Apptivo Software

The good organization of the management of my eMails and the relations with the customers, on the other hand, the ease of searching eMails.

Pros

The service quality of the Apptivo team was excellent. I was accompanied until the complete resolution of the parameterization problems. The quality of the relationship was excellent.
The CRM software is one of the best suited to customer relationship management needs. It is, complete, simple and accessible. I am very satisfied.

Cons

The assignment of eMails to contacts and customers, as well as the management of leads. It's very simple and it's very flexible. On the other hand, it works well in impa with Google Apps.

Pros

Concept of having all parts of the system connect is nice, but unfortunately it creates more headaches than it's worth.

Cons

It's super glitchy. There are more bugs in this system than I ever seen. I also don't think the engineers who built this have ever worked with an actual business. There were simple things that would never fly in a serious business. For example, the reports it generates are discounted by a factor of probability of closing a sale, and cannot be adjusted. So reports don't reflect actual values of the sales pipeline. Over 1 year, I spent way too much time reporting issues hat were often met with "thank you for your recommendation, we will submit a request to engineering for this improvement". Super frustrating. In other cases, there were apps that were not even accessible to my employees, for reasons that couldn't be explained to me. 4 months later, they still can't access.

Pros

So far I absolutely love how user-friendly the whole system has been, can easily access any type of customer service, and everyone is quick to help, knowledgeable, and all questions answered immediately.

Pros

Very intuitive, clean design. That is easy to customize. Very flexible and has app's as you need more.

Cons

The instructions are written for an IT person and someone that already knows what the issue is. If the instruction were just re worded a bit. It would be easier for a newbie

Ability to manage and track cases and projects. Ability to easily track and see employees projects and cases.

Pros

Ease of use. We needed something to track and manage cases and we didn't have time for a lengthy set up. With Apptivo's design and ease of use we were able to get it going right away and then integrate and add more features gradually as we went along. I also really like how you can customize each app to fit your businesses needs. We have a very niche business and being able to track the details of each of orders and customers has been very helpful.

Cons

The email app needs further development. I'd like to be able to archive my emails into different folders.

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.

Price and service

Pros

Customer Support is very good, fast, responsive and works well, larger problems they remotely access your computer and solve problems quickly.

Cons

Features & Functionality - The system is new and still lacking many features, such as sales order has no way to configure, the apps for Ipad is still poor and other points.

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.

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

I,am receiving a prompt and quality support to customize according to my needs.
Very easy to customize apps.

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.

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!

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.

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

Pros

All app needed for a businesses from small to large size

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.

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

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.

Pros

Flexibility and 24/7 support. So far I've been able to adapt it to our every need.

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.

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.

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!!