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$ 10,00/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

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

Prijzen vanaf:

US$ 10,00/maand

  • Gratis versie
  • Gratis proef
  • Abonnement

Afbeeldingen

Apptivo Software - 1
Apptivo Software - 2
Apptivo Software - 3
Apptivo Software - 4
Nog 5 andere bekijken
Apptivo-video
Apptivo Software - 1 Apptivo Software - 2 Apptivo Software - 3 Apptivo Software - 4

Functies

Totaal aantal functies van Apptivo: 43

  • 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
  • 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
Zoho CRM is cloudgebaseerde software voor klantrelatiebeheer die bedrijven van elke omvang helpt deals slimmer, beter...

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
(567)
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 567 worden weergegeven
Don L.
Totaalscore
  • Sector: Machinebouw
  • 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 is THE Best CRM Software System Available!!

Beoordeeld op 18/6/2021

Outstanding! This is the fourth CRM implementation that I have administered in my career and it...

Outstanding! This is the fourth CRM implementation that I have administered in my career and it was by far the simplest and smoothest process with the greatest customization and functionality! After going through the selection process and reviewing all of the "top CRM Solutions" in great depth, I chose Apptivo and I am super glad that I did! Apptivo keeps the system simple to use, which is a must for sales reps, and provides the customization required. The other "top CRM Solutions" have forgotten what salespeople are REALLy looking for in their CRM tool and as a result, made their system more cumbersome for the user. Not Apptivo, they are deploying their system in the right way and there is no extra charge for excellent customer service! The Apptivo team closely manages my account and QUICKLY addresses any items that I want to change. This has been an excellent rollout!

Pluspunten

Ease of use and customization is awesome! They have kept the system simple while implementing a number of dynamic and intuitive functions. The customer service is EXCELLENT! Most CRM companies just want to sell a boxed product and forget about the user. Apptivo takes the time to identify what the user truly is trying to accomplish and then customizing the software to precisely meet the users' requirements.

Minpunten

NONE! There are no cons with Apptivo! The system is EXCELLENT!

Overwogen alternatieven

SugarCRM, Zoho CRM, HubSpot CRM en Salesforce Sales Cloud

Redenen om voor Apptivo te kiezen

ACT! is a waste of money! DO NOT BUY ACT!

Overgestapt van

Act!

Redenen om over te stappen op Apptivo

Better customization, easier to use, licensing was the least expensive, cloud-based, 24/7 customer service support at no extra charge.
Gina M.
Totaalscore
  • Sector: Informatietechnologie en -diensten
  • Bedrijfsgrootte: 51-200 werknemers
  • Wekelijks 1+ jaar lang gebruikt
  • Bron van de reviewer

Totaalscore

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

Exceeded Expectations

Beoordeeld op 16/8/2021

The onboarding team was wonderful and addressed every issue that came up. They were incredibly...

The onboarding team was wonderful and addressed every issue that came up. They were incredibly responsive and Apptivo delivered on all the features we wanted/needed. Apptivo is an absolutely critical part of our business at every level. From lead management, to sales and quoting, to implementation and onboarding of new customers. It is so much more than a CRM for us.

Pluspunten

The onboarding team made sure all of our data was transferred over as we expected and they made everything so easy for us. It is really feature complete so we were able to eliminate multiple other systems and consolidate so it is easier for all staff involved.

Minpunten

The Outlook integration has had some trouble with calendar appointments that we had to work through.

Overwogen alternatieven

HubSpot CRM en Salesforce Sales Cloud

Redenen om voor Apptivo te kiezen

We were going to need to spend a lot to re-vamp some processes and it is all consultant based with Dynamics so we decided to look around at other options. Apptivo was by far the best fit for us. It is less costly and easier for us to maintain ourselves. Support and onboarding with Apptivo is top notch.

Overgestapt van

QuoteWerks en Freshdesk

Redenen om over te stappen op Apptivo

Apptivo is incredibly feature complete and they are more cost effective and support their own product so we can make changes ourselves and also reach out to their support team for help if we need it. It was the best fit for our business by far.
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

Michael A.
Totaalscore
  • Sector: Beveiliging en opsporing
  • Bedrijfsgrootte: 11-50 werknemers
  • Dagelijks 1-5 maanden lang gebruikt
  • Bron van de reviewer

Totaalscore

  • Prijs-kwaliteitverhouding
  • Gebruiksgemak
  • Klantenondersteuning
  • Waarschijnlijkheid van aanbeveling 9.0 /10

General

Beoordeeld op 28/6/2019

Slow. Very pleased with how things work, but it took a little while to get used to the interface. ...

Slow. Very pleased with how things work, but it took a little while to get used to the interface. Now that we have been using it for 3 months or so, it has everything we need all in one place.

Pluspunten

The variety of features that cover Sales to Finance. The value of the apps that are offered fits perfectly into our organization.

Minpunten

It's sometimes hard to find things. I think this will diminish as I use the product more. The biggest frustration is the integration with other products especially O365. I think I have the email down, but calendar is harder than it should be. Using OneDrive only connects to my personal account and I would like to be able to connect it to our O365 sharepoint folders instead.

Redenen om voor Apptivo te kiezen

Needed a more feature rich application

Overgestapt van

Microsoft Excel

Redenen om over te stappen op Apptivo

Some of the alternatives were expensive and didn't offer the value that Apptivo offers. Only Zoho had all the CRM and Project Management features that we needed. Although we thought Zoho was a little easier to get started on, it seemed to have problems with it's integration between it's internal apps and ultimately frustrated us.

Antwoord van Apptivo

Hello Michael,

Thank you so much for taking the time to post this review! Our team is thrilled that you're happy with the value the apps bring to your company. We will collect this feedback on getting familiarized with Apptivo and notify our teams accordingly to improve the process. Thank you, again!

Team Apptivo

Heath B.
Totaalscore
  • Sector: Levensmiddelen- en drankenindustrie
  • 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

Designed for us

Beoordeeld op 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.

Pluspunten

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.

Minpunten

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.

Overwogen alternatieven

Insightly, Zoho CRM, HubSpot CRM, Zapier, Freshdesk en Zendesk

Redenen om over te stappen op Apptivo

The incredible amount of features and capabilities present within the Apptivo ecosystem as well as the ability to really make it our own.
5 van 567 worden weergegeven Lees alle reviews

Apptivo - Veelgestelde vragen

Hieronder zie je enkele veelgestelde vragen over Apptivo.

Apptivo kent de volgende prijsmodellen:

  • Vanaf: US$ 10,00/maand
  • Prijsmodel: Gratis versie, Abonnement
  • 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

Gerelateerde categorieën

Bekijk alle softwarecategorieën die gevonden zijn voor Apptivo.