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

293 Reviews of Apptivo

 

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Software Advice Reviews (36)
More Reviews (257)

Showing 1-20 of 36

Dorcas from Tach-It
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Apptivo, Your're great!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

James from Hospitality Services
Specialty: Food / Beverage
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Great CRM for the price

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
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.

Review Source
 
 

angelica from Hose Solutions, Inc
Specialty: Manufacturing
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Customization is amazing

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source
 
 

Eric from Global Client Services
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Tech support was great!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Doug DeSantis from Furniture
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2018

July 2018

Extremely good.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

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

 
 
 
Showing 1-20 of 257

Diana from Lucky Table
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2018

December 2018

A multifunctional application that is worth its 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
Pros

It’s easy to link all needed info by any category, which makes it more accessible for every team member in separate. Speaking of accessibility, by the way: connection with e-mail is even easier than I thought it would be, as all you have to do for getting it done is connect an existing address and start working on the spot. Also, it is quite easy to schedule events and work with tasks, which is provided by a wide range of respective options of a full version of the prog.

Cons

If some event, for example, takes place few times, it’s impossible to re-schedule it automatically, and for me personally it appears to be a flaw (still a subjective one).

Review Source: GetApp
 

Zackary from Lucky Table
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Useful sales management tool

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

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.

Review Source: GetApp
 

Martin from The Light Digital
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Apptivo - Platform as a Service in spades!

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'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!

Review Source: Capterra

  Response: Apptivo, Apptivo

Date: December 2018

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. 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

 

Chris from Altamont Software
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Nice features. Great support

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

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.

Review Source: Capterra

  Response: Apptivo, Apptivo

Date: December 2018

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. 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

 

Colin from Project Productions
Number of employees: 1 employee Employees number: 1 employee

October 2018

October 2018

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

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 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!

Review Source: Capterra

  Response: Apptivo, Apptivo

Date: December 2018

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. 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

 


September 2018

September 2018

Apptivo is a great value.

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 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.

Review Source: Capterra

  Response: Apptivo, Apptivo

Date: December 2018

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. 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

 

Anil from India Yamaha Motor Pvt. Ltd.
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

September 2018

September 2018

It literally saved my hours and hours of precious time!

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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.

Review Source: GetApp
 


August 2018

August 2018

It's a good start

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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.

Review Source: Capterra

  Response: Apptivo, Apptivo

Date: December 2018

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 your dissatisfaction of our User interface, we are currently working towards improving our user interface. 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

 

Leo from USA GLOBAL MARKET
Number of employees: 1 employee Employees number: 1 employee

August 2018

August 2018

Very awesome CRM!

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
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.

Review Source: Capterra

  Response: Apptivo, Apptivo

Date: December 2018

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. 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

 

Jack from Optimize Selling Solutions
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Apptivo is Awesome

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

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.

Review Source: Capterra

  Response: Apptivo, Apptivo

Date: December 2018

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 your issue with our user friendliness and customer support, we are working towards improving it. 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

 


August 2018

August 2018

At Last a CRM That Works!

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

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.

Review Source: Capterra

  Response: Apptivo, Apptivo

Date: December 2018

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. 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

 

Ravi from Biocon
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

August 2018

August 2018

Customer management can be made better by using Apptivo.

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

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.

Review Source: GetApp
 

Adith from Bajaj Finserv
Number of employees: 10,000+ employees Employees number: 10,000+ employees

August 2018

August 2018

Robust and flexible customer relationship management tool.

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

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.

Review Source: GetApp
 


July 2018

July 2018

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

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

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

Review Source: Capterra

  Response: Apptivo, Apptivo

Date: December 2018

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 your experience with the manual updating and we are looking into that. 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

 

jose from Vepica C.A

June 2018

June 2018

Great program especially for service companies

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 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

Review Source: Capterra

  Response: Apptivo, Apptivo

Date: December 2018

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. 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

 


June 2018

June 2018

Super affordable, I appreciate how robust it is regarding customizations

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

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.

Review Source: Capterra

  Response: Apptivo, Apptivo

Date: December 2018

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. 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

 

Danielle from The Minion Queen

June 2018

June 2018

Apptivo is simple to get started with!

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

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.

Review Source: Capterra

  Response: Apptivo, Apptivo

Date: December 2018

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. 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

 

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

  Response: Apptivo, Apptivo

Date: December 2018

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

 

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

  Response: Apptivo, Apptivo

Date: December 2018

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

 

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

  Response: Apptivo, Apptivo

Date: December 2018

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