Apptivo vs Harpoon

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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Verified User

Director in Corporate

Information Technology and Services Company, 1-10 employees

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Harpoon

If you're freelancing or running a small marketing agency, I'll steer you strongly towards Harpoon. It's such a terrific fit for this business type. It provides easy invoice management so if that's all you care about, use Harpoon this way. If you want a tool that will guide you towards success, Harpoon helps you do this when launching your account. Know what you want to earn, what it takes to get there, and how you're doing along the way. What financial software for freelancers provides simple project tools? Harpoon.

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Jason Montoya

Virtual Chief Growth Officer (CGO)

JasonScottMontoya.comMarketing and Advertising, 1-10 employees

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Feature Rating Comparison

Apptivo

4.7

Harpoon

—

Customer data management / contact management

8.7

—

Workflow management

6.8

—

Territory management

4.5

—

Opportunity management

4.5

—

Integration with email client (e.g., Outlook or Gmail)

6.0

—

Quote & order management

1.0

—

Interaction tracking

1.8

—

Channel / partner relationship management

4.5

—

Apptivo

5.7

Harpoon

—

Case management

7.7

—

Help desk management

3.6

—

Apptivo

4.5

Harpoon

—

Lead management

4.5

—

Email marketing

4.5

—

Apptivo

7.3

Harpoon

—

Task management

8.7

—

Billing and invoicing management

4.5

—

Reporting

8.7

—

Apptivo

6.4

Harpoon

—

Custom fields

6.4

—

Custom objects

6.4

—

Apptivo

9.8

Harpoon

—

Single sign-on capability

9.9

—

Role-based user permissions

9.7

—

Apptivo

9.7

Harpoon

—

Mobile access

9.7

—

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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Verified User

Director in Corporate

Information Technology and Services Company, 1-10 employees

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Makes Sending Invoices & Collecting Payment Easy, for Freelancers
Tracking Financial Goals (Monthly & Annual) & Projecting Future Results
Provides Insights On AR, Earned Income, Top Clients, and other helpful but highly relevant data points.

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Jason Montoya

Virtual Chief Growth Officer (CGO)

JasonScottMontoya.comMarketing and Advertising, 1-10 employees

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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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Verified User

Director in Corporate

Information Technology and Services Company, 1-10 employees

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The automatic expense management is basic. It does sync with banks, but I've had some duplicate entry issues that are being worked out of the system.
I'd like to see additional reports that dive deeper into some of the dashboard widgets.

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Jason Montoya

Virtual Chief Growth Officer (CGO)

JasonScottMontoya.comMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

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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Verified User

Director in Corporate

Information Technology and Services Company, 1-10 employees

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No score

No answers yet

No answers on this topic

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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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Verified User

Director in Corporate

Information Technology and Services Company, 1-10 employees

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No score

No answers yet

No answers on this topic

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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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Verified User

Director in Corporate

Information Technology and Services Company, 1-10 employees

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I've used Less Accounting and & Quickbooks Online. After Less Accounting was acquired, its development was mostly stopped. While the tool was a simple way to manage invoices and expenses, its directional philosophy changed with the new owners. Quickbooks Online was a solid tool, but the company support was unhelpful and hard to work with at times. Harpoon provides a great tool, with a company that cares about its users.

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Jason Montoya

Virtual Chief Growth Officer (CGO)

JasonScottMontoya.comMarketing and Advertising, 1-10 employees

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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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Verified User

Director in Corporate

Information Technology and Services Company, 1-10 employees

View all 2 answers on this topic

Clear and precise visibility of my financial status.
Projections of how I'm doing today, this month, and this year.
Clarity on what needs to happen with client development to reach my goals.
It shrinks the amount of time I spend on getting clients to pay my invoices.

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Jason Montoya

Virtual Chief Growth Officer (CGO)

JasonScottMontoya.comMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

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

—

Harpoon

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Harpoon Editions & Modules

Harpoon

Edition

Single User - Unlimited Everything

$191

1. per month

Additional Pricing Details

—

Rating Summary

Add comparison

Likelihood to Recommend

Apptivo

Harpoon

Feature Rating Comparison

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Custom fields

Custom objects

Single sign-on capability

Role-based user permissions

Mobile access

Pros

Cons

Usability

Implementation

Alternatives Considered

Return on Investment

Screenshots

Pricing Details

Apptivo

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Apptivo Editions & Modules

Edition

Additional Pricing Details

Harpoon

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Harpoon Editions & Modules

Edition

Additional Pricing Details

Rating Summary