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Avis clients sur 676

- Secteur d'activité: Machines
- Taille de l'entreprise: 11-50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Technical Help
Publié le 22/07/2020
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.
Avantages
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.
Inconvénients
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.
- Secteur d'activité: Fabrication électrique/électronique
- Taille de l'entreprise: 5 001-10 000 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 8.0 /10
Good value for your buck
Publié le 26/08/2022
Apptivo team was great through and through. They are responsive and efficient, they are able to customize the tool to your wish. The overall experience has been great so far. We will need more time of use to really make the best of it.
Avantages
Apptivo is very easy to use compared to our previous solution. From an admin point of view, you don't really need a tech guy to maintain the tool. It is fast to load, the information is readily available and the support team is super responsive. On top of that, it is very inexpensive compared to other software. Let's see how it goes going forward :)
Inconvénients
For now, I would say the layering is a little strange. It works in columns so when you want your opportunity page in a certain way, it is a bit difficult to organize. But so far, not much more than this.
Pourquoi passer à Apptivo
Mainly for the price and the fact that it offered all that we need from a CRM point of view, if not more. Also, the ease of configuration for a non-tech person was a major factor.- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
Good but so much opportunity to be so much better
Publié le 16/05/2018
Avantages
I can adapt it to my needs.
I feel that when I make a suggestion for improvement it will genuinely be listened to.
Inconvénients
There are a lot of bugs - this is why I have marked the overall quality down. We are always creating something and then it crashes, or it wont save and we have to start again. Or emails never arrive which causes big problems. Whenever there are updates, something unintentional seems to get affected. Perhaps more testing before going live. It feels a bit unprofessional sometimes.
We can't test our own changes, so when I am updating things and people are using it, it can be disruptive. I really need to make changes and test before going live.
The support is not always perfect. Some times its great, but sometimes I am not understood. The right intentions are always there though.
Réponse de Apptivo Traduire en français
Hi Mike,
The only way to achieve this would be to have another account that you can use as a test account. It wont have all your production data, but you can certainly use that to test out config changes.
For enterprise accounts (larger than 250 users) we do provide multiple dedicated environments as its pretty normal to have dev, QA and production accounts in that setting.
We are constantly working to improve the quality, while keeping the pace on new features. I totally understand when some of these new releases cause disruption to existing processes, but we are working to make these changes as seamless as possible.
Thank you for your feedback though. We'll continue to refine our execution.
- Secteur d'activité: Services financiers
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Customer Support is excellent
Publié le 11/10/2022
Happy because of customer support
Avantages
Customer Support. Representatives from Apptivo were very patient and helpful
Inconvénients
hard to set-up. Has less features than competitors like being able to make a custom form and send it for signature or put on web-site.
Alternatives envisagées
Zoho CRMPourquoi passer à Apptivo
Price/ customer support- Secteur d'activité: Immobilier commercial
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
Apptivo - new course of business
Publié le 25/03/2022
After having been using Apptivo for a couple of months now, we can see that we made a good decision choosing Apptivo. The user team loves it and we are still exploring new ways to use it in its full potential.
It is packed with lots of brilliant solutions.
Avantages
Apptivo is a great system, it so simple and intuitive from a user perspective that only basic training is enough to start working in it. It is great that we could customise the fields and we could build it to mirror our process map perfectly.
Inconvénients
I think, Apptivo has a certain system logic and it wasn't explained to us very well in the training materials. so when we started to build the system we made some big learning curves that would have been avoidable. There are lot's of training materials available but it's a pain to find answer to our questions when trouble shooting. Help line chat very handy though.
Pourquoi passer à Apptivo
Based on recommendations, value and functionality- Secteur d'activité: Hôpitaux et soins de santé
- Taille de l'entreprise: 11-50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Intuitive Software with Good Customer Service
Publié le 18/05/2022
Apptivo allows us to utilize and provide reporting (snapshots of our progress) easily within one application.
Avantages
Our implementation specialist who helped us set everything up was great. Really like the in-depth customization options as well.
Inconvénients
Would love to see a mapping tool to use when scheduling appointments for customers close to one another.
