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

127 Reviews of Apptivo

 

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Software Advice Reviews (17)
More Reviews (110)

Showing 1-17 of 17

Alex from Solganick & Co
Specialty: Banking
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Amazing value, Flexible and full of useful features.. They love their clients

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I spent a combined couple of weeks researching for CRM with good features, mailing lists and flexibility for custom fields and tags. Most were $ per user per month for BASIC package. This is hands down the best value for the money with all the functionality they offer. Customer service are quick to respond and extremely helpful. I love this product and the way the company treats its clients!

Pros

Great price, feature rich, customer service is prompt to assist and go out of their way to make sure client is satisfied.

Cons

Would be nice to have better documentation with table of contents and explanation for every feature.. The "Answers" section seems to 'Sort of' do the job

 
 

Clay from Factory Service Co., Inc.
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Outstanding Customer Services!!! Also, especially considering the price point

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

We use Apptivo for CRM for our contact management. It's easy to use, and the recent update is wonderful. I really appreciate the ability to customize everything I want and need, from the fields and look at the workflow for each contact.

Cons

Nothing so far. I have had great interaction with support team. I was satisfied.

 
 

Yasser from [atm]
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Excellent CRM software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Provide RTL support and multilingual portal.

Pros

Easy to use, rich in out-of-the-box features, provide good layout designer, and wide set of API's to extend the platform.

Cons

None that matters to my organization at the moment. However, Arabic (or RTL) support is very limited and for customers whom their business communications and interactions are completely (or mostly) based on Arabic languages this product will not fit.

 
 

Brandon from TA
Specialty: Engineering
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Great support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

So far it does everything we want and the support has been very helpful. The support staff was great!

 
 

flequer from Sustainergy Cooperative
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Customer Service is Outstanding

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The representative from Apttivo was very patient and helpful.
It has only been 2 weeks since I started working with them, but so far, I am very satisfied.
I would recommend Apptivo to other small businesses.

 
 

Ben from Vaccine Connect
Specialty: Healthcare / Medicine
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

New User

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

So far our experience has been great, and we are just learning how to use the product. Customer support has been fast and competent.

 
 

Don from New York Professional Nurses Union
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Adding new user

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The new user was unable to groups, help desk worked with me until we resolved this

 
 

Thomas from Integr8 / ITMC
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

support with google contacts sync

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Very quick - excellent chat support. spot on!
I'm just starting to explore apptivo. Cannot comment much more.

 
 

David from Business Best
Specialty: Distribution
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2017

January 2017

Great Support

Ease-of-use

Functionality

Product Quality

Customer Support

The support team is responsive and always available, ready to offer solutions.

 
 

James from MSP Remote
Specialty: Software / IT

September 2016

September 2016

Good Starting CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Pat from Bizapps Consulting Services, Inc.
Specialty: Consulting

September 2016

September 2016

Best bang for the buck

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Eric from Capacity Consulting Inc.
Specialty: Consulting

August 2016

August 2016

Best for competitive sales team

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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!

 
 

Teresa from K2 Kinetics
Specialty: Engineering

August 2016

August 2016

Great Support!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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!

 
 

Bill from Simulation Studios
Specialty: Software / IT

July 2016

July 2016

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Curtis from Focus Home improvements
Specialty: Other services

March 2015

March 2015

Excellent Product, Excellent Support.

Ease-of-use

Functionality

Product Quality

Customer Support

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!

 
 

Tamer from FiberME Communications LLC
Specialty: Telecommunications

March 2015

March 2015

feed back after using it for 3 years

Ease-of-use

Functionality

Product Quality

Customer Support
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.

 
 

Sina from Sina Advisory Group
Specialty: Consulting

March 2015

March 2015

A perfect tool to manage your business.

Ease-of-use

Functionality

Product Quality

Customer Support

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.

 
 
 
Showing 1-20 of 110

Mike from Vets2PM
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

On day 2 of my 30 day trial and customer service has been fantastic and immediate.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The UI/UX very intuitive and FAQs are very detailed. Customer Service has been extremely helpful in my immediate questions and have no doubt that will continue. Product is also very customizable as we only wanted the CRM functionality not leads/opportunities.

Cons

Haven't noticed any issues yet except a slight cacheing issue with some of the fields in palette. Other thing is lack of customizable reports.

Source: Capterra
 

Ashton from The Earth Foods Company
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

The interface, functionality and configurability of Apptivo CRM is superb.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Quick setup, compartmentalized functionality so we can add features as we go along, and of course the ability to track our contacts, customers, and sales. This makes it not just a CRM system, but also an invoice and accounting system and reporting tool. At its price point, its features and full support, it is hard to beat.

Pros

The heuristics of the interface provides the user with an natural environment to learn and work within. It's configurability is superb and it's modular functionality provides the right amount of compartmentalization that allows the user to focus on just the features the need. This enhances navigation and the user's learning curve. On top of all this, Apptivo provides top notch support, even through the trial phases of their product. Their support representatives are online 24/7, and in one instance, Mani provided me an upgrade and customization for my particular application. With such competent and helpful free product support, I have total confidence in our companies ability to roll out a great implementation of CRM. All of the features we desire are available on a mobile platform, so we really couldn't ask for much more.

Cons

A few minor quibbles, none functionally inhibiting. In creating views the product automatically alphabetized them and I would have preferred to display them in a custom order. Between Apps, which are really views, their is not a 2-way synchronization of fields, only a one-way push is offered. The product keeps a history of all changes, so we have yet to notice weeknesses in how user accounts are handled.

Source: Capterra
 

Alex from Building Services Direct Ltd

April 2017

April 2017

Excellent Customer Support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I had a really annoying issue that had me frustrated all morning about importing a product list. The advisor gave me a method that nearly fixed my issue completely and on second attempt they took over fixed the issue in minutes and explained to me what to do next time. Very high level of customer service.

Pros

Easy to setup, easy to use and amazing customer support

Cons

Not a comprehensive solution for what we were looking for in terms of having marketing features but has absolutely everything else we could need in a great user interface thats easy to understand

Advice to Others

No real marketing features but if you have been banging your head against the wall trying to find a CRM that lets you keep everything in one place then this is your best bet

Source: Capterra
 

Jay from Orbit Visualization

April 2017

April 2017

Multiple Business Functionality

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

With the assistance of Mani on the help desk, I was able to successfully integrate my two businesses into the app. Overall the Apptivo meets all of my needs as well as that of my employees and consultants.

Source: Capterra
 

Cathy from elite Business Guide
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

This is what Businesses NEED

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Customized Apps is perfect for a business of all types. Not only am I currently learning everything this product can do I will be personally telling other business owners how great this is! We are in the set up process and already using it - this is GREATNESS!

Source: Capterra
 

Wells from Wells Wong Consulting
Number of employees: 1 employee Employees number: 1 employee

April 2017

April 2017

Great first experience!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've only recently been introduced to Apptivo. Ran into some questions while using the CRM and Karthi the online customer support was very helpful, quick and polite.

Pros

Easy to use and comprehensive at affordable price.

Cons

Sometimes it's not very touchscreen friendly; this could be a combination of hardware and software issue.

Source: Capterra
 

Abbas from Forex Sytem

March 2017

March 2017

Powerfull apps for all type of business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

all the apps need for businesses in one place , easy to use . Very good support from the apps ypu cna reach

Source: Capterra
 

Dave from NetDiligence

March 2017

March 2017

Early-stage configuration and use; going well

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our early efforts to configure Apptivo for our organization are going well. Have offered four stars for Ease/Features only for the time being, since we are still on the learning curve. Have been generally very pleased so far.

Source: Capterra
 

Vyona from Change Connect Inc.

March 2017

March 2017

Great customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Customer/technical service representative was very helpful. Staff was able to help with to bulk delete incorrect data for us.

Source: Capterra
 

Stephen from Xtreme Racing & Entertainment
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Review of Apptivo Support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I'm very happy with Apptivo support. I tend to work at any and all hours of the day and night. Apptivo support is always there. The problem I have usually turns out to be something simple. So it's great not to have to wait for the next day or the upcoming work week to get an answer. Support usually comes on within moments of my chat request.

Source: Capterra
 

Marisela

November 2016

November 2016

Customer Support is very Responsive

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our business started Apptivo when we were quite small, and there were several issues with the program when we first began using them. The support at Apptivo is awesome, every time that we have a difficulty using any of the programs feature, they have gotten back to us within hours or sometimes days. The recent issue with using their Ledger App took a bit longer to resolve but we enthusiastically appreciate their dedication to resolving the issues, and how thoroughly they did resolve it.

The features we use most often include: Emailing Invoices and Estimates, keeping track of our Finances with their Ledger App, and keeping track of correspondence with Clients. There are some many other features to the program including tracking Inventory, tracking Accounts with Suppliers, and creating Projects with clients/collaborations with other professionals just to name a few.

I will continue to use and support the Apptivo program. They continue to grow and offer more features, clearer and efficient options for tracking the growth of our business as it continues to grow!

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.

Advice to Others

Yes, great program for all your CRM needs.

Source: GetApp
 

Eric from EH Solution Services, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Great results

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It has streamlined all of my business dealings. If I need help I can chat to support and have my answer in a few minutes. Excellent

Pros

Easy to use

Cons

Not working on my tablet anymore.

Advice to Others

Being able to link my paypal card swiper rather than the email link.

Source: Capterra
 

Teresa from K2 Kinetics

November 2016

November 2016

Apptivo online feedback (Help)

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Every time I got stuck on an issue, the feedback help has emailed me within 15 minutes or less and we did a screen share and they have fixed all the issues I have had!! Great customer service!!

Source: Capterra
 

Tom from Emerald Sales
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2016

September 2016

Great Customer Support Converted Me Into a Client

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

After downloading the Apptivo software, I imported my Customer List via a .csv file. All went quite easily. A few pull-down menus to get my fields in proper order, and the import of 600+ customers came in seamlessly. I had a few questions for Support, and they were VERY helpful. Great Support has inssured that I will be a client of Apptivo for a long time.

Pros

Ease of use, mobile phone app., and price.

Cons

an on-line manual would be helpful.

Source: Capterra
 

Sean from Obear Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2016

July 2016

Apptivo is great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

As far as overall tracking of your business, I would say Apptivo is that way to go. You can track potential sales, vendors, customers; and is customization is easy.

Pros

I don't even know where to start. So much integration. It's pretty sweet.

Cons

I think the project management portion could be more robust.

Advice to Others

free for 3 users. Advanced access free for 30 days. Never try never know.

Source: Capterra
 

JULES from MAGZ MEDIA
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

APPTIVO THE BEST CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I HAVE TRY MANY CRM IN THE PAST INCLUDE APPTIVO AND I CHOOSE APPTIVO FOR THE PROF-HEL AND THE QUALITY OF IS APPS

Pros

IS COMPLETE WITH ALL APP (50)

Cons

NOT IN FRENCH

Advice to Others

POSSIBILITY TO CONFIG WEEK START ON MONDAY AND 24 HRS TIME SET NO AM OR PM FOR FRENCHE SPEAKING

Source: Capterra
 

Tina from Embracing AGe
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

Very patient support team!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I had a few problems syncing the google contacts but the support team were brilliant sorting it out for me.

Pros

It's easy to get your head around and it's great that it enables you to share google contacts.

Cons

Only using the free version at the moment which has limited customization, but then again it is free!

Source: Capterra
 

K from vivahomes

June 2016

June 2016

Love apptivo

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

we road tested over 10 CRM software programs. Apptivo won. they're all time consuming to set up and take time to learn. we only use it basically but are now just wanting to get more out of it. compared with other programs, the cost is incredible for what you get. The service was one of the things that stood out, 24hrs a day we get online help and feel like we're not alone. Other programs couldn't even help us in the sales process so we thought after sales service would be rubbish with them. Love apptivo. Would I look at other programs like infusionsoft in the future... possibly and only if apptivo stopped improving their program. But every time i think i want something.... apptivo give it to me. would i want to change some things in it... yeah for sure, but for the price, it's awesome thank you!

Source: Capterra
 

Olin from iOn Imagine Media

April 2016

April 2016

Most Robust CRM for a Modest price

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I can't say enough great things about this app. It has everything I need and more. The customer service is excellent as well. All around solid product. Highly recommend it.

Source: Capterra
 

Gary from Kirby Supply

February 2016

February 2016

So far so good - very customization and easy to use - just getting started and well on the way

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Pros:

Easy to navigate, nice interface, easy customization once you learn where the customization takes place, absolutely excellent customer support, readily available to answer all questions whether by phone or on line chat. It is 12:13 AM and I am just really digging in and Karthi has been with me via chat answering all my questions as I go. In less than one hour I have fully customized the customer interface to match exactly what we are seeking and have learned to quickly export data into Excel for use as desired for our production meetings. I know there is much more to experience and use in Apptivo, but am off to an excellent start. I have tried Zoho and others, but the support and ease with Apptivo is thus far unparalleled. I have stopped my CRM search and now on to implementation sooner than expected. Thanks!

Source: Capterra