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686 avis

- Secteur d'activité : Machines
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Technical Help
Publié le 22/07/2020
We started to use Apptivo for tracking of leads. Now we have moved into using it for a full CRM for leads and customers. Also using it for quotes / estimates, which they helped us to customize. We are just now starting to use the marketing features. We are very happy with the program and support.
Avantages
Ease of use and the support staff that helps in time of need. The Chat Team, Customer Service Team, Technical Team are all top notch. They are quick to help with day to day topics. They are also great at helping us to cusomize the program to help our companies growing needs. We couldn't be happier and glad we switched to Apptivo.
Inconvénients
Being an administrator is all new to me, so I have had to do a lot of learning. The team has always supplied me with great short videos to help. When I don't get it and need more help they have been right there. The only feature we would like to see that they don't currently have is mapping our clients and leads for our sales team.
- Secteur d'activité : Machines
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Apptivo is THE Best CRM Software System Available!!
Publié le 18/06/2021
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!
Avantages
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.
Inconvénients
NONE! There are no cons with Apptivo! The system is EXCELLENT!
Pourquoi choisir Apptivo
ACT! is a waste of money! DO NOT BUY ACT!Logiciel antérieur
Act!Pourquoi passer à Apptivo
Better customization, easier to use, licensing was the least expensive, cloud-based, 24/7 customer service support at no extra charge.- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 5.0 /10
is so good
Publié le 03/12/2019
last one month
they are problem in setup CRP chart support will take to more time implement for setup
language problem for contamination support
time zone issues for telephonic support
Avantages
this very used full App and many app fled are available in this software
Inconvénients
Agenda and task sysnk other software so good
- Secteur d'activité : Enseignement supérieur
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Great CRM and fully customizable. Support chat is always available.
Publié le 05/12/2022
It has been great. I have questions daily, but they are all delt with right away.
Avantages
I can customize any app the way I want to. Without a background in this sort of thing, it could have been tough to work with!
Inconvénients
There are some limitations. Areas where I can't connect this object to that one, or have it scan a file looking for specific words and using the value to propagate leads. For example, a box with NAME: would then be the persons name.
- Secteur d'activité : Gestion de l'enseignement
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 8.0 /10
Excellent first CRM for small companies
Publié le 21/01/2022
Avantages
Apptivo allows for a broad range of customization possibilities, making it an excellent out-of-the box option for companies transitioning to a first CRM system.
While other competitors may have sleeker design, the consistency of page layouts and button placement was a huge plus for our inter-generational team and made it easier to manage the transition to an online software after years of working with excel and google docs.
The settings interface within each app makes it very easy to learn how to customize basic field, views, and list options - meaning that smaller companies can look to train someone from within to work alongside Apptivo, instead of needing to hire an external administrator.
The Apptivo team is always HIGHLY responsive. From the initial demonstration walk throughs to fine tuning system design and troubleshooting problems, I have found their customer service to be excellent. [SENSITIVE CONTENT] and to all the others working behind the scenes to help us at the different stages of our projects, THANK YOU!
Most of all, I appreciate that Apptivo continues to improve on their product. Throughout the nearly 3 years I have worked with them, the system has developed to continously offer more features.
Inconvénients
As with any option in this price category, there are occasional bugs. Reporting them to Apptivo generally results in a very quick fix.
Slow load times - it has improved somewhat, but still pages sometimes lag.
Pourquoi passer à Apptivo
Our business operations are highly integrated across recruitment, sales, and project management. Most competitors package these separately at additional costs for each area of business process. With Apptivo, we found that the price packages are highly suitable for small businesses with staff repsonsibilities crossing over different business areas. Also, we liked the design as a transition for our team. While some competitors have more modern designs, there often is inconsistency in button placement depending on the operation being effected. With an intergenerational team, we appreciated the consistent design across Apps in Apptivo.- Secteur d'activité : Sécurité et enquêtes
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
General
Publié le 28/06/2019
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.
Avantages
The variety of features that cover Sales to Finance. The value of the apps that are offered fits perfectly into our organization.
Inconvénients
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.
Pourquoi choisir Apptivo
Needed a more feature rich applicationLogiciel antérieur
Microsoft ExcelPourquoi passer à 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.Réponse de Apptivo Traduire en Français
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
- Secteur d'activité : Hôpitaux et soins de santé
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Intuitive Software with Good Customer Service
Publié le 18/05/2022
Apptivo allows us to utilize and provide reporting (snapshots of our progress) easily within one application.