- Secteur d'activité: Équipement et fournitures de bureau
- Taille de l'entreprise: 501-1 000 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
The holy grail that we needed
Publié le 10/06/2022
Avantages
I compared over 35 different tools before recommending to the C-Suite using Apptivo.
Contrary to most businesses, we do not do any sales nor marketing. Apptivo does not force us to see pipelines, deal stages and conversion rates everywhere.
Apptivo is so flexible, it is a dream.
And it is affordable too! At 12$ per month per user, this cannot be beat.
Inconvénients
Apptivo is made of several apps (modules). Not 100% of them have the exact same amount of customization possible. This is nitpicking, really, since it is very, very minor.
Pourquoi passer à Apptivo
Greatest customizability, extremely quick responses to all my questions, predictability of price, very broad array of features (apps), one-stop-shop (try getting contacts mgmt + tickets mgmt + projects mgmt all in one place)- Secteur d'activité: Automatisation industrielle
- Taille de l'entreprise: 51-200 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
A good CRM
Publié le 05/04/2022
Overall good experience
Avantages
Easy to use and have mobile app to for 24/7 access
Inconvénients
Dashboards are good but can be improved
Alternatives envisagées
Salesforce Sales CloudPourquoi choisir Apptivo
Its more user friendly and their after sale services are betterLogiciel antérieur
HubSpot CRMPourquoi passer à Apptivo
They are cost effective- Secteur d'activité: Marketing et publicité
- Taille de l'entreprise: 11-50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Apptivo Support Review
Publié le 08/07/2022
Great experience in overall;
Avantages
Highly customizable
Has a variety of applications to utilize
It's value for money
Incorporates a lot of events and triggers
Inconvénients
It's a bit complicated for first time users- The settings option is broad.
Pourquoi passer à Apptivo
Inclusivity - Variety of items and applications in one place!
- Secteur d'activité: Formation professionnelle et coaching
- Taille de l'entreprise: 11-50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
Great experience
Publié le 20/02/2019
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.
Avantages
Easy to use, flexible, great value for money, great support (very friendly and quick), easy to import/export your data back into Excel.
Inconvénients
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.
Réponse de Apptivo Traduire en français
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 [email protected]
Thanks again!
- Secteur d'activité: Gestion de l'enseignement
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
New user that is loving the customization and support
Publié le 06/07/2020
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.
Avantages
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.
Inconvénients
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
Pourquoi choisir Apptivo
Karma lacked the functionality I needed that Apptivo has.Logiciel antérieur
karmaCRMPourquoi passer à Apptivo
The reviews, the price, and the responsiveness of Minh when I wanted to schedule a demo and had questions about the software (great job Minh!)- Secteur d'activité: Gestion d'organisme à but non lucratif
- Taille de l'entreprise: 11-50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
SDFRA Review of Apptivo
Publié le 16/02/2021
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.
Avantages
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.
Inconvénients
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.
Alternatives envisagées
Salesforce Sales CloudPourquoi choisir 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.Pourquoi passer à 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.- Secteur d'activité: Logiciels
- Taille de l'entreprise: 51-200 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Apptivo for Sales Forecasting
Publié le 10/11/2020
We are software start up and needed a CRM to manage Leads, Contacts, Opportunities and track project implementation. Apptivo does all this. And if it does not do exactly what you want OOTB, Kamala and her team will customise it for you. The implementation support and customisation folks were easy to work with and understood our requirements. I was very impressed at the level of engagement and enthusiasm to get Apptivo customised to how we needed it to be.
Avantages
Apptivo is very easy to use, and integrates seamlessly to other apps. The ability to customise to suit our specific needs was a big plus in our purchasing decision. I have used a few of the other CRM solutions, and find Apptivo one of the best CRMs for sales forecasting and pipeline management.
Inconvénients
Would be good to Click on the name and the Opportunity or Contact would open up. But to view an Opportunity or Contact, you have to move the mouse to the right hand side and click on the 3 Dots (Actions). I find this a little annoying.
Pourquoi passer à Apptivo
Very well demonstrated to us, understood our needs, easy to deal with and well priced- Secteur d'activité: Services et technologies de l'information
- Taille de l'entreprise: 10 000+ employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Before you purchase a CRM solution, You really have to check this out!!!
Publié le 02/04/2021
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.
Avantages
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.
Inconvénients
Some of the apps are not quite as intuitive as some others, but that's to be expected considering their business purpose.
Alternatives envisagées
HubSpot Marketing Hub, Dynamics 365, Salesforce Sales Cloud, SalesNOW et HubSpot CRMPourquoi choisir 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.Logiciel antérieur
HubSpot Marketing Hub, Dynamics 365, Salesforce Sales Cloud, SalesNOW et HubSpot CRMPourquoi passer à Apptivo
Everything I need in one app at one monthly price. Not nickel & dime like the others for the same functionality.- Secteur d'activité: Construction
- Taille de l'entreprise: 51-200 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
If you need something customized to your business it doesn't get better!
Publié le 17/01/2021
This company is fantastic and a complete joy to work with. Very courteous and fast to correct issues as they arrive. Communication was fantastic.
Avantages
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.
Inconvénients
A bit slow on page changes, updates, and downloads. They need a more robust system and servers.
Alternatives envisagées
JobNimbus, AccuLynx, Insightly, Builder Prime, Jobber, JOBPROGRESS, Salesforce Sales Cloud, Buildertrend, MarketSharp et CoConstructPourquoi choisir Apptivo
Dataforma was way too expensive and not very customizable. After 5 years they were still not able to implement most of our requests and needs that we were told in the beginning that they would work to roll-out.Logiciel antérieur
DataformaPourquoi passer à Apptivo
They were the most customizable and affordable. The only other companies that were as customizable were way more expensive.- Secteur d'activité: Services financiers
- Taille de l'entreprise: Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
CRM Solution
Publié le 20/08/2020
All CRM's require Users to learn their navigation, terminology and how functions are executed. Unlike other CRM's I have tested, the Support Team at Apptivo has been both diligent and effective in resolving a few technical glitches with my onboarding process. Apptivo provides me with a reliable CRM platform and functions on which I can run my business. 24x7 access to an effective and professional Support Team is a valuable resource that ensures I spend more time with my clients than suffering from IT issues.
Avantages
Apptivo provides a portfolio of critical functions for companies to manage different aspects of their business. Unlike some others, the Apptivo functions/Apps are well integrated. This provides a strong foundation for reliable and accurate information to manage your business.
Inconvénients
Apptivo doesn't yet integrate with Zoom.
- Secteur d'activité: Papier et produits forestiers
- Taille de l'entreprise: 51-200 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
customer service gets you up to speed quickly
Publié le 14/01/2021
This has replace the ACT program I used to have and it is doing well.
Avantages
I like the ease of getting answers from customer service if stumped. I am 72 and while the app is pretty easy to navigate I sometimes need help and the team always comes thru quickly.
Inconvénients
nothing it is doing all that I need done and more.
Alternatives envisagées
Act!Pourquoi choisir Apptivo
I lost the program when doing a reset and with support no longer available for my app I decided to make a change .Logiciel antérieur
Act!Pourquoi passer à Apptivo
I knew ACT would eventually stop the support as they are leaning to total cloud programs so I thought Apptivo was a good alternative at a wonderful price.- Secteur d'activité: Énergies renouvelables et environnement
- Taille de l'entreprise: 11-50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
A great do-all software
Publié le 01/09/2020
We have a serious need for workflow organization at our company. We still have a lot to go as far as set-up of every section, but once we are done it will make our company a well-oiled machine.
Avantages
This software is a great price with an amazing amount of features. It is completely customize-able for any industry and fairly easy to use.
Inconvénients
The set up is time consuming and tedious. Most things are fairly intuitive, but there is quite a bit that you really need to dig into. And although the fact that it is customize-able is good -- it takes A LOT of time and energy to really get into it and make it function properly.
BUT the good news is that the Apptivo chat function is always available and easy to use. The staff are incredibly helpful and patient, and I have never had a bad experience using it (and I've used it a lot)! They have been here every step of the way during set up and been a necessary asset.
