Apptivo
About Apptivo
Apptivo Pricing
Starts at just $8 per user/ Billed annually. - comes with 18 Apps, 100 Custom Fields Per App 25 Workflows 8 Custom Dashboards 3rd Party Service Integration 24x7 Support
Starting price:
$10.00 per month
Free trial:
Available
Free version:
Available
Most Helpful Reviews for Apptivo
1 - 5 of 700 Reviews
Liam
2 - 10 employees
Used less than 2 years
OVERALL RATING:
3
Reviewed August 2021
Apptivo
Don
Verified reviewer
Machinery, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2021
Apptivo is THE Best CRM Software System Available!!
Outstanding! This is the fourth CRM implementation that I have administered in my career and it was by far the simplest and smoothest process with the greatest customization and functionality! After going through the selection process and reviewing all of the "top CRM Solutions" in great depth, I chose Apptivo and I am super glad that I did! Apptivo keeps the system simple to use, which is a must for sales reps, and provides the customization required. The other "top CRM Solutions" have forgotten what salespeople are REALLy looking for in their CRM tool and as a result, made their system more cumbersome for the user. Not Apptivo, they are deploying their system in the right way and there is no extra charge for excellent customer service! The Apptivo team closely manages my account and QUICKLY addresses any items that I want to change. This has been an excellent rollout!
PROSEase of use and customization is awesome! They have kept the system simple while implementing a number of dynamic and intuitive functions. The customer service is EXCELLENT! Most CRM companies just want to sell a boxed product and forget about the user. Apptivo takes the time to identify what the user truly is trying to accomplish and then customizing the software to precisely meet the users' requirements.
CONSNONE! There are no cons with Apptivo! The system is EXCELLENT!
Reason for choosing Apptivo
Better customization, easier to use, licensing was the least expensive, cloud-based, 24/7 customer service support at no extra charge.
Reasons for switching to Apptivo
ACT! is a waste of money! DO NOT BUY ACT!
Marc
Construction, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
FUNCTIONALITY
5
Reviewed February 2023
Apptivo Training and Configuration Support
In general, a very positive experience. I have found the online "chat" support to be hit and miss, with a lot of the agents not having much knowledge in helping solve the problem at hand. Conversely, the "paid" configuration support has been generally excellent. My configuration support rep ("[sensitive content hidden]") has been a tremendous help in custom configuration assistance.
PROSThe "all-in-one" aspect of various business modules makes this more than just a CRM tool.
CONSSome of the relationships between fields in the various modules do not work as advertised and/or need work-arounds in the configuration
Reason for choosing Apptivo
Far superior in terms of customer support, usability, and overall price.
Reasons for switching to Apptivo
Prophet user interface (through Outlook) was lacking, plus it didn't have all the other customer interface modules (order management, work order management, etc.) that Apptivo has. In general, the user interface of Apptivo is far superior to Prophet as well as response times for entering / retrieving information.
Mike
Used daily for less than 2 years
OVERALL RATING:
2
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed May 2018
Good but so much opportunity to be so much better
I can adapt it to my needs. I feel that when I make a suggestion for improvement it will genuinely be listened to.
CONSThere 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.
Vendor Response
Hi Mike, The only way to achieve this would be to have another account that you can use as a test account. It wont have all your production data, but you can certainly use that to test out config changes. For enterprise accounts (larger than 250 users) we do provide multiple dedicated environments as its pretty normal to have dev, QA and production accounts in that setting. We are constantly working to improve the quality, while keeping the pace on new features. I totally understand when some of these new releases cause disruption to existing processes, but we are working to make these changes as seamless as possible. Thank you for your feedback though. We'll continue to refine our execution.
Replied October 2018
Gina
Information Technology and Services, 51-200 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2021
Exceeded Expectations
The onboarding team was wonderful and addressed every issue that came up. They were incredibly responsive and Apptivo delivered on all the features we wanted/needed. Apptivo is an absolutely critical part of our business at every level. From lead management, to sales and quoting, to implementation and onboarding of new customers. It is so much more than a CRM for us.
PROSThe onboarding team made sure all of our data was transferred over as we expected and they made everything so easy for us. It is really feature complete so we were able to eliminate multiple other systems and consolidate so it is easier for all staff involved.
CONSThe Outlook integration has had some trouble with calendar appointments that we had to work through.
Reason for choosing Apptivo
Apptivo is incredibly feature complete and they are more cost effective and support their own product so we can make changes ourselves and also reach out to their support team for help if we need it. It was the best fit for our business by far.
Reasons for switching to Apptivo
We were going to need to spend a lot to re-vamp some processes and it is all consultant based with Dynamics so we decided to look around at other options. Apptivo was by far the best fit for us. It is less costly and easier for us to maintain ourselves. Support and onboarding with Apptivo is top notch.