What users are saying about

Apptivo

4 Ratings

Daylite

10 Ratings

Apptivo

4 Ratings
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Score 8 out of 101

Daylite

10 Ratings
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Score 7.3 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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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.
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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
8.1
Task Management
Apptivo
Daylite
9.6
Resource Management
Apptivo
Daylite
6.0
Scheduling
Apptivo
Daylite
9.7
Workflow Automation
Apptivo
Daylite
7.0
Team Collaboration
Apptivo
Daylite
3.0
Document Management
Apptivo
Daylite
9.7
Email integration
Apptivo
Daylite
9.4
Mobile Access
Apptivo
Daylite
10.0

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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  • Emails can be attached to projects and tasks, helping the user gain background knowledge
  • Reports can be produced and printed to be used in Progress Meetings
  • Other data such as passwords can be added as Notes to a project
  • Project deadlines can be moved easily in Calendar
Pattie Covert profile photo

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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  • We're using Daylite 5 and are soon abandoning it because: a. Daylite 5 is not cloud-based (6, is)
  • b. Daylite is for Mac users only, and we need a solution for our whole team
  • c. There are many "rabbit holes" that you can go down in submenus that it can be confusing
Pattie Covert profile photo

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.
No photo available
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
No photo available
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!
No photo available
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.
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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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  • Daylite has been very helpful for new employees to answer their own questions about contacts/passwords, etc.
  • We found the tiny notification bell to be weak, sometimes a project comes in with a tight deadline and we have to double-check and ask an employee if they saw the notification. More time would be saved by just chatting about the project and its expectations.
  • A huge benefit is the institutional knowledge that can be had by reading past projects. We've tracked everything, so the history is there.
Pattie Covert 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
Apptivo
Edition
Starter
Free1
Premium
$101
Ultimate
$251
Enterprise
N/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
Daylite
Additional Pricing Details