Apptivo CRM

Apptivo CRM

CRM pour la gestion des comptes clients

4.3/5 (356 avis)

Apptivo CRM - Présentation

Apptivo CRM est un puissant moteur de vente et de marketing qui fournit les outils, notamment la gestion des leads, un pipeline d'opportunités avec des tableaux de bord intuitifs, la gestion des campagnes et des outils de flux de travail flexibles, notamment l'automatisation du marketing. Tout est complètement accessible depuis les appareils Android ou iOS et intégré à Office365 et G Suite.

Le CRM Apptivo commence par un système de gestion de contacts simple avec des intégrations astucieuses, telles que le suivi automatisé des conversations par e-mail ou la journalisation automatique des appels. La solution offre un ensemble complet d'outils de vente pour la gestion des leads, le suivi des activités, la visualisation de pipeline, le flux de travail automatisé, ainsi que les devis intégrés, pour générer des estimations à partir du pipeline et envoyer par e-mail des PDF de marque professionnelle aux clients.

Les applications d'Apptivo incluent également un e-mail marketing intégré pour lancer des campagnes ciblées vers des listes de contacts et suivre exactement qui lit et clique sur les messages. Implémentez l'automatisation du marketing pour planifier des séquences détaillées indiquant quand l'équipe doit suivre les prospects et quand ils doivent recevoir des messages automatisés personnalisés.

Apptivo offre bien plus qu'un simple CRM. La plateforme comprend des applications utiles dans tous les domaines d'activité, telles que le service d'assistance, la facturation, la gestion de projet, les achats, etc. Toutes les applications sont conçues pour tourner autour du CRM, offrant une vue complète à 360° de chaque client.

Apptivo permet aux utilisateurs de définir les territoires, les marchés et les segments de leur entreprise ; chacune de ces propriétés peut ensuite être utilisée pour rechercher et trier les comptes clients. Les entreprises sont non seulement en mesure de définir qui achète leur produit et où ; mais ils peuvent également définir le secteur auquel le compte appartient, tout au même endroit.

Prix

À partir de
10,00 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Asie, Australie, Brésil, Canada, Chine et 5 autres, Europe, Allemagne, Inde, Japon, Amérique latine

Langues

anglais

Apptivo CRM - Avis

Note globale
4.3/5
88% d'avis positifs
179
Excellent
135
Très bien
29
Moyen
8
Médiocre
5
Horrible
Robert P.
Traduire avec Google Translate

Making a small business look large and professional

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 23/03/2019
Provenance de l'avis : Capterra

Very Happy with the product. It works well, year in and year out, and this year, I intend to learn how to use more aspects of it. It's a complete sales CRM and I don't really take advantage of that. I use it as an invoice generation tool. I am a loyal user and have no intention of looking elsewhere. BUT please think about that calendar feature. $60 and an invasive integration from Google, feels a bit much.

Avantages

It is easy and quick to punch out an invoice copying an old customer invoice and making a couple changes in the body the Output looks Professional when I bill my corporate clients. I like that if I get stuck, CHAT is always available and it's been quick to resolve my confusion or concerns.

Inconvénients

Inconsistent features access between my Ipad and my windows desktop. The IOS (Apple) apps have improved since I started using Apptivo. Although I had to have two separate Apps on my ipad initially and it was confusing, the main app has bulked up to where I rarely need to get on my windows machine. But I'm finding I do have to still, like setting up recurring invoices.

Recording payments, seems to be less than intuitive, resulting in me over crediting an account and having to search until I gave up, trying to delete the twice or more extra payments due to some sort of lag from screen to screen.

My man complaint is lack of a simple calendar capability and it appears if I want it I'll be having to add Google G Suites, which is overkill. Apparently to make up for lack of feature capability in Apptivo, if I want to set up recurring invoices that utilize date features like 2nd Tuesday of every month or 4th Monday of the month. That will cost me $6 month from Google and I don't want or need all of the G suite features.

Réponse de Apptivo

Hi Robert!
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
Sure we are taking all your feedback on enhancing the Recurring Invoices and Calendar capability into consideration and will work on it.
I am delighted to read that our support team provided excellent service. We would continue to give all of our customers with the same fantastic experience.
You can always get us on online chat (24/7) or write a note to support@apptivo.com.

