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 Software - Sales Stages - Apptivo lets you track your opportunities to close the deals based on your sales stages , also you find reasons in the loss analysis on how some of your opportunities are lost.
Apptivo Software - Sales Funnel - Apptivo lets you view the sales funnel, which depicts how the leads are nurtured and are moved to the next stage of the funnel. The sales team can use this information to focus their efforts and prioritize the leads.
Apptivo Software - Gantt chart - Automate your project schedules with task dependencies, and visualize & change the project schedule from a real-time Gantt chart.  Track time against any task to be used for invoicing.
Apptivo Software - Mobile View - Apptivo allows you to access CRM across devices. You can store and manage information across multiple devices, on the go. With google map integration, you can have a look at the maps related to your business processes.
Apptivo Software - Master & List Layout - Master Layout in Orders App allows you to add up the custom fields as per your requirement. They can be created, modified, and customized. List layout allows configuring the desired column set in the list view.
Apptivo Software - Complete 360 View - The 360-degree view tab in Apptivo allows users to view different object that is related to the current item viewed. Now users can view the associated data of the standard ref app and custom ref app in 360-degree tabs.
Apptivo video
Apptivo Software - Sales Stages - Apptivo lets you track your opportunities to close the deals based on your sales stages , also you find reasons in the loss analysis on how some of your opportunities are lost. - thumbnail
Apptivo Software - Sales Funnel - Apptivo lets you view the sales funnel, which depicts how the leads are nurtured and are moved to the next stage of the funnel. The sales team can use this information to focus their efforts and prioritize the leads. - thumbnail
Apptivo Software - Gantt chart - Automate your project schedules with task dependencies, and visualize & change the project schedule from a real-time Gantt chart.  Track time against any task to be used for invoicing. - thumbnail
Apptivo Software - Mobile View - Apptivo allows you to access CRM across devices. You can store and manage information across multiple devices, on the go. With google map integration, you can have a look at the maps related to your business processes. - thumbnail
Apptivo Software - Master & List Layout - Master Layout in Orders App allows you to add up the custom fields as per your requirement. They can be created, modified, and customized. List layout allows configuring the desired column set in the list view. - thumbnail

Apptivo pricing

Apptivo has a free version and offers a free trial. Apptivo paid version starts at US$10.00/month.

Starting Price:
US$10.00/month
Free Version:
Yes
Free trial:
Yes

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Apptivo Reviews

Feature rating

Value for Money
4.7
Functionality
4.3
Ease of Use
4.2
Customer Support
4.7
5 reviews of 710 View all reviews
Don
  • Industry: Machinery
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 18/06/2021

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!

Pros

Ease 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.

Cons

NONE! There are no cons with Apptivo! The system is EXCELLENT!

Alternatives Considered

Zoho CRM, Salesforce Sales Cloud, SugarCRM and HubSpot CRM

Reasons for Choosing Apptivo

ACT! is a waste of money! DO NOT BUY ACT!

Switched From

Act!

Reasons for Switching to Apptivo

Better customization, easier to use, licensing was the least expensive, cloud-based, 24/7 customer service support at no extra charge.
Michael
  • Industry: Security & Investigations
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
3
Customer Support
5

4
Reviewed on 28/06/2019

General

Slow. Very pleased with how things work, but it took a little while to get used to the interface. Now that we have been using it for 3 months or so, it has everything we need all in one place.

Pros

The variety of features that cover Sales to Finance. The value of the apps that are offered fits perfectly into our organization.

Cons

It's sometimes hard to find things. I think this will diminish as I use the product more. The biggest frustration is the integration with other products especially O365. I think I have the email down, but calendar is harder than it should be. Using OneDrive only connects to my personal account and I would like to be able to connect it to our O365 sharepoint folders instead.

Reasons for Choosing Apptivo

Needed a more feature rich application

Switched From

Microsoft Excel

Reasons for Switching to Apptivo

Some of the alternatives were expensive and didn't offer the value that Apptivo offers. Only Zoho had all the CRM and Project Management features that we needed. Although we thought Zoho was a little easier to get started on, it seemed to have problems with it's integration between it's internal apps and ultimately frustrated us.

Response from Apptivo

Hello Michael,

Thank you so much for taking the time to post this review! Our team is thrilled that you're happy with the value the apps bring to your company. We will collect this feedback on getting familiarized with Apptivo and notify our teams accordingly to improve the process. Thank you, again!

Team Apptivo

Replied 20/08/2019
Brendon
  • Industry: Health, Wellness & Fitness
  • Company size: 51–200 Employees
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
0
Features
5
Ease of Use
2
Customer Support
5

3
Reviewed on 14/07/2023

Apptivo Review

Pros

It's a versatile product once you get over the hurdle of understanding the basics.

Cons

More connectivity with other applications is needed. A lot of extra development work is needed for many of the most used applications to be connected.

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
Larry
  • Industry: Broadcast Media
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
4
Ease of Use
5
Customer Support
5

4
Reviewed on 7/09/2023

Easy to use, superb support

Very good. Support has been really reactive and immediate and has been top notch.

Pros

Very easy to use and adapt. TO change the system is a simple matter.

Cons

Some of the explanations are a little counter intuitive due , i think, to sub-continental linguistic usage rather than being incorrect per se (e.g. "trigger will fire in the next year" means the trigger fires in a year's time NOT in the next 365 days which is how we read this ). Some manual pages need the English to be standardised but generally speaking all seem easy to understand.

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