Apptivo CRM Page Review: Our Verdict
Apptivo is a popular customer relationship management (CRM) platform, offering a range of features and allowing users to tailor the CRM to their specific needs. Apptivo is an award-winning CRM platform, winning several awards like “Best Customer Support,” “Category Leaders,” “Front Runners,” “Outstanding Editor Choice Pick,” and a few more.
Its powerful features, affordable pricing, and intuitive interface make it an all-round CRM solution provider. You can take advantage of Apptivo’s 30-day free trial to explore the different tiers of service or sign up for the free version of the software.
Read this article to grasp more information about the CRM platform.
Pros
- Customization: Apptivo is a CRM that you can easily customize, as it has various customization options to meet your unique business requirements and procedures. This is a significant benefit for companies with distinctive processes.
- Scalability: Apptivo’s customizable features allow it to expand with your business and meet your changing needs.
- All-in-one software: Apptivo offers features like project management and marketing in addition to CRM, which might be helpful for businesses looking for a full-service offering.
- Good customer service: Users of Apptivo have given the company positive reviews for its 24-hour customer service, noting the team’s helpfulness and responsiveness.
- Integrated solutions: Apptivo offers a set of business apps that are easy to integrate with one another, centralizing all of your data and optimizing processes.
- Cost-effective: Apptivo is renowned for being affordable, compared to other CRMs, especially when you take into account the quantity of functions it provides. For businesses on a tight budget, this might be a huge benefit.
Cons
- Steeper learning curve for setup: For Apptivo to be customized precisely to your liking, it may require more time and effort due to the extensive customization options, especially for users who are new to CRMs.
- Integration problems: Although Apptivo can be integrated with a number of tools, some customers have mentioned difficulties when integrating Apptivo with Outlook, mainly relating to calendar appointments.
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Apptivo CRM Page Review: Who Apptivo CRM Is Best For?
Apptivo caters well to many business type; here’s a list of those it’s best for:
- Businesses seeking customization: Apptivo offers extensive customization for businesses seeking tailored workflows and flexibility. This makes it perfect for companies with unusual workflows or high requirements for flexibility.
- Companies wanting integrated solutions: Apptivo provides integrated solutions for companies, offering centralized data and streamlined processes for businesses.
- Small and medium-sized businesses (SMBs): Apptivo’s wide range of features makes it an all-in-one suite for SMBs as it offers functionality beyond project management, marketing, and CRM. It is also an appealing choice for those on a tight budget because it is affordable and adaptable.
Apptivo CRM Page Review: Who Apptivo CRM Isn’t Right For?
While Apptivo offers a wide range of capabilities, the following lists the people consider other CRM options:
- Businesses in need of a quick start-up: Apptivo may require more time to set up and operate properly due to its customization choices. If you want a CRM that is easy to set up and use right out of the box, Apptivo may require a larger initial time and effort investment.
- Businesses dependent on detailed third-party integrations: Although Apptivo provides a range of tool connections, some users have noted drawbacks. Consider CRMs that are renowned for having strong third-party app ecosystems if your company depends significantly on a certain third-party software and requires smooth interfaces.
- Teams with no experience with CRM systems: For companies who are new to CRMs, the multitude of customization choices can be overwhelming. A more approachable and intuitive platform with a more gradual learning curve can be a better choice if your team is new to using CRM software.
- Big businesses with complex needs: While Apptivo’s scalability is appealing, very large businesses with complex workflows may find the system less user-friendly than enterprise-grade CRMs intended for deep customization and data administration.
Apptivo CRM Page Review: What Apptivo CRM Offers
Apptivo CRM increases business sales, streamlines customer contacts, and improves the overall customer’s happiness. Here’s a glimpse into what Apptivo CRM offers:
- Sales management: You can use advantage of capabilities like lead scoring, opportunity management, and sales forecasting to track leads, manage prospects, automate workflows, and gain insightful knowledge about your sales funnel.
- Contact Management: Apptivo consolidates all of your client information into one place. Maintain contact information, monitor exchanges, and efficiently handle communication.
- Marketing automation: Using technologies like email marketing tools, campaign management, and landing page design, you can create and implement targeted marketing campaigns, automate email marketing, and nurture leads.
- Customer service: With tools like the self-service portal, case management, and ticketing system, Apptivo provides outstanding customer support.
- Reporting and analytics: With customizable reports and dashboards, you can get insightful information about your customer interactions, sales performance, and marketing efficacy.
