What users are saying about

Apptivo

4 Ratings

Copper

20 Ratings

Apptivo

4 Ratings
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Score 8 out of 101

Copper

20 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.4 out of 101

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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

Copper

Copper is the perfect CRM for businesses and organizations that use G-Suite. It integrates seamlessly with Google products and makes data entry a thing of the past. With a simple click, you can import leads from your Gmail conversations or import a prebuilt list in a matter of minutes. Copper is truly customizable and is very easy to make the CRM work for you. It is very easy to create custom fields, manage leads, people and opportunities, and run reports on user activity, pipelines, and more. I think Copper is less appropriate for organizations that may need very complex CRM environments and do not leverage Gmail or G-suite products. Copper is the CRM for Google users.
Erik Viager profile photo

Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
Copper
7.4
Customer data management / contact management
Apptivo
8.7
Copper
9.3
Workflow management
Apptivo
6.8
Copper
7.3
Territory management
Apptivo
4.5
Copper
6.0
Opportunity management
Apptivo
4.5
Copper
9.3
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
Copper
10.0
Quote & order management
Apptivo
1.0
Copper
4.2
Interaction tracking
Apptivo
1.8
Copper
9.8
Channel / partner relationship management
Apptivo
4.5
Copper
6.1
Contract management
Apptivo
Copper
4.8

Customer Service & Support

Apptivo
5.7
Copper
8.7
Case management
Apptivo
7.7
Copper
8.0
Help desk management
Apptivo
3.6
Copper
9.0
Call center management
Apptivo
Copper
9.0

Marketing Automation

Apptivo
4.5
Copper
8.3
Lead management
Apptivo
4.5
Copper
8.6
Email marketing
Apptivo
4.5
Copper
8.0

CRM Project Management

Apptivo
7.3
Copper
5.9
Task management
Apptivo
8.7
Copper
7.4
Billing and invoicing management
Apptivo
4.5
Copper
3.0
Reporting
Apptivo
8.7
Copper
7.3

Customization

Apptivo
6.4
Copper
7.9
Custom fields
Apptivo
6.4
Copper
9.7
Custom objects
Apptivo
6.4
Copper
7.2
Scripting environment
Apptivo
Copper
8.0
API for custom integration
Apptivo
Copper
6.6

Security

Apptivo
9.8
Copper
9.3
Single sign-on capability
Apptivo
9.9
Copper
9.9
Role-based user permissions
Apptivo
9.7
Copper
8.8

Platform

Apptivo
9.7
Copper
8.2
Mobile access
Apptivo
9.7
Copper
8.2

CRM Reporting & Analytics

Apptivo
Copper
8.0
Forecasting
Apptivo
Copper
7.4
Pipeline visualization
Apptivo
Copper
9.2
Customizable reports
Apptivo
Copper
7.3

Social CRM

Apptivo
Copper
8.9
Social data
Apptivo
Copper
8.3
Social engagement
Apptivo
Copper
9.5

Integrations with 3rd-party Software

Apptivo
Copper
6.4
Marketing automation
Apptivo
Copper
6.4

Pros

  • 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.
No photo available
  • Track sales process
  • Track customer interactions
  • Integrate with tools
  • Communicate across the organization where things are at
  • Sales Report and performance
Daniel Coburn profile photo

Cons

  • 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
  • Sometimes its reporting gets confusing as how to pull certain things.
  • While its point of entry price is great, when you get more powerful its cost gets aligned with higher priced tools.
Daniel Coburn profile photo

Usability

Apptivo2.7
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
No score
No answers yet
No answers on this topic

Support

No score
No answers yet
No answers on this topic
Copper7.0
Based on 1 answer
Overall the support for ProsperWorks CRM is OK. When I get hold of my reps they are pretty knowledgeable and usually solve my problems. When I first started using the software they were a lot harder to get hold of so this has improved. My biggest complaint though is that my feature requests seem to go into a black hole, I never hear the status of them and I have no idea if they have even been passed on.
No photo available

Implementation

Apptivo3.6
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
No score
No answers yet
No answers on this topic

Alternatives Considered

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 with its 40+ apps but not one of those apps succeed in being great when compared to the competition. The competition in all cases are much more expensive than Apptivo but it is a case of you get what you pay for.

Solve360 is probably the best Google integrated crm product on the market today however it is not a business management platform. Work[etc] is another great platform with excellent Google integration but doesn't do stock management or multi-currency. Also way over-priced!
No photo available
It is a very powerful tool to the level of Sugar and Salesforce. With its tight integration, as a Google product, it is seamless and really assists in managing communication with clients. While Zoho offers a great low-cost solution, ProsperWorks definitely hits the mark for SMB. If you are looking at a CRM you should give ProsperWorks a good look as we were very pleased that we didn't go with HubSpot and moved to Prosper as they didn't nickel and dime for basic functions. Free is good, until you realize it is not free at all (HubSpot).
Daniel Coburn profile photo

Return on Investment

  • It cost us money.
  • We lost a few hundred man hours on this. We stuck with them for a while based upon the promises received and the excellent speed at which support would reply to concerns. However fixes to the big issues still have not arrived a year later.
No photo available
  • Solid integration with Google Apps
  • Low cost of entry
  • Higher costs and more functionality are needed when compared to some lower priced solutions
Daniel Coburn 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
Apptivo
Edition
Starter
Free1
Premium
$101
Ultimate
$251
Enterprise
N/A
1. Per User per Month
Additional Pricing Details

Copper

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Copper Editions & Modules
Copper
Additional Pricing Details