Who Uses This Software?

We serve businesses of all shapes and sizes. From independent consultants to billion dollar enterprises, Apptivo offers over 60 business apps that are highly configurable for most types of companies.


Average Ratings

289 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $10.00/month/user
    See pricing details
  • Pricing Details
    All apps included in one price. Get 2 months free when when paid yearly.
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Apptivo
  • www.apptivo.com
  • Founded 2010
  • United States

About Apptivo CRM

Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.


Apptivo CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

Apptivo CRM Reviews Recently Reviewed!


Capterra loader

Apptivo is All-Inclusive, Modern ERP Cloud App Done Right (Just Add Speed and GUI Refresh)

Jun 20, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: They do not nickle-and-dime you to death! One price includes everything. Their tiers are about number of users rather than adding/subtracting features. A more sensible model than some of the others.

I like how detail views are available from most places -- call logs, projects, tasks, and notes can be associated with a contact or company or opportunity.

The integration with email is excellent, right down to making it easy to connect your email boxes. One challenge I had that Apptivo solved for me was how to keep emails related to a particular project or opportunity all together in one place. Apptivo does a good job of this by assigning codes (or project numbers), and allowing you to select whether or not the email you are writing is related.

If you are writing emails using some other application (your desktop client or cloud-based app), you can use the same code in the subject line and Apptivo will pull that email into the app, and associate it with the relevant modules (project, client, case, etc.)

Cons: Apptivo is reliable, doesn't seem to ever lose information, etc. but it is often as slow as molasses in an ice storm. Waiting is a no-no; constant waiting is a annoyance that has made me close the app more than once and come back another time.

Apptivo communicates improvements and changes on a regular basis, however, it takes Apptivo a long, loooooong time to integrate changes that have been requested by clients, and improvements overall.

The incremental changes they report on are good but they are really things that should have been implemented 4-5 years ago. An example of this is Stripe (payment gateway) integration. I requested it over and over about 3 years ago but it was just implemented last year.

They could do better with customization (esp. dashboards), reporting, data import, data export and speed.

Low scores on API/integrations -- they have an API but not many other services have developed integrations for it. Neither have they developed many integrations (except for Google products). Even their WordPress module is outdated, clunky. Also, connection to phone services (to take better advantage of the ability to log calls).

The interface still has areas that are clunky and unattractive (although, in defense of Apptivo, I must say the interface has improved in aesthetics, colors and icons in the 4 years I've been using it).

Overall: I was using Teamwork (formerly Teamwork PM) for project management, a local install of vTiger CRM for contacts and opportunity management, and myriad other cloud-based apps to pull together administrative activities.

I wanted an all-inclusive software with strong project management features that also allowed me to handle detailed invoicing and allowed customers to click a link to pay. Lastly, the CRM component had to be at least as good as vTiger (or Zoho CRM which I'd also given a trial run).

Apptivo satisfied these needs. Pleased with the CRM, opportunity management, project management, field service management, and billing apps (especially since they've added Stripe as a payment gateway).

Vendor Response

by Apptivo on November 13, 2018

Sorry about our delayed response, but thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Why I am choosing Apptivo

Feb 22, 2015
5/5
Overall

Comments: So, I have been test driving CRM's for the last 2 years. I have scanned and reviewed about 100 of the CRM's out there, and during the selection process only a few stood up to my requirements, being: -A solid sales pipeline (From lead to opportunity to sales to after-sales) -A great contact management system -The possibility to generate quotes that can be converted to work orders, to invoices etc -An integrated templated Project management system with pre-set task generation -Email (gmail) integration -Google apps for business integration -The possibility to add more functionality in the form of integrated apps when the need arises. At the end, and when all the nitty-gritty was tested, only 3 applications remained who were comparable, qua price and functionality. But where Apptivo stands out with head and shoulders above nearly ALL the CRM's I tested, is the quality and the availability of their support! As far as I know, ONLY Apptivo, has a free 24/7/365 online support chat from within the CRM, and I consider this as a huge plus point. I run a small B2B business supplying promotional products mostly in Southern Africa but rapidly growing and expanding our market. We are currently with six people, but I am confident that at our current growth rate, we will pass the 10 employee mark by the end of 2015. I have a deep passion for what I do and when it comes to the integration of a tool that in time becomes a keystone in my business, I need suppliers that share my passion. And this is exactly what the people of Apptivo do: Tested and proven, even today on a Sunday afternoon. Keep up the good work guys, I hope we will go a long way together! Edwin Spiessens Corp. Gifts and Gadgets cc South Africa www.gifts-n-gadgets.co.za Feel free to drop me any question at any time if you think I can help you by selecting a CRM: edwin@giftsngadgets.co.za

Pros: -A solid sales pipeline (From lead to opportunity to sales to after-sales) -A great contact management system -The possibility to generate quotes that can be converted to work orders, to invoices etc -An integrated templated Project management system with pre-set task generation -Email (gmail) integration -Google apps for business integration -The possibility to add more functionality in the form of integrated apps when the need arises. As far as I know, ONLY Apptivo, has a free 24/7/365 online support chat from within the CRM, and I consider this as a huge plus point.

Cons: If I have to say anything then it will be that the look of the user interface is a bit dull, but i will take this a hundred times to bells and whistles, and a quarter of the functionality and support!

Customer Support is very Responsive

Nov 28, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Our business started Apptivo when we were quite small, and there were several issues with the program when we first began using them. The support at Apptivo is awesome, every time that we have a difficulty using any of the programs feature, they have gotten back to us within hours or sometimes days. The recent issue with using their Ledger App took a bit longer to resolve but we enthusiastically appreciate their dedication to resolving the issues, and how thoroughly they did resolve it. The features we use most often include: Emailing Invoices and Estimates, keeping track of our Finances with their Ledger App, and keeping track of correspondence with Clients. There are some many other features to the program including tracking Inventory, tracking Accounts with Suppliers, and creating Projects with clients/collaborations with other professionals just to name a few. I will continue to use and support the Apptivo program. They continue to grow and offer more features, clearer and efficient options for tracking the growth of our business as it continues to grow!

Pros: Easy to use features - Sending out invoices - Receiving payments and notifications - Receving Emails and Client feedback - Tracking client info - Reviewing, Updating, and tracking Inventory and Accounts Payables. There are many other features but these we use in general.

Cons: Some errors with Invoices through paypal that require the client to input the info more than once, especially when there is Updates to the program. This has happened on some occasions, but is no longer an issue that we experience.

Recommendations to other buyers: Yes, great program for all your CRM needs.

Very useful CRM, accessible from anywhere, good value for money

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The CRM functionality is intuitive to use. Not much setup is needed but still a lot of customization is possible. It can easily grow with the company and is accessible from anywhere. As a cloud based service you do not need to care about hardware, accessibility etc. Remarkable: There is an exceptionally responsive customer support. Overall very recommended for flexible startup companies.

Cons: While the CRM functionality is quite good the rest of the apps (like order management, invoicing, inventory etc.) are a bit limited in possibilities and use. As long as one is dealing within a single country this should be fine. As an international business with export to many countries there will be many compromises or workarounds. Especially regarding interaction with the customers (quotes, invoices etc.) the customization possibilities are very limited. From time to time new releases or features are deployed that can change appearance and functionality to the better or worse. While the response time of the customer support is better than anything else I have ever seen, the help with more sophisticated questions is often limited and needs long explanations. Fixing of bugs can take very long. Overall the software feels a bit slow.

Good but so much opportunity to be so much better

May 16, 2018
2/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: I can adapt it to my needs.

