Apptivo Estimates

Apptivo Estimates

Accurate & elegant estimates

4.3/5 (363 reviews)

Apptivo Estimates Overview

The Apptivo Estimates quotation solution integrates with an array of Apptivo products, including:

Apptivo Items

Apptivo Customers

Apptivo Contacts

Apptivo Orders

Apptivo Invoices

Apptivo Work Orders

Apptivo Estimates also comes in a freemium version and online support (telephone support is available with the paid plabns

Pricing

Starting from
N/A
Pricing options
Free Trial
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, Europe and 5 others, Germany, India, Latin America, Mexico, Middle-East and Africa

Supported Languages

English

Apptivo Estimates Reviews

Overall rating
4.3/5
89% positive reviews
183
Excellent
139
Very good
29
Average
8
Poor
4
Terrible
Dave C.

Exceptional assistance from Gowmi on recent invoice generation issue

Used Daily for 2+ years
Reviewed on 2019/08/20
Review Source: SoftwareAdvice

Overall, the wide array of software modules and features contained within each have helped us reasonably well over the past couple years to centralize our product and client billing functions.

Pros

Wanted to give a special thank you to Gowmi, who walked us through - and promptly adjusted templates for us relating to - a specialized case in the creation and sending of a partial payment invoice. We depend on Apptivo for most CRM functions, but we often have special case situations that need a deeper dive - and the present case was one of those. Gowmi took all of the time necessary to view my screenshots and descriptions, research the underlying problem, make changes to the templates we were using, and answered all of my follow-up questions. The problem was resolved in a timely manner, and we got the right information to our client as a result. What more can you ask for? Gowmi, thank you very much again!

Cons

We are into our 3rd year using the paid version of Apptivo. Over this period of time, we've had a moderate number of chat-based technical support issues that we've tried to resolve. Unfortunately, I've learned that if it gets to the point where the tech support team member is compelled to write a support ticket after exhausting their own team's resources, we typically never hear back again as follow-up to the ticket generation. Beyond that, admin users do not get the benefit of seeing any kind of "Your current open support tickets and progress" page that would give us some reassurance that tickets were actually being worked on by the senior support and developer teams. This has been a significant Achilles' heel in an otherwise very functional platform.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Robert P.

Making a small business look large and professional

Used Daily for 2+ years
Reviewed on 2019/03/23
Review Source: Capterra

Very Happy with the product. It works well, year in and year out, and this year, I intend to learn how to use more aspects of it. It's a complete sales CRM and I don't really take advantage of that. I use it as an invoice generation tool. I am a loyal user and have no intention of looking elsewhere. BUT please think about that calendar feature. $60 and an invasive integration from Google, feels a bit much.

Pros

It is easy and quick to punch out an invoice copying an old customer invoice and making a couple changes in the body the Output looks Professional when I bill my corporate clients. I like that if I get stuck, CHAT is always available and it's been quick to resolve my confusion or concerns.

Cons

Inconsistent features access between my Ipad and my windows desktop. The IOS (Apple) apps have improved since I started using Apptivo. Although I had to have two separate Apps on my ipad initially and it was confusing, the main app has bulked up to where I rarely need to get on my windows machine. But I'm finding I do have to still, like setting up recurring invoices.

Recording payments, seems to be less than intuitive, resulting in me over crediting an account and having to search until I gave up, trying to delete the twice or more extra payments due to some sort of lag from screen to screen.

My man complaint is lack of a simple calendar capability and it appears if I want it I'll be having to add Google G Suites, which is overkill. Apparently to make up for lack of feature capability in Apptivo, if I want to set up recurring invoices that utilize date features like 2nd Tuesday of every month or 4th Monday of the month. That will cost me $6 month from Google and I don't want or need all of the G suite features.

Response from Apptivo

Hi Robert!
First of all, thank you so much for taking the time to post this review. Our team is so thrilled that you are so happy with our service and Apptivo
Sure we are taking all your feedback on enhancing the Recurring Invoices and Calendar capability into consideration and will work on it.
I am delighted to read that our support team provided excellent service. We would continue to give all of our customers with the same fantastic experience.
You can always get us on online chat (24/7) or write a note to [email protected]

Thanks again!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Vernessa T.

Apptivo is All-Inclusive, Modern ERP Cloud App Done Right (Just Add Speed and GUI Refresh)

Used Weekly for 2+ years
Reviewed on 2018/06/20
Review Source: Capterra

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).

Response from Apptivo

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 ([email protected]) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Marcel O.

Very useful CRM, accessible from anywhere, good value for money

Used Daily for 2+ years
Reviewed on 2018/05/01
Review Source: Capterra

Pros

The CRM functionality is intuitive to use. Not much setup is needed but still a lot of customization is possible. It can easily grow with the company and is accessible from anywhere. As a cloud based service you do not need to care about hardware, accessibility etc. Remarkable: There is an exceptionally responsive customer support. Overall very recommended for flexible startup companies.

Cons

While the CRM functionality is quite good the rest of the apps (like order management, invoicing, inventory etc.) are a bit limited in possibilities and use. As long as one is dealing within a single country this should be fine. As an international business with export to many countries there will be many compromises or workarounds. Especially regarding interaction with the customers (quotes, invoices etc.) the customization possibilities are very limited. From time to time new releases or features are deployed that can change appearance and functionality to the better or worse. While the response time of the customer support is better than anything else I have ever seen, the help with more sophisticated questions is often limited and needs long explanations. Fixing of bugs can take very long. Overall the software feels a bit slow.

Response from Apptivo

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! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us ([email protected]) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Edwin S.

Why I am choosing Apptivo

Reviewed on 2015/02/22
Review Source: GetApp

So, I have been test driving CRM's for the last 2 years.

I have scanned and reviewed about 100 of the CRM's out there, and during the selection process only a few stood up to my requirements, being:

-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.

At the end, and when all the nitty-gritty was tested, only 3 applications remained who were comparable, qua price and functionality.
But where Apptivo stands out with head and shoulders above nearly ALL the CRM's I tested, is the quality and the availability of their support!
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.

I run a small B2B business supplying promotional products mostly in Southern Africa but rapidly growing and expanding our market.
We are currently with six people, but I am confident that at our current growth rate, we will pass the 10 employee mark by the end of 2015.
I have a deep passion for what I do and when it comes to the integration of a tool that in time becomes a keystone in my business, I need suppliers that share my passion.
And this is exactly what the people of Apptivo do: Tested and proven, even today on a Sunday afternoon.

Keep up the good work guys, I hope we will go a long way together!

Edwin Spiessens
Corp. Gifts and Gadgets cc
South Africa

www.gifts-n-gadgets.co.za

Feel free to drop me any question at any time if you think I can help you by selecting a CRM: [email protected]

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!

Apptivo Estimates Pricing

Starting from
N/A
Pricing options
Free Trial
Value for money

<li>Starter - Free
<li>Premium - $10.00 /user/month
<li>Enterprise - $25.00 /user/month

Apptivo Estimates Features


  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customizable Templates
  • Data Import/Export
  • Email Integration
  • Lead Management
  • Monitoring
  • Real Time Data
  • Reporting & Statistics
  • Sales Analytics
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Third Party Integration

Additional information for Apptivo Estimates

Key features of Apptivo Estimates

  • Convert estimate to invoice
  • Convert estimate to work orders
  • Create estimates from templates
  • Demo version
  • Email estimates
  • Freemium
  • Get customer approvals
  • Keep payment records
  • Multiple Apptivo integrations
  • Send accurate estimates or quotes
  • Telephone and email suppport
  • Track billable and non-billable hours

Benefits

  • Send accurate estimates or quotes and create estimates from templates - Apptivo Estimates generates estimates for certain products and services for your customers so you can focus on other aspects of your business. Apptivo Estimates provides an array of preset templates, that are completely customizable, so pricing and delivery data is automatically inputted.

  • Estimate distribution and custom approvals - After an estimate is generated, Apptivo Estimates can then email your clients the invoice for their review. Apptivo Estimates can also create working orders for customers to review before payment is required.

  • Multiple Apptivo integrations - Apptivo Estimates is fully integratable with Apptivo Items, Apptivo Customers, Apptivo Contacts, Apptivo Orders, Apptivo Invoices and Apptivo Work Orders, making it an ideal enterprise quotation solution.

  • Apptivo Estimates FAQs

    Below are some frequently asked questions for Apptivo Estimates.

    Q. What type of pricing plans does Apptivo Estimates offer?

    Apptivo Estimates offers the following pricing plans:

    Free Trial: Not Available

    <li>Starter - Free
    <li>Premium - $10.00 /user/month
    <li>Enterprise - $25.00 /user/month

    Q. What are the main features of Apptivo Estimates?

    Apptivo Estimates offers the following features:

    • Convert estimate to invoice
    • Convert estimate to work orders
    • Create estimates from templates
    • Demo version
    • Email estimates
    • Freemium
    • Get customer approvals
    • Keep payment records
    • Multiple Apptivo integrations
    • Send accurate estimates or quotes
    • Telephone and email suppport
    • Track billable and non-billable hours

    Q. Who are the typical users of Apptivo Estimates?

    Apptivo Estimates has the following typical customers:

    Large Enterprises, Mid Size Business, Non Profit, Small Business

    Q. What languages does Apptivo Estimates support?

    Apptivo Estimates supports the following languages:

    English

    Q. What type of pricing plans does Apptivo Estimates offer?

    We do not have any information about what Apptivo Estimates pricing plans

    Q. Does Apptivo Estimates support mobile devices?

    Apptivo Estimates supports the following devices:

    Android

    Q. What other apps does Apptivo Estimates integrate with?

    We do not have any information about what integrations Apptivo Estimates has

    Q. What level of support does Apptivo Estimates offer?

    Apptivo Estimates offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials