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.
Dave C. Especialidade: Segurança de rede e informática Número de funcionários: 13-50 funcionários
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.
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!
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.
Resposta: Apptivo 26/08/2019
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!
Lucious G. Especialidade: Gestão da educação Número de funcionários: 13-50 funcionários
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
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
Brian J. Especialidade: Automotivo Número de funcionários: 201-500 funcionários
Overall, I am happy with using Apptivo but would be more enthusiastic if the above changes were implemented.
Having the customers info at my fingertips via the mobile app
1)Most Important is the ability to enter only the first name in the contact field. Sometimes all you may initially get is the first name on a sales visit or a conversation with someone else. It's frustrating that you can't continue filling out the form if you don't type in the last name. Most of the time, I can remember the company they work for and I should be able to find them that way. Or maybe add a search/filter by the first name.
2)The source for inputting the Fax number should have a field placed by the space for the business number, not a drop-down, and certainly not where it's currently located further down the page.
Sean C. Especialidade: Serviços e tecnologia da informação Número de funcionários: Profissional autônomo
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.
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.
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.
Resposta: Apptivo 20/06/2019
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!
Ronda M. Especialidade: Mídia digital Número de funcionários: 13-50 funcionários
I have been very satisfied with Apptivo. Their customer service is exceptional.
It is pretty easy to use. Tutorials and resources are great. Customer service is acceptional.
Email templates. Need more of a selection.