Pourquoi passer à Apptivo
Apptivo is a better price than all the other competition with equal or better features. I have used zoho one (the entire suite), salesforce and other products at previous jobs and Apptivo is easily the best.- Secteur d'activité: Gestion d'organisme à but non lucratif
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant Essai gratuit
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Always surprising me with it's capabilities!
Publié le 28/01/2022
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.
Avantages
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.
Inconvénients
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.
- Secteur d'activité: Meubles
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Great Value and exceptional support
Publié le 11/08/2020
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.
Avantages
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.
Inconvénients
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.
- Secteur d'activité: Divertissement
- Taille de l'entreprise: Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Making a small business look large and professional
Publié le 23/03/2019
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.
Avantages
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.
Inconvénients
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.
Réponse de Apptivo Traduire en français
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 [email protected]
Thanks again!
- Secteur d'activité: Immobilier
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Highly Recommend!
Publié le 27/10/2020
So far I've been extremely pleased with everything!
Avantages
I enjoy that this CRM is modular so you can or subtract components that don't directly relate to your business (ie. Shipping, Locations, Invoicing, Properties, Contracts, etc). I also like that once you understand how Apptivo works in one app, you'll understand how the rest of them operate. Customer support was extremely helpful in growing my knowledge!
Inconvénients
It took some time to learn how to customize it to my liking, along with plenty of help from customer service. So the learning curve was a little steep but nothing unusual compared to similar CRMs. Also, I have not maxed out my cloud storage or even come close but I anticipate that I will need more cloud storage.
Logiciel antérieur
Salesforce Sales Cloud- Secteur d'activité: Vente en gros
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Great all in One CRM function
Publié le 11/01/2022
It has taken me time to learn (but all will be the same) but with the support team I managed to create a CRM suit to my business. I have grown with Apptivo and have seen many other tools available I even did not know existed.
Avantages
This CRM has all you need to run a company small or large. It automates your day to day tasks and simplify your processes. Price is the best part. You do not have to pay over the moon for other similar and probably even with less functions CRM's in the market.
Inconvénients
Integration between "apps" but there is a way round this if you know how. If you do not know the support is very helpful.
Pourquoi passer à Apptivo
a lot less expensive and less complicated.- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
I have utilized several CRM solutions and the Apptivo CRM solution is a great solution for...
Publié le 01/05/2018
Avantages
Apptivo CRM is easy to use, and makes available lots of functionality to pick and choose from when building a customized solution. Apptivo's customer support is excellent, responsive, helpful and does a great job supporting me when I need help.
Inconvénients
For non-technical users, modifying the screens to build a customized app, can be a challenge. However, Apptivo customer service is ready to jump in and help when needed. Customer support is accomplished via chat window, which can be tedious. However, Apptivo makes available voice support when requested. And, they provide lots of You-Tube based videos to demonstrate how to modify functionality.
Réponse de Apptivo Traduire en français
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 ([email protected]) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team ApptivoThank 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 ([email protected]) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo
- Secteur d'activité: Logiciels
- Taille de l'entreprise: 11-50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Exactly what we needed.
Publié le 15/09/2020
This is an amazing tool for the price. Being a 10 year Salesforce user, making the jump to Apptivo for the small business I know work in was easy. I'm so impressed not only on the features set but also on their support. This has everything you need to run your business. And it's so nice that the platform can scale as your adoption and business grows.
Avantages
- Very affordable
- So many features and applications for running the entire company
- Very straightforward interface and easy to learn basics right away
- One of the best FAQs and tutorials I have ever seen for a SAAS solution
- Customer service is very responsive and helpful. A+++
- A impressive level of integration into other platforms and customization
Inconvénients
- Limited on ability to delete data or modules once they're created (Have to message tech support to delete)
- Custom app builder takes awhile to learn and understand
- Are not able to clone apps for different divisons to use seperate from eachother (for instance want to use project management app for our sales team and then seperate instance for our production team. Both can use the same tool but in different ways for tracking)