User Reviews Overview
About Apptivo
Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM)...
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- Industry: Machinery
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Apptivo is THE Best CRM Software System Available!!
Outstanding! This is the fourth CRM implementation that I have administered in my career and it was by far the simplest and smoothest process with the greatest customization and functionality! After going through the selection process and reviewing all of the "top CRM Solutions" in great depth, I chose Apptivo and I am super glad that I did! Apptivo keeps the system simple to use, which is a must for sales reps, and provides the customization required. The other "top CRM Solutions" have forgotten what salespeople are REALLy looking for in their CRM tool and as a result, made their system more cumbersome for the user. Not Apptivo, they are deploying their system in the right way and there is no extra charge for excellent customer service! The Apptivo team closely manages my account and QUICKLY addresses any items that I want to change. This has been an excellent rollout!
Pros
Ease of use and customization is awesome! They have kept the system simple while implementing a number of dynamic and intuitive functions. The customer service is EXCELLENT! Most CRM companies just want to sell a boxed product and forget about the user. Apptivo takes the time to identify what the user truly is trying to accomplish and then customizing the software to precisely meet the users' requirements.
Cons
NONE! There are no cons with Apptivo! The system is EXCELLENT!
Reasons for Choosing Apptivo
ACT! is a waste of money! DO NOT BUY ACT!Switched From
Act!Reasons for Switching to Apptivo
Better customization, easier to use, licensing was the least expensive, cloud-based, 24/7 customer service support at no extra charge.- Industry: Security & Investigations
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
General
Slow. Very pleased with how things work, but it took a little while to get used to the interface. Now that we have been using it for 3 months or so, it has everything we need all in one place.
Pros
The variety of features that cover Sales to Finance. The value of the apps that are offered fits perfectly into our organization.
Cons
It's sometimes hard to find things. I think this will diminish as I use the product more. The biggest frustration is the integration with other products especially O365. I think I have the email down, but calendar is harder than it should be. Using OneDrive only connects to my personal account and I would like to be able to connect it to our O365 sharepoint folders instead.
Reasons for Choosing Apptivo
Needed a more feature rich applicationSwitched From
Microsoft ExcelReasons for Switching to Apptivo
Some of the alternatives were expensive and didn't offer the value that Apptivo offers. Only Zoho had all the CRM and Project Management features that we needed. Although we thought Zoho was a little easier to get started on, it seemed to have problems with it's integration between it's internal apps and ultimately frustrated us.Response from Apptivo
Hello Michael,
Thank you so much for taking the time to post this review! Our team is thrilled that you're happy with the value the apps bring to your company. We will collect this feedback on getting familiarized with Apptivo and notify our teams accordingly to improve the process. Thank you, again!
Team Apptivo
- Industry: Health, Wellness & Fitness
- Company size: 51–200 Employees
- Used Weekly for 1-5 months
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Review Source
Apptivo Review
Pros
It's a versatile product once you get over the hurdle of understanding the basics.
Cons
More connectivity with other applications is needed. A lot of extra development work is needed for many of the most used applications to be connected.
Top Apptivo Alternatives
- Used Daily for 1+ year
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Review Source
Good but so much opportunity to be so much better
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.
Response from Apptivo
Hi Mike,
The only way to achieve this would be to have another account that you can use as a test account. It wont have all your production data, but you can certainly use that to test out config changes.
For enterprise accounts (larger than 250 users) we do provide multiple dedicated environments as its pretty normal to have dev, QA and production accounts in that setting.
We are constantly working to improve the quality, while keeping the pace on new features. I totally understand when some of these new releases cause disruption to existing processes, but we are working to make these changes as seamless as possible.
Thank you for your feedback though. We'll continue to refine our execution.
- Industry: Broadcast Media
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Easy to use, superb support
Very good. Support has been really reactive and immediate and has been top notch.
Pros
Very easy to use and adapt. TO change the system is a simple matter.
Cons
Some of the explanations are a little counter intuitive due , i think, to sub-continental linguistic usage rather than being incorrect per se (e.g. "trigger will fire in the next year" means the trigger fires in a year's time NOT in the next 365 days which is how we read this ). Some manual pages need the English to be standardised but generally speaking all seem easy to understand.
- Industry: Security & Investigations
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Flexible Software Platform
Cloud-based product is easy to use from anywhere, including mobile device. We required significant system customizations and most were successfully implemented. While we have trouble resolving issues using Apptivo's general Tech Support chat function (probably due to our breadth of customizations), our PM and Apptivo's technical team always provide good support when we have issues to address!
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 PlatformReasons for Choosing Apptivo
ObsolescenceReasons for Switching to Apptivo
Price relative to the feature set we required at the given time.- Industry: Information Technology & Services
- Company size: 10,000+ Employees
- Used Daily for 1-5 months
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Review Source
Before you purchase a CRM solution, You really have to check this out!!!
So far, everything's been great. It's been very easy to setup as I want. When I've had questions, there's the chat box for support and they've been VERY helpful every time I've asked.
