Apptivo CRM Review: The Most Versatile All-In-One CRM Tool
Apptivo is cloud-based software consisting of a series of apps designed to help businesses thrive, including a customer relationship management (CRM) platform.
This is a solid choice for small- to medium-sized organizations wanting to expand because to its user-friendly design and scalable capabilities. It also has enough complex features to entice bigger corporations. In this Apptivo review, I will assess how this CRM stacks up against some of the top CRM solutions available.
Apptivo CRM Key Features
Some of the main Apptivo features are:
1. Contact Management
CRM is also known by the name “contact management.” With the help of Apptivo, you can maintain your contacts and add new ones by capturing leads from emails or website forms.
A customer-facing app may be customized in a number of ways to arrange your contact list based on your chosen information. Additionally, you receive contact conversion when they are prepared to become leads or customers who pay and redundancy rules to clean up your data.
2. Campaign Management
Apptivo is fantastic for advertising efforts and makes it simple for you to quickly generate stunning advertisements. Campaigns may be built using templates and themes that provide great visuals. Additionally, target lists assist you in determining the ideal demographic for marketing.
3. Email Marketing
Campaign management includes email marketing. Once your campaigns have been created using Apptivo email templates.
You may set up the auto-scheduling feature to send them out at the appropriate time. Campaign trackers are also available to view statistics on click-through rates, email open rates, bounces, along with various other metrics.
This is a fantastic tool to utilize in conjunction with the bulk emailing capability to ensure that you don’t go over your allotted limitations is the email quota tracker.
4. Project Management
Individual task management kicks off a project, which may then be aggregated and categorized by the project or task assignee. You receive task-specific timesheet tracking, which also helps with invoice conversions.
While most projects are shown as Gantt charts, certain project templates additionally include rapid automation actions that may be customized. The tools for project billing and reporting are the last two.
5. Lead management
Before they are opportunities, leads are contacts. This indicates that these leads have not yet fully started the sales process. A smart workflow planner will ensure that you communicate with leads at the appropriate times.
Lead scoring by Apptivo provides information on the likelihood that a lead will become a transaction and enter the sales funnel. You may even create as many personalized fields as you like to keep organized.
6. Opportunities & Deals
To effectively remain on top of every single deal in the process, Apptivo enables you to integrate deal management with opportunity management. Directly from emails, you may gather information and develop new prospects.
Sales force automation that follows leads along the sales funnel and automatically initiates actions like follow-ups helps simplify opportunities. Opportunities are frequently displayed in Kanban dashboard views, and along with that, pipeline reports are provided.
7. Invoicing
Several applications on Apptivo are classified as invoicing apps. These comprise ledgers, credit notes, estimation calculators, expenditure reports, tools for managing licenses and insurance, sales receipts, property management, and more. One of Apptivo’s key selling factors is this feature set.
8. Supply Chains & Shipment Management
Apptivo’s distribution management offers reliable supply chain solutions. Direct customer-distributor connections are possible. The processes connected to sales orders may start with these. Additionally, payment functions work with POS systems and cargo transaction management.
9. Competitor Management
A tool to help you manage and keep up with all your rivals sets Apptivo apart from other CRMs. Maintain track of lost sales, which competitors won, and why. You may create extensive lists with unique data.
10. Products, Goods & Services
There are approval processes for talking about fresh concepts for new items. You may monitor the progress of ideas as they materialize. Users may utilize Apptivo to pawn new patents for innovative ideas. Even the geographical range for patents is provided.
11. Knowledge Databases
Users may create knowledge, how-to, and other FAQ-related databases with the Apptivo Answers app. Natural language may be used to enter queries and answers; tags and categories can be used to keep things organized; and SEO phrases can be incorporated into the database of knowledge. Every time a new question is submitted, immediate alerts may be set up.
12. API Integrations
A vast collection of Apptivo login integrations is available for browsing. These may be broken into subcategories and sorted for API/Webhook usage, or they can stay in broad categories such as billing or productivity. According to investigated sources, the most well-known and significant connections are G Suite and Office 365, which both include Outlook.
13. Mobile apps
The Google Play and Apple App Store provide specialized mobile Apptivo applications for iPhones and iPads. You may manage contacts, financial matters, assignments, initiatives, and even customer service via mobile applications, all from a straightforward yet intuitive user interface. Work orders, projections, timesheets, and expenditure reports are all included. The mobile applications sync data automatically and in real-time.
Apptivo CRM Pricing
Regarding Apptivo pricing plans, this CRM currently has three different subscription plans to choose from. They are as follows:
1. Apptivo Free
This is the free, basic plan of Apptivo. The only use this plan will provide you with is its access to lead and contact management features.
