Apptivo

Apptivo CRM

4.5 / 5 152 reviews

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

152 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $10.00/month/user
  • Pricing Details
    All apps included in one price. Get 2 months free when when paid yearly.
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    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

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

Apptivo CRM Reviews Recently Reviewed!

Excellent

Nov 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: It rotates clients. Customer Service is very good attentive. It works well with my existing crm. I will continue and pay.

Overall: Helps me rotate my clients and clean my other CRM system. Is nice to use new systems and learn new products.

Good entry CRM app

Nov 09, 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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Pros: The learning curve isn't as steep as some other apps, which makes it a great CRM introductory product to enhance your sales efforts. This helps when you have different work styles you are trying to get on the same page. Reports are clean and concise, which is absolutely necessary for understanding sales stages and forecasting.

Cons: When customizing, you can be limited to quantity of fields you can add. Surprisingly, it does not have standard a field for product.

Overall: Report package is just what we need and not over-complicated. Ability to have a single repository for sales and order history.

Great Price, If it worked

Nov 05, 2017
1/5
Overall
2 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: Both mobile and computer App fairly easy to navigate. The price is right. Chat is always available.

Cons: The email portion is awful -drafts disappear and it is Not user friendly. NEVER in the 2 months of use, does the sent mail show up until days after it is sent. Worse, for the past 4 weeks, the sent emails haven't show up at all. After more than 50 calls and chats to "tech" they still haven't been able to fix it. Of course it is Apple's issue, which I can understand and have been patient, but still it is not fixed. Unfortunately, I entered 100's of hours of data, so I am now stuck using the software, just hoping they fix the email issues. Furthermore, the email is so user - UN friendly, I use my google email. Then open Apptivo and tag all of the emails. Unfortunately, that is double work. Defeats the purpose of using CRM to be more productive.

Great out of the box

Oct 30, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I like the tech support the best. They are fantastic makes the product a great fit for us. The tracking is a little weak but a steal for the money.

Cons: Missing some of the tracking connections and does not import a lot of the useful data to and from quickbooks.

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
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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.

Good Support

Sep 23, 2017
5/5
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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Comments: Live Chat is a really good feature.

Pros: The product has many features and the 24/7 Support is great, really helpful when trying to set everything up.

Cons: It's not easy to find every feature and there is lots of things needed to get any feature to work. Sometimes the Live Chat can disconnect you as well if you refresh the page and you have to start all over again.

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.

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
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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.

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.

Apptivo for small business

Jul 20, 2017
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Comments: Highly recommend.

Pros: The functionality for the price is fantastic for a small business. Choose from 50 apps in the CRM package and no matter how many of the apps you use, the price is the same. Integrates with many other apps including RingCentral. Tech support is very responsive 24/7 via Chat and email.

Cons: Somewhat complex to set-up the first time, however, the program is very flexible. Because of the flexibility, the complexity is increased.

Thinking about apptivo?

Jul 17, 2017
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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Comments: Great CRM, with excellent customer service. def worth a try.

Pros: Great system to get you started and beyond. The "if you dont know just ask" concept is great. i use it all the time

Cons: a little to easy at times. there should be more control for advanced users. Even though most folks wont need it..the ability should be there

Excellent CRM- fits all our needs better than others I researched, extremely user-friendly and best staff

Jul 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: So far I absolutely love how user-friendly the whole system has been, can easily access any type of customer service, and everyone is quick to help, knowledgeable, and all questions answered immediately.

Thought it was a joke

Jul 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Comments: Can the apptivo team bring more in the future ? We hope so.

Pros: Never ever met a software for business management with everything onboard and much ease of use. My team is is blowing up with joy and exploding with productivity. Business will never be the same again. We just got customizing everything to suite our specific needs. We are glad to be here.

Cons: Can we talk of cons? I wish there were some to write about. I wish somebody can remind us. Just some apps acess denial.

On line Chat help

Jul 03, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Great help from Maria in the support team, answered all my questions, including the daft ones. Well done.

Pros: Clear and to the point support, which is very reassuring. It is good to know you have someone available to talk you through functions, especially when you are finding your way.

Cons: None really, the Chat system worked very well. I would rather this approach than struggle on the phone.

Apptivo Review

Jun 29, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Comments: Overall it is an excellent product for the price.

