Apptivo Reviews

Perfect for my needs as solopreneur

Pros:

I value tools that are not just efficient but also adaptable. Apptivo CRM has truly impressed me in this regard. As a solopreneur, I understand the need for a CRM that seamlessly integrates with various apps and platforms. Apptivo shines in this aspect. Its integration capabilities allow me to create a tailored tech ecosystem that perfectly suits my unique requirements. One of the key selling points is its ease of use. Just like I advocate for simplicity in coaching and leadership, Apptivo offers an intuitive interface that saves time and ensures a smooth user experience. It's a valuable asset for any solopreneur. What's more, Apptivo effortlessly syncs with the Google product suite, which is a tremendous advantage for someone like me with deep roots in the tech world. It's like a seamless extension of my experience at Google, making my CRM journey that much smoother.The integration with Stripe is a game-changer for managing payments and finances. It's the perfect addition for a solopreneur, allowing me to maintain financial control just as I help sales leaders implement impactful plans and strategies.The customer service is amazing. They respond to chat inquiries immediately.

Cons:

Without some understanding of how CRMs work - like objects and APIs - I would imagine that a newbie facing some challenges and needing assistance from customer support.

Apptivo for 1-man business

Comments: Very helpful in staying on top of follow-up activities.

Pros:

Combination of affordability and functions

Cons:

There are some auto-fill features that would help avoid duplicate data entry: i.e. business address for multiple employees/contacts.

Decided to switch to something else

Comments: 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.

City Connection Entertainment

Comments: After seven years of using this program, I couldn't do what we do without it.

Pros:

This program with all its functionalities helps to manage my company.

Cons:

Have to be patient to set it up, but apptivo support is there to help.

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

Unleashing Business Potential with Apptivo

Comments: 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.

Support

Comments: 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

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, the best solution for any business

Comments: Step-by-step we are implementing Apptivo in our business processes where possible and sofar I haven't seen a thing that is not possible.

Pros:

The fact that I can add and delete fields and have full control over the attributes of any field. Conversions to the next step is amazing, however, this options needs a few more possibilities.The fact that it integrates with Xero is very good and your staff today gave me possible solutions to sync with more than 1 Xero, which is great.

Cons:

It is an online solution and we are dependent on the internet and overseas cables. This makes is sometimes a slow solution. The receiving email functionality is not great and we will continue using Outlook. The sending email functionality is great.

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.

Here's What You Need to Know

Comments: Fulfilling

Pros:

Do not be decieved by Apptivo's simple interface. It is POWERFUL. Imagine having Sales Force, Mailchimp, Quickbooks all combined into one application that works on all types of devices. That is what apptivo is. I like the fact that there is an app for everything within the Apptivo app itself, and all those apps are free! I like that when i'm customsing and i spot an issue, i click the help button and [SENSITIVE CONTENT HIDDEN] or another support team come online in literally 12 seconds and tell me how to solve the problem. I like the fact that i'm paying just 20 dollars for this instead of 120 dollars per user for sales force. I like the fact that i can customise invoices, set up email templates, set up triggers so whenever i create a type of customer a special type of email is sent from a special address. If i keep going on, i won't stop

Cons:

I really can't think of anything. Maybe i do not really like when i cant find a feature, but when i report it, 10 days later i get an email that feature was added. So they solved that problem

New user that is loving the customization and support

Comments: The support team lead by Velu has given me a lot of confidence as a new user. Having access to experts that respond to my inquiries quickly and thoroughly has been very helpful and is the reason I've already been recommending Apptivo to my fellow entrepreneurs.

Pros:

The support at Apptivo in AMAZING! I worked with a team to import 15K+ contacts and 72K+ emails and notes from another CRM. They have been extremely helpful, responsive, and on top of all the technical challenges I've had along the way with getting started. I evaluated numerous other CRMs before deciding on Apptivo. I like the ability to customize this CRM to your needs, the price point is fair, and their support team has been extremely helpful with the importing process.

Cons:

The import process was time-consuming based on the amount of data I had to bring over and the fact that my old CRM didn't provide an SQL file to make it simple. This is no fault of Apptivo. Features I would like to see: 1. Add email sequences to the Premium plan 2. Fixes are needed for the email sequence, Gmail sidebar, and Triggers (I have put in support requests for these items 3. Add the ability to create simple invoices without having so many required fields. All the required fields in that app make the functionality not work for my business, so I create invoices on another platform

Designed for us

Comments: We needed a CRM system that really could be bespoke to our unique needs as an organisation. Having outgrown our previous CRM when it wasn't able to be flexible enough to grow with us, we needed to ensure that not only could be track engagements, manage contacts, track event participation -- as well as set up considerable amount of event triggers for email notifications and much more. The Apptivo team really never said "No, we can't do that". It was always a case of let's go away, see what we can do, and they came back with a solution. Very impressed with the support we received from Apptivo.

Pros:

Apptivio was already a full-featured product when we identified it as a suitable replacement for our existing CRM system, which we'd outgrown as an organisation. The ability to further customise it to our specific needs, through the support of their friendly, professional services team, guaranteed that it would tick all of our boxes. We're still finding new things to use Apptivo for, and it's great to have all of these features in one product which integrates with our Office suite.

