Apptivo

4.4 (712)
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CRM para administrar cuentas de clientes.

Calificación general

4.4 /5
(712)
Relación calidad-precio
4.7/5
Funciones
4.3/5
Facilidad de uso
4.2/5
Asistencia al cliente
4.7/5

91%
Un ha recomendado esta aplicación
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Reseñas de 712

Manuel
Manuel
Calificación general
  • Sector: Hospital y atención sanitaria
  • Tamaño de la empresa: 501-1,000 empleados
  • Software usado Semanalmente durante Prueba gratis
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Buena opción

Revisado el 28/12/2022

Buena de gran ayuda en la gestión de correos electrónicos

Buena de gran ayuda en la gestión de correos electrónicos

Puntos a favor

Su gestion de contactos importacion y exportación de datos es buena

Puntos en contra

Nada que objetar de el funciona bastante bien

Sunil
Sunil
Calificación general
  • Sector: Bienes de consumo
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado Semanalmente durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

Decent Suite of Productivity Apps

Revisado el 31/3/2020

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.

Puntos a favor

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.

Puntos en contra

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

Robert
Calificación general
  • Sector: Servicios de información
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

ERC apptivo review

Revisado el 4/5/2023

Generally positive, minimal issues/downtown

Generally positive, minimal issues/downtown

Puntos a favor

Ease of deployment, export/import of data, record association

Puntos en contra

Reporting capabilities - existing reports are tied to fields we do not use. Custom reporting capabilities are limited.

Saijal
Calificación general
  • Sector: Servicios financieros
  • Tamaño de la empresa: 2-10 empleados
  • Software usado Semanalmente durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 1.0 /10

Don't Use Apptivo if you don't want to be scammed

Revisado el 10/1/2023

Technical support was terrible. I don't appreciate being scammed.

Technical support was terrible. I don't appreciate being scammed.

Puntos a favor

I liked most of the features although basic

Puntos en contra

I was charged and then harassed for more money and when I didn't pay they locked me out of my account. I've asked repeatedly to be refunded for the several months I couldn't use the program but I've received no response. Please find another CRM if you don't want to be scammed.

Caroline
Calificación general
  • Sector: Construcción
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Thank you [sensitive content hidden for always resolving my issues! Keep up the good work!...

Revisado el 16/5/2023

Puntos a favor

Thank you [sensitive content hidden] for always resolving my issues! Keep up the good work! KUDOS to you!

anda
Calificación general
  • Sector: Automatización industrial
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

customer help

Revisado el 30/6/2023

Im in the process to solve and set the marketing tools

Im in the process to solve and set the marketing tools

Puntos a favor

marketing tools, customer help the way the people helped me

Puntos en contra

configuring all the process i had too many options

Paula
Calificación general
  • Sector: Consultoría de gestión
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Really helpful chat & Support function

Revisado el 13/6/2023

Puntos a favor

Really helpful and fast responsive chat and support. Always seem to resolve any issues. So glad to have the feature

Puntos en contra

Doesn't connect with LinkedInThe sales funnel is convoluted

Daniel
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 1,001-5,000 empleados
  • Software usado Semanalmente durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

Apptivo for Sales

Revisado el 7/7/2023

Generally okay. but still getting to know how to use it.

Generally okay. but still getting to know how to use it.

Puntos a favor

It is an easy to use product and has the flexibility to customise

Puntos en contra

I have found that the import function is not intuitive

Evelyn
Calificación general
  • Sector: Ocio, viajes y turismo
  • Tamaño de la empresa: 2-10 empleados
  • Software usado Mensualmente durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Excellent Customer Service

Revisado el 12/9/2023

Viable tool to communicate our message to our audience with great costumer service

Viable tool to communicate our message to our audience with great costumer service

Puntos a favor

Great value for money solution with excellent customer service

Puntos en contra

Would be great to have more integrations with software like Clickfunnels.

