What users are saying about

Apptivo

4 Ratings

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Top Rated
547 Ratings

Apptivo

4 Ratings
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Score 8 out of 101

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Top Rated
547 Ratings
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Score 8.1 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

Insightly

Insightly is a great CRM system allowing for organization of prospects, clients, and company partners. The interface is great and it allows for easy sorting of tasks, projects, and opportunities. It does, however, need a lot of work in the reporting aspect of a CRM. When having a report sent it to you it comes out in an Excel sheet, and if you have your report total up the sum of a number (I.e. the total number of opps, some of the opps,) it doesn't translate into that Excel sheet. Also, there needs to be a reporting dashboard.
Alek Babaa profile photo

Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
Insightly
7.3
Customer data management / contact management
Apptivo
8.7
Insightly
8.4
Workflow management
Apptivo
6.8
Insightly
7.4
Territory management
Apptivo
4.5
Insightly
6.1
Opportunity management
Apptivo
4.5
Insightly
8.0
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
Insightly
7.4
Quote & order management
Apptivo
1.0
Insightly
7.2
Interaction tracking
Apptivo
1.8
Insightly
7.4
Channel / partner relationship management
Apptivo
4.5
Insightly
7.7
Contract management
Apptivo
Insightly
6.5

Customer Service & Support

Apptivo
5.7
Insightly
7.1
Case management
Apptivo
7.7
Insightly
7.0
Help desk management
Apptivo
3.6
Insightly
7.1
Call center management
Apptivo
Insightly
7.2

Marketing Automation

Apptivo
4.5
Insightly
7.4
Lead management
Apptivo
4.5
Insightly
7.7
Email marketing
Apptivo
4.5
Insightly
7.1

CRM Project Management

Apptivo
7.3
Insightly
6.6
Task management
Apptivo
8.7
Insightly
7.8
Billing and invoicing management
Apptivo
4.5
Insightly
4.7
Reporting
Apptivo
8.7
Insightly
7.3

Customization

Apptivo
6.4
Insightly
7.1
Custom fields
Apptivo
6.4
Insightly
7.6
Custom objects
Apptivo
6.4
Insightly
6.6
Scripting environment
Apptivo
Insightly
6.8
API for custom integration
Apptivo
Insightly
7.5

Security

Apptivo
9.8
Insightly
8.0
Single sign-on capability
Apptivo
9.9
Insightly
8.0
Role-based user permissions
Apptivo
9.7
Insightly
8.0

Platform

Apptivo
9.7
Insightly
7.5
Mobile access
Apptivo
9.7
Insightly
7.5

CRM Reporting & Analytics

Apptivo
Insightly
7.1
Forecasting
Apptivo
Insightly
6.5
Pipeline visualization
Apptivo
Insightly
7.3
Customizable reports
Apptivo
Insightly
7.5

Social CRM

Apptivo
Insightly
6.8
Social data
Apptivo
Insightly
6.8
Social engagement
Apptivo
Insightly
6.7

Integrations with 3rd-party Software

Apptivo
Insightly
6.1
Marketing automation
Apptivo
Insightly
7.0
Compensation management
Apptivo
Insightly
5.2

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
  • File Management. It helps keeps all of our files that we link with our customers in their particular records so we don't have to go hunting for them.
  • With the integration to QuickBooks it allows us to get a 30,000 foot view of our finances.
  • The project management feature is nice as it allows us to keep manage our deliverables a lot better so tasks don't fall through the cracks.
Alek Babaa 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
  • The new interface is more difficult to use. I can't see the names of all of my inputs like I used to; I now have to spread all the columns out manually in order to read it all. Very tedious.
  • It doesn't provide a lot of options for customization within each "form". It would be nice to eliminate information that isn't pertinent to our company, or tailor wording to better suit what we do.
  • I wish it would allow me to add in notes easier. The current functionality does not make it easy to add in notes and they don't appear readily on a lead/opportunity/project which would be helpful to see when I click into one.
Kelly Meyer profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Insightly9.0
Based on 18 answers
I've got so much of value archived and I value it's easy accessibility.
Rob Schanilec 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
Insightly8.5
Based on 47 answers
Very easy to use!
Douglas Psulkowski, P.E. profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
Insightly10.0
Based on 3 answers
Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.
Jane Beisell PMP, CIA profile photo

Performance

No score
No answers yet
No answers on this topic
Insightly8.4
Based on 22 answers
Very impressed with the capabilities of Insightly and the speed at which reports are downloaded into Excel spreadsheets
Dwight Zwiener profile photo

Support

No score
No answers yet
No answers on this topic
Insightly3.2
Based on 14 answers
Support has always been competent, prompt, and has increased my trust in this product. Once you have the basics down, you don't need much support.
Rogier Fentener van Vlissingen profile photo

Online Training

No score
No answers yet
No answers on this topic
Insightly9.0
Based on 5 answers
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
Jane Beisell PMP, CIA 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
Insightly8.5
Based on 19 answers
You always need to be clear on your basic needs, but if it meets that, use it. This thing is a winner.

This program is by far the best CRM experience I have had, ever, and I have used many programs from the very simple to the very complex. In my book this program is a winner.
Rogier Fentener van Vlissingen 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
First it is very rare to find a CRM that combines the traditonal CRM function as well as Project Management. Insightly is not as pricey as other CRMs like Salesforce or Infusionsoft. The free version is a great way for a small business owner to actually use the CRM for as long as possible.
Kingsley Imade profile photo

Scalability

No score
No answers yet
No answers on this topic
Insightly7.8
Based on 6 answers
Would be nice to have certain allotment of memory per user
Gordon World 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
  • We have a better follow up process. (Some of that is just from the act of updating an old process, but Insightly facilitated that and the tools made the transition easy.) Now the sales pipeline is much more easily visualized by management and the automated tasks make following a prospect from initial contact through sale or abandonment with clear information about the outcome of each interaction.
  • Our client notes are much easier to search on than in our past system. This gives the sales and marketing teams a much clearer insight to what clients and prospects feel about our products and our company as a whole.
  • Marketing, sales, administration and technical support now all use the same system. Every aspect of the business use this tool and gather their own data into and out of it to great benefit.
John Seelye 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

Insightly

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