Relaxed and put at ease with their immediate response and friendly approach.

Generally the team I was working with were extremely courteous and professional and I enjoyed working with them in the integration process.

Sometimes we get lost in all the features and the setting fields.

This company is fantastic and a complete joy to work with. Very courteous and fast to correct issues as they arrive.

Ease of use and the support staff that helps in time of need. The Chat Team, Customer Service Team, Technical Team are all top notch.

Brilliant support and will help with any issue all hours, great tutorials.

A impressive level of integration into other platforms and customization.

If a small business I would recommend setting up as simply as possible and add further apptivo apps only as needed. The potential is so great.

This software is a great price with an amazing amount of features. It is completely customize-able for any industry and fairly easy to use.

A great experience with a great customer support, very professional and very helpfull.

I also like that once you understand how Apptivo works in one app, you'll understand how the rest of them operate. Customer support was extremely helpful in growing my knowledge.

I have been happy with Apptivo and think it offers great value for money for a small organisation.

Some features are missing (Round Robin algorithm, duplication filter, etc).

The integration and the flexibility. I am hoping to like the ease of working with it once I actually jump in.

Ease of configuration, Support, Intuitive layout, Customization features, Pricing, and did i say Support is excellent.

Its ease of use and friendly interface, brilliant and adaptable for any scenario.

Can be difficult to navigate if unfamiliar. Can be difficult to customize if unfamiliar.

Cloud-based product is easy to use from anywhere, including mobile device. We required significant system customizations and most were successfully implemented.

Apptivo has been a great solution that has allowed our team to consolidate to a single solution.

All of the apps are separate so it is restricting to use information that needs to be applied across all three.

They worked with us to ensure a great outcome, and as we now expand the suite of options we are using within the Apptivo framework, they're giving us the same level of service.

The only thing bad about the software is that I don't know how to use a CRM well.

It has a simple interface. The support team is excellent and very responsive to client questions.

The technical support is fantastic. Having the chat option is critical and has been very helpful to me on many occasions.

However, I am impressed with the master layout and how I can easily add or remove information fields as a super user.

Has very good customization. Suitable for small business and at the same time it can grow as the business expands.

We are drowning in emails, inefficient at managing projects, and find it difficult to keep updates on what each of us is doing.

Ease of use, many modules all integrating, excellent documentation help and support.

Efficy is very flexible, it often offers many different ways to receive your goal. This makes it sometimes difficult for users to explain the steps that have to be taken.

Good value for money and lots of features. Efficy lets you manage your customer relation database extensively.

Sometimes it had error, or page is not updated, or digital signature status has to be refreshed manually.

EFFICY is an excellent CRM because it allows to have a clear vision of the  business.

Very well set up (CRM thinking is in the genes of this product and company). Support is quick and good.

Many to many relations is positively impressive, it can really help you to find the right information at the right place.

Too many choices, the persons that don't work as much with Efficy have problems where to find everything.

They will have everything you need, and if there is a feature missing you can either add some customization.

Ist is fast, easy in dailly use, query is easy to use and the Efficy Designer is easy to use and you can make it to your one wishes.

I have used Efficy for 2 years and I have been extremely impressed with the ease of integration with our business.

EFFICY is an excellent CRM software because it allows to have a clear vision of the current and future business. EFFICY is easy to use and very easy to understand.

The crazy way it thinks you want to copy in numerous people for each task - and then have to physically de-select other users each time.

We are growing, fast and faster. Handling always more projects in a smooth and pleasant usage thanks to its high customization ability that allowed to perfectly fit our business.

Good customer care will make your CRM journey a lot easier and with Efficy you will find out that they can make the difference with the competition.

Office integration , very good support: good value for money; easy to usean make your OWN sjablonen/formats.

The offline installation need to be setup by a technical skilled person.

It is sometime hard to know where to find the relevant information in order to use a more complex functionality.

The integration with your email programm. So this makes it extremely easy to store the most useful information about the companies you work with.

As a small company, I've kept my Efficy simple and therefor did hardly encounter issues that I don't like.

Great value for money Even though the emphasis of Efficy seems to. Be sales its easily to be used as a document management system by its archtecture and a verh good multilangual support (Dut h!!).

The people behind Efficy are very helpful and dedicated to help us find our way in the new system.

The agenda is its most useful tool, which allows you to create, share and allocate different tasks across different colleagues.

When there is an issue the helpdesk will give you all efforts to give a solid solution. When we know all features and work with the system some more months all the ranking stars will probably be full.

Advance the business quickly by sharing data easily from Outlook and SAP.

It's ease of use is impressive. Working from the cloud is fantastic.

