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Score 8 out of 101
26 Ratings
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Score 9.1 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.
No photo available

GreenRope

I would find out if the benefits of GreenRope are what you're looking for. We heavily researched companies offering an online cloud style CRM; GreenRope was the best fit for our needs.
Wendy Tibus profile photo

Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
GreenRope
8.3
Customer data management / contact management
Apptivo
8.7
GreenRope
9.5
Workflow management
Apptivo
6.8
GreenRope
9.2
Territory management
Apptivo
4.5
GreenRope
8.0
Opportunity management
Apptivo
4.5
GreenRope
9.7
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
GreenRope
9.7
Quote & order management
Apptivo
1.0
GreenRope
9.0
Interaction tracking
Apptivo
1.8
GreenRope
9.7
Channel / partner relationship management
Apptivo
4.5
GreenRope
6.6
Contract management
Apptivo
GreenRope
3.8

Customer Service & Support

Apptivo
5.7
GreenRope
9.6
Case management
Apptivo
7.7
GreenRope
9.7
Help desk management
Apptivo
3.6
GreenRope
9.7
Call center management
Apptivo
GreenRope
9.5

Marketing Automation

Apptivo
4.5
GreenRope
9.3
Lead management
Apptivo
4.5
GreenRope
9.2
Email marketing
Apptivo
4.5
GreenRope
9.5

CRM Project Management

Apptivo
7.3
GreenRope
9.6
Task management
Apptivo
8.7
GreenRope
9.5
Billing and invoicing management
Apptivo
4.5
GreenRope
9.7
Reporting
Apptivo
8.7
GreenRope
9.7

Customization

Apptivo
6.4
GreenRope
8.5
Custom fields
Apptivo
6.4
GreenRope
9.2
Custom objects
Apptivo
6.4
GreenRope
8.6
Scripting environment
Apptivo
GreenRope
7.0
API for custom integration
Apptivo
GreenRope
9.2

Security

Apptivo
9.8
GreenRope
8.8
Single sign-on capability
Apptivo
9.9
GreenRope
8.6
Role-based user permissions
Apptivo
9.7
GreenRope
9.0

Platform

Apptivo
9.7
GreenRope
8.0
Mobile access
Apptivo
9.7
GreenRope
8.0

CRM Reporting & Analytics

Apptivo
GreenRope
8.9
Forecasting
Apptivo
GreenRope
8.7
Pipeline visualization
Apptivo
GreenRope
8.6
Customizable reports
Apptivo
GreenRope
9.5

Social CRM

Apptivo
GreenRope
9.0
Social data
Apptivo
GreenRope
9.0
Social engagement
Apptivo
GreenRope
9.0

Integrations with 3rd-party Software

Apptivo
GreenRope
9.2
Marketing automation
Apptivo
GreenRope
9.0
Compensation management
Apptivo
GreenRope
9.3