I feel that when I make a suggestion for improvement it will genuinely be listened to.

Cons: There are a lot of bugs - this is why I have marked the overall quality down. We are always creating something and then it crashes, or it wont save and we have to start again. Or emails never arrive which causes big problems. Whenever there are updates, something unintentional seems to get affected. Perhaps more testing before going live. It feels a bit unprofessional sometimes.

We can't test our own changes, so when I am updating things and people are using it, it can be disruptive. I really need to make changes and test before going live.

The support is not always perfect. Some times its great, but sometimes I am not understood. The right intentions are always there though.

Vendor Response

by Apptivo on October 11, 2018

Hi Mike,

The only way to achieve this would be to have another account that you can use as a test account. It wont have all your production data, but you can certainly use that to test out config changes.

For enterprise accounts (larger than 250 users) we do provide multiple dedicated environments as its pretty normal to have dev, QA and production accounts in that setting.

We are constantly working to improve the quality, while keeping the pace on new features. I totally understand when some of these new releases cause disruption to existing processes, but we are working to make these changes as seamless as possible.

Thank you for your feedback though. We'll continue to refine our execution.

It literally saved my hours and hours of precious time!

Sep 24, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: It helps to manage customer relationship, campaigns, billing, and invoices. This is helpful to manage payment and tax department very smoothly which is important for any business. It further helps to organize the calendar for all business activities and keep a record of all the important contact details. Document management is another key feature. All the important documents related to the business can be kept safely in a virtual location. It caters to widespread businesses like the travel industry, retail, and wholesale industry etc.. All important activities of a business can be interlinked with the help of this application. We can enhance our productivity with this effective management application.

Cons: When we started, our time zones were just IST and when employees from another part of the world started to sign up to the CRM, we faced a lot of problems to set autoresponders at the correct time. The time and date format don't change according to the location.

Great way to track projects. A lot of features that can be customized for your specific industry.

May 07, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Being able to put numerous fields to retain all project information in several different formats. Ease of reporting by exporting data to excel and going from there. You only have to use what you need. Disabling certain apps prevents you and users with too much information. Great selection of apps to customize for each business. Really enjoy the product!

Cons: Invoicing is very basic. Not able to use it if you bill hourly. Not enough 1:1 support for highly complex project system setups. Need more reps to have access to custom care. Had pitfalls in reporting, but were addressed fairly quickly, but set us back as a company. Needing to double check items saved in the project you just updated, some data doesn't get saved on the first try. Not being made aware of when enhancements are made and what new features now exist. Reporting on specific users projects - needs ability to set priority is assigned roles and see those rankings constantly.

Overall: Being able to see any project at any given status at any time.

Vendor Response

by Apptivo on November 13, 2018

Sorry about our delayed response, but thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

All-in-one ERP - broad coverage at a reasonable price

May 14, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: An extremely broad range of applications. Apptivo beats most competitors in this respect; it really is an 'all-in-one' ERP in fact - not just a CRM. At the same time Apptivo is excellent value for the money. The 'in-app' live chat support is especially helpful, as you can deal with issues as they occur. The pricing is per user, broadening the base of potential organizations who will find Apptivo appealing from the outset, and scaling as the organization grows larger.

Cons: Being a 'jack of all trades', Apptivo cannot be expected to excel in every area. Some features - such as the two Wordpress plugins - seem neglected and are seldom updated or promoted. Given the popularity of WP it seems to be a missed opportunity to expand into the help desk market. Another example would be the customer portal, it seems a bit awkward. The customer must sign-up through Xinnect and then Apptivo as well to access their portal, even though Apptivo might not be relevant to them. It is also difficult to control exactly what clients will see, and they are shown a lot of irrelevant fields, even though there is a rudimentary role assignment mechanism. Combining this with cases (tickets) and answers (knowledge-base) should in theory provide an alternative to a help desk, but it is a long way round.

Overall: All-in-one business software, good support and value for the money.

Vendor Response

by Apptivo on November 13, 2018

Sorry about our delayed response, but thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Capterra loader

Apptivo is Awesome

Aug 21, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Apptivo provides an excellent CRM for us to schedule emails and send a personalized email to several people at the same time. We schedule meeting reminder emails and workshop reminder emails all through Apptivo.

Cons: Customer support is lacking and the software is not very intuitive. It seems as though customer support is outsourced and that the CSR's don't know the product very well. Apptivo does not have a lot of instructional videos on Youtube and their written support is hard to locate.

Overall: Overall, I love the product now that I have learned to use it. I just wish that it were more user friendly in the beginning and that the customer service were more helpful when I want to learn something new. I have been hindered in learning how to use other apps within Apptivo because I don't want to go through the hassle of dealing with customer support.

Vendor Response

by Apptivo on November 13, 2018

Sorry about our delayed response, but thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about your issue with our user friendliness and customer support, we are working towards improving it. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Capterra loader

We've been using Apptivo to manage our networking group for invoicing and also guest management

May 07, 2018
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Comprehensive tool that allows us to create templates for just about everything we need from weekly updates, quarterly & annual invoicing, guest followup and reminders. Also, let's us automate generation of invoices. Great to have a history of current & past members & guests.

Cons: Seemed to work find for the first few years but in the last 1-2 years there have been anomalies in invoicing: past due amounts were incorrect and have had to reach out to customer support several ties on this... We are not paying for the service (so I guess we don't have the right to complain) but it has been an issue to trouble-shooting the problems. Customer support has been responsive but resolution of the issues has sometimes been slower than I'd like. I've had to create work-arounds to resolve some of the issues.

Overall: It has great time-saving features but has been "glitchy" after having worked successfully in the past.

Vendor Response

by Apptivo on October 11, 2018

Hi Susan,

We've improved the technology quite a bit and have also added a lot of new features. Some training may help to get used to getting your work done in the current version as it stands.

We have not discontinued any working features unless we are able to provide a much better flow and it was impossible to keep both the old and new features to coexist.

Certainly feel free to reach out to us to schedule additional training.

The interface, functionality and configurability of Apptivo CRM is superb.

Apr 30, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The heuristics of the interface provides the user with an natural environment to learn and work within. It's configurability is superb and it's modular functionality provides the right amount of compartmentalization that allows the user to focus on just the features the need. This enhances navigation and the user's learning curve. On top of all this, Apptivo provides top notch support, even through the trial phases of their product. Their support representatives are online 24/7, and in one instance, Mani provided me an upgrade and customization for my particular application. With such competent and helpful free product support, I have total confidence in our companies ability to roll out a great implementation of CRM. All of the features we desire are available on a mobile platform, so we really couldn't ask for much more.

Cons: A few minor quibbles, none functionally inhibiting. In creating views the product automatically alphabetized them and I would have preferred to display them in a custom order. Between Apps, which are really views, their is not a 2-way synchronization of fields, only a one-way push is offered. The product keeps a history of all changes, so we have yet to notice weeknesses in how user accounts are handled.

Overall: Quick setup, compartmentalized functionality so we can add features as we go along, and of course the ability to track our contacts, customers, and sales. This makes it not just a CRM system, but also an invoice and accounting system and reporting tool. At its price point, its features and full support, it is hard to beat.

Capterra loader

Best Bang for the buck on the market! Adaptability and ease of use with scalability!

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of USE and layout modifications! The layout is so easy and adaptable to collect the information simply from other users. Databases are only as good as the information you put into them. Apptivo makes it so SIMPLE getting the info in and thus making it powerful!