US Dollar

Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management.


Apptivo’s customer relationship management (CRM) applications provide modules for contact management, lead management, opportunity management and customer service ticket management. Marketing applications include campaign management, lead segmentation and loyalty management. Businesses can select necessary applications and omit applications they do not need.


Other applications include expense reports, license and insurance tracking, sales planning and territory management, cash management and budgeting. Users can access Google app integrations for Drive, Calendar and Tasks, and mobile apps are also available.


Pricing is per user per month, billed annually.


LongDescription

Support Ticket Management

Forecasting

Internal Chat Integration

Lead Capture

Customizable Reports

Document Storage

Activity Tracking

Sales Pipeline Management

Referral Tracking

Calendar/Reminder System

Lead Distribution

Knowledge Management

Pipeline Management

Communication Management

Customer Database

Calendar Management

Customizable Fields

Automated Routing

Activity Management

Sales Trend Analysis

Data Import/Export

Lead Generation

Email Templates

Self Service Portal

Contact Management

Opportunity Management

Lead Management

Email Marketing

Mobile Access

Sales Reports

Territory Management

Multi-Channel Communication

Marketing Automation

Role-Based Permissions

Lead Segmentation

Workflow Management

Email Management

Ticket Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Knowledge Base Management

Segmentation

Reminders

Customizable Templates

Calendar Sync

Interaction Tracking

Reporting/Analytics

Contact Database

Lead Qualification

Client Management

Quotes/Estimates

Drag & Drop

Customer History

Pipeline Reports

Third Party Integrations

Task Management

Campaign Management

Sales Forecasting

Search/Filter

For iPad Devices

For Startups

Deal Management

For Insurance Industry

Customer Complaint Tracking

Routing

For Financial Institutions

For Small Businesses

Insurance Management

Starts at just $8 per user/ Billed annually. -  comes with 18 Apps, 
100 Custom Fields Per App
25 Workflows
8 Custom Dashboards
3rd Party Service Integration
24x7 Support

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Apptivo

In Person

Live Online

Webinars

Documentation

Videos

Euro

At last, a CRM solution that truly adapts to your needs!

Our mission is to help each company or organisation succeed by helping it to transform its customer data into customer knowledge while simplifying the work of its employees. Efficy is a major player in the European CRM market. With our personalised range of solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. And we have no intention of stopping there! Our ambition? To become the #EuropeanCRMChampion.  

Our CRM solutions are the most flexible on the market. We enhance the productivity of your marketing, sales and customer service teams by providing a range of CRM tools: customer database, opportunity tracking, lead nurturing, or online forms, to name a few. Our expert teams are always at your service - we can adapt your CRM solution to your organisation, processes, teams, projects, sales structure, customer support and help desk system.   

Don’t waste time on administrative tasks - empower your employees and grow your business with Efficy CRM. 

File Management

Commenting/Notes

Real Time Analytics

AB Testing

Milestone Tracking

Project Workflow

Customer Surveys

Multi-Channel Marketing

Surveys & Feedback

Status Tracking

Product Catalog

Project Templates

Access Controls/Permissions

Data Synchronization

Customer Segmentation

Progress Tracking

Digital Signature

Customer Service Analytics

Task Scheduling

Pre-built Templates

Electronic Signature

Portfolio Management

Project Management

Task Planning

Approval Process Control

Gantt/Timeline View

Projections

Multi-Campaign

Resource Management

Collaboration Tools

Churn Management

Full Text Search

Template Management

Campaign Segmentation

Email Tracking

Promotions Management

Call List Management

Campaign Planning

Multiple Projects

Customer Support

Version Control

Outbound Call Center

Project Time Tracking

Survey/Poll Management

Real Time Data

Performance Metrics

Call Scripting

Shared Contacts

Queue Management

Client Portal

Request Escalation

Social Media Integration

Real-Time Updates

Event Triggered Actions

Visual Analytics

Efficy CRM Starter : €20/user/month
Efficy CRM SMB : €40/user/month
Efficy CRM Enterprise : €60/user/month
Efficy CRM Corporate: €80/user/month

All plans include
* Common functionalities (CRM)
    Full management of sales opportunities and contacts
    360º visualisation of the sales funnel
    Task and agenda management
    Mobile application
    KPIs
    Outlook / Gmail integration
    Unlimited storage
    Create and save customised fields and views
    Efficy connect (API, import / export)
    Advanced search engine
    Documentation and report management (both sales and tasks)
* Support
    Real-time assistance
    And also via email and telephone
* Email Marketing
    Templates
    Campaigns Module
    Synchronisation with marketing automation tools

Apptivo vs Efficy CRM

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