4 Ratings
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23 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
Based on 23 reviews and ratings
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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.
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.

Verified User
Director in Corporate
Information Technology and Services Company, 1-10 employeesCopper
It is great for small businesses that use Google Apps. If you are using Google Apps you should give ProsperWorks CRM a look. It is very powerful and with its ability to track emails and conversation it will help with client retention, especially if you have a sales or support individual leave the company.
COO (Chief Operating Officer)
Agility DigitalMarketing and Advertising, 11-50 employees
Feature Rating Comparison
Sales Force Automation
Apptivo
4.7
Copper
7.5
Customer data management / contact management
Apptivo
8.7
Copper
9.4
Workflow management
Apptivo
6.8
Copper
7.4
Territory management
Apptivo
4.5
Copper
6.0
Opportunity management
Apptivo
4.5
Copper
9.4
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
9.9
Channel / partner relationship management
Apptivo
4.5
Copper
6.3
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
8.4
Lead management
Apptivo
4.5
Copper
8.8
Email marketing
Apptivo
4.5
Copper
8.0
CRM Project Management
Apptivo
7.3
Copper
6.0
Task management
Apptivo
8.7
Copper
7.5
Billing and invoicing management
Apptivo
4.5
Copper
3.0
Reporting
Apptivo
8.7
Copper
7.5
Customization
Apptivo
6.4
Copper
8.0
Custom fields
Apptivo
6.4
Copper
9.8
Custom objects
Apptivo
6.4
Copper
7.5
Scripting environment
Apptivo
—
Copper
8.0
API for custom integration
Apptivo
—
Copper
6.7
Security
Apptivo
9.8
Copper
9.4
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
8.3
Mobile access
Apptivo
9.7
Copper
8.3
CRM Reporting & Analytics
Apptivo
—
Copper
8.0
Forecasting
Apptivo
—
Copper
7.3
Pipeline visualization
Apptivo
—
Copper
9.2
Customizable reports
Apptivo
—
Copper
7.4
Social CRM
Apptivo
—
Copper
9.0
Social data
Apptivo
—
Copper
8.4
Social engagement
Apptivo
—
Copper
9.7
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.

Verified User
Director in Corporate
Information Technology and Services Company, 1-10 employees- ProsperWorks UI and integration with Gmail is just unmatched. It's beautiful, easy, straight forward, and a delight to use.
- Their kanban flow for deals is awesome, and the ability to link any deal/company/person/document/calendar event with just about any other one makes drawing connections between things really simple.
- Their reporting for activity is awesome. I used this for a period of 7 months to manage a collections team and it was invaluable to watch daily call volumes, and pull live reports to show the team at the end of the day.
Founder
Predictable HireHuman Resources, 1-10 employees
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.

Verified User
Director in Corporate
Information Technology and Services Company, 1-10 employees- I wish they allowed you to email from within the CRM and create calendar invites from within the app instead of just kicking you out to a Gmail window.
- I wish they included more custom fields and email tracking in their basic plan.
Founder
Predictable HireHuman Resources, 1-10 employees
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.

Verified User
Director in Corporate
Information Technology and Services Company, 1-10 employeesNo 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.

Verified User
Manager in Sales
Education Management Company, 11-50 employeesImplementation
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

Verified User
Director in Corporate
Information Technology and Services Company, 1-10 employeesNo 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!
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!

Verified User
Director in Corporate
Information Technology and Services Company, 1-10 employeesIt 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).
COO (Chief Operating Officer)
Agility DigitalMarketing and Advertising, 11-50 employees
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.

Verified User
Director in Corporate
Information Technology and Services Company, 1-10 employees- Solid integration with Google Apps
- Low cost of entry
- Higher costs and more functionality are needed when compared to some lower priced solutions
COO (Chief Operating Officer)
Agility DigitalMarketing and Advertising, 11-50 employees
Screenshots
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
—