Über Apptivo
Apptivo ist ein leistungsstarkes Marketingwerkzeug, das die Tools einschließlich Lead-Management, eine Opportunity-Pipeline mit intuitiven Dashboards, Kampagnenmanagement und flexible Workflow-Tools einschließlich Marketing Automation bietet. Alles ist von deinem Android- oder iOS-Gerät aus vollständig zugänglich und in Office 365 und G-Suite integriert.
Das Apptivo CRM beginnt mit einem einfachen Kontaktmanagementsystem mit ausgefeilten Integrationen wie der automatischen Verfolgung von E-Mail-Gesprächen oder der automatischen Anrufprotokollierung. Die Lösung bietet ein komplettes Set von Vertriebswerkzeugen für Lead-Management, Aktivitätsverfolgung, Pipeline-Visualisierung und automatisierten Workflow sowie integrierte Angebotserstellung, um Kostenvoranschläge aus der Pipeline zu generieren und professionell gebrandete PDFs per E-Mail an Kunden zu versenden.
Die Apptivo-Apps umfassen auch integriertes E-Mail-Marketing, um gezielte Kampagnen an Kontaktlisten zu starten und genau zu verfolgen, wer die Nachrichten liest. Implementiere Marketing Automation, um detaillierte Sequenzen zu planen, wann das Team bei Interessenten nachfassen sollte und wann diese personalisierte automatisierte Nachrichten erhalten sollen.
Apptivo bietet viel mehr als nur ein CRM. Die Plattform umfasst Apps, die in allen Geschäftsbereichen wie Helpdesk, Rechnungsstellung, Projektmanagement, Beschaffung und mehr helfen. Alle Apps sind so konzipiert, dass sie sich um das CRM herum auflösen und eine vollständige 360°-Sicht auf jeden Kunden bieten.
Mit Apptivo können die Nutzer ihre Unternehmensgebiete, Märkte und Marktsegmente definieren; jede dieser Eigenschaften kann dann zur Suche und Sortierung von Kundenkonten verwendet werden. Unternehmen können nicht nur festlegen, wer ihr Produkt wo kauft, sondern auch die Branche, zu der das Konto gehört, an einem Ort definieren.
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- Branche: Maschinerie
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Technical Help
Bewertet am 22.7.2020
We started to use Apptivo for tracking of leads. Now we have moved into using it for a full CRM...
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.
Vorteile
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.
Nachteile
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.
- Branche: Maschinerie
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Apptivo is THE Best CRM Software System Available!!
Bewertet am 18.6.2021
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!
Vorteile
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.
Nachteile
NONE! There are no cons with Apptivo! The system is EXCELLENT!
Warum Apptivo gewählt wurde
ACT! is a waste of money! DO NOT BUY ACT!Zuvor genutzte Software
Act!Gründe für den Wechsel zu Apptivo
Better customization, easier to use, licensing was the least expensive, cloud-based, 24/7 customer service support at no extra charge.
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
We've been using Apptivo to manage our networking group for invoicing and also guest management
Bewertet am 7.5.2018
It has great time-saving features but has been "glitchy" after having worked successfully in the...
It has great time-saving features but has been "glitchy" after having worked successfully in the past.
Vorteile
Comprehensive tool that allows us to create templates for just about everything we need from weekly updates, quarterly & annual invoicing, guest followup and reminders. Also, let's us automate generation of invoices. Great to have a history of current & past members & guests.
Nachteile
Seemed to work find for the first few years but in the last 1-2 years there have been anomalies in invoicing: past due amounts were incorrect and have had to reach out to customer support several ties on this... We are not paying for the service (so I guess we don't have the right to complain) but it has been an issue to trouble-shooting the problems. Customer support has been responsive but resolution of the issues has sometimes been slower than I'd like. I've had to create work-arounds to resolve some of the issues.
Antwort von Apptivo
Hi Susan,
We've improved the technology quite a bit and have also added a lot of new features. Some training may help to get used to getting your work done in the current version as it stands.
We have not discontinued any working features unless we are able to provide a much better flow and it was impossible to keep both the old and new features to coexist.
Certainly feel free to reach out to us to schedule additional training.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 501–1 000 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 10.0 /10
Provides a Complete Solution!
Bewertet am 2.3.2023
Apptivo is a highly recommended software for all the businesses looking to improve their workflows...
Apptivo is a highly recommended software for all the businesses looking to improve their workflows and increase productivity. It offers very impressive features like CRM, project management, lead management, sales tracking, invoicing, etc. I like the customization features which allows you to customize your dashboard as per your needs.
Vorteile
It's an excellent software that provides a wide range features that helps you in automate your business workflows. The Software is very easy to use and offers user-friendly interface.
Nachteile
We can't list any major issue as it's provides great support and customized options. Yes, SOme minor issues detected but that will not affect your work.
- Branche: Sicherheit & Untersuchungen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
General
Bewertet am 28.6.2019
Slow. Very pleased with how things work, but it took a little while to get used to the interface. ...
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.
Vorteile
The variety of features that cover Sales to Finance. The value of the apps that are offered fits perfectly into our organization.
Nachteile
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.
In Betracht gezogene Alternativen
Zoho CRM, Freshsales, Salesforce Sales Cloud und HubSpot Sales HubWarum Apptivo gewählt wurde
Needed a more feature rich applicationZuvor genutzte Software
Microsoft ExcelGründe für den Wechsel zu 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.Antwort von 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
Apptivo Häufig gestellte Fragen
Weiter unter folgen häufig gestellte Fragen über Apptivo.F. Welche Preispläne bietet Apptivo an?
Apptivo bietet folgende Kostenpläne an:
- Ab: $ 10,00/Monat
- Preismodell: Kostenlose Version, Abonnement
- Gratis Testen: Verfügbar
F. Wer sind die typischen Nutzer von Apptivo?
Apptivo hat die folgenden typischen Kunden:
2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000
F: Welche Sprachen werden von Apptivo unterstützt?
Apptivo unterstützt die folgenden Sprachen:
Englisch
F. Unterstützt Apptivo mobile Geräte?
Apptivo unterstützt die folgenden Geräte:
Android (mobil), iPhone (mobil), iPad (mobil)
F. Mit welchen anderen Applikationen integriert Apptivo?
Apptivo kann in folgende Anwendungen integriert werden:
Asterisk, Authorize.Net, Dropbox Business, Gmail, Google Calendar, Google Contacts, Google Drive, Google Forms, Google Maps, Google Workspace, Microsoft 365, Microsoft Outlook, Nexmo Voice API, OneDrive, Operations Hub, PayPal, QuickBooks Online Advanced, RingCentral Engage Voice, Sign.co, Slack, Stripe, WordPress, Xero, Yahoo Small Business
F. Welche Varianten der Kundenbetreuung bietet Apptivo an?
Apptivo bietet folgende Optionen für Kundensupport:
E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Telefon-Support, 24/7 Live-Support, Chat
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- CRM Software für Banken & Finanzdienstleister
- Inside-Sales-Software
- Wissensdatenbank Software
- Sales Tracking Software
- CRM Software für Versicherungen
