Apptivo

Pros

I value tools that are not just efficient but also adaptable. Apptivo CRM has truly impressed me in this regard. As a solopreneur, I understand the need for a CRM that seamlessly integrates with various apps and platforms. Apptivo shines in this aspect. Its integration capabilities allow me to create a tailored tech ecosystem that perfectly suits my unique requirements. One of the key selling points is its ease of use. Just like I advocate for simplicity in coaching and leadership, Apptivo offers an intuitive interface that saves time and ensures a smooth user experience. It's a valuable asset for any solopreneur. What's more, Apptivo effortlessly syncs with the Google product suite, which is a tremendous advantage for someone like me with deep roots in the tech world. It's like a seamless extension of my experience at Google, making my CRM journey that much smoother.The integration with Stripe is a game-changer for managing payments and finances. It's the perfect addition for a solopreneur, allowing me to maintain financial control just as I help sales leaders implement impactful plans and strategies.The customer service is amazing. They respond to chat inquiries immediately.

Cons

Without some understanding of how CRMs work - like objects and APIs - I would imagine that a newbie facing some challenges and needing assistance from customer support.

Alternatives Considered

Reasons for Switching to Apptivo

Pros

Combination of affordability and functions

Cons

There are some auto-fill features that would help avoid duplicate data entry: i.e. business address for multiple employees/contacts.

Pros

good range of features, instant support.

Cons

horrible looking interface. Not pleasant to interact with. Tiny little boxes to enter information. Overall appearance was more like microsoft of 20 years ago.

Pros

I used quite a bit of CRM. But, with Apptivo based on your needs, you can customize it to tailor your company functionalities.

Cons

So, far the only thing I would do is when you are in the "Leads" or "Contacts" list if there was a next button to move on the next lead or contact. But, other than that it is great!

Pros

This program with all its functionalities helps to manage my company.

Cons

Have to be patient to set it up, but apptivo support is there to help.

Pros

valuable services to include many things that I need to run my business

Cons

Some good reps that speak good English, some reps need to better understand English

Alternatives Considered

Reasons for Switching to Apptivo

Pros

Support is always great. Available 24/7 immediately

Cons

Set up is time consuming but important to get structure correct in first instance

Pros

Apptivo is a highly versatile and user-friendly CRM system that offers a comprehensive suite of tools to manage sales, marketing, and customer relationships.

Cons

This review is focused on Apptivo; however, it is worth mentioning that, in comparison, Sendinblue has certain limitations. Sendinblue is primarily an email marketing platform, and its CRM capabilities may not be as robust or feature-rich as Apptivo's.

Pros

The fact that I can add and delete fields and have full control over the attributes of any field. Conversions to the next step is amazing, however, this options needs a few more possibilities.The fact that it integrates with Xero is very good and your staff today gave me possible solutions to sync with more than 1 Xero, which is great.

Cons

It is an online solution and we are dependent on the internet and overseas cables. This makes is sometimes a slow solution. The receiving email functionality is not great and we will continue using Outlook. The sending email functionality is great.

Pros

best crm nice user frindly softwar . very easy to used

Cons

nice and good best softwar in this softwar

Pros

The most impactful feature of the Apptivo app is the administration and membership portal access. We have approximately 1,300 that will be utilizing this application. The membership side product is very straightforward; thank you to the Apptivo team for allowing our team to provide our feedback and fix any issues quickly for us to test. The integration of the new system was very smooth and almost seamless during the transition.

Cons

Our system was custom built to meet our needs. We would like to see specific items more automatic, and the Apptivo team is still working on making these features in for us.

Alternatives Considered

Reasons for Choosing Apptivo

Reasons for Switching to Apptivo

Pros

I love the automation and how easy it is to communicate with our customers and internal team.

Cons

I'm still learning, and although all companies vary in their work flows, I would love to see a more of a road map, as to how apps should relate to one another. Being able to convert an estimate into a quote from the click of a button is great, and the notifications of "who's up next" is great. I guess I just need more time to figure it all out on our end. I know the potential is there, it's a very intuitive product.

Alternatives Considered

Reasons for Choosing Apptivo

Reasons for Switching to Apptivo

Pros

The company does everything in their power to personalize your experience for your needs instead of trying to force your needs into their locked system. Very customizable and if they can't do what you need they will do what they can to implement it later.

Cons

A bit slow on page changes, updates, and downloads. They need a more robust system and servers.

Alternatives Considered

Reasons for Choosing Apptivo

Switched From

Reasons for Switching to Apptivo

Pros

Thank you [sensitive content hidden] for always resolving my issues! Keep up the good work! KUDOS to you!

Pros

It is an easy to use product and has the flexibility to customise

Cons

I have found that the import function is not intuitive

Pros

You need a CRM! But you don't exactly need one with a price tag like hubspot. Apptivo was able too offer all the features I needed at a price that made sense. The platform is designed to grow with your business and remain affordable while keeping you competitive. Customer service is easily accessible and very friendly. Apptivo is worth the test drive....

Cons

There is a noticeable lack of social media management tools, which may be the only edge something like Hubspot can offer over Apptivo

Pros

Integration with existing business functions was seamless with the help of customer support.

Cons

Sometimes working with API can be tricky using custom fields but once you get the hang of it you'll be fine.

Pros

Teck support and how it customs to your bussiness

Cons

to many variants to set up a trigger, should make it easy, using drag a drop .... the if and that can get confusing ...

Pros

Configuring it to work efficiently for intended use

Cons

N/A. We should have utilized training sessions when we first implemented it

Pros

The ability to CUSTOMIZE! Customized fields for contacts, companies and I can make my own custom apps! Also customer service and the engineering teams are top notch! 24/7 support. 90% of the time they can help me. The 10% of the time they can't and refer me to engineering for unique situations the engineering team is great at reaching out to me quickly to resolve the problem.

Not a perfect app, but they are receptive to suggestions and ideas. They work to implement user suggestions. I've seen them implement my ideas from using them with my company.

Cons

No way to track ages by birthdate. Yes, you can use a date field to track birth dates, but I need a field that shows me a client's CURRENT AGE based on their birthdate field. With hundreds of children clients in my database it's super important to know who has a birthday coming up and how old they are exactly on any given day. It would be even better if the birthday field was set up so you could set alerts/reminders that birthdays are coming up that month, that week and today. Remembering a kid's birthday means the world to them!

We also are trying to find homes for cats. They too age every day. Knowing their current age is super helpful when trying to find them homes. With hundreds of cats that are in our system that we are trying to place we need a quick view of all the cats and correct CURRENT age based on their birth date.

Pros

Easy to use features - Sending out invoices - Receiving payments and notifications - Receving Emails and Client feedback - Tracking client info - Reviewing, Updating, and tracking Inventory and Accounts Payables. There are many other features but these we use in general.

Cons

Some errors with Invoices through paypal that require the client to input the info more than once, especially when there is Updates to the program. This has happened on some occasions, but is no longer an issue that we experience.

Pros

Questions are quickly answered by 24/7 customer service. Screen sharing by their help team is effectively used to help resolve the issues. Easy to access and update contacts and share emails. Phone app is seamlessly connected to the web based database. Video library is impressive for teaching the software.

Cons

At this time, I am good with everything. Any improvements I would comment on are probably solved by taking the time for me to watch the training videos on how to correctly use aspects of the program!

Pros

- Very affordable
- So many features and applications for running the entire company
- Very straightforward interface and easy to learn basics right away
- One of the best FAQs and tutorials I have ever seen for a SAAS solution
- Customer service is very responsive and helpful. A+++
- A impressive level of integration into other platforms and customization

Cons

- Limited on ability to delete data or modules once they're created (Have to message tech support to delete)
- Custom app builder takes awhile to learn and understand
- Are not able to clone apps for different divisons to use seperate from eachother (for instance want to use project management app for our sales team and then seperate instance for our production team. Both can use the same tool but in different ways for tracking)

Pros

Highly customisable, excellent customer support

Cons

A little clunky at times, desktop app doesn't have full functionality.

Pros

-A solid sales pipeline (From lead to opportunity to sales to after-sales)
-A great contact management system
-The possibility to generate quotes that can be converted to work orders, to invoices etc
-An integrated templated Project management system with pre-set task generation
-Email (gmail) integration
-Google apps for business integration
-The possibility to add more functionality in the form of integrated apps when the need arises.

As far as I know, ONLY Apptivo, has a free 24/7/365 online support chat from within the CRM, and I consider this as a huge plus point.

Cons

If I have to say anything then it will be that the look of the user interface is a bit dull, but i will take this a hundred times to bells and whistles, and a quarter of the functionality and support!