Avantages
Our implementation specialist who helped us set everything up was great. Really like the in-depth customization options as well.
Inconvénients
Would love to see a mapping tool to use when scheduling appointments for customers close to one another.
- Secteur d'activité : Équipement et fournitures de bureau
- Taille de l'entreprise : 501–1 000 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
The holy grail that we needed
Publié le 10/06/2022
Avantages
I compared over 35 different tools before recommending to the C-Suite using Apptivo.
Contrary to most businesses, we do not do any sales nor marketing. Apptivo does not force us to see pipelines, deal stages and conversion rates everywhere.
Apptivo is so flexible, it is a dream.
And it is affordable too! At 12$ per month per user, this cannot be beat.
Inconvénients
Apptivo is made of several apps (modules). Not 100% of them have the exact same amount of customization possible. This is nitpicking, really, since it is very, very minor.
Pourquoi passer à Apptivo
Greatest customizability, extremely quick responses to all my questions, predictability of price, very broad array of features (apps), one-stop-shop (try getting contacts mgmt + tickets mgmt + projects mgmt all in one place)- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Apptivo Support Review
Publié le 08/07/2022
Great experience in overall;
Avantages
Highly customizable
Has a variety of applications to utilize
It's value for money
Incorporates a lot of events and triggers
Inconvénients
It's a bit complicated for first time users- The settings option is broad.
Pourquoi passer à Apptivo
Inclusivity - Variety of items and applications in one place!
- Secteur d'activité : Formation professionnelle et coaching
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
Great experience
Publié le 20/02/2019
We are a small & medium company located in Europe with subsidiaries in US and Asia. We were looking for a provider which could (1) allow each subsidiary to view each other's customers (to increase the lead generation); (2) enable us to standardize our data (previously we were entering data into Excel without proper format); (3) facilitate data analysis and (4) enable us to streamline and automatize as much as possible the process from price offer to invoicing.
After extensive research, we selected Apptivo for our CRM solution. Having to deal with lots of lists of companies from different countries, dealing with multiple currencies, it was not easy to find a CRM which is easy to use, affordable and yet can meet our demand. We have been using Apptivo for one year now and we are very happy with our choice. It was a necessary step to professionalize our business process.
There is probably much more we can do with the application which we haven't explore yet. We are now using CRM, HR, Suppliers, items and Invoicing app within Apptivo.
Avantages
Easy to use, flexible, great value for money, great support (very friendly and quick), easy to import/export your data back into Excel.
Inconvénients
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.
Réponse de Apptivo Traduire en Français
Hi Olivier!
First of all, thank you so much for taking the time to post this review. Our team is so thrilled that you are so happy with our service and Apptivo. I am very glad to read that our support team provided great service. We would continue to provide all of our customers with the same amazing experience. You can always get us on online chat (24/7) or write a note to support@apptivo.com.
Thanks again!
- Secteur d'activité : Gestion de l'enseignement
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
New CMS software
Publié le 06/05/2021
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.
Avantages
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!
Inconvénients
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.
Alternatives envisagées
HubSpot Marketing HubPourquoi choisir Apptivo
This product has an online web version but it is slow, cumbersome and with rather limited functionality which is really quite challenging to access online. We needed to be much more nimble and be able to access our diaries much more quickly and do not regret the move away from ACT.Logiciel antérieur
HubSpot Marketing HubPourquoi passer à Apptivo
All the other options were far more costly / user with apparently similar functionality.- Secteur d'activité : Gestion de l'enseignement
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Here's What You Need to Know
Publié le 13/01/2020
Fulfilling
Avantages
Do not be decieved by Apptivo's simple interface. It is POWERFUL. Imagine having Sales Force, Mailchimp, Quickbooks all combined into one application that works on all types of devices.
That is what apptivo is. I like the fact that there is an app for everything within the Apptivo app itself, and all those apps are free!
I like that when i'm customsing and i spot an issue, i click the help button and [SENSITIVE CONTENT HIDDEN] or another support team come online in literally 12 seconds and tell me how to solve the problem.
I like the fact that i'm paying just 20 dollars for this instead of 120 dollars per user for sales force.
I like the fact that i can customise invoices, set up email templates, set up triggers so whenever i create a type of customer a special type of email is sent from a special address.
If i keep going on, i won't stop
Inconvénients
I really can't think of anything. Maybe i do not really like when i cant find a feature, but when i report it, 10 days later i get an email that feature was added. So they solved that problem
Alternatives envisagées
Zoho CRMPourquoi choisir Apptivo
Tooe xpensiveLogiciel antérieur
Salesforce CPQ & BillingPourquoi passer à Apptivo
personal onboarding. pricing and customer support- Secteur d'activité : Produits alimentaires
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Designed for us
Publié le 26/07/2021
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.
Avantages
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.
Inconvénients
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.
Pourquoi passer à Apptivo
The incredible amount of features and capabilities present within the Apptivo ecosystem as well as the ability to really make it our own.- Secteur d'activité : Gestion d'organisme à but non lucratif
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
SDFRA Review of Apptivo
Publié le 16/02/2021
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.
Avantages
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.
Inconvénients
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.
Alternatives envisagées
Salesforce Sales CloudPourquoi choisir Apptivo
The old system that we had been using is out-of-date and around 12-years-old. There were many glitches, and it did not allow for updates to be made. We were unable to track membership dues, and many members had fallen off without our knowledge. Our reports were minimal and not what we currently need.Pourquoi passer à Apptivo
We chose Apptivo because their customer service stood out to our organization. From the start, the Apptivo team has been great at communicating with our team and meeting our expectations for this project build.- Secteur d'activité : Logiciels
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Apptivo for Sales Forecasting
Publié le 10/11/2020
We are software start up and needed a CRM to manage Leads, Contacts, Opportunities and track project implementation. Apptivo does all this. And if it does not do exactly what you want OOTB, Kamala and her team will customise it for you. The implementation support and customisation folks were easy to work with and understood our requirements. I was very impressed at the level of engagement and enthusiasm to get Apptivo customised to how we needed it to be.
Avantages
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.
Inconvénients
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.
Pourquoi passer à Apptivo
Very well demonstrated to us, understood our needs, easy to deal with and well priced- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 10 000+ employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Before you purchase a CRM solution, You really have to check this out!!!
Publié le 02/04/2021
So far, everything's been great. It's been very easy to setup as I want. When I've had questions, there's the chat box for support and they've been VERY helpful every time I've asked.
Avantages
Apptivo is the first collaborative, simple, and cost-effective way to manage customers, pipeline, & calendar that I've found. Most others that offer similar functionality will cost you an arm and a leg. Or they'll be reasonable at first, then they'll get you for each of the "add-ons" that you need to make a whole solution for your organization.
Inconvénients
Some of the apps are not quite as intuitive as some others, but that's to be expected considering their business purpose.
Alternatives envisagées
HubSpot Marketing Hub, Dynamics 365, Salesforce Sales Cloud, SalesNOW et HubSpot CRMPourquoi choisir Apptivo
Very intuitive overall. It's great how all the apps integrate and work with the others. It's very nice to have so much functionality in one place.Logiciel antérieur
HubSpot Marketing Hub, Dynamics 365, Salesforce Sales Cloud, SalesNOW et HubSpot CRMPourquoi passer à Apptivo
Everything I need in one app at one monthly price. Not nickel & dime like the others for the same functionality.- Secteur d'activité : Énergies renouvelables et environnement
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
A great do-all software
Publié le 01/09/2020
We have a serious need for workflow organization at our company. We still have a lot to go as far as set-up of every section, but once we are done it will make our company a well-oiled machine.
Avantages
This software is a great price with an amazing amount of features. It is completely customize-able for any industry and fairly easy to use.
Inconvénients
The set up is time consuming and tedious. Most things are fairly intuitive, but there is quite a bit that you really need to dig into. And although the fact that it is customize-able is good -- it takes A LOT of time and energy to really get into it and make it function properly.
BUT the good news is that the Apptivo chat function is always available and easy to use. The staff are incredibly helpful and patient, and I have never had a bad experience using it (and I've used it a lot)! They have been here every step of the way during set up and been a necessary asset.
Pourquoi passer à Apptivo
Apptivo is a better price than all the other competition with equal or better features. I have used zoho one (the entire suite), salesforce and other products at previous jobs and Apptivo is easily the best.- Secteur d'activité : Immobilier
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Highly Recommend!
Publié le 27/10/2020
So far I've been extremely pleased with everything!