Cons: Very few, because it is cloud-based they are constantly adding customization features and options and sometimes the functional icons show up in the Customization Settings of the Administrator and there is no documentation for the new functionality as of yet. I would much rather have this problem than them not update the customization functionality though. This database is unbelievably scalable and constantly improving!

Overall: Functionality and accurate data collection that was flexible to meet my needs! Hands down the best solution on the market for the price point!

Excellent Product, Excellent Support.

Mar 16, 2015
4/5
Overall

4.5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the fantastic support, customizable forms, and employment management. These features are really well put together. On the topic of customizable forms I'll just add that you can create a form that is as extensive (or simplistic) as you need. The search function for forms is fantastically easy and advanced search gives you the option to search for any data in any specific form you have which is really really good.

Cons: There are a couple changes needed for me to rate this 10 out of 10. I love this software, but until the following issues are fixed, we will continue to have a few frustrations with using it: -You should be able to sort every column A-Z (or by date oldest to youngest) and vice-versa not just "Standard attributes." -Again around filtering, if you create an input box for a date, not using the 1 standard attribute "Date Completed" Lets give the example of using a new field you create called "Sales Presentation Date". You can't sort the data by a range of dates. You can only do this for the 1 standard attribute field "Date Completed". We have several date fields that we NEED to be able to filter the range with (e.g. to find out how many sales visits a salesman has been on during a specific month), but we cannot do this because we cannot sort or filter by date range. -Lastly the inability to PRINT directly from Apptivo is just frustrating. You have to export it to Excel (which should be a separate button and not part of a drop down menu) and then print.

Recommendations to other buyers: You can customize this software to do almost anything. It doesn't have calculation functionality yet so that is about the limit. The only other thing you'll have to consider at the moment is if you are doing a lot of date ranges searches, then you'll have to make sure you have a workaround before going ahead. Besides that, we love using it! And it's stupid cheap! Give it a try, you wont be disappointed!

I like Apptivo, but have found it to have lots of glitches and is very slow at times

May 04, 2018
4/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: The concept of the software is great... it is very integrated and it seems like the owners are always trying to improve the program.

Cons: The problems are the number of glitches experienced; the difficulty in getting issues resolved; the fact that the program can be very slow to respond. Right now, for instance, when I click on an email sometimes it opens up and sometimes it doesn't. Not sure what is causing this, but it is extremely frustrating and inefficient. I tend to do things in Google. I am seriously considering abandoning Apptivo.

Overall: Apptivo helps to keep my partner and I organized. We particularly use the email and notes function. We are a builder, so everything is organized around projects. The scheduling program is terrible, by the way.

Almost there!

Jul 20, 2015
4/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: Great product. Some of the must have features for our business are still a work in progress, but once they are available - I'd jump on this product. Things we need are pretty minor, but hope they get the attention it needs:

- Need timesheets to require a customer input. Currently timesheets can be created without a customer and that creates problems, since approved timesheets cannot be edited or deleted.

- Need to be able to enter timesheet involving multiple customers/projects in the same period. Currently, users have to enter multiple timesheets for the same period if they worked on different customers

- Our timesheet periods are set to weekly, and our week begins on a Monday. But it doesn't force the users to have a Mon-Sun period. They are able to submit time that begins in the middle of the week (Thu-Wed).

- Once the above timesheet changes are implemented, would also like to see a user being limited to one timesheet per period. Don't want duplicate timesheets unnecessarily, specially since they cannot be deleted once approved

- For a service oriented business, we need to be able to track an employee's time such that it gives us cost, as well as earnings, so profitability (and payroll calculations) become easier.

- When each employee signs up, they have to go add each app that they have been given access to. This adds a lot of training and onboarding overhead to us. We'd like to be able to add apps to employees' accounts at an admin level, so they just have to log in and start using the apps

- Similar to the last point above, we would also like to be able to control the look/feel of each of our employees' accounts. We've setup the color schemes to match the company brandings, but they don't reflect in our employees' logins.

Other than these missing features, it's a great product! The customer support is exceptional. I've never seen such a dedicated support staff who is available to answer questions and help you get started so quickly.

It didn't have all the features we needed but they were working on it.

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The Support staff were helpful and available. It was easy to use and the features were nice options.

Cons: You had to add the same information each time you added an app, this made it time consuming. Such as Templates for Email, I had to add it to the Email section, the Customer Section and then again to the Contacts section. It would have been nice to have a Universal Email template area so I could input them Once and choose throughout. Also, some functions for the Funnel system and Search engine wouldn't be Universal enough, so I had copies of people in each section so I could do a search or Report in 2 different areas for One customer just to get the complete information I needed. Search, and Reports should have the same options regardless of where the Customer is a Lead or transferred into a Buyer. This was annoying.

Great way for multiple people on a team to manage and use contacts

Dec 12, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Apptivo is a program that our ministry uses to keep our subscriber addresses organized and updated. We have several people on our team going in to make changes on a consistent basis, and this program helps track who has changed what and when. Also, we have multiple lists with thousands of addresses, and it can handle the large volume.

Cons: The only con I would state is that we use abbreviated states in order to send mail cass certified. Apptivo uses the full name of states, so we have to use formulas when we export to Excel in order to print labels correctly. It can be a hassle.

Overall: This software is key to organizing and maintaining addresses!

Good Software but needs few more updates, might want to compare with competitors to get better overv

May 07, 2018
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: on stop shop ERP for all your business needs, tech support are good and fast responding.

it even let you build your own module

Cons: site slow on most platforms, invoicing missing few functions, like reactivating stopped recurring invoices.

Vendor Response

by Apptivo on October 11, 2018

Hi Sam,

We have been investing on performance while introducing new features during our regular releases. Performance is pretty good most of the time. Sometimes the nodes you are connected to may have some lags due to load and latency. But most of the time we're alerted to such issues and get them addressed as soon as we can.

We'll certainly look into the features requests regarding recurring invoices and keep you informed.

This has been such a great site to use for us to record customers and make sure to follow up

Jul 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Love how they have the follow up option, I depend on this on when to follow up with my customers

It is easy to use and get data about the type of clients we have

Cons: I wish it was easier to link so we could have sales, manually updating that is a pain, also wish that it had more options on types of customers we can put them under

Vendor Response

by Apptivo on November 13, 2018

Sorry about our delayed response, but thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about your experience with the manual updating and we are looking into that. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Nice concept, really buggy

Jul 27, 2017
2/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: Concept of having all parts of the system connect is nice, but unfortunately it creates more headaches than it's worth.

Cons: It's super glitchy. There are more bugs in this system than I ever seen. I also don't think the engineers who built this have ever worked with an actual business. There were simple things that would never fly in a serious business. For example, the reports it generates are discounted by a factor of probability of closing a sale, and cannot be adjusted. So reports don't reflect actual values of the sales pipeline. Over 1 year, I spent way too much time reporting issues hat were often met with "thank you for your recommendation, we will submit a request to engineering for this improvement". Super frustrating. In other cases, there were apps that were not even accessible to my employees, for reasons that couldn't be explained to me. 4 months later, they still can't access.

I have been using Apptivo for several years; they have great features but can run slowly.

May 01, 2018
3/5
Overall

2 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: integration between CRM and invoicing and emailing is great! I am able to send out invoices and get paid through PayPal and my system is updated.

Cons: The software can be slow. Sometimes I will input information and the program does not respont. They offer a Ledger to input expenses but it is very difficult to use, takes such a long time to update. Overall some areas are great but the program lags, takes a very long time to upload info.

