What users are saying about
4 Ratings
11 Ratings
4 Ratings
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Score 8 out of 101
11 Ratings
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Score 7.2 out of 101

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

Daylite

If your team uses only Macs, then I suggest investigating Daylite 6, which is cloud-based. We've found upgrades to be tricky, sometimes users have difficulty connecting to the data-base on the main user's Daylite Server. My opinion is that it would be easier to begin fresh with 6 than upgrading and moving our current Daylite Server to the cloud. And there's no going back, once you move to the cloud, you're committed.
Pattie Covert profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

Apptivo
4.5
Daylite
Lead management
Apptivo
4.5
Daylite
Email marketing
Apptivo
4.5
Daylite

CRM Project Management

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

Customization

Apptivo
6.4
Daylite
Custom fields
Apptivo
6.4
Daylite
Custom objects
Apptivo
6.4
Daylite

Security

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

Platform

Apptivo
9.7
Daylite
Mobile access
Apptivo
9.7
Daylite

Project Management

Apptivo
Daylite
7.3
Task Management
Apptivo
Daylite
8.0
Resource Management
Apptivo
Daylite
8.0
Gantt Charts
Apptivo
Daylite
8.0
Scheduling
Apptivo
Daylite
9.0
Workflow Automation
Apptivo
Daylite
6.0
Team Collaboration
Apptivo
Daylite
7.0
Document Management
Apptivo
Daylite
3.1
Email integration
Apptivo
Daylite
9.0
Mobile Access
Apptivo
Daylite
8.0

Professional Services Automation

Apptivo
Daylite
4.0
Integration with accounting software
Apptivo
Daylite
4.0

Pros

Apptivo

  • Good for streamlining project management on projects over a long life cycle.
  • Helpful in keeping contacts up to date and relevant.
  • Streamlines processes across the organization where there are many departments.
No photo available

Daylite

  • Integrates with Mac Mail to automatically catalog email exchanges with both individuals and companies.
  • Allows for robust customization to meet the specific information needs of my company
  • Acts as a hub for daily activities and tasks
Dana Hursey profile photo

Cons

Apptivo

  • 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

Daylite

  • I still do not use the Project part as much as I could do, even if I tried several times. I think some improvements could be done with the interface, in order to make it more intuitive.
  • The software is intented to be used with a US/Canada logic. It would be nice to be able to organize fields in the contacts in a different way, more logical to the different countries it is used in. Each country puts zip codes in different place for example.
  • It would also be nice to have the possibility to assign a contact to several categories, and to create sub-categories.
Fred ALPI profile photo

Usability

Apptivo

Apptivo 2.7
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

Daylite

No score
No answers yet
No answers on this topic

Implementation

Apptivo

Apptivo 3.6
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

Daylite

No score
No answers yet
No answers on this topic

Alternatives Considered

Apptivo

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.
No photo available

Daylite

As noted earlier, we're abandoning Daylite and moving to another project management system that a. allows both Mac and PC users b. is cloud-based. We think we could benefit with an company-wide system, and Daylite 6 won't fit the bill. Our group is currently vetting different products, and Teamwork is the top of our list.
Pattie Covert profile photo

Return on Investment

Apptivo

  • Helped us increase time to completion of projects.
  • Allowed us to execute on customer service and response times.
  • Elevated our department's visibility within the organization for a more streamlined workflow.
No photo available

Daylite

  • It absolutely keeps me informed on my client interactions
  • Centralizes my tasks and to-dos
  • Integrates nicely with LinkedIn for greater reach and deeper information.
Dana Hursey 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

Edition
StarterFree1
Premium$101
Ultimate$251
EnterpriseN/A
  1. Per User per Month
Additional Pricing Details

Daylite

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Daylite Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison