Apptivoのオンライン顧客関係管理 (CRM) システムは、販売、マーケティング、その他さまざまな管理を行うことのできる強力なツールです。CRMはApptivoの統合ビジネス・アプリケーション・スイートの中核です。ツールに完全なスイートを提供しており、顧客の360度ビューを取得することができます。このCRMには、リード管理、直感的なダッシュボードを備えた機会パイプライン、マーケティング自動化を含む柔軟なワークフロー・ツールが搭載されています。AndroidまたはiOSデバイスからすべてにアクセスでき、Office365およびG Suiteと統合することができます。
Apptivo User Review
Perfect for my needs as solopreneur
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.
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.
Apptivo for 1-man business
製品を使ってみた感想： Very helpful in staying on top of follow-up activities.
Combination of affordability and functions
There are some auto-fill features that would help avoid duplicate data entry: i.e. business address for multiple employees/contacts.
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.
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.
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, the best solution for any business
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.
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.
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.
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.
The "all-in-one" aspect of various business modules makes this more than just a CRM tool.
Some of the relationships between fields in the various modules do not work as advertised and/or need work-arounds in the configuration