classificação geral
  • Industry: Bens de consumo
  • Company size: Profissional autônomo
  • Usado Semanal durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 7.0 /10

Decent Suite of Productivity Apps

Avaliado em 31/03/2020

I would give this 4 out of 5. I love the fact that it is offered for FREE for up to 3 users so...

I would give this 4 out of 5. I love the fact that it is offered for FREE for up to 3 users so great for small start up companies. There are tons of apps you can add and customize per your needs.

Vantagens

One stop shop for many productivity apps such as supply chain, CRM, HR, Accounting etc. Customer service are always available via chat and very helpful. They will even do screen share and troubleshoot the issues.

Desvantagens

Some of the templates such as purchase order, packing slip are hard to customize. Some of the fields do not display consistently.

Olga C.
Classificação geral
  • Industry: Gestão de organizações sem fins lucrativos
  • Company size: 11-50 funcionários
  • Usado Semanal durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Great software, great value for money

Avaliado em 25/11/2021

Apptivo helped my organisation create a central system for accessing information about our wide...

Apptivo helped my organisation create a central system for accessing information about our wide network of contacts and organisations, and helped the team to streamline project management processes.

Vantagens

Apptivo is a user-friendly software for managing information about stakeholders and organisations, with great functionality for segmenting stakeholders, project management, and integration with other applications like Slack.

Desvantagens

Any functionality issues were quickly resolved by the Apptivo team. The event management functionality could be expanded beyond creating target lists and email campaigns.

Razões para mudar para o Apptivo

Apptivo has similar functionality to some of the more expensive products like Salesforce and Insightly, for a fraction of the price.
Sean C.
Classificação geral
  • Industry: Serviços e tecnologia da informação
  • Company size: Profissional autônomo
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 1.0 /10

Decided to switch to something else

Avaliado em 02/04/2019

Their software is decent, but they really seem to loathe their Starter Plan customers. The way...

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.

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

Steve H.
Classificação geral
  • Industry: Transporte rodoviário e ferroviário
  • Company size: 2-10 funcionários
  • Usado Diariamente durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Nice Product for the Money

Avaliado em 28/10/2021

Very good experience thus far.

Very good experience thus far.

Vantagens

This platform is user friendly and is cost effective.

Desvantagens

Possibly shorten the length of the screen shots to where you dont have to scroll down

Exibindo 5 avaliações de 593 Leia todas as avaliações

Perguntas frequentes sobre o Apptivo

Abaixo estão algumas perguntas frequentes sobre o Apptivo.

O Apptivo oferece os seguintes planos de pagamento:

  • A partir de: US$ 10,00/mês
  • Pricing model: Versão gratuita, Assinatura
  • Free Trial: Disponível

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

Os clientes habituais do Apptivo são:

Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

O Apptivo está nos seguintes idiomas:

inglês

O Apptivo é compatível com os seguintes dispositivos:

Android (celular), iPhone (celular), iPad (tablet)

O Apptivo se integra com os seguintes aplicativos:

Asterisk, Authorize.Net, Dropbox Business, Gmail, Google Calendar, Google Contacts, Google Drive, Google Forms, Google Workspace, Microsoft 365, Microsoft Outlook, OneDrive, Operations Hub, PayPal, QuickBooks Online Advanced, Slack, Stripe, WordPress, Xero, Yahoo Small Business

O Apptivo oferece as seguintes opções de suporte:

Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone, Assistência 24/7, Bate-papo

Categorias relacionadas

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