キャプテラ - 企業の最適な
ソフトウェア選びをサポートし15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。

Apptivoの製品詳細

良いポイント:

A impressive level of integration into other platforms and customization.

改善してほしい点:

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

Apptivoの評価

評価ポイント

使いやすさ
4.2
カスタマーサービス
4.7
機能
4.3
価格の妥当性
4.7

おすすめ度

8.5/10

Apptivoの総合評価は4.4/5です。 (キャプテラに寄せられた711件のレビューより集計)。

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レビューを絞り込む (711件)

Robyn
Membership Officer
認証済みLinkedInユーザー
レクリエーション施設・サービス, 201~500人規模の会社
使用期間: Unspecified
投稿経路

Apptivo User Review

5.0 2 年前
動画プレイヤーで日本語字幕を表示できます
Linda
Linda
アイルランドのOwner
認証済みLinkedInユーザー
プロフェッショナル・トレーニング、コーチング, 自営業
使用期間: 1~5か月
投稿経路

Perfect for my needs as solopreneur

5.0 6 か月前

良いポイント:

I value tools that are not just efficient but also adaptable. Apptivo CRM has truly impressed me in this regard. As a solopreneur, I understand the need for a CRM that seamlessly integrates with various apps and platforms. Apptivo shines in this aspect. Its integration capabilities allow me to create a tailored tech ecosystem that perfectly suits my unique requirements. One of the key selling points is its ease of use. Just like I advocate for simplicity in coaching and leadership, Apptivo offers an intuitive interface that saves time and ensures a smooth user experience. It's a valuable asset for any solopreneur. What's more, Apptivo effortlessly syncs with the Google product suite, which is a tremendous advantage for someone like me with deep roots in the tech world. It's like a seamless extension of my experience at Google, making my CRM journey that much smoother.The integration with Stripe is a game-changer for managing payments and finances. It's the perfect addition for a solopreneur, allowing me to maintain financial control just as I help sales leaders implement impactful plans and strategies.The customer service is amazing. They respond to chat inquiries immediately.

改善してほしい点:

Without some understanding of how CRMs work - like objects and APIs - I would imagine that a newbie facing some challenges and needing assistance from customer support.

認証済みレビュアー
認証済みLinkedInユーザー
デザイン, 自営業
使用期間: 2年以上
投稿経路

Apptivo for 1-man business

4.0 10 か月前

製品を使ってみた感想: Very helpful in staying on top of follow-up activities.

良いポイント:

Combination of affordability and functions

改善してほしい点:

There are some auto-fill features that would help avoid duplicate data entry: i.e. business address for multiple employees/contacts.

Sean
アメリカのOwner
情報技術、情報サービス, 自営業
使用期間: 2年以上
投稿経路
ソース:SoftwareAdvice

Decided to switch to something else

3.0 5 年前

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

Masud
アメリカのHuman Resource Manager
情報技術、情報サービス, 51~200人規模の会社
使用期間: 1年以上
投稿経路

An Amazing CRM Solution For Business

5.0 3 か月前

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.

Veronica
カナダのConsultant
教育管理, 11~50人規模の会社
使用期間: 2年以上
投稿経路

検討した類似製品:

Excellent first CRM for small companies

4.0 2 年前

良いポイント:

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.

改善してほしい点:

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.

Michael
アメリカのCIO
セキュリティ、調査, 11~50人規模の会社
使用期間: 1~5か月
投稿経路

検討した類似製品:

General

4.0 5 年前

製品を使ってみた感想: 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.

良いポイント:

The variety of features that cover Sales to Finance. The value of the apps that are offered fits perfectly into our organization.

改善してほしい点:

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.

Apptivoからの返信

5 年前

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

Sal
アメリカのCEO
エンタテインメント, 2~10人規模の会社
使用期間: 2年以上
投稿経路

City Connection Entertainment

5.0 8 か月前

製品を使ってみた感想: After seven years of using this program, I couldn't do what we do without it.

良いポイント:

This program with all its functionalities helps to manage my company.

改善してほしい点:

Have to be patient to set it up, but apptivo support is there to help.

Sunil
Sunil
アメリカのManager
認証済みLinkedInユーザー
消費財, 自営業
使用期間: 2年以上
投稿経路

Decent Suite of Productivity Apps

4.0 4 年前

製品を使ってみた感想: 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.

良いポイント:

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.

改善してほしい点:

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

Oran
アメリカのCEO
軍隊, 2~10人規模の会社
使用期間: 6~12か月
投稿経路

検討した類似製品:

Customer support

5.0 9 か月前

製品を使ってみた感想: Good

良いポイント:

valuable services to include many things that I need to run my business

改善してほしい点:

Some good reps that speak good English, some reps need to better understand English

Walter
アメリカのDirector of Sales
情報技術、情報サービス, 11~50人規模の会社
使用期間: 1~5か月
投稿経路

Very impressed with Apptivo CRM.

5.0 9 か月前

良いポイント:

I used quite a bit of CRM. But, with Apptivo based on your needs, you can customize it to tailor your company functionalities.

改善してほしい点:

So, far the only thing I would do is when you are in the "Leads" or "Contacts" list if there was a next button to move on the next lead or contact. But, other than that it is great!

Shannon
アメリカのOffice Manager
海運, 11~50人規模の会社
使用期間: 1年以上
投稿経路

検討した類似製品:

Learning and loving

5.0 4 年前

製品を使ってみた感想: The more I learn, the more I love it!

良いポイント:

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

改善してほしい点:

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.

Marisa
アメリカのManager of Operations
非営利団体運営, 11~50人規模の会社
使用期間: 1~5か月
投稿経路

検討した類似製品:

SDFRA Review of Apptivo

5.0 3 年前

製品を使ってみた感想: 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.

良いポイント:

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.

改善してほしい点:

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.

Gabriel
アメリカのCFO
消費者サービス, 51~200人規模の会社
使用期間: 1~5か月
投稿経路

Google Contact Replacement

5.0 3 年前

製品を使ってみた感想: We had to keep customizing every time we added a new contact with our old system, here once we customized our fields they are set and there every time. We felt as if we had our own software program made just for us, we walked them through on what we needed and they gave us what we needed and more. They have saved us so much time going forward.

良いポイント:

We worked with Google Contacts but we ran out of contact space with them, we had to look for a system/software that we could customize contact fields to fit our needs. I searched different programs for several weeks narrowing it down to a handful and after trying out all of them we found that Apptivo was the most user friendly, and the one with all the options for us to customize ALL our contact fields. This is what set it apart from the others and the you can't beat the price!

改善してほしい点:

We are still new to the software, but we have integrated and there is nothing that we don't like about the software. The more we learn about it the more we love it.

Rebecca
アメリカのOwner
通信, 2~10人規模の会社
使用期間: 1~5か月
投稿経路
ソース:SoftwareAdvice

検討した類似製品:

Apptivo all the way!

5.0 4 年前

製品を使ってみた感想: We really needed something that would bring together all client information and communications to give our Sales, Support, and Accounting teams a clear picture of everything going on with our clients. And, we're even saving money with this single app instead of paying for several that either had to be "stitched" together with additional apps or APIs, or time-consuming copy/paste work.

良いポイント:

Apptivo is taking the place of our CRM, project management, sales tracking, and support ticket applications - all in one online package!

改善してほしい点:

Its not exactly a con. Apptivo is capable of so much, that it can seem a little overwhelming, but it also means that we can truly make it our own instead of us having to conform to apps created for other businesses or created too broadly, that they didn't fit our needs. It is taking some time to set things up the way we need, but Apptivo has great support, and even offers assistance in creating workflows.

Robert
アメリカのOwner
エンタテインメント, 自営業
使用期間: 2年以上
投稿経路

Making a small business look large and professional

5.0 5 年前

製品を使ってみた感想: 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.

良いポイント:

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.

改善してほしい点:

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.

Apptivoからの返信

5 年前

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!

Josh
アメリカのAssociate
不動産, 2~10人規模の会社
使用期間: 6~12か月
投稿経路

検討した類似製品:

Highly Recommend!

5.0 3 年前

製品を使ってみた感想: So far I've been extremely pleased with everything!

良いポイント:

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!

改善してほしい点:

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.

Craig
南アフリカのMarket Research Consultant
市場調査, 2~10人規模の会社
使用期間: 2年以上
投稿経路

All-in-one ERP - broad coverage at a reasonable price

4.0 6 年前

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

5 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

Tanya
アメリカのIT Director
情報技術、情報サービス, 51~200人規模の会社
使用期間: 1年以上
投稿経路

Great CRM with Amazing Service!

5.0 3 年前

製品を使ってみた感想: The overall experience with Apptivo has been GREAT. Our onboarding process was seamless and smooth. The Apptivo Team is responsive and they are very professional. There is always a quick turn-around on most issues and their staff is polite and knowledgeable. Tech Support is GREAT and they respond to you within a quick timespan. Our company is fairly new to this platform and we are still making changes that will continue to enhance our experience.

良いポイント:

This software is rich in features. It has apps that will cater to every department within a company and if the standard ones do not suit your need one can easily be customized. Navigation and customization within apps are easy and the platform is very user friendly. Our previous system was a bit complicated for our users but this platform simplified a lot of processes and tasks that enhanced productivity. It's easy to look up information and export to Excel, create tables, link fields, and the list goes on. This is really a great CRM system if you are looking for something that is cost effective and that will give users a good experience.

改善してほしい点:

The reporting feature in this platform is lacking. Also, if tables are customized then it's hard to search and filter on the fields. Integration with Calendar has been problematic. The News Feed feature does not capture all changes or even detailed changes so it is hard to find historical data.

Adam
ニュージーランドのDirector
建設, 2~10人規模の会社
使用期間: 1年以上
投稿経路

検討した類似製品:

Great Product

5.0 3 年前

良いポイント:

Apptivo has greatly improved our efficiency with the company and has helped streamline our production and customer contacts at an affordable price. The customer support for the software is fantastic.