Avantages
I enjoy that this CRM is modular so you can or subtract components that don't directly relate to your business (ie. Shipping, Locations, Invoicing, Properties, Contracts, etc). I also like that once you understand how Apptivo works in one app, you'll understand how the rest of them operate. Customer support was extremely helpful in growing my knowledge!
Inconvénients
It took some time to learn how to customize it to my liking, along with plenty of help from customer service. So the learning curve was a little steep but nothing unusual compared to similar CRMs. Also, I have not maxed out my cloud storage or even come close but I anticipate that I will need more cloud storage.
Logiciel antérieur
Salesforce Sales Cloud- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Apptivo is a best kept secret
Publié le 09/06/2022
- Secteur d'activité : Vente en gros
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Great all in One CRM function
Publié le 11/01/2022
It has taken me time to learn (but all will be the same) but with the support team I managed to create a CRM suit to my business. I have grown with Apptivo and have seen many other tools available I even did not know existed.
Avantages
This CRM has all you need to run a company small or large. It automates your day to day tasks and simplify your processes. Price is the best part. You do not have to pay over the moon for other similar and probably even with less functions CRM's in the market.
Inconvénients
Integration between "apps" but there is a way round this if you know how. If you do not know the support is very helpful.
Pourquoi passer à Apptivo
a lot less expensive and less complicated.- Secteur d'activité : Biens de consommation
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Apptivo Rocks!
Publié le 20/05/2019
Very, very good. It is really hard to find fault. A brilliant company, very good software and a really responsive help desk that can answers questions, 24/7. What is there not to like?
WELL DONE APPTIVO....(just address my two little 'cons' and you have a PERFECT platform).
Avantages
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
Inconvénients
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.
Réponse de Apptivo Traduire en Français
Hello Ken,
Our team is thrilled that you're happy with our integrated software and our support team . I understand your feedback regarding uploading and viewing documents. I will collect this feedback to notify our teams accordingly. Again thank you so much!
Team Apptivo
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
I have utilized several CRM solutions and the Apptivo CRM solution is a great solution for...
Publié le 01/05/2018
Avantages
Apptivo CRM is easy to use, and makes available lots of functionality to pick and choose from when building a customized solution. Apptivo's customer support is excellent, responsive, helpful and does a great job supporting me when I need help.
Inconvénients
For non-technical users, modifying the screens to build a customized app, can be a challenge. However, Apptivo customer service is ready to jump in and help when needed. Customer support is accomplished via chat window, which can be tedious. However, Apptivo makes available voice support when requested. And, they provide lots of You-Tube based videos to demonstrate how to modify functionality.
Réponse de Apptivo Traduire en Français
Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team ApptivoThank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 7.0 /10
New World Precious Metals
Publié le 03/11/2020
I believe Apptivo is an excellent software mainly because of it's capable, supportive and friendly customer service team. [SENSITIVE CONTENT HIDDEN] was truly professional in providing support and went above and beyond to be available (especially with the time zone difference of over 12 hours). We really appreciate his help and professionalism.
As well, another team member at Apptivo designed a background to go with our emails to clients that was very impressive and visually appealing. We appreciate her effort and her excellent work.
Avantages
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.
Inconvénients
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.
- Secteur d'activité : Hôpitaux et soins de santé
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Amazingly Flexible Small Business Solution with HIPAA Support
Publié le 20/02/2021
Apptivo is a powerful solution for my client. We were able to replace a legacy system of claims processing to include membership management, a secure membership portal and attach membership documents. Prior to Apptivo only our claims processes were automated. Everything else was done manually or stored on Google Docs.
What impressed me the most, was their ability to program new apps, implement HIPAA compliance programing features and other processes needed for my client.
The Services Project Manager and his team are incredible! They are very professional, learned our business needs, identified solutions, were highly flexible as we navigated through COVID-19, and are extremely patient. Always willing to educate the client to be more resourceful.
Avantages
Functionality, flexibility, working with the Apptivo team to set up the software, ease of use for our portal members and pricing.
Inconvénients
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.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Great CRM Software
Publié le 02/08/2019
I have now used Apptivo with two businesses and find it highly functional and easy to adopt.
Avantages
Easy to set up, understand and customize.
Inconvénients
Takes some e-learning to customize properly but it is easy to accomplish
Réponse de Apptivo Traduire en Français
Hello Tom,
Thank you so much for taking the time to post this review! Our team is thrilled that you find Apptivo fairly easy to use and valuable. We exist because of customers like you! Again, thank you so much!
Team Apptivo