Apptivo Software

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.

Apptivo is simple to get started with!

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.

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

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).

Good project tracker

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.

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

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

Usefull for start ups

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.