Sobre 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.

Precios desde:

US$10,00/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Las 5 mejores alternativas a Apptivo

Beneficios clave de 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

Dispositivos

Tamaño de la empresa

P M G

Disponible en los países siguientes

Australia, Brasil, Canadá, China, Alemania y otros 5, Reino Unido, India, Japón, México, Estados Unidos

Idiomas admitidos

inglés

Precios desde:

US$10,00/mes

  • Versión gratuita
  • Prueba gratis
  • Suscripción

Las 5 mejores alternativas a Apptivo

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Funciones

Funcionalidades totales de Apptivo: 43

  • API
  • Acceso móvil
  • Almacenamiento de documentos
  • Análisis de evolución de ventas
  • Automatización de marketing
  • Autorizaciones basadas en roles
  • Búsqueda/filtro
  • Campos personalizables
  • Captura de clientes potenciales
  • Creación de informes y estadísticas
  • Creación de informes/análisis
  • Cualificación de leads
  • Distribución de clientes potenciales
  • Generación de clientes potenciales
  • Gestión de actividades
  • Gestión de calendarios
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Gestión de correo electrónico
  • Gestión de flujos de trabajo
  • Gestión de oportunidades
  • Gestión de tareas
  • Gestión del pipeline
  • Gestión del pipeline de ventas
  • Gestión del territorio
  • Importación y exportación de datos
  • Informes de ventas
  • Informes del pipeline
  • Informes personalizables
  • Integraciones de terceros
  • Integración de chat interno
  • Marketing por correo electrónico
  • Modelos personalizables
  • Panel de actividades
  • Plantillas de correo electrónico
  • Presupuestos y estimaciones
  • Previsión
  • Recordatorios
  • Segmentación
  • Seguimiento de interacciones
  • Seguimiento de recomendaciones
  • Sincronización de calendario
  • Sistema de calendarios o recordatorios

Alternativas

Zoho CRM

4,2
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Salesforce Sales Cloud

4,4
#2 alternativa a Apptivo
¿Has visto las soluciones para pequeñas empresas de Salesforce? Sales Cloud es una plataforma de CRM personalizable que...

Pipedrive

4,5
#3 alternativa a Apptivo
Pipedrive es una herramienta de gestión de canales y CRM para equipos de ventas de tamaño pequeño y mediano que ayuda a...

Insightly

3,9
#4 alternativa a Apptivo
Haz crecer tu negocio más rápido que nunca creando relaciones más sólidas con los clientes y gestionando las...

Opiniones

Calificación general

4,4 /5
(563)
Relación calidad-precio
4,7/5
Funciones
4,3/5
Facilidad de uso
4,2/5
Asistencia al cliente
4,7/5

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Mostrando 5 opiniones de 563
Don L.
Calificación general
  • Sector: Maquinaria
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Apptivo is THE Best CRM Software System Available!!

Revisado el 18-06-2021

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!

Puntos a favor

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.

Puntos en contra

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

Heath B.
Calificación general
  • Sector: Alimentación y bebidas
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Designed for us

Revisado el 26-07-2021

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.

Puntos a favor

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.

Puntos en contra

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.

Sean C.
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 1.0 /10

Decided to switch to something else

Revisado el 02-04-2019

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.

Puntos a favor

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.

Puntos en contra

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.

Respuesta de 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

Chris R.
Calificación general
  • Sector: Administración educativa
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

New CMS software

Revisado el 06-05-2021

Apptivo has enabled us to maintain and improve our diary management, transitioning away from a much...

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.

Puntos a favor

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!

Puntos en contra

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.

Usuario verificado
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 10.000+ empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Before you purchase a CRM solution, You really have to check this out!!!

Revisado el 02-04-2021

So far, everything's been great. It's been very easy to setup as I want. When I've had questions,...

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.

Puntos a favor

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.

Puntos en contra

Some of the apps are not quite as intuitive as some others, but that's to be expected considering their business purpose.

Mostrando 5 opiniones de 563 Todas las opiniones

Preguntas frecuentes sobre Apptivo

He aquí algunas preguntas frecuentes sobre Apptivo.

Apptivo ofrece los siguientes planes de precios:

  • A partir de: US$10,00/mes
  • Modelo de precios: Versión gratuita, Suscripción
  • Prueba gratis: Disponible

Los clientes habituales de Apptivo son:

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

Apptivo admite los siguientes idiomas:

inglés

Apptivo admite los siguientes dispositivos:

Android (móvil), iPhone (móvil), iPad (móvil)

Apptivo se integra con las siguientes aplicaciones:

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 ofrece las siguientes opciones de asistencia:

E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Asistencia telefónica, Aistencia 24/7, Chat

Categorías relacionadas

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