What users are saying about

Apptivo

4 Ratings

FollowUp CRM

Top Rated
17 Ratings

Apptivo

4 Ratings
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Score 8 out of 101

FollowUp CRM

Top Rated
17 Ratings
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Score 10 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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FollowUp CRM

One of the best things about FollowUp Power is that we can mark things for follow-up several months down the line, which we frequently have a need for since many of our clients are seasonal. For example, we'll get started working with them while they're here in Florida for the winter, then they'll head back north in the spring and not want to hear from us again until they return in the fall. With FollowUp Power, we can then mark them for follow up in the future rather than to have to somehow remember to contact them in the future.
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Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
FollowUp CRM
9.1
Customer data management / contact management
Apptivo
8.7
FollowUp CRM
10.0
Workflow management
Apptivo
6.8
FollowUp CRM
10.0
Territory management
Apptivo
4.5
FollowUp CRM
6.1
Opportunity management
Apptivo
4.5
FollowUp CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
FollowUp CRM
10.0
Quote & order management
Apptivo
1.0
FollowUp CRM
8.9
Interaction tracking
Apptivo
1.8
FollowUp CRM
10.0
Channel / partner relationship management
Apptivo
4.5
FollowUp CRM
7.2
Contract management
Apptivo
FollowUp CRM
10.0

Customer Service & Support

Apptivo
5.7
FollowUp CRM
10.0
Case management
Apptivo
7.7
FollowUp CRM
10.0
Help desk management
Apptivo
3.6
FollowUp CRM
10.0
Call center management
Apptivo
FollowUp CRM
10.0

Marketing Automation

Apptivo
4.5
FollowUp CRM
10.0
Lead management
Apptivo
4.5
FollowUp CRM
10.0
Email marketing
Apptivo
4.5
FollowUp CRM
10.0

CRM Project Management

Apptivo
7.3
FollowUp CRM
9.5
Task management
Apptivo
8.7
FollowUp CRM
10.0
Billing and invoicing management
Apptivo
4.5
FollowUp CRM
8.4
Reporting
Apptivo
8.7
FollowUp CRM
10.0

Customization

Apptivo
6.4
FollowUp CRM
9.7
Custom fields
Apptivo
6.4
FollowUp CRM
10.0
Custom objects
Apptivo
6.4
FollowUp CRM
9.0
Scripting environment
Apptivo
FollowUp CRM
10.0
API for custom integration
Apptivo
FollowUp CRM
10.0

Security

Apptivo
9.8
FollowUp CRM
10.0
Single sign-on capability
Apptivo
9.9
FollowUp CRM
10.0
Role-based user permissions
Apptivo
9.7
FollowUp CRM
10.0

Platform

Apptivo
9.7
FollowUp CRM
10.0
Mobile access
Apptivo
9.7
FollowUp CRM
10.0

CRM Reporting & Analytics

Apptivo
FollowUp CRM
9.7
Forecasting
Apptivo
FollowUp CRM
9.0
Pipeline visualization
Apptivo
FollowUp CRM
10.0
Customizable reports
Apptivo
FollowUp CRM
10.0

Social CRM

Apptivo
FollowUp CRM
10.0
Social data
Apptivo
FollowUp CRM
10.0
Social engagement
Apptivo
FollowUp CRM
10.0

Integrations with 3rd-party Software

Apptivo
FollowUp CRM
7.7
Marketing automation
Apptivo
FollowUp CRM
10.0
Compensation management
Apptivo
FollowUp CRM
5.5

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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  • Tracks and manages leads and clients.
  • Sets sales goals and tracks your progress month to month.
  • Organizes client info to help stay on top of meetings and follow ups.
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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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  • Could use a little work on the search function. I would like to be able to search for a client without leaving the dashboard.
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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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GR and MC are geared towards email but don't provide a complete CRM package like FUB.
Robert Foreman profile photo

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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  • Increased sale awareness
  • Better time management
  • Increased sales over all
Norman Taylor 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

FollowUp CRM

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
FollowUp CRM Editions & Modules
FollowUp CRM
Additional Pricing Details