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Apptivo
Description de Apptivo
Le système CRM (Customer Relationship Management) en ligne d'Apptivo est un outil performant conçu pour gérer vos ventes, vos opérations marketing, etc. Le CRM se trouve au cœur d'une suite intégrée d'applications professionnelles d'Apptivo, offrant une suite complète d'outils pour obtenir une vue d'ensemble complète de vos clients. Ce CRM prend en charge la gestion des leads, un pipeline d'opportunités avec des tableaux de bord intuitifs et des outils de flux de travail flexibles, y compris le marketing automation. Tout est complètement accessible depuis votre appareil Android ou iOS et intégré à Office 365 et Google Workspace.
Qui utilise Apptivo ?
Adapté aux entreprises et clients de toutes tailles. Apptivo propose plus de 60 applications professionnelles hautement configurables et adaptées à la plupart des entreprises, qu'il s'agisse de consultants indépendants ou de grandes entreprises générant plusieurs milliards d'euros de chiffre d'affaires.
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Apptivo User Review
Apptivo : Un logiciel de CRM pour les petites entreprises
Avantages :
Apptivo est logiciel avec une interface très soignée et organisée permettant de faciliter l'automatisation des ventes, le suivi et la gestion des ventes internes comme externes. Il constitue également un logiciel d'assistance en ligne en cas de nécessité.
Inconvénients :
Apptivo ne présente pas d'inconvénients pour mon utilisation. J'aime bien ce logiciel.
Customer Support is very Responsive
Commentaires : Our business started Apptivo when we were quite small, and there were several issues with the program when we first began using them. The support at Apptivo is awesome, every time that we have a difficulty using any of the programs feature, they have gotten back to us within hours or sometimes days. The recent issue with using their Ledger App took a bit longer to resolve but we enthusiastically appreciate their dedication to resolving the issues, and how thoroughly they did resolve it. The features we use most often include: Emailing Invoices and Estimates, keeping track of our Finances with their Ledger App, and keeping track of correspondence with Clients. There are some many other features to the program including tracking Inventory, tracking Accounts with Suppliers, and creating Projects with clients/collaborations with other professionals just to name a few. I will continue to use and support the Apptivo program. They continue to grow and offer more features, clearer and efficient options for tracking the growth of our business as it continues to grow!
Avantages :
Easy to use features - Sending out invoices - Receiving payments and notifications - Receving Emails and Client feedback - Tracking client info - Reviewing, Updating, and tracking Inventory and Accounts Payables. There are many other features but these we use in general.
Inconvénients :
Some errors with Invoices through paypal that require the client to input the info more than once, especially when there is Updates to the program. This has happened on some occasions, but is no longer an issue that we experience.
Alternatives envisagées précédemment :
Apptivo Training and Configuration Support
Commentaires : 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.
Avantages :
The "all-in-one" aspect of various business modules makes this more than just a CRM tool.
Inconvénients :
Some of the relationships between fields in the various modules do not work as advertised and/or need work-arounds in the configuration
Good but so much opportunity to be so much better
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 l'équipe de Apptivo
il y a 6 ans
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.
Alternatives envisagées précédemment :
Exceeded Expectations
Commentaires : 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.
Avantages :
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.
Inconvénients :
The Outlook integration has had some trouble with calendar appointments that we had to work through.