Overall: An affordable CRM program that integrates with invoices, and paymentss. Great customer support.

I have been using Apptivo for 5 years now. Very good overall!

May 04, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Simple

It is growing in terms of features

It allows managing a complete end-to-end company

Invoicing App is very simple and powerful.

Mobile app works fine

Cons: Sometimes it is slow

Some Apps are very basic

Documentation is very simple, basically the screenshots

Personalization could be complex

Overall: Integration, control over my process, paper reduction, information available always, on the go, basic reporting, personalization and company branding, professional presentation of my company, cost control,

Customer management can be made better by using Apptivo.

Aug 05, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: All the features come at a specific fixed price. This application can be especially favorable to startups. Contact information, emails etc are arranged in a very neat order and can be easily used without any trouble. The support team at Apptivo is very helpful. They try to solve every issue put forward as quickly as possible. The application also shows efficiency in tracking clients and also deals with payments effectively. Since it is cloud-based, it can be accessed from anywhere.

Cons: The customization options are minimal. Also, there is trouble caused by bugs, due to which the software slows down in the long run. Many times, there is a need to add information on the existing data more than once, as it failed to get saved initially.

A solid solution for managing clients and incoming cases for a quickly growing business.

Dec 12, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Apptivo was relatively quick and easy to install, especially compared to larger CRM platforms. It was easy to train out team and quickly take control of customer service and response time by turning every email into a case. Having an easy way to search cases/customers and have a history of all our interactions with them has made a great improvement on our business this past year, particularly during our busy season.

Cons: There needs to be a way to file archived emails and we wish the email app and CRM cases app were interlinked.

Overall: Managing our customer service and response time.

Nice features. Great support

Oct 27, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The support is great. I can get to an active chat and they answer my questions instantly. The feature set covers most of what I need and the pricing is great. A great value when you compare it to Salesforce.

Cons: The features are not as extent as Salesforce but you can't beat the pricing for a small business.

Overall: They have been a dependable partner for over two years now. Never had any downtime and it works as advertised.

Vendor Response

by Apptivo on November 13, 2018

Sorry about our delayed response, but thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

My Field employees use apptivo daily to conduct business and are satisfied overall

May 01, 2018
3/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: The invoicing feature integrated with quickbooks is the most beneficial to our business.

I like the customer management but I find it a bit confusing sometimes.

Cons: The overall layout of the website. I am familiar with it and I find it still takes me a long time to get to certain places like account features, etc to change settings.

Overall: Visibility into the field, ease of invoicing customers on the fly.

We recently started to use it. So far, so good

May 03, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: Can access all areas of our business - Sales, Projects, Tasks etc. I like the ability to create Project Templates

Cons: We have to create Custom Lists for common views like Opportunities > Open> Sorted by close date. A pretty common KPI. We then have to export it just to view it on a weekly basis for staff meeting. A few steps to get standard data. Same with Open Projects, sorted by Due Date

Overall, basic functionality is solid. Customization and depth of UX is lacking.

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Simple, cost effective and somewhat customizable. The interface is straightforward, and the app is pretty user friendly. A simple, clean alternative to salesforce.

Cons: Support is bad-- language barrier. Has many functions that I simply don't use. I am in commercial real estate and some of the sales cycle tools simply do not apply

Overall: I was able to organize my prospecting efforts effectively.

I like using Apptivo better than my previous software salesforce, it is more intuitive.

May 07, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like that we can convert from estimates to invoices, it saves dual entry which for a salesperson is key. I am able to create these estimates very quickly and turnaround time is crucial for my customers.

Cons: I think it would be nice is apptivo made updates and releases/improvements to the software regularly and informed the users of this via a monthly email or newsletter. It is easy to get stuck in a rut of doing the same things in the system and I may not be getting all the functionality that the software has to offer.

Works well for the most part and is geared towards retailers or service providers.

May 04, 2018
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Easy to use across most apps in a retail or service environment, the ability to see notes, contacts, and links from past orders.

Cons: Emails frequently get blacklisted and blocked by corporate and government spam/security filters. Poorly designed for manufacturing or ERP use.

Overall: The ability to link contacts and sub-organizations across a parent company and cross-reference orders.

Central to my operation

May 05, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money

Pros: Apptivo does everything that I need for my business. It's simple to configure and has all the functionality essential for my business. I like its completeness and how all the modules are integrated

Cons: The mobile app is very limited and does not have the functionality of the web app. For a small business that operates on the go this is not ideal

Easy to set up, we began using it right away!

Jun 07, 2017
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use. We needed something to track and manage cases and we didn't have time for a lengthy set up. With Apptivo's design and ease of use we were able to get it going right away and then integrate and add more features gradually as we went along. I also really like how you can customize each app to fit your businesses needs. We have a very niche business and being able to track the details of each of orders and customers has been very helpful.

Cons: The email app needs further development. I'd like to be able to archive my emails into different folders.

Overall: Ability to manage and track cases and projects. Ability to easily track and see employees projects and cases.

Capterra loader

Support can be 'hit or miss', but I found a Gem!

Oct 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love Apptivo as a platform, but largely found the support lacking. However, I've just found rep to be the most helpful and thoughtful support agent yet. Some old tickets and a new one, all concluded in one session. Can't rate this guy highly enough!

Cons: As I say, from time to time the support can be 'hit or miss', however this #apptivo guy worth the wait!

Vendor Response

by Apptivo on November 13, 2018

Sorry about our delayed response, but thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

I have utilized several CRM solutions and the Apptivo CRM solution is a great solution for it's cost

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Apptivo CRM is easy to use, and makes available lots of functionality to pick and choose from when building a customized solution. Apptivo's customer support is excellent, responsive, helpful and does a great job supporting me when I need help.

Cons: For non-technical users, modifying the screens to build a customized app, can be a challenge. However, Apptivo customer service is ready to jump in and help when needed. Customer support is accomplished via chat window, which can be tedious. However, Apptivo makes available voice support when requested. And, they provide lots of You-Tube based videos to demonstrate how to modify functionality.

I am happy with the service as it meets my requirements

May 07, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I needed a CRM system that I could import existing data and then also create campaigns. I also wanted quite granular segmentation capabilities. I started with the free version and after a few days went for the paid option as I wanted to do some customization. For the price I think the service is very comprehensive and when I have asked for support it's been helpful and met my requirements. There are modules / components that I have not yet used but I like knowing they are there if I need them. The product video's online are very helpful. I should have started with them so some mistakes where made.

Cons: I often want to set up a calendar entry in different outlook mailboxes. Ideally I want to copy an address associated with a contact. However when I click on the address to copy and paste into outlook calendar the option take me into edit mode which take me longer to copy and paste as I have to copy a few times. Otherwise I have no other issues.

The software is very flexible, but slow and can be cumbersome to configure.

May 01, 2018
3/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: For the money, the level of functionality can't be beat. And the system is designed to be flexible enough to meet almost any use case scenario.

Cons: The software is slow to use, taking quite some time to refresh screens. Not devastating slow, but more of a death-by-a-thousand-cuts scenario; where each little hesitation adds up to a noticable reduction in productivity. Also, with extreme flexibility there is always the tradeoff of extensive configuration; and Apptivo is no exception in that regard. The more you use, the more you will need to configure.

Overall: In the end, none really. The tradeoff of performance for price and flexibility was not worth it.

