What users are saying about
4 Ratings
20 Ratings
4 Ratings
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Score 8 out of 101
20 Ratings
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Score 8.4 out of 101

Likelihood to Recommend

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.
No photo available

Capsule CRM

If you want a super robust CRM that does it all, Capsule is not the way to go. It's missing a lot of elements that more powerful CRMs have (though it makes up for it with many integration possibilities). But in my opinion, that simplicity can be a good thing if you just want a way to keep track of your sales pipeline. A lot of people don't have the time or mental bandwidth to learn a new system, and it's better to learn something simple than to barely use something powerful. Capsule is also great if you have to keep track of a lot of contacts--a small PR firm would find this very useful.
Rosi Muñoz profile photo

Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
Capsule CRM
8.9
Customer data management / contact management
Apptivo
8.7
Capsule CRM
8.9
Workflow management
Apptivo
6.8
Capsule CRM
8.9
Territory management
Apptivo
4.5
Capsule CRM
Opportunity management
Apptivo
4.5
Capsule CRM
8.0
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
Capsule CRM
9.9
Quote & order management
Apptivo
1.0
Capsule CRM
8.4
Interaction tracking
Apptivo
1.8
Capsule CRM
8.3
Channel / partner relationship management
Apptivo
4.5
Capsule CRM
8.9
Contract management
Apptivo
Capsule CRM
9.7

Customer Service & Support

Apptivo
5.7
Capsule CRM
7.0
Case management
Apptivo
7.7
Capsule CRM
10.0
Help desk management
Apptivo
3.6
Capsule CRM
4.0

Marketing Automation

Apptivo
4.5
Capsule CRM
8.0
Lead management
Apptivo
4.5
Capsule CRM
8.0
Email marketing
Apptivo
4.5
Capsule CRM
8.0

CRM Project Management

Apptivo
7.3
Capsule CRM
8.1
Task management
Apptivo
8.7
Capsule CRM
9.8
Billing and invoicing management
Apptivo
4.5
Capsule CRM
7.0
Reporting
Apptivo
8.7
Capsule CRM
7.5

Customization

Apptivo
6.4
Capsule CRM
6.6
Custom fields
Apptivo
6.4
Capsule CRM
6.5
Custom objects
Apptivo
6.4
Capsule CRM
6.0
Scripting environment
Apptivo
Capsule CRM
6.0
API for custom integration
Apptivo
Capsule CRM
8.0

Security

Apptivo
9.8
Capsule CRM
7.5
Single sign-on capability
Apptivo
9.9
Capsule CRM
8.0
Role-based user permissions
Apptivo
9.7
Capsule CRM
7.0

Platform

Apptivo
9.7
Capsule CRM
7.0
Mobile access
Apptivo
9.7
Capsule CRM
7.0

CRM Reporting & Analytics

Apptivo
Capsule CRM
7.5
Forecasting
Apptivo
Capsule CRM
7.4
Pipeline visualization
Apptivo
Capsule CRM
8.2
Customizable reports
Apptivo
Capsule CRM
7.0

Social CRM

Apptivo
Capsule CRM
6.5
Social data
Apptivo
Capsule CRM
7.0
Social engagement
Apptivo
Capsule CRM
6.0

Integrations with 3rd-party Software

Apptivo
Capsule CRM
6.0
Marketing automation
Apptivo
Capsule CRM
6.0

Pros

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.
No photo available

Capsule CRM

  • Contact Management
  • Sales Forecasting
  • Easy to use
  • Gmail integration
No photo available

Cons

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.
No photo available

Capsule CRM

  • There are more comprehensive features in other CRMs. I wish there was the option to have multiple sales pipelines as PipeDrive has.
No photo available

Usability

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.
No photo available

Capsule CRM

No score
No answers yet
No answers on this topic

Implementation

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
No photo available

Capsule CRM

No score
No answers yet
No answers on this topic

Alternatives Considered

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.
No photo available

Capsule CRM

SuiteCRM, & SugarCRM were the other final contenders when I chose Capsule CRM. I don't remember what was the final factor in making a decision, but I know that the amount of database you can get for free was really my main consideration, and the ability to grow into the paid version was great as well.
Alicia Barevich, bCRE, bCEE profile photo

Return on Investment

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

Capsule CRM

  • Essential to running the business
  • If we didn't have it would have to use something else
Harry Longman profile photo

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

Capsule CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Capsule CRM Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Apptivo
6.3
Capsule CRM
8.7

Usability

Apptivo
2.7
Capsule CRM

Implementation

Apptivo
3.6
Capsule CRM

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