8 Reviews and Ratings
1 Reviews and Ratings
I would absolutely recommend Apptivo! We have used Apptivo for years, and we wouldn't consider another platform to keep all of our contacts together in one place. It's easy to export certain lists for certain mailings and to add/remove new contacts and move things around as needed over time. There's freedom to adding new contacts and the pricing is phenomenal Incentivized
It is a good tool for smaller companies entering the MCA space, but doesn't scale all that well, and provides limited options for reporting customization.Incentivized
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.
They have lots of detail on the deal pages.It allows for multiple internal and external users.It has global search functionality.Incentivized
Dashboard and interface subsections are a bit clunky re: functionality.Built-in email client isn't always a feasible option for efficiency (signatures are different, contacts don't always update accordingly).Consistency and integration between apps is not always optimal.Incentivized
Poor reporting.Filtering is clunky.They could improve on data visualization.Renewal advances that are not refinances are difficult to manage.Incentivized
Without a doubt, the best thing about Apptivo is that it has become a perfect internal and external communication platform. This platform will allow you to know who is taking care of certain tasks with clients and control all projects with your clients. With very affordable plans for your pocket, it has a free version for up to 3 users. It far surpasses quite a few CRMs in the same category. Apptivo CRM allows you to customize many details and work with it does not consume time or resources. You are faced with a very comfortable software to use, simple and well designed.Incentivized
Apptivo is always quick to respond whenever we have had a problem over out time of using the program. The customer service reps are always very polite and professional in their responses and are very knowledgeable! I have never gone to them with a problem that they don't do everything in their power to help solve, and most times they have (abbreviating states is the only issue we weren't able to solve).Incentivized
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
The price was right for what we needed to use Apptivo for (the CRM and the contact management/project management models). And, we needed something basic and easy to implement so we could get up and running with little down time. The other systems we evaluated didn't seem to have the exact pricing and features/functionality we were looking for so we made the determination that Apptivo would be the best fit.Incentivized
We haven't used any others.Incentivized
It allows me to get a vision of what is happening with the businesscontrol sales, marketing and customer service processes from a single pointfacilitates administrative tasksIncentivized
We've been able to grow our working capital program over the years with the help of MCA Suite.Data management is difficult, and we struggle with reporting.We have granted merchants dedicated to their advances for tracking purposes.Incentivized