Apptivo Software


 

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.

 

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

268 Reviews of Apptivo

 

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Software Advice Reviews (31)
More Reviews (237)

Showing 1-20 of 31

Misty from IPRO Membrane
Specialty: Engineering
Number of employees: 201-500 employees Employees number: 201-500 employees

March 2018

March 2018

Apptivo - Get what you pay for

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Apptivo is a good price without signing annual membership. It is also fairly easy, ONCE it is set up. Apptivo offers a nice clean Mobile app, again, ONCE it is set up.

Cons

Continuous email syncing issues - even with common G-Mail applications. Email app very difficult to use. Primary use - good for organizing once synced.
App offers many features - but they do not flow from one app to another. For example, set up tags on the customer page, but tags are lost when building an opportunity for that same customer. If you want the tags, you need to re-enter on the opportunity page.

Review Source
 
 

Blaine from First Nebraska Solar
Specialty: Utilities
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Works Just Fine

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Happy enough with this product for the price it does what we need it to do.

Pros

Works well for our purposes. I know for sure we do not use the system to its fullest potential but the business is fairly new and we have reworked our process several times. It has still been very helpful despite our under utilization. It is something I plan to correct. Great customer support though and a good amount of customization options

Cons

A lot of work to set up correctly and get it to do what you need it to.
Does not directly incorporate facebook leads (our businesses primary source of new leads currently)

Review Source
 
 

George from The Billing Pros
Specialty: Healthcare / Medicine
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2017

October 2017

The starter software for a CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

If you are a good self learner this could be a great SW to start a CRM with and then you can add modules as you go along. Great value .

Pros

The software is easy to change once you use and understand the relationships between the modules. You have the ability to change the names of fields throughout the software . Very flexible.

Cons

The documentation is not readily available and the fields are not clearly explained. It seem as if they just wrote the software and did not document it well.

Review Source
 
 

Pomai from Event Planning
Specialty: Hospitality / Travel
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Best IT people I worked with

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I think after we get all the kinks out, it will be just fine.

Pros

The support staff is the best. From now on I will only ask for them. Fixed all my problems that took one day, others tried for two weeks and I never did get a response on anything I needed help with.

Cons

Other IT support agents would not be able to help me. They never let me know if they tried to fix anything.

Review Source
 
 

Louis from Blaucomm
Specialty: Telecommunications
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

Good Support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Live Chat is a really good feature.

Pros

The product has many features and the 24/7 Support is great, really helpful when trying to set everything up.

Cons

It's not easy to find every feature and there is lots of things needed to get any feature to work. Sometimes the Live Chat can disconnect you as well if you refresh the page and you have to start all over again.

Review Source
 
 

Lawrence from Precision Design Studio
Specialty: Engineering
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

So far, I like this software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I am still in the testing phase of this software. Currently testing one other. So far, It looks like Apptivo will win. The best part is the live help via the chat window 24/7. They ALWAYS solve my problem right away. Only once they couldn't but it was due to a glitch which they immediately turned over to the tech guys to fix. Outstanding support goes a long way.

Pros

Seems to have all of the tools that I need and the simplicity of this software gives me more time to focus on my clients projects instead of spending hours on the CRM like some of the other CRM packages.

Cons

The interface is nice, but could be better. However, this is more of a personal preference.
I like things to take up the least amount of screen space as possible. Although the software is highly customizable, yo cannot reduce the field sizes. They appear large and clunky in some windows.

Review Source
 
 

Ray from Stellar Claims, Inc.
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Apptivo for small business

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Highly recommend.

Pros

The functionality for the price is fantastic for a small business. Choose from 50 apps in the CRM package and no matter how many of the apps you use, the price is the same. Integrates with many other apps including RingCentral. Tech support is very responsive 24/7 via Chat and email.

Cons

Somewhat complex to set-up the first time, however, the program is very flexible. Because of the flexibility, the complexity is increased.

 
 

steve from any repair
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

July 2017

July 2017

Thinking about apptivo?

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great CRM, with excellent customer service. def worth a try.

Pros

Great system to get you started and beyond. The "if you dont know just ask" concept is great. i use it all the time

Cons

a little to easy at times. there should be more control for advanced users. Even though most folks wont need it..the ability should be there

 
 

Prince Kwato from Victoria Herschel
Specialty: Insurance
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

Thought it was a joke

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Can the apptivo team bring more in the future ? We hope so.

Pros

Never ever met a software for business management with everything onboard and much ease of use. My team is is blowing up with joy and exploding with productivity. Business will never be the same again. We just got customizing everything to suite our specific needs. We are glad to be here.

