Apptivo CRM

Apptivo CRM

CRM for managing customer accounts

4.3/5 (346 reviews)

Apptivo CRM Overview

Apptivo CRM is a powerful sales & marketing tool which provides the tools including lead management, an opportunity pipeline with intuitive dashboards, campaign management, and flexible workflow tools including marketing automation. Everything is completely accessible from Android or iOS devices and integrated with Office365 & G Suite.

The Apptivo CRM starts with a simple contact management system with slick integrations such as automated email conversation tracking, or automated call logging. The solution offers a complete set of sales tools for lead management, activity tracking, pipeline visualization, and automated workflow, as well as integrated quoting, to generate estimates from the pipeline and email professionally branded PDFs to customers.

Apptivo’s apps also include integrated email marketing to launch targeted campaigns to contact lists, and track exactly who is reading & clicking on messages. Implement marketing automation to plan out detailed sequences of when the team should be following up with prospects, and when they should be received personalized automated messages.

Apptivo offers much more than just a CRM. The platform includes apps that help in all areas of business such as help desk, invoicing, project management, procurement, and more. All apps are designed to resolve around the CRM, providing a complete 360° view of each customer.

Apptivo allows users to define their company territories, markets, and their market segments; each of these properties can then be used to search and sort customer accounts by. Not only are businesses able to define who is buying their product, and where; but they can also define the industry that the account belongs to, all in one place.

Pricing

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

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

English

Apptivo CRM Reviews

Overall rating
4.3/5
88% positive reviews
178
Excellent
127
Very good
28
Average
8
Poor
5
Terrible
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

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!

Marisela E.

Customer Support is very Responsive

Used Daily for 2+ years
Reviewed on 2016/11/28
Review Source

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Apptivo CRM Pricing

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

Starts at just $10/user/month - all apps included, no gimmicks.

Apptivo CRM Features

  • API
  • Activity Dashboard
  • Automatic Reminders
  • Calendar Management
  • Custom Fields
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Email Integration
  • Third Party Integration

  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Contact Database
  • Customer Database
  • Electronic Payments
  • Mobile Integration
  • Reporting & Statistics
  • Social Media Integration

Additional information for Apptivo CRM

Key features of Apptivo CRM

  • API
  • Activity dashboard
  • Activity management
  • Audit trail
  • Auto-responders
  • Automatic reminders
  • Billing & invoicing
  • Calendar management
  • Calendar sync with Google
  • Configurable workflow
  • Contact management
  • Contact management
  • Continuous backup
  • Custom fields
  • Customer accounts
  • Customer history
  • Customizable branding
  • Customizable reporting
  • Customizable templates
  • Data import
  • Data import/export
  • Detailed role based security
  • Document storage
  • Email integration
  • Email templates
  • Estimating
  • Event triggered email
  • Expense tracking
  • Filtered views
  • Full text search
  • Gantt charts
  • Goal setting / tracking
  • Help desk management
  • Help desk tickets
  • Invoice management
  • Job management
  • Lead assignment
  • Lead capture
  • Lead distribution
  • Lead generation
  • Lead management
  • Lead scoring
  • Lead tracking & auto assignment
  • Multi-channel management
  • Multi-company
  • Multi-country
  • Multi-currency
  • Opportunity management
  • Order management
  • Pipeline management
  • Pipeline reports
  • Pipeline reports & dashboards
  • Product catalog
  • Project management
  • Project time tracking
  • Proposal generation
  • Purchase order management
  • Quote management
  • Role-based permissions
  • Rules-based workflow
  • SLA management
  • SSL security
  • Sales analytics
  • Sales tracking
  • Search functionality
  • Secure data storage
  • Secure login
  • Shared contacts
  • Supplier management
  • Territory management
  • Third party integration
  • Timesheets
  • Unified activity management
  • Web forms
  • Website integration
  • Work order management
  • Workflow & marketing automation
  • Workflow management

Benefits

  • A single online portal to access a 360° degree view of contacts

  • Sales pipeline management tools with reporting & dashboards

  • Tightly integrated email marketing capabilities

  • Closely connected with Office365 & G Suite through seamless integrations

  • Some of the most flexible configuration tools available

  • Unbeatable combination of capability, flexibility, and value

  • Apptivo CRM FAQs

    Below are some frequently asked questions for Apptivo CRM.

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

    Apptivo CRM offers the following pricing plans:

    Starting from: $10/month

    Pricing model: Free, Subscription

    Free Trial: Available

    Starts at just $10/user/month - all apps included, no gimmicks.

    Q. What are the main features of Apptivo CRM?

    Apptivo CRM offers the following features:

    • API
    • Activity dashboard
    • Activity management
    • Audit trail
    • Auto-responders
    • Automatic reminders
    • Billing & invoicing
    • Calendar management
    • Calendar sync with Google
    • Configurable workflow
    • Contact management
    • Contact management
    • Continuous backup
    • Custom fields
    • Customer accounts
    • Customer history
    • Customizable branding
    • Customizable reporting
    • Customizable templates
    • Data import
    • Data import/export
    • Detailed role based security
    • Document storage
    • Email integration
    • Email templates
    • Estimating
    • Event triggered email
    • Expense tracking
    • Filtered views
    • Full text search
    • Gantt charts
    • Goal setting / tracking
    • Help desk management
    • Help desk tickets
    • Invoice management
    • Job management
    • Lead assignment
    • Lead capture
    • Lead distribution
    • Lead generation
    • Lead management
    • Lead scoring
    • Lead tracking & auto assignment
    • Multi-channel management
    • Multi-company
    • Multi-country
    • Multi-currency
    • Opportunity management
    • Order management
    • Pipeline management
    • Pipeline reports
    • Pipeline reports & dashboards
    • Product catalog
    • Project management
    • Project time tracking
    • Proposal generation
    • Purchase order management
    • Quote management
    • Role-based permissions
    • Rules-based workflow
    • SLA management
    • SSL security
    • Sales analytics
    • Sales tracking
    • Search functionality
    • Secure data storage
    • Secure login
    • Shared contacts
    • Supplier management
    • Territory management
    • Third party integration
    • Timesheets
    • Unified activity management
    • Web forms
    • Website integration
    • Work order management
    • Workflow & marketing automation
    • Workflow management

    Q. Who are the typical users of Apptivo CRM?

    Apptivo CRM has the following typical customers:

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

    Q. What languages does Apptivo CRM support?

    Apptivo CRM supports the following languages:

    English

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

    Apptivo CRM has the following pricing plans:

    Free, Subscription

    Q. Does Apptivo CRM support mobile devices?

    Apptivo CRM supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Apptivo CRM integrate with?

    Apptivo CRM integrates with the following applications:

    ActiveDEMAND, Constant Contact, Dropbox, HubSpot CRM, HubSpot Marketing, PieSync, Robly, Wordpress, Wordpress, Xero

    Q. What level of support does Apptivo CRM offer?

    Apptivo CRM offers the following support options:

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