Apptivo

Pros

I value tools that are not just efficient but also adaptable. Apptivo CRM has truly impressed me in this regard. As a solopreneur, I understand the need for a CRM that seamlessly integrates with various apps and platforms. Apptivo shines in this aspect. Its integration capabilities allow me to create a tailored tech ecosystem that perfectly suits my unique requirements. One of the key selling points is its ease of use. Just like I advocate for simplicity in coaching and leadership, Apptivo offers an intuitive interface that saves time and ensures a smooth user experience. It's a valuable asset for any solopreneur. What's more, Apptivo effortlessly syncs with the Google product suite, which is a tremendous advantage for someone like me with deep roots in the tech world. It's like a seamless extension of my experience at Google, making my CRM journey that much smoother.The integration with Stripe is a game-changer for managing payments and finances. It's the perfect addition for a solopreneur, allowing me to maintain financial control just as I help sales leaders implement impactful plans and strategies.The customer service is amazing. They respond to chat inquiries immediately.

Cons

Without some understanding of how CRMs work - like objects and APIs - I would imagine that a newbie facing some challenges and needing assistance from customer support.

Alternatives Considered

Reasons for Switching to Apptivo

Pros

Combination of affordability and functions

Cons

There are some auto-fill features that would help avoid duplicate data entry: i.e. business address for multiple employees/contacts.

Pros

good range of features, instant support.

Cons

horrible looking interface. Not pleasant to interact with. Tiny little boxes to enter information. Overall appearance was more like microsoft of 20 years ago.

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!

Pros

This program with all its functionalities helps to manage my company.

Cons

Have to be patient to set it up, but apptivo support is there to help.

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

Reasons for Switching to Apptivo

Pros

Support is always great. Available 24/7 immediately

Cons

Set up is time consuming but important to get structure correct in first instance

Pros

Apptivo is a highly versatile and user-friendly CRM system that offers a comprehensive suite of tools to manage sales, marketing, and customer relationships.

Cons

This review is focused on Apptivo; however, it is worth mentioning that, in comparison, Sendinblue has certain limitations. Sendinblue is primarily an email marketing platform, and its CRM capabilities may not be as robust or feature-rich as Apptivo's.

Pros

The fact that I can add and delete fields and have full control over the attributes of any field. Conversions to the next step is amazing, however, this options needs a few more possibilities.The fact that it integrates with Xero is very good and your staff today gave me possible solutions to sync with more than 1 Xero, which is great.

Cons

It is an online solution and we are dependent on the internet and overseas cables. This makes is sometimes a slow solution. The receiving email functionality is not great and we will continue using Outlook. The sending email functionality is great.

Pros

best crm nice user frindly softwar . very easy to used

Cons

nice and good best softwar in this softwar

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

Reasons for Choosing Apptivo

Reasons for Switching to Apptivo

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.

Alternatives Considered

Reasons for Choosing Apptivo

Reasons for Switching to Apptivo

Pros

The company does everything in their power to personalize your experience for your needs instead of trying to force your needs into their locked system. Very customizable and if they can't do what you need they will do what they can to implement it later.

Cons

A bit slow on page changes, updates, and downloads. They need a more robust system and servers.

Alternatives Considered

Reasons for Choosing Apptivo

Switched From

Reasons for Switching to Apptivo

Pros

Great value for money solution with excellent customer service

Cons

Would be great to have more integrations with software like Clickfunnels.

Pros

So far, the customer support. The person was helpful.

Cons

Not knowing where to find things. I cam in after they were using it and I have to clue how to use it.

Pros

We like to see clearly how our clients are positioned and have access to searches

Cons

Not having an Apptivo manual to work from

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

super good app to watch videos, tv and books.

Cons

sometimes it gives some errors and hangs and it is not possible to support it at the time

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

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

Easy to use features - Sending out invoices - Receiving payments and notifications - Receving Emails and Client feedback - Tracking client info - Reviewing, Updating, and tracking Inventory and Accounts Payables. There are many other features but these we use in general.

Cons

Some errors with Invoices through paypal that require the client to input the info more than once, especially when there is Updates to the program. This has happened on some occasions, but is no longer an issue that we experience.

Pros

Questions are quickly answered by 24/7 customer service. Screen sharing by their help team is effectively used to help resolve the issues. Easy to access and update contacts and share emails. Phone app is seamlessly connected to the web based database. Video library is impressive for teaching the software.

Cons

At this time, I am good with everything. Any improvements I would comment on are probably solved by taking the time for me to watch the training videos on how to correctly use aspects of the program!

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

Highly customisable, excellent customer support

Cons

A little clunky at times, desktop app doesn't have full functionality.

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

I like the ticket management features and that the software comes with amazing online CRM capabilities
It makes lead management easy and also comes with account management features too
It is a great help desk solution and makes customer success easy

Cons

With Apptivo, there has been a smooth transition and no problems.

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.

Pros

Ease of use, sales and contact management in CRN was good.

Cons

Little bit costly and performance is average.

Pros

Ease of use, great customer service. I can access it from anywhere. Very customizable.

Cons

The website can be sluggish. The android app is not ideal.

Pros

it's easy to use and customizable, suitable for any type of business

Cons

I sometimes have small billing errors, but if not, everything's fine.

Pros

Ease of use and when I need help, I get it quickly and thoroughly.

Cons

It has so much we are not using and we probably should be using more

Pros

I really loved the idea of the 360 view.

Cons

It took me a while to really understand the components, but I felt in the end I was entering repetitive information. I could not get the logic chain and while have so many options is great, I would also determine which concepts I needed to get to my end goal.

Pros

marketing tools, customer help the way the people helped me

Cons

configuring all the process i had too many options

Pros

Easy to use, all-in-one system, great, fast support

Cons

It's a little bit slow and the look and feel is old fashioned

Alternatives Considered

Reasons for Switching to Apptivo

Pros

Ease of deployment, export/import of data, record association

Cons

Reporting capabilities - existing reports are tied to fields we do not use. Custom reporting capabilities are limited.

Pros

Thank you [sensitive content hidden] for always resolving my issues! Keep up the good work! KUDOS to you!

Pros

Really helpful and fast responsive chat and support. Always seem to resolve any issues. So glad to have the feature

Cons

Doesn't connect with LinkedInThe sales funnel is convoluted

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

Pros

It streamlines and simplifies the business operations process.

Cons

I adore the features and haven't come across anything I dislike so far.

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.

Pros

You need a CRM! But you don't exactly need one with a price tag like hubspot. Apptivo was able too offer all the features I needed at a price that made sense. The platform is designed to grow with your business and remain affordable while keeping you competitive. Customer service is easily accessible and very friendly. Apptivo is worth the test drive....

Cons

There is a noticeable lack of social media management tools, which may be the only edge something like Hubspot can offer over Apptivo

Pros

Ease of use and customer service. It is very convenient to be in Apptivo and be able to pull up a chat with support real-time, with the ability to attach screenshots, and even have the support representative start a screen share to further investigate issues. If the representative is not able to answer my question, they create a ticket on my behalf for the team to follow up on.

Cons

The inability to report on fields that live in different apps. This was a key feature we had noted when looking at CRMs and the expectation was that this functionality was 6 - 12 months away in Apptivo, however 3+years later it still does not exist.

Pros

Integration with existing business functions was seamless with the help of customer support.

Cons

Sometimes working with API can be tricky using custom fields but once you get the hang of it you'll be fine.

Pros

The "all-in-one" aspect of various business modules makes this more than just a CRM tool.

Cons

Some of the relationships between fields in the various modules do not work as advertised and/or need work-arounds in the configuration

Alternatives Considered

Reasons for Choosing Apptivo

Switched From

Reasons for Switching to Apptivo

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

Teck support and how it customs to your bussiness

Cons

to many variants to set up a trigger, should make it easy, using drag a drop .... the if and that can get confusing ...

Pros

Easy to use, good value for money, flexible

Cons

Estimates App not talking to Opportunities App , i.e. updating information once Estimates App

Pros

Configuring it to work efficiently for intended use

Cons

N/A. We should have utilized training sessions when we first implemented it

Pros

very customisable, easy to use for a beginner

Cons

I dont think there is anything i didn't like

Pros

Apptivo allows for a broad range of customization possibilities, making it an excellent out-of-the box option for companies transitioning to a first CRM system.

While other competitors may have sleeker design, the consistency of page layouts and button placement was a huge plus for our inter-generational team and made it easier to manage the transition to an online software after years of working with excel and google docs.

The settings interface within each app makes it very easy to learn how to customize basic field, views, and list options - meaning that smaller companies can look to train someone from within to work alongside Apptivo, instead of needing to hire an external administrator.

The Apptivo team is always HIGHLY responsive. From the initial demonstration walk throughs to fine tuning system design and troubleshooting problems, I have found their customer service to be excellent. [SENSITIVE CONTENT] and to all the others working behind the scenes to help us at the different stages of our projects, THANK YOU!

Most of all, I appreciate that Apptivo continues to improve on their product. Throughout the nearly 3 years I have worked with them, the system has developed to continously offer more features.

Cons

As with any option in this price category, there are occasional bugs. Reporting them to Apptivo generally results in a very quick fix.

Slow load times - it has improved somewhat, but still pages sometimes lag.

Alternatives Considered

Reasons for Switching to Apptivo