Michele
Calificación general
  • Sector: Hospital y atención sanitaria
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

Apptivo CRM

Revisado el 8/3/2023

We have had an overall positive experience with Apptivo. We have been able to capture information...

We have had an overall positive experience with Apptivo. We have been able to capture information we were not able to have in our last CRM, and also streamline workflows with dashboards and automated reporting.

Puntos a favor

Ease of use and customer service. It is very convenient to be in Apptivo and be able to pull up a chat with support real-time, with the ability to attach screenshots, and even have the support representative start a screen share to further investigate issues. If the representative is not able to answer my question, they create a ticket on my behalf for the team to follow up on.

Puntos en contra

The inability to report on fields that live in different apps. This was a key feature we had noted when looking at CRMs and the expectation was that this functionality was 6 - 12 months away in Apptivo, however 3+years later it still does not exist.

Daniel
Calificación general
  • Sector: Comercio minorista
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Exceptional App Experience: A Review of Apptivo

Revisado el 16/8/2023

Puntos a favor

It streamlines and simplifies the business operations process.

Puntos en contra

I adore the features and haven't come across anything I dislike so far.

Marisa
Calificación general
  • Sector: Gestión de organizaciones sin ánimo de lucro
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

SDFRA Review of Apptivo

Revisado el 16/2/2021

The overall experience has been great! By building this project with the Apptivo team, we were able...

The overall experience has been great! By building this project with the Apptivo team, we were able to update our claims system and member database system, which was 12 years old. We can now run reports, track membership dues, grants provided to the members, communicate, document, run checks, etc. This system is very robust, and that is what we asked of the Apptivo team.

We are still working on the project and just launched our "go-live" in-house and are very happy with it so far.

Puntos a favor

The most impactful feature of the Apptivo app is the administration and membership portal access. We have approximately 1,300 that will be utilizing this application. The membership side product is very straightforward; thank you to the Apptivo team for allowing our team to provide our feedback and fix any issues quickly for us to test. The integration of the new system was very smooth and almost seamless during the transition.

Puntos en contra

Our system was custom built to meet our needs. We would like to see specific items more automatic, and the Apptivo team is still working on making these features in for us.

Alternativas consideradas

Salesforce Sales Cloud

Razones para elegir Apptivo

The old system that we had been using is out-of-date and around 12-years-old. There were many glitches, and it did not allow for updates to be made. We were unable to track membership dues, and many members had fallen off without our knowledge. Our reports were minimal and not what we currently need.

Razones para cambiar a Apptivo

We chose Apptivo because their customer service stood out to our organization. From the start, the Apptivo team has been great at communicating with our team and meeting our expectations for this project build.
Heath
Calificación general
  • Sector: Alimentación y bebidas
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Designed for us

Revisado el 26/7/2021

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.

Puntos a favor

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.

Puntos en contra

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

Zoho CRM, Insightly, Zapier, Freshdesk, HubSpot CRM y Zendesk Suite

Razones para cambiar a Apptivo

The incredible amount of features and capabilities present within the Apptivo ecosystem as well as the ability to really make it our own.
Lloyd
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Apptivo for Sales Forecasting

Revisado el 10/11/2020

We are software start up and needed a CRM to manage Leads, Contacts, Opportunities and track...

We are software start up and needed a CRM to manage Leads, Contacts, Opportunities and track project implementation. Apptivo does all this. And if it does not do exactly what you want OOTB, Kamala and her team will customise it for you. The implementation support and customisation folks were easy to work with and understood our requirements. I was very impressed at the level of engagement and enthusiasm to get Apptivo customised to how we needed it to be.

Puntos a favor

Apptivo is very easy to use, and integrates seamlessly to other apps. The ability to customise to suit our specific needs was a big plus in our purchasing decision. I have used a few of the other CRM solutions, and find Apptivo one of the best CRMs for sales forecasting and pipeline management.