Cons:

We heavily customised what the product is capable of, syncing it with our Xero accounting package as well as Office 365. This took considerable effort on the part of Apptivo's support teams -- not a complaint by any means though.

Who Provides GREAT "Chat" Support?

Comments: Replaced ACT Contact Management System to provide realtime access to critical data to make decisions and deliver breakthrough support to our customers and vendors.

Pros:

Apptivo does! Although it's rare that I've had to use Apptivo "Chat" Support. Today, was another example where Naresh went above and beyond to get a Supervisor to fix an important Account Set-up. On a prior Chat call, Apptivo suggested a remote session where the representative quickly identified the Advanced Capabilities required to import a complex database. My company does not sell or represent Apptivo although we are in the enterprise software integration industry. Apptivo sets a new standard of excellence in support that organizations small and large can depend.

Cons:

Additional pre-built integrations are time savers and Apptivo has more work to do in this area. Professionally, I'd rather have a solid framework of broad core features that is competitively priced than can be used by everyone in the company.

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.

If you need something customized to your business it doesn't get better!

Comments: This company is fantastic and a complete joy to work with. Very courteous and fast to correct issues as they arrive. Communication was fantastic.

Pros:

The company does everything in their power to personalize your experience for your needs instead of trying to force your needs into their locked system. Very customizable and if they can't do what you need they will do what they can to implement it later.

Cons:

A bit slow on page changes, updates, and downloads. They need a more robust system and servers.

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.

Great CRM Program

Comments: I love Apptivo, it's perfect for what we need.

Pros:

We recently upgraded to Apptivo after testing out and demo'ing numerous products. Apptivo not only matched our budget, but it had ALL of the features that we needed it! I highly recommend the Apptivo team.

Cons:

There are a few areas where we are having to manually enter the information from our old systems into the new system. The invoices didn't integrate properly and you have to manually get your past appointments on your calendar.

Great way to track projects. A lot of features that can be customized for your specific industry.

Comments: Being able to see any project at any given status at any time.

Pros:

Being able to put numerous fields to retain all project information in several different formats. Ease of reporting by exporting data to excel and going from there. You only have to use what you need. Disabling certain apps prevents you and users with too much information. Great selection of apps to customize for each business. Really enjoy the product!

Cons:

Invoicing is very basic. Not able to use it if you bill hourly. Not enough 1:1 support for highly complex project system setups. Need more reps to have access to custom care. Had pitfalls in reporting, but were addressed fairly quickly, but set us back as a company. Needing to double check items saved in the project you just updated, some data doesn't get saved on the first try. Not being made aware of when enhancements are made and what new features now exist. Reporting on specific users projects - needs ability to set priority is assigned roles and see those rankings constantly.

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.

Great all in One CRM function

Comments: It has taken me time to learn (but all will be the same) but with the support team I managed to create a CRM suit to my business. I have grown with Apptivo and have seen many other tools available I even did not know existed.

Pros:

This CRM has all you need to run a company small or large. It automates your day to day tasks and simplify your processes. Price is the best part. You do not have to pay over the moon for other similar and probably even with less functions CRM's in the market.

Cons:

Integration between "apps" but there is a way round this if you know how. If you do not know the support is very helpful.

Exactly what we needed.

Comments: This is an amazing tool for the price. Being a 10 year Salesforce user, making the jump to Apptivo for the small business I know work in was easy. I'm so impressed not only on the features set but also on their support. This has everything you need to run your business. And it's so nice that the platform can scale as your adoption and business grows.

Pros:

- Very affordable - So many features and applications for running the entire company - Very straightforward interface and easy to learn basics right away - One of the best FAQs and tutorials I have ever seen for a SAAS solution - Customer service is very responsive and helpful. A+++ - A impressive level of integration into other platforms and customization

Cons:

- Limited on ability to delete data or modules once they're created (Have to message tech support to delete) - Custom app builder takes awhile to learn and understand - Are not able to clone apps for different divisons to use seperate from eachother (for instance want to use project management app for our sales team and then seperate instance for our production team. Both can use the same tool but in different ways for tracking)

Best bang for the Buck!

Comments: Importing data is easy - user adoption is fairly quick. The cost is very reasonable for what you get. We are using the CRM features in addition to generating Invoices.

Pros:

The object orientation makes it very easy to understand and to "personalize" - adding fields is a breeze! Also, the Support team is always there to help, instant chat!

Cons:

It is not an accounting system, so I'd like to see some more robust reports such as a Statement would be nice.

Custom Built For Our Specific Needs

Pros:

I love that we are able to add apps as they are needed and our company continues to grow. As someone who does not have a technical systems background, it's great that the Apptivo team was able to work with us and we were able to ultimately get what we wanted.

Cons:

Technical support during the build was frustrating at times due to the time difference and bad connections on calls made communicating difficult at times but overall the Apptivo team did a great job addressing our needs and were patient with us when our focus was diverted to other things.

Great CRM Software

Comments: I have now used Apptivo with two businesses and find it highly functional and easy to adopt.

Pros:

Easy to set up, understand and customize.

Cons:

Takes some e-learning to customize properly but it is easy to accomplish