Pros: Lot of features Easy to customize Adding tags feature is great Grouping records is one of the best features Great support Mobile app is great

Cons: Sometimes slow The system has bugs Some modules are not good enough . For example , campaign module is not robust and do not have all features needed No application colors to make the program more readable

Answered my questions every time.

Jun 22, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Great CRM!

Pros: Quick and efficient with almost every issue I had. There really is so much that this software can do that sometimes it gets daunting but, their staff is there to help you. THANK YOU MARIA!

Cons: Almost too many options. It felt like getting lost in the forest looking for a tree. The FAQ is very informative if you need quick reference.

Apptivo support is always available and ready to help with issues

Jun 09, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Apptivo support is very good in assisting and the app has cool functionalities for project management in one project app .

Pros: good Apptivo support, help provided through screen sharing, demo offer for new clients, updates features if put in request

Cons: some features can still be improved but works well to manage projects from one application, and to work as crossfunctional teams.

Customer support is fantastic 24/7

Jun 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Very intuitive, clean design. That is easy to customize. Very flexible and has app's as you need more.

Cons: The instructions are written for an IT person and someone that already knows what the issue is. If the instruction were just re worded a bit. It would be easier for a newbie

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.

Excellent Service

May 16, 2017
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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Comments: Brilliant CRM system especially for growing businesses.

Pros: The system has everything you need and the support service is fantastic. Throughout each stage, the online support agents have helped to make life so much easier.

On day 2 of my 30 day trial and customer service has been fantastic and immediate.

May 10, 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 UI/UX very intuitive and FAQs are very detailed. Customer Service has been extremely helpful in my immediate questions and have no doubt that will continue. Product is also very customizable as we only wanted the CRM functionality not leads/opportunities.

Cons: Haven't noticed any issues yet except a slight cacheing issue with some of the fields in palette. Other thing is lack of customizable reports.

The service is really good!

May 09, 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: 6.0/10 Not
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Pros: Customer Support is very good, fast, responsive and works well, larger problems they remotely access your computer and solve problems quickly.

Cons: Features & Functionality - The system is new and still lacking many features, such as sales order has no way to configure, the apps for Ipad is still poor and other points.

Overall: Price and service

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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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

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.

Outstanding Customer Services!!! Also, especially considering the price point

Apr 28, 2017
4/5
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: We use Apptivo for CRM for our contact management. It's easy to use, and the recent update is wonderful. I really appreciate the ability to customize everything I want and need, from the fields and look at the workflow for each contact.

Cons: Nothing so far. I have had great interaction with support team. I was satisfied.

Excellent Customer Support

Apr 26, 2017
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: Easy to setup, easy to use and amazing customer support

Cons: Not a comprehensive solution for what we were looking for in terms of having marketing features but has absolutely everything else we could need in a great user interface thats easy to understand

Overall: I had a really annoying issue that had me frustrated all morning about importing a product list. The advisor gave me a method that nearly fixed my issue completely and on second attempt they took over fixed the issue in minutes and explained to me what to do next time. Very high level of customer service.

Recommendations to other buyers: No real marketing features but if you have been banging your head against the wall trying to find a CRM that lets you keep everything in one place then this is your best bet

In Trial period..

Apr 24, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I,am receiving a prompt and quality support to customize according to my needs.
Very easy to customize apps.

Multiple Business Functionality

Apr 22, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: With the assistance of Mani on the help desk, I was able to successfully integrate my two businesses into the app. Overall the Apptivo meets all of my needs as well as that of my employees and consultants.

This is what Businesses NEED

Apr 19, 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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Comments: Customized Apps is perfect for a business of all types. Not only am I currently learning everything this product can do I will be personally telling other business owners how great this is! We are in the set up process and already using it - this is GREATNESS!

Great first experience!

Apr 18, 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: Easy to use and comprehensive at affordable price.

Cons: Sometimes it's not very touchscreen friendly; this could be a combination of hardware and software issue.

Overall: I've only recently been introduced to Apptivo. Ran into some questions while using the CRM and Karthi the online customer support was very helpful, quick and polite.

Powerfull apps for all type of business

Mar 11, 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: All app needed for a businesses from small to large size

Overall: all the apps need for businesses in one place , easy to use . Very good support from the apps ypu cna reach

Excellent CRM software

Mar 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Provide RTL support and multilingual portal.

