Über Apptivo

A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.

Erfahre mehr über Apptivo

Vorteile:

A impressive level of integration into other platforms and customization.

Nachteile:

Some features are missing (Round Robin algorithm, duplication filter, etc).

Bewertungen zu Apptivo

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,2
Kundenservice
4,7
Funktionen
4,3
Preis-Leistungs-Verhältnis
4,7

Weiterempfehlungsquote

8,5/10

Apptivo hat eine Gesamtbewertung von 4,4 von 5 Sternen basierend auf 645 Nutzerbewertungen auf Capterra.

Hast du Apptivo bereits verwendet?

Teile deine Erfahrungen mit anderen Softwareinteressenten.

Nutzerbewertungen filtern (645)

Marisela
Marisela
USA
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: GetApp

Customer Support is very Responsive

5,0 vor 6 Jahren

Kommentare: 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.

Sunil
Sunil
Manager in USA
Verifizierter Nutzer auf LinkedIn
Konsumgüter, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Decent Suite of Productivity Apps

4,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Peter
Project Manager - Apptivo Account Manager in Kenia
Marketing & Werbung, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

In Betracht gezogene Alternativen:

Apptivo Support Review

4,0 letzten Monat Neu

Kommentare: Great experience in overall;

Vorteile:

Highly customizable Has a variety of applications to utilize It's value for money Incorporates a lot of events and triggers

Nachteile:

It's a bit complicated for first time users- The settings option is broad.

Liam
Vehicle adaptation engineer in UK
Automotive, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Disabled care and mobility

3,0 vor 2 Wochen Neu

Kommentare: Not great

Vorteile:

Pos side is easy

Nachteile:

The work orders and how everything is long winded and just backwards.

Rachael
VP/General Mgr in USA
Krankenhausversorgung & Gesundheitswesen, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Intuitive Software with Good Customer Service

5,0 vor 3 Monaten

Kommentare: Apptivo allows us to utilize and provide reporting (snapshots of our progress) easily within one application.

Vorteile:

Our implementation specialist who helped us set everything up was great. Really like the in-depth customization options as well.

Nachteile:

Would love to see a mapping tool to use when scheduling appointments for customers close to one another.

Jan
Senior Advisor in Niederlande
Essen & Trinken, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Flexibility

4,0 letzten Monat Neu

Kommentare: Am still in the phase of setting up the system. So far its very flexible and helpdesk is great.

Vorteile:

The flexibility of the program and direct helpdesk available

Nachteile:

The learning curve is a bit more steep as i thought.

Sal
CEO in USA
Unterhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

good review

5,0 letzte Woche Neu

Vorteile:

Everything about this product works especially since it is customizable

Nachteile:

nothing to be improved at this time, but will keep you posted.

Alan
Director in UK
Sicherheit & Untersuchungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Exceptional Customer service

4,0 letzten Monat Neu

Kommentare: Ease of adding new customers, creating work orders quotes and invoices, very intuitive

Vorteile:

When looking for a CRM System it was important that we were able to connect with our blue chip customers, Site address - Billing address - communication address were critical in choosing the correct CRM After extensive searching Apptivo was the only CRM that provided the 3 address fields we required. Any CRM has its glitches, The customer service from Apptivo is always a click away, professional courteous and efficient

Nachteile:

We do not use the CRM to its fulliest capability.

David
General Manager in Australien
Schreiben & Editieren, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Love Apptivo

5,0 vor 7 Tagen Neu

Vorteile:

I like its sandbox features in that I can create interfaces that are meaningful to our company.

Nachteile:

It's comprehensive features can be overwhelming at the start. But, once you learn one app and how to set it up all the others are straight forward.

Jose
Territory Sales manager in USA
Maschinerie, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Apptivo Support

5,0 vor 2 Monaten Neu

Vorteile:

The support system and the people in support are outstanding. I just had[SENSITIVE CONTENT] help me with an issue and within a few minutes she had on the right path.

Nachteile:

When looking at a customer in the initial abbreviated screen, it would be nice if it also listed the contacts and contact information instead of having to jump to the detail screen

Veronica
Consultant in Kanada
Bildungsmanagement, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Excellent first CRM for small companies

4,0 vor 7 Monaten

Vorteile:

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.

Nachteile:

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.

Kristin
marketing consultant in USA
Non-Profit-Organisation Management, 2-10 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

Always surprising me with it's capabilities!

