Apptivo vs. Planview Daptiv

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Apptivo
Score 8.2 out of 10
N/A
Apptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions.
$10
Per User per Month
Planview Daptiv
Score 7.7 out of 10
N/A
Planview Daptiv is a cloud-based project portfolio management (PPM) solution that is now owned by Planview since the January 2021 acquisition of Changepoint). Planview Daptiv PPM covers diverse needs like Portfolio Management, Project Management, Resource Management and Office Management functionalities to larger business enterprises across diverse industries, and therefore offers a wide range of features achieving this, such as a resource load charts (e.g. Gantt charts), an easy to use DeskDocs…N/A
Pricing
ApptivoPlanview Daptiv
Editions & Modules
Premium
$10
Per User per Month
Ultimate
$25
Per User per Month
Starter
Free
Per User per Month
Enterprise
N/A
No answers on this topic
Offerings
Pricing Offerings
ApptivoPlanview Daptiv
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Features
ApptivoPlanview Daptiv
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Apptivo
7.7
4 Ratings
0% above category average
Planview Daptiv
-
Ratings
Customer data management / contact management10.04 Ratings00 Ratings
Workflow management6.82 Ratings00 Ratings
Territory management4.51 Ratings00 Ratings
Opportunity management10.03 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)9.14 Ratings00 Ratings
Contract management10.02 Ratings00 Ratings
Quote & order management7.43 Ratings00 Ratings
Interaction tracking1.81 Ratings00 Ratings
Channel / partner relationship management9.13 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Apptivo
9.7
4 Ratings
26% above category average
Planview Daptiv
-
Ratings
Case management9.14 Ratings00 Ratings
Call center management10.02 Ratings00 Ratings
Help desk management10.03 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Apptivo
10.0
3 Ratings
28% above category average
Planview Daptiv
-
Ratings
Lead management10.03 Ratings00 Ratings
Email marketing10.03 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Apptivo
8.9
4 Ratings
16% above category average
Planview Daptiv
-
Ratings
Task management8.34 Ratings00 Ratings
Billing and invoicing management9.13 Ratings00 Ratings
Reporting9.14 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Apptivo
10.0
2 Ratings
27% above category average
Planview Daptiv
-
Ratings
Forecasting10.02 Ratings00 Ratings
Pipeline visualization10.02 Ratings00 Ratings
Customizable reports10.02 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Apptivo
7.2
3 Ratings
5% below category average
Planview Daptiv
-
Ratings
Custom fields5.73 Ratings00 Ratings
Custom objects6.63 Ratings00 Ratings
API for custom integration9.12 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Apptivo
10.0
4 Ratings
18% above category average
Planview Daptiv
-
Ratings
Single sign-on capability10.04 Ratings00 Ratings
Role-based user permissions10.04 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Apptivo
7.9
4 Ratings
5% above category average
Planview Daptiv
-
Ratings
Mobile access7.94 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Apptivo
-
Ratings
Planview Daptiv
6.6
6 Ratings
13% below category average
Task Management00 Ratings6.86 Ratings
Resource Management00 Ratings6.46 Ratings
Gantt Charts00 Ratings6.13 Ratings
Scheduling00 Ratings6.44 Ratings
Workflow Automation00 Ratings6.45 Ratings
Team Collaboration00 Ratings6.86 Ratings
Support for Agile Methodology00 Ratings5.04 Ratings
Support for Waterfall Methodology00 Ratings8.24 Ratings
Document Management00 Ratings6.53 Ratings
Email integration00 Ratings8.02 Ratings
Mobile Access00 Ratings7.01 Ratings
Timesheet Tracking00 Ratings6.85 Ratings
Change request and Case Management00 Ratings5.52 Ratings
Budget and Expense Management00 Ratings6.45 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Apptivo
-
Ratings
Planview Daptiv
7.7
2 Ratings
4% above category average
Quotes/estimates00 Ratings9.01 Ratings
Invoicing00 Ratings7.01 Ratings
Project & financial reporting00 Ratings7.02 Ratings
Best Alternatives
ApptivoPlanview Daptiv
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
FunctionFox
FunctionFox
Score 8.3 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Quickbase
Quickbase
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ApptivoPlanview Daptiv
Likelihood to Recommend
10.0
(4 ratings)
7.7
(18 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(14 ratings)
Usability
9.1
(3 ratings)
5.0
(3 ratings)
Availability
-
(0 ratings)
10.0
(2 ratings)
Support Rating
9.1
(2 ratings)
7.0
(2 ratings)
Implementation Rating
3.6
(1 ratings)
5.0
(1 ratings)
Product Scalability
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
ApptivoPlanview Daptiv
Likelihood to Recommend
Apptivo Inc
I would absolutely recommend Apptivo! We have used Apptivo for years, and we wouldn't consider another platform to keep all of our contacts together in one place. It's easy to export certain lists for certain mailings and to add/remove new contacts and move things around as needed over time. There's freedom to adding new contacts and the pricing is phenomenal
Read full review
Planview
I would recommend Daptiv for anyone who is look for a collaborative tool that is easy to use and provides excellent results for project management and resource allocation. The tool offers many various capabilities and is not isolated for use with one or two workgroups. Its versatility allows many workgroups across many different organizations to use it. In my previous role, I used Daptiv in both a Project Management and Account Services Information Technology role. In my current workplace, I would like to leverage Daptiv for Product Launch and tracking as well as change request visibility in the Release Management Organization of a pharmaceutical company. Both roles and companies are vastly different however Daptiv would serve a great purpose in both situations although my needs are different.