Puntos en contra

Would be good to Click on the name and the Opportunity or Contact would open up. But to view an Opportunity or Contact, you have to move the mouse to the right hand side and click on the 3 Dots (Actions). I find this a little annoying.

Razones para cambiar a Apptivo

Very well demonstrated to us, understood our needs, easy to deal with and well priced
Lucious
Calificación general
  • Sector: Administración educativa
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Here's What You Need to Know

Revisado el 13/1/2020

Fulfilling

Fulfilling

Puntos a favor

Do not be decieved by Apptivo's simple interface. It is POWERFUL. Imagine having Sales Force, Mailchimp, Quickbooks all combined into one application that works on all types of devices.

That is what apptivo is. I like the fact that there is an app for everything within the Apptivo app itself, and all those apps are free!

I like that when i'm customsing and i spot an issue, i click the help button and [SENSITIVE CONTENT HIDDEN] or another support team come online in literally 12 seconds and tell me how to solve the problem.

I like the fact that i'm paying just 20 dollars for this instead of 120 dollars per user for sales force.

I like the fact that i can customise invoices, set up email templates, set up triggers so whenever i create a type of customer a special type of email is sent from a special address.

If i keep going on, i won't stop

Puntos en contra

I really can't think of anything. Maybe i do not really like when i cant find a feature, but when i report it, 10 days later i get an email that feature was added. So they solved that problem

Alternativas consideradas

Zoho CRM

Razones para elegir Apptivo

Tooe xpensive

Razones para cambiar a Apptivo

personal onboarding. pricing and customer support
Amber
Calificación general
  • Sector: Propiedad inmobiliaria
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

Apptivo Database

Revisado el 4/5/2023

All good, helpful support team

All good, helpful support team

Puntos a favor

We like to see clearly how our clients are positioned and have access to searches

Puntos en contra

Not having an Apptivo manual to work from

Mitch
Calificación general
  • Sector: Construcción
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Inclusive Business suite

Revisado el 28/2/2023

Overall, Apptivo is still a fantastic system and the customer service has been amazing. To...

Overall, Apptivo is still a fantastic system and the customer service has been amazing. To integrate all of our working systems in to one and tailor to our business needs is still a fabulous achievement.

Puntos a favor

Apptivo is a fantastic system which incorporates many areas of our business in to one system. Previously we were paying for various online packages such as a CRM System, Invoicing package, HR system etc, but now we have one system to all.

Puntos en contra

As the Apptivo packages are separate apps, it took a while to create the flow that suits our business and moving information between the apps is not seamless and to date is still not 100%. Given this was a tailored package, i did expect seamless integration between all the apps.

Jose
Calificación general
  • Sector: Diseño
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Great sofware

Revisado el 27/2/2023

Very good, if I cant figured it out tech support will help

Very good, if I cant figured it out tech support will help

Puntos a favor

Teck support and how it customs to your bussiness

Puntos en contra

to many variants to set up a trigger, should make it easy, using drag a drop .... the if and that can get confusing ...

Stephanie
Calificación general
  • Sector: Electrónica de consumo
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Great Customer Service

Revisado el 15/3/2023

Puntos a favor

very customisable, easy to use for a beginner

Puntos en contra

I dont think there is anything i didn't like

Robert
Calificación general
  • Sector: Entretenimiento
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Making a small business look large and professional

Revisado el 23/3/2019

Very Happy with the product. It works well, year in and year out, and this year, I intend to learn...

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.

Puntos a favor

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.

Puntos en contra

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.

Respuesta de 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!

Vernessa
Vernessa
Calificación general
  • Software usado Semanalmente durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Apptivo is All-Inclusive, Modern ERP Cloud App Done Right (Just Add Speed and GUI Refresh)

Revisado el 20/6/2018

I was using Teamwork (formerly Teamwork PM) for project management, a local install of vTiger CRM...

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).

Puntos a favor

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.)

Puntos en contra

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).

Respuesta de 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

Marisela
Marisela
Calificación general
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Customer Support is very Responsive

Revisado el 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!