Product is pefect for small businesses, and is VERY SCALABLE pricewise and variety of apps

Aug 27, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

5 / 5
Value for Money

Comments: I looked for days to find just the right CRM system to manage my web design business. I chose apptivo because they let you have access to every single app at no extra charge, they charge me 10 bucks per user, so as my business grows, it will cost a little more, but the support team is there 24/7 in a drop down box that you can just click on inside your login area. They answer right away, send you help links, and walk you through anything you need to solve the issue at hand. i am going to even write a blog post in my web site, www.blueyperlink.com recommending them for all my self employed, that's how much i like it! Most of my web site clints are small business people and they can use Apptivo too, it's everything from Leads to Invoices, that's the ENTIRE CYCLE OF BUSINESS. It works for companies with suppliers, products inventory, just about any kind of business can use this. And it integrates with Google apps too! It's the best!

Pros: Pros are in rating. I like many features such as access to every app

Cons: it can get expensive if you have many employees that need to use the login area.

I've been using this software for 2 years. Feels good

May 04, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Integration to offer apps. We use RingCentral to make and track calls. We also use the email function

Cons: The support is tedious. They prefer a chat format that takes 3 - 5 minutes before they respond to a question. Almost always they ask the same questions over and over. Support is over seas

Overall: Inexpensive

Apptivo is great

Jul 08, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I don't even know where to start. So much integration. It's pretty sweet.

Cons: I think the project management portion could be more robust.

Overall: As far as overall tracking of your business, I would say Apptivo is that way to go. You can track potential sales, vendors, customers; and is customization is easy.

Recommendations to other buyers: free for 3 users. Advanced access free for 30 days. Never try never know.

Started using Apptivo 3 years ago, Great financial admin tools and smartphone apps are handy as well

May 04, 2018
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Cloud based, User friendly and if you require something they will try to add it in. 24/7 live customer support.

Cons: You can do a print out of all payments received if you have many clients (per invoice only), time sheets will only be specified on the invoices if you do it one week at the time.

Apptivo is what you pay for, the team is responsive and it's easy to navigate.

May 01, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I like it's flexibility and how easy it is to customize. The invoicing software works well with the client and customer functions as well.

Cons: At times, I'm frustrated by the amount of bugs that there are. Eventually you learn to work around them, but I do find it tedious to deal with at times.

Overall: I found an app that was affordable and got the job done. It's not perfect, but they work hard to resolve any issues that do arise. The live chat feature is probably my favorite.

Works Just Fine

Dec 14, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: Happy enough with this product for the price it does what we need it to do.

Pros: Works well for our purposes. I know for sure we do not use the system to its fullest potential but the business is fairly new and we have reworked our process several times. It has still been very helpful despite our under utilization. It is something I plan to correct. Great customer support though and a good amount of customization options

Cons: A lot of work to set up correctly and get it to do what you need it to. Does not directly incorporate facebook leads (our businesses primary source of new leads currently)

Easy to use, few quirks but Apptivo CS is willing to help. Can easily add and removed functions.

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very simple to roll out, after a few informational sessions on the product was easy to get things started. Apptivo CS helped make tweaks as we moved forward. Cost effective for small businesses.

Cons: Biggest issue we have had so far was the migration from Saleforce, had a few hick ups regarding the data, took awhile to get it figured out. Once it was imported we had to do alot of back ground work to find data we needed.

Apptivo - Get what you pay for

Mar 04, 2018
2/5
Overall

3 / 5
Ease of Use

1 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Apptivo is a good price without signing annual membership. It is also fairly easy, ONCE it is set up. Apptivo offers a nice clean Mobile app, again, ONCE it is set up.

Cons: Continuous email syncing issues - even with common G-Mail applications. Email app very difficult to use. Primary use - good for organizing once synced. App offers many features - but they do not flow from one app to another. For example, set up tags on the customer page, but tags are lost when building an opportunity for that same customer. If you want the tags, you need to re-enter on the opportunity page.

Getting started on the right foot!

Aug 18, 2014
5/5
Overall

Comments: My business is just starting to delve into the wholesale market. I'm pretty much a solopreneur so I don't need a lot of collaborative tools, but I did want to be able to stay on top of who I talked to and when and who ordered what and when--in short I wanted to be able to provide my customers with excellent support, and I knew I needed a solid database to keep track of our interactions. I'm also attending a few tradeshows and I need a way to write up invoices quickly and request payment electronically. Apptivo gives me all of that and MORE, a lot more--some of which I know I'm not ready to use, but I'm glad it's there when I need it. In app chat support is speedy and excellent. The program is highly customizable. Overall, I feel like I'm getting a tool set that used to be reserved only for the largest of my competitors who could afford to spend big bucks on software. If my business is David and theirs is Goliath, I just replaced my slingshot with a bazooka.

Pros: Affordable. All features included in one price. Use only what you need. Use more as you grow into it. Very well documented. Excellent FAST support. Highly customizable.

Cons: No complaints, but if I could suggest two features, these would make this software PERFECT for what I need: SImplified Sales Order process. For quick input at tradeshows. Integration with Shipstation for shipping orders.

Apptivo, Your're great!

Oct 31, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This CRM is easy to use and to learn. The Chat feature and technical staff due an outstanding job of supporting you when getting started and for doing custom items. We tried another CRM system that is well know in the market and left them after one year. Apptivo helped us to convert our data over to them and have helped us every step along the way. I can't say enough good about them.

Cons: I would like more training videos to watch vs reading how to do something. The estimating section is a little harder to use then the rest of the sections.

Not bad fir the price

May 04, 2018
3/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Price is good. It works well for invoicing once it is configured properly. Would recommend this for a small business.

Cons: The email feature is not very user friendly and the interface is a bit confusing at first. Customer support could be better.

Awesome way to house my clients.

May 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: What I like most about Apptivo is the calendar for scheduling my clients and how the CRM software makes it easy to navigate to the clients uploaded files.

Cons: I wish that we could eliminate the am hours that shows up on the calendar. I have tried to figure out how to eliminate like 1am to 7 am.

Overall: I am able to add customers to the database and then go back in and update their charts from any location that I am at. I love it.

Lots of Missed Promises and Marginal Support

Nov 24, 2015
2/5
Overall

4 / 5
Ease of Use

1 / 5
Customer Support

Comments: We purchased Apptivo with lots of promises about what it could do and yet, even some of the basic stuff doesn't work. The idea that there is online customer service right in the app is great - but it appears like anyone near the help computer in their office answers that help window so you, more often than not, get a "we'll send it to development" response which means you will never see an answer. They say their app can "sniff" your email transactions and provide a record in the clients profile if you integrate with Gmail, but sadly they do not and they simply do not answer to any customer service inquiry dealing with the issue I have asked about the same issue three times and never gotten the courtesy of a response. And that's not the first time we have experience less-than-steller support, we have had to do this on multiple occasions with similar outcomes. We have asked many times about even the simplest things they should be able to do like print a profile page, which to my amazement they cannot do . It sounds cool that you have all these apps but it isn't really well integrated and they seem like too small a company to really get this thing robust. It is better than Excel for sure but it has a long way to go even for even the low rate they charge. Pay a little more, get a product that is ready for prime time and has a support team willing to follow-up. I came back here to this site to look for a better CRM than this.

They need to figure out how to make the software simpler and more productive out of the box.

May 01, 2018
2/5
Overall

1 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: Price and the breadth of the published feature set. Accessing those features is another issue, however. If an administrator was dedicated to set things up and use Apptivo's consulting services for 3+ months, feature accessibility and the overall user experience may be different

Cons: It's really hard to use, as they haven't yet implemented an out-of-the-box solution that's easy and straightforward. It's almost like a kit that an IT staff would need to spend 3+ months setting up before deploying it.