5,0 vor 6 Monaten

Kommentare: The [SENSITIVE CONTENT] of the rescue is not tech savvy and is constantly on the road picking up feral cats, taking cats to the vet, managing the foster network, running the operations of the rescue and setting up appointments for adoption interviews. She needs as much information at her finger tips (smart phone, ipad or laptop computer) as she can get. The goal is to use Apptivo to reduce her workload, help her be more organized and reduce her driving around just to pick up files from various people just to have the data she needs on any given day. We are using Apptivo to enter all the data we can so she can update data and status's on the road in her free time. Also so she doesn't have to send as many texts and emails to get answers because all the answers she needs will already be data entered into Apptivo.

Vorteile:

The ability to CUSTOMIZE! Customized fields for contacts, companies and I can make my own custom apps! Also customer service and the engineering teams are top notch! 24/7 support. 90% of the time they can help me. The 10% of the time they can't and refer me to engineering for unique situations the engineering team is great at reaching out to me quickly to resolve the problem. Not a perfect app, but they are receptive to suggestions and ideas. They work to implement user suggestions. I've seen them implement my ideas from using them with my company.

Nachteile:

No way to track ages by birthdate. Yes, you can use a date field to track birth dates, but I need a field that shows me a client's CURRENT AGE based on their birthdate field. With hundreds of children clients in my database it's super important to know who has a birthday coming up and how old they are exactly on any given day. It would be even better if the birthday field was set up so you could set alerts/reminders that birthdays are coming up that month, that week and today. Remembering a kid's birthday means the world to them! We also are trying to find homes for cats. They too age every day. Knowing their current age is super helpful when trying to find them homes. With hundreds of cats that are in our system that we are trying to place we need a quick view of all the cats and correct CURRENT age based on their birth date.

Gina
Product Owner in USA
Informationstechnologie & -dienste, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Exceeded Expectations

5,0 vor 12 Monaten

Kommentare: The onboarding team was wonderful and addressed every issue that came up. They were incredibly responsive and Apptivo delivered on all the features we wanted/needed. Apptivo is an absolutely critical part of our business at every level. From lead management, to sales and quoting, to implementation and onboarding of new customers. It is so much more than a CRM for us.

Vorteile:

The onboarding team made sure all of our data was transferred over as we expected and they made everything so easy for us. It is really feature complete so we were able to eliminate multiple other systems and consolidate so it is easier for all staff involved.

Nachteile:

The Outlook integration has had some trouble with calendar appointments that we had to work through.

Don
Don
Chief Revenue Officer in USA
Verifizierter Nutzer auf LinkedIn
Maschinerie, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Apptivo is THE Best CRM Software System Available!!

5,0 letztes Jahr

Kommentare: 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!

Chris
Director in UK
Bildungsmanagement, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

New CMS software

5,0 letztes Jahr

Kommentare: 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.

Vorteile:

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!

Nachteile:

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.

Mark
Vice President in USA
Versicherung, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great CRM software with excellent service

5,0 letztes Jahr

Kommentare: 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.

Shannon
Office Manager in USA
Maritime Wirtschaft, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Learning and loving

5,0 vor 2 Jahren

Kommentare: The more I learn, the more I love it!

Vorteile:

I love the automation and how easy it is to communicate with our customers and internal team.

Nachteile:

I'm still learning, and although all companies vary in their work flows, I would love to see a more of a road map, as to how apps should relate to one another. Being able to convert an estimate into a quote from the click of a button is great, and the notifications of "who's up next" is great. I guess I just need more time to figure it all out on our end. I know the potential is there, it's a very intuitive product.

Kevin
Sales Manager in Australien
Verifizierter Nutzer auf LinkedIn
Möbel, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great Value and exceptional support

5,0 vor 2 Jahren

Kommentare: Moving from an Excel-based CRM which was not regularly updated, or even used by most of the team, we had plenty of room to improve. There are lots of products out there and we investigated quite a few. Some were cost-prohibitive and others just didn't feel comfortable, but with Apptivo, there was so much information, so much support, and all at a very reasonable price. I recommend them to everyone I discuss our CRM with.

Vorteile:

In discussing our needs, I felt straight away that this was a company we could work with. The team went out of their way to ensure that we had everything that we wanted, even if we weren't always sure and changed our minds. they worked with us to ensure a great outcome, and as we now expand the suite of options we are using within the Apptivo framework, they're giving us the same level of service. Very highly recommended, give them a go and you'll not regret it.

