What users are saying about

Apptivo

4 Ratings

Custora

1 Ratings

Apptivo

4 Ratings
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Score 8 out of 101

Custora

1 Ratings
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Score 9 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.
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Custora

I think Custora is a great fit for B2C companies that are trying to take their relationship marketing programs to the next level and outside of basic segmentation. It's a great platform to consolidate all customer, order history, and campaign history type data into one platform to obtain a 360 degree view of the customer.Additionally I would say, if an organization is resource constrained from an analytics perspective, the platform also makes great sense to invest in. It provides out of the box predictive analytics, and custom lifecycle triggers to align a retention marketing program around. Outside of the upfront work to get the platform up and running, it's very marketer friendly to utilize
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Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
Custora
8.5
Customer data management / contact management
Apptivo
8.7
Custora
9.0
Workflow management
Apptivo
6.8
Custora
8.0
Territory management
Apptivo
4.5
Custora
8.0
Opportunity management
Apptivo
4.5
Custora
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
Custora
9.0
Quote & order management
Apptivo
1.0
Custora
Interaction tracking
Apptivo
1.8
Custora
Channel / partner relationship management
Apptivo
4.5
Custora

Customer Service & Support

Apptivo
5.7
Custora
Case management
Apptivo
7.7
Custora
Help desk management
Apptivo
3.6
Custora

Marketing Automation

Apptivo
4.5
Custora
Lead management
Apptivo
4.5
Custora
Email marketing
Apptivo
4.5
Custora

CRM Project Management

Apptivo
7.3
Custora
Task management
Apptivo
8.7
Custora
Billing and invoicing management
Apptivo
4.5
Custora
Reporting
Apptivo
8.7
Custora

Customization

Apptivo
6.4
Custora
9.0
Custom fields
Apptivo
6.4
Custora
9.0
Custom objects
Apptivo
6.4
Custora
9.0
API for custom integration
Apptivo
Custora
9.0

Security

Apptivo
9.8
Custora
Single sign-on capability
Apptivo
9.9
Custora
Role-based user permissions
Apptivo
9.7
Custora

Platform

Apptivo
9.7
Custora
Mobile access
Apptivo
9.7
Custora

Integrations with 3rd-party Software

Apptivo
Custora
9.0
Marketing automation
Apptivo
Custora
9.0

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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  • Very clean user interface that allows a non-technical marketer to set up detailed segments for outbound marketing campaigns
  • Lifecycle triggers that are automatically programmed to set up triggered campaigns. One of the big benefits here is that they are individualized based off of a cusotmer's past purchase patterns
  • Reporting and analytics dashboards are great and allow a team that is resource constrained to quickly gauge status of customer retention
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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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  • Currently there are limitations with the number of personas that can be built in the instance, it would be great to have more flexibility here
  • We occasionally see issues with lists delivered to our ESP from the platform. Not a major problem, but could be an area of improvement
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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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No score
No answers yet
No answers on this topic

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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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!
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Bluecore was a solid platform, but Custora is differentiated in that it provides individualized triggers for customers based on their past purchase history
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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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  • Overall we have been able to increase the mix of triggered related revenue in email from 20% to 50% of total revenue after implementing Custora's lifecycle triggers
  • We've also seen one off email tests with incremental conversion rates up to 75% when utilizing Custora personas to personal communications
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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

Custora

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Custora Editions & Modules
Custora
Additional Pricing Details