Apptivo
About Apptivo
Apptivo is a 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.
Key benefits of Apptivo
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- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Apptivo is All-Inclusive, Modern ERP Cloud App Done Right (Just Add Speed and GUI Refresh)
Reviewed on 2018/06/20
I was using Teamwork (formerly Teamwork PM) for project management, a local install of vTiger CRM...
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
- Industry: Consumer Services
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Support
Reviewed on 2023/05/25
Great, loads of support from start to ongoing
Great, loads of support from start to ongoing
Pros
Support is always great. Available 24/7 immediately
Cons
Set up is time consuming but important to get structure correct in first instance
- Industry: Information Technology & Services
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Decided to switch to something else
Reviewed on 2019/04/02
Their software is decent, but they really seem to loathe their Starter Plan customers. The way...
Their software is decent, but they really seem to loathe their Starter Plan customers. The way they hack out features that they don't want available is sloppy, and makes it necessary to come up with ways to work around their intentional stumbling blocks.
Apptivo - If you don't want to offer a free product, don't. I got the hint, and I'm setting up PayPal Invoicing tonight.
Pros
I've been using their "Starter Plan" since 2012. It is good enough to get by, and it is free. I mostly use the invoicing module.
Cons
Certain settings in the starter plan don't make sense. For example, the e-mail template includes a link to paying online, but online payments aren't supported in the starter plan. Modifying the e-mail template to take that link out is also not supported in the starter plan. I could deal with all that, but now, after a year of using the recurring invoices feature, they suddenly stop working. The tech support person says I have to upgrade my plan to use that. But the settings pages all work, and my invoices are all just sitting there waiting.
Response from Apptivo
Hello Sean,
Thank you so much for taking the time to post this review! We're glad that you enjoyed using Apptivo as a customer for many years. The Starter Plan is generally very limited compared to the other plans. We also upgraded versions since you first created an account with us. This might have caused some unexpected changes. I apologize for the inconvenience caused and will take your feedback to the appropriate teams to help improve our user experience. Thank you again for your feedback!
Team Apptivo
- Industry: Business Supplies & Equipment
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Unleashing Business Potential with Apptivo
Reviewed on 2023/04/19
The overall experience with Apptivo has been exceptional. The platform's comprehensive range of...
The overall experience with Apptivo has been exceptional. The platform's comprehensive range of tools and features, along with its ease of use, has made it an invaluable resource for businesses of all sizes.
Pros
Apptivo is a highly versatile and user-friendly CRM system that offers a comprehensive suite of tools to manage sales, marketing, and customer relationships.
Cons
This review is focused on Apptivo; however, it is worth mentioning that, in comparison, Sendinblue has certain limitations. Sendinblue is primarily an email marketing platform, and its CRM capabilities may not be as robust or feature-rich as Apptivo's.
- Industry: Education Management
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Excellent first CRM for small companies
Reviewed on 2022/01/21
Pros
Apptivo allows for a broad range of customization possibilities, making it an excellent out-of-the box option for companies transitioning to a first CRM system.
While other competitors may have sleeker design, the consistency of page layouts and button placement was a huge plus for our inter-generational team and made it easier to manage the transition to an online software after years of working with excel and google docs.
The settings interface within each app makes it very easy to learn how to customize basic field, views, and list options - meaning that smaller companies can look to train someone from within to work alongside Apptivo, instead of needing to hire an external administrator.
The Apptivo team is always HIGHLY responsive. From the initial demonstration walk throughs to fine tuning system design and troubleshooting problems, I have found their customer service to be excellent. [SENSITIVE CONTENT] and to all the others working behind the scenes to help us at the different stages of our projects, THANK YOU!
Most of all, I appreciate that Apptivo continues to improve on their product. Throughout the nearly 3 years I have worked with them, the system has developed to continously offer more features.
Cons
As with any option in this price category, there are occasional bugs. Reporting them to Apptivo generally results in a very quick fix.
Slow load times - it has improved somewhat, but still pages sometimes lag.
Reasons for Switching to Apptivo
Our business operations are highly integrated across recruitment, sales, and project management. Most competitors package these separately at additional costs for each area of business process. With Apptivo, we found that the price packages are highly suitable for small businesses with staff repsonsibilities crossing over different business areas. Also, we liked the design as a transition for our team. While some competitors have more modern designs, there often is inconsistency in button placement depending on the operation being effected. With an intergenerational team, we appreciated the consistent design across Apps in Apptivo.Apptivo FAQs
Below are some frequently asked questions for Apptivo.Q. What type of pricing plans does Apptivo offer?
Apptivo offers the following pricing plans:
- Starting from: US$15.00/month
- Pricing model: Subscription
- Free Trial: Available
Starts at just $15 per user/ Billed annually. - comes with 18 Apps, 100 Custom Fields Per App 25 Workflows 8 Custom Dashboards 3rd Party Service Integration 24x7 Support
Q. Who are the typical users of Apptivo?
Apptivo has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Apptivo support?
Apptivo supports the following languages:
English
Q. Does Apptivo support mobile devices?
Apptivo supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Apptivo integrate with?
Apptivo integrates with the following applications:
Asterisk, Dropbox Business, Fuze, Gmail, Google Calendar, Google Contacts, Google Drive, Google Forms, Google Maps, Google Workspace, Microsoft 365, Microsoft Outlook, OneDrive, Operations Hub, PayPal, QuickBooks Online Advanced, RingCentral Engage Voice, Sign.co, Slack, Stripe, WordPress, Xero, authorize.net
Q. What level of support does Apptivo offer?
Apptivo offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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