Apptivo Erfahrungen

The support at Apptivo in AMAZING! I worked with a team to import 15K+ contacts and 72K+ emails and notes from another CRM. They have been extremely helpful, responsive, and on top of all the technical challenges I've had along the way with getting started.

I evaluated numerous other CRMs before deciding on Apptivo. I like the ability to customize this CRM to your needs, the price point is fair, and their support team has been extremely helpful with the importing process.

The import process was time-consuming based on the amount of data I had to bring over and the fact that my old CRM didn't provide an SQL file to make it simple. This is no fault of Apptivo.

Features I would like to see:
1. Add email sequences to the Premium plan
2. Fixes are needed for the email sequence, Gmail sidebar, and Triggers (I have put in support requests for these items
3. Add the ability to create simple invoices without having so many required fields. All the required fields in that app make the functionality not work for my business, so I create invoices on another platform

I love the automation and how easy it is to communicate with our customers and internal team.

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.

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.

Apptivo doesn't yet integrate with Zoom.

We recently upgraded to Apptivo after testing out and demo'ing numerous products. Apptivo not only matched our budget, but it had ALL of the features that we needed it! I highly recommend the Apptivo team.

There are a few areas where we are having to manually enter the information from our old systems into the new system. The invoices didn't integrate properly and you have to manually get your past appointments on your calendar.

Easy to use, flexible, great value for money, great support (very friendly and quick), easy to import/export your data back into Excel.

We found a few small glitches (no space between "Mr." and "Name" when exporting the fields; or one functionality in invoicing did not work), but the support team was very quick in fixing those.

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.

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.

Apptivo is a highly versatile and user-friendly CRM system that offers a comprehensive suite of tools to manage sales, marketing, and customer relationships.

This review is focused on Apptivo; however, it is worth mentioning that, in comparison, Sendinblue has certain limitations. Sendinblue is primarily an email marketing platform, and its CRM capabilities may not be as robust or feature-rich as Apptivo's.

Apptivo does! Although it's rare that I've had to use Apptivo "Chat" Support. Today, was another example where Naresh went above and beyond to get a Supervisor to fix an important Account Set-up. On a prior Chat call, Apptivo suggested a remote session where the representative quickly identified the Advanced Capabilities required to import a complex database. My company does not sell or represent Apptivo although we are in the enterprise software integration industry. Apptivo sets a new standard of excellence in support that organizations small and large can depend.

Additional pre-built integrations are time savers and Apptivo has more work to do in this area. Professionally, I'd rather have a solid framework of broad core features that is competitively priced than can be used by everyone in the company.

Apptivo is very easy to use, and integrates seamlessly to other apps. The ability to customise to suit our specific needs was a big plus in our purchasing decision. I have used a few of the other CRM solutions, and find Apptivo one of the best CRMs for sales forecasting and pipeline management.

Would be good to Click on the name and the Opportunity or Contact would open up. But to view an Opportunity or Contact, you have to move the mouse to the right hand side and click on the 3 Dots (Actions). I find this a little annoying.

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.

nothing it is doing all that I need done and more.

What I like most is the way you can build up your own business management system to suit your business which goes well beyond a CRM. Pricing is straightforward and extremely good value. The software has mind-boggling scope with its array of apps that are easy to 'buy' (no hidden extras, all part of the price). It's actually fun to use and is very customisable for an off the shelf package. I like the way you can clear off the stuff you simply don't need - for a custom, uncluttered look.

I'm still relatively new to it but at the moment - absolutely nothing.

Ease of use and customer service. It is very convenient to be in Apptivo and be able to pull up a chat with support real-time, with the ability to attach screenshots, and even have the support representative start a screen share to further investigate issues. If the representative is not able to answer my question, they create a ticket on my behalf for the team to follow up on.

The inability to report on fields that live in different apps. This was a key feature we had noted when looking at CRMs and the expectation was that this functionality was 6 - 12 months away in Apptivo, however 3+years later it still does not exist.

Features - This is a one stop shop. Marketing, Sales, Telephony, Shipping... the list just goes on and on. I don't there is a need to sign up to a separate subscription for other services. Apptivo has you covered for everything.
Price - Amazing...so much for so little. I don't believe another platform offers such value for money. The closet is Bitrix 24, but you have to sign up for at least 5 users to use all their functionality like Google 2-way sync. So although good, not the best if you are just starting out.
Customization - This app allows you to add fields, change the layout and do pretty much what you want in terms of one wishes to use it.
Integration - integrates with all the major platforms and has some great 3rd party plugins.
Support - 24/7 and immediate. No waiting. Brilliant. Support team is particular helpful

I think the U.I could do with a refresh
Document support for uploaded files is a little limited. The software would be perfect if it had a viewer support for Word docs, etc. What this means is that any uploaded document, has to be downloaded in order to view it. This is clumsy....but a small price to pay, for what is very good software in nearly all respects.

As a small financial business, New World PM primary objective was to obtain a CRM that allows client info management, ease of follow up on potential leads, and ease of use for the entire team.
At the time of writing this review, approximately one month of using Apptivo, we have managed to achieve the first two objectives successfully with a lot of help from [SENSITIVE CONTENT HIDDEN] at Apptivo. Although Apptivo has a user-friendly interface, some of our team members have found some challenges accessing and/or modifying information. However, I am impressed with the master layout and how I can easily add or remove information fields as a super user.

However, the fact is that not all of my team members feel comfortable using the software is a bit discouraging. For example, not all brokers could access the full list of clients.

Personally, some items that I wish were different:
- Changing email templates.
- Changing the default overview of the Clients page. I attempted that, but the changes revert back to what the page looks like normally.
- As a super user, I changed permissions for brokers to be able to see all clients, but the changes did not take effect it seems.

Functionality, flexibility, working with the Apptivo team to set up the software, ease of use for our portal members and pricing.

Most of our recommendations were supported by Apptivo. There is a bit of a cumbersome process in generating our member payments. However, this is partially due by our decision to not re-enter our claims for generating payments.

You can find many CRM softwares, other project management softwares, and yet other accounting software. Apptivo brings all these features and more into one platform. While maybe not the easiest to use, it is due to the vast capabilities and customization features of the software. I don't have an IT staff and am an individual business owner but I was able to get everything set up for my professional services related business. I am extremely satisfied with the fast assistance by email, phone, and chat with the support staff, I couldn't have done it without them.

I wish the person completing the trial demonstration could also have done a very advanced customization demonstration or I could have schedueld that for the future. I attempted multiple times to customize apps myself and ended up duplicating features and the original feature was better than what I did in the first place.

Completely customizable
Integrates well and all information is easily found

Can be difficult to navigate if unfamiliar
Can be difficult to customize if unfamiliar