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!

An Amazing CRM Solution For Business

Pros:

I like the ticket management features and that the software comes with amazing online CRM capabilities It makes lead management easy and also comes with account management features too It is a great help desk solution and makes customer success easy

Cons:

With Apptivo, there has been a smooth transition and no problems.

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.

Easy to use, superb support

Comments: Very good. Support has been really reactive and immediate and has been top notch.

Pros:

Very easy to use and adapt. TO change the system is a simple matter.

Cons:

Some of the explanations are a little counter intuitive due , i think, to sub-continental linguistic usage rather than being incorrect per se (e.g. "trigger will fire in the next year" means the trigger fires in a year's time NOT in the next 365 days which is how we read this ). Some manual pages need the English to be standardised but generally speaking all seem easy to understand.

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.

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.

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.

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

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.

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

Flexible Software Platform

Comments: Cloud-based product is easy to use from anywhere, including mobile device. We required significant system customizations and most were successfully implemented. While we have trouble resolving issues using Apptivo's general Tech Support chat function (probably due to our breadth of customizations), our PM and Apptivo's technical team always provide good support when we have issues to address!

Pros:

Its ability to accommodate the range of sales and technical information we track in a CRM. The Apptivo team was willing to affordably undertake necessary customizations to tailor the product to our business model.

Cons:

Certain basic tools (i.e. drag and drop column-builder) are not features of this system. List upload function is complex. Mobile functionality is somewhat limited. Outlook integration is less user-friendly / flexible than ideal. Reporting functionality is limited without customized reports.

Great Product

Comments: Overall, this product has streamlined and simplified the way we do business, contact our clients, and regulate their access to data.

Pros:

Apptivo CRM is very user friendly. It is also very flexible so it can suit your business the way you do business

Cons:

If I feel like there is something missing, I can report it to Apptivo and they usually put it in their pipeline and add it to the software.

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.

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

Exceptional App Experience: A Review of Apptivo

Pros:

It streamlines and simplifies the business operations process.

Cons:

I adore the features and haven't come across anything I dislike so far.

Apptivo CRM

Comments: We have had an overall positive experience with Apptivo. We have been able to capture information we were not able to have in our last CRM, and also streamline workflows with dashboards and automated reporting.

Pros:

Ease of use and customer service. It is very convenient to be in Apptivo and be able to pull up a chat with support real-time, with the ability to attach screenshots, and even have the support representative start a screen share to further investigate issues. If the representative is not able to answer my question, they create a ticket on my behalf for the team to follow up on.

Cons:

The inability to report on fields that live in different apps. This was a key feature we had noted when looking at CRMs and the expectation was that this functionality was 6 - 12 months away in Apptivo, however 3+years later it still does not exist.

Inclusive Business suite

Comments: Overall, Apptivo is still a fantastic system and the customer service has been amazing. To integrate all of our working systems in to one and tailor to our business needs is still a fabulous achievement.

Pros:

Apptivo is a fantastic system which incorporates many areas of our business in to one system. Previously we were paying for various online packages such as a CRM System, Invoicing package, HR system etc, but now we have one system to all.

Cons:

As the Apptivo packages are separate apps, it took a while to create the flow that suits our business and moving information between the apps is not seamless and to date is still not 100%. Given this was a tailored package, i did expect seamless integration between all the apps.

Knowsley

Pros:

Easy to use, good value for money, flexible

Cons:

Estimates App not talking to Opportunities App , i.e. updating information once Estimates App

Great Customer Service

Pros:

very customisable, easy to use for a beginner

Cons:

I dont think there is anything i didn't like

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

Comments: 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).

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.

Sophisticated & cehap sales and marketing tool

Comments: Many businesses may control their customer experience to achieve consistent revenue growth.

Pros:

You may enter notes and personal information for each contact.It is useful for keeping connections up to date and relevant.They are open to client criticism and aim to adjust swiftly.

Cons:

There is no uniformity between the applications.Importing new addresses is difficult. They offer an importer however I've found that manually adding them is sometimes quicker.

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!

Apptivo Customization for Business Workflow

Comments: Developer/customization team has been outstanding and continue to be great partners as we tweak the implementation. It took us 11 months (somewhat due to the constraints with the pandemic and some very busy months) to launch the product, but the development time yielded a much better solution than we might have first imagined. We wanted to have a near completely finished product before putting it into the hands of the users. The timeframe was solely dependent on our time to review our needs and assist Apptivo with their work for us. They were extremely patient and supportive through the entire process and continue to be that way now that we're doing final adjustments based on team experiences and feedback.

Pros:

Selected this software based on flexibility to use modules and customize to enable the creation of an entire workflow within one application/one database. Able to replace several, disconnected data sources and reduce duplicate data entry. Already established integrations with desired third-party apps.

Cons:

Some integrations required more work and customization than initially expected; some API integrations still need some work to achieve our expectations.

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.