Apptivo

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Apptivo
Score 8.2 out of 10
N/A
Apptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions.
$10
Per User per Month
Pricing
Apptivo
Editions & Modules
Premium
$10
Per User per Month
Ultimate
$25
Per User per Month
Starter
Free
Per User per Month
Enterprise
N/A
Offerings
Pricing Offerings
Apptivo
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes
Entry-level Setup FeeOptional
Additional Details—
More Pricing Information
Community Pulse
Apptivo
Considered Both Products
Apptivo
Chose Apptivo
Although Constant Contact, Robly, and Mailchimp are more email based, they deal with contacts in a similar manner. Apptivo has more options for things like adding time limits to subscription, assigning leads to certain contacts, etc. Also, exporting addresses is a lot easier …
Chose Apptivo
Apptivo is very comfortable and easy to use. It allows you to obtain a vision of what is happening with the business and control the sales, marketing and customer service processes from a single point. It also has a large number of integrations and administrative facilities …
Chose 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 …
Chose Apptivo
Sellsy is the app that comes closest in terms of feature set. It is a lot more expensive but even with its flaws and terrible Google integration is still is a measurably better product in terms of taking care of your business. Unfortunately for Apptivo it tries to do everything …
Top Pros
Top Cons
Features
Apptivo
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Apptivo
7.7
4 Ratings
0% above category average
Customer data management / contact management10.04 Ratings
Workflow management6.82 Ratings
Territory management4.51 Ratings
Opportunity management10.03 Ratings
Integration with email client (e.g., Outlook or Gmail)9.24 Ratings
Contract management10.02 Ratings
Quote & order management7.53 Ratings
Interaction tracking1.81 Ratings
Channel / partner relationship management9.23 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Apptivo
9.7
4 Ratings
26% above category average
Case management9.24 Ratings
Call center management10.02 Ratings
Help desk management10.03 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Apptivo
10.0
3 Ratings
28% above category average
Lead management10.03 Ratings
Email marketing10.03 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Apptivo
8.9
4 Ratings
16% above category average
Task management8.34 Ratings
Billing and invoicing management9.23 Ratings
Reporting9.24 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Apptivo
10.0
2 Ratings
27% above category average
Forecasting10.02 Ratings
Pipeline visualization10.02 Ratings
Customizable reports10.02 Ratings
Customization
Comparison of Customization features of Product A and Product B
Apptivo
7.2
3 Ratings
5% below category average
Custom fields5.83 Ratings
Custom objects6.63 Ratings
API for custom integration9.22 Ratings
Security
Comparison of Security features of Product A and Product B
Apptivo
10.0
4 Ratings
18% above category average
Single sign-on capability10.04 Ratings
Role-based user permissions10.04 Ratings
Platform
Comparison of Platform features of Product A and Product B
Apptivo
7.8
4 Ratings
4% above category average
Mobile access7.84 Ratings
Best Alternatives
Apptivo
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternatives
User Ratings
Apptivo
Likelihood to Recommend
10.0
(4 ratings)
Usability
9.2
(3 ratings)
Support Rating
9.2
(2 ratings)
Implementation Rating
3.6
(1 ratings)
User Testimonials
Apptivo
Likelihood to Recommend
Apptivo Inc
I would absolutely recommend Apptivo! We have used Apptivo for years, and we wouldn't consider another platform to keep all of our contacts together in one place. It's easy to export certain lists for certain mailings and to add/remove new contacts and move things around as needed over time. There's freedom to adding new contacts and the pricing is phenomenal
Read full review
Pros
Apptivo Inc
  • Built in support for new users.
  • Basic crm works...just dont expect it do anything well beyond the basic.
  • Price.
  • Google Apps integration is better than a lot of the competition who charge and anwful lot more.
  • They are open to and try adapt quickly based on customer feedback.
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Cons
Apptivo Inc
  • Dashboard and interface subsections are a bit clunky re: functionality.
  • Built-in email client isn't always a feasible option for efficiency (signatures are different, contacts don't always update accordingly).
  • Consistency and integration between apps is not always optimal.
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Usability
Apptivo Inc
Without a doubt, the best thing about Apptivo is that it has become a perfect internal and external communication platform. This platform will allow you to know who is taking care of certain tasks with clients and control all projects with your clients. With very affordable plans for your pocket, it has a free version for up to 3 users. It far surpasses quite a few CRMs in the same category. Apptivo CRM allows you to customize many details and work with it does not consume time or resources. You are faced with a very comfortable software to use, simple and well designed.
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Support Rating
Apptivo Inc
Apptivo is always quick to respond whenever we have had a problem over out time of using the program. The customer service reps are always very polite and professional in their responses and are very knowledgeable! I have never gone to them with a problem that they don't do everything in their power to help solve, and most times they have (abbreviating states is the only issue we weren't able to solve).
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Implementation Rating
Apptivo Inc
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
Apptivo Inc
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.
Read full review
Return on Investment
Apptivo Inc
  • It allows me to get a vision of what is happening with the business
  • control sales, marketing and customer service processes from a single point
  • facilitates administrative tasks
Read full review
ScreenShots

Apptivo Screenshots

Screenshot of Customize each app by dragging and dropping each attributeScreenshot of Project management gantt chartScreenshot of Convert a lead into a contact, customer, and/or opportunity