About CRM Acttiva
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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
- 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.
- 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
The core selling point is its ability to adapt entirely to the specific needs and processes of any business, regardless of its industry.
It is presented as a user-friendly solution that streamlines processes efficiently.
The CRM acknowledges and caters to the unique ways businesses interact with their clients.
Compared to other CRMs, Acttiva claims quicker and cheaper adaptation to a company's requirements.
It provides features designed to facilitate and improve each step involved in closing a sale.
The CRM aims to improve the usability and impact of business data.
A key benefit highlighted is its potential to boost the rate at which leads become customers.
The software is designed to make sales teams more efficient.
The tools and features are suitable for businesses of all sizes.
The CRM can connect with a user's existing software ecosystem.
It assists in the digitalization and automation of various business operations.
New users receive 6 hours of free implementation and training.
The platform offers continuous and responsive support in both English and Spanish.
Additional features
Tools to monitor and manage potential customers throughout their journey.
Functionality to generate and manage sales quotations.
The system can automatically create reports, likely on sales activities, performance, and other relevant data.
Features that enable team members to work together effectively within the CRM.
Ability to manage and track information related to different companies (likely clients or potential clients).
A calendar to schedule and track tasks, meetings, and other activities.
Provides a holistic overview of the sales pipeline and related data.
Functionality to organize teams within the CRM for better collaboration and management.
Tools to manage and track potential sales deals.
Ability to create and assign individual tasks to team members.
The platform's architecture allows for integration with various external software applications.
Likely refers to the ability to make and manage calls or other digital communications directly within the CRM.
Similar to "Calendario de Actividades," likely for scheduling and managing events.
Similar to "Crear Tareas," for managing individual to-dos.
Similar to "Seguimiento de Prospectos," for managing potential customers.
Similar to "Seguimiento de Empresas," for managing company-level information.
Similar to "Oportunidades de venta," for managing potential deals.
Similar to "Genera reportes Automatizados," for accessing and analyzing data.
Similar to "Colaboración entre compañeros," for team communication and work.
A visual overview of key operational metrics.
A high-level dashboard displaying overall company performance.
Provides insights based on both types of data.
Similar to "Crear Grupos de Trabajo," for team organization.
Similar to "Crear presupuestos de ventas y metas a alcanzar."
Similar to "Crear Cotizaciones," for managing sales proposals.
Similar to "Crear una Campaña de e-mail marketing," likely encompassing broader marketing efforts.
Direct communication channel for customer support.
Ability to upload contact lists from Excel spreadsheets.
Integration to synchronize CRM activities with Google Calendar.
Ability to customize settings and parameters within the CRM.
Functionality to assign multiple contacts to users or teams at once.
Pricing
Monthly plans
Countries & Languages
Interface languages
Billing currencies
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About CRM Acttiva
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CRM Acttiva Details
CRM Acttiva's In-App Market Place
Does CRM Acttiva have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥), INR (₹), RUB (₽), BRL (R$), MXN (Mex$), CHF (Fr.), SEK (kr), NOK (kr), DKK (kr), SGD (S$), HKD (HK$), KRW (₩), TRY (₺)
Pros & Cons
- 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.
- 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.
CRM Acttiva's Support Options
CRM Acttiva's Alternatives
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
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Sense Talent Engagement Platform
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
