Who Uses This Software?

Small businesses, entrepreneur, professionals, consultants, freelancers


Average Ratings

267 Reviews
Support
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $10.00/month/user
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

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

About Apptivo Projects

Avoid missed deadlines and streamline your client delivery process with the Projects App. Use the project tasks to quickly create timesheets and invoices to bill your clients for the work performed. - Manage unlimited tasks - Supports task dependencies - Interactive gantt chart available - Run custom reports


Apptivo Projects Features

  • Agile Methodologies
  • Budget Management
  • Client Portal
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Gantt Charts
  • Idea Management
  • Kanban Board
  • Milestone Tracking
  • Resource Management
  • Status Tracking
  • Time & Expense Tracking
  • Traditional Methodologies

Apptivo Projects Reviews Recently Reviewed!


Good project tracker

Jun 17, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: I like that it's simple enough to set up and tailor to my business' needs. I don't use it myself, but mobile app is convenient should you need to use it.

Cons: It does appear to be a little slower., and there are glitches sometimes that don't allow it to function smoothly.

Capterra-loader

The ability to integrate in a single application or program the different sections

Jun 14, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The application offers complete view of the client and project from the start to the delivery and collection stages. Also alerts and personalizes reports. I really like the option to install a version of the application for mobile devices

Cons: At the beginning of the implementation phase, effectiveness may decrease if there is resistance to sharing information among commercial units or departments, this depends on the skill and ability of the work force, it also implies education and training, even though this tool is very easy to use and very intiutive for the team work so it can be less this training time

Overall: You have a clear vision of all the processes in a company ready to be analyzed

Capterra-loader

Usefull for start ups

Jun 13, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: It is affordable for all business. You have access to a 24 hours support. It has a great mobile app from where you can control everything. It can be related with OneDrive.

Cons: The interface sometimes gets stuck and it takes a little time to come back. It doesn't have a initial tutorial to learn how to use all the features.

I am rating this at a very early stage. The support folks and the sales team have been wonderful.

May 18, 2018
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It has many powerful features, some of which we hope to use. The support and sales team have been very helpful getting us started.

Cons: It has many powerful features, lol. I need more focus and concentration on what we are building. We have an organization and are in the early stages of development of Apptivo. Will look to offer more comprehensive feedback at a later time.

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.

Very usefull, great customer support, complete suite of apps, ticketing, knowledge base CRM and more

May 14, 2018
5/5
Overall
5 / 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: There are a lot of applications integrated together, you can control the access you want your customers to have
You can create tickets, design workflows, you can communicate with customers, you can access from any device, you can control the acces level for your employees and also the security roles to your contacts.
24/7 online support chat

Cons: I dont have any issues with this software, I am very happy with the way it works and its easy to use

Overall: Great software to track many aspects of your business and work easier, having a good interaction with employees and customers

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.

Great software!

May 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Possibility to tailor it to a specific Business, the functionality, Ease to Use, Layout, various search functions

Cons: Would be good to have ability to customize own reports, more robust user authentification and slightly lesser cost.

Good Software for tracking progress, But I hope we shall work to make it better

May 11, 2018
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 fact that i can modify the CRM to my requirements to give me more alternatives on how to capture information makes this software so useful

Cons: Many at times I found the software more than slow when especially when dealing directly to my clients

Overall: I feel there is some value for the money spent to acquire the software.

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

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

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.

Capterra-loader

straightforward and easy to use CRM platform

May 07, 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: 7.0/10 Not
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Pros: good drag and drop capability, easy to navigate, good integration with additional modules. Very affordable

Cons: No major issues; would be good to have ability to customize own reports, more robust user authentification

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.

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.

I initially set out to use a different CRM, but after speaking with your rep, I was sold.

May 07, 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: The ala carte menu is outstanding. The fact that I can talk to customer service and have someone thoroughly explain things to me Hands-On so to speak, is exceptional

Cons: I haven't figured that out but when I do I'll let you know. I were forced to come up with something, which it looks like I am, I wish you were easier to use my Square payment service and have it integrated into my apptivo CRM.