Pros
Apptivo is the first collaborative, simple, and cost-effective way to manage customers, pipeline, & calendar that I've found. Most others that offer similar functionality will cost you an arm and a leg. Or they'll be reasonable at first, then they'll get you for each of the "add-ons" that you need to make a whole solution for your organization.
Cons
Some of the apps are not quite as intuitive as some others, but that's to be expected considering their business purpose.
Alternatives Considered
HubSpot Marketing Hub, Dynamics 365, Salesforce Sales Cloud, SalesNOW and HubSpot CRMReasons for Choosing Apptivo
Very intuitive overall. It's great how all the apps integrate and work with the others. It's very nice to have so much functionality in one place.Reasons for Switching to Apptivo
Everything I need in one app at one monthly price. Not nickel & dime like the others for the same functionality.- Industry: Import & Export
- Company size: 11–50 Employees
- Used for 1-5 months
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Review Source
Great CRM solution for small business
I think it's really easy to setup and use for less technical people, great for freelancers, small businesses and mom and pop shops who don't need or want data driven CRM systems. If you have a single person who can juggle multiple aspects of customer service it's cost effective or a small team it's worth it.
Pros
When my client asked me to look into a customer management solution to start to transition away from paper and Excel sheet based documents, I looked into several options including Salesforce. The price was good and comparable to Salesforce but I think many small businesses, your mom and pop shops don't really want or need more in depth data analytics. I think that's where Apptivo is better and easier to use for small business who aren't as data driven.
Cons
What I didn't really like is that for roughly the same annual price per single licence compared to Salesforce was in Apptivo limits the account to a single user. If you have more than one person who handles customer service, marketing, invoicing etc, the cost is a lot more.
- Industry: Military
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Customer support
Good
Pros
valuable services to include many things that I need to run my business
Cons
Some good reps that speak good English, some reps need to better understand English
Alternatives Considered
monday.comReasons for Switching to Apptivo
I was going to leave, because I need Zoom support, but I got the support I needed so I stayed- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Very impressed with Apptivo CRM.
Pros
I used quite a bit of CRM. But, with Apptivo based on your needs, you can customize it to tailor your company functionalities.
Cons
So, far the only thing I would do is when you are in the "Leads" or "Contacts" list if there was a next button to move on the next lead or contact. But, other than that it is great!
- Industry: Information Technology & Services
- Company size: 1,001–5,000 Employees
- Used Weekly for 6-12 months
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Review Source
Apptivo for Sales
Generally okay. but still getting to know how to use it.
Pros
It is an easy to use product and has the flexibility to customise
Cons
I have found that the import function is not intuitive
- Industry: Financial Services
- Company size: 5,001–10,000 Employees
- Used Daily for Free Trial
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Review Source
import leads
very good customer support
Pros
Assistance in correcting my import error most helpful
Cons
email interface may be an issue for using program
- Industry: Education Management
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Here's What You Need to Know
Fulfilling
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 CRMReasons for Choosing Apptivo
Tooe xpensiveSwitched From
Salesforce CPQ & BillingReasons for Switching to Apptivo
personal onboarding. pricing and customer support- Industry: Maritime
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Learning and loving
The more I learn, the more I love it!
Pros
I love the automation and how easy it is to communicate with our customers and internal team.
Cons
I'm still learning, and although all companies vary in their work flows, I would love to see a more of a road map, as to how apps should relate to one another. Being able to convert an estimate into a quote from the click of a button is great, and the notifications of "who's up next" is great. I guess I just need more time to figure it all out on our end. I know the potential is there, it's a very intuitive product.
Reasons for Choosing Apptivo
Apptivo just has so much more to offer.Switched From
Tigerpaw SoftwareReasons for Switching to Apptivo
The look and feel, It's very user friendly and the support is amazing! Between chat, google and youtube you have seem to cover it all.- Industry: Nonprofit Organisation Management
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
SDFRA Review of Apptivo
The overall experience has been great! By building this project with the Apptivo team, we were able to update our claims system and member database system, which was 12 years old. We can now run reports, track membership dues, grants provided to the members, communicate, document, run checks, etc. This system is very robust, and that is what we asked of the Apptivo team.
We are still working on the project and just launched our "go-live" in-house and are very happy with it so far.
Pros
The most impactful feature of the Apptivo app is the administration and membership portal access. We have approximately 1,300 that will be utilizing this application. The membership side product is very straightforward; thank you to the Apptivo team for allowing our team to provide our feedback and fix any issues quickly for us to test. The integration of the new system was very smooth and almost seamless during the transition.
Cons
Our system was custom built to meet our needs. We would like to see specific items more automatic, and the Apptivo team is still working on making these features in for us.
Alternatives Considered
Salesforce Sales CloudReasons for Choosing Apptivo
The old system that we had been using is out-of-date and around 12-years-old. There were many glitches, and it did not allow for updates to be made. We were unable to track membership dues, and many members had fallen off without our knowledge. Our reports were minimal and not what we currently need.Reasons for Switching to Apptivo
We chose Apptivo because their customer service stood out to our organization. From the start, the Apptivo team has been great at communicating with our team and meeting our expectations for this project build.- Industry: Hospital & Health Care
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Quite Satisfied Users.