2. Apptivo Lite
Price: $10 (per month) / $96 (annual)
Along with the Apptivo basic plan, this plan provides you with two other features:
- Opportunity Management
- Custom Dashboards
3. Apptivo Premium
Price: $15 (per month) / $144 (annual)
Along with all the features of Apptivo Lite, this plan gives you access to the Mass emailing feature.
Apptivo CRM Customer Service
Apptivo provides live chat, email, and 24/7 customer service on all paid plans in addition to a comprehensive knowledge library. On weekdays, it furthermore provides live phone help.
I used the live chat feature of Apptivo and posed a few straightforward inquiries on the user interface to gauge the customer service team’s responsiveness. I received prompt responses from a helpful and competent support representative, who provided clear responses and pointed us toward additional assets on the information hub.
Apptivo CRM Alternatives
Value-wise, Apptivo’s premium plans are difficult to match. Insightly, a rival has excellent project management capabilities and a wide variety of third-party connectors, but it is expensive and has fewer CRM functions on the base subscription.
Having said that, Apptivo is renowned for its great reporting and offers better opportunity and pipeline management. This makes it ideal for bigger pipelines, where insights from sophisticated analytics might be useful.
Zoho CRM is another strong rival that may compete with Apptivo in terms of customization. However, it costs more than Apptivo and has fewer project management options than both Insightly and Apptivo.
The beginning plan of Zoho distinguishes it from Apptivo. While Zoho includes deal management, reporting, workflow management, and more, Apptivo’s free solution is restricted to lead and contact management.
Final Verdict: Should Your Business Use Apptivo CRM?
Ultimately, Apptivo is a formidable competitor in the SMB and enterprise CRM markets. Bulk emailing, workflow automation, numerous sales funnels, and customized dashboards are just a few of the powerful features it offers for a wide range of affordable prices when compared to its rivals.
While starting out may be difficult owing to the variety of customization choices, it also delivers an excellent user experience through an easy and flexible interface.
The platform is scalable and configurable for larger enterprises thanks to Apptivo’s distinctive app structure, which lets you create a CRM that precisely meets your company’s requirements. An Apptivo app may be used to provide project management tools, billing facilities, and marketing capabilities.
Despite the fact that it would be wonderful to see Apptivo provide additional third-party connectors, it appears that the firm is quite proactive about upgrades, so they are probably in the works.
Finally, when contrasted with many of its rivals, Apptivo provides some of the greatest customer care we’ve come across, including a live chat feature that lets you communicate with a support agent around the clock.
For each of these factors, I suggest Apptivo as a flexible all-in-one CRM system that will expand your company and encourage teamwork to close transactions more successfully.
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Whether in sports, military, or business, one cannot underestimate the importance of leadership behaviors. As a leader, if you take leadership training singapore, you will be able to motivate your team to become more effective and work toward achieving the goal of the team in the situation. These will also help you enhance the ability of the team so as to become effective and create new leaders at the same time. In this article, you will learn about leadership behaviors in general and the importance of leadership behavior in business. You will learn how you can bring about a change in your team with the help of effective leadership. Finally, we will share with you what are the major leadership behaviors you will need to learn to become an effective leader for your team. Hence, to learn more, read on through to the end of the article. What Are Leadership Behaviors? According to Leaders.com, “Leadership behavior consists of a leader’s actions, values, and characteristics that dictate how effectively they work with those on their team. Leadership behaviors determine how they guide others to reach goals and improve themselves. Sometimes, the behaviors of a leader are innate, but most of the time, a leader must learn which behaviors get the best results through experience and training.” The goal of having leadership behavior is to motivate and inspire others toward a vision and their own aspirations. The leader’s influence on others is determined by how the leader behaves around the teammates and also how the leader treats the teammates in front of others. A leader should not be someone who constantly bosses around and always shows others a sense of authority. This will result in the creation of a negative environment among the team and will disrupt the positive culture of the team as a result. The job of the leader is to influence others and not boss around. Basically, leadership behaviors are actions and conduct for leaders who incorporate these behaviors into their management styles. This incorporation helps the leaders to effectively lead and manage their teams. Apart from that, these leaders are easily able to motivate their teams to achieve their goals. Read More: Entrepreneur : Who Coined The Term ‘Entrepreneur’? What Is The Importance Of Having Leadership Behaviors? According to Indeed.com, “Adopting positive leadership behavior can motivate your team to be more effective and increase its ability to reach goals. These behaviors also help you to retain top talent within your department, as team members may value the opportunity to work alongside you. Learning how to behave like a leader can have a direct effect on your ability to generate revenue for your employer and achieve organizational success.” Having good leaders is one of the most important things for businesses. Good leaders are crucial for the operation of teams. Hence, it is important for individuals holding leadership positions to organize leadership development programme. This way, the leader can inspire his team and can lead people to achieve not just maximum efficiency at work but also individual career goals as well. The following are the reasons why leadership behaviors are important: It helps leaders to enhance the productivity of their respective teams. Leaders being consistent in their approach can inspire teams to perform better. If the leader is great and treats employees well, they are less likely to leave the organization. Good leaders not only become good managers but also great mentors. Learning leadership behaviors can help one to develop and grow so as to become a future leader within the organization. The Most Important Leadership Behaviors To Have One of the most important traits of a leader is commitment. According to Hubspot.com, “No matter your objective as a leader, reaching it requires commitment. A committed leader will give their time and energy to their company, team, and goals. Their go-getter attitude will also inspire their team to be committed to their tasks as well.” The following are the most important leadership behaviors a leader must compulsorily possess: 1. Strategic Thinking The leaders also have an eye for the goal, and they think long-term. Hence, they strategize accordingly. This is one of the biggest reasons why leaders plan all the way to the end. Thereby, it helps them to work even in disruptive situations and also accommodate change along the way. 2. Having The Bigger Picture In Mind Leaders know how to convert their vision into reality. 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The procurement process has been an essential part of the business since its existence. The process of buying the products and services for running the business smoothly forms an essential part of the organization. You need to get the supplies at the lowest cost procurement while maintaining the bottom line in the business. The procurement team works in coordination with the other departments of the organization. To get the necessary pieces of equipment essential for day-to-day work. If you want to grow your business smoothly, you cannot ignore the importance of the procurement process. It forms an integral part of the business that can help your organization to grow. Seek the help of a strategy consultant if you face any difficulty in the process. What Is A Procurement Process? The procurement process refers to the series of steps an organization follows to acquire goods, services, resources from external sources. It involves everything from identifying the need for a product or service to the final payment. You need to be well aware of your organization's needs. How Does The Procurement Process Work? There are several ways the procurement process works in an organization. You need to be well aware of it while meeting your organizational goals with ease. Some of the key processes which you can employ are as follows:- 1. Identifying The Needs With Procurement Process Departments or individuals within an organization identify the goods or services required. This might involve assessing inventory levels, forecasting future needs, or responding to specific project requirements. Here the seller's concessions also form an important part. It can reduce your cost significantly. 2. Specification Development Clear specifications or requirements and draft the details of quality, quantity, timelines, and any other specific criteria. 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Zoho CRM – A General Overview Of The Platform A review article on Forbes.com puts it rightly – “Zoho CRM makes it easy for newcomers to get started with a CRM, especially if they’re not familiar with the software. The free plan includes just enough of the basic features to be helpful for an individual or an ultrasmall company. And the interface is intuitive and clean, which makes it even easier to learn to use.” This is one of the major factors that the Zoho CRM API is very popular among small businesses. Furthermore, the software system comes with a lot of features that are not only helpful for small businesses only, but for growing businesses as well. 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The pricing plans are affordable and friendly for small businesses. All the pricing plans contain the automation feature. You can integrate the CRM with various other Zoho software systems as well as other software systems. The CRM is simple and easy to customize. There is a mobile app as well, which allows remote access. If you do not like the software, you will get the money back in 30 to 45 days. Cons Of Zoho CRM Here are the cons of Zoho CRM that will allow you to make a decision while purchasing: The AI features come only the top-tier plans. There are only a limited number of custom fields. There are no integrations available for free plans. Zoho CRM Alternatives We think that Zoho CRM can be an excellent choice for a small business. However, it is not the best option for large businesses. According to Forbes.com, “While Zoho CRM is an excellent entry-level CRM, it may not be the best choice for every business. You can find plenty of Zoho CRM alternatives that could fit your CRM strategy better.” The following are the six top alternatives of Zoho CRM that you will find easily: 1. ActiveCampaign 2. Monday.com 3. Less Annoying CRM 4. Salesforce Pardot 5. LeadSquared 6. Hatchbuck Summing Up If you are running a startup, then there cannot be any better CRM solutions available than Zoho CRM. Furthermore, you can surely choose the alternatives, as per your needs and likings. However, when it comes to a combination of features and pricing, Zoho CRM is the best option of all. What is your review of this software system? Share your reviews regarding Zoho CRM in the comments section below. Read Also: Is Startup Business Insurance Necessary For New Businesses? 5 Most Powerful Marketing Strategy That Will Change Your Business What Is Commercial Insurance? And Its Different Types – Let’s Discuss
