Apptivo

CRM pour la gestion des comptes clients

4,3 /5 (328 avis) Donnez votre avis !

Apptivo - Présentation

Description du logiciel Apptivo

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.

Apptivo - Présentation

Prix

À partir de
10,00 $US/mois

Types de licence

Essai gratuit
Gratuit
Abonnement
Rapport qualité-prix

Apptivo - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
Asie, Australie, Brésil, Canada, Chine et 5 autres, Europe, Allemagne, Inde, Japon, Amérique latine
Langues
anglais

Captures d'écran

Capture d'écran pour Apptivo : Visualize sales funnels with built-in dashboards
Capture d'écran pour Apptivo : Visualize sales funnels with built-in dashboards Capture d'écran pour Apptivo : Set sales targets and measure performance in real time Capture d'écran pour Apptivo : Create automated workflows to create activities & send automatic emails Capture d'écran pour Apptivo : Simple contact profiles that can be configured to store any details Capture d'écran pour Apptivo : Automatic tracking of all history with a customer, including emails, notes, calls & meetings Capture d'écran pour Apptivo : Get a 360° of customers by integrating all customer data into one system Capture d'écran pour Apptivo : Powerful search tools for targeted marketing lists & flexible reporting Capture d'écran pour Apptivo : Easily browse through results, edit data in bulk, email contacts in bulk, or export any data on the fly

Apptivo - Avis

Apptivo - Avis

Note globale
4,3
/
5
Excellent
167

Très bien
120

Moyen
30

Médiocre
7

Mauvais
4

Rapport qualité-prix
4,6
Fonctionnalités
4,2
Simplicité d'utilisation
4,1
Support client
4,6
88% des utilisateurs recommandent cette application
Edwin S.

Why I am choosing Apptivo

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


Traduire avec Google Translate
Michael A.

General

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.


Traduire avec Google Translate
Louise K.

Flexible CRM system and supportive team

Great, really supportive in providing tutorials whilst trying out
Really supporting in on ongoing support and resolving issued - the chat function is great
Jasper - who I dealt with from start to finish has always been willing and able to support


Traduire avec Google Translate
Mike C.

Good but so much opportunity to be so much better


Traduire avec Google Translate
Utilisateur vérifié

Great CRM solution for small business

I think it's really easy to setup and use for less technical people, great for freelancers, small businesses and mom and pop shops who don't need or want data driven CRM systems. If you have a single person who can juggle multiple aspects of customer service it's cost effective or a small team it's worth it.


Traduire avec Google Translate
Edwin S.
Taille de l'entreprise: 2-10 employés
Traduire en français

Why I am choosing Apptivo

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

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!

Michael A.
Secteur d'activité: Sécurité et enquêtes
Taille de l'entreprise: 13-50 employés
Traduire en français

General

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 28/06/2019
Provenance de l'avis : Capterra

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.

Traduire en français

Réponse de Apptivo

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 9.0/10

Louise K.
Secteur d'activité: Équipements publics
Taille de l'entreprise: 13-50 employés
Traduire en français

Flexible CRM system and supportive team

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 13/05/2020
Provenance de l'avis : Capterra

Great, really supportive in providing tutorials whilst trying out
Really supporting in on ongoing support and resolving issued - the chat function is great
Jasper - who I dealt with from start to finish has always been willing and able to support

Avantages

Easy to use and intuitive. A challenger to the larger CRM's for sure

Inconvénients

Main dashboards could have some more flexibility.
Overall branding options could be improved.
The news feed could have more formatting options

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Mike C.
Traduire en français

Good but so much opportunity to be so much better

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 16/05/2018
Provenance de l'avis : Capterra

Avantages

I can adapt it to my needs.

I feel that when I make a suggestion for improvement it will genuinely be listened to.

Inconvénients

There are a lot of bugs - this is why I have marked the overall quality down. We are always creating something and then it crashes, or it wont save and we have to start again. Or emails never arrive which causes big problems. Whenever there are updates, something unintentional seems to get affected. Perhaps more testing before going live. It feels a bit unprofessional sometimes.

