Apptivo Software

Useful sales management tool

Pros

The best thing about Apptivo CRM is an integration with email boxes. You can customize it in relation to your company’s needs and the team’s preferences. Moreover, it has assigning codes for mail sending. Another benefit of the Apptivo CRM is an availability of detail views from everywhere. Moreover, it is great that all projects, tasks, notes can be associated with a contact of the company. Against all odds, we definitely recommend you to try Apptivo CRM for your business issues. It is a great storage for all important business information and a big helper in communication with clients. Moreover, due to its integration with emails, working process becomes much simpler.

Cons

Unfortunately, there are few obvious minuses of Apptivo CRM software. Despite various improvement and general development, service’s interface has areas that are unattractive and buggy. What is more, all dashboards, reporting and the customization itself should be improved. In addition, there some cases with software’s speed. It takes Apptivo a long time to integrate changes that have been requested by clients or improvements in general.

Apptivo - Platform as a Service in spades!

I've worked with Salesforce for many years - Apptivo has an object-oriented design that is extremely robust. the customer support is superior - on-line chats are available, quick, and the support team is very knowledgeable.

Pros

It is logical-easy to use. Magnificent personalization capabilities with true drag and drop - consistency in the UI allows tremendous flexibility.

Cons

Because it is so flexible it is possible to modify it in ways that are confusing - Caution when changing standard Apptivo fields!

Apptivo, Your're great!

Pros

This CRM is easy to use and to learn. The Chat feature and technical staff due an outstanding job of supporting you when getting started and for doing custom items. We tried another CRM system that is well know in the market and left them after one year. Apptivo helped us to convert our data over to them and have helped us every step along the way. I can't say enough good about them.

Cons

I would like more training videos to watch vs reading how to do something. The estimating section is a little harder to use then the rest of the sections.

Nice features. Great support

They have been a dependable partner for over two years now. Never had any downtime and it works as advertised.

Pros

The support is great. I can get to an active chat and they answer my questions instantly. The feature set covers most of what I need and the pricing is great. A great value when you compare it to Salesforce.

Cons

The features are not as extent as Salesforce but you can't beat the pricing for a small business.

Great CRM for the price

Pros

Apptivo offers all the features you need to run your business. The price is excellent compared with Sales Force.

Cons

Although there are many app integrations available, there are still a lot fewer than other CRMs for now.

Support can be 'hit or miss', but I found a Gem!

Pros

I love Apptivo as a platform, but largely found the support lacking. However, I've just found rep to be the most helpful and thoughtful support agent yet. Some old tickets and a new one, all concluded in one session. Can't rate this guy highly enough!

Cons

As I say, from time to time the support can be 'hit or miss', however this #apptivo guy worth the wait!

Apptivo is a great value.

I replaced ACT with Apptivo. Apptivo does so much more. The cost is lower so I have been able to give licenses to more users. The change has been good for us.

Pros

I like the large variety of applications the software is able to do.

Cons

As with any new software, learning takes time.

It literally saved my hours and hours of precious time!

Pros

It helps to manage customer relationship, campaigns, billing, and invoices. This is helpful to manage payment and tax department very smoothly which is important for any business. It further helps to organize the calendar for all business activities and keep a record of all the important contact details. Document management is another key feature. All the important documents related to the business can be kept safely in a virtual location. It caters to widespread businesses like the travel industry, retail, and wholesale industry etc.. All important activities of a business can be interlinked with the help of this application. We can enhance our productivity with this effective management application.

Cons

When we started, our time zones were just IST and when employees from another part of the world started to sign up to the CRM, we faced a lot of problems to set autoresponders at the correct time. The time and date format don't change according to the location.

Customization is amazing

Pros

I love that we can customize forms and everything how we want. Everything has worked great and easy to use and teach employees. What we love the most is the android feature where we can find nearby customers in whatever area we are out in.

Cons

Customer service sometimes does not understand fully what you are trying to say but they eventually do and resolve your issues

It's a good start

Pros

It could handle everything that I threw at it.

Cons

I did not like the user interface. For me that was a big drawback, but I am sure it will be no big deal for others to overcome.

Very awesome CRM!

Pros

You guy do a great job, I love the quick reply to any question also the help I get from you is so good and easy to follow up, thanks and God bless you!

Cons

Everything is good so far far, thanks for the effort you put in to it every day.

Apptivo is Awesome

Overall, I love the product now that I have learned to use it. I just wish that it were more user friendly in the beginning and that the customer service were more helpful when I want to learn something new. I have been hindered in learning how to use other apps within Apptivo because I don't want to go through the hassle of dealing with customer support.

Pros

Apptivo provides an excellent CRM for us to schedule emails and send a personalized email to several people at the same time. We schedule meeting reminder emails and workshop reminder emails all through Apptivo.

Cons

Customer support is lacking and the software is not very intuitive. It seems as though customer support is outsourced and that the CSR's don't know the product very well. Apptivo does not have a lot of instructional videos on Youtube and their written support is hard to locate.

At Last a CRM That Works!

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.

Customer management can be made better by using Apptivo.

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.

Robust and flexible customer relationship management tool.

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.

Tech support was great!!!

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

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

Extremely good.

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.

Great program especially for service companies

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

Super affordable, I appreciate how robust it is regarding customizations

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.