キャプテラ - 日本企業の最適な
ソフトウェア選びをサポートし17年
Apptivoとは
企業の販売とマーケティング活動を管理できる強力なオンラインCRMシステムです。高度な設定が可能な、統合された使いやすい製品です。
A impressive level of integration into other platforms and customization.
Some features are missing (Round Robin algorithm, duplication filter, etc).
レビューを絞り込む (712件)
Apptivo User Review
検討した類似製品:
Apptivo is THE Best CRM Software System Available!!
製品を使ってみた感想: 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!
良いポイント:
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.
改善してほしい点:
NONE! There are no cons with Apptivo! The system is EXCELLENT!
An Amazing CRM Solution For Business
良いポイント:
I like the ticket management features and that the software comes with amazing online CRM capabilities It makes lead management easy and also comes with account management features too It is a great help desk solution and makes customer success easy
改善してほしい点:
With Apptivo, there has been a smooth transition and no problems.
Apptivo Review
良いポイント:
It's a versatile product once you get over the hurdle of understanding the basics.
改善してほしい点:
More connectivity with other applications is needed. A lot of extra development work is needed for many of the most used applications to be connected.
Easy to use, superb support
製品を使ってみた感想: Very good. Support has been really reactive and immediate and has been top notch.
良いポイント:
Very easy to use and adapt. TO change the system is a simple matter.
改善してほしい点:
Some of the explanations are a little counter intuitive due , i think, to sub-continental linguistic usage rather than being incorrect per se (e.g. "trigger will fire in the next year" means the trigger fires in a year's time NOT in the next 365 days which is how we read this ). Some manual pages need the English to be standardised but generally speaking all seem easy to understand.
Apptivo features
製品を使ってみた感想: Good CRM tools
良いポイント:
Ease of use, sales and contact management in CRN was good.
改善してほしい点:
Little bit costly and performance is average.
Review
製品を使ってみた感想: I have been very pleased so far with Apptivo.
良いポイント:
Ease of use, great customer service. I can access it from anywhere. Very customizable.
改善してほしい点:
The website can be sluggish. The android app is not ideal.
a powerful marketing tool
製品を使ってみた感想: almost 2 years of use, I am more than conquered
良いポイント:
it's easy to use and customizable, suitable for any type of business
改善してほしい点:
I sometimes have small billing errors, but if not, everything's fine.
Recommending Apptivo
製品を使ってみた感想: Excellent
良いポイント:
Ease of use and when I need help, I get it quickly and thoroughly.
改善してほしい点:
It has so much we are not using and we probably should be using more
I wanted to love this product
製品を使ってみた感想: Customer Service is great. If you have an IT department that can do your troubleshooting you will find a willing and helpful partner with Apptivo. Their customer support team is top notch! I did not have the knowledge base to use the app successfully.
良いポイント:
I really loved the idea of the 360 view.
改善してほしい点:
It took me a while to really understand the components, but I felt in the end I was entering repetitive information. I could not get the logic chain and while have so many options is great, I would also determine which concepts I needed to get to my end goal.
Very easy to use all in one solution
製品を使ってみた感想: Very positive the support team are amazing
良いポイント:
Easy to use, all-in-one system, great, fast support
改善してほしい点:
It's a little bit slow and the look and feel is old fashioned
Apptivo Training and Configuration Support
製品を使ってみた感想: In general, a very positive experience. I have found the online "chat" support to be hit and miss, with a lot of the agents not having much knowledge in helping solve the problem at hand. Conversely, the "paid" configuration support has been generally excellent. My configuration support rep ("[sensitive content hidden]") has been a tremendous help in custom configuration assistance.
良いポイント:
The "all-in-one" aspect of various business modules makes this more than just a CRM tool.
改善してほしい点:
Some of the relationships between fields in the various modules do not work as advertised and/or need work-arounds in the configuration
検討した類似製品:
Before you purchase a CRM solution, You really have to check this out!!!
製品を使ってみた感想: 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.
良いポイント:
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.
改善してほしい点:
Some of the apps are not quite as intuitive as some others, but that's to be expected considering their business purpose.
Exceeded Expectations
製品を使ってみた感想: 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.
良いポイント:
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.
改善してほしい点:
The Outlook integration has had some trouble with calendar appointments that we had to work through.
Flexible Software Platform
製品を使ってみた感想: Cloud-based product is easy to use from anywhere, including mobile device. We required significant system customizations and most were successfully implemented. While we have trouble resolving issues using Apptivo's general Tech Support chat function (probably due to our breadth of customizations), our PM and Apptivo's technical team always provide good support when we have issues to address!
良いポイント:
Its ability to accommodate the range of sales and technical information we track in a CRM. The Apptivo team was willing to affordably undertake necessary customizations to tailor the product to our business model.