Pros: Easy to use, rich in out-of-the-box features, provide good layout designer, and wide set of API's to extend the platform.

Cons: None that matters to my organization at the moment. However, Arabic (or RTL) support is very limited and for customers whom their business communications and interactions are completely (or mostly) based on Arabic languages this product will not fit.

Great support

Mar 09, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: So far it does everything we want and the support has been very helpful. The support staff was great!

Early-stage configuration and use; going well

Mar 07, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Our early efforts to configure Apptivo for our organization are going well. Have offered four stars for Ease/Features only for the time being, since we are still on the learning curve. Have been generally very pleased so far.

Great customer support

Mar 06, 2017
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Comments: Customer/technical service representative was very helpful. Staff was able to help with to bulk delete incorrect data for us.

Customer Service is Outstanding

Feb 22, 2017
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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Comments: The representative from Apttivo was very patient and helpful. It has only been 2 weeks since I started working with them, but so far, I am very satisfied. I would recommend Apptivo to other small businesses.

New User

Feb 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Comments: So far our experience has been great, and we are just learning how to use the product. Customer support has been fast and competent.

Pros: Price & functionality

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

Review of Apptivo Support

Feb 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Flexibility and 24/7 support. So far I've been able to adapt it to our every need.

Overall: I'm very happy with Apptivo support. I tend to work at any and all hours of the day and night. Apptivo support is always there. The problem I have usually turns out to be something simple. So it's great not to have to wait for the next day or the upcoming work week to get an answer. Support usually comes on within moments of my chat request.

support with google contacts sync

Jan 23, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Comments: Very quick - excellent chat support. spot on! I'm just starting to explore apptivo. Cannot comment much more.

Great Support

Jan 05, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Comments: The support team is responsive and always available, ready to offer solutions.

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.

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
Likely
Extremely
Likely

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.

Apptivo online feedback (Help)

Nov 17, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Every time I got stuck on an issue, the feedback help has emailed me within 15 minutes or less and we did a screen share and they have fixed all the issues I have had!! Great customer service!!

Good Starting CRM

Sep 22, 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
Likely
Extremely
Likely

Pros: The functionality of it is amazing and for a startup business the cost is low. I haven't found a CRM that is better for the price. Don't get me wrong different businesses have different needs but for IT consulting it fits all of my needs. Also support is amazing.

Cons: Haven't really found any dislikes at the moment besides I would like to see an integration with Quick Books.

Recommendations to other buyers: Give the trial a try and see if it fits your needs.

Best bang for the buck

Sep 20, 2016
5/5
Overall
5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use - the product is very easy to use. They have a number of applications ( Estimates , Invoices) that integrate with CRM and makes our lives easier. And there is no additional cost to use the additional applications. The customer services people were very helpful and scheduled multiple demos for us.

Cons: Nothing really. I am very happy with my decision to go with Apptivo.

Recommendations to other buyers: They offer a free trial for 30 days. They will help you with setup and conversion if you sign up for the annual plan.. you have to ask for it.

Great Customer Support Converted Me Into a Client

Sep 13, 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
Likely
Extremely
Likely

Pros: Ease of use, mobile phone app., and price.

Cons: an on-line manual would be helpful.

Overall: After downloading the Apptivo software, I imported my Customer List via a .csv file. All went quite easily. A few pull-down menus to get my fields in proper order, and the import of 600+ customers came in seamlessly. I had a few questions for Support, and they were VERY helpful. Great Support has inssured that I will be a client of Apptivo for a long time.

Best for competitive sales team

Aug 23, 2016
5/5
Overall
5 / 5
Ease of Use
4.5 / 5
Features & Functionality
4.5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: We bought and tested a dozen CRM's to find one that 1. Allowed all sales people to see each others performance and deals. 2. Was SUPER intuitive to use both on desk top and mobile. 3. Was reasonably priced. Apptivo beat all the others. The only one that even came close was ZOHO. IT was free but the reporting, even in the paid version, was just terrible both in content and user experience.

Cons: The only improvements I would make is to allow sales goals that are units vs. $$ and allowing input of multi-month Opportunities.

Recommendations to other buyers: Check them all out by buying and using them! But this one is pretty amazing!

Great Support!

