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

5 principais alternativas ao Apptivo

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 e outros 5, Reino Unido, Índia, Japão, México, Estados Unidos

Idiomas

inglês

Preços a partir de:

US$ 10,00/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

5 principais alternativas ao Apptivo

Imagens

Apptivo Software - 1
Apptivo Software - 2
Apptivo Software - 3
Apptivo Software - 4
Ver mais 5
Apptivo - Vídeo
Apptivo Software - 1 Apptivo Software - 2 Apptivo Software - 3 Apptivo Software - 4

Recursos

Total de recursos do Apptivo: 43

  • API
  • Acesso para Celular
  • Análise de tendências de vendas
  • Armazenamento de documentos
  • Automação de marketing
  • Campos personalizáveis
  • Captura de leads
  • Distribuição de leads
  • Geração de leads
  • Gerenciamento de contatos
  • Gerenciamento de e-mails
  • Gestão de atividades
  • Gestão de calendários
  • Gestão de leads
  • Gestão de oportunidades
  • Gestão de tarefas
  • 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
  • Permissões por função
  • Pesquisa e filtro
  • 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
  • Segmentação
  • Sincronização de calendários
  • Sistema de calendário ou lembretes

Alternativas

Zoho CRM

4,2
#1 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...

Salesforce Sales Cloud

4,4
#2 alternativa ao Apptivo
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Pipedrive

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

Insightly

3,9
#4 alternativa ao Apptivo
Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities...

Avaliações

Classificação geral

4,4 /5
(567)
Relação qualidade/preço
4,7/5
Recursos
4,3/5
Praticidade
4,2/5
Suporte ao cliente
4,7/5

Já tem o Apptivo?

Ajude os compradores de software! As avaliações de programas ajudam outras pessoas a tomarem melhores decisões.

Escreva uma avaliação!
Exibindo 5 avaliações de 567
Don L.
Classificação geral
  • Setor: Maquinário
  • Porte da empresa: 11-50 funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

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

Apptivo is THE Best CRM Software System Available!!

Avaliado em 18/06/2021

Outstanding! This is the fourth CRM implementation that I have administered in my career and it...

Outstanding! This is the fourth CRM implementation that I have administered in my career and it was by far the simplest and smoothest process with the greatest customization and functionality! After going through the selection process and reviewing all of the "top CRM Solutions" in great depth, I chose Apptivo and I am super glad that I did! Apptivo keeps the system simple to use, which is a must for sales reps, and provides the customization required. The other "top CRM Solutions" have forgotten what salespeople are REALLy looking for in their CRM tool and as a result, made their system more cumbersome for the user. Not Apptivo, they are deploying their system in the right way and there is no extra charge for excellent customer service! The Apptivo team closely manages my account and QUICKLY addresses any items that I want to change. This has been an excellent rollout!

Vantagens

Ease of use and customization is awesome! They have kept the system simple while implementing a number of dynamic and intuitive functions. The customer service is EXCELLENT! Most CRM companies just want to sell a boxed product and forget about the user. Apptivo takes the time to identify what the user truly is trying to accomplish and then customizing the software to precisely meet the users' requirements.

Desvantagens

NONE! There are no cons with Apptivo! The system is EXCELLENT!

Alternativas consideradas

SugarCRM, Zoho CRM, HubSpot CRM e Salesforce Sales Cloud

Razões para escolher o Apptivo

ACT! is a waste of money! DO NOT BUY ACT!

Software anterior

Act!

Razões para mudar para o Apptivo

Better customization, easier to use, licensing was the least expensive, cloud-based, 24/7 customer service support at no extra charge.
Gina M.
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: 51-200 funcionários
  • Usado Semanal durante Mais de um ano
  • Fonte da avaliação

Classificação geral

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

Exceeded Expectations

Avaliado em 16/08/2021

The onboarding team was wonderful and addressed every issue that came up. They were incredibly...

