Apptivo


Apptivo Logo

 

528 Bewertungen (4,5/5)
 
Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM) applications provide modules for contact management, lead management, opportunity management and customer service ticket management. Marketing applications include campaign management, lead segmentation and loyalty management. Businesses can select necessary applications and omit applications they do not need. Other applications include expense reports, license and insurance tracking, sales planning and territory management, cash management and budgeting. Users can access Google app integrations for Drive, Calendar and Tasks, and mobile apps are also available. Pricing is per user per month, billed annually.
 

Apptivo - Agenda
 
  • Apptivo - Agenda
    Agenda
  • Apptivo - Customer 360 view
    Customer 360 view
  • Apptivo - Customer news feed
    Customer news feed
  • Apptivo - Lead email templates
    Lead email templates
  • Apptivo - Opportunity sales funnel
    Opportunity sales funnel
  • Apptivo - Performance dashboard
    Performance dashboard
Unterstützte Betriebssysteme:
Mac OS, Webbrowser (OS-agnostisch), Window 8, Windows 10

528 Bewertungen über Apptivo

 

Marisela E.

28.11.2016

28.11.2016

Quelle der Bewertung: GetApp

Customer Support is very Responsive

Übersetzen auf: Deutsch
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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!

Vorteile

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.

Nachteile

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.

Empfehlung für andere Nutzer

Yes, great program for all your CRM needs.

Mark P. Branche: Versicherung Anzahl der Mitarbeiter:  11-50 Mitarbeiter Mitarbeiteranzahl:  11-50 Mitarbeiter

17.2.2021

17.2.2021

Quelle der Bewertung: Capterra

Great CRM software with excellent service

Übersetzen auf: Deutsch
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As a group insurance provider, Apptivo has met our objectives and continues to service our account well. Our overall experience with Apptivo has been excellent.

Vorteile

Our implementation team was great. They spent a lot of time tailoring Apptivo exactly to our business. We did not have to make our business fit their software, they fit Apptivo to our business. The Apptivo team is still available to help, so service is excellent. It is so customizable and easy for our own team make changes to fields, views and screens. Very intuitive. Anything I need help with the Apptivo team is available.

Nachteile

I haven't found anything I don't like yet, because each customization I need, they are able to accommodate.

Sean C. Branche: Informationstechnologie & -dienste Anzahl der Mitarbeiter:  Selbstständig Mitarbeiteranzahl:  Selbstständig

2.4.2019

2.4.2019

Quelle der Bewertung

Decided to switch to something else

Übersetzen auf: Deutsch
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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.

Vorteile

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.

Nachteile

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.

Übersetzen auf: Deutsch

Antwort: Apptivo 20.6.2019

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

Marisa N. Branche: Non-Profit-Organisation Management Anzahl der Mitarbeiter:  11-50 Mitarbeiter Mitarbeiteranzahl:  11-50 Mitarbeiter

16.2.2021

16.2.2021

Quelle der Bewertung: Capterra

SDFRA Review of Apptivo

Übersetzen auf: Deutsch
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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.

Vorteile

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.

Nachteile

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.

Brett W. Branche: Bau Anzahl der Mitarbeiter:  51-200 Mitarbeiter Mitarbeiteranzahl:  51-200 Mitarbeiter

17.1.2021

17.1.2021

Quelle der Bewertung: Capterra

If you need something customized to your business it doesn't get better!

Übersetzen auf: Deutsch
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This company is fantastic and a complete joy to work with. Very courteous and fast to correct issues as they arrive. Communication was fantastic.

Vorteile

The company does everything in their power to personalize your experience for your needs instead of trying to force your needs into their locked system. Very customizable and if they can't do what you need they will do what they can to implement it later.

Nachteile

A bit slow on page changes, updates, and downloads. They need a more robust system and servers.