Aug 10, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4.5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Customer support team is simply very professional and always supporting the best they can. Also, the cost is perfect for a start up and emerging enterprise.

Cons: Not much. I am pleased with Apptivo and its functionalities.

Recommendations to other buyers: Try a free trial version of the product and go for it!

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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.

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
Likely
Extremely
Likely

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

Very patient support team!

Jul 06, 2016
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
Likely
Extremely
Likely

Pros: It's easy to get your head around and it's great that it enables you to share google contacts.

Cons: Only using the free version at the moment which has limited customization, but then again it is free!

Overall: I had a few problems syncing the google contacts but the support team were brilliant sorting it out for me.

Love apptivo

Jun 09, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: we road tested over 10 CRM software programs. Apptivo won. they're all time consuming to set up and take time to learn. we only use it basically but are now just wanting to get more out of it. compared with other programs, the cost is incredible for what you get. The service was one of the things that stood out, 24hrs a day we get online help and feel like we're not alone. Other programs couldn't even help us in the sales process so we thought after sales service would be rubbish with them. Love apptivo. Would I look at other programs like infusionsoft in the future... possibly and only if apptivo stopped improving their program. But every time i think i want something.... apptivo give it to me. would i want to change some things in it... yeah for sure, but for the price, it's awesome thank you!

Most Robust CRM for a Modest price

Apr 18, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I can't say enough great things about this app. It has everything I need and more. The customer service is excellent as well. All around solid product. Highly recommend it.

So far so good - very customization and easy to use - just getting started and well on the way

Feb 06, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros:

Easy to navigate, nice interface, easy customization once you learn where the customization takes place, absolutely excellent customer support, readily available to answer all questions whether by phone or on line chat. It is 12:13 AM and I am just really digging in and Karthi has been with me via chat answering all my questions as I go. In less than one hour I have fully customized the customer interface to match exactly what we are seeking and have learned to quickly export data into Excel for use as desired for our production meetings. I know there is much more to experience and use in Apptivo, but am off to an excellent start. I have tried Zoho and others, but the support and ease with Apptivo is thus far unparalleled. I have stopped my CRM search and now on to implementation sooner than expected. Thanks!

Great App with Superlative Customer Support Via Chat

Jan 28, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Blake was very helpful today in helping me learn about the capabilities of Apptivo. He understood all the questions I was asking and told me how those questions are answered with Apptivo. This is a very impressive application at an amazingly affordable price. And the online chat support is awesome. Thank you for solving the majority of our business problems!

Customer Support

Jan 18, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Quick support and very helpful.

Best so far

Dec 22, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I've been using Apptivo for nearly 2 years. Value for money it is definitely the best. I'm a businessmen that has used a lot of CRM products over the years. We specialise in using (and seeking) excellence. The most important part of any product is it's support. Apptivo has never failed in support. We trust this so much we won't go anywhere else. It does help that the product is excellent in its capacity and operation also. For small to medium business there is nothing better.

In review stage

Dec 21, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have looked at all the major CRM products.. way too complicated.. for me this is exactly what I need..

On a trial

Nov 27, 2015
3/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: Not sure about the product yet, just started to get familiar with it so I can't fairly rate the product. But if their responsiveness to an email set-up question is any indication as to how the product works, it should be great. I Had a question about setting up the email, clicked on the chat window, got an immediate response and after a few minutes a solution to my issue. Outstanding service, which will be a large component of my ultimate decision. Well done!

A Great" Do it all CRM"

Nov 24, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Apptivo is clean and easily customized on business need. We love the flexibility and easy adaptability. It is a powerhouse CRM that has way more functions than the competitors. It is definitely an A+ at our business. In addition the support is spot on and super patient and always available .

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.

great customer service and very easy to understand product

Nov 19, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: the custom capability of this product has made it a winner in our books. It is easy to understand and really easy to learn. The simplicity is the best part.

Good Satisfied

Nov 04, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: There's more to consider when it comes to remote technical support companies than just the services they render. To ensure that your experience is a smooth one and that you're working with qualified technicians.

Great product! Fantastic Service!!

Oct 12, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We are currently only using the free service, but that does not mean that we get a lesser service. We mainly use the app for the google contacts sync function. Every time that I have had trouble with something, their online chat support person was there immediately to help me sort it out. Their customer service is fantastic, and every time I've had a problem they have solved it for me. I can really recommend this product!