Puntos a favor

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.

Puntos en contra

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.

Andy
Calificación general
  • Sector: Formación profesional y coaching
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Three years of success with Apptivo

Revisado el 14/12/2022

Improved the professionalism of my email campaigns while saving me time. Prior to the pandemic, I...

Improved the professionalism of my email campaigns while saving me time. Prior to the pandemic, I saw a marked improvement in the response of my clients to my emails.

Puntos a favor

Questions are quickly answered by 24/7 customer service. Screen sharing by their help team is effectively used to help resolve the issues. Easy to access and update contacts and share emails. Phone app is seamlessly connected to the web based database. Video library is impressive for teaching the software.

Puntos en contra

At this time, I am good with everything. Any improvements I would comment on are probably solved by taking the time for me to watch the training videos on how to correctly use aspects of the program!

Chris
Calificación general
  • Sector: Traducción y localización
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Great CRM that Scales for your Company's Needs

Revisado el 12/4/2022

Apptivo has helped us better manage our business processes and sales pipeline. It's very easy to...

Apptivo has helped us better manage our business processes and sales pipeline. It's very easy to use with a very easy learning curve.

Puntos a favor

Ease of use, easily customizable with an app design that provides every team member with exactly the access and tools their particular role requires. Also, customer service is excellent.

Puntos en contra

Occasional hiccups in some of the marketing tools but customer service is excellent so it's never been even an inconvenience.

Edwin
Calificación general
  • Tamaño de la empresa: 2-10 empleados
  • Fuente de la reseña

Calificación general

Why I am choosing Apptivo

Revisado el 22/2/2015

So, I have been test driving CRM's for the last 2 years.

I have scanned and reviewed about 100 of...

So, I have been test driving CRM's for the last 2 years.

I have scanned and reviewed about 100 of the CRM's out there, and during the selection process only a few stood up to my requirements, being:

-A solid sales pipeline (From lead to opportunity to sales to after-sales)
-A great contact management system
-The possibility to generate quotes that can be converted to work orders, to invoices etc
-An integrated templated Project management system with pre-set task generation
-Email (gmail) integration
-Google apps for business integration
-The possibility to add more functionality in the form of integrated apps when the need arises.

At the end, and when all the nitty-gritty was tested, only 3 applications remained who were comparable, qua price and functionality.
But where Apptivo stands out with head and shoulders above nearly ALL the CRM's I tested, is the quality and the availability of their support!
As far as I know, ONLY Apptivo, has a free 24/7/365 online support chat from within the CRM, and I consider this as a huge plus point.

I run a small B2B business supplying promotional products mostly in Southern Africa but rapidly growing and expanding our market.
We are currently with six people, but I am confident that at our current growth rate, we will pass the 10 employee mark by the end of 2015.
I have a deep passion for what I do and when it comes to the integration of a tool that in time becomes a keystone in my business, I need suppliers that share my passion.
And this is exactly what the people of Apptivo do: Tested and proven, even today on a Sunday afternoon.

Keep up the good work guys, I hope we will go a long way together!

Edwin Spiessens
Corp. Gifts and Gadgets cc
South Africa

www.gifts-n-gadgets.co.za

Feel free to drop me any question at any time if you think I can help you by selecting a CRM: [email protected]

Puntos a favor

-A solid sales pipeline (From lead to opportunity to sales to after-sales)
-A great contact management system
-The possibility to generate quotes that can be converted to work orders, to invoices etc
-An integrated templated Project management system with pre-set task generation
-Email (gmail) integration
-Google apps for business integration
-The possibility to add more functionality in the form of integrated apps when the need arises.

As far as I know, ONLY Apptivo, has a free 24/7/365 online support chat from within the CRM, and I consider this as a huge plus point.

Puntos en contra

If I have to say anything then it will be that the look of the user interface is a bit dull, but i will take this a hundred times to bells and whistles, and a quarter of the functionality and support!