 
 

Keith from Applied Acumen
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

On line Chat help

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great help from Maria in the support team, answered all my questions, including the daft ones. Well done.

Pros

Clear and to the point support, which is very reassuring. It is good to know you have someone available to talk you through functions, especially when you are finding your way.

 
 

Shamnoon from TrueValue Insurance
Specialty: Insurance
Number of employees: 1 employee Employees number: 1 employee

June 2017

June 2017

Apptivo Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall it is an excellent product for the price.

Pros

Lot of features
Easy to customize
Adding tags feature is great
Grouping records is one of the best features
Great support
Mobile app is great

Cons

Sometimes slow
The system has bugs
Some modules are not good enough . For example , campaign module is not robust and do not have all features needed
No application colors to make the program more readable

 
 

Brad from SMARTfit Inc.
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Answered my questions every time.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great CRM!

Pros

Quick and efficient with almost every issue I had. There really is so much that this software can do that sometimes it gets daunting but, their staff is there to help you. THANK YOU MARIA!

Cons

Almost too many options. It felt like getting lost in the forest looking for a tree. The FAQ is very informative if you need quick reference.

 
 

Gina from Evolution Fulfillment
Specialty: Distribution
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

Apptivo support is always available and ready to help with issues

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Apptivo support is very good in assisting and the app has cool functionalities for project management in one project app .

Pros

good Apptivo support, help provided through screen sharing, demo offer for new clients, updates features if put in request

Cons

some features can still be improved but works well to manage projects from one application, and to work as crossfunctional teams.

 
 

Helen from The Compass Partnership Ltd
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Excellent Service

Ease-of-use

Functionality

Product Quality

Customer Support

Brilliant CRM system especially for growing businesses.

Pros

The system has everything you need and the support service is fantastic. Throughout each stage, the online support agents have helped to make life so much easier.

 
 

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.

Pros

Price & functionality

 
 
 
Showing 1-20 of 237

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

June 2018

June 2018

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

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 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).

Review Source: Capterra
 

Luis from Luis K MS, INC

June 2018

June 2018

Good project tracker

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

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.

Review Source: Capterra
 

Eduardo from Universidad Bolivariana de Venezuela

June 2018

June 2018

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

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

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

Review Source: Capterra
 

Cynthia from Voolkia Software & Services (Staffing IT S.A.)
Number of employees: 201-500 employees Employees number: 201-500 employees

June 2018

June 2018

Usefull for start ups

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

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.

Review Source: Capterra
 

Mike from Essential Experience Workshop

May 2018

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

Product Quality

Customer Support

Value for Money

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

Review Source: Capterra
 

Mike from Process Instrument Sales Ltd

May 2018

May 2018

Good but so much opportunity to be so much better

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

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.

Review Source: Capterra
 

Claudia from Instituto de Neurología y Neurocirugía
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

May 2018

May 2018

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

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

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

Review Source: Capterra
 

Craig from Acentric
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

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

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-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.

Review Source: Capterra
 

Nachiket from Big Tree Lifestyle

May 2018

May 2018

Great software!

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

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.

Review Source: Capterra
 


May 2018

May 2018

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

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 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

Review Source: Capterra
 


May 2018

May 2018

Organized and Simple

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

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.

Review Source: Capterra
 

Yan from Premium Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Heavy trial and positive impression

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

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.

Review Source: Capterra
 

Rainer from RML Advisory

May 2018

May 2018

Great experience so far. For my type of Business ideal

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

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

Review Source: Capterra
 

Charles from Avatar New York
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

straightforward and easy to use CRM platform

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

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

Review Source: Capterra
 

John from www.maddoglola.com.au
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

A fantastic affordable CRM that competes with much larger systems

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 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.

Review Source: Capterra
 

Tara from Kingsbery CPAs

May 2018

May 2018

Great way to track projects. A lot of features that can be customized for your specific industry.

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

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.

Review Source: Capterra
 

Abe from Clockwork Cleaning Company
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

I initially set out to use a different CRM, but after speaking with your rep, I was sold.

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 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.

Review Source: Capterra
 

Sam from TechnoTronix
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Good Software but needs few more updates, might want to compare with competitors to get better overv

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

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.

Review Source: Capterra
 

Matt from Resolution Labs, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Great

Ease-of-use

Functionality

Product Quality

Value for Money

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

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.

Review Source: Capterra
 

Cole from greensource Cincinnati

May 2018

May 2018

I like using Apptivo better than my previous software salesforce, it is more intuitive.

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

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.

Review Source: Capterra