AppsForOps Timeline

Customer success management tool with Outlook integration

4,9 /5 (16 reviews) Write a Review!

AppsForOps Timeline Overview

What is AppsForOps Timeline?

AppsForOps Timeline is a customer success software that provides visibility on customer activity spanning the organization's people, processes and systems. Users can view a timeline of all customer activity directly from within an Outlook inbox, and get the whole picture to help make the right decisions. Activity history includes all emails, calls, notes, tasks, or data flowing in from any external system such as platforms for sales, marketing, customer support, eCommerce, social media, and more.

The AppsForOps timeline loads automatically when an email message is selected or entered and displays all activity such as emails, calls, notes, tasks, or external data relevant to that contact, directly within the user's Outlook inbox. Users can also switch to the company view in order to see all activity across the organization and their colleagues. Company view means that all contacts which share the same domain name will be displayed within a timeline, along with all their relevant content and data. The groups feature enables users to add members to a group to include items to that contact’s or company’s timeline. Users can also select which emails are included within an activity timeline, groupwide or privately. The ‘easy add’ feature creates a folder within the inbox, which allows users to drag and drop emails which will then be automatically included to a timeline.

AppsForOps Timeline includes quick actions functionality which allows users to quickly compose an email or reply to one using an email template which can contain smart tags, which automatically enter the sender or receiver’s name or email address. Channels allow users to feed data from a wide range of of third party apps onto the timeline, including multiple email, CRM, customer support, marketing, accounting, event management, database, eCommerce, social media, and collaboration platforms.

AppsForOps Timeline Overview

Pricing

Starting from
US$10,00/month

Pricing options

Free Trial
Subscription
Value for money

Monthly subscription: $10 per user, per month

Annual subscription: $100 per user, per year


AppsForOps Timeline Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

The timeline loads automatically when an email is selected or entered and displays all activity for the contact right in the inbox
Channels allow users to automatically feed data from thousands of third party apps onto the timeline with minimal integration effort using Microsoft Flow, Zapier or MailChimp
Turn information into action by seeing exactly what has changed on each company and when
See all actvivity by channel or by who is sending and receiving the email that has been added to the timeline
Quick action tools allow users to quickly compose a new email or reply to an existing email using a template
AppsForOps Timeline video AppsForOps Timeline screenshot: The timeline loads automatically when an email is selected or entered and displays all activity for the contact right in the inbox AppsForOps Timeline screenshot: Channels allow users to automatically feed data from thousands of third party apps onto the timeline with minimal integration effort using Microsoft Flow, Zapier or MailChimp AppsForOps Timeline screenshot: Turn information into action by seeing exactly what has changed on each company and when AppsForOps Timeline screenshot: See all actvivity by channel or by who is sending and receiving the email that has been added to the timeline AppsForOps Timeline screenshot: Quick action tools allow users to quickly compose a new email or reply to an existing email using a template

AppsForOps Timeline Reviews

AppsForOps Timeline Reviews

Overall rating
4,9
/
5
Excellent
14

Very good
2

Average
0

Poor
0

Terrible
0

Value for Money
4,9
Features
4,8
Ease of Use
4,9
Customer Support
4,6
100% recommended this app
Anthony D.

Great tool for creating expenses whilst on the road


Tony R.

AppsForOps - Expense Claim All Good

If you a small to medium organisation with needs to save time and money managing expense claims, timesheets, leave etc look no further. AppsForOps offers great value in one package. Personally I use the expense claim app the most. It works on my mobile phone so I can capture expenses on the run. The AppsForOps team regularly publish updates with feature enhancements, such as quick links. Check it out for yourself.


Rudi V.

Pre-Approve Large Expenses

As a manager, the AppsForOps "Expense Preapproval" application allow's me to pre-approve business expenses that are above the company predefined expense limits.

This ability empowers my staff to operate quick and efficiently without long wait times for in-person/approval meetings with me. It also gives me great control and visibility on those bigger expenses before they incur as well as the ability to approve expenses on the go from my mobile phone.


Louis C.

No more receipts!

The best part of the expense claim app is the fact that with just a few clicks, I can take a picture of the receipt of my purchase right there and then and add this to the expense claim - nothing more to do. Gone are the days of carrying around receipts until I can submit my claim!


Verified Reviewer

Excellent experience


Anthony D.

Great tool for creating expenses whilst on the road

Used Monthly for 6-12 months
Reviewed on 2018/02/23
Review Source: GetApp

Pros

The expense claim app allows me to capture the receipts each time I purchase something. These receipts are then stored against the project. At this point in time - I do not have to worry about retaining the receipts - I simply add the receipt against the "expense project/group" that I created initially and then i discard the physical receipt. The expense will be there in AppsForOps - ready for the me to either add another expense or when I am ready, I can submit the 'collection of receipts/expenses' as a whole. There is no need for me to be in the office to do this, I can also do this whilst I wait for my plane home. Within a few moments of submitting, I get a notification that my team leader has received the expense. I can be competent in knowing that within a few days, my team leader will process the expense claims. Each time something has been completed or processed, I will receive another notification.

This expense claim app really does provide confidence in that knowing that my out of pocket expenses will be fixed up in a timely manner without having to 'jump through hoops'. I only use my smartphone to capture the expenses and this takes less than a minute, usually capturing the expense within a few minutes of being given the tax invoice (as I know what condition the receipts look like after I take them out of my wallet). In the case of low phone battery, I can use my laptop to finish adding receipts easily switching devices without any inconvenience.

The best thing is I know there is no need to chase my team leader. I know the task is with him. I can see it is in his list of things to do. I get alerts when he processes my expense claims. This is complete peace of mind.

Cons

This is probably stating the obvious - A smartphone is required in order to get the most benefit/convenience whilst travelling.

Rating breakdown

Ease of Use

Likelihood to recommend: 8.0/10

Tony R.
Industry: Computer Software
Company size: 11-50 Employees

AppsForOps - Expense Claim All Good

Used Daily for 1+ year
Reviewed on 2016/12/08
Review Source: Capterra

If you a small to medium organisation with needs to save time and money managing expense claims, timesheets, leave etc look no further. AppsForOps offers great value in one package. Personally I use the expense claim app the most. It works on my mobile phone so I can capture expenses on the run. The AppsForOps team regularly publish updates with feature enhancements, such as quick links. Check it out for yourself.

Pros

Mobile friendly
Integrates with Zero out of the box
Gives me visibility into my workflow requests
A lot of thought has been put into screen layouts and backend intelligence to surface the right information at the right time. e.g The timesheet App gives you the option to correct your leave days taken on the day your leave is complete. This is helpful in the IT industry when you often have to cut your leave short or you leave is interrupted.

Cons

There is not much to dislike, in the context of it being an App for Small to Medium business. AFO would lack features that large corporate would want.

Response from AppsForOps

Thanks for the awesome review Tony!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Rudi V.

Pre-Approve Large Expenses

Reviewed on 2017/01/03
Review Source: Capterra

As a manager, the AppsForOps "Expense Preapproval" application allow's me to pre-approve business expenses that are above the company predefined expense limits.

This ability empowers my staff to operate quick and efficiently without long wait times for in-person/approval meetings with me. It also gives me great control and visibility on those bigger expenses before they incur as well as the ability to approve expenses on the go from my mobile phone.

Response from AppsForOps

Thanks so much for the great feedback Rudi.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Louis C.
Industry: Computer Software
Company size: 11-50 Employees

No more receipts!

Used Daily for 1+ year
Reviewed on 2016/12/08
Review Source: Capterra

The best part of the expense claim app is the fact that with just a few clicks, I can take a picture of the receipt of my purchase right there and then and add this to the expense claim - nothing more to do. Gone are the days of carrying around receipts until I can submit my claim!

Pros

Easy to use, easy to understand and tonnes of functionality

Cons

I can't think of anything that I really dislike about it

Response from AppsForOps

Thanks Louis and great to hear you are finding lots of value using AppsForOps Expense Claim.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer

Excellent experience

Used Daily for 2+ years
Reviewed on 2017/12/20
Review Source: GetApp

Pros

Easy to and quick to use. The mobile app and site gives it soft user expierience that cover most use cases.