Overall: Webform capturing data, and offering automated quotes.

Customization is amazing

Sep 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love that we can customize forms and everything how we want. Everything has worked great and easy to use and teach employees. What we love the most is the android feature where we can find nearby customers in whatever area we are out in.

Cons: Customer service sometimes does not understand fully what you are trying to say but they eventually do and resolve your issues

Best IT people I worked with

Oct 02, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: I think after we get all the kinks out, it will be just fine.

Pros: The support staff is the best. From now on I will only ask for them. Fixed all my problems that took one day, others tried for two weeks and I never did get a response on anything I needed help with.

Cons: Other IT support agents would not be able to help me. They never let me know if they tried to fix anything.

APPTIVO THE BEST CRM

Jul 07, 2016
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: IS COMPLETE WITH ALL APP (50)

Cons: NOT IN FRENCH

Overall: I HAVE TRY MANY CRM IN THE PAST INCLUDE APPTIVO AND I CHOOSE APPTIVO FOR THE PROF-HEL AND THE QUALITY OF IS APPS

Recommendations to other buyers: POSSIBILITY TO CONFIG WEEK START ON MONDAY AND 24 HRS TIME SET NO AM OR PM FOR FRENCHE SPEAKING

Great results

Nov 28, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use

Cons: Not working on my tablet anymore.

Overall: It has streamlined all of my business dealings. If I need help I can chat to support and have my answer in a few minutes. Excellent

Recommendations to other buyers: Being able to link my paypal card swiper rather than the email link.

Like that I can access from a mobile device

May 07, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Quick connections - no hang time...format is easy to follow, learning curve is very quick and help chat is a huge plus.....Mobile device connect is seamless , even on a smart phone

Cons: Adding contacts individuals - address and main phone numbers are not migrated from the Company of at lease the option.......

Overall: Mobile access in a easy to use format.... just need eda simple contact management program where daily notes and quotations can be stored.... Don't need or want the fluff that doesn't help sell products for our organization...

Excellent Google Contacts Sharing

Apr 03, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: I found it so easy to get up and running with integrating Apptivo Contacts sharing in our Google Apps domain, and received excellent, prompt and friendly support using the chat window or email. I am only in the early stages of using Apptivo, but a quick tour of what is available is very impressive upon first sight. I will come back and post another review for the other Apptivo apps as I have a chance to get to know them better.

I am so happy to have discovered Apptivo after spending untold hours trying to get Insightly to work for our contact sharing needs, but getting started with Insightly was like mud wrestling an eel and email support responses took a day, sometimes more. Unlike Insightly which requires you to export your contacts from Google, then do the field-mapping yourself (for dozens and dozens of exported columns) to target fields in Insightly, Apptivo just imports directly from Google Contacts and even creates Categories that correspond to your contact groups. Then those same contacts (and their groups) are shared out to co-workers or others who you specify.

The interface is very clear to use and very functional and is an attractive user experience, yet not littered with eye candy nor "gamification". This is a solid business environment, not boring but not overdone either. More details to come as I become qualified to add them.

Capterra loader

Great for sub/contractors

Dec 23, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the ability to the client date is all in one place which makes researching transactions and such a breeze , also that the software is equipped with invoicing abilities which makes record keeping easy as well.

Cons: one of the things that I personally did not like was the amount of time that it takes to adequately set up this software, it takes in my opinion too much time to set up and that can be a bit of a turn off.

Overall: Keeping track of contractors work and increasing accountability.

Immediate, chat help is outstanding. Great customer service!

May 01, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Robust set of tools....highly customizable....more than I will ever need. I also like the integration with Office365. I like the idea that this is a set of tools that I can "grow into..."

Cons: No MS Word Integration for easily writing snail-mail letters is a the biggest con and a terrible oversight. Plenty of businesses still send letters, for goodness sakes! Also, SMS messaging should be available in the web app to make typing easier.

Capterra loader

Great experience so far. For my type of Business ideal

May 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Possibility to tailor it to a specific Business, the functionality, Ease to Use, Layout, various search functions, etc.

Cons: - Opportunities section could be enhanced by beding able to create reports for a specific product. for example:

-Performance Report, Pipeline by Stage, Sales Funnel, 12 months Pipeline etc. not only for "All opportunies, but also for specified and pre-defined products

Overall: CRM System is very useful to Support a systematice sales process.

Vendor Response

by Apptivo on November 13, 2018

Sorry about our delayed response, but thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Great Software! Well worth Using!

Feb 05, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: I've used alot of software, the thing that is always needed is decent support. These guys have that in BUCKET LOADS. they have a chat service on your account that you can access any time and BAM someone starts talking to you. Very helpful very friendly. Love it!

But lets talk the software, It does about 90% of what i want it to do. A soon to be coming update should fill in the majority of the Gaps hopefully. There are a couple annoying little things like mandatory fields that you can't change because its a "Standard Attribute" and some such other things but there is always a work around.

Things I love:

-Really easy to use

-Really easy to setup new form fields to gather your data

-You can basically create whatever type of form you like

-Search Functionality is great

Things I'm hanging out for with this software:

-Customised Reporting. This will be a massive PLUS!

-The ability to perform calculations within the software. don't think this is here quite yet.

-Easier excel integration.

-The ability to select a bunch of leads/opportunities/customers and print straight from the app (maybe you can do this but i haven't worked it out yet)

Other then that, love it! have had REALLY awesome support as well. massive props to:

Ram, Karthik and Kani! All doing a really awesome job guys!

Capterra loader

It is a Plug-n-play CRM ,ready to use software for initial startups.

May 05, 2018
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

1 / 5
Value for Money

Pros: The CRM integration with Gsuite is very good .And the CRM and Product management app is very good and any startup can rely on it for these features.

Cons: Financial apps - due to lack of Indian system compatible features,Indian Tax system incompatibility ,

Lack of Indian payment gateway integration.

and

Cases app .

And

Android app - which fails many times to record call logs and send messages.( Not trustworthy by Android app).

E-commerce WordPress integration is so poor that do not compete with other e-commerce platforms

Outside web application Integration is very tough ,so can't be used for larger purpose.

Overall: Recording instances on one place

Vendor Response

by Apptivo on October 11, 2018

We are trying to get a tax framework in place that can be adopted by partners for various countries.

There is also a thought to integrate with tax service vendors. We'll keep you posted on developments in this area.

Overall pretty good

May 01, 2018
4/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: It is available anywhere I am. I am able to access my account from anywhere and get answers for my coworkers whenever they need them.

Cons: It takes me forever to do certain things. Too many hoops to jump through to make it do the easy things I am asking for

Overall: Easy access. I like being able to access all our customer info from anywhere. I can get help if I need it, although sometimes what I need to get done gets lost in translation with the tech support people.

Super affordable, I appreciate how robust it is regarding customizations

Jun 25, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Capturing information is very straight forward, and laid out in an intuitive format. Learning curve is very easy! Our team is adopting this tool.

Cons: At the beginning, it seemed very buggy, but they've made great improvements. Honestly, the toughest thing was getting people to change their ways, but customer support was integral to this process.

Overall: This CRM really streamlined how we collected and reported data for expense reports.

Vendor Response

by Apptivo on November 13, 2018

Sorry about our delayed response, but thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Amazing value, Flexible and full of useful features.. They love their clients

May 01, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Comments: I spent a combined couple of weeks researching for CRM with good features, mailing lists and flexibility for custom fields and tags. Most were $ per user per month for BASIC package. This is hands down the best value for the money with all the functionality they offer. Customer service are quick to respond and extremely helpful. I love this product and the way the company treats its clients!

