Apptivo Reviews

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!

Alternatives Considered

Zoho CRM, Salesforce Sales Cloud, SugarCRM and HubSpot CRM

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.

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.

Alternatives Considered

Zoho CRM, Freshsales, Salesforce Sales Cloud and HubSpot Sales Hub

Reasons for Choosing Apptivo

Needed a more feature rich application

Switched From

Microsoft Excel

Reasons 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.

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

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

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

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

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 CRM

Reasons 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.

Switched From

HubSpot Marketing Hub, Dynamics 365, Salesforce Sales Cloud, SalesNOW and HubSpot CRM

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.

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.

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.com

Reasons for Switching to Apptivo

I was going to leave, because I need Zoom support, but I got the support I needed so I stayed

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

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

Assistance in correcting my import error most helpful

Cons

email interface may be an issue for using program

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

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

monday.com, ClickUp, Adobe Workfront and Asana

Reasons for Choosing Apptivo

Apptivo just has so much more to offer.

Switched From

Tigerpaw Software

Reasons 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.

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 Cloud

Reasons 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.

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

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.

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.

Alternatives Considered

Pipedrive, Salesforce Sales Cloud and monday.com

Switched From

Salesforce Sales Cloud

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.

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

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 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

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

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.