Apptivo Financials

Apptivo Financials

Manage your finances more efficiently

4.3/5 (369 reviews)

Apptivo Financials Overview

One of the more common problems facing many small businesses is finding a method to efficiently create and send invoices to customers, and then actually following up with them to make sure payment was received. Web based invoicing eliminates most of these problems by automating the invoice process. Utilizing an automated invoicing application you can create professional invoices, often times at no cost, and send them to your customers with just a few clicks of the mouse. Web based invoicing also saves business owners time with features such as reoccurring invoices (weekly, monthly, quarterly, etc) and automatic reminder emails sent to customers. Automating your companies’ invoice process can save your business both time and money.

The Invoice App allows users to generate professional invoices automatically and easily import any relevant information directly from other Apps (such as Customers App, Orders App, Items App, Projects App, etc). By importing information from other Apps this saves not only time, but also makes invoices more accurate because it reduces human error.

Once the invoices is created it can be sent to customers directly through email, or you can print it out to either mail it or physically deliver it to the client. With email invoices, customers will be able to pay immediately via Google Checkout, Paypal or Authorized net (process all major credit cards). By offering an immediate method of payment, many business owners have found that they receive payments faster than using traditional invoicing methods. Additionally setting up automatic reminder emails can help you stay on top of late payments from forgetful customers. The bottom line is that using the Invoice App to automatically bill your customers will save you both time and money.

Pricing

Starting from
US$10,00/month
Pricing options
Free Trial
Free
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, China, Europe and 5 others, India, Latin America, Middle-East and Africa, United Kingdom, United States

Supported Languages

English

Apptivo Financials Reviews

Overall rating
4.3/5
88% positive reviews
184
Excellent
142
Very good
31
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.

Response from Apptivo

Hello Dave,

Thank you so much for taking the time to post this review! Our team is thrilled that you were happy with your experience with one of our support representatives. We understand and will collect your feedback regarding followups on tickets to notify our teams accordingly. Thank you so much again!

Team Apptivo

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Michael A.

General

Used Daily for 1-5 months
Reviewed on 2019/06/28
Review Source: Capterra

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.

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
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

Apptivo Financials Pricing

Starting from
US$10,00/month
Pricing options
Free Trial
Free
Subscription
Value for money

Apptivo Financials Features

  • Receiving

  • API
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Automatic Notifications
  • Billing & Invoicing
  • Compliance Management
  • Customizable Reporting
  • Data Import/Export
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Real Time Data
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for Apptivo Financials

Key features of Apptivo Financials

  • Automaticaly generated professional online payment page
  • Create invoices for projects
  • Credit Notes
  • Estimates
  • Have customers pay online, instantly
  • Integration with Items and Customers Apps
  • Investor Leads
  • Multiple payment options available
  • Never worry about lost records
  • Record and store payments and receipts
  • Sales Receipts
  • Take care of your investors
  • Unlimited Customers
  • Unlimited Free Invoices

Benefits

- You no longer have to worry about getting professional stationary to send your invoices
- Get rid of postal costs
- Send invoices to customers instantaneously and receive payments sooner
- Create invoices within a minute
- Provide multiple options for payments

Apptivo Financials FAQs

Below are some frequently asked questions for Apptivo Financials.

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

Apptivo Financials offers the following pricing plans:

Starting from: US$10,00/month

Pricing model: Free, Subscription

Free Trial: Available

Q. What are the main features of Apptivo Financials?

Apptivo Financials offers the following features:

  • Automaticaly generated professional online payment page
  • Create invoices for projects
  • Credit Notes
  • Estimates
  • Have customers pay online, instantly
  • Integration with Items and Customers Apps
  • Investor Leads
  • Multiple payment options available
  • Never worry about lost records
  • Record and store payments and receipts
  • Sales Receipts
  • Take care of your investors
  • Unlimited Customers
  • Unlimited Free Invoices

Q. Who are the typical users of Apptivo Financials?

Apptivo Financials has the following typical customers:

Freelancers, Small Business

Q. What languages does Apptivo Financials support?

Apptivo Financials supports the following languages:

English

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

Apptivo Financials has the following pricing plans:

Free, Subscription

Q. Does Apptivo Financials support mobile devices?

We do not have any information about what devices Apptivo Financials supports

Q. What other apps does Apptivo Financials integrate with?

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

Q. What level of support does Apptivo Financials offer?

We do not have any information about what support options Apptivo Financials has