Pros: Great price, feature rich, customer service is prompt to assist and go out of their way to make sure client is satisfied.

Cons: Would be nice to have better documentation with table of contents and explanation for every feature.. The "Answers" section seems to 'Sort of' do the job

all in all good software. Helps out my small business keep organized.

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: keeps everything where we can access it all, links well with google apps. keeps track of start to finish work orders

Cons: it won't sync with quickbooks after multiple calls and emails to tech support. It looks like it works with the UK version of QB.

Very positive

May 04, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that it is easily customizable and new users were able to learn it quickly. I love that we could customize it for alerts/reminders for our service customers warranty expirations. It has eliminated a lot of dual entry our previous system had.

Cons: Customizing the forms was difficult and there are still a few things on our forms that are less than perfect but overall am happy with them.

Capterra loader

Great value and functionality for the money!

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: I like that I can customize the CRM to fit my specific needs. It give me many options for capturing data that I need to keep track of my business. I like the ability to be able to filter reports and keep track of revenue.

Cons: I wish I had the ability to mass delete information. It is very time consuming to delete each record one at a time.

Overall: Ability to track many aspects of my business with ease.

Everything has been going very well!!

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: Everything was already setup. We really didn't have to change too much in order to us to have success with the platform.

Cons: There is some functionality with the converting process that I wish was better but we have been able to get by.

There are no software solutions that provide everything to everyone...but this one is close

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Tracking Sales Opportunities and keeping all information in one place. It even has a document depository which is quite helpful in sharing information.

Cons: The social media monitoring in the CRM feature is lacking or non existent. There are plenty of insites that can be gained by looking at a potential customer's LinkedIn account

Overall: Keeps us well organized and tracking towards are monthly sales goals

Brilliant Software with Fair Pricing

May 03, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very good feature set with lots of modules. Possible to even create custom apps / integrations. Mobile apps are very good. Support is brilliant - Live Chat is built in to the CRM.

Cons: Some times there are little bugs that can appear e.g. the text changes font/size when typing which can be annoying. Sometimes it can be a little slow.

Overall: I use the CRM daily to enable our business to run smoothly.

Very difficult to use, cannot customize settings, too many tabs on invoices not clear concise views.

May 01, 2018
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

4 / 5
Customer Support

2 / 5
Value for Money

Pros: it is connected to paypal. it seems to function properly and send invoices when i hit send. clients receive the email.

Cons: Very difficult to use, cannot customize settings, too many tabs on invoices not clear concise views.

Capterra loader

Able to run n my whole business within a single app.

May 04, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Turning a lead into a contact, into a customer, into an opportunity. Create a quote, with all the customer info in minutes from my built-in pricing.

Cons: I would like to be able to convert a quote into an invoice with the ability to modify as needed to add items and edit.

Overall: No lost opportunities, better tracking and follow up. Everything within a single application and more presentable documentation.

Adding new user

Feb 13, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: The new user was unable to groups, help desk worked with me until we resolved this

Best service we started with when starting our company. very intuitive.

May 01, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease of use and the cost is minimal compared to the features you are getting in the package. Invoicing feature is excellent as well.

Cons: A little slow when for example creating an invoice and sending to customer. The actual customer, business relationship is confusing when adding contacts and companies.

Overall: total control over my business contacts, and invoicing system.

Relatively easy

May 01, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The organization of the software is great with a lot of ways to track your contacts and when you contact them.

Cons: It tends to be slow while working within the contacts. I would like to delete the names of categories that I am not using. I would like to be able to pull a monthly receipt for reconciliation purposes.

Overall: Organization, ease of locating contacts

Software is great. There a handle of very basic things that have need to be addressed.

May 01, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: How customizable it is. It feels like it's my personal software specifically designed for my company's needs. And all the different app you have.

Cons: There are very basic things that have never been addressed. For example, the Company Name field in google contacts does not sync with Apptivo. So if I put a company name in the google contact nothing comes over to apptivo. Also, you can't schedule a reoccuring event on the calendar, why?

I come across silly stuff like this all the time.

Overall: Able to create a customized template that works for my company

it has been very good.

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: ease of use, phone app prompts you to record to leave note. I also like the notes within the task and then how all of the notes fall under the one client

Cons: cant sort customers based on multiple tags. If for example I wanted all of my clients that liked golf and were in zip code 46074. I cant sort for that.

Overall: time management, organization, piece of mind

A fantastic affordable CRM that competes with much larger systems

May 07, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The quality of its invoicing package. So easy to setup chargeable items and the professional looking output is amazing.

Cons: Clunky to input customer and contact details. Need to enter both on different screens and then go back and link them.

Overall: I have an affordable CRM where I can track my customers key details and most importantly I can invoice them and track their payments. Gives me a lotntrol over my customer base.

Vendor Response

by Apptivo on November 13, 2018

Sorry about our delayed response, but thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

I do like the prompt chat service

May 01, 2018
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I enjoy having access to apptivo through the app on my phone. I feel the information is laid out well and easily accessible.

Cons: I use the notes a lot under the contacts, there is often a delay in opening up the dialog box and I have to click several times to open the notes and add content

Overall: I am able to have a easy to use CRM

Organized and Simple

May 10, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: I like how the help desk helped my company collaborate and give support to my customers, which I had not utilized before.

Cons: I used the free version to test it out, and I should have gave it more time, but I ended up deciding to not use it.

Overall: Nice help desk tool

Vendor Response

by Apptivo on October 11, 2018

You can certainly get a lot more from the paid version. Since the system is very comprehensive, it does take some time to learn all the apps. So, we recommend to start with the most pressing issue at the time and expand from there. We'll be glad to show you around.

Great program especially for service companies

Jun 25, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: It is very useful to take control of great information within an organization, control specific products and predetermined

Cons: Apptivo Work Orders is a software that becomes a bit complex when establishing important roles, it is not very specific for billing

Overall: You can control large amount of specific product information

Vendor Response

by Apptivo on November 13, 2018

Sorry about our delayed response, but thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Overall, we are winning with Apptivo!

May 01, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money

Pros: The ability to modify each app is amazing. This allows us to create what best fits our customers needs.

Cons: There isn't enough options to create a visually modern layout. Layout options are limit. I would definitely like the ability to implement different color schemes or utilize different font options.

Liked the product but wasnt crazy about the lack of resources or ability to find help

May 01, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money

Pros: Really liked the way emails were tagged, tracked and seemed easy to find or follow at any point in the sales cycle

Cons: support and ability to learn on ones own time. Felt like I had to figure out how to use or develop many of the features. Not a fan of not having folders in main email inbox.

Easy to set up and get a team going soonest.

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
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Pros: Cost and ease of use, that app store is also awesome. Easy to track Opportunities and has a great reporting function.

Cons: It took me a while to figure out how to do tax and territories, but the support team is awesome, and we soon had it sorted.

Overall: Ease of use, ease of set up and getting a team on-board...

Great Software + Great Support + Very expandable

May 02, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
Likely

Pros: It does exactly what I need for my start up business but also has shown the capability to expand as my business has grown.

Cons: Nothing. It's a great app for our busiess and there's a lot of other providers whose functionality is limited but costs much much more.

Overall: It has disciplined my sales team

I am a beginner with Apptivo CRM and I needed advice and help with setting up.

