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

Its ability to accommodate the range of sales and technical information we track in a CRM. The Apptivo team was willing to affordably undertake necessary customizations to tailor the product to our business model.

Cons

Certain basic tools (i.e. drag and drop column-builder) are not features of this system. List upload function is complex. Mobile functionality is somewhat limited. Outlook integration is less user-friendly / flexible than ideal. Reporting functionality is limited without customized reports.

Alternatives Considered

Salesforce Platform

Reasons for Choosing Apptivo

Obsolescence

Reasons for Switching to Apptivo

Price relative to the feature set we required at the given time.

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

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.

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 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 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

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

very customisable, easy to use for a beginner

Cons

I dont think there is anything i didn't like

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

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

The onboarding team made sure all of our data was transferred over as we expected and they made everything so easy for us. It is really feature complete so we were able to eliminate multiple other systems and consolidate so it is easier for all staff involved.

Cons

The Outlook integration has had some trouble with calendar appointments that we had to work through.

Alternatives Considered

Salesforce Sales Cloud and HubSpot CRM

Reasons for Choosing Apptivo

We were going to need to spend a lot to re-vamp some processes and it is all consultant based with Dynamics so we decided to look around at other options. Apptivo was by far the best fit for us. It is less costly and easier for us to maintain ourselves. Support and onboarding with Apptivo is top notch.

Switched From

QuoteWerks and Freshdesk

Reasons for Switching to Apptivo

Apptivo is incredibly feature complete and they are more cost effective and support their own product so we can make changes ourselves and also reach out to their support team for help if we need it. It was the best fit for our business by far.

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 am an independent rep working with many brands and had 15 years of contacts in Act database that I needed to extract with all my fields and notes intact. I am not super tech savvy! I made the switch to Apptivo because they have a data migration service for a reasonable fee. The team leader was wonderful and helped held my hand throughout the process. They created the apps that I needed to integrate my data.
I have only been using the system for a few months and still learning so i will circle back once I am proficient.

Cons

I use Contacts-Customers & Leads - calendar & marketing. I have the same custom fields in all three apps. I am not thrilled with the fact that if you change a custom field in one app- it doesn't integrate with the others so I have to go into each app each time an update is needed which is time consuming. I wish there was a feature that addressed this. You can only integrate one mail platform so I cannot pull my mail from my various accounts into the Apptivo Suite.

Pros

so versatile and easy to customize... we can change/update everything by ourselves.

Cons

I have not yet found something I do not like!

Alternatives Considered

ASP.NET Zero

Reasons for Choosing Apptivo

We needed a CRM thad does not require a server and is remote friendly.

Switched From

Tigerpaw Software

Reasons for Switching to Apptivo

more versatile and more apps that cover the full business.

Pros

Apptivo is taking the place of our CRM, project management, sales tracking, and support ticket applications - all in one online package!

Cons

Its not exactly a con. Apptivo is capable of so much, that it can seem a little overwhelming, but it also means that we can truly make it our own instead of us having to conform to apps created for other businesses or created too broadly, that they didn't fit our needs. It is taking some time to set things up the way we need, but Apptivo has great support, and even offers assistance in creating workflows.

Alternatives Considered

Zoho CRM, HappyFox Help Desk, Spiceworks, Freshdesk, Help Scout, Zoho Desk, Bitrix24, Kayako and Really Simple Systems CRM

Reasons for Choosing Apptivo

We needed apps that worked together to be more efficient, and to save money on application costs.

Reasons for Switching to Apptivo

We can save money with one company since you can pick and choose which Apptivo apps (at mostly no additional cost) you want to use, and everything is connected throughout the life cycle of the client.

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

It is easy and quick to punch out an invoice copying an old customer invoice and making a couple changes in the body the Output looks Professional when I bill my corporate clients. I like that if I get stuck, CHAT is always available and it's been quick to resolve my confusion or concerns.

Cons

Inconsistent features access between my Ipad and my windows desktop. The IOS (Apple) apps have improved since I started using Apptivo. Although I had to have two separate Apps on my ipad initially and it was confusing, the main app has bulked up to where I rarely need to get on my windows machine. But I'm finding I do have to still, like setting up recurring invoices.

Recording payments, seems to be less than intuitive, resulting in me over crediting an account and having to search until I gave up, trying to delete the twice or more extra payments due to some sort of lag from screen to screen.

My man complaint is lack of a simple calendar capability and it appears if I want it I'll be having to add Google G Suites, which is overkill. Apparently to make up for lack of feature capability in Apptivo, if I want to set up recurring invoices that utilize date features like 2nd Tuesday of every month or 4th Monday of the month. That will cost me $6 month from Google and I don't want or need all of the G suite features.

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

Apptivo has greatly improved our efficiency with the company and has helped streamline our production and customer contacts at an affordable price. The customer support for the software is fantastic.

Cons

It does feel a little basic for the layout and (feels like 2000 era software database.

Alternatives Considered

Buildertrend

Reasons for Choosing Apptivo

Cost

Reasons for Switching to Apptivo

Cost, Buildertrend was too expensive

Pros

- Very affordable
- So many features and applications for running the entire company
- Very straightforward interface and easy to learn basics right away
- One of the best FAQs and tutorials I have ever seen for a SAAS solution
- Customer service is very responsive and helpful. A+++
- A impressive level of integration into other platforms and customization

Cons

- Limited on ability to delete data or modules once they're created (Have to message tech support to delete)
- Custom app builder takes awhile to learn and understand
- Are not able to clone apps for different divisons to use seperate from eachother (for instance want to use project management app for our sales team and then seperate instance for our production team. Both can use the same tool but in different ways for tracking)

Pros

I love that we are able to add apps as they are needed and our company continues to grow. As someone who does not have a technical systems background, it's great that the Apptivo team was able to work with us and we were able to ultimately get what we wanted.

Cons

Technical support during the build was frustrating at times due to the time difference and bad connections on calls made communicating difficult at times but overall the Apptivo team did a great job addressing our needs and were patient with us when our focus was diverted to other things.

Alternatives Considered

HubSpot CRM

Reasons for Switching to Apptivo

Reviews and cost

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.