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) applications provide modules for contact management, lead management, opportunity management and customer service ticket management. Marketing applications include campaign management, lead segmentation and loyalty management. Businesses can select necessary applications and omit applications they do not need. Other applications include expense reports, license and insurance tracking, sales planning and territory management, cash management and budgeting. Users can access Google app integrations for Drive, Calendar and Tasks, and mobile apps are also available. Pricing is per user per month, billed annually.
Apptivo Software - Sales Stages - Apptivo lets you track your opportunities to close the deals based on your sales stages , also you find reasons in the loss analysis on how some of your opportunities are lost.
Apptivo Software - Sales Funnel - Apptivo lets you view the sales funnel, which depicts how the leads are nurtured and are moved to the next stage of the funnel. The sales team can use this information to focus their efforts and prioritize the leads.
Apptivo Software - Gantt chart - Automate your project schedules with task dependencies, and visualize & change the project schedule from a real-time Gantt chart. Track time against any task to be used for invoicing.
Apptivo Software - Mobile View - Apptivo allows you to access CRM across devices. You can store and manage information across multiple devices, on the go. With google map integration, you can have a look at the maps related to your business processes.
Apptivo Software - Master & List Layout - Master Layout in Orders App allows you to add up the custom fields as per your requirement. They can be created, modified, and customized. List layout allows configuring the desired column set in the list view.
Apptivo Software - Complete 360 View - The 360-degree view tab in Apptivo allows users to view different object that is related to the current item viewed. Now users can view the associated data of the standard ref app and custom ref app in 360-degree tabs.
Apptivo video
Apptivo Software - Sales Stages - Apptivo lets you track your opportunities to close the deals based on your sales stages , also you find reasons in the loss analysis on how some of your opportunities are lost. - thumbnail
Apptivo Software - Sales Funnel - Apptivo lets you view the sales funnel, which depicts how the leads are nurtured and are moved to the next stage of the funnel. The sales team can use this information to focus their efforts and prioritize the leads. - thumbnail
Apptivo Software - Gantt chart - Automate your project schedules with task dependencies, and visualize & change the project schedule from a real-time Gantt chart. Track time against any task to be used for invoicing. - thumbnail
Apptivo Software - Mobile View - Apptivo allows you to access CRM across devices. You can store and manage information across multiple devices, on the go. With google map integration, you can have a look at the maps related to your business processes. - thumbnail
Apptivo Software - Master & List Layout - Master Layout in Orders App allows you to add up the custom fields as per your requirement. They can be created, modified, and customized. List layout allows configuring the desired column set in the list view. - thumbnail

Apptivo pricing

Apptivo has a free version and offers a free trial. Apptivo paid version starts at US$10.00/month.

Starting Price:
US$10.00/month
Free Version:
Yes
Free trial:
Yes

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Apptivo Reviews

Overall rating

4.4
( 686 reviews )
Write a Review!

Feature rating

Value for Money
4.7
Functionality
4.3
Ease of Use
4.2
Customer Support
4.7
5 reviews of 686 View all reviews
Rob
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4
5
Reviewed on 1/5/2018

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

Replied 12/12/2018
Maira
  • Industry: Security & Investigations
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
3
Ease of Use
4
Customer Support
4
4
Reviewed on 16/11/2022

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 Platform

Reasons for Choosing Apptivo

Obsolescence

Reasons for Switching to Apptivo

Price relative to the feature set we required at the given time.
Brandi
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
5
Reviewed on 7/3/2023

Best Customer Service

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

Mike
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
3
Ease of Use
3
Customer Support
4
2
Reviewed on 16/5/2018

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.

Replied 11/10/2018
Richard
  • Industry: Information Technology & Services
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5
5
Reviewed on 14/12/2022

Excellent CRM

Very positive

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
View all reviews

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