Apptivo

4,4 (712)
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CRM para administrar cuentas de clientes.

Calificación general

4,4 /5
(712)
Relación calidad-precio
4,7/5
Funcionalidades
4,3/5
Facilidad de uso
4,2/5
Asistencia al cliente
4,7/5

91%
de los usuarios recomienda esta aplicación
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712 opiniones

Manuel
Manuel
Calificación general
  • Sector: Hospital y atención sanitaria
  • Tamaño de la empresa: 501-1.000 empleados
  • Software usado Semanalmente durante Prueba gratis
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Buena opción

Revisado el 28/12/2022

Buena de gran ayuda en la gestión de correos electrónicos

Buena de gran ayuda en la gestión de correos electrónicos

Puntos a favor

Su gestion de contactos importacion y exportación de datos es buena

Desventajas

Nada que objetar de el funciona bastante bien

Sunil
Sunil
Calificación general
  • Sector: Bienes de consumo
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado Semanalmente durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

Decent Suite of Productivity Apps

Revisado el 31/3/2020

I would give this 4 out of 5. I love the fact that it is offered for FREE for up to 3 users so...

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.

Puntos a favor

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.

Desventajas

Some of the templates such as purchase order, packing slip are hard to customize. Some of the fields do not display consistently.

Marc
Calificación general
  • Sector: Construcción
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la opinión

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 8.0 /10

Apptivo Training and Configuration Support

Revisado el 9/2/2023

In general, a very positive experience. I have found the online "chat" support to be hit and miss,...

In general, a very positive experience. I have found the online "chat" support to be hit and miss, with a lot of the agents not having much knowledge in helping solve the problem at hand. Conversely, the "paid" configuration support has been generally excellent. My configuration support rep ("[sensitive content hidden]") has been a tremendous help in custom configuration assistance.

Puntos a favor

The "all-in-one" aspect of various business modules makes this more than just a CRM tool.

Desventajas

Some of the relationships between fields in the various modules do not work as advertised and/or need work-arounds in the configuration

Alternativas consideradas

Zoho CRM

Razones para elegir Apptivo

Prophet user interface (through Outlook) was lacking, plus it didn't have all the other customer interface modules (order management, work order management, etc.) that Apptivo has. In general, the user interface of Apptivo is far superior to Prophet as well as response times for entering / retrieving information.

Software anterior

Prophet CRM

Razones para cambiar a Apptivo

Far superior in terms of customer support, usability, and overall price.
Sean
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 opinión

Calificación general

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

Decided to switch to something else

Revisado el 2/4/2019

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.

Desventajas

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

Veronica
Calificación general
  • Sector: Administración educativa
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Excellent first CRM for small companies

Revisado el 21/1/2022

Puntos a favor

Apptivo allows for a broad range of customization possibilities, making it an excellent out-of-the box option for companies transitioning to a first CRM system.

While other competitors may have sleeker design, the consistency of page layouts and button placement was a huge plus for our inter-generational team and made it easier to manage the transition to an online software after years of working with excel and google docs.

The settings interface within each app makes it very easy to learn how to customize basic field, views, and list options - meaning that smaller companies can look to train someone from within to work alongside Apptivo, instead of needing to hire an external administrator.

The Apptivo team is always HIGHLY responsive. From the initial demonstration walk throughs to fine tuning system design and troubleshooting problems, I have found their customer service to be excellent. [SENSITIVE CONTENT] and to all the others working behind the scenes to help us at the different stages of our projects, THANK YOU!

Most of all, I appreciate that Apptivo continues to improve on their product. Throughout the nearly 3 years I have worked with them, the system has developed to continously offer more features.

Desventajas

As with any option in this price category, there are occasional bugs. Reporting them to Apptivo generally results in a very quick fix.

Slow load times - it has improved somewhat, but still pages sometimes lag.

Alternativas consideradas

Zoho CRM, Salesforce Sales Cloud y HubSpot CRM

Razones para cambiar a Apptivo

Our business operations are highly integrated across recruitment, sales, and project management. Most competitors package these separately at additional costs for each area of business process. With Apptivo, we found that the price packages are highly suitable for small businesses with staff repsonsibilities crossing over different business areas. Also, we liked the design as a transition for our team. While some competitors have more modern designs, there often is inconsistency in button placement depending on the operation being effected. With an intergenerational team, we appreciated the consistent design across Apps in Apptivo.
Dave
Calificación general
  • Sector: Seguridad informática y de redes
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Exceptional assistance from Gowmi on recent invoice generation issue

Revisado el 20/8/2019

Overall, the wide array of software modules and features contained within each have helped us...

Overall, the wide array of software modules and features contained within each have helped us reasonably well over the past couple years to centralize our product and client billing functions.

Puntos a favor

Wanted to give a special thank you to Gowmi, who walked us through - and promptly adjusted templates for us relating to - a specialized case in the creation and sending of a partial payment invoice. We depend on Apptivo for most CRM functions, but we often have special case situations that need a deeper dive - and the present case was one of those. Gowmi took all of the time necessary to view my screenshots and descriptions, research the underlying problem, make changes to the templates we were using, and answered all of my follow-up questions. The problem was resolved in a timely manner, and we got the right information to our client as a result. What more can you ask for? Gowmi, thank you very much again!

Desventajas

We are into our 3rd year using the paid version of Apptivo. Over this period of time, we've had a moderate number of chat-based technical support issues that we've tried to resolve. Unfortunately, I've learned that if it gets to the point where the tech support team member is compelled to write a support ticket after exhausting their own team's resources, we typically never hear back again as follow-up to the ticket generation. Beyond that, admin users do not get the benefit of seeing any kind of "Your current open support tickets and progress" page that would give us some reassurance that tickets were actually being worked on by the senior support and developer teams. This has been a significant Achilles' heel in an otherwise very functional platform.

Respuesta de Apptivo

Hello Dave,

Thank you so much for taking the time to post this review! Our team is thrilled that you were happy with your experience with one of our support representatives. We understand and will collect your feedback regarding followups on tickets to notify our teams accordingly. Thank you so much again!

Team Apptivo

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 opinión

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 2/4/2021

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.

Desventajas

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

Razones para elegir Apptivo

Very intuitive overall. It's great how all the apps integrate and work with the others. It's very nice to have so much functionality in one place.

Razones para cambiar a Apptivo

Everything I need in one app at one monthly price. Not nickel & dime like the others for the same functionality.
Marisa
Calificación general
  • Sector: Gestión de organizaciones sin ánimo de lucro
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la opinión

Calificación general

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

SDFRA Review of Apptivo

Revisado el 16/2/2021

The overall experience has been great! By building this project with the Apptivo team, we were able...

The overall experience has been great! By building this project with the Apptivo team, we were able to update our claims system and member database system, which was 12 years old. We can now run reports, track membership dues, grants provided to the members, communicate, document, run checks, etc. This system is very robust, and that is what we asked of the Apptivo team.

We are still working on the project and just launched our "go-live" in-house and are very happy with it so far.

Puntos a favor

The most impactful feature of the Apptivo app is the administration and membership portal access. We have approximately 1,300 that will be utilizing this application. The membership side product is very straightforward; thank you to the Apptivo team for allowing our team to provide our feedback and fix any issues quickly for us to test. The integration of the new system was very smooth and almost seamless during the transition.

Desventajas

Our system was custom built to meet our needs. We would like to see specific items more automatic, and the Apptivo team is still working on making these features in for us.

Alternativas consideradas

Salesforce Sales Cloud

Razones para elegir Apptivo

The old system that we had been using is out-of-date and around 12-years-old. There were many glitches, and it did not allow for updates to be made. We were unable to track membership dues, and many members had fallen off without our knowledge. Our reports were minimal and not what we currently need.

Razones para cambiar a Apptivo

We chose Apptivo because their customer service stood out to our organization. From the start, the Apptivo team has been great at communicating with our team and meeting our expectations for this project build.
Usuario verificado
Calificación general
  • Sector: Importación y exportación
  • Tamaño de la empresa: 11-50 empleados
  • Software usado Otro durante 1-5 meses
  • Fuente de la opinión

Calificación general

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

Great CRM solution for small business

Revisado el 24/3/2020

I think it's really easy to setup and use for less technical people, great for freelancers, small...

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.

Puntos a favor

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.

Desventajas

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.

Usuario verificado
Calificación general
  • Sector: Servicios financieros
  • Tamaño de la empresa: 5.001-10.000 empleados
  • Software usado A diario durante Prueba gratis
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

import leads

Revisado el 9/9/2020

very good customer support

very good customer support

Puntos a favor

Assistance in correcting my import error most helpful

Desventajas

email interface may be an issue for using program

Tom
Calificación general
  • Sector: Automoción
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

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

Very easy to use all in one solution

Revisado el 15/5/2023

Very positive the support team are amazing

Very positive the support team are amazing

Puntos a favor

Easy to use, all-in-one system, great, fast support

Desventajas

It's a little bit slow and the look and feel is old fashioned

Alternativas consideradas

Vtiger CRM

Razones para cambiar a Apptivo

iT WAS MORE FLEXIBLE AND CUSTOMISABLE
Maira
Calificación general
  • Sector: Seguridad e investigaciones
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

Flexible Software Platform

Revisado el 16/11/2022

Cloud-based product is easy to use from anywhere, including mobile device. We required significant...

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!

Puntos a favor

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.

Desventajas

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.

Alternativas consideradas

Salesforce Platform

Razones para elegir Apptivo

Obsolescence

Razones para cambiar a Apptivo

Price relative to the feature set we required at the given time.
Lori
Calificación general
  • Sector: Investigación
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

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

Great Product

Revisado el 11/8/2022

Overall, this product has streamlined and simplified the way we do business, contact our clients,...

Overall, this product has streamlined and simplified the way we do business, contact our clients, and regulate their access to data.

Puntos a favor

Apptivo CRM is very user friendly. It is also very flexible so it can suit your business the way you do business

Desventajas

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.

Lucious
Calificación general
  • Sector: Administración educativa
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

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

Here's What You Need to Know

Revisado el 13/1/2020

Fulfilling

Fulfilling

Puntos a favor

Do not be decieved by Apptivo's simple interface. It is POWERFUL. Imagine having Sales Force, Mailchimp, Quickbooks all combined into one application that works on all types of devices.

That is what apptivo is. I like the fact that there is an app for everything within the Apptivo app itself, and all those apps are free!

I like that when i'm customsing and i spot an issue, i click the help button and [SENSITIVE CONTENT HIDDEN] or another support team come online in literally 12 seconds and tell me how to solve the problem.

I like the fact that i'm paying just 20 dollars for this instead of 120 dollars per user for sales force.

I like the fact that i can customise invoices, set up email templates, set up triggers so whenever i create a type of customer a special type of email is sent from a special address.

If i keep going on, i won't stop

Desventajas

I really can't think of anything. Maybe i do not really like when i cant find a feature, but when i report it, 10 days later i get an email that feature was added. So they solved that problem

Alternativas consideradas

Zoho CRM

Razones para elegir Apptivo

Tooe xpensive

Razones para cambiar a Apptivo

personal onboarding. pricing and customer support
Paula
Calificación general
  • Sector: Consultoría de gestión
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Really helpful chat & Support function

Revisado el 13/6/2023

Puntos a favor

Really helpful and fast responsive chat and support. Always seem to resolve any issues. So glad to have the feature

Desventajas

Doesn't connect with LinkedInThe sales funnel is convoluted

Mathew
Calificación general
  • Sector: Medios de difusión
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la opinión

Calificación general

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

GreatCost Effective Alternative to Hubspot

Revisado el 30/4/2023

Puntos a favor

You need a CRM! But you don't exactly need one with a price tag like hubspot. Apptivo was able too offer all the features I needed at a price that made sense. The platform is designed to grow with your business and remain affordable while keeping you competitive. Customer service is easily accessible and very friendly. Apptivo is worth the test drive....

Desventajas

There is a noticeable lack of social media management tools, which may be the only edge something like Hubspot can offer over Apptivo

Krista
Calificación general
  • Sector: Construcción
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 5.0 /10

Learning how to use the system

Revisado el 17/7/2023

So so, so far

So so, so far

Puntos a favor

So far, the customer support. The person was helpful.

Desventajas

Not knowing where to find things. I cam in after they were using it and I have to clue how to use it.

Mitch
Calificación general
  • Sector: Construcción
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Inclusive Business suite

Revisado el 28/2/2023

Overall, Apptivo is still a fantastic system and the customer service has been amazing. To...

Overall, Apptivo is still a fantastic system and the customer service has been amazing. To integrate all of our working systems in to one and tailor to our business needs is still a fabulous achievement.

Puntos a favor

Apptivo is a fantastic system which incorporates many areas of our business in to one system. Previously we were paying for various online packages such as a CRM System, Invoicing package, HR system etc, but now we have one system to all.

Desventajas

As the Apptivo packages are separate apps, it took a while to create the flow that suits our business and moving information between the apps is not seamless and to date is still not 100%. Given this was a tailored package, i did expect seamless integration between all the apps.

Tim
Calificación general
  • Sector: Petróleo y energía
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 9.0 /10

Knowsley

Revisado el 23/2/2023

Puntos a favor

Easy to use, good value for money, flexible

Desventajas

Estimates App not talking to Opportunities App , i.e. updating information once Estimates App

Stephanie
Calificación general
  • Sector: Electrónica de consumo
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la opinión

Calificación general

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

Great Customer Service

Revisado el 15/3/2023

Puntos a favor

very customisable, easy to use for a beginner

Desventajas

I dont think there is anything i didn't like

Vernessa
Vernessa
Calificación general
  • Software usado Semanalmente durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

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

Revisado el 20/6/2018

I was using Teamwork (formerly Teamwork PM) for project management, a local install of vTiger CRM...

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).

Puntos a favor

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.)

Desventajas

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).

Respuesta 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

Olivier
Olivier
Calificación general
  • Sector: Formación profesional y coaching
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Great experience

Revisado el 20/2/2019

We are a small & medium company located in Europe with subsidiaries in US and Asia. We were looking...

We are a small & medium company located in Europe with subsidiaries in US and Asia. We were looking for a provider which could (1) allow each subsidiary to view each other's customers (to increase the lead generation); (2) enable us to standardize our data (previously we were entering data into Excel without proper format); (3) facilitate data analysis and (4) enable us to streamline and automatize as much as possible the process from price offer to invoicing.
After extensive research, we selected Apptivo for our CRM solution. Having to deal with lots of lists of companies from different countries, dealing with multiple currencies, it was not easy to find a CRM which is easy to use, affordable and yet can meet our demand. We have been using Apptivo for one year now and we are very happy with our choice. It was a necessary step to professionalize our business process.
There is probably much more we can do with the application which we haven't explore yet. We are now using CRM, HR, Suppliers, items and Invoicing app within Apptivo.

Puntos a favor

Easy to use, flexible, great value for money, great support (very friendly and quick), easy to import/export your data back into Excel.

Desventajas

We found a few small glitches (no space between "Mr." and "Name" when exporting the fields; or one functionality in invoicing did not work), but the support team was very quick in fixing those.

Respuesta de Apptivo

Hi Olivier!
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. I am very glad to read that our support team provided great service. We would continue to provide all of our customers with the same amazing experience. You can always get us on online chat (24/7) or write a note to support@apptivo.com.
Thanks again!

Rob
Rob
Calificación general
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

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

Best Bang for the buck on the market! Adaptability and ease of use with scalability!

Revisado el 1/5/2018

Functionality and accurate data collection that was flexible to meet my needs! Hands down the best...

Functionality and accurate data collection that was flexible to meet my needs! Hands down the best solution on the market for the price point!

Puntos a favor

Ease of USE and layout modifications! The layout is so easy and adaptable to collect the information simply from other users. Databases are only as good as the information you put into them. Apptivo makes it so SIMPLE getting the info in and thus making it powerful!

Desventajas

Very few, because it is cloud-based they are constantly adding customization features and options and sometimes the functional icons show up in the Customization Settings of the Administrator and there is no documentation for the new functionality as of yet. I would much rather have this problem than them not update the customization functionality though. This database is unbelievably scalable and constantly improving!

Respuesta 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

Chris
Calificación general
  • Sector: Comercio mayorista
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Value and Versatility

Revisado el 1/1/2023

I am happy.

I am happy.

Puntos a favor

Apptivo can be configured to suite your needs

Desventajas

The layout and flow is a bit outdated and sometimes the custom configuration needs tech support

Alternativas consideradas

monday.com
Dean
Calificación general
  • Sector: Deportes
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

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

Apptivo - plenty of features for sensible outlay

Revisado el 16/10/2020

I have had a few issues but cannot fault the 24/7 chat support and they have always helped solve...

I have had a few issues but cannot fault the 24/7 chat support and they have always helped solve the issues I have encountered.

Puntos a favor

I wanted a CRM system that was able to do quotes and invoices. Apptivo ticks this box - other competitors can offer this but much more expensive and way out of budget for small company like mine.

Desventajas

Setting up templates for each app.
Only links to Office 365 and not MS Office 2019

Alternativas consideradas

HubSpot CRM

Razones para elegir Apptivo

Goldmine and Quotewerks are great but too expensive as a single user in a small business

Razones para cambiar a Apptivo

Price and features