Apptivo a great option!
June 23, 2021

Apptivo a great option!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Apptivo

My organization use Apptivo in various deparments to control and organizate proyects and the comunication of the team. We didn't find any problem with this program because is very intuitive to use and you can personalize your control panel. In an agency of marketing is very useful for us because we can track the proyects and see what's going on.
  • Intuitive
  • Easy to learn
  • Great prices
  • You can make and track phone calls
  • Support service insuficient
  • Simple documentation
  • App limited (smartphone)
  • It allows me to get a vision of what is happening with the business
  • control sales, marketing and customer service processes from a single point
  • facilitates administrative tasks
Apptivo is very comfortable and easy to use. It allows you to obtain a vision of what is happening with the business and control the sales, marketing and customer service processes from a single point. It also has a large number of integrations and administrative facilities such as sending proposals, invoices and monitoring of projects at the click of a button. This application is very comfortable and easy to use. It allows you to obtain a vision of what is happening with the business and control the sales, marketing and customer service processes from a single point. It also has a large number of integrations and administrative facilities such as sending proposals, invoices and monitoring of projects at the click of a button.

Do you think Apptivo delivers good value for the price?

Yes

Are you happy with Apptivo's feature set?

Yes

Did Apptivo live up to sales and marketing promises?

Yes

Did implementation of Apptivo go as expected?

Yes

Would you buy Apptivo again?

Yes

Without a doubt, the best thing about Apptivo is that it has become a perfect internal and external communication platform. This platform will allow you to know who is taking care of certain tasks with clients and control all projects with your clients. With very affordable plans for your pocket, it has a free version for up to 3 users. It far surpasses quite a few CRMs in the same category. Apptivo CRM allows you to customize many details and work with it does not consume time or resources. You are faced with a very comfortable software to use, simple and well designed.
Your company will have the support of special services to facilitate the deployment of the tool and incorporate all the necessary applications to integrate your business with this Suite and get the most out of it from minute one.

Allowing to strengthen the relationship with the most important clients for your organization.

As a result, many companies are able to manage their customer experience to achieve continued increases in sales.
I highlty recomended because Apptivo deploy as a simple contact management system with elegant integrations, like: automatic tracking of conversation on email, automatic register of phonecalls.

The solution offers a complete set of sales tools for customer management, activity monitoring, visualization and automated workflow channeling, as well as the integration of a professional quotation system capable of generating estimates and sending by email proposals to customers in PDF.

Apptivo Feature Ratings

Customer data management / contact management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Channel / partner relationship management
10
Case management
10
Call center management
10
Help desk management
10
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Mobile access
7