Apptivo Software

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).

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.

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

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.

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.

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.

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

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.

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.

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

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.

Full-featured project management tool

Pros

Actually I like almost everything. The set of features seems to be quite balanced, it integrates natively with right tools - tools we use.

Cons

I couldn't persuade our team members to switch from our current solution. They pointed out tthat Apptivo projects is a bit overkill for us now. Hope one day we will grow up to this solution.

CRM System is very useful to Support a systematice sales process.

Pros

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

Cons

- Opportunities section could be enhanced by beding able to create reports for a specific product. for example:
-Performance Report, Pipeline by Stage, Sales Funnel, 12 months Pipeline etc. not only for "All opportunies, but also for specified and pre-defined products

Pros

good drag and drop capability, easy to navigate, good integration with additional modules. Very affordable

Cons

No major issues; would be good to have ability to customize own reports, more robust user authentification

I have an affordable CRM where I can track my customers key details and most importantly I can invoice them and track their payments. Gives me a lotntrol over my customer base.

Pros

The quality of its invoicing package. So easy to setup chargeable items and the professional looking output is amazing.

Cons

Clunky to input customer and contact details. Need to enter both on different screens and then go back and link them.

Being able to see any project at any given status at any time.

Pros

Being able to put numerous fields to retain all project information in several different formats. Ease of reporting by exporting data to excel and going from there. You only have to use what you need. Disabling certain apps prevents you and users with too much information. Great selection of apps to customize for each business. Really enjoy the product!

Cons

Invoicing is very basic. Not able to use it if you bill hourly. Not enough 1:1 support for highly complex project system setups. Need more reps to have access to custom care. Had pitfalls in reporting, but were addressed fairly quickly, but set us back as a company. Needing to double check items saved in the project you just updated, some data doesn't get saved on the first try. Not being made aware of when enhancements are made and what new features now exist. Reporting on specific users projects - needs ability to set priority is assigned roles and see those rankings constantly.

I have a CRM that is easy to use

Pros

The ala carte menu is outstanding. The fact that I can talk to customer service and have someone thoroughly explain things to me Hands-On so to speak, is exceptional

Cons

I haven't figured that out but when I do I'll let you know. I were forced to come up with something, which it looks like I am, I wish you were easier to use my Square payment service and have it integrated into my apptivo CRM.

Pros

on stop shop ERP for all your business needs, tech support are good and fast responding.
it even let you build your own module

Cons

site slow on most platforms, invoicing missing few functions, like reactivating stopped recurring invoices.

Ability for team members to manage customers and produce estimates, both in the office and on the go.

Pros

Estimates and Customer data logging is great. I use estimates the most, great tool for cloud based service.

Cons

Wish there was more functionality with team calendar and ability to track contract due dates and reminders.

Pros

I like that we can convert from estimates to invoices, it saves dual entry which for a salesperson is key. I am able to create these estimates very quickly and turnaround time is crucial for my customers.

Cons

I think it would be nice is apptivo made updates and releases/improvements to the software regularly and informed the users of this via a monthly email or newsletter. It is easy to get stuck in a rut of doing the same things in the system and I may not be getting all the functionality that the software has to offer.