Apptivo Reviews

Apptivo is THE Best CRM Software System Available!!

Comments: 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!

Before you purchase a CRM solution, You really have to check this out!!!

Comments: So far, everything's been great. It's been very easy to setup as I want. When I've had questions, there's the chat box for support and they've been VERY helpful every time I've asked.

Pros:

Apptivo is the first collaborative, simple, and cost-effective way to manage customers, pipeline, & calendar that I've found. Most others that offer similar functionality will cost you an arm and a leg. Or they'll be reasonable at first, then they'll get you for each of the "add-ons" that you need to make a whole solution for your organization.

Cons:

Some of the apps are not quite as intuitive as some others, but that's to be expected considering their business purpose.

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.

Great CRM solution for small business

Comments: I think it's really easy to setup and use for less technical people, great for freelancers, small businesses and mom and pop shops who don't need or want data driven CRM systems. If you have a single person who can juggle multiple aspects of customer service it's cost effective or a small team it's worth it.

Pros:

When my client asked me to look into a customer management solution to start to transition away from paper and Excel sheet based documents, I looked into several options including Salesforce. The price was good and comparable to Salesforce but I think many small businesses, your mom and pop shops don't really want or need more in depth data analytics. I think that's where Apptivo is better and easier to use for small business who aren't as data driven.

Cons:

What I didn't really like is that for roughly the same annual price per single licence compared to Salesforce was in Apptivo limits the account to a single user. If you have more than one person who handles customer service, marketing, invoicing etc, the cost is a lot more.

Decent Suite of Productivity Apps

Comments: I would give this 4 out of 5. I love the fact that it is offered for FREE for up to 3 users so great for small start up companies. There are tons of apps you can add and customize per your needs.

Pros:

One stop shop for many productivity apps such as supply chain, CRM, HR, Accounting etc. Customer service are always available via chat and very helpful. They will even do screen share and troubleshoot the issues.

Cons:

Some of the templates such as purchase order, packing slip are hard to customize. Some of the fields do not display consistently.

Apptivo features

Comments: Good CRM tools

Pros:

Ease of use, sales and contact management in CRN was good.

Cons:

Little bit costly and performance is average.

a powerful marketing tool

Comments: almost 2 years of use, I am more than conquered

Pros:

it's easy to use and customizable, suitable for any type of business

Cons:

I sometimes have small billing errors, but if not, everything's fine.

Review

Comments: I have been very pleased so far with Apptivo.

Pros:

Ease of use, great customer service. I can access it from anywhere. Very customizable.

Cons:

The website can be sluggish. The android app is not ideal.

I wanted to love this product

Comments: Customer Service is great. If you have an IT department that can do your troubleshooting you will find a willing and helpful partner with Apptivo. Their customer support team is top notch! I did not have the knowledge base to use the app successfully.

Pros:

I really loved the idea of the 360 view.

Cons:

It took me a while to really understand the components, but I felt in the end I was entering repetitive information. I could not get the logic chain and while have so many options is great, I would also determine which concepts I needed to get to my end goal.

Recommending Apptivo

Comments: Excellent

Pros:

Ease of use and when I need help, I get it quickly and thoroughly.

Cons:

It has so much we are not using and we probably should be using more

Apptivo for Sales Forecasting

Comments: We are software start up and needed a CRM to manage Leads, Contacts, Opportunities and track project implementation. Apptivo does all this. And if it does not do exactly what you want OOTB, Kamala and her team will customise it for you. The implementation support and customisation folks were easy to work with and understood our requirements. I was very impressed at the level of engagement and enthusiasm to get Apptivo customised to how we needed it to be.

Pros:

Apptivo is very easy to use, and integrates seamlessly to other apps. The ability to customise to suit our specific needs was a big plus in our purchasing decision. I have used a few of the other CRM solutions, and find Apptivo one of the best CRMs for sales forecasting and pipeline management.

Cons:

Would be good to Click on the name and the Opportunity or Contact would open up. But to view an Opportunity or Contact, you have to move the mouse to the right hand side and click on the 3 Dots (Actions). I find this a little annoying.

Apptivo - new course of business

Comments: After having been using Apptivo for a couple of months now, we can see that we made a good decision choosing Apptivo. The user team loves it and we are still exploring new ways to use it in its full potential.
It is packed with lots of brilliant solutions.

Pros:

Apptivo is a great system, it so simple and intuitive from a user perspective that only basic training is enough to start working in it. It is great that we could customise the fields and we could build it to mirror our process map perfectly.

Cons:

I think, Apptivo has a certain system logic and it wasn't explained to us very well in the training materials. so when we started to build the system we made some big learning curves that would have been avoidable. There are lot's of training materials available but it's a pain to find answer to our questions when trouble shooting. Help line chat very handy though.

Apptivo Training and Configuration Support

Comments: In general, a very positive experience. I have found the online "chat" support to be hit and miss, with a lot of the agents not having much knowledge in helping solve the problem at hand. Conversely, the "paid" configuration support has been generally excellent. My configuration support rep ("[sensitive content hidden]") has been a tremendous help in custom configuration assistance.

Pros:

The "all-in-one" aspect of various business modules makes this more than just a CRM tool.

Cons:

Some of the relationships between fields in the various modules do not work as advertised and/or need work-arounds in the configuration

customer help

Comments: Im in the process to solve and set the marketing tools

Pros:

marketing tools, customer help the way the people helped me

Cons:

configuring all the process i had too many options

Really helpful chat & Support function

Pros:

Really helpful and fast responsive chat and support. Always seem to resolve any issues. So glad to have the feature

Cons:

Doesn't connect with LinkedInThe sales funnel is convoluted

Apptivo for Sales

Comments: Generally okay. but still getting to know how to use it.

Pros:

It is an easy to use product and has the flexibility to customise

Cons:

I have found that the import function is not intuitive

Apptivo Database

Comments: All good, helpful support team

Pros:

We like to see clearly how our clients are positioned and have access to searches

Cons:

Not having an Apptivo manual to work from

Always surprising me with it's capabilities!

Comments: The [SENSITIVE CONTENT] of the rescue is not tech savvy and is constantly on the road picking up feral cats, taking cats to the vet, managing the foster network, running the operations of the rescue and setting up appointments for adoption interviews. She needs as much information at her finger tips (smart phone, ipad or laptop computer) as she can get. The goal is to use Apptivo to reduce her workload, help her be more organized and reduce her driving around just to pick up files from various people just to have the data she needs on any given day. We are using Apptivo to enter all the data we can so she can update data and status's on the road in her free time. Also so she doesn't have to send as many texts and emails to get answers because all the answers she needs will already be data entered into Apptivo.

Pros:

The ability to CUSTOMIZE! Customized fields for contacts, companies and I can make my own custom apps! Also customer service and the engineering teams are top notch! 24/7 support. 90% of the time they can help me. The 10% of the time they can't and refer me to engineering for unique situations the engineering team is great at reaching out to me quickly to resolve the problem. Not a perfect app, but they are receptive to suggestions and ideas. They work to implement user suggestions. I've seen them implement my ideas from using them with my company.

Cons:

No way to track ages by birthdate. Yes, you can use a date field to track birth dates, but I need a field that shows me a client's CURRENT AGE based on their birthdate field. With hundreds of children clients in my database it's super important to know who has a birthday coming up and how old they are exactly on any given day. It would be even better if the birthday field was set up so you could set alerts/reminders that birthdays are coming up that month, that week and today. Remembering a kid's birthday means the world to them! We also are trying to find homes for cats. They too age every day. Knowing their current age is super helpful when trying to find them homes. With hundreds of cats that are in our system that we are trying to place we need a quick view of all the cats and correct CURRENT age based on their birth date.

Great experience

Comments: We are a small & medium company located in Europe with subsidiaries in US and Asia. We were looking for a provider which could (1) allow each subsidiary to view each other's customers (to increase the lead generation); (2) enable us to standardize our data (previously we were entering data into Excel without proper format); (3) facilitate data analysis and (4) enable us to streamline and automatize as much as possible the process from price offer to invoicing.
After extensive research, we selected Apptivo for our CRM solution. Having to deal with lots of lists of companies from different countries, dealing with multiple currencies, it was not easy to find a CRM which is easy to use, affordable and yet can meet our demand. We have been using Apptivo for one year now and we are very happy with our choice. It was a necessary step to professionalize our business process.
There is probably much more we can do with the application which we haven't explore yet. We are now using CRM, HR, Suppliers, items and Invoicing app within Apptivo.

Pros:

Easy to use, flexible, great value for money, great support (very friendly and quick), easy to import/export your data back into Excel.

Cons:

We found a few small glitches (no space between "Mr." and "Name" when exporting the fields; or one functionality in invoicing did not work), but the support team was very quick in fixing those.

Best Bang for the buck on the market! Adaptability and ease of use with scalability!

Comments: Functionality and accurate data collection that was flexible to meet my needs! Hands down the best solution on the market for the price point!

Pros:

Ease of USE and layout modifications! The layout is so easy and adaptable to collect the information simply from other users. Databases are only as good as the information you put into them. Apptivo makes it so SIMPLE getting the info in and thus making it powerful!

Cons:

Very few, because it is cloud-based they are constantly adding customization features and options and sometimes the functional icons show up in the Customization Settings of the Administrator and there is no documentation for the new functionality as of yet. I would much rather have this problem than them not update the customization functionality though. This database is unbelievably scalable and constantly improving!

Great CRM that Scales for your Company's Needs

Comments: Apptivo has helped us better manage our business processes and sales pipeline. It's very easy to use with a very easy learning curve.

Pros:

Ease of use, easily customizable with an app design that provides every team member with exactly the access and tools their particular role requires. Also, customer service is excellent.

Cons:

Occasional hiccups in some of the marketing tools but customer service is excellent so it's never been even an inconvenience.

All-in-one ERP - broad coverage at a reasonable price

Comments: All-in-one business software, good support and value for the money.

Pros:

An extremely broad range of applications. Apptivo beats most competitors in this respect; it really is an 'all-in-one' ERP in fact - not just a CRM. At the same time Apptivo is excellent value for the money. The 'in-app' live chat support is especially helpful, as you can deal with issues as they occur. The pricing is per user, broadening the base of potential organizations who will find Apptivo appealing from the outset, and scaling as the organization grows larger.

Cons:

Being a 'jack of all trades', Apptivo cannot be expected to excel in every area. Some features - such as the two Wordpress plugins - seem neglected and are seldom updated or promoted. Given the popularity of WP it seems to be a missed opportunity to expand into the help desk market. Another example would be the customer portal, it seems a bit awkward. The customer must sign-up through Xinnect and then Apptivo as well to access their portal, even though Apptivo might not be relevant to them. It is also difficult to control exactly what clients will see, and they are shown a lot of irrelevant fields, even though there is a rudimentary role assignment mechanism. Combining this with cases (tickets) and answers (knowledge-base) should in theory provide an alternative to a help desk, but it is a long way round.

Great Support and Product

Comments: Plain and simple, Apptivo and their team are great.

Pros:

The ease of use for this product is great. At first it was a little tricky getting used to the system to setup the entire CRM. BUT, the online customer support team is phenomenal. They are quick to answer and knowledgeable on how to get exactly what you want. I just had a work-through to modify a portion of my app and [SENSITIVE CONTENT] helped me out with ease and rather swiftly.

Cons:

It is a little slow (not bad at all) when refreshing pages or sending emails from Apptivo. I would guess it is approximately a 2-3 second lag versus just sending emails out via Outlook or any other service. This is NOT a huge negative, especially since the rest of Apptivo and all the bells & whistles are so good.

Great CRM with Amazing Service!

Comments: The overall experience with Apptivo has been GREAT. Our onboarding process was seamless and smooth. The Apptivo Team is responsive and they are very professional. There is always a quick turn-around on most issues and their staff is polite and knowledgeable. Tech Support is GREAT and they respond to you within a quick timespan. Our company is fairly new to this platform and we are still making changes that will continue to enhance our experience.

Pros:

This software is rich in features. It has apps that will cater to every department within a company and if the standard ones do not suit your need one can easily be customized. Navigation and customization within apps are easy and the platform is very user friendly. Our previous system was a bit complicated for our users but this platform simplified a lot of processes and tasks that enhanced productivity. It's easy to look up information and export to Excel, create tables, link fields, and the list goes on. This is really a great CRM system if you are looking for something that is cost effective and that will give users a good experience.

Cons:

The reporting feature in this platform is lacking. Also, if tables are customized then it's hard to search and filter on the fields. Integration with Calendar has been problematic. The News Feed feature does not capture all changes or even detailed changes so it is hard to find historical data.

Affordable ERP that does most things well

Comments: I have been happy with Apptivo and think it offers great value for money for a small organisation. It is hard to find an affordable solution that covers sales, finance, supply chain, project management and engineering all in one package.

Pros:

It covers most aspects of our business from customer management, inventory control, quoting, supplier purchase orders and shipping. It has a simple interface. The support team is excellent and very responsive to client questions.

Cons:

Support documentation is light on and the website is not that easy to navigate for information. Integration between the various apps is problematic as it is difficult to get a birds eye view of the business.