Apptivo vs Copper

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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Verified User

Director in Corporate

Information Technology and Services Company, 1-10 employees

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Copper

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.

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Daniel Coburn

COO (Chief Operating Officer)

Agility DigitalMarketing and Advertising, 11-50 employees

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Feature Rating Comparison

Apptivo

4.7

Copper

7.5

Customer data management / contact management

8.7

9.4

Workflow management

6.8

7.4

Territory management

4.5

6.0

Opportunity management

4.5

9.4

Integration with email client (e.g., Outlook or Gmail)

6.0

10.0

Quote & order management

1.0

4.2

Interaction tracking

1.8

9.9

Channel / partner relationship management

4.5

6.3

Contract management

—

4.8

Apptivo

5.7

Copper

8.7

Case management

7.7

8.0

Help desk management

3.6

9.0

Call center management

—

9.0

Apptivo

4.5

Copper

8.4

Lead management

4.5

8.8

Email marketing

4.5

8.0

Apptivo

7.3

Copper

6.0

Task management

8.7

7.5

Billing and invoicing management

4.5

3.0

Reporting

8.7

7.5

Apptivo

6.4

Copper

8.0

Custom fields

6.4

9.8

Custom objects

6.4

7.5

Scripting environment

—

8.0

API for custom integration

—

6.7

Apptivo

9.8

Copper

9.4

Single sign-on capability

9.9

Role-based user permissions

9.7

8.8

Apptivo

9.7

Copper

8.3

Mobile access

9.7

8.3

Apptivo

—

Copper

8.0

Forecasting

—

7.3

Pipeline visualization

—

9.2

Customizable reports

—

7.4

Apptivo

—

Copper

9.0

Social data

—

8.4

Social engagement

—

9.7

Apptivo

—

Copper

6.4

Marketing automation

—

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.

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Verified User

Director in Corporate

Information Technology and Services Company, 1-10 employees

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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.

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Scott Entwistle

Founder

Predictable HireHuman Resources, 1-10 employees

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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.

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Verified User

Director in Corporate

Information Technology and Services Company, 1-10 employees

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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.

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Scott Entwistle

Founder

Predictable HireHuman Resources, 1-10 employees

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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.

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Verified User

Director in Corporate

Information Technology and Services Company, 1-10 employees

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No score

No answers yet

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Support

No score

No answers yet

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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.

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Verified User

Manager in Sales

Education Management Company, 11-50 employees

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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

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Verified User

Director in Corporate

Information Technology and Services Company, 1-10 employees

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No score

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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!

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Verified User

Director in Corporate

Information Technology and Services Company, 1-10 employees

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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).

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Daniel Coburn

COO (Chief Operating Officer)

Agility DigitalMarketing and Advertising, 11-50 employees

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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.

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Verified User

Director in Corporate

Information Technology and Services Company, 1-10 employees

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