Cons

The color theme can maybe tweaked a bit, but all and all an exelent expierience.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,5/10
Based on 16 user ratings
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AppsForOps Timeline Pricing

AppsForOps Timeline Pricing

Starting from
US$10,00/month
Free Trial
Subscription
Value for money

Monthly subscription: $10 per user, per month

Annual subscription: $100 per user, per year

Monthly subscription: $10 per user, per month

Annual subscription: $100 per user, per year

Value for Money
4,9/5
Based on 16 user ratings
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AppsForOps Timeline Features

AppsForOps Timeline Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4,8/5
Based on 16 user ratings
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Categories

Additional information for AppsForOps Timeline

Additional information for AppsForOps Timeline

Key features of AppsForOps Timeline

  • Account alerts
  • Account management
  • Accounting integration
  • Activity tracking
  • CRM integration
  • Contact management
  • Contact or company view
  • Customer activity tracking
  • Customer engagement
  • Customer lifecycle management
  • Customer management
  • Database integration
  • Drag and drop emails
  • Easy add - folder creation
  • Email integration
  • Favorites
  • Groups
  • Health score
  • Health trend
  • Inbox management
  • Microsoft Outlook integration
  • Prioritization
  • Reports
  • Social media integration
  • Tasks
  • Templates
  • Third party integration
  • Timeline
  • Usage tracking / analytics
  • eCommerce integration

Benefits

  • Get a timeline of all customer activity right within an Outlook email inbox including emails, calls, notes, tasks, and data flowing in from external platforms for sales, marketing, or customer support.

  • View, track and set customer success metrics for each customer such as their priority, health trend, current health, renewal date, renewal amount, and more.

  • Turn information into action by keeping up to date on the pulse and see exactly what has changed on each customer and when.

  • Drill down into all activity and customer success metrics, and see a list of companies and their metrics by channel or by contact with reports.

  • See the whole picture by keeping track of all customer activity across various departments, even activity which involves colleagues.

  • AppsForOps Timeline FAQs

    AppsForOps Timeline FAQs

    Below are some frequently asked questions for AppsForOps Timeline.

    Q. What type of pricing plans does AppsForOps Timeline offer?

    AppsForOps Timeline offers the following pricing plans:

    Starting from: US$10,00/month

    Pricing model: Subscription

    Free Trial: Available

    Monthly subscription: $10 per user, per month Annual subscription: $100 per user, per year

    Q. What are the main features of AppsForOps Timeline?

    AppsForOps Timeline offers the following features:

    • Account alerts
    • Account management
    • Accounting integration
    • Activity tracking
    • CRM integration
    • Contact management
    • Contact or company view
    • Customer activity tracking
    • Customer engagement
    • Customer lifecycle management
    • Customer management
    • Database integration
    • Drag and drop emails
    • Easy add - folder creation
    • Email integration
    • Favorites
    • Groups
    • Health score
    • Health trend
    • Inbox management
    • Microsoft Outlook integration
    • Prioritization
    • Reports
    • Social media integration
    • Tasks
    • Templates
    • Third party integration
    • Timeline
    • Usage tracking / analytics
    • eCommerce integration

    Q. Who are the typical users of AppsForOps Timeline?

    AppsForOps Timeline has the following typical customers:

    Small Business, Large Enterprises, Public Administrations, Non Profit, Freelancers, Mid Size Business

    Q. What languages does AppsForOps Timeline support?

    AppsForOps Timeline supports the following languages:

    English

    Q. What type of pricing plans does AppsForOps Timeline offer?

    AppsForOps Timeline has the following pricing plans:

    Subscription

    Q. Does AppsForOps Timeline support mobile devices?

    We do not have any information about what devices AppsForOps Timeline supports

    Q. What other apps does AppsForOps Timeline integrate with?

    AppsForOps Timeline integrates with the following applications:

    Expensify, GoToWebinar, Mailchimp, Microsoft 365, QuickMail.io, Salesforce Sales Cloud, ServeManager, Shopify, Xero, Zendesk

    Q. What level of support does AppsForOps Timeline offer?

    AppsForOps Timeline offers the following support options:

    Online Support, FAQs, Video Tutorials