改善してほしい点:

It does feel a little basic for the layout and (feels like 2000 era software database.

Gregory
アメリカのPresident
使用期間: 6~12か月
投稿経路

I have utilized several CRM solutions and the Apptivo CRM solution is a great solution for it's cost

5.0 6 年前

良いポイント:

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.

改善してほしい点:

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.

Apptivoからの返信

5 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 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

Anil
インドのSales Operations Manager
認証済みLinkedInユーザー
自動車, 1,001~5,000人規模の会社
使用期間: 2年以上
投稿経路
ソース:GetApp

It literally saved my hours and hours of precious time!

4.0 6 年前

良いポイント:

It helps to manage customer relationship, campaigns, billing, and invoices. This is helpful to manage payment and tax department very smoothly which is important for any business. It further helps to organize the calendar for all business activities and keep a record of all the important contact details. Document management is another key feature. All the important documents related to the business can be kept safely in a virtual location. It caters to widespread businesses like the travel industry, retail, and wholesale industry etc.. All important activities of a business can be interlinked with the help of this application. We can enhance our productivity with this effective management application.

改善してほしい点:

When we started, our time zones were just IST and when employees from another part of the world started to sign up to the CRM, we faced a lot of problems to set autoresponders at the correct time. The time and date format don't change according to the location.

Herman
南アフリカのBusiness Analyst
経営コンサルティング, 11~50人規模の会社
使用期間: 1年以上
投稿経路

Apptivo, the best solution for any business

4.0 7 か月前

製品を使ってみた感想: Step-by-step we are implementing Apptivo in our business processes where possible and sofar I haven't seen a thing that is not possible.

良いポイント:

The fact that I can add and delete fields and have full control over the attributes of any field. Conversions to the next step is amazing, however, this options needs a few more possibilities.The fact that it integrates with Xero is very good and your staff today gave me possible solutions to sync with more than 1 Xero, which is great.

改善してほしい点:

It is an online solution and we are dependent on the internet and overseas cables. This makes is sometimes a slow solution. The receiving email functionality is not great and we will continue using Outlook. The sending email functionality is great.

David
アメリカのVP Business Development
消費財, 11~50人規模の会社
使用期間: 1年以上
投稿経路

検討した類似製品:

Custom Built For Our Specific Needs

5.0 3 年前

良いポイント:

I love that we are able to add apps as they are needed and our company continues to grow. As someone who does not have a technical systems background, it's great that the Apptivo team was able to work with us and we were able to ultimately get what we wanted.

改善してほしい点:

Technical support during the build was frustrating at times due to the time difference and bad connections on calls made communicating difficult at times but overall the Apptivo team did a great job addressing our needs and were patient with us when our focus was diverted to other things.

Sean
アメリカのowner
建設, 自営業
使用期間: 2年以上
投稿経路

I like Apptivo, but have found it to have lots of glitches and is very slow at times

4.0 6 年前

製品を使ってみた感想: Apptivo helps to keep my partner and I organized. We particularly use the email and notes function. We are a builder, so everything is organized around projects. The scheduling program is terrible, by the way.

良いポイント:

The concept of the software is great... it is very integrated and it seems like the owners are always trying to improve the program.

改善してほしい点:

The problems are the number of glitches experienced; the difficulty in getting issues resolved; the fact that the program can be very slow to respond. Right now, for instance, when I click on an email sometimes it opens up and sometimes it doesn't. Not sure what is causing this, but it is extremely frustrating and inefficient. I tend to do things in Google. I am seriously considering abandoning Apptivo.

Apptivoからの返信

5 年前

Thank you very much for your review! 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

Susan
Susan
アメリカのCIO (Chief Idea/Implentation Officer)
認証済みLinkedInユーザー
使用期間: 2年以上
投稿経路

We've been using Apptivo to manage our networking group for invoicing and also guest management

3.0 6 年前

製品を使ってみた感想: It has great time-saving features but has been "glitchy" after having worked successfully in the past.

良いポイント:

Comprehensive tool that allows us to create templates for just about everything we need from weekly updates, quarterly & annual invoicing, guest followup and reminders. Also, let's us automate generation of invoices. Great to have a history of current & past members & guests.

改善してほしい点:

Seemed to work find for the first few years but in the last 1-2 years there have been anomalies in invoicing: past due amounts were incorrect and have had to reach out to customer support several ties on this... We are not paying for the service (so I guess we don't have the right to complain) but it has been an issue to trouble-shooting the problems. Customer support has been responsive but resolution of the issues has sometimes been slower than I'd like. I've had to create work-arounds to resolve some of the issues.

Apptivoからの返信

6 年前

Hi Susan, We've improved the technology quite a bit and have also added a lot of new features. Some training may help to get used to getting your work done in the current version as it stands. We have not discontinued any working features unless we are able to provide a much better flow and it was impossible to keep both the old and new features to coexist. Certainly feel free to reach out to us to schedule additional training.