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4 Ratings

Microsoft Dynamics 365

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Top Rated
448 Ratings
4 Ratings
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Score 8 out of 101

Microsoft Dynamics 365

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Top Rated
448 Ratings
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Score 7.1 out of 101

Add comparison

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

Microsoft Dynamics 365

Microsoft Dynamics 365 is a good CRM system. We use it to track financials and also do operations of our company with it. We do use it for marketing as well, but I do not think it is the best tool. It is great for keeping your customers info and details.
No photo available

Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
Microsoft Dynamics 365
8.0
Customer data management / contact management
Apptivo
8.7
Microsoft Dynamics 365
8.1
Workflow management
Apptivo
6.8
Microsoft Dynamics 365
7.9
Territory management
Apptivo
4.5
Microsoft Dynamics 365
8.0
Opportunity management
Apptivo
4.5
Microsoft Dynamics 365
8.5
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
Microsoft Dynamics 365
8.1
Quote & order management
Apptivo
1.0
Microsoft Dynamics 365
7.3
Interaction tracking
Apptivo
1.8
Microsoft Dynamics 365
8.2
Channel / partner relationship management
Apptivo
4.5
Microsoft Dynamics 365
8.1
Contract management
Apptivo
Microsoft Dynamics 365
7.9

Customer Service & Support

Apptivo
5.7
Microsoft Dynamics 365
8.1
Case management
Apptivo
7.7
Microsoft Dynamics 365
8.5
Help desk management
Apptivo
3.6
Microsoft Dynamics 365
7.9
Call center management
Apptivo
Microsoft Dynamics 365
8.0

Marketing Automation

Apptivo
4.5
Microsoft Dynamics 365
7.2
Lead management
Apptivo
4.5
Microsoft Dynamics 365
7.3
Email marketing
Apptivo
4.5
Microsoft Dynamics 365
7.1

CRM Project Management

Apptivo
7.3
Microsoft Dynamics 365
7.3
Task management
Apptivo
8.7
Microsoft Dynamics 365
7.8
Billing and invoicing management
Apptivo
4.5
Microsoft Dynamics 365
7.2
Reporting
Apptivo
8.7
Microsoft Dynamics 365
6.8

Customization

Apptivo
6.4
Microsoft Dynamics 365
8.1
Custom fields
Apptivo
6.4
Microsoft Dynamics 365
8.3
Custom objects
Apptivo
6.4
Microsoft Dynamics 365
8.3
Scripting environment
Apptivo
Microsoft Dynamics 365
7.6
API for custom integration
Apptivo
Microsoft Dynamics 365
8.1

Security

Apptivo
9.8
Microsoft Dynamics 365
8.5
Single sign-on capability
Apptivo
9.9
Microsoft Dynamics 365
8.5
Role-based user permissions
Apptivo
9.7
Microsoft Dynamics 365
8.5

Platform

Apptivo
9.7
Microsoft Dynamics 365
7.0
Mobile access
Apptivo
9.7
Microsoft Dynamics 365
7.0

CRM Reporting & Analytics

Apptivo
Microsoft Dynamics 365
7.5
Forecasting
Apptivo
Microsoft Dynamics 365
7.1
Pipeline visualization
Apptivo
Microsoft Dynamics 365
8.1
Customizable reports
Apptivo
Microsoft Dynamics 365
7.4

Social CRM

Apptivo
Microsoft Dynamics 365
7.9
Social data
Apptivo
Microsoft Dynamics 365
7.7
Social engagement
Apptivo
Microsoft Dynamics 365
8.0

Integrations with 3rd-party Software

Apptivo
Microsoft Dynamics 365
7.9
Marketing automation
Apptivo
Microsoft Dynamics 365
8.0
Compensation management
Apptivo
Microsoft Dynamics 365
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.
No photo available
  • Marketing tracking.
  • Operations management.
  • Financial management.
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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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  • Making things a bit more simple on the interface
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Likelihood to Renew

No score
No answers yet
No answers on this topic
Microsoft Dynamics 3657.9
Based on 19 answers
We like the product and the ability to integrate 3rd solutions, especially around the helpdesk processes, and we are a Microsoft partner.
Steve Rauda 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
Microsoft Dynamics 3658.0
Based on 5 answers
The interface is somewhat clunky and has lots of noise. Navigating around is not that simple and takes some getting used to. I think there are improvements to this in the 2013 version
Reza Shirazi profile photo

Support

No score
No answers yet
No answers on this topic
Microsoft Dynamics 36510.0
Based on 1 answer
Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
Todd Jankowski 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
Microsoft Dynamics 3659.2
Based on 4 answers
Highly recommended for any Sales Team that has 10 or more persons
Chris Farias 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!
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While it might be better than Sugar (probably not), it's definitely not as useful as Salesforce.That said, CRMs are primarily what the company makes of them, and if the company is willing to invest in building out processes and integrations with other systems, Dynamics could be a great tool.
Layne Latham 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.
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  • Huge upfront effort to replace our old CRM with this system. It will take many years to see a quality return, but it is very scaleable for organization that are in growth mode and looking to roll this out across multiple sales offices or territories.
  • Positive impact on total pipeline management for upper management
  • Negative impact on the end users who had to spend a great deal of time cleaning up the issues from implementation
No photo available

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

Microsoft Dynamics 365

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Microsoft Dynamics 365 Editions & Modules
Microsoft Dynamics 365
Additional Pricing Details