Cos'è Apptivo?Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.
Chi utilizza Apptivo?
We serve businesses of all shapes and sizes. From independent consultants to billion dollar enterprises, Apptivo offers over 60 business apps that are highly configurable for most types of companies.
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Recensioni su Apptivo
Apptivo User Review
Customer Support is very Responsive
Commenti: 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!
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.
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.
Flexible Software Platform
Commenti: Cloud-based product is easy to use from anywhere, including mobile device. We required significant system customizations and most were successfully implemented. While we have trouble resolving issues using Apptivo's general Tech Support chat function (probably due to our breadth of customizations), our PM and Apptivo's technical team always provide good support when we have issues to address!
Its ability to accommodate the range of sales and technical information we track in a CRM. The Apptivo team was willing to affordably undertake necessary customizations to tailor the product to our business model.
Certain basic tools (i.e. drag and drop column-builder) are not features of this system. List upload function is complex. Mobile functionality is somewhat limited. Outlook integration is less user-friendly / flexible than ideal. Reporting functionality is limited without customized reports.
Commenti: Not great. Wouldn't recommend to further clients. Customer help kept repeating the same thing which didn't help. Gave up on the connection.
I liked the fact that it linked through to xero, however I can't get it to connect correctly.
The fact I can't get it to connect to xero and is clunky in that area.
Commenti: Overall, this product has streamlined and simplified the way we do business, contact our clients, and regulate their access to data.
Apptivo CRM is very user friendly. It is also very flexible so it can suit your business the way you do business
If I feel like there is something missing, I can report it to Apptivo and they usually put it in their pipeline and add it to the software.
Decent Suite of Productivity Apps
Commenti: I would give this 4 out of 5. I love the fact that it is offered for FREE for up to 3 users so great for small start up companies. There are tons of apps you can add and customize per your needs.
One stop shop for many productivity apps such as supply chain, CRM, HR, Accounting etc. Customer service are always available via chat and very helpful. They will even do screen share and troubleshoot the issues.
Some of the templates such as purchase order, packing slip are hard to customize. Some of the fields do not display consistently.
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