The onboarding team was wonderful and addressed every issue that came up. They were incredibly responsive and Apptivo delivered on all the features we wanted/needed. Apptivo is an absolutely critical part of our business at every level. From lead management, to sales and quoting, to implementation and onboarding of new customers. It is so much more than a CRM for us.

Vantagens

The onboarding team made sure all of our data was transferred over as we expected and they made everything so easy for us. It is really feature complete so we were able to eliminate multiple other systems and consolidate so it is easier for all staff involved.

Desvantagens

The Outlook integration has had some trouble with calendar appointments that we had to work through.

Alternativas consideradas

HubSpot CRM e Salesforce Sales Cloud

Razões para escolher o Apptivo

We were going to need to spend a lot to re-vamp some processes and it is all consultant based with Dynamics so we decided to look around at other options. Apptivo was by far the best fit for us. It is less costly and easier for us to maintain ourselves. Support and onboarding with Apptivo is top notch.

Software anterior

QuoteWerks e Freshdesk

Razões para mudar para o Apptivo

Apptivo is incredibly feature complete and they are more cost effective and support their own product so we can make changes ourselves and also reach out to their support team for help if we need it. It was the best fit for our business by far.
Sean C.
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: 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

Heath B.
Classificação geral
  • Setor: Alimentação e bebidas
  • Porte da empresa: 11-50 funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

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

Designed for us

Avaliado em 26/07/2021

We needed a CRM system that really could be bespoke to our unique needs as an organisation. Having...

We needed a CRM system that really could be bespoke to our unique needs as an organisation. Having outgrown our previous CRM when it wasn't able to be flexible enough to grow with us, we needed to ensure that not only could be track engagements, manage contacts, track event participation -- as well as set up considerable amount of event triggers for email notifications and much more. The Apptivo team really never said "No, we can't do that". It was always a case of let's go away, see what we can do, and they came back with a solution. Very impressed with the support we received from Apptivo.

Vantagens

Apptivio was already a full-featured product when we identified it as a suitable replacement for our existing CRM system, which we'd outgrown as an organisation. The ability to further customise it to our specific needs, through the support of their friendly, professional services team, guaranteed that it would tick all of our boxes. We're still finding new things to use Apptivo for, and it's great to have all of these features in one product which integrates with our Office suite.

Desvantagens

We heavily customised what the product is capable of, syncing it with our Xero accounting package as well as Office 365. This took considerable effort on the part of Apptivo's support teams -- not a complaint by any means though.

Alternativas consideradas

Insightly, Zoho CRM, HubSpot CRM, Zapier, Freshdesk e Zendesk

Razões para mudar para o Apptivo

The incredible amount of features and capabilities present within the Apptivo ecosystem as well as the ability to really make it our own.
Avaliador Verificado
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: 10.000+ 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

Before you purchase a CRM solution, You really have to check this out!!!

Avaliado em 02/04/2021

So far, everything's been great. It's been very easy to setup as I want. When I've had questions,...

So far, everything's been great. It's been very easy to setup as I want. When I've had questions, there's the chat box for support and they've been VERY helpful every time I've asked.

Vantagens

Apptivo is the first collaborative, simple, and cost-effective way to manage customers, pipeline, & calendar that I've found. Most others that offer similar functionality will cost you an arm and a leg. Or they'll be reasonable at first, then they'll get you for each of the "add-ons" that you need to make a whole solution for your organization.

Desvantagens

Some of the apps are not quite as intuitive as some others, but that's to be expected considering their business purpose.

Razões para escolher o Apptivo

Very intuitive overall. It's great how all the apps integrate and work with the others. It's very nice to have so much functionality in one place.

Razões para mudar para o Apptivo

Everything I need in one app at one monthly price. Not nickel & dime like the others for the same functionality.
Exibindo 5 avaliações de 567 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
  • Modelo de preços: Versão gratuita, Assinatura
  • Teste Grátis: Disponível

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

Veja todas as categorias de software encontradas para Apptivo.