Nachteile:

I can't really think of anything. I can get in touch with someone by a multiplicity of methods and so far, they've always been able to resolve my issues, or at least explain why what I wanted is not practical or possible.

Ted
Owner in USA
Bildungsmanagement, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

In Betracht gezogene Alternativen:

New user that is loving the customization and support

5,0 vor 2 Jahren

Kommentare: The support team lead by Velu has given me a lot of confidence as a new user. Having access to experts that respond to my inquiries quickly and thoroughly has been very helpful and is the reason I've already been recommending Apptivo to my fellow entrepreneurs.

Vorteile:

The support at Apptivo in AMAZING! I worked with a team to import 15K+ contacts and 72K+ emails and notes from another CRM. They have been extremely helpful, responsive, and on top of all the technical challenges I've had along the way with getting started. I evaluated numerous other CRMs before deciding on Apptivo. I like the ability to customize this CRM to your needs, the price point is fair, and their support team has been extremely helpful with the importing process.

Nachteile:

The import process was time-consuming based on the amount of data I had to bring over and the fact that my old CRM didn't provide an SQL file to make it simple. This is no fault of Apptivo. Features I would like to see: 1. Add email sequences to the Premium plan 2. Fixes are needed for the email sequence, Gmail sidebar, and Triggers (I have put in support requests for these items 3. Add the ability to create simple invoices without having so many required fields. All the required fields in that app make the functionality not work for my business, so I create invoices on another platform

Lucious
Director in Nigeria
Bildungsmanagement, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

In Betracht gezogene Alternativen:

Here's What You Need to Know

5,0 vor 3 Jahren

Kommentare: Fulfilling

Vorteile:

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

Nachteile:

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

Dave
VP/COO in USA
Computer- & Netzwerksicherheit, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

In Betracht gezogene Alternativen:

Exceptional assistance from Gowmi on recent invoice generation issue

5,0 vor 3 Jahren

Kommentare: 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.

Vorteile:

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!

Nachteile:

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.

Antwort von Apptivo

vor 3 Jahren

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

Michael
CIO in USA
Sicherheit & Untersuchungen, 11-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

General

4,0 vor 3 Jahren

Kommentare: 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.

Antwort von Apptivo

vor 3 Jahren

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

Robert
Owner in USA
Unterhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Making a small business look large and professional

5,0 vor 3 Jahren

Kommentare: Very Happy with the product. It works well, year in and year out, and this year, I intend to learn how to use more aspects of it. It's a complete sales CRM and I don't really take advantage of that. I use it as an invoice generation tool. I am a loyal user and have no intention of looking elsewhere. BUT please think about that calendar feature. $60 and an invasive integration from Google, feels a bit much.

Vorteile:

It is easy and quick to punch out an invoice copying an old customer invoice and making a couple changes in the body the Output looks Professional when I bill my corporate clients. I like that if I get stuck, CHAT is always available and it's been quick to resolve my confusion or concerns.

Nachteile:

Inconsistent features access between my Ipad and my windows desktop. The IOS (Apple) apps have improved since I started using Apptivo. Although I had to have two separate Apps on my ipad initially and it was confusing, the main app has bulked up to where I rarely need to get on my windows machine. But I'm finding I do have to still, like setting up recurring invoices. Recording payments, seems to be less than intuitive, resulting in me over crediting an account and having to search until I gave up, trying to delete the twice or more extra payments due to some sort of lag from screen to screen. My man complaint is lack of a simple calendar capability and it appears if I want it I'll be having to add Google G Suites, which is overkill. Apparently to make up for lack of feature capability in Apptivo, if I want to set up recurring invoices that utilize date features like 2nd Tuesday of every month or 4th Monday of the month. That will cost me $6 month from Google and I don't want or need all of the G suite features.

Antwort von Apptivo

vor 3 Jahren

Hi Robert! 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 Sure we are taking all your feedback on enhancing the Recurring Invoices and Calendar capability into consideration and will work on it. I am delighted to read that our support team provided excellent service. We would continue to give all of our customers with the same fantastic experience. You can always get us on online chat (24/7) or write a note to support@apptivo.com. Thanks again!

Vernessa
Vernessa
Freelance Writer in USA
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

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

4,0 vor 4 Jahren

Kommentare: 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).

Vorteile:

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.)

Nachteile:

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).

Antwort von Apptivo

vor 4 Jahren

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

Heath
IT Manager in UK
Essen & Trinken, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Designed for us

5,0 letztes Jahr

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.