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Pipedrive Review 2023: Features, Pros & Cons, And Alternatives
The Pipedrive CRM is one of the best customer relationship management and lead management software available for small businesses. When it comes to general features and ease of usage, the customer reviews on Pipedrive seem to be among the best. So, after looking at customer reviews and checking out the software system by ourselves, we have decided to review Pipedrive. In this article, you will learn in general about Pipedrive, which is one of the best CRMs for small businesses. Furthermore, we will also discuss the pricing plans of Pipedrive, along with the features that it brings to the table. Next up, you will also find out whether this CRM software is a good option for your business or not. Finally, we have discussed some of the major pros and cons of Pipedrive. Hence, to learn more about this CRM software, read through to the end of the article. Pipedrive CRM – A General Review Of The Software Once you do a Pipedrive Login, you will feel that the CRM is simple and easy to use. There is no need for a learning curve before you start using the app. According to PCMag.com, “Pipedrive's straightforward user interface (UI) is simple to pick up quickly, which is worth a lot compared to the time and expense some tools require for training and onboarding. Smaller SMBs and entrepreneurs charged with CRM tasks will welcome its ease of use.” The primary function of the CRM is to make the sales pipeline more visual. However, you will need to customize the software beforehand based on the needs and demands of your business. The customization options are many, as you will be able to customize the API as well. What Are The Pricing Plans Of Pipedrive? As per the views in an article on Forbes.com, "Standout features that Pipedrive offers include an intuitive layout designed for productivity, optional field completion so you can expedite new leads. The platform is fully customizable, so you can adapt it to your team’s unique processes. There is a 14-day free trial available for those who want to test it out, and no credit card is required.” The following are the plans available on Pipedrive that you need to check out: PlansPriceEssential$9.90 per user per month (annual billing)Advanced$19.90 per user per month (annual billing)Professional$39.90 per user per month (annual billing)Power$49.90 per user per month (annual billing)Enterprise$59.90 per user per month (annual billing) What Are The Major Features Of Pipedrive? One of the major aspects of Pipedrive is that, along with CRM tools, it comes with lead management options as well. The following are the major features that Pipedrive CRM offers you: The minimalistic interface helps you with ease of usage. There are plenty of customization options that allow you to use the platform based on your needs. You can also customize the chatbots, which you can place on the website, to capture new leads automatically. The number of automation features helps in ensuring no leads fall through the cracks. The software easily integrates with third-party software applications, as you can enhance your productivity. Why Pipedrive Is A Good Software Option For Your Business? As the name suggests, the focus of the software is the streamline the process of the sales pipeline. According to Forbers.com, “Pipedrive is a cloud-based customer relationship management (CRM) tool designed by and for sales teams. The focus of this CRM is, as the name suggests, sales pipelines. Although there’s no free plan available, Pipedrive is affordable and easy to use, which is why it’s a solid choice for small businesses.” The CRM guides your sales teams through the sales process. In addition to that, there are many options for you to record key contacts and offer feedback to teams as well. The CRM acts as a centralized platform for various sales and lead management processes. There are many integration options available on Pipedrive as well. You can not only connect with the other software tools of Pipedrive but can also connect with other third-party software systems as well. This can help you to make the most of your productivity. Furthermore, if you get problems with the software, the Pipedrive Support is also great, which can help you deal with complicacies on the software better. The Major Pros And Cons Of Pipedrive The following are some of the essential pros and cons of Pipedrive that you need to know before you make a purchase: Pros Of Pipedrive Here are the major pros of Pipedrive, which are sure to help your business: The paid plans are quite affordable, and they start at only $9.90 per month. The sales pipeline on lead management is unlimited. Furthermore, there are many customization options as well. The sales assistant is powered by AI and machine learning. This one is available on all plans. To customize the software based on your business needs, you will have access to API as well. Most of the plans come with workflow automation. This helps you automate mundane jobs. Synchronization of calls and emails. For plans in the higher tier, contact info has the autofill feature as well. Most of the plans have built-in telephony features. The interface is extremely intuitive, and the workflow is based on the data. Comes with a mobile app for remote access. Cons Of Pipedrive The following are the cons that we have found with Pipedrive, and you need to be aware of them, too, before you buy a subscription: There are no free plans associated with Pipedrive. You cannot separate your contacts and new leads, which is important for lead management. The custom fields and reports on the software are limited in number on the lower-tier plans. You will get phone support only on the highest tier. 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