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.
No photo available
  • Email Marketing. Easy to use, easy to send, easy to track all help in our forecasting for future implementations. Place clients on drip email campaigns that are automatic and give the client more information that they are seeking. Email broadcasts such as newsletters or weekly updates, success stories etc are shared to our 20,000 contacts at the click of a button. All are trackable too. We can see who is reading, clicking or unsubscribing right from within GR's email tracking features.
  • Web tracking. Our website is integrated with GR, so we can see all data pertaining to visitors, the pages visited, time spent at our site/pages and much more without going through our host. If a visitor is a contact/client within our system the web activity is listed in their files within their CRM of GR, If they are not a known contact than we know how many random people are visiting our website too.
  • Sales Team work flow. All of our sales reps have a work flow to follow within GR. As an Executive I can see which phase all clients are in at any time. I can go into a particular contact and read the history of any client I wish. This feature also helps us when a sales rep is on vacation, sick or leaves the company. That gives us the ability to pick up right where they left off with accurate records of communication right within GR. We effectively work with the client going forward. Also, sales reps can set reminders and log client activity. We have been able to realize when a sales rep is not working (our sales team works from their homes) or working on their reminders, going MIA for days at a time, you know what I;m saying. With that information we can address the situation in a timely way, conversing with the sales rep and decide how to proceed with any reprimands or the overall business relationship.
  • Sign Up forms and Website integration. With GR we have implemented several trackable sign up forms that are functional through our website or email. For instance on our website, visitors can sign up for our newsletter or an online tour of our services by filling out the form. From their we receive the form and begin the work flow. We can set automatic responders to any email or call to action that a visitor makes. If one fills out a form, we can place those visitors, clients, users on applicable drip email campaign/s pertaining to their interest/activity on our website or email call to actions. Those potential clients are now getting automatic emails/further attention that they desire. They often end up being sold clients. Emailed forms such as our Team Up forms get our clients to sign up for our services online. They can pay their start up fees online through our payment system or by sending us a check as that form has a sequence of followed events once it is filled out by the new client.
Wendy Tibus 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.
No photo available
  • Email templates are sometimes tricky to use or customize. We have made several requests for changes and enhancements that have often been implemented by the GR development team.
  • Often times we want to send a specific email to our clients in the awaiting decision phase. We don't have to ability to select them all and send them 1 broadcast email. Instead we have to go into each clients within that phase and send them the email individually. That becomes cumbersome and time consuming on our sales team.
Wendy Tibus profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
GreenRope8.8
Based on 8 answers
Greenrope is part of the infrastructure of my company now, integrated into almost everything we do. I know that the Greenrope team is committed to continuing their development of this software and that this evolution will benefit us
Andrea Hill 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
GreenRope6.6
Based on 4 answers
It does everything I need when I'm at my computer. I would just like to have greater functionality in the iphone app. I have discussed with Greenrope my issues and they appear to be working on these issues
Lance Labno profile photo

Support

No score
No answers yet
No answers on this topic
GreenRope7.3
Based on 2 answers
Right from the beginning, GreenRope's staff have been extremely helpful with getting us setup and answering all of our questions. In addition to chat support, the documentation provided within GreenRope itself is detailed and easily accessible. GreenRope is also really good about letting you know that they are available - and how to contact them. My questions/requests are answered quickly, every time.
Raylene Wall profile photo

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
GreenRope8.2
Based on 1 answer
I think there are some cheat sheets and best practises lists that could be created that would save a business a lot of time and frustration. BUT, even as it is, the frustrations and challenges disappear as things start working. I am going to be offering up a few of the tricks I have learned to the team at GreenRope to share with other users because when customers offer valuable work arounds that they find helpful to others, we accomplish a few things. The coders get an idea of things that aren't working quite as expected so they can look into fixes, other customers get benefit and we all win
Renee Charbonneau profile photo

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
Greenrope is both easy to use and gave us ALL their software functionalities without having to pay to upgrade. Pricing is based on number of emails. Greenrope appears to have all what we're looking for, from setting up internal project tasks and todo's, accounting function with quickbooks, calendar and event planning(able to put on a class and have people pay online for course which reduces hundreds of hours), DRIP campaigns with robust triggers that can automated
Lance Labno 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.
No photo available
  • Improved front office efficiency. Able to reduce amount of time front office needs to spend preparing each new first appointment by 15 minutes.
  • By providing an automated system to deliver important and time-sensitve information. Client quickly realizes we care about them.
  • Able to get critical information through surveys with information that can be automatically saved in their profile. This let's us know what our clients want NOT what we think they need.
Lance Labno 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

GreenRope

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$399*
1.  Per Account
GreenRope Editions & Modules
GreenRope
Edition
Starter
$1491
Prime
$1991
Pro
$2491
Premium
$2991
Powerhouse
$3491
Supreme
$4491
Ultimate
$6991
1. Per Month [Unlimited Users]
Additional Pricing Details
All price plans include unlimited users, unlimited emails, and all features.