Apptivo Software


 

Apptivo is an integrated Web-based suite of over 50 modules (called “Apps”) designed to help small businesses manage a wide range of functions, including financials, human resources and supply chain management.

Apptivo’s CRM Apps are at the platform’s core, with modules for contact management, lead management, opportunity management and customer service ticket management. Marketing Apps include campaign management, lead segmentation and loyalty management.

Apptivo’s “App” model enables businesses to implement only the modules they need. This helps users avoid getting bogged down by the breadth of functionality, and gives small businesses flexibility to add new functionality as they grow and improve their understanding of their needs.

Apptivo’s free edition offers access to over 40 “standard Apps” for three users, including all of the CRM and marketing Apps listed above. Premium editions grant access to additional “premium Apps,” as well as mobile CRM Apps, email integration and role-based access control.

 

Apptivo - Agenda
 
  • Apptivo - Agenda
    Agenda
  • Apptivo - Customer 360 View
    Customer 360 View
  • Apptivo - Customer News Feed
    Customer News Feed
  • Apptivo - Lead Email Templates
    Lead Email Templates
  • Apptivo - Opportunity Sales Funnel
    Opportunity Sales Funnel
  • Apptivo - Performance Dashboard
    Performance Dashboard
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

8 Reviews of Apptivo

Showing 1-8 of 8

 

from MSP Remote
Specialty: Software / IT
Number of employees: 1 employee Employees number: 1 employee

Good Starting CRM

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Likes Best

The functionality of it is amazing and for a startup business the cost is low. I haven't found a CRM that is better for the price. Don't get me wrong different businesses have different needs but for IT consulting it fits all of my needs. Also support is amazing.

Likes Least

Haven't really found any dislikes at the moment besides I would like to see an integration with Quick Books.

Recommendations

Give the trial a try and see if it fits your needs.

 
 

from Bizapps Consulting Services, Inc.
Specialty: Consulting
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Best bang for the buck

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Likes Best

Ease of use - the product is very easy to use. They have a number of applications ( Estimates , Invoices) that integrate with CRM and makes our lives easier. And there is no additional cost to use the additional applications. The customer services people were very helpful and scheduled multiple demos for us.

Likes Least

Nothing really. I am very happy with my decision to go with Apptivo.

Recommendations

They offer a free trial for 30 days. They will help you with setup and conversion if you sign up for the annual plan.. you have to ask for it.

 
 

from Capacity Consulting Inc.
Specialty: Consulting
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Best for competitive sales team

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Likes Best

We bought and tested a dozen CRM's to find one that 1. Allowed all sales people to see each others performance and deals. 2. Was SUPER intuitive to use both on desk top and mobile. 3. Was reasonably priced. Apptivo beat all the others. The only one that even came close was ZOHO. IT was free but the reporting, even in the paid version, was just terrible both in content and user experience.

Likes Least

The only improvements I would make is to allow sales goals that are units vs. $$ and allowing input of multi-month Opportunities.

Recommendations

Check them all out by buying and using them! But this one is pretty amazing!

 
 

from K2 Kinetics
Specialty: Engineering
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Great Support!

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Likes Best

Customer support team is simply very professional and always supporting the best they can. Also, the cost is perfect for a start up and emerging enterprise.

Likes Least

Not much. I am pleased with Apptivo and its functionalities.

Recommendations

Try a free trial version of the product and go for it!

 
 

from Simulation Studios
Specialty: Software / IT
Number of employees: 501 to 1,000 employees Employees number: 501 to 1,000 employees

Very Well Done CRM- Flexibility, Power, Simplicity, and Support

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Likes Best

Highly flexible yet powerful solution. Support and assistance is stelar. This is the most balanced CRM package we could find and we looked at all of them. Very well done all around. The balance of power, features, simplicity, support and cost pretty much made all other solutions seem weak. The challenge of CRMs is to find the right balance. Apptivo achieved this very nicely.

Likes Least

Like all CRM, there's a learning curve. They're all like this. That being said, we found Apptivo to be the easiest to build into which reduced the initial learning curve quite a bit.

Recommendations

Evaluate your CRM based on support, simplicity, flexibility, support, and customization. We also found the price point of Apptivo to be a great value.

 
 

from Focus Home improvements
Specialty: Other services
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Excellent Product, Excellent Support.

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Likes Best

I like the fantastic support, customizable forms, and employment management. These features are really well put together. On the topic of customizable forms I'll just add that you can create a form that is as extensive (or simplistic) as you need. The search function for forms is fantastically easy and advanced search gives you the option to search for any data in any specific form you have which is really really good.

Likes Least

There are a couple changes needed for me to rate this 10 out of 10. I love this software, but until the following issues are fixed, we will continue to have a few frustrations with using it:
-You should be able to sort every column A-Z (or by date oldest to youngest) and vice-versa not just "Standard attributes."
-Again around filtering, if you create an input box for a date, not using the 1 standard attribute "Date Completed" Lets give the example of using a new field you create called "Sales Presentation Date". You can't sort the data by a range of dates. You can only do this for the 1 standard attribute field "Date Completed". We have several date fields that we NEED to be able to filter the range with (e.g. to find out how many sales visits a salesman has been on during a specific month), but we cannot do this because we cannot sort or filter by date range.
-Lastly the inability to PRINT directly from Apptivo is just frustrating. You have to export it to Excel (which should be a separate button and not part of a drop down menu) and then print.

Recommendations

You can customize this software to do almost anything. It doesn't have calculation functionality yet so that is about the limit. The only other thing you'll have to consider at the moment is if you are doing a lot of date ranges searches, then you'll have to make sure you have a workaround before going ahead. Besides that, we love using it! And it's stupid cheap! Give it a try, you wont be disappointed!

 
 

from FiberME Communications LLC
Specialty: Telecommunications
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

feed back after using it for 3 years

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N/A

Likes Best

It's very easy to use with a very friendly web interface. It's easy to setup
also. It's very easy to create PO to my vendors.

Likes Least

The tax was not applied to PO, but now it's ok. The main problem is that I cannot open in a new windows or new tab.

Recommendations

You have to care about how easy it is to use and how it gives you a quick response. Also, the customer management and integration with Google is a very important point.

 
 

from Sina Advisory Group
Specialty: Consulting
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

A perfect tool to manage your business.

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Likes Best

Apptivo software is a great tool to manage your CRM, follow ups, work orders, invoices and product managements. It's a combination of a few programs under one easy, intuitive and user-friendly system. With Apptivo, you don't need four or five different programs to manage your business.

Likes Least

I haven't found anything that I don't like about Apptivo.

Recommendations

I would recommend to others to take time and explore the possibilities with software like Apptivo.

 
 
 
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