- Customization: One of Apptivo CRM’s main advantages is the range of its customization options. You can customize the CRM to fit your unique user roles, workflows, and business procedures.
- Integration: To improve efficiency, link Apptivo CRM to a range of third-party applications, such as project management tools, email marketing platforms, and accounting software.
- Scalability: Apptivo CRM can grow with your business as it expands. It offers storage, the ability to add users, and the ability to modify the CRM to meet your changing requirements.
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Apptivo CRM Page Review: Apptivo CRM Details
Here’s a breakdown of key details to consider about Apptivo:
- Pricing: Apptivo serves a range of needs and sizes of enterprises with different pricing plans and features. Although there’s a free plan with limited functionality.
Here’s the Apptivo four-pay pricing plan:
- Light: It is dedicated for small sales teams to manage deals and send quotes. The light plan is billed for $20 monthly with about 18 apps for integration, 100 custom fields per app, 25 workflows, and 8 custom dashboards.
- Premium: This plan is suitable for fast-growing teams that need an all-in-one CRM. It’s billed at $30 monthly with 46 apps integrated, 250 custom fields per app, 75 workflows, and 25 custom dashboards.
- Ultimate: For large teams that need automation and integrations, the ultimate plan is a suitable option. It goes for $50 monthly with 57 app integrations, 350 custom fields per app, 150 workflows, and 50 custom dashboards.
- Enterprise: This plan is best for enterprise organizations that require complex integrations. Although its price is not transparent, it offers 65 apps integration, 500 custom fields per app, 300 workflows, 100 custom dashboards, and unlimited custom integration.
- Features: Apptivo offers various features to help businesses manage their leads, contacts, opportunities, and contracts. The lead management function allows companies to track and manage all of their potential clients in one location, and the contact management feature allows them to collaborate and carry out follow-up actions without interruption. Other features include marketing automation, customer service, reporting and analytics, customization, integration, and scalability.
- Cloud-based: Apptivo is easily accessible with an internet connection from any location.
- Target users: Apptivo targets SMBs, businesses seeking high customization, and integrated business solutions.
Apptivo CRM Page Review: Where Apptivo CRM Stands Out
Apptivo CRM stands out in several key areas:
- Customization: Apptivo excels for companies looking for a CRM with a lot of customization options. Workflows, fields, dashboards, and features can all be customized to precisely match your particular business operations.
- Scalability for growth: Apptivo can grow along with your business as it expands. You can increase storage, add users, and modify the CRM to meet your changing requirements.
- Excellent customer service: Apptivo’s customer care team is well-received by customers. Users say that the team can help with problems, and they are very friendly and prompt.
- Cost-effectiveness: Apptivo is less expensive than its competitors, with more features. You can select a plan that meets your company’s needs and size without going over budget with a scalable pricing structure.
- Integrated suite: Apptivo’s all-in-one suite approach is a big plus. Apptivo provides features including project management, marketing automation, and inventory management, in addition to CRM. This eliminates the need for multiple pieces of software, thereby reducing costs.
Apptivo CRM Page Review: Where Apptivo CRM Falls Short
Here’s a closer look at several areas where customers of Apptivo CRM could find it lacking:
- Steeper learning curve: Although very powerful, the many customization choices may result in a steeper learning curve when first setting up. If you’re new to CRM, this might be challenging, as it may take more time to get used to up front if you expect an intuitive, out-of-the-box solution.
- Integration challenges: Although Apptivo integrates with a number of tools, particularly regarding integration with Outlook for calendars.
- Limited third-party connectors: Although Apptivo claims to have a larger selection of connectors than its competitors, some customers have mentioned problems, especially with third-party integrations. If your company relies heavily on a specific third-party app and requires a large ecosystem of integrations, look into CRMs that have sizable app marketplaces.
- Limited free plan: The storage and feature sizes of the free plan are limited. Because of this, it could be challenging to fully assess Apptivo’s capabilities before committing to a subscription plan.
Apptivo CRM Page Review: How to Qualify for Apptivo CRM
There are no requirements that must be fulfilled in order to use Apptivo CRM. However, you can decide if Apptivo CRM is for you if:
- Companies Looking for Customization: Apptivo’s wide range of customization possibilities can be a big benefit if your company needs a high level of flexibility or has specialized workflows.
- Businesses seeking integrated solutions: Apptivo’s all-in-one suite can simplify your operations if you value having your CRM work seamlessly with other company apps like project management or marketing.
- Small and medium-sized businesses (SMBs): Because of its affordability and scalability, Apptivo is an excellent choice for SMBs who require a feature-rich CRM without a high price tag.
- Budget: Apptivo is known for being less expensive than some of its competitors, but make sure to evaluate pricing plans and take into account the features you’ll require.
- Integration requirements: Take into account the third-party software you use, and make sure Apptivo can connect with them efficiently.
- Desired level of customization: Apptivo performs exceptionally well if a high degree of customization is important.
Apptivo CRM Page Review: How to Apply for Apptivo CRM
Here’s what you’ll need to do to apply for Apptivo CRM:
- Visit the Apptivo website to sign up directly.
- Explore the plans and prices Apptivo provides. This will assist you in selecting the option that best fits your needs and price range.
Apptivo CRM Page Review: Alternatives to Apptivo CRM
Zoho CRM
Zoho CRM is a cloud-based CRM solution that streamlines sales processes, customer data management, marketing automation, customer service, and reporting and analytics. It provides a free plan with limited capabilities, scalability, customization possibilities, and integration with other apps. Businesses can test the software on the platform before committing to a subscription plan, and it has customizable options that let them fit the platform into specific workflows. Additionally, it easily integrates with other Zoho business apps, which may eliminate the need for several different software tools.
Overall, Zoho CRM is a solid choice for businesses looking for an easy-to-use, scalable, and reasonably priced CRM that offers a free trial.
Pipedrive
Pipedrive is a cloud-based CRM solution that streamlines sales pipelines and enhances sales effectiveness. For managing leads, sales funnels, sales automation, reporting, analytics, and interaction with other apps, it provides a drag-and-drop interface. The advantages of Pipedrive are its ease of use, emphasis on sales, visual pipeline management, and affordable price options. It allows sales teams to track leads, automate repetitive tasks, and track metrics like conversion rates and sales cycle length. It also integrates with other essential business tools.
In conclusion, Pipedrive excels for companies that place a high priority on a visual pipeline for transparent sales process management and an easy-to-use, sales-focused CRM.
HubSpot CRM
HubSpot CRM is a free, cloud-based CRM system that helps businesses track leads, manage contacts, and close deals. Email marketing, lead and contact management, email pipeline management, reporting, and analytics are all included. The free plan offers core CRM features, making it an attractive option for budget-conscious businesses. HubSpot CRM enables customers to link their CRM data with other software to create a single platform for customer journey management.
Salesforce Sales Cloud
Salesforce Sales Cloud is a CRM solution designed for businesses to manage their sales processes effectively. It offers features like sales pipeline management, lead management, opportunity management, account management, contact management, sales automation, reporting and analytics, and mobile CRM. Salesforce additionally offers user-customizable dashboards and analytics that let customers monitor data and pinpoint areas in need of development. However, customization typically requires more technical expertise than some CRM solutions.
Overall, Salesforce Sales Cloud is a powerful and scalable platform for businesses.
Apptivo CRM Page Review: Customer Reviews
The Apptivo CRM page has a rating of 4.4 out of 5 stars rating based on 196 reviews on G2.
Customers appreciate the ease of having everything in one system to be able to organize their firm as well as communicate with their client base. Though the lack of third-party integrations is mentioned as a downside.
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Pro Tips
Here are some pro tips for using Apptivo CRM effectively:
- Start simple: Although personalization is a strength, start with the basics and progressively increase in complexity as you become more comfortable.
- Seek advice: Apptivo provides tools and avenues for assistance. If you run into problems when customizing, don’t be afraid to use their documentation or speak with Apptivo’s customer service.
- Tailor it to your workflow: Apptivo can be tailored to your workflow by assessing your unique requirements, providing a high degree of customization for data fields and layouts, and providing workflow automation features to free up time for more important tasks and the collection of customer information that is pertinent to your business.
- Leveraging integrations for a connected ecosystem: Apptivo integrates with third-party applications, improving data flow and eliminating manual entry. For advanced users, it also permits custom integrations with specialized tools; however, this requires programming knowledge.
Recap
Apptivo CRM offers a wide range of features you can use to customize specific workflows that fit your business needs. Compared to its competitors, Apptivo is considered affordable and can scale with your business growth.
However, Apptivo has a steep learning curve and might not be suitable for new users of CRM due to its set-up process due to a lot of customization options.