Thanks again!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Vernessa T.
Traduire avec Google Translate

Apptivo is All-Inclusive, Modern ERP Cloud App Done Right (Just Add Speed and GUI Refresh)

Logiciel utilisé toutes les semaines pendant plus de deux ans
Publié le 20/06/2018
Provenance de l'avis : Capterra

I was using Teamwork (formerly Teamwork PM) for project management, a local install of vTiger CRM for contacts and opportunity management, and myriad other cloud-based apps to pull together administrative activities.

I wanted an all-inclusive software with strong project management features that also allowed me to handle detailed invoicing and allowed customers to click a link to pay. Lastly, the CRM component had to be at least as good as vTiger (or Zoho CRM which I'd also given a trial run).

Apptivo satisfied these needs. Pleased with the CRM, opportunity management, project management, field service management, and billing apps (especially since they've added Stripe as a payment gateway).

Avantages

They do not nickle-and-dime you to death! One price includes everything. Their tiers are about number of users rather than adding/subtracting features. A more sensible model than some of the others.

I like how detail views are available from most places -- call logs, projects, tasks, and notes can be associated with a contact or company or opportunity.

The integration with email is excellent, right down to making it easy to connect your email boxes. One challenge I had that Apptivo solved for me was how to keep emails related to a particular project or opportunity all together in one place. Apptivo does a good job of this by assigning codes (or project numbers), and allowing you to select whether or not the email you are writing is related.

If you are writing emails using some other application (your desktop client or cloud-based app), you can use the same code in the subject line and Apptivo will pull that email into the app, and associate it with the relevant modules (project, client, case, etc.)

Inconvénients

Apptivo is reliable, doesn't seem to ever lose information, etc. but it is often as slow as molasses in an ice storm. Waiting is a no-no; constant waiting is a annoyance that has made me close the app more than once and come back another time.

Apptivo communicates improvements and changes on a regular basis, however, it takes Apptivo a long, loooooong time to integrate changes that have been requested by clients, and improvements overall.

The incremental changes they report on are good but they are really things that should have been implemented 4-5 years ago. An example of this is Stripe (payment gateway) integration. I requested it over and over about 3 years ago but it was just implemented last year.

They could do better with customization (esp. dashboards), reporting, data import, data export and speed.

Low scores on API/integrations -- they have an API but not many other services have developed integrations for it. Neither have they developed many integrations (except for Google products). Even their WordPress module is outdated, clunky. Also, connection to phone services (to take better advantage of the ability to log calls).

The interface still has areas that are clunky and unattractive (although, in defense of Apptivo, I must say the interface has improved in aesthetics, colors and icons in the 4 years I've been using it).

Réponse de Apptivo

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. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! 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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Marcel O.
Traduire avec Google Translate

Very useful CRM, accessible from anywhere, good value for money

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 01/05/2018
Provenance de l'avis : Capterra

Avantages

The CRM functionality is intuitive to use. Not much setup is needed but still a lot of customization is possible. It can easily grow with the company and is accessible from anywhere. As a cloud based service you do not need to care about hardware, accessibility etc. Remarkable: There is an exceptionally responsive customer support. Overall very recommended for flexible startup companies.

Inconvénients

While the CRM functionality is quite good the rest of the apps (like order management, invoicing, inventory etc.) are a bit limited in possibilities and use. As long as one is dealing within a single country this should be fine. As an international business with export to many countries there will be many compromises or workarounds. Especially regarding interaction with the customers (quotes, invoices etc.) the customization possibilities are very limited. From time to time new releases or features are deployed that can change appearance and functionality to the better or worse. While the response time of the customer support is better than anything else I have ever seen, the help with more sophisticated questions is often limited and needs long explanations. Fixing of bugs can take very long. Overall the software feels a bit slow.

Réponse de Apptivo

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 Apptivo

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

7.0/10
Edwin S.
Traduire avec Google Translate

Why I am choosing Apptivo

Publié le 22/02/2015
Provenance de l'avis

So, I have been test driving CRM's for the last 2 years.

I have scanned and reviewed about 100 of the CRM's out there, and during the selection process only a few stood up to my requirements, being:

-A solid sales pipeline (From lead to opportunity to sales to after-sales)
-A great contact management system
-The possibility to generate quotes that can be converted to work orders, to invoices etc
-An integrated templated Project management system with pre-set task generation
-Email (gmail) integration
-Google apps for business integration
-The possibility to add more functionality in the form of integrated apps when the need arises.

At the end, and when all the nitty-gritty was tested, only 3 applications remained who were comparable, qua price and functionality.
But where Apptivo stands out with head and shoulders above nearly ALL the CRM's I tested, is the quality and the availability of their support!
As far as I know, ONLY Apptivo, has a free 24/7/365 online support chat from within the CRM, and I consider this as a huge plus point.

I run a small B2B business supplying promotional products mostly in Southern Africa but rapidly growing and expanding our market.
We are currently with six people, but I am confident that at our current growth rate, we will pass the 10 employee mark by the end of 2015.
I have a deep passion for what I do and when it comes to the integration of a tool that in time becomes a keystone in my business, I need suppliers that share my passion.
And this is exactly what the people of Apptivo do: Tested and proven, even today on a Sunday afternoon.

Keep up the good work guys, I hope we will go a long way together!

Edwin Spiessens
Corp. Gifts and Gadgets cc
South Africa

www.gifts-n-gadgets.co.za

Feel free to drop me any question at any time if you think I can help you by selecting a CRM: edwin@giftsngadgets.co.za

Avantages

-A solid sales pipeline (From lead to opportunity to sales to after-sales)
-A great contact management system
-The possibility to generate quotes that can be converted to work orders, to invoices etc
-An integrated templated Project management system with pre-set task generation
-Email (gmail) integration
-Google apps for business integration
-The possibility to add more functionality in the form of integrated apps when the need arises.

As far as I know, ONLY Apptivo, has a free 24/7/365 online support chat from within the CRM, and I consider this as a huge plus point.

Inconvénients

If I have to say anything then it will be that the look of the user interface is a bit dull, but i will take this a hundred times to bells and whistles, and a quarter of the functionality and support!

Marisela E.
Traduire avec Google Translate

Customer Support is very Responsive

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 28/11/2016
Provenance de l'avis

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!

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

Apptivo CRM - Prix

À partir de
10,00 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

Apptivo CRM - Fonctionnalités

  • API
  • Champs personnalisables
  • Gestion des calendriers
  • Importation et exportation de données
  • Intégration de tiers
  • Intégration des e-mails
  • Modèles personnalisables
  • Rappels automatiques
  • Rapports personnalisables
  • Stratégie de marque personnalisable
  • Tableau de bord d'activités

  • Base de données de clients
  • Base de données de contacts
  • Intégration CRM
  • Intégration des médias sociaux
  • Intégration mobile
  • Notifications automatiques
  • Paiements électroniques
  • Rapports et statistiques
  • Suivi des activités

Apptivo CRM - FAQ

Voici quelques-unes des questions fréquentes sur Apptivo CRM.

Q. Quels sont les types de licence disponibles pour Apptivo CRM ?

Types de licences disponibles pour Apptivo CRM :

À partir de: 10,00 $US/mois

Type de licence: Gratuit, Abonnement

version d'essai gratuite: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel Apptivo CRM ?

Nous n'avons pas d'informations sur les fonctionnalités de Apptivo CRM.

Q. Qui utilise Apptivo CRM ?

Utilisateurs habituels du logiciel Apptivo CRM :

Auto-entrepreneurs, Grandes entreprises, Entreprises de taille moyenne, Non Profit, PME

Q. Dans quelles langues Apptivo CRM est-il disponible ?

Langues dans lesquelles Apptivo CRM est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Apptivo CRM ?

Types de licences disponibles pour Apptivo CRM:

Gratuit, Abonnement

Q. Apptivo CRM prend-il en charge les appareils mobiles ?

Appareils pris en charge par Apptivo CRM :

Android, iPhone, iPad

Q. Avec quelles applications Apptivo CRM peut-il s'intégrer ?

Applications s'intégrant à Apptivo CRM :

ActiveDEMAND, Constant Contact, Dropbox, HubSpot CRM, HubSpot Marketing, PieSync, Robly, Wordpress, Wordpress, Xero

Q. Quelles sont les ressources d'aide disponibles pour Apptivo CRM ?

Ressources d'aide disponibles pour Apptivo CRM :

FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo