Sobre 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.

Precios desde:

USD 10.00/mes

  • Prueba gratis
  • Versión gratuita
  • Suscripción

Beneficios clave de 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

Tamaño de la empresa

P M G

Disponible en los países siguientes

Australia, Brasil, Canadá, China, Alemania y otros 5, Reino Unido, India, Japón, México, Estados Unidos

Idiomas admitidos

inglés

Precios desde:

USD 10.00/mes

  • Prueba gratis
  • Versión gratuita
  • Suscripción

Imágenes

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
Automatic tracking of all history with a customer, including emails, notes, calls & meetings
Ver 5 más
Vídeo de Apptivo
Captura de pantalla de Apptivo: Visualize sales funnels with built-in dashboards Captura de pantalla de Apptivo: Set sales targets and measure performance in real time Captura de pantalla de Apptivo: Create automated workflows to create activities & send automatic emails Captura de pantalla de Apptivo: Automatic tracking of all history with a customer, including emails, notes, calls & meetings

Funciones

Funcionalidades totales de Apptivo: 44

  • API
  • Acceso móvil
  • Almacenamiento de documentos
  • Análisis de evolución de ventas
  • Automatización de marketing
  • Autorizaciones basadas en roles
  • Búsqueda/filtro
  • Campos personalizables
  • Captura de clientes potenciales
  • Creación de informes y estadísticas
  • Creación de informes/análisis
  • Cualificación de leads
  • Distribución de clientes potenciales
  • Generación de clientes potenciales
  • Gestión de actividades
  • Gestión de calendarios
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Gestión de correo electrónico
  • Gestión de flujos de trabajo
  • Gestión de oportunidades
  • Gestión de tareas
  • Gestión del pipeline
  • Gestión del pipeline de ventas
  • Gestión del territorio
  • Importación y exportación de datos
  • Informes de ventas
  • Informes del pipeline
  • Informes personalizables
  • Integraciones de terceros
  • Integración de chat interno
  • Marketing por correo electrónico
  • Modelos personalizables
  • Panel de actividades
  • Plantillas de correo electrónico
  • Presupuestos y estimaciones
  • Previsión
  • Recordatorios
  • Segmentación
  • Seguimiento de interacciones
  • Seguimiento de interacciones
  • Seguimiento de recomendaciones
  • Sincronización de calendario
  • Sistema de calendarios o recordatorios

Alternativas

Zoho CRM

4.2
#1 alternativa a Apptivo
Zoho CRM es un software de gestión de relaciones con los clientes basado en la nube que ayuda a empresas de todos los...

Salesforce Sales Cloud

4.4
#2 alternativa a Apptivo
¿Has visto las soluciones para pequeñas empresas de Salesforce? Sales Cloud es una plataforma de CRM personalizable que...

Pipedrive

4.5
#3 alternativa a Apptivo
Pipedrive es una herramienta de gestión de canales y CRM para equipos de ventas de tamaño pequeño y mediano que ayuda a...

Insightly

3.9
#4 alternativa a Apptivo
Haz crecer tu negocio más rápido que nunca creando relaciones más sólidas con los clientes y gestionando las...

Opiniones

Calificación general

4.4 /5
(546)
Relación calidad-precio
4.7/5
Funciones
4.3/5
Facilidad de uso
4.2/5
Asistencia al cliente
4.7/5

¿Ya tienes Apptivo?

¡Ayuda a los compradores de software! Las opiniones sobre los productos son útiles para que el resto de los usuarios podamos tomar las decisiones acertadas.

¡Escribe una reseña!
Mostrando 5 opiniones de 546
Marisela E.
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.

Chris R.
Calificación general
  • Sector: Administración educativa
  • 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

New CMS software

Revisado el 6/5/2021

Apptivo has enabled us to maintain and improve our diary management, transitioning away from a much...

Apptivo has enabled us to maintain and improve our diary management, transitioning away from a much more expensive older established CRM system, which now feels quite outdated and slow by comparison after just a few weeks of using Apptivo.

Puntos a favor

This product is easy to use, once you leave behind any legacy training from your old software! It also comes with an excellent APP which enables you to INSTANTLY access your diary anywhere you are. this is a big plus.
Once you understand the logic of the programme you realise there is a lot of functionality available to you. We will be picking up various new apps as we need them. this aspect is also helpful as you are not paying for anything you do not need.... until you need it!

Puntos en contra

Not a fault of the software, but our biggest challenge is simply unlearning how the old software worked, along with the absence of a right click function - which is the same for any browser based software.

Sean C.
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 1.0 /10

Decided to switch to something else

Revisado el 2/4/2019

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.

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

Mark P.
Calificación general
  • Sector: Seguros
  • 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

Great CRM software with excellent service

Revisado el 17/2/2021

As a group insurance provider, Apptivo has met our objectives and continues to service our account...

As a group insurance provider, Apptivo has met our objectives and continues to service our account well. Our overall experience with Apptivo has been excellent.

Puntos a favor

Our implementation team was great. They spent a lot of time tailoring Apptivo exactly to our business. We did not have to make our business fit their software, they fit Apptivo to our business. The Apptivo team is still available to help, so service is excellent. It is so customizable and easy for our own team make changes to fields, views and screens. Very intuitive. Anything I need help with the Apptivo team is available.

Puntos en contra

I haven't found anything I don't like yet, because each customization I need, they are able to accommodate.

Marisa N.
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.

Mostrando 5 opiniones de 546 Todas las opiniones

Preguntas frecuentes sobre Apptivo

He aquí algunas preguntas frecuentes sobre Apptivo.

Apptivo ofrece los siguientes planes de precios:

  • A partir de: USD 10.00/mes
  • Modelo de precios: Gratis, Suscripción
  • Prueba gratis: Disponible

No tenemos información sobre las características de Apptivo

Los clientes habituales de Apptivo son:

Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Apptivo admite los siguientes idiomas:

inglés

Apptivo admite los siguientes dispositivos:

Android (móvil), iPhone (móvil), iPad (móvil)

Apptivo se integra con las siguientes aplicaciones:

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

Apptivo ofrece las siguientes opciones de asistencia:

E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Asistencia telefónica, 24/7 (asistencia directa), Chat

Categorías relacionadas

Ver todas las categorías de software encontradas para Apptivo.