We can't test our own changes, so when I am updating things and people are using it, it can be disruptive. I really need to make changes and test before going live.

The support is not always perfect. Some times its great, but sometimes I am not understood. The right intentions are always there though.

Traduire en français

Réponse de Apptivo

Hi Mike,

The only way to achieve this would be to have another account that you can use as a test account. It wont have all your production data, but you can certainly use that to test out config changes.

For enterprise accounts (larger than 250 users) we do provide multiple dedicated environments as its pretty normal to have dev, QA and production accounts in that setting.

We are constantly working to improve the quality, while keeping the pace on new features. I totally understand when some of these new releases cause disruption to existing processes, but we are working to make these changes as seamless as possible.

Thank you for your feedback though. We'll continue to refine our execution.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Utilisateur vérifié
Secteur d'activité: Import/Export
Taille de l'entreprise: 13-50 employés
Traduire en français

Great CRM solution for small business

Logiciel utilisé Autre pendant 1 à 5 mois
Publié le 24/03/2020
Provenance de l'avis : Capterra

I think it's really easy to setup and use for less technical people, great for freelancers, small businesses and mom and pop shops who don't need or want data driven CRM systems. If you have a single person who can juggle multiple aspects of customer service it's cost effective or a small team it's worth it.

Avantages

When my client asked me to look into a customer management solution to start to transition away from paper and Excel sheet based documents, I looked into several options including Salesforce. The price was good and comparable to Salesforce but I think many small businesses, your mom and pop shops don't really want or need more in depth data analytics. I think that's where Apptivo is better and easier to use for small business who aren't as data driven.

Inconvénients

What I didn't really like is that for roughly the same annual price per single licence compared to Salesforce was in Apptivo limits the account to a single user. If you have more than one person who handles customer service, marketing, invoicing etc, the cost is a lot more.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation

Probabilité de recommander le produit: 10.0/10

Recommandation utilisateur
8,4/10
Basé sur 328 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

Apptivo - Prix

Apptivo - Prix

À partir de
10,00 $US/mois
Essai gratuit
Gratuit
Abonnement
Rapport qualité-prix
Rapport qualité-prix
4,6/5
Basé sur 328 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

Apptivo - Fonctionnalités

Apptivo - Fonctionnalités

API
Base de données de clients
Base de données de contacts
Champs personnalisables
Enquêtes et feedback
Gestion des calendriers
Gestion des contacts
Importation et exportation de données
Intégration de tiers
Intégration des e-mails
Intégration des médias sociaux
Modèles personnalisables
Notifications automatiques
Paiements électroniques
Rappels
Rapports et statistiques
Rapports personnalisables
Stratégie de marque personnalisable
Suivi des activités
Tableau de bord d'activités
Fonctionnalités
4,2/5
Basé sur 328 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Vidéos et tutoriels

Vidéos et tutoriels

Apptivo - FAQ

Apptivo - FAQ

Voici quelques-unes des questions fréquentes sur Apptivo.

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

Types de licences disponibles pour Apptivo :

À partir de: 10,00 $US/mois

Type de licence: Gratuit, Abonnement

Essai gratuit: Disponible

Q. Quelles sont les principales fonctionnalités du logiciel Apptivo ?

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

Q. Qui utilise Apptivo ?

Utilisateurs habituels du logiciel Apptivo :

Auto-entrepreneurs, Grandes entreprises, Entreprises de taille moyenne, À but non lucratif, PME

Q. Dans quelles langues Apptivo est-il disponible ?

Langues dans lesquelles Apptivo est disponible :

anglais

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

Types de licences disponibles pour Apptivo:

Gratuit, Abonnement

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

Appareils pris en charge par Apptivo :

Android, iPhone, iPad

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

Applications s'intégrant à Apptivo :

ActiveDEMAND, Business Card Reader, Constant Contact, HubSpot CRM, HubSpot Marketing, PieSync, Robly, Wordpress, Wordpress, Xero

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

Ressources d'aide disponibles pour Apptivo :

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