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Apptivo software

278 reviews(4.5/5)
278 reviews(4.5/5)

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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8 , Windows 10

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278 Reviews of Apptivo

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  • Verified Reviewer

    Number of employees: 2-10 employees

    August 2018

    At Last a CRM That Works!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Exceptional.

    Pros

    There are several things to like. The ability to do what you want rather than change your organisation to fit is a wonderful option. The ability to automate all steps is extremely solid. The online support is exceptional.

    Cons

    Calendar syncing doesn't support recurring appointments. But, you can turn the calendar off, so it doesn't matter much at all.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Ravi from Biocon

    Number of employees: 5,001-10,000 employees

    August 2018

    Customer management can be made better by using Apptivo.

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

    All the features come at a specific fixed price. This application can be especially favorable to startups. Contact information, emails etc are arranged in a very neat order and can be easily used without any trouble. The support team at Apptivo is very helpful. They try to solve every issue put forward as quickly as possible. The application also shows efficiency in tracking clients and also deals with payments effectively. Since it is cloud-based, it can be accessed from anywhere.

    Cons

    The customization options are minimal. Also, there is trouble caused by bugs, due to which the software slows down in the long run. Many times, there is a need to add information on the existing data more than once, as it failed to get saved initially.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp

  • Adith from Bajaj Finserv

    Number of employees: 10,000+ employees

    August 2018

    Robust and flexible customer relationship management tool.

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

    You get detailed views of all the call logs, task lists, and projects. You can keep all the emails related to a specific project at one place. Strong contact management system is ensured. Customer care is very responsive and available all round the clock. The modular functionality of the application helps in concentrating only on the needed functions. The integrations have improved the functionality of the application. Provides robust reporting features, you can export data to excel with ease. One of the best features is that you can disable the applications to minimize information overload. The interface and layout are very user-friendly and allows easy navigation. Superb analytical tools provided and help in improving your rankings.

    Cons

    The Graphical user interface looks quite outdated. The invoicing feature is very basic. The application is quite pricey.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp

  • Eric from Global Client Services

    Specialty: Real Estate

    Number of employees: 2-10 employees

    August 2018

    Tech support was great!!!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I had a little problem importing some contacts, and made some mistakes that made the problem worse. So I messaged Tech Support and Rep responded immediately and unraveled the mess I created, but didn't stop there. He went on to import and map my contacts like they were supposed to be. I'm so happy :-)

    Pros

    I am just starting to dive into the product, today is my first day. I haven't had a chance to do anything yet, but will update when I do.

    Cons

    None so far, my only issue was user error, can't blame Apptivo for that, but they did spend the time to help me fix it.

    This review was submitted organically. No incentive was offered
    Review Source
  • Verified Reviewer

    Number of employees: 11-50 employees

    July 2018

    This has been such a great site to use for us to record customers and make sure to follow up

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

    Love how they have the follow up option, I depend on this on when to follow up with my customers
    It is easy to use and get data about the type of clients we have

    Cons

    I wish it was easier to link so we could have sales, manually updating that is a pain, also wish that it had more options on types of customers we can put them under

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Doug DeSantis from Furniture

    Specialty: Manufacturing

    Number of employees: 11-50 employees

    July 2018

    Extremely good.

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

    Rich feature set and flexibility. Would be helpful if I could create my own tables and forms as I can in Dynamics 365 or Zoho but Apptivo has a much stronger sync to Xero so that helped make it the choice for my comfortable

    Also, outstanding support. Chat is there at all times and quickly and helpfully determine just what I need to do.

    Cons

    poor integration with Outlook Desktop

    Would like to create my and tables and forms to extend Apptivo to specific needs of my business but I can manage with the features already in Apptivo.

    This review was submitted organically. No incentive was offered
    Review Source

  • jose from Vepica C.A

    June 2018

    Great program especially for service companies

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    You can control large amount of specific product information

    Pros

    It is very useful to take control of great information within an organization, control specific products and predetermined

    Cons

    Apptivo Work Orders is a software that becomes a bit complex when establishing important roles, it is not very specific for billing

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    June 2018

    Super affordable, I appreciate how robust it is regarding customizations

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This CRM really streamlined how we collected and reported data for expense reports.

    Pros

    Capturing information is very straight forward, and laid out in an intuitive format. Learning curve is very easy! Our team is adopting this tool.

    Cons

    At the beginning, it seemed very buggy, but they've made great improvements. Honestly, the toughest thing was getting people to change their ways, but customer support was integral to this process.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Danielle from The Minion Queen

    June 2018

    Apptivo is simple to get started with!

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

    Apptivo was a great helpdesk solution when my team was looking for new helpdesk software. very easy to get started with.

