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.

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

Apparaten

Bedrijfsgrootte

K M G

Markten

Australië, Brazilië, Canada, China, Duitsland en nog 5 andere, Verenigd Koninkrijk, India, Japan, Mexico, Verenigde Staten

Ondersteunde talen

Engels

Afbeeldingen

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Functies

Totaal aantal functies van Apptivo: 44

  • API
  • Aanpasbare rapporten
  • Aanpasbare sjablonen
  • Aanpasbare velden
  • Activiteitenbeheer
  • Activiteitendashboard
  • Analyse van verkooptrends
  • Beheer van verkooppipeline
  • Contactenbeheer
  • Documenten opslaan
  • E-mailbeheer
  • E-mailmarketing
  • E-mailsjablonen
  • Gegevens importeren en exporteren
  • Herinneringen
  • Integraties van derden
  • Interactie bijhouden
  • Interactie bijhouden
  • Interne chatintegratie
  • Kalender-/herinneringssysteem
  • Kalenderbeheer
  • Kalendersynchronisatie
  • Kansenbehee
  • Leaddistributie
  • Leadkwalificatie
  • Leads beheren
  • Leads genereren
  • Leads vastleggen
  • Marketingautomatisering
  • Mobiele toegang
  • Offertes
  • Op rollen gebaseerde toestemmingen
  • Pipelinebeheer
  • Pipelinerapporten
  • Prognose
  • Rapportage en analyse
  • Rapportage en statistieken
  • Referenties bijhouden
  • Segmentering
  • Taakbeheer
  • Territoriumbeheer
  • Verkooprapporten
  • Workflowbeheer
  • Zoeken/filteren

Alternatieven

Zoho CRM

4,2
#1 alternatief voor Apptivo
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Salesforce Sales Cloud

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

Pipedrive

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

Insightly

3,9
#4 alternatief voor Apptivo
Laat je bedrijf sneller groeien dan ooit tevoren door sterkere klantrelaties op te bouwen, verkoopkansen te beheren en...

Reviews

Totaalscore

4,4 /5
(552)
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 552 worden weergegeven
Marisela E.
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.

Chris R.
Totaalscore
  • Sector: Schoolleiding
  • Bedrijfsgrootte: 2-10 werknemers
  • Dagelijks 1-5 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

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

New CMS software

Beoordeeld op 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.

Pluspunten

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!

Minpunten

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.
Totaalscore
  • Sector: Informatietechnologie en -diensten
  • Bedrijfsgrootte: Zelfstandig ondernemer
  • Dagelijks 2+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 1.0 /10

Decided to switch to something else

Beoordeeld op 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.

Pluspunten

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.

Minpunten

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.

Antwoord van 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.
Totaalscore
  • Sector: Verzekeringen
  • 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

Great CRM software with excellent service

Beoordeeld op 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.

Pluspunten

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.

Minpunten

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

Marisa N.
Totaalscore
  • Sector: Management non-profit organisaties
  • Bedrijfsgrootte: 11-50 werknemers
  • Dagelijks 1-5 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

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

SDFRA Review of Apptivo

Beoordeeld op 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.

Pluspunten

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.

Minpunten

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.

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Apptivo - Veelgestelde vragen

Hieronder zie je enkele veelgestelde vragen over Apptivo.

Apptivo kent de volgende prijsmodellen:

  • Vanaf: US$ 10,00/maand
  • Prijsmodel: Per functie
  • Gratis proef: Beschikbaar

Apptivo heeft de volgende typische klanten:

Zelfstandig ondernemer, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

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 Workspace, Microsoft 365, Microsoft Outlook, OneDrive, Operations Hub, PayPal, QuickBooks Online Advanced, 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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