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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, and mobile apps are also available.
Pricing is per user per month, billed annually.
Apptivo pricing
Apptivo does not have a free version but does offer a free trial. Apptivo paid version starts at US$10.00/month.
Starting Price:
US$10.00/month
Free Version:
No
Free trial:
Yes
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Apptivo Reviews
Feature rating
5 reviews of 712
View all reviews
Marisela
- Used Daily for 2+ years
-
Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5
5
Reviewed on 28/11/2016
Customer Support is very Responsive
Our business started Apptivo when we were quite small, and there were several issues with the program when we first began using them. The support at Apptivo is awesome, every time that we have a difficulty using any of the programs feature, they have gotten back to us within hours or sometimes days. The recent issue with using their Ledger App took a bit longer to resolve but we enthusiastically appreciate their dedication to resolving the issues, and how thoroughly they did resolve it.
The features we use most often include: Emailing Invoices and Estimates, keeping track of our Finances with their Ledger App, and keeping track of correspondence with Clients. There are some many other features to the program including tracking Inventory, tracking Accounts with Suppliers, and creating Projects with clients/collaborations with other professionals just to name a few.
I will continue to use and support the Apptivo program. They continue to grow and offer more features, clearer and efficient options for tracking the growth of our business as it continues to grow!
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.
Marc
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Value for Money
0
Features
5
Ease of Use
4
Customer Support
0
5
Reviewed on 9/02/2023
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.
Pros
The "all-in-one" aspect of various business modules makes this more than just a CRM tool.
Cons
Some of the relationships between fields in the various modules do not work as advertised and/or need work-arounds in the configuration
Alternatives Considered
Zoho CRMReasons for Choosing 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.Switched From
Prophet CRMReasons for Switching to Apptivo
Far superior in terms of customer support, usability, and overall price.
Mike
- Used Daily for 1+ year
-
Review Source
Value for Money
5
Features
3
Ease of Use
3
Customer Support
4
2
Reviewed on 16/05/2018
Good but so much opportunity to be so much better
Pros
I can adapt it to my needs.
I feel that when I make a suggestion for improvement it will genuinely be listened to.
Cons
There 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.
Response from Apptivo
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 11/10/2018
Gina
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Weekly for 1+ year
-
Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
5
Reviewed on 16/08/2021
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.
Pros
The 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.
Cons
The Outlook integration has had some trouble with calendar appointments that we had to work through.
Reasons for Choosing 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.Reasons for Switching to 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.
Chris
- Industry: Education Management
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5
5
Reviewed on 6/05/2021
New CMS software
Apptivo has enabled us to maintain and improve our diary management, transitioning away from a much more expensive older established CRM system, which now feels quite outdated and slow by comparison after just a few weeks of using Apptivo.
Pros
This product is easy to use, once you leave behind any legacy training from your old software! It also comes with an excellent APP which enables you to INSTANTLY access your diary anywhere you are. this is a big plus.
Once you understand the logic of the programme you realise there is a lot of functionality available to you. We will be picking up various new apps as we need them. this aspect is also helpful as you are not paying for anything you do not need.... until you need it!
Cons
Not a fault of the software, but our biggest challenge is simply unlearning how the old software worked, along with the absence of a right click function - which is the same for any browser based software.