If Blake is any indication of my experience to come...

Oct 08, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Wow! I am in the exploratory phases, but if my experience with Blake in the online chat today is any indication of things to come, I am a lucky business owner indeed. He answered all my concerns in a positive helpful (never pushy) way, in fact, suggesting a lower priced option than I had originally thought we'd needed!

PCWorld went crazy for this software, and I'm seeing why. Bravo to Apptivo, and give Blake a raise!

Great Product, Customer support is awesome

Sep 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I am new to Apptivo, product was very nice. Very helpful support team members.

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.

Good, need some improvement in some apps.

Sep 16, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: It is very good. It offers A LOT!! However, having so much apps could be a limitation because not all of them are really powerful. In fact, "items" app is little bit limited for companies in the distribution business. Multicurrency is still missing in several apps, even if it was asked for by several companies. the Mobile App is still very limited and roadmaps difficult to understand.

Companies buy CRM based on roadmaps as well, because they need investment protection.

Besides this, is very easy to use, support is good, in general apps offer a 60% needs of organizations and with some customization using the "customize forms" is it possible to adapt better to actual needs.

Hope they keep growing and improving.

Simply fantastic

Sep 11, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: this is the first time that i have ever given a review but i had to for apptivo. i am always requesting help from the help desk. And they always respond. Always. And quickly too. and some of my problems tend to be self-explanatory but they are always efficient and polite. This app is as simple or as complicated as you need it to be. its fantastic. thank you apptivo!

Finally found a CRM program that just works.

Sep 02, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: After 6 months of research and free trials with other CRM programs, we stumbled across Apptivo. From the beginning, this app was different. It looks great both on the desktop and your mobile device. Everything is automatically saved as you work so you never loose something by accident. Apptivo offers a number of apps for free with your membership and we're just now trying out their Project Management software. We are very satisfied.

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.

Great Service

Aug 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Very easy to setup and a great all in one solution, I only wanted one of the apps but was surprised how easy it was to link it with Wordpress using their own plugin and then really pleased when I found out they had an IOS app that also worked perfectly!!

Estimates and Product management lacking

Aug 21, 2015
3/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: Overall a good CRM.
Pros: Easy to add Customers and Contacts as well as other data, Good opportunities and Pipeline information can be generated easily, Very good reports can be produced....overall.... simple to learn and use the apps. Support is quick and accurate.

Cons: No duplicate entry protection, Estimates cannot be created with discounts added to the individual line items, Price changes must be done individually and not to the entire price book at once which is extremely cumbersome when you have over 2500 products in your price book.. Cannot create different revisions of a single quote, when changes are made, the original is lost or a new one must be created.

Always there when I need a helping hand

Jul 31, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I generally have a good grasp of CRM systems and how to use them. With Apptivo, I've attempted creating some intense process flows. Each time I contacted the support team, they've thoroughly assisted me with developing ways to best leverage the platform. As it turns out, we've redesigned several of our business process as a direct result of using Apptivo. In all cases, things are much simpler and more efficient. Every representative I've spoken with has been knowledgeable and helpful with addressing any questions we've had about using the system.

Support

Jul 29, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I got great help when importing contact from Outlook.

Getting Started With Apptivo

Jul 27, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I must admit, not the easiest of systems to find your way around and it could be easier, however, I had a demo and then live chat with Ram in customer services, he answered all my questions and sorted problems, very fast - wham bam thank you RAM!!

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.

Very good support

Jul 07, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: This guys have a very good support!

Great support

Jul 01, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I started using Apptivo with google apps, and I had an integration problem. The support team in apptivo were excellent. They scheduled a remote meeting with me and didn't leave until the problem was solved. This gave me peace of mind knowing the system I rely on for my business is fully supported and that I can rely on Apptivo's competent support team.

Great support team

Jun 23, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Easy to use. Great support team

Excellent support, no waiting time, very helpful team.

Jun 22, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have contacted the support for more than few times and they always had been stupendous.

I picked this product after five hours of research

Jun 19, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Hi everyone,
I just had a wonderful support conversaction with Kani who helped me through a couple things with the greatest of ease! the software itself works wonderfully and helps a business LITERALLY from start to finish and costs ten bucks per user. For a self employed guy like myself, it's the perfect solution. I recommend it to anyone wanting a FULL CRM Soluttion, it even works with Google docs!