改善してほしい点:
Certain basic tools (i.e. drag and drop column-builder) are not features of this system. List upload function is complex. Mobile functionality is somewhat limited. Outlook integration is less user-friendly / flexible than ideal. Reporting functionality is limited without customized reports.
Great Product
製品を使ってみた感想: Overall, this product has streamlined and simplified the way we do business, contact our clients, and regulate their access to data.
良いポイント:
Apptivo CRM is very user friendly. It is also very flexible so it can suit your business the way you do business
改善してほしい点:
If I feel like there is something missing, I can report it to Apptivo and they usually put it in their pipeline and add it to the software.
Learning how to use the system
製品を使ってみた感想: So so, so far
良いポイント:
So far, the customer support. The person was helpful.
改善してほしい点:
Not knowing where to find things. I cam in after they were using it and I have to clue how to use it.
Knowsley
良いポイント:
Easy to use, good value for money, flexible
改善してほしい点:
Estimates App not talking to Opportunities App , i.e. updating information once Estimates App
Good
良いポイント:
super good app to watch videos, tv and books.
改善してほしい点:
sometimes it gives some errors and hangs and it is not possible to support it at the time
Value and Versatility
製品を使ってみた感想: I am happy.
良いポイント:
Apptivo can be configured to suite your needs
改善してほしい点:
The layout and flow is a bit outdated and sometimes the custom configuration needs tech support
Always surprising me with it's capabilities!
製品を使ってみた感想: 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.
良いポイント:
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.
改善してほしい点:
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.
検討した類似製品:
Great Value and exceptional support
製品を使ってみた感想: 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.
良いポイント:
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.
改善してほしい点:
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.
Best Bang for the buck on the market! Adaptability and ease of use with scalability!
製品を使ってみた感想: Functionality and accurate data collection that was flexible to meet my needs! Hands down the best solution on the market for the price point!
良いポイント:
Ease of USE and layout modifications! The layout is so easy and adaptable to collect the information simply from other users. Databases are only as good as the information you put into them. Apptivo makes it so SIMPLE getting the info in and thus making it powerful!
改善してほしい点:
Very few, because it is cloud-based they are constantly adding customization features and options and sometimes the functional icons show up in the Customization Settings of the Administrator and there is no documentation for the new functionality as of yet. I would much rather have this problem than them not update the customization functionality though. This database is unbelievably scalable and constantly improving!
Apptivoからの返信
6 年前
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 Apptivo
Apptivo Customization for Business Workflow
製品を使ってみた感想: Developer/customization team has been outstanding and continue to be great partners as we tweak the implementation. It took us 11 months (somewhat due to the constraints with the pandemic and some very busy months) to launch the product, but the development time yielded a much better solution than we might have first imagined. We wanted to have a near completely finished product before putting it into the hands of the users. The timeframe was solely dependent on our time to review our needs and assist Apptivo with their work for us. They were extremely patient and supportive through the entire process and continue to be that way now that we're doing final adjustments based on team experiences and feedback.
良いポイント:
Selected this software based on flexibility to use modules and customize to enable the creation of an entire workflow within one application/one database. Able to replace several, disconnected data sources and reduce duplicate data entry. Already established integrations with desired third-party apps.
改善してほしい点:
Some integrations required more work and customization than initially expected; some API integrations still need some work to achieve our expectations.
Decided to switch to something else
製品を使ってみた感想: 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.
良いポイント:
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.
改善してほしい点:
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.
Apptivoからの返信
5 年前
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
All-in-one ERP - broad coverage at a reasonable price
製品を使ってみた感想: All-in-one business software, good support and value for the money.
良いポイント:
An extremely broad range of applications. Apptivo beats most competitors in this respect; it really is an 'all-in-one' ERP in fact - not just a CRM. At the same time Apptivo is excellent value for the money. The 'in-app' live chat support is especially helpful, as you can deal with issues as they occur. The pricing is per user, broadening the base of potential organizations who will find Apptivo appealing from the outset, and scaling as the organization grows larger.
改善してほしい点:
Being a 'jack of all trades', Apptivo cannot be expected to excel in every area. Some features - such as the two Wordpress plugins - seem neglected and are seldom updated or promoted. Given the popularity of WP it seems to be a missed opportunity to expand into the help desk market. Another example would be the customer portal, it seems a bit awkward. The customer must sign-up through Xinnect and then Apptivo as well to access their portal, even though Apptivo might not be relevant to them. It is also difficult to control exactly what clients will see, and they are shown a lot of irrelevant fields, even though there is a rudimentary role assignment mechanism. Combining this with cases (tickets) and answers (knowledge-base) should in theory provide an alternative to a help desk, but it is a long way round.
Apptivoからの返信
6 年前
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 ([email protected]) with any thoughts/criticisms/feedback, we would love to hear from you. Regards, Team Apptivo