About Apptivo

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...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

406 Reviews of Apptivo

Average User Ratings

Overall

4.29 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(108)

108

4 stars

(93)

93

3 stars

(21)

21

2 stars

(6)

6

1 stars

(3)

3

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 406 results

June 2018

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

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2018

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).

Response from Apptivo

Replied December 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you. Regards, Team Apptivo

January 2020

Lucious from Lu Gold EDC

Company Size: 11-50 employees

Industry: Education Management

Time Used: Less than 2 years

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2020

Here's What You Need to Know

Fulfilling

Pros

Do not be decieved by Apptivo's simple interface. It is POWERFUL. Imagine having Sales Force, Mailchimp, Quickbooks all combined into one application that works on all types of devices. That is what apptivo is. I like the fact that there is an app for everything within the Apptivo app itself, and all those apps are free! I like that when i'm customsing and i spot an issue, i click the help button and Vignesh or another support team come online in literally 12 seconds and tell me how to solve the problem. I like the fact that i'm paying just 20 dollars for this instead of 120 dollars per user for sales force. I like the fact that i can customise invoices, set up email templates, set up triggers so whenever i create a type of customer a special type of email is sent from a special address. If i keep going on, i won't stop

Cons

I really can't think of anything. Maybe i do not really like when i cant find a feature, but when i report it, 10 days later i get an email that feature was added. So they solved that problem

Reasons for Choosing Apptivo

personal onboarding. pricing and customer support

November 2019

Dorcas from Tach-It / Ben Clements & Sons

Company Size: 11-50 employees

Industry: Packaging and Containers

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2019

Getting the support when you need it

We are keeping track of leads form our website and from trade shows. We are using as a CRM to know when to contact and follow-up with customers and prospects. they helped us create a custom program for providing quotes through Apptivo and to track them. An recently we started a new program to track applications testing for customers to see how many turn into a sale. They also worked with us to create custom triggers to go out to our leads and customers with specific messages to keep the sales moving along without the sales team getting involved. This is all new and we are just getting it up and running. However, I feel it will be a great asset to our business and will help us to grow overall. Again, the software is easy to use an the support team is the best I have come across in the industry.

Pros

The Apptivo team has been a dream to work with. We went with another large CRM company first and struggled for a year before giving up and finding Apptivo. This software is easy to use overall. When you need something special and custom, their team will work with you until your project is working well. The cost to get custom projects done is reasonable and you get a lot of support. I can not say enough good about the technical team, service team, project mangers and customer service at this company. They all receive 5 stars in my book and that is a very hard task to accomplish. I rarely give five stars for anything. We continue to add licenses each year, give them a try and they will amaze you.

Cons

The only thing I struggle with is the fact that the contacts data base and the customer data base are two separate entities.

Reasons for Choosing Apptivo

Ease of use Support system they provide Videos and training for anything you need Great Project Mangers for special projects Great support, services and customer service team Five stars in my book!

April 2019

Sean from Insomniac Computers

Company Size: 1 employee

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source


Ease-of-use

3.0

Customer support

1.0

Functionality

3.0

April 2019

Decided to switch to something else

Their software is decent, but they really seem to loathe their Starter Plan customers. The way they hack out features that they don't want available is sloppy, and makes it necessary to come up with ways to work around their intentional stumbling blocks. Apptivo - If you don't want to offer a free product, don't. I got the hint, and I'm setting up PayPal Invoicing tonight.

Pros

I've been using their "Starter Plan" since 2012. It is good enough to get by, and it is free. I mostly use the invoicing module.

Cons

Certain settings in the starter plan don't make sense. For example, the e-mail template includes a link to paying online, but online payments aren't supported in the starter plan. Modifying the e-mail template to take that link out is also not supported in the starter plan. I could deal with all that, but now, after a year of using the recurring invoices feature, they suddenly stop working. The tech support person says I have to upgrade my plan to use that. But the settings pages all work, and my invoices are all just sitting there waiting.

Response from Apptivo

Replied June 2019

Hello Sean, Thank you so much for taking the time to post this review! We're glad that you enjoyed using Apptivo as a customer for many years. The Starter Plan is generally very limited compared to the other plans. We also upgraded versions since you first created an account with us. This might have caused some unexpected changes. I apologize for the inconvenience caused and will take your feedback to the appropriate teams to help improve our user experience. Thank you again for your feedback! Team Apptivo

January 2020

David from Health Best International, LLC

Company Size: 2-10 employees

Industry: Hospital & Health Care

Time Used: Less than 12 months

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

January 2020

Quite Satisfied Users.

The experience has been great. Afte a 60-day ordeal with SalesForce (see below), had Apptivo up and running in a day. Doing the job. Getting the results. Users happy. Highly recommended.

Pros

Ease of use. Flexibility and customization. Responsive (immediate) support. Integrated choice-based modules (one fee).

Cons

Would help to have a better understanding of the interaction between contacts, customers, opportunities, leads, etc. For example in our organization, a person can be 1,2,3 or all 4 of these simultaneously.

Reasons for Choosing Apptivo

Breadth of product features, customization, flexibility. In particular a lot of quite positive user reviews. Oh ... and ... price ... couldn't beat it.