Información general sobre Apptivo
¿Qué es Apptivo?
Apptivo es una potente herramienta de marketing y ventas con distintas funciones como gestión de clientes potenciales, canal de oportunidades con paneles intuitivos, gestión de campañas y herramientas de flujo de trabajo flexibles, incluida la automatización de marketing. Todo ello es completamente accesible desde tu dispositivo Android o iOS y está integrado en Office 365 y G Suite.
El CRM de Apptivo se basa en un sencillo sistema de gestión de contactos con ingeniosas integraciones, como el seguimiento automatizado de conversaciones por correo electrónico o el registro automatizado de llamadas. La solución ofrece un conjunto completo de herramientas de ventas para la gestión de clientes potenciales, seguimiento de actividades, visualización de procesos y flujo de trabajo automatizado, así como un sistema de presupuestos integrado que genera estimaciones del proceso y envía correos electrónicos con archivos PDF de tu marca profesional a los clientes.
Las aplicaciones de Apptivo también incluyen marketing por correo electrónico integrado para lanzar campañas dirigidas a las listas de contactos. Puedes realizar un seguimiento exacto de quién lee y hace clic en los mensajes. Implementa la automatización de marketing para planificar secuencias detalladas cuando el equipo deba contactar con los clientes potenciales y estos deban recibir mensajes automatizados personalizados.
Apptivo ofrece mucho más que un CRM. La plataforma incluye aplicaciones que ayudan en todas las áreas del negocio, como help desk, facturación, gestión de proyectos, adquisiciones y más. Todas las aplicaciones están diseñadas para girar alrededor del CRM, proporcionando una vista completa de 360° de cada cliente.
Apptivo permite a los usuarios definir los territorios, mercados y segmentos de mercado de la empresa; cada una de estas propiedades se puede usar para buscar y ordenar las cuentas de clientes. Las empresas no solo pueden definir quién compra su producto y dónde, sino también definir el sector al que pertenece la cuenta, todo en un solo lugar.
Información general sobre Apptivo
Precio
Opciones de precios
Funciones de Apptivo
Medios
Opiniones de Apptivo
Opiniones de Apptivo
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!
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.
customer service gets you up to speed quickly
This has replace the ACT program I used to have and it is doing well.
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.
Learning and loving
The more I learn, the more I love it!
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Customer Support is very Responsive
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.
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.
Puntos a favor
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.
Puntos en contra
Apptivo doesn't yet integrate with Zoom.
customer service gets you up to speed quickly
This has replace the ACT program I used to have and it is doing well.
Puntos a favor
I like the ease of getting answers from customer service if stumped. I am 72 and while the app is pretty easy to navigate I sometimes need help and the team always comes thru quickly.
Puntos en contra
nothing it is doing all that I need done and more.
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.
Puntos a favor
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.
Puntos en contra
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.
Respuesta de 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
Learning and loving
The more I learn, the more I love it!
Puntos a favor
I love the automation and how easy it is to communicate with our customers and internal team.
Puntos en contra
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.
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Precios de Apptivo
Precios de Apptivo
Compara las alternativas según la relación calidad-precio
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Funciones de Apptivo
Funciones de Apptivo
Compara con las alternativas según la valoración de características
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Categorías
Categorías
Preguntas frecuentes sobre Apptivo
Preguntas frecuentes sobre Apptivo
He aquí algunas preguntas frecuentes sobre Apptivo.
P. ¿Qué tipo de planes de precios ofrece Apptivo?
Apptivo ofrece los siguientes planes de precios:
A partir de: USD 10.00/mes
Modelo de precios: Gratis, Suscripción
Prueba gratis: Disponible
P. ¿Cuáles son las características principales de Apptivo?
No tenemos información sobre las características de Apptivo
P. ¿Quiénes son los usuarios habituales de Apptivo?
Los clientes habituales de Apptivo son:
Empresas pequeñas, Empresas Grandes, Sin ánimo de lucro, Trabajadores autónomos, Empresas medianas
P. ¿Qué idiomas admite Apptivo?
Apptivo admite los siguientes idiomas:
Inglés
P. ¿Apptivo es compatible con dispositivos móviles?
Apptivo admite los siguientes dispositivos:
Android, iPhone, iPad
P. ¿Con qué otras aplicaciones se integra Apptivo?
Apptivo se integra con las siguientes aplicaciones:
ActiveDEMAND, Business Card Reader, Constant Contact, HubSpot CRM, HubSpot Marketing Hub, PieSync, Robly, Wordpress, Wordpress, Xero
P. ¿Qué tipo de asistencia ofrece Apptivo?
Apptivo ofrece las siguientes opciones de asistencia:
Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo, Preguntas frecuentes
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!