What users are saying about

Apptivo

4 Ratings

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Top Rated
428 Ratings

Apptivo

4 Ratings
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Score 8 out of 101

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Top Rated
428 Ratings
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Score 7.1 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

Microsoft Dynamics 365

It worked great for documenting client-facing requests in our large client base. Some of the workflows between implementation and billing have improved efficiencies and allowed us to avoid missed revenue. That said, there are also a lot of options and functions that are not applicable, and it would be great to be able to hide/remove things that aren't needed to avoid clutter and inefficiencies.
Haley Lay profile photo

Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
Microsoft Dynamics 365
7.6
Customer data management / contact management
Apptivo
8.7
Microsoft Dynamics 365
7.5
Workflow management
Apptivo
6.8
Microsoft Dynamics 365
7.8
Territory management
Apptivo
4.5
Microsoft Dynamics 365
7.9
Opportunity management
Apptivo
4.5
Microsoft Dynamics 365
7.9
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
Microsoft Dynamics 365
7.3
Quote & order management
Apptivo
1.0
Microsoft Dynamics 365
7.0
Interaction tracking
Apptivo
1.8
Microsoft Dynamics 365
8.0
Channel / partner relationship management
Apptivo
4.5
Microsoft Dynamics 365
7.8
Contract management
Apptivo
Microsoft Dynamics 365
7.4

Customer Service & Support

Apptivo
5.7
Microsoft Dynamics 365
7.4
Case management
Apptivo
7.7
Microsoft Dynamics 365
7.8
Help desk management
Apptivo
3.6
Microsoft Dynamics 365
7.0
Call center management
Apptivo
Microsoft Dynamics 365
7.4

Marketing Automation

Apptivo
4.5
Microsoft Dynamics 365
6.9
Lead management
Apptivo
4.5
Microsoft Dynamics 365
7.0
Email marketing
Apptivo
4.5
Microsoft Dynamics 365
6.9

CRM Project Management

Apptivo
7.3
Microsoft Dynamics 365
7.1
Task management
Apptivo
8.7
Microsoft Dynamics 365
7.7
Billing and invoicing management
Apptivo
4.5
Microsoft Dynamics 365
7.2
Reporting
Apptivo
8.7
Microsoft Dynamics 365
6.5

Customization

Apptivo
6.4
Microsoft Dynamics 365
8.1
Custom fields
Apptivo
6.4
Microsoft Dynamics 365
8.2
Custom objects
Apptivo
6.4
Microsoft Dynamics 365
8.3
Scripting environment
Apptivo
Microsoft Dynamics 365
7.9
API for custom integration
Apptivo
Microsoft Dynamics 365
8.0

Security

Apptivo
9.8
Microsoft Dynamics 365
8.0
Single sign-on capability
Apptivo
9.9
Microsoft Dynamics 365
7.9
Role-based user permissions
Apptivo
9.7
Microsoft Dynamics 365
8.2

Platform

Apptivo
9.7
Microsoft Dynamics 365
7.3
Mobile access
Apptivo
9.7
Microsoft Dynamics 365
7.3

CRM Reporting & Analytics

Apptivo
Microsoft Dynamics 365
7.2
Forecasting
Apptivo
Microsoft Dynamics 365
6.7
Pipeline visualization
Apptivo
Microsoft Dynamics 365
7.7
Customizable reports
Apptivo
Microsoft Dynamics 365
7.1

Social CRM

Apptivo
Microsoft Dynamics 365
7.4
Social data
Apptivo
Microsoft Dynamics 365
7.2
Social engagement
Apptivo
Microsoft Dynamics 365
7.5

Integrations with 3rd-party Software

Apptivo
Microsoft Dynamics 365
7.5
Marketing automation
Apptivo
Microsoft Dynamics 365
7.5
Compensation management
Apptivo
Microsoft Dynamics 365
7.4

