Über 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.

Preisoptionen ab:

10,00 $/Monat

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Die 5 Top-Alternativen zu Apptivo

Hauptvorteile von 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

Geräte

Unternehmensgröße

S M L

Märkte

Australien, Brasilien, Kanada, China, Deutschland und 5 weitere , Vereinigtes Königreich, Indien, Japan, Mexiko, Vereinigte Staaten

Unterstützte Sprachen

Englisch

Preisoptionen ab:

10,00 $/Monat

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Die 5 Top-Alternativen zu Apptivo

Bilder

Apptivo Software - 1
Apptivo Software - 2
Apptivo Software - 3
Apptivo Software - 4
5 weitere anzeigen
Videos zu Apptivo
Apptivo Software - 1 Apptivo Software - 2 Apptivo Software - 3 Apptivo Software - 4

Funktionen

Gesamtzahl der Funktionen von Apptivo: 51

  • API
  • Aktivitäts-Dashboard
  • Aktivitätsmanagement
  • Angebote / Schätzungen
  • Anpassbare Berichte
  • Anpassbare Felder
  • Anpassbare Vorlagen
  • Aufgabenmanagement
  • Automatisiertes Routing
  • Berichterstattung / Analyse
  • Berichterstattung und Statistik
  • Chancenmanagement
  • Daten-Import / -Export
  • Dokumentenspeicher
  • Drittanbieter-Integration
  • E-Mail Marketing
  • E-Mail-Management
  • E-Mail-Vorlagen
  • Erinnerungen
  • Für Startups
  • Für iPad-Geräte
  • Gebietsmanagement
  • Interne Chat-Integration
  • Kalender-/Erinnerungssystem
  • Kalender-Synchronisierung
  • Kalenderverwaltung
  • Kontaktmanagement
  • Kundendatenbank
  • Kundenmanagement
  • Lead-Distribution
  • Lead-Erfassung
  • Lead-Generierung
  • Lead-Qualifizierung
  • Leadmanagement
  • Marketing-Automatisierung
  • Mobiler Zugriff
  • Pipeline-Berichte
  • Pipeline-Management
  • Prognose
  • Rollen-basierte Genehmigung
  • Sales-Pipeline-Management
  • Segmentierung
  • Self-Service Portal
  • Suchen / filtern
  • Supportticket-Management
  • Umsatzentwicklung-Analyse
  • Verfolgung von Interaktionen
  • Verkaufsberichte
  • Wissensmanagement
  • Workflow-Management
  • Zugriffsquellen-Verfolgung

Alternativen

Zoho CRM

4,2
Nr. 1 Alternative zu Apptivo
Zoho CRM ist eine cloudbasierte CRM-Software, mit der Unternehmen jeder Größe Geschäfte intelligenter, besser und...

Odoo

4,2
Nr. 2 Alternative zu Apptivo
Odoo ist eine vollständig integrierte und anpassbare Open-Source-Suite von Geschäftsanwendungen. Ein Großteil der...

Salesforce Sales Cloud

4,4
Nr. 3 Alternative zu Apptivo
Salesforce Sales Cloud ist eine cloudbasierte CRM-Anwendung von Salesforce. Sales Cloud hilft Vertriebsteams, Deals...

Zendesk Sell

4,3
Nr. 4 Alternative zu Apptivo
Base ist CRM-Software, um Vertriebsteams zu helfen, mehr Angebote mit weniger Aufwand zu gewinnen. Durch die Automatisie...

Nutzerbewertungen

Gesamtbewertung

4,4 /5
(572)
Preis-Leistungs-Verhältnis
4,7/5
Funktionen
4,3/5
Bedienkomfort
4,2/5
Kundenbetreuung
4,7/5

Hast du Apptivo bereits?

Andere Softwarekäufer brauchen deine Hilfe! Produktbewertungen helfen uns allen, die richtigen Entscheidungen zu treffen.

Eine Bewertung schreiben
5 von 572 Bewertungen angezeigt
Don L.
Gesamtbewertung
  • Branche: Maschinerie
  • Untern. Größe: 11-50 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Apptivo is THE Best CRM Software System Available!!

Bewertet am 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!

Vorteile

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.

Nachteile

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

In Betracht gezogene Alternativen

SugarCRM, Zoho CRM, HubSpot CRM und Salesforce Sales Cloud

Warum Apptivo gewählt wurde

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

Zuvor genutzte Software

Act!

Gründe für den Wechsel zu Apptivo

Better customization, easier to use, licensing was the least expensive, cloud-based, 24/7 customer service support at no extra charge.
Heath B.
Gesamtbewertung
  • Branche: Essen & Trinken
  • Untern. Größe: 11-50 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Designed for us

Bewertet am 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.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

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

Gründe für den Wechsel zu Apptivo

The incredible amount of features and capabilities present within the Apptivo ecosystem as well as the ability to really make it our own.
Tanya P.
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Untern. Größe: 51-200 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Great CRM with Amazing Service!

Bewertet am 26.8.2021

The overall experience with Apptivo has been GREAT. Our onboarding process was seamless and smooth....

The overall experience with Apptivo has been GREAT. Our onboarding process was seamless and smooth. The Apptivo Team is responsive and they are very professional. There is always a quick turn-around on most issues and their staff is polite and knowledgeable. Tech Support is GREAT and they respond to you within a quick timespan. Our company is fairly new to this platform and we are still making changes that will continue to enhance our experience.

Vorteile

This software is rich in features. It has apps that will cater to every department within a company and if the standard ones do not suit your need one can easily be customized. Navigation and customization within apps are easy and the platform is very user friendly. Our previous system was a bit complicated for our users but this platform simplified a lot of processes and tasks that enhanced productivity. It's easy to look up information and export to Excel, create tables, link fields, and the list goes on. This is really a great CRM system if you are looking for something that is cost effective and that will give users a good experience.

Nachteile

The reporting feature in this platform is lacking. Also, if tables are customized then it's hard to search and filter on the fields. Integration with Calendar has been problematic. The News Feed feature does not capture all changes or even detailed changes so it is hard to find historical data.

Sean C.
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Untern. Größe: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 1.0 /10

Decided to switch to something else

Bewertet am 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.

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

Gina M.
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Untern. Größe: 51-200 Mitarbeiter
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Exceeded Expectations

Bewertet am 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.

Vorteile

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.

Nachteile

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

In Betracht gezogene Alternativen

HubSpot CRM und Salesforce Sales Cloud

Warum Apptivo gewählt wurde

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.

Zuvor genutzte Software

QuoteWerks und Freshdesk

Gründe für den Wechsel zu 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.
5 von 572 Bewertungen angezeigt Alle Bewertungen

Apptivo Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Apptivo.

Apptivo bietet folgende Kostenpläne an:

  • Beginnt ab: 10,00 $/Monat
  • Preismodell: Kostenlose Version, Abonnement
  • Gratis Testen: Verfügbar

Starts at just $10/user/month - all apps included, no gimmicks.

Apptivo hat die folgenden typischen Kunden:

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

Apptivo unterstützt die folgenden Sprachen:

Englisch

Apptivo unterstützt die folgenden Geräte:

Android (mobil), iPhone (mobil), iPad (mobil)

Apptivo kann in folgende Anwendungen integriert werden:

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 bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Telefon-Support, 24/7 Live-Support, Chat

Ähnliche Kategorien

Sieh alle für Apptivo gefundenen Softwarekategorien an.