Great support and nice CRM

Jun 17, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We are learning step by step how to use this App , constantly supported by Apptivo's customer service members.
Great staff.

CRM and Customer support in action

Jun 06, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have recently signed up with Apptivo CRM and I'm in process of setting the system up for my company. Like any large solution, regardless of your knowledge and experience, you need support from solution provider to get the value of solution you implement and use. I have to admit the online support I've got so far from Apptivo support team and resources available to me to implement and use the solution properly is great. The support team is professional, patient, and knowledgeable about the solution. I have to say this support make the whole solution extremely valuable. Thank you support team for your helps.

Excellent customer support

May 28, 2015
4/5
Overall
2 / 5
Ease of Use
5 / 5
Customer Support

Comments: Software can be very confusing at first but after some help from the support team everything feels like it flows much easier.

Excellent Customer Support

May 14, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Excellent customer support and very easy to use. Thank you Apptivo.

Excellent Support

May 14, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: By using this S/W i really feeling happy, and i easy to access the data. But a small default is we are unable set the PDF Page Size in this s/w. Thank you

Apptivo Application

Apr 20, 2015
3/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: Apptivo is a user friendly application and best suited for middle size company. It covers HR,CRM,Inventory & Financial application & Project Tracking.. The best thing with apptivo is that it is still developing and we can expect more functions in the near future, plus their customer service is very reliable and easy to contact.

Couldn't figure out email templetes, oppertunity and teams I was struggling changing which email different division

Apr 03, 2015
4/5
Overall

Comments: I would of given a 5 if I could talk on the phone, even though I'm paying the elite highest price to be one, nobody ever seems to want to talk to me. The chat box doesn't make a sound or noise. The person did a fantastic job helping me answer my questions. Thank you again

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.

Great product! Great Service!

Apr 01, 2015
4/5
Overall

Comments: I had try on many many trial software our there, some software are too complicated and not simple enough. This is simple and always be able to soft my need for my business. The customers service is really patient enough to help and guide me one by one even my connection line had stop few time.

Pros: Easy to Use, this software is worth for the price. it has hit my 90% need on my business. compare to other cloud business software.

Cons: Take some time to understand it. But it had a lot of video and great customer service to guide you step by step patiently. once you get use to it, it is a great software you can consider!

Great Features, Patient Service!

Mar 20, 2015
5/5
Overall

Comments: I am the type of person that asks a million questions and the folks at Apptivo were patient enough to answer all of my questions.Both persons I spoke to were great! Once you get the hang of it, you will be hooked! Easy to use and lots of videos on YouTube to help you as well as Chat and a Help discussion area.

Pros: Easy, simple to use and a great price point. Has everything you need.

Cons: Takes a little bit of getting used to understand the navigation but once you understand it, it really is easy. Lots of videos and help available.

Super support thanks to Prasanna

Mar 19, 2015
4/5
Overall

Comments: Nice app but really nice support team. bugs comes but it gives satisfaction that people are there to listen and support. Thanks

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!

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
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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.

A perfect tool to manage your business.

Mar 11, 2015
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: Apptivo software is a great tool to manage your CRM, follow ups, work orders, invoices and product managements. It's a combination of a few programs under one easy, intuitive and user-friendly system. With Apptivo, you don't need four or five different programs to manage your business.

Cons: I haven't found anything that I don't like about Apptivo.

Recommendations to other buyers: I would recommend to others to take time and explore the possibilities with software like Apptivo.

Great Support

Feb 25, 2015
4/5
Overall

Comments: Whenever I need help, there is always interactive support available - very helpful and efficient.

Satisfied user

Feb 22, 2015
5/5
Overall

Comments: I am using Apptivo little over 4 years now and I am still very satisfied. In all fairness I have to say that I don't use all features that the program has to offer. However, as a basic user I get a very easy to use and complete program and with a very goom correct and fast support as cherry on top of the ice-cream! Keep up the good work guys!

Pros: Stable and easy to use program, very good support (chat or screen takeover) and more features that I need. It's a cloud solution so wherever I go, I can acces my administration.

Cons: Maybe I could use some more flexibility in designing my invoice templates.