CRM Acttiva logo

CRM Acttiva

by Acttiva · Since N/A
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorActtiva
Year launchedN/A
StatusActive
LocationAv. Juriquilla, 317, Villas del Mesón, 76230 Juriquilla, Qro., Querétaro, Querétaro 76226, MX
Countries servedGlobal
Languages1
Integrations4+
Free tier
Free trial
Contact sales

About CRM Acttiva

[API Error: HTTPSConnectionPool(host='api.openai.com', port=44]

CRM Acttiva by Acttiva is a comprehensive customer relationship management platform designed to streamline business processes and enhance customer engagement. Its core objective is to help businesses manage leads, automate marketing campaigns, monitor customer interactions, and improve sales productivity from a centralized platform. Tailored primarily for small to mid-sized enterprises, CRM Acttiva offers a suite of tools that include contact and lead management, sales pipeline tracking, task automation, email integration, and reporting dashboards. The software aims to bring greater structure and visibility to customer lifecycle management while allowing businesses to personalize their customer outreach effectively. The user interface of CRM Acttiva is well-organized and clean, with a focus on usability. Navigation menus are logically arranged, making it easy for new users to find key features like contacts, tasks, pipelines, and reports. The dashboard offers a customizable layout with drag-and-drop widgets, which lets users prioritize the information they value most, such as open deals, pending tasks, or recent customer activities. While the interface is not flashy or highly stylized, it emphasizes clarity and functionality.

Pros & Cons

What users like
  • +Adapts 100% to specific business needs.
  • +Presented as user-friendly and efficient.
  • +Includes free implementation and training.
  • +Connects with various other applications.
  • +Offers quick, multilingual assistance.
What users flag
  • Monthly per-user cost might scale up quickly.
  • Specific advanced features aren't deeply explained.
  • The assertion of being uniquely suited needs user validation.
  • Free trial is only for one month.
  • Deep customization could become intricate.

Features

Key features

100% Customizable CRM
The core selling point is its ability to adapt entirely to the specific needs and processes of any business, regardless of its industry.
Agile, Easy, and Fast CRM
It is presented as a user-friendly solution that streamlines processes efficiently.
Adaptable to Unique Business Relationships
The CRM acknowledges and caters to the unique ways businesses interact with their clients.
Faster and More Cost-Effective Implementation
Compared to other CRMs, Acttiva claims quicker and cheaper adaptation to a company's requirements.
Tools for Each Stage of the Sales Cycle
It provides features designed to facilitate and improve each step involved in closing a sale.
Enhanced Information Effectiveness
The CRM aims to improve the usability and impact of business data.
Increased Conversion Rates
A key benefit highlighted is its potential to boost the rate at which leads become customers.
Improved Sales Team Productivity
The software is designed to make sales teams more efficient.
Adaptability to Company Size
The tools and features are suitable for businesses of all sizes.
Integration with Other Applications
The CRM can connect with a user's existing software ecosystem.
Digital and Automated Business Processes
It assists in the digitalization and automation of various business operations.
Free Implementation and Training
New users receive 6 hours of free implementation and training.
Ongoing Support
The platform offers continuous and responsive support in both English and Spanish.

Additional features

Seguimiento de Prospectos (Prospect Tracking)
Tools to monitor and manage potential customers throughout their journey.
Crear Cotizaciones (Create Quotes)
Functionality to generate and manage sales quotations.
Genera reportes Automatizados (Generate Automated Reports)
The system can automatically create reports, likely on sales activities, performance, and other relevant data.
Colaboración entre compañeros (Collaboration Among Colleagues)
Features that enable team members to work together effectively within the CRM.
Seguimiento de Empresas (Company Tracking)
Ability to manage and track information related to different companies (likely clients or potential clients).
Calendario de Actividades (Activity Calendar)
A calendar to schedule and track tasks, meetings, and other activities.
Visión completa de ventas (Complete Sales View)
Provides a holistic overview of the sales pipeline and related data.
Crear Grupos de Trabajo (Create Work Groups)
Functionality to organize teams within the CRM for better collaboration and management.
Oportunidades de venta (Sales Opportunities)
Tools to manage and track potential sales deals.
Crear Tareas (Create Tasks)
Ability to create and assign individual tasks to team members.
Integra cualquier Aplicación (Integrate any Application)
The platform's architecture allows for integration with various external software applications.
Conmutación digital directamente desde la plataforma (Digital Switching Directly from the Platform)
Likely refers to the ability to make and manage calls or other digital communications directly within the CRM.
Calendario (Calendar)
Similar to "Calendario de Actividades," likely for scheduling and managing events.
Tareas (Tasks)
Similar to "Crear Tareas," for managing individual to-dos.
Prospectos (Prospects)
Similar to "Seguimiento de Prospectos," for managing potential customers.
Empresas (Companies)
Similar to "Seguimiento de Empresas," for managing company-level information.
Oportunidades (Opportunities)
Similar to "Oportunidades de venta," for managing potential deals.
Reportes (Reports)
Similar to "Genera reportes Automatizados," for accessing and analyzing data.
Colaboración (Collaboration)
Similar to "Colaboración entre compañeros," for team communication and work.
Dashboard operativo (Operational Dashboard)
A visual overview of key operational metrics.
Dashboard empresa (Company Dashboard)
A high-level dashboard displaying overall company performance.
Dashboard cualitativo y cuantitativo (Qualitative and Quantitative Dashboard)
Provides insights based on both types of data.
Grupos de trabajo (Work Groups)
Similar to "Crear Grupos de Trabajo," for team organization.
Presupuestos de ventas y metas (Sales Budgets and Goals)
Similar to "Crear presupuestos de ventas y metas a alcanzar."
Cotizaciones (Quotes)
Similar to "Crear Cotizaciones," for managing sales proposals.
Campañas (Campaigns)
Similar to "Crear una Campaña de e-mail marketing," likely encompassing broader marketing efforts.
Soporte chat (Chat Support)
Direct communication channel for customer support.
Importación de contactos desde Excel (Import Contacts from Excel)
Ability to upload contact lists from Excel spreadsheets.
Sinc. con Google Calendar (Sync with Google Calendar)
Integration to synchronize CRM activities with Google Calendar.
Parametrización personalizada (Personalized Parameterization)
Ability to customize settings and parameters within the CRM.
Asignación masiva de contactos (Mass Assignment of Contacts)
Functionality to assign multiple contacts to users or teams at once.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Corporate

USD 300

Countries & Languages

Global
Countries served
1
Interface languages
19
Billing currencies

Interface languages

Spanish

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇷🇺RUB🇧🇷BRL🇲🇽MXN🇨🇭CHF🇸🇪SEK🇳🇴NOK🇩🇰DKK🇸🇬SGD🇭🇰HKD🇰🇷KRW🇹🇷TRY

No reviews yet

Be the first to drop a review

Alternatives to CRM Acttiva

Unleashified logo

Unleashified

Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…

Trembi logo

Trembi

Trembi is a project management software from Trembi that supports teams in planning and executing…

Skynamo logo

Skynamo

Skynamo is a sales management software from Skynamo that supports field sales teams in managing…

Sense Talent Engagement Platform logo

Sense Talent Engagement Platform

Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Salesforce Sales Cloud is a sales force automation software from Salesforce that enables sales teams…

Salesforce logo

Salesforce

Salesforce is a CRM software platform from Salesforce that helps companies become Agentic Enterprises where…

Often compared with CRM Acttiva

Compare any two tools →
Unleashified logo
Unleashified
CRM
0.0
Trembi logo
Trembi
CRM
0.0
Skynamo logo
Skynamo
CRM
0.0
Sense Talent Engagement Platform logo
Sense Talent Engagement Platform
CRM
0.0