Overall: I have a CRM that is easy to use

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.

Great

May 07, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Estimates and Customer data logging is great. I use estimates the most, great tool for cloud based service.

Cons: Wish there was more functionality with team calendar and ability to track contract due dates and reminders.

Overall: Ability for team members to manage customers and produce estimates, both in the office and on the go.

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.

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.

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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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.

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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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...

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.

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

Good

May 05, 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: I like the fact that I can tailor Apptivo to my company needs. It also, allows me to add invoicing plus more as I need it.

Cons: The software is very very very slow when going from customer to customer. I hate I am not able to link the apps together by person once new app is created.

Pretty good

May 05, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Value for price and its functionality with other programs. I like how its compatible with the other programs I use like Google and wordpress

Cons: Support. I inquired about wordpress plugin and had the articles sent to me but ran into issues and rep said someone would call me back but didnt

Overall: Crm at a reasonable price

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

Very easy to get up to speed.

May 04, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Pros: The technical support is great and the dashboard function is a big help and better than what any competitor has to offer.

Cons: There is not a starter tutorial that covers everything and you are sort of left on your own to get up to speed.

A great and very customizable CRM with easy integration with our email server

May 04, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Very easy integration with gmail extension.
Auto-fill on retrievable customer data.
High level of customization of the fields.

Cons: Terrible ecommerce integration unless using shopify.
The fixed or default fields cannot be removed or hidden

I was reluctant in the start but since I've started using it, I must say it's one of the best.

May 04, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: One of the best softwares that one can find in the market to download and get on with using it without any issues.

Cons: I haven't found any to date but as soon as I find them will surely update my review.
I haven't seen the option of the received amount in the software or maybe I haven't explored it yet.

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.

exceptionally customizable

May 04, 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: its customizable solution for all your needs is what I love the most. It is very Affordable and provides 24-hour support. They have the beautiful mobile app which is very easy to use.

Cons: Integration with third party application is something they need more homework. they don't have much app that integrates.

Overall: New workflow and campaign management tool

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.

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.

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.

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

Really easy to use and helpful to our goals!

May 04, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: I love the way we can easily streamline our contacts across employees. Apptivo was easy to use and a great solution.

Cons: Adding new contacts was sometimes time consuming with multiple tabs, but once you got the hang of it it was ok.

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

May 04, 2018
3/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The Flex ability, create way to have all customers, estimates, invoices all in one central place. Would like to see more features like Housecall Pro.

Cons: Lack of Mobile Features
Check out Houcecall Pro.
Sometimes I have problems logging in, I have to try atleast 5 to 10 times before it takes cred

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,

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.

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.

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

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.

A lot of configuration, but once you learn the dynamics and functionality it becomes more simple.

May 02, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: How organized the applications are and all apps are cohesive with each other. I like the trigger function as well.

Cons: Need more than just a couple demos to fully understand the functionality of Apptivo. It takes a while to research through the settings of each app for what I specifically wanted, especially for my employees.

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
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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.

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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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

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.

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.

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).

I have used it for months splendidly. I'm in real estate so I do wish the properties was better

May 01, 2018
4/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: I'm in a small organization so prices was the main consideration

Cons: the properties module is not intuitive for commercial brokerage real estate. it seems the programmers considered residential only.

Overall: it worked good for a while until I figured out the commercial real estate was not practical.

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.

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!

Apptivo has been able to provide me with anything I needed to do to manage and invoice customers

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: 8.0/10 Not
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Pros: Online -easily accessible
Intuitive interface
Has all the features of larger, more expensive software

Cons: UI for invoices used to be straightforward but has changed. Reminders and recurring tasks could be easier to set up.

Overall: i'm able to keep leads, contacts and customers straight. I can easily see where I can gather more clients.

It was difficult at first deciding how we wanted our dashboard to look but over time we figured it o

May 01, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The uploading contacts portion was easy to use. When I had questions the representative was helpful.

Cons: To do custom fields was tricky. I would have email a presentative and sometimes it was difficult getting quick solutions.

Overall: We found something affordable that met our current need.

Good, customizable CRM-system with lots of functions. Extreme good value money-vise.

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: That it's logical and give you the possibility to customize it however you want, plus that it gives you a good value for your money.

Cons: Maybe the look of the program. Looks a little bit of old-school and not very fresh. I do think it would attract mote people if it were more eye-cathing.

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
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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...

Using the program to track all customers and use for email blast

May 01, 2018
3/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: easy to use within its own program. Has many more features than we would ever need to use. Would be great if you could dispatch from the program

Cons: does not integrate with constant contact without a lot of additional work. We have spent a lot of time on the phone and using chat to try and correct but no easy way as of now. Needs to have the first and last name separated on the CRM customer app

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

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.

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

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

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

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.

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.

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.

Great Value and Customer Service

May 01, 2018
4/5
Overall
5 / 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: I was able to get it set up and running fairly quickly and was able to get customer support when needed. Customer service was super friendly...I was particularly impressed because I called during my free trial and they treated me like a paying customer.

Cons: When I first signed up (2014), it was missing some features that other more, robust CRM/Inventory management software offered, such as an app to manage it and specific reporting. I understand they have added additional features since I first signed up.

Overall: Great CRM/invoicing for a start up, single-operator health based business.

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.

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.

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.

Easy to start using. Fast support.

May 01, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: The price is right, the ux is intuitive and I like the flexibility of adding just the apps that I need.

Cons: It's hard to know the best way to do a particular task since there maybe more than one way of getting there between apps & I'd like a refresher on designing a campaign.

slow, ineffective "chat". 2nd & 3rd levels of support take a week or more to respond, then are tot

May 01, 2018
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: very little because the issues we had with email syncing and marketing emails far outweigh the problems

Cons: emails lost inside the apptivo black hole, show to be sent but never get to the internet. slow response to every issue, large or small. email blast process is worthless and seldom works.

Overall: a glorified rolodex (sometimes)

Amazingly deep feature set, more than most will need.

May 01, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Amazing amounts of features. The way the software integrates all together is quite amazing. Can't imagine any small to medium business needing more. Intuitive, if not easy to use.

Cons: Not exciting, fun, or enjoyable to use. We just found that we were not using the product. It was very generic, not especially well laid out, and just not that easy to setup.

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.

It works

May 01, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Customization (to an extent). We are able to make it fit our needs for a very niche business. The mobile app works well.

Cons: Support is difficult to reach and not very responsive. Some things like the email sync with Gmail don't seem to work that well.

I use it for my career counseling business

May 01, 2018
4/5
Overall
2 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money

Pros: It can track almost everything I need tracked - ie., customer information, invoices, scheduling, payment,

Cons: Ease of use - I feel it is not completely user friendly. The gui is difficult to figure out and there are not enough links. Also, it is not easy to manipulate a screen or generate a personalized report.

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.

I used it to schedule reminders for customers, the follow up tool is my favorite.

May 01, 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: 8.0/10 Not
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Pros: Able to be enter current, potential and cold call customers
The follow up tool
Being able to see what kind of customers we attract

Cons: It is hard to enter and upload sales to hard to see how effective it is with numbers as we have to do it all manually

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.

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.

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

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.

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.

My team and I found Apptivo very easy to use and integrate into our dialy routine.

May 01, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: I love the flexibility when creating a project workflow. Everything we need is there. Set it once and forget it.

Cons: I think the thing I like least is the sterile and gray look of the software. Wish we could customize for color.

Very intuitive sales tool to use

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: Ability to get up to speed very quickly; ease of use and the integration of so many apps to manage the entire sales process

Cons: I haven't discovered anything that I like the least about this software or the applications of it. I'm only using CRM, Marketing, Human Resources, Supplier.

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.

Great concept but it doesn't work well

May 01, 2018
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
2 / 5
Customer Support
1 / 5
Value for Money

Pros: Everything in one place. But the app didn't work like it should. I think it's great and tried hard to use it well but to no avail. I like that I could keep it all right there. One thing effects 5 others

Cons: Really hard to use, lots of things didn't work. Difficult to setup. Input everything that I should have but it didn't work. I called customer service but didn't get any where

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 felt the software was not intuitive for our needs and was not designed for our particular needs.

May 01, 2018
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Pros: I like the amount of different ways that this software could be utilized, and thought it was a cost effective product.

Cons: It was too complex to setup and I felt that the software moved slowly, lacking user-friendliness.

Capterra-loader

Apptivo is a good product. I think it has a good design and the ease of use is refreshing.

May 01, 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
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Pros: That its modular and can be increased in size and functionality like a Lego set. It accommodates many industries as a result and seems to have thought of nearly everything regarding CRM in business.

Cons: Just the lack in a bit more customization for our use in the financial industry. Some of the fields I would like to change and add maybe other widgets or tools somewhat reflected in Word Press so we don';t have to go outside the software.

Overall: Organizing of all contacts and the ability to track data.

Works 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
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease of use and ability to customize to fit our business model. I like being able to customize my screen to only use/see what i need.

Cons: mobile app doesn't do everything the web-based platform does. Also, it may be my computer, but it takes a little time to load each section.

Capterra-loader

Overly complex for a small business

May 01, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Pros: Does what it says it will do. Has the ability to sort and tag, create targeted lists. Good search functionality

Cons: Learning curve is steep if small business. It is overconfigured, tries to be all things for all purposes

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.

Good software that does a lot but lacks some basic features

May 01, 2018
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to use. The screens were easy to navigate, the flexible interface was good. It made for a smooth operation.

Cons: There were some basic features missing that I believe are still in the making. I was unable to sort out leads based on when they were entered, some simple math operators were missing (less than, more than, equals to) etc. Other than that, the package is quite nice and well thought of.

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.

Generally good with several very frustrating features

May 01, 2018
4/5
Overall
3 / 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: Sales funnel and sales tools combined with the potential for invoices/shipping/etc also included.
Differentiation between contacts and customers helps streamline project work.

Cons: No way of automatically updating contact details on contacts by changing details on customers, editing contacts/customers becomes quite laborious.
Cant delete suppliers.

Overall: Can store all of our contacts in the same place as opportunities.

Capterra-loader

Excellent tool to generate projects as well as the sales process

Apr 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This tool is very useful to evaluate and organize the entire sales process that a company has with its products or services, it also has application for the phone and works very well

Cons: It is a bit expensive as most applications but you can pay, since its use value is at a good price, its interface may improve over time

Great product but prefer other services.

Apr 24, 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: The high hopes that we had were met but ended up going with another product. We liked the concept provided, the workflow, and the price point. You will definitely be happy with this product if you choose it.

Cons: I can see this being costly for some companies depending on their expenditures. Also, an updated interface would be nice.

Overall: Use was easy but could have had more.

Capterra-loader

A different option

Apr 04, 2018
4/5
Overall
3 / 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: I love that there are multiple options that you can set to your requirements you can set up any number of items that are connected such as projects CRM expenses inventory and a host of other things and makes it really flexible and customizable.

Cons: It is a bit too difficult to navigate and takes a little bit of learning to get used to it I'm still getting acquainted with the program and have had difficulty syncing the calendar and tasks which is a bit of a bummer because those are things that I really did need to have available to me however that's minor.

Overall: I can keep many different items together such as inventory building materials projects products etc etc in one place and although I can access it on the go it is limited to what I can actually get to from the app.

Integrate help in your apps

Apr 04, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money

Pros: It is really nice how effortlessly you can integrate a helpdesk in your apps. It supports both iOS and Android and looks pretty good in both versions. The paid version brings a few nice reports and integrations, which the free version misses.

Cons: It can be a bit pricey for small companies. Besides, some of the integrations don't' work perfectly, there can be issues with emails and reports. Other than that it is a really nice way to provide customer support right from your app.