    Cons

    As our team grew and was in multiple customer locations often this software had a hard time keeping up.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Vernessa from Blog Posts, Long-Form Articles, Short Reports, Case Studies

    June 2018

    Apptivo is All-Inclusive, Modern ERP Cloud App Done Right (Just Add Speed and GUI Refresh)

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I was using Teamwork (formerly Teamwork PM) for project management, a local install of vTiger CRM for contacts and opportunity management, and myriad other cloud-based apps to pull together administrative activities. I wanted an all-inclusive software with strong project management features that also allowed me to handle detailed invoicing and allowed customers to click a link to pay. Lastly, the CRM component had to be at least as good as vTiger (or Zoho CRM which I'd also given a trial run). Apptivo satisfied these needs. Pleased with the CRM, opportunity management, project management, field service management, and billing apps (especially since they've added Stripe as a payment gateway).

    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).

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Luis from Luis K MS, INC

    June 2018

    Good project tracker

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

    I like that it's simple enough to set up and tailor to my business' needs. I don't use it myself, but mobile app is convenient should you need to use it.

    Cons

    It does appear to be a little slower., and there are glitches sometimes that don't allow it to function smoothly.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Eduardo from Universidad Bolivariana de Venezuela

    June 2018

    The ability to integrate in a single application or program the different sections

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    You have a clear vision of all the processes in a company ready to be analyzed

    Pros

    The application offers complete view of the client and project from the start to the delivery and collection stages. Also alerts and personalizes reports. I really like the option to install a version of the application for mobile devices

    Cons

    At the beginning of the implementation phase, effectiveness may decrease if there is resistance to sharing information among commercial units or departments, this depends on the skill and ability of the work force, it also implies education and training, even though this tool is very easy to use and very intiutive for the team work so it can be less this training time

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Cynthia from Voolkia Software & Services (Staffing IT S.A.)

    Number of employees: 201-500 employees

    June 2018

    Usefull for start ups

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

    It is affordable for all business. You have access to a 24 hours support. It has a great mobile app from where you can control everything. It can be related with OneDrive.

    Cons

    The interface sometimes gets stuck and it takes a little time to come back. It doesn't have a initial tutorial to learn how to use all the features.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Mike from Essential Experience Workshop

    May 2018

    I am rating this at a very early stage. The support folks and the sales team have been wonderful.

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

    It has many powerful features, some of which we hope to use. The support and sales team have been very helpful getting us started.

    Cons

    It has many powerful features, lol. I need more focus and concentration on what we are building. We have an organization and are in the early stages of development of Apptivo. Will look to offer more comprehensive feedback at a later time.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

  • Mike from Process Instrument Sales Ltd

    May 2018

    Good but so much opportunity to be so much better

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Claudia from Instituto de Neurología y Neurocirugía

    Number of employees: 1,001-5,000 employees

    May 2018

    Very usefull, great customer support, complete suite of apps, ticketing, knowledge base CRM and more

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Great software to track many aspects of your business and work easier, having a good interaction with employees and customers

    Pros

    There are a lot of applications integrated together, you can control the access you want your customers to have
    You can create tickets, design workflows, you can communicate with customers, you can access from any device, you can control the acces level for your employees and also the security roles to your contacts.
    24/7 online support chat

    Cons

    I dont have any issues with this software, I am very happy with the way it works and its easy to use

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Craig from Acentric

    Number of employees: 2-10 employees

    May 2018

    All-in-one ERP - broad coverage at a reasonable price

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    All-in-one business software, good support and value for the money.

    Pros

    An extremely broad range of applications. Apptivo beats most competitors in this respect; it really is an 'all-in-one' ERP in fact - not just a CRM. At the same time Apptivo is excellent value for the money. The 'in-app' live chat support is especially helpful, as you can deal with issues as they occur. The pricing is per user, broadening the base of potential organizations who will find Apptivo appealing from the outset, and scaling as the organization grows larger.

    Cons

    Being a 'jack of all trades', Apptivo cannot be expected to excel in every area. Some features - such as the two Wordpress plugins - seem neglected and are seldom updated or promoted. Given the popularity of WP it seems to be a missed opportunity to expand into the help desk market. Another example would be the customer portal, it seems a bit awkward. The customer must sign-up through Xinnect and then Apptivo as well to access their portal, even though Apptivo might not be relevant to them. It is also difficult to control exactly what clients will see, and they are shown a lot of irrelevant fields, even though there is a rudimentary role assignment mechanism. Combining this with cases (tickets) and answers (knowledge-base) should in theory provide an alternative to a help desk, but it is a long way round.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

  • Nachiket from Big Tree Lifestyle

    May 2018

    Great software!

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

    Possibility to tailor it to a specific Business, the functionality, Ease to Use, Layout, various search functions

    Cons

    Would be good to have ability to customize own reports, more robust user authentification and slightly lesser cost.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    May 2018

    Good Software for tracking progress, But I hope we shall work to make it better

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I feel there is some value for the money spent to acquire the software.

    Pros

    The fact that i can modify the CRM to my requirements to give me more alternatives on how to capture information makes this software so useful

    Cons

    Many at times I found the software more than slow when especially when dealing directly to my clients

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    May 2018

    Organized and Simple

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Nice help desk tool

    Pros

    I like how the help desk helped my company collaborate and give support to my customers, which I had not utilized before.

    Cons

    I used the free version to test it out, and I should have gave it more time, but I ended up deciding to not use it.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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