What users are saying about

Apptivo

4 Ratings

Infusionsoft

Top Rated
192 Ratings

Apptivo

4 Ratings
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Score 8 out of 101

Infusionsoft

Top Rated
192 Ratings
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Score 7.7 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

Infusionsoft

If you are in the business of marketing, Infusionsoft is the best software out there. If you are generating leads, sending mass emails and/or tracking a customer database, Infusionsoft will help you tremendously. If you only communicate and advertise a couple times a year, you will not see the return of investment that comes from the project. We've been using the platform for over 2 years now and still have barely scratched the surface of its full capabilities
Travis Watts profile photo

Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
Infusionsoft
8.6
Customer data management / contact management
Apptivo
8.7
Infusionsoft
9.0
Workflow management
Apptivo
6.8
Infusionsoft
8.7
Territory management
Apptivo
4.5
Infusionsoft
Opportunity management
Apptivo
4.5
Infusionsoft
7.5
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
Infusionsoft
9.3
Quote & order management
Apptivo
1.0
Infusionsoft
8.2
Interaction tracking
Apptivo
1.8
Infusionsoft
8.7
Channel / partner relationship management
Apptivo
4.5
Infusionsoft

Customer Service & Support

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

Marketing Automation

Apptivo
4.5
Infusionsoft
9.4
Lead management
Apptivo
4.5
Infusionsoft
9.6
Email marketing
Apptivo
4.5
Infusionsoft
9.2

CRM Project Management

Apptivo
7.3
Infusionsoft
8.2
Task management
Apptivo
8.7
Infusionsoft
8.3
Billing and invoicing management
Apptivo
4.5
Infusionsoft
7.6
Reporting
Apptivo
8.7
Infusionsoft
8.6

Customization

Apptivo
6.4
Infusionsoft
8.9
Custom fields
Apptivo
6.4
Infusionsoft
8.3
Custom objects
Apptivo
6.4
Infusionsoft
9.6
API for custom integration
Apptivo
Infusionsoft
8.8

Security

Apptivo
9.8
Infusionsoft
8.8
Single sign-on capability
Apptivo
9.9
Infusionsoft
Role-based user permissions
Apptivo
9.7
Infusionsoft
8.8

Platform

Apptivo
9.7
Infusionsoft
6.4
Mobile access
Apptivo
9.7
Infusionsoft
6.4

CRM Reporting & Analytics

Apptivo
Infusionsoft
7.7
Pipeline visualization
Apptivo
Infusionsoft
7.7

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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  • Marketing automation. I have not found another software or service that can compare in the complete automation of a marketing campaign. There is nothing I can't do by either utilizing Infusionsoft's built in marketing, or using the API connections to integrate with 3rd parties.
  • Infusionsoft's API gives access to nearly every table in Infusionsoft's database that I would ever need to edit, giving me the ability to integrate with nearly any other system.
Nicholas Kouvatsos 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
  • I would love for there to be a timer device, this way you can track how much time you're actually using on the phone/drafting a document etc., and have it connected to billing.
  • Have more availability to connect to other software such as Goldmine and Abacus.
  • Better navigation bar on the page, it seems like I need it to move faster sometimes to keep up with me when I am going to a particular area. The drop down from the symbol would work better if it were just all the main nav bar.
  • Email blast will stop because of spam complaints from email servers. That is not to say that there are actually enough for that to happen. And some people have not even had the chance to receive the newsletter via email because of that! This is my BIGGEST frustration! If you send out an email blast for the first time, you can get it stopped and restart it once, but it only takes like 11 people out of 300 for the Infusion system to lock you out and you have to start over!
Rachel Campbell profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Infusionsoft1.2
Based on 34 answers
Infusionsoft gets easier and more efficient to use as you gain familiarity over time. Once you build the systems it is so easy to replicate the idea for new products or programs.
Ellen Butler 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
Infusionsoft4.8
Based on 11 answers
It is great but complicated to learn. There are a lot of things you have to figure out on your own in order to use the software like it was intended.
Josh Preece profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
Infusionsoft8.8
Based on 5 answers
Haven't experienced any real issues with availability. Reliability is another deal.
Clifford Jones profile photo

Performance

No score
No answers yet
No answers on this topic
Infusionsoft7.7
Based on 5 answers
OMG, it's all in one and that compromises everything, fundamentally. If you want a race car, invest in a race car. If you want a dune buggy, get that. If you want a boat that floats, go for it.
Clifford Jones profile photo

Support

No score
No answers yet
No answers on this topic
Infusionsoft2.0
Based on 8 answers
Again there is so much online support that users can find on Infusionsoft. From the corporate website and call center, to users groups located around the country, and ICCs who provide online resources, coaching and more, finding support for Infusionsoft is an easy task!
Chris LeBrun, MBA, CFRE profile photo

In-Person Training

No score
No answers yet
No answers on this topic
Infusionsoft8.6
Based on 5 answers
This training is taught often to the lowest common denominator so as to help as many customers of theirs as possible. We do the training and coaching and implementations for our clients. But clients who I know who have been to their training get trained well. The gap that can exist lies in you doing your part and really investing in using and building out the application.The training and education is only as good as your willingness to apply it.
Clifford Jones profile photo

Online Training

No score
No answers yet
No answers on this topic
Infusionsoft9.5
Based on 5 answers
If you're willing to click and learn as you go, there are great resources for training including on page help and video.
Clifford Jones 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
Infusionsoft8.0
Based on 8 answers
Don't let the fear of implementing a new software solution keep you from unleashing the power of automation that Infusionsoft provides. With the right implementation partner, the process can not only be smooth and painless, it can actually help you get a better understanding for how your current communication process can be improved upon.
Chris LeBrun, MBA, CFRE 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
I personally prefer ACT over InfusionSoft, but I worked with ACT much longer and feel like it allows us to do many more customization details on the list than Infusionsoft does. However Infusionsoft has the email campaigns and ACT does not. So that gives the advantage to Infusionsoft. I feel like they both work great, but they both have flaws.
Josh Preece profile photo

Scalability

No score
No answers yet
No answers on this topic
Infusionsoft2.0
Based on 1 answer
Pricing is user and email and function based. Way too many pay walls and not native function for scaling. It's scaleable with NASA level marketing automation talent you must pay to engage. Otherwise, it gets expensive quickly for scaling to a true small business, which is what they target. Over 25 users and you're screwed. Look at the competition first, evaluate what you really need for your business and start there. Keep it simple, build your cash flow and confidence in the people you hired to make this work and then scale. Don't get sucked into the dream that this thing will help you sell your book to millions and you get famous while hanging on your boat or whatever. Building a small business is hard enough. Adding software often adds complexity in order to successfully scale.
Clifford Jones 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
  • As Infusionsoft didn't really fit our needs, the impact it had was negligible. We had a couple of owners who did well with it, but otherwise it was not worth having for us. The system fit the objective we wanted but the system was too slow and confusing for our owners.
Tim Sleeper 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

Infusionsoft

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$1,999*
1.  prerequisite for all new customers
Infusionsoft Editions & Modules
Infusionsoft
Edition
Essentials
$1991
Starter
$991
Complete
$2991
1. per month
Additional Pricing Details
With the Infusionsoft Kickstart service, you get a dedicated coach that will get to know your business goals to help you implement the plans that will make the biggest impact. This on-boarding service is a prerequisite for all new customers, and include one-on-one coaching and training resources. The one-time free price ranges from $999 to $2,999