Read full review
Pros
Apptivo Inc
  • 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.
Read full review
Planview
  • Resource allocation, when fully integrated provides a in depth view of what everyone is working on, as well as their availability.
  • Portfolio reporting provides a good view of where all projects are at in their lifecycle.
  • Time tracking is simple to use.
Read full review
Cons
Apptivo Inc
  • Dashboard and interface subsections are a bit clunky re: functionality.
  • Built-in email client isn't always a feasible option for efficiency (signatures are different, contacts don't always update accordingly).
  • Consistency and integration between apps is not always optimal.
Read full review
Planview
  • In my opinion, APIs / integrations are sometimes coming to their limit
  • In my experience, no general archive available - therefore data sets cannot be frozen
  • Data roll-up for different hierarchy levels (program / project / sub-project) is very limited, in my opinion.
  • In my opinion, when having showing a large number projects navigation on project tab is not very handy
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Likelihood to Renew
Apptivo Inc
No answers on this topic
Planview
As previously mentioned, we were not able to get the product to solve our particular problem. After time spent implementing a custom solution, it was the decision of the executive team to discontinue the agreement. The costs of training the team didn't outweigh the cost of hiring an employee to do the translation of schedules to web view.
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Usability
Apptivo Inc
Without a doubt, the best thing about Apptivo is that it has become a perfect internal and external communication platform. This platform will allow you to know who is taking care of certain tasks with clients and control all projects with your clients. With very affordable plans for your pocket, it has a free version for up to 3 users. It far surpasses quite a few CRMs in the same category. Apptivo CRM allows you to customize many details and work with it does not consume time or resources. You are faced with a very comfortable software to use, simple and well designed.
Read full review
Planview
The main thing that I have to apologize for is the UI. Does the job but just not the flexible responsive experience that most users are used to.
Read full review
Reliability and Availability
Apptivo Inc
No answers on this topic
Planview
In the 3 years I have worked with Daptiv I think it is been down once. The ONLY partial outages I have ever had have been with report automation.
Read full review
Support Rating
Apptivo Inc
Apptivo is always quick to respond whenever we have had a problem over out time of using the program. The customer service reps are always very polite and professional in their responses and are very knowledgeable! I have never gone to them with a problem that they don't do everything in their power to help solve, and most times they have (abbreviating states is the only issue we weren't able to solve).
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Planview
Good support team! Developed relationships and were very pleasant to talk to. Daptiv went above and beyond on ensuring the customers were satisfied
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Implementation Rating
Apptivo Inc
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
Read full review
Planview
I recommend using daptiv resources on your implementation to help with setup and training.
Read full review
Alternatives Considered
Apptivo Inc
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.
Read full review
Planview
AdaptiveWork might not necessarily have robust Analytical abilities that Daptiv IBM Cognos BI tool have, but from the introduction I have seen of the product it has impressive capabilities. It is still work in progress and still learning about AdaptiveWork and looking forward to implementing and supporting it in the near future.
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Scalability
Apptivo Inc
No answers on this topic
Planview
We are quickly able to add more users as needed.
Read full review
Return on Investment
Apptivo Inc
  • It allows me to get a vision of what is happening with the business
  • control sales, marketing and customer service processes from a single point
  • facilitates administrative tasks
Read full review
Planview
  • I am in the process of establishing a hard dollar ROI received from Daptiv. However, there have been many soft dollar benefits we have achieved. Soft benefits include IT teams that are more aligned to business objectives, "one version of the truth" for where work is being performed and resources consumed, and more accurate estimation of project requests.
Read full review
ScreenShots

Apptivo Screenshots

Screenshot of Customize each app by dragging and dropping each attributeScreenshot of Project management gantt chartScreenshot of Convert a lead into a contact, customer, and/or opportunity

Planview Daptiv Screenshots

Screenshot of Solve your resource planning challenges with 360 degree constraint-based resource management.Screenshot of Embedded Analytics empower you with better decisions through actionable insightsScreenshot of Manage, monitor, and deliver all work across teams and portfolios.Screenshot of Collaborate to assess, prioritize, and plan initiatives.Screenshot of Assess impacts, relationships, and risks across multiple portfolios.