The experience has been great. Afte a 60-day ordeal with SalesForce (see below), had Apptivo up and running in a day. Doing the job. Getting the results. Users happy. Highly recommended.
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.
- Industry: Paper & Forest Products
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
customer service gets you up to speed quickly
This has replace the ACT program I used to have and it is doing well.
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.- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Daily for Free Trial
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Review Source
Wow, what a find!
An absolute pleasure to use the software and the support is fast and efficient ([SENSITIVE CONTENT HIDDEN], thank you). I've juggled and used a few different platforms previously to attain the same result. This one really does seem to be genuinely 'all in one', with little in the way of compromise. T
Pros
What I like most is the way you can build up your own business management system to suit your business which goes well beyond a CRM. Pricing is straightforward and extremely good value. The software has mind-boggling scope with its array of apps that are easy to 'buy' (no hidden extras, all part of the price). It's actually fun to use and is very customisable for an off the shelf package. I like the way you can clear off the stuff you simply don't need - for a custom, uncluttered look.
Cons
I'm still relatively new to it but at the moment - absolutely nothing.
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Highly Recommend!
So far I've been extremely pleased with everything!
Pros
I enjoy that this CRM is modular so you can or subtract components that don't directly relate to your business (ie. Shipping, Locations, Invoicing, Properties, Contracts, etc). I also like that once you understand how Apptivo works in one app, you'll understand how the rest of them operate. Customer support was extremely helpful in growing my knowledge!
Cons
It took some time to learn how to customize it to my liking, along with plenty of help from customer service. So the learning curve was a little steep but nothing unusual compared to similar CRMs. Also, I have not maxed out my cloud storage or even come close but I anticipate that I will need more cloud storage.
Switched From
Salesforce Sales Cloud
- Industry: Professional Training & Coaching
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Great experience
We are a small & medium company located in Europe with subsidiaries in US and Asia. We were looking for a provider which could (1) allow each subsidiary to view each other's customers (to increase the lead generation); (2) enable us to standardize our data (previously we were entering data into Excel without proper format); (3) facilitate data analysis and (4) enable us to streamline and automatize as much as possible the process from price offer to invoicing.
After extensive research, we selected Apptivo for our CRM solution. Having to deal with lots of lists of companies from different countries, dealing with multiple currencies, it was not easy to find a CRM which is easy to use, affordable and yet can meet our demand. We have been using Apptivo for one year now and we are very happy with our choice. It was a necessary step to professionalize our business process.
There is probably much more we can do with the application which we haven't explore yet. We are now using CRM, HR, Suppliers, items and Invoicing app within Apptivo.
Pros
Easy to use, flexible, great value for money, great support (very friendly and quick), easy to import/export your data back into Excel.
Cons
We found a few small glitches (no space between "Mr." and "Name" when exporting the fields; or one functionality in invoicing did not work), but the support team was very quick in fixing those.
Response from Apptivo
Hi Olivier!
First of all, thank you so much for taking the time to post this review. Our team is so thrilled that you are so happy with our service and Apptivo. I am very glad to read that our support team provided great service. We would continue to provide all of our customers with the same amazing experience. You can always get us on online chat (24/7) or write a note to [email protected].
Thanks again!
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Apptivo is a best kept secret
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
PipedriveReasons for Choosing Apptivo
Ease of Use and CostSwitched From
Pipedrive
- Used Daily for 2+ years
-
Review Source
Best Bang for the buck on the market! Adaptability and ease of use with scalability!
Functionality and accurate data collection that was flexible to meet my needs! Hands down the best solution on the market for the price point!
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!
Response from Apptivo
Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us ([email protected]) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo
- Used Daily for 6-12 months
-
Review Source
I have utilized several CRM solutions and the Apptivo CRM solution is a great solution for...
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.
Response from Apptivo
Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us ([email protected]) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team ApptivoThank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us ([email protected]) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo
- Industry: Consumer Goods
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Apptivo Rocks!
Very, very good. It is really hard to find fault. A brilliant company, very good software and a really responsive help desk that can answers questions, 24/7. What is there not to like?
WELL DONE APPTIVO....(just address my two little 'cons' and you have a PERFECT platform).
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.
Response from Apptivo
Hello Ken,
Our team is thrilled that you're happy with our integrated software and our support team . I understand your feedback regarding uploading and viewing documents. I will collect this feedback to notify our teams accordingly. Again thank you so much!
Team Apptivo
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
New World Precious Metals
I believe Apptivo is an excellent software mainly because of it's capable, supportive and friendly customer service team. [SENSITIVE CONTENT HIDDEN] was truly professional in providing support and went above and beyond to be available (especially with the time zone difference of over 12 hours). We really appreciate his help and professionalism.
As well, another team member at Apptivo designed a background to go with our emails to clients that was very impressive and visually appealing. We appreciate her effort and her excellent work.
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.