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Apptivo
Was ist Apptivo?
Das Online-CRM-System von Apptivo ist ein leistungsstarkes Tool zur Verwaltung deines Vertriebs, deines Marketings und vielem mehr. CRM bildet den Kern der integrierten Suite von Business-Apps von Apptivo und bietet einen vollständigen Satz an Tools, um einen 360-Grad-Überblick über deinen Kunden zu erhalten. Das CRM umfasst Leadmanagement, eine Opportunity-Pipeline mit intuitiven Dashboards und flexible Workflow-Tools einschließlich Marketingautomatisierung. Alles ist von deinem Android- oder iOS-Gerät aus vollständig zugänglich und in Office 365 und G-Suite integriert.
Wer verwendet Apptivo?
Die Firma bedient Unternehmen aller Branchen und Größen. Für unabhängige Berater*innen bis hin zu Milliarden-Dollar-Unternehmen bietet Apptivo über 60 Business-Apps, die für die meisten Arten von Unternehmen hochgradig konfigurierbar sind.
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Apptivo
Bewertungen über Apptivo
Apptivo User Review
Customer Support is very Responsive
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.
City Connection Entertainment
Kommentare: After seven years of using this program, I couldn't do what we do without it.
Vorteile:
This program with all its functionalities helps to manage my company.
Nachteile:
Have to be patient to set it up, but apptivo support is there to help.
Decided to switch to something else
Kommentare: 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.
Antwort von Apptivo
vor 4 Jahren
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
Apptivo for 1-man business
Kommentare: Very helpful in staying on top of follow-up activities.
Vorteile:
Combination of affordability and functions
Nachteile:
There are some auto-fill features that would help avoid duplicate data entry: i.e. business address for multiple employees/contacts.

Decent Suite of Productivity Apps
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.