Aug 16, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The service quality of the Apptivo team was excellent. I was accompanied until the complete resolution of the parameterization problems. The quality of the relationship was excellent.

The CRM software is one of the best suited to customer relationship management needs. It is, complete, simple and accessible. I am very satisfied.

Cons: The assignment of eMails to contacts and customers, as well as the management of leads. It's very simple and it's very flexible. On the other hand, it works well in impa with Google Apps.

Overall: The good organization of the management of my eMails and the relations with the customers, on the other hand, the ease of searching eMails.

Very Well Done CRM- Flexibility, Power, Simplicity, and Support

Jul 12, 2016
5/5
Overall

4.5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Highly flexible yet powerful solution. Support and assistance is stelar. This is the most balanced CRM package we could find and we looked at all of them. Very well done all around. The balance of power, features, simplicity, support and cost pretty much made all other solutions seem weak. The challenge of CRMs is to find the right balance. Apptivo achieved this very nicely.

Cons: Like all CRM, there's a learning curve. They're all like this. That being said, we found Apptivo to be the easiest to build into which reduced the initial learning curve quite a bit.

Recommendations to other buyers: Evaluate your CRM based on support, simplicity, flexibility, support, and customization. We also found the price point of Apptivo to be a great value.

Not fully baked CRM

Feb 13, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: The price compared to competitors is very affordable. The software is very customizable. Service team was quick to respond to issues.

Cons: Seems like many features weren't totally integrated or well fleshed out. We had many issues importing our existing contacts over.

Amazing streamline

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Beautiful layout, tutorial videos to get you started, chats with agents who answer your questions pretty much instantly.

Cons: Some API difficutlies. Some difficulty with the email syncing in the beginning. Email opened receipt sometimes lags by a long time.

The versatility of Apptivo is great for me because I use it for multiple businesses.

May 02, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: I like being able to customize a lot of different items and use it for different purposes. I can keep track of customers and make sure I'm hitting my deadlines. The invoicing is easy and professional.

Cons: The interface is a little bit lacking. It seems outdated and not very attractive. It's a little bit cumbersome to find a customer. The loading times can be a little bit slow.

Overall: Organization. Meeting deadlines. Tracking customer interaction. Easy invoicing.

feed back after using it for 3 years

Mar 12, 2015
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
Likely
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Pros: It's very easy to use with a very friendly web interface. It's easy to setup also. It's very easy to create PO to my vendors.

Cons: The tax was not applied to PO, but now it's ok. The main problem is that I cannot open in a new windows or new tab.

Recommendations to other buyers: You have to care about how easy it is to use and how it gives you a quick response. Also, the customer management and integration with Google is a very important point.

Top Notch!

Dec 18, 2014
5/5
Overall

Comments: The app is perfect all around for small business. The application's options are great and has something for any small business. Integrated with Google. I literally can log calls, set up sales orders, work orders, make appointments, track and update inventory automatically, track leads, estimates, staff work on site time, load photos/documents from another source and so much more all by myself. Our company is a small business however, rapidly growing. We do everything via paper so this has improve our efficiency a great deal however, keep cost down on overhead as this does easily what you could hire 3 full time people do by hand.

Pros: Many choices to pick and choice from at any level of account. Free version you get more than any other company offers. and as you upgrade...it gets better and better. Customer Service is awesome!

Cons: It can be slow at times to go between each section tab and loading Some stuff does not update automatically, must be done manually.

It's a good start

Aug 29, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
Likely
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Pros: It could handle everything that I threw at it.

Cons: I did not like the user interface. For me that was a big drawback, but I am sure it will be no big deal for others to overcome.

Vendor Response

by Apptivo on November 13, 2018

Sorry about our delayed response, but thank you very much for your kind words! We are working tirelessly to create the best experience for our users and it's great to see that reflected in your review. I am sorry to hear about your dissatisfaction of our User interface, we are currently working towards improving our user interface. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

The program has tones of feature but is a bit slow and needs to be modernized

May 04, 2018
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: Lots of features for a low price. There are many options in the software for keeping track of sales, invoicing, subscriptions, and files. There is a feature for just about everything.

Cons: The program is slow and not organized well. It needs to be streamlined. It is doing way too much for my needs and that gets in the way.

Overall: Helped me to organize my client list. Forced me to get all the info for clients into one app. It also worked well for my other team members.

Great Support and A Wide Variety of Capabilities

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: It's simple to set up, straightforward to use. Many features that in other systems are "enterprise-only" are available to all users. The support team is ALWAYS available by chat with quick and straightforward answers.

Cons: Some of the features I really looked forward to had been deprecated. Integration with Office 365 at this point is just a kludge mail option that has Aptivo mail as a passive receiver of email -- not a real 2-way IMAP client. No direct people sync exists for O365, and there's not yet an IFTT or Zapier connection (although there IS a robust API published).

So far, I like this software

Sep 06, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: I am still in the testing phase of this software. Currently testing one other. So far, It looks like Apptivo will win. The best part is the live help via the chat window 24/7. They ALWAYS solve my problem right away. Only once they couldn't but it was due to a glitch which they immediately turned over to the tech guys to fix. Outstanding support goes a long way.

Pros: Seems to have all of the tools that I need and the simplicity of this software gives me more time to focus on my clients projects instead of spending hours on the CRM like some of the other CRM packages.

Cons: The interface is nice, but could be better. However, this is more of a personal preference. I like things to take up the least amount of screen space as possible. Although the software is highly customizable, yo cannot reduce the field sizes. They appear large and clunky in some windows.

Smooth UI, Highly Customizable, Impeccable Customer Service

Sep 18, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: I evaluated about 5 or 6 CRMs for a couple of businesses I manage and I found Apptivo the easiest to understand and it still harnessed a lot of power.

Setting up and customizing a CRM to fit your own business needs is a daunting task. I really appreciate how they have 24/7 chat support (which is up most of the time, all hours of the night) so I can get a quick answer any time I get stuck or have a quick question -- this is a huge timesaver than sorting through a knowledge base (which they have a thorough knowledge base too for those who like to read).

There are some things I'd like to see them deliver such as their Wordpress plugin could be a bit more customizable where, via the Leads section, you can cherry pick your custom fields to be populated on the notification email. Also, the ability to send to multiple email addresses (from this same plugin) would be a nice feature too -- I have already alerted them of my wishes and they said they're on the roadmap.

Two thumbs way up, keep up the good work guys.

At Last a CRM That Works!

Aug 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: There are several things to like. The ability to do what you want rather than change your organisation to fit is a wonderful option. The ability to automate all steps is extremely solid. The online support is exceptional.

Cons: Calendar syncing doesn't support recurring appointments. But, you can turn the calendar off, so it doesn't matter much at all.

Overall: Exceptional.

Vendor Response

by Apptivo on November 13, 2018

Sorry about our delayed response, but thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Very awesome CRM!

Aug 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: You guy do a great job, I love the quick reply to any question also the help I get from you is so good and easy to follow up, thanks and God bless you!

Cons: Everything is good so far far, thanks for the effort you put in to it every day.

Vendor Response

by Apptivo on November 13, 2018


Sorry about our delayed response, but thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Heavy trial and positive impression

May 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Actually I like almost everything. The set of features seems to be quite balanced, it integrates natively with right tools - tools we use.

Cons: I couldn't persuade our team members to switch from our current solution. They pointed out tthat Apptivo projects is a bit overkill for us now. Hope one day we will grow up to this solution.

Overall: Full-featured project management tool

Vendor Response

by Apptivo on November 13, 2018

Sorry about our delayed response, but thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo