Apptivo Reviews

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!

Pros

Apptivo CRM is very user friendly. It is also very flexible so it can suit your business the way you do business

Cons

If I feel like there is something missing, I can report it to Apptivo and they usually put it in their pipeline and add it to the software.

Pros

Apptivo is a fantastic system which incorporates many areas of our business in to one system. Previously we were paying for various online packages such as a CRM System, Invoicing package, HR system etc, but now we have one system to all.

Cons

As the Apptivo packages are separate apps, it took a while to create the flow that suits our business and moving information between the apps is not seamless and to date is still not 100%. Given this was a tailored package, i did expect seamless integration between all the apps.

Pros

this very used full App and many app fled are available in this software

Cons

Agenda and task sysnk other software so good

Pros

Cost, ease of use, support is very good.

Cons

The WordPress Apptivo forms are very basic and there is no integration for WPForms and only very basic integration with Zapier. Form styling options would be good. Some documentation is out of date, eg. Google Forms Integration

Alternatives Considered

HubSpot CRM

Reasons for Choosing Apptivo

Cost and functionality

Switched From

Zoho CRM

Reasons for Switching to Apptivo

Cost, functionality and ease of use

Pros

Apptivo is very easy to use compared to our previous solution. From an admin point of view, you don't really need a tech guy to maintain the tool. It is fast to load, the information is readily available and the support team is super responsive. On top of that, it is very inexpensive compared to other software. Let's see how it goes going forward :)

Cons

For now, I would say the layering is a little strange. It works in columns so when you want your opportunity page in a certain way, it is a bit difficult to organize. But so far, not much more than this.

Alternatives Considered

Zoho CRM and HubSpot CRM

Reasons for Switching to Apptivo

Mainly for the price and the fact that it offered all that we need from a CRM point of view, if not more. Also, the ease of configuration for a non-tech person was a major factor.

Pros

Highly customizable
Has a variety of applications to utilize
It's value for money
Incorporates a lot of events and triggers

Cons

It's a bit complicated for first time users- The settings option is broad.

Alternatives Considered

Zoho CRM, Freshsales and HubSpot CRM

Reasons for Switching to Apptivo

Inclusivity - Variety of items and applications in one place!

Pros

They do not nickle-and-dime you to death! One price includes everything. Their tiers are about number of users rather than adding/subtracting features. A more sensible model than some of the others.

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

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

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

Cons

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

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

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

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

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

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

Pros

Product is very easy to use, and customer service is always quick and very helpful.

Cons

There is not anything we don't like about this software

Pros

Apptivo makes the tedious task easier, that saves lot of time and paper work.

Cons

Multiple time address needs to be enter.it can improved more for more user friendly interface.

Pros

This product is easy to use, once you leave behind any legacy training from your old software! It also comes with an excellent APP which enables you to INSTANTLY access your diary anywhere you are. this is a big plus.
Once you understand the logic of the programme you realise there is a lot of functionality available to you. We will be picking up various new apps as we need them. this aspect is also helpful as you are not paying for anything you do not need.... until you need it!

Cons

Not a fault of the software, but our biggest challenge is simply unlearning how the old software worked, along with the absence of a right click function - which is the same for any browser based software.

Alternatives Considered

HubSpot Marketing Hub

Reasons for Choosing Apptivo

This product has an online web version but it is slow, cumbersome and with rather limited functionality which is really quite challenging to access online. We needed to be much more nimble and be able to access our diaries much more quickly and do not regret the move away from ACT.

Switched From

HubSpot Marketing Hub

Reasons for Switching to Apptivo

All the other options were far more costly / user with apparently similar functionality.

Pros

Do not be decieved by Apptivo's simple interface. It is POWERFUL. Imagine having Sales Force, Mailchimp, Quickbooks all combined into one application that works on all types of devices.

That is what apptivo is. I like the fact that there is an app for everything within the Apptivo app itself, and all those apps are free!

I like that when i'm customsing and i spot an issue, i click the help button and [SENSITIVE CONTENT HIDDEN] or another support team come online in literally 12 seconds and tell me how to solve the problem.

I like the fact that i'm paying just 20 dollars for this instead of 120 dollars per user for sales force.

I like the fact that i can customise invoices, set up email templates, set up triggers so whenever i create a type of customer a special type of email is sent from a special address.

If i keep going on, i won't stop

Cons

I really can't think of anything. Maybe i do not really like when i cant find a feature, but when i report it, 10 days later i get an email that feature was added. So they solved that problem

Alternatives Considered

Zoho CRM

Reasons for Choosing Apptivo

Tooe xpensive

Switched From

Salesforce CPQ & Billing

Reasons for Switching to Apptivo

personal onboarding. pricing and customer support

Pros

The support at Apptivo in AMAZING! I worked with a team to import 15K+ contacts and 72K+ emails and notes from another CRM. They have been extremely helpful, responsive, and on top of all the technical challenges I've had along the way with getting started.

I evaluated numerous other CRMs before deciding on Apptivo. I like the ability to customize this CRM to your needs, the price point is fair, and their support team has been extremely helpful with the importing process.

Cons

The import process was time-consuming based on the amount of data I had to bring over and the fact that my old CRM didn't provide an SQL file to make it simple. This is no fault of Apptivo.

Features I would like to see:
1. Add email sequences to the Premium plan
2. Fixes are needed for the email sequence, Gmail sidebar, and Triggers (I have put in support requests for these items
3. Add the ability to create simple invoices without having so many required fields. All the required fields in that app make the functionality not work for my business, so I create invoices on another platform

Alternatives Considered

Insightly, Streak and HubSpot CRM

Reasons for Choosing Apptivo

Karma lacked the functionality I needed that Apptivo has.