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
  • End-User Usability. The system is very user-friendly. A novice user can easily find an account and review all the account information on one screen with links to contacts, cases, opportunities, etc that are associated with the account. All of the different entities are shown on the left-hand side of the screen. Searching for different records types within each entity is simple. New records can easily be created by users. Users can also create their own advanced finds (views). Users have the ability to set their own default start area along with the ability to set a default view for each entity. This is particularly helpful for users who rarely use the system and don't always remember which entity they need to access or which view to select. In the case of upper-management, who may only interested in viewing Dashboards, setting these user defaults is extremely helpful. Reports are easy to run and can have a variety of parameters to allow the user to customize the report data.
  • Integration with Outlook. MS Dynamics CRM easily integrates with MS Outlook through a plug-in that is installed on the user's machine. Through this plug-in, a user can track emails, appointments, and tasks from Outlook to CRM through the click of a button. From that point forward, any changes made in either system are synced. In addition, if an email is tracked, any further responses or forwards of that email (inter-company) are also tracked in CRM. Users do have the ability to untrack any email at any point, which will stop any further responses or forwards from being tracked in CRM.
  • Customization. From a developer's standpoint, most customizations are fairly simple. A new entity can be created for users in less than a day. Web resources can be created and can be very powerful on entity forms, as well as other places. There are several different types of Web Resources that can be created such as javascript, html, and css. Processes (workflows and dialogs) can be created that can be run on-demand or that can be triggered by an event, such as new record creation or field change. New users are easy to setup. Out-of-the-box, there are several security roles already created. These roles can be customized and you can also easily create your own. The system can be used right out-of-the-box and customizations can be done later as needs are realized.
  • Third Party Managed Solutions. It is very easy to install managed solutions into MS Dynamics CRM. There is even a marketplace available where you can search for these solutions. They are also very easy to uninstall if you decide it does not suit your needs. Some of these solutions are free and some cost money. Regardless of cost, which is defined by the creator of the solution and not by Microsoft, the availability of these solutions are a definite strength because as a developer, you do not have to reinvent the wheel. In addition, if you create a managed solution that you feel will benefit others, you can add it to the marketplace and share with other developers.
Christina Bayley 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.
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  • Most of the personal customization is done through JavaScript. The way that CRM lets you view the JavaScript is not in a way that you could work or develop within at all. I have to take the JavaScript that exists and copy and paste it to a JavaScript editor. I use Notepad ++. I do my development in there and then when I'm done I copy and paste it back into the CRM screen. Then I have to publish it and see if it worked as I planned.
  • I think it would be much more helpful to have even just a simple JavaScript editor within CRM. The screen you insert this into has no formatting and is tiny. A bigger workspace and a little bit of editing capabilities would be a very nice addition.
  • Some capability of a test environment would be nice. Any changes via JavaScript or workflow is done in the live database. So if I make a JavaScript change and it doesn't work the first time, everyone of the users can see the error right away if they are in the Entity I'm making the change within. The ability to test the customizations without having them be live right away would be a huge help.
  • I am only a moderate programmer. There is an SDK that you can download or comes with CRM. You have the ability to create "Plug Ins" at will. These can be very big and powerful additions or small and helpful. But there is no good documentation that I have been able to find about how to use the SDK. I see references to it online all the time but I can't figure out how to access and use it. It would be nice if there was more clear documentation about how to access the information that is contained within the SDK.
Chris Jensen profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Microsoft Dynamics 3657.9
Based on 19 answers
The efficiencies that Dynamics CRM brings gives us back at least 2 hours per week of time that used to be spent co-ordinating with others, looking for files and emails, and trying to figure out who said what when, and who did what and why. Put a $ value on each hour and it becomes a no-brainer decision. And the ability for the back office to respond quickly to a request from the field without playing phone tag, etc gives us a tremendous competitive advantage. Our business is all about customer service, and CRM helps us enhance that.
Chris Farias 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!
No photo available
We are a Microsoft shop with a lot of Microsoft products. The key stakeholder in the business also had experience in working with Dynamics CRM in a prior job
Reza Shirazi 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
  • If we lost our data, we would potentially go under
  • Dynamics has provided us with a database of prospects
  • Definitely worth the spend
Brian Kedash 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

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