Over 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.

Prijzen vanaf:

US$ 8,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Voornaamste voordelen van 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

Bedrijfsgrootte

K M G

Implementatie

  • Cloudgebaseerd
  • On-premise

Markten

Australië, Brazilië, Canada, China, Duitsland, Verenigd Koninkrijk, India, Japan, Mexico, Verenigde Staten

Ondersteunde talen

Engels

Prijzen vanaf:

US$ 8,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Afbeeldingen

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Functies

Totaal aantal functies van Apptivo: 66

  • API
  • Aanpasbare rapporten
  • Aanpasbare sjablonen
  • Aanpasbare velden
  • Activiteiten volgen
  • Activiteitenbeheer
  • Activiteitendashboard
  • Analyse van verkooptrends
  • Beheer van supporttickets
  • Beheer van verkooppipeline
  • CRM
  • Campagnebeheer
  • Communicatie via meerdere kanalen
  • Communicatiebeheer
  • Contactenbeheer
  • Contactendatabase
  • Dealbeheer
  • Documenten opslaan
  • E-mailbeheer
  • E-mailmarketing
  • E-mailsjablonen
  • Geautomatiseerde routing
  • Gegevens importeren en exporteren
  • Herinneringen
  • Integraties van derden
  • Interactie bijhouden
  • Interne chatintegratie
  • Kalender-/herinneringssysteem
  • Kalenderbeheer
  • Kalendersynchronisatie
  • Kansenbehee
  • Kennisbankbeheer
  • Kennisbeheer
  • Klantenbeheer
  • Klantendatabase
  • Klantgeschiedenis
  • Leaddistributie
  • Leadkwalificatie
  • Leads beheren
  • Leads genereren
  • Leads vastleggen
  • Leadsegmentering
  • Marketingautomatisering
  • Mobiele toegang
  • Offertes
  • Op rollen gebaseerde toestemmingen
  • Pipelinebeheer
  • Pipelinerapporten
  • Prognose
  • Rapportage en analyse
  • Rapportage en statistieken
  • Referenties bijhouden
  • Segmentering
  • Slepen en neerzetten
  • Taakbeheer
  • Territoriumbeheer
  • Ticketbeheer
  • Verkoopprognose
  • Verkooprapporten
  • Voor de verzekeringsbranche
  • Voor iPad-apparaten
  • Voor start-ups
  • Waarschuwingen/Meldingen
  • Workflowbeheer
  • Zelfserviceportal
  • Zoeken/filteren

Alternatieven

Salesforce Sales Cloud

4,4
#1 alternatief voor Apptivo
Heb je de oplossingen voor kleine bedrijven van Salesforce al gezien? Sales Cloud is een aanpasbaar CRM-platform dat...

Zoho CRM

4,3
#2 alternatief voor Apptivo
Zoho CRM is cloudgebaseerde software voor klantrelatiebeheer die bedrijven van elke omvang helpt deals slimmer, beter...

HubSpot CRM

4,5
#3 alternatief voor Apptivo
Bespaar waardevolle verkooptijd met HubSpot CRM, dat zorgt voor alle kleine details van het opnemen van telefoongesprekk...

Pipedrive

4,5
#4 alternatief voor Apptivo
Pipedrive is een tool voor CRM en pijplijnbeheer voor kleine en middelgrote verkoopteams waarmee gebruikers zich kunnen...

Reviews

Totaalscore

4,4 /5
(645)
Prijs-kwaliteitverhouding
4,7/5
Functies
4,3/5
Gebruiksgemak
4,2/5
Klantenondersteuning
4,7/5

Heb je Apptivo al?

Softwarekopers hebben je hulp nodig! Productreviews helpen anderen om goede beslissingen te nemen.

Schrijf een review!
5 van 645 reviews worden weergegeven
Marisela
Totaalscore
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Customer Support is very Responsive

Beoordeeld op 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!

Pluspunten

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.

Minpunten

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
Totaalscore
  • Sector: Consumentengoederen
  • Bedrijfsgrootte: Zelfstandig ondernemer
  • Wekelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 7.0 /10

Decent Suite of Productivity Apps

Beoordeeld op 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.

Pluspunten

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.

Minpunten

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

Peter
Totaalscore
  • Sector: Marketing en reclame
  • Bedrijfsgrootte: 11-50 werknemers
  • Dagelijks 6-12 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Apptivo Support Review

Beoordeeld op 8-7-2022

Great experience in overall;

Great experience in overall;

Pluspunten

Highly customizable
Has a variety of applications to utilize
It's value for money
Incorporates a lot of events and triggers

Minpunten

It's a bit complicated for first time users- The settings option is broad.

Overwogen alternatieven

Zoho CRM, Freshsales en HubSpot CRM

Redenen om over te stappen op Apptivo

Inclusivity - Variety of items and applications in one place!
Liam
Totaalscore
  • Sector: Automotive
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 1-5 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 0.0 /10

Disabled care and mobility

Beoordeeld op 27-7-2022

Not great

Not great

Pluspunten

Pos side is easy

Minpunten

The work orders and how everything is long winded and just backwards.

Rachael
Totaalscore
  • Sector: Ziekenhuis- en gezondheidszorgbranche
  • Bedrijfsgrootte: 11-50 werknemers
  • Dagelijks 6-12 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 10.0 /10

Intuitive Software with Good Customer Service

Beoordeeld op 18-5-2022

Apptivo allows us to utilize and provide reporting (snapshots of our progress) easily within one...

Apptivo allows us to utilize and provide reporting (snapshots of our progress) easily within one application.

Pluspunten

Our implementation specialist who helped us set everything up was great. Really like the in-depth customization options as well.

Minpunten

Would love to see a mapping tool to use when scheduling appointments for customers close to one another.

5 van 645 worden weergegeven Lees alle reviews

Apptivo - Veelgestelde vragen

Hieronder zie je enkele veelgestelde vragen over Apptivo.

Apptivo kent de volgende prijsmodellen:

  • Vanaf: US$ 8,00/maand
  • Prijsmodel: Gratis versie, Abonnement
  • Gratis proef: Beschikbaar

Starts at just $8 per user/ Billed annually. - comes with 18 Apps, 100 Custom Fields Per App 25 Workflows 8 Custom Dashboards 3rd Party Service Integration 24x7 Support

Apptivo heeft de volgende typische klanten:

2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000

Apptivo ondersteunt de volgende talen:

Engels

Apptivo ondersteunt de volgende apparaten:

Android (mobiel), iPhone (mobiel), iPad (mobiel)

Apptivo kan worden geïntegreerd met de volgende toepassingen:

Asterisk, Authorize.Net, Dropbox Business, Gmail, Google Calendar, Google Contacts, Google Drive, Google Forms, Google Maps, Google Workspace, Microsoft 365, Microsoft Outlook, Nexmo Voice API, OneDrive, Operations Hub, PayPal, QuickBooks Online Advanced, RingCentral Engage Voice, Sign.co, Slack, Stripe, WordPress, Xero, Yahoo Small Business

Apptivo biedt de volgende ondersteuningsopties:

E-mail/helpdesk, Veelgestelde vragen/forum, Kennisbank, Telefonische ondersteuning, 24/7 (contact met medewerker), Chatten

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