Apptivo Übersicht
Was ist Apptivo?
Apptivo ist ein leistungsstarkes Marketingwerkzeug, das die Tools einschließlich Lead-Management, eine Opportunity-Pipeline mit intuitiven Dashboards, Kampagnenmanagement und flexible Workflow-Tools einschließlich Marketing Automation bietet. Alles ist von deinem Android- oder iOS-Gerät aus vollständig zugänglich und in Office 365 und G-Suite integriert.
Das Apptivo CRM beginnt mit einem einfachen Kontaktmanagementsystem mit ausgefeilten Integrationen wie der automatischen Verfolgung von E-Mail-Gesprächen oder der automatischen Anrufprotokollierung. Die Lösung bietet ein komplettes Set von Vertriebswerkzeugen für Lead-Management, Aktivitätsverfolgung, Pipeline-Visualisierung und automatisierten Workflow sowie integrierte Angebotserstellung, um Kostenvoranschläge aus der Pipeline zu generieren und professionell gebrandete PDFs per E-Mail an Kunden zu versenden.
Die Apptivo-Apps umfassen auch integriertes E-Mail-Marketing, um gezielte Kampagnen an Kontaktlisten zu starten und genau zu verfolgen, wer die Nachrichten liest. Implementiere Marketing Automation, um detaillierte Sequenzen zu planen, wann das Team bei Interessenten nachfassen sollte und wann diese personalisierte automatisierte Nachrichten erhalten sollen.
Apptivo bietet viel mehr als nur ein CRM. Die Plattform umfasst Apps, die in allen Geschäftsbereichen wie Helpdesk, Rechnungsstellung, Projektmanagement, Beschaffung und mehr helfen. Alle Apps sind so konzipiert, dass sie sich um das CRM herum auflösen und eine vollständige 360°-Sicht auf jeden Kunden bieten.
Mit Apptivo können die Nutzer ihre Unternehmensgebiete, Märkte und Marktsegmente definieren; jede dieser Eigenschaften kann dann zur Suche und Sortierung von Kundenkonten verwendet werden. Unternehmen können nicht nur festlegen, wer ihr Produkt wo kauft, sondern auch die Branche, zu der das Konto gehört, an einem Ort definieren.
Apptivo Übersicht
Kosten
Preisoptionen
Apptivo Funktionen
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Apptivo Bewertungen
Apptivo Bewertungen
Customer Support is very Responsive
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!
CRM Solution
All CRM's require Users to learn their navigation, terminology and how functions are executed. Unlike other CRM's I have tested, the Support Team at Apptivo has been both diligent and effective in resolving a few technical glitches with my onboarding process. Apptivo provides me with a reliable CRM platform and functions on which I can run my business. 24x7 access to an effective and professional Support Team is a valuable resource that ensures I spend more time with my clients than suffering from IT issues.
customer service gets you up to speed quickly
This has replace the ACT program I used to have and it is doing well.
Decided to switch to something else
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.
Learning and loving
The more I learn, the more I love it!
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Customer Support is very Responsive
Vorteile
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.
Nachteile
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.
CRM Solution
All CRM's require Users to learn their navigation, terminology and how functions are executed. Unlike other CRM's I have tested, the Support Team at Apptivo has been both diligent and effective in resolving a few technical glitches with my onboarding process. Apptivo provides me with a reliable CRM platform and functions on which I can run my business. 24x7 access to an effective and professional Support Team is a valuable resource that ensures I spend more time with my clients than suffering from IT issues.
Vorteile
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.
Nachteile
Apptivo doesn't yet integrate with Zoom.
customer service gets you up to speed quickly
This has replace the ACT program I used to have and it is doing well.
Vorteile
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.
Nachteile
nothing it is doing all that I need done and more.
Decided to switch to something else
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.
Vorteile
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.
Nachteile
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.
Antwort von 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
Learning and loving
The more I learn, the more I love it!
Vorteile
I love the automation and how easy it is to communicate with our customers and internal team.
Nachteile
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.
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Apptivo Preis
Apptivo Preis
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Apptivo Funktionen
Apptivo Funktionen
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Kategorien
Kategorien
Apptivo Häufig gestellte Fragen
Apptivo Häufig gestellte Fragen
Weiter unter folgen häufig gestellte Fragen über Apptivo.
F. Welche Preispläne bietet Apptivo an?
Apptivo bietet folgende Kostenpläne an:
Beginnt ab: 10,00 $/Monat
Preismodell: Kostenlos, Abonnement
Gratis Testen: Verfügbar
F. Was sind die Hauptfunktionen von Apptivo?
Wir haben keine Informationen über die Funktionen von Apptivo
F. Wer sind die typischen Nutzer von Apptivo?
Apptivo hat die folgenden typischen Kunden:
Kleine Unternehmen, Großunternehmen, Non-Profit, Freie Mitarbeiter, Mittlere Unternehmen
F: Welche Sprachen werden von Apptivo unterstützt?
Apptivo unterstützt die folgenden Sprachen:
Englisch
F. Unterstützt Apptivo mobile Geräte?
Apptivo unterstützt die folgenden Geräte:
Android, iPhone, iPad
F. Mit welchen anderen Applikationen integriert Apptivo?
Apptivo kann in folgende Anwendungen integriert werden:
ActiveDEMAND, Business Card Reader, Constant Contact, HubSpot CRM, HubSpot Marketing Hub, PieSync, Robly, Wordpress, Wordpress, Xero
F. Welche Varianten der Kundenbetreuung bietet Apptivo an?
Apptivo bietet folgende Optionen für Kundensupport:
Wissensdatenbank, Online-Support, Telefon-Support, Video-Anleitungen, Häufig gestellte Fragen
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!