Switched From

karmaCRM

Reasons for Switching to Apptivo

The reviews, the price, and the responsiveness of Minh when I wanted to schedule a demo and had questions about the software (great job Minh!)

Pros

Ease of use. Flexibility and customization. Responsive (immediate) support. Integrated choice-based modules (one fee).

Cons

Would help to have a better understanding of the interaction between contacts, customers, opportunities, leads, etc. For example in our organization, a person can be 1,2,3 or all 4 of these simultaneously.

Pros

I like the ease of getting answers from customer service if stumped. I am 72 and while the app is pretty easy to navigate I sometimes need help and the team always comes thru quickly.

Cons

nothing it is doing all that I need done and more.

Alternatives Considered

Act!

Reasons for Choosing Apptivo

I lost the program when doing a reset and with support no longer available for my app I decided to make a change .

Switched From

Act!

Reasons for Switching to Apptivo

I knew ACT would eventually stop the support as they are leaning to total cloud programs so I thought Apptivo was a good alternative at a wonderful price.

Pros

The ability to CUSTOMIZE! Customized fields for contacts, companies and I can make my own custom apps! Also customer service and the engineering teams are top notch! 24/7 support. 90% of the time they can help me. The 10% of the time they can't and refer me to engineering for unique situations the engineering team is great at reaching out to me quickly to resolve the problem.

Not a perfect app, but they are receptive to suggestions and ideas. They work to implement user suggestions. I've seen them implement my ideas from using them with my company.

Cons

No way to track ages by birthdate. Yes, you can use a date field to track birth dates, but I need a field that shows me a client's CURRENT AGE based on their birthdate field. With hundreds of children clients in my database it's super important to know who has a birthday coming up and how old they are exactly on any given day. It would be even better if the birthday field was set up so you could set alerts/reminders that birthdays are coming up that month, that week and today. Remembering a kid's birthday means the world to them!

We also are trying to find homes for cats. They too age every day. Knowing their current age is super helpful when trying to find them homes. With hundreds of cats that are in our system that we are trying to place we need a quick view of all the cats and correct CURRENT age based on their birth date.

Pros

-A solid sales pipeline (From lead to opportunity to sales to after-sales)
-A great contact management system
-The possibility to generate quotes that can be converted to work orders, to invoices etc
-An integrated templated Project management system with pre-set task generation
-Email (gmail) integration
-Google apps for business integration
-The possibility to add more functionality in the form of integrated apps when the need arises.

As far as I know, ONLY Apptivo, has a free 24/7/365 online support chat from within the CRM, and I consider this as a huge plus point.

Cons

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

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.

Pros

Ease of Use. I it easy to add contacts and it is easy to track activities.

Cons

Sometimes support doesn't know how to fix things and they have to get others involved.

Alternatives Considered

Pipedrive

Reasons for Choosing Apptivo

Ease of Use and Cost

Switched From

Pipedrive

Pros

This CRM has all you need to run a company small or large. It automates your day to day tasks and simplify your processes. Price is the best part. You do not have to pay over the moon for other similar and probably even with less functions CRM's in the market.

Cons

Integration between "apps" but there is a way round this if you know how. If you do not know the support is very helpful.

Alternatives Considered

Zoho CRM and Pipeliner CRM

Reasons for Switching to Apptivo

a lot less expensive and less complicated.

Pros

Features - This is a one stop shop. Marketing, Sales, Telephony, Shipping... the list just goes on and on. I don't there is a need to sign up to a separate subscription for other services. Apptivo has you covered for everything.
Price - Amazing...so much for so little. I don't believe another platform offers such value for money. The closet is Bitrix 24, but you have to sign up for at least 5 users to use all their functionality like Google 2-way sync. So although good, not the best if you are just starting out.
Customization - This app allows you to add fields, change the layout and do pretty much what you want in terms of one wishes to use it.
Integration - integrates with all the major platforms and has some great 3rd party plugins.
Support - 24/7 and immediate. No waiting. Brilliant. Support team is particular helpful

Cons

I think the U.I could do with a refresh
Document support for uploaded files is a little limited. The software would be perfect if it had a viewer support for Word docs, etc. What this means is that any uploaded document, has to be downloaded in order to view it. This is clumsy....but a small price to pay, for what is very good software in nearly all respects.

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.

Pros

As a small financial business, New World PM primary objective was to obtain a CRM that allows client info management, ease of follow up on potential leads, and ease of use for the entire team.
At the time of writing this review, approximately one month of using Apptivo, we have managed to achieve the first two objectives successfully with a lot of help from [SENSITIVE CONTENT HIDDEN] at Apptivo. Although Apptivo has a user-friendly interface, some of our team members have found some challenges accessing and/or modifying information. However, I am impressed with the master layout and how I can easily add or remove information fields as a super user.

Cons

However, the fact is that not all of my team members feel comfortable using the software is a bit discouraging. For example, not all brokers could access the full list of clients.

Personally, some items that I wish were different:
- Changing email templates.
- Changing the default overview of the Clients page. I attempted that, but the changes revert back to what the page looks like normally.
- As a super user, I changed permissions for brokers to be able to see all clients, but the changes did not take effect it seems.

Pros

Functionality, flexibility, working with the Apptivo team to set up the software, ease of use for our portal members and pricing.

Cons

Most of our recommendations were supported by Apptivo. There is a bit of a cumbersome process in generating our member payments. However, this is partially due by our decision to not re-enter our claims for generating payments.

Pros

Easy to set up, understand and customize.

Cons

Takes some e-learning to customize properly but it is easy to accomplish