What users are saying about
4 Ratings
4 Ratings
4 Ratings
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Score 8.3 out of 101
4 Ratings
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Score 8 out of 101

Likelihood to Recommend

ALTO Exchange

This is a good portal for accounting and even sales personel to use in their jobs if they are needing to access purchase orders from our customers
No photo available

Apptivo

(UPDATE: Please note that my review was for the Version 5 of their apps. They have recently updated 2 of their main apps to V6 which show a lot of improvements. The sad thing however is that many of their 40+ apps never even made to V5 let alone V6. V5 to V6 has taken over a year and only the core apps are getting attention.)

As it stands Apptivo is only useful for one person or sole trader type entities. If your business wants to use all the apps and works internationally then Apptivo will create headaches and frustration rather than increasing productivity. They may solve many of the 100+ items we provided them with free of charge in an upcoming release, but we left with a bad taste in our mouth. Countless hours lost in our business while we acted as bug finders for Apptivo while paying for the product.
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Feature Rating Comparison

Sales Force Automation

ALTO Exchange
Apptivo
4.7
Customer data management / contact management
ALTO Exchange
Apptivo
8.7
Workflow management
ALTO Exchange
Apptivo
6.8
Territory management
ALTO Exchange
Apptivo
4.5
Opportunity management
ALTO Exchange
Apptivo
4.5
Integration with email client (e.g., Outlook or Gmail)
ALTO Exchange
Apptivo
6.0
Quote & order management
ALTO Exchange
Apptivo
1.0
Interaction tracking
ALTO Exchange
Apptivo
1.8
Channel / partner relationship management
ALTO Exchange
Apptivo
4.5

Customer Service & Support

ALTO Exchange
Apptivo
5.7
Case management
ALTO Exchange
Apptivo
7.7
Help desk management
ALTO Exchange
Apptivo
3.6

Marketing Automation

ALTO Exchange
Apptivo
4.5
Lead management
ALTO Exchange
Apptivo
4.5
Email marketing
ALTO Exchange
Apptivo
4.5

CRM Project Management

ALTO Exchange
Apptivo
7.3
Task management
ALTO Exchange
Apptivo
8.7
Billing and invoicing management
ALTO Exchange
Apptivo
4.5
Reporting
ALTO Exchange
Apptivo
8.7

Customization

ALTO Exchange
Apptivo
6.4
Custom fields
ALTO Exchange
Apptivo
6.4
Custom objects
ALTO Exchange
Apptivo
6.4

Security

ALTO Exchange
Apptivo
9.8
Single sign-on capability
ALTO Exchange
Apptivo
9.9
Role-based user permissions
ALTO Exchange
Apptivo
9.7

Platform

ALTO Exchange
Apptivo
9.7
Mobile access
ALTO Exchange
Apptivo
9.7

Pros

ALTO Exchange

  • Clean easy to navigate interface
  • Excellent and accurate customer service
  • Easy to get activated for both customer and vendor relations
No photo available

Apptivo

  • Good for streamlining project management on projects over a long life cycle.
  • Helpful in keeping contacts up to date and relevant.
  • Streamlines processes across the organization where there are many departments.
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Cons

ALTO Exchange

  • When submitting an invoice and error is generated the error is not too clear on how to fix the issue
  • Ability to scan or upload PDF invoice to customer
  • Email confirmation that invoice has been successfully submitted
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Apptivo

  • Homescreen claims to be the center of the application however the sub sections are mostly flawed or do not function as one would expect.
  • The built in email client kinda works but depending on which section of the app you are in the default font will be different from your signature. Also you cannot add a cell phone to staff signatures. I asked about this for months. It was never fixed. When will CRM companies learn that email is STILL the center of many business. It is unacceptable to have different fonts in the same mail and signatures that change from client to client.
  • They frequently messed up our contact data.
  • Multi currency exists on invoices but not on other apps.
  • Fragmentation with their apps....some apps are still on version 3 some on 4 and some on version 5. This means you are forced to deal with 2 or more different user interfaces within the same app.
  • No consistency between the apps.
  • Often there is little or no integration between the apps inside Apptivo.
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Usability

ALTO Exchange

No score
No answers yet
No answers on this topic

Apptivo

Apptivo 2.7
Based on 1 answer
Our uses kept running into bugs that stopped them from doing simple things like creating a contact or selecting an item from a custom drop list which is required to save the contact or item. This of course is after time was spent filling out all the previous data which gets lost when you cannot complete the form. This is just one example of many.
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Implementation

ALTO Exchange

No score
No answers yet
No answers on this topic

Apptivo

Apptivo 3.6
Based on 1 answer
If you are starting a business and want a free app or nearly free app that can grow with you....then apptivo could be for you. However if you grow faster than them then you will be quickly seeking alternatives
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Alternatives Considered

ALTO Exchange

N/A this was setup by my customer for us to use
No photo available

Apptivo

The price was right for what we needed to use Apptivo for (the CRM and the contact management/project management models). And, we needed something basic and easy to implement so we could get up and running with little down time. The other systems we evaluated didn't seem to have the exact pricing and features/functionality we were looking for so we made the determination that Apptivo would be the best fit.
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Return on Investment

ALTO Exchange

  • Too early to tell just started using it
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Apptivo

  • Helped us increase time to completion of projects.
  • Allowed us to execute on customer service and response times.
  • Elevated our department's visibility within the organization for a more streamlined workflow.
No photo available

Pricing Details

ALTO Exchange

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required

ALTO Exchange Editions & Modules

Additional Pricing Details

Apptivo

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Apptivo Editions & Modules

Edition
StarterFree1
Premium$101
Ultimate$251
EnterpriseN/A
  1. Per User per Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

ALTO Exchange
8.2
Apptivo
6.3

Usability

ALTO Exchange
Apptivo
2.7

Implementation

ALTO Exchange
Apptivo
3.6

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