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4 Ratings
26 Ratings
4 Ratings
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Score 8 out of 101
26 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

Ontraport

If you have multiple offers, or points of entry where you generate leads, I like ONTRAPORT a lot. You can build out centralized campaigns which make it very easy to manage your messaging and monitor performance. They're also good for multiple users, as each user can customize the interface to suit. I don't really like ONTRAPORT for a CRM though.
Jeremy Estes profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

Apptivo
4.5
Ontraport
Lead management
Apptivo
4.5
Ontraport
Email marketing
Apptivo
4.5
Ontraport

CRM Project Management

Apptivo
7.3
Ontraport
Task management
Apptivo
8.7
Ontraport
Billing and invoicing management
Apptivo
4.5
Ontraport
Reporting
Apptivo
8.7
Ontraport

Customization

Apptivo
6.4
Ontraport
Custom fields
Apptivo
6.4
Ontraport
Custom objects
Apptivo
6.4
Ontraport

Security

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

Platform

Apptivo
9.7
Ontraport
Mobile access
Apptivo
9.7
Ontraport

Email & Online Marketing

Apptivo
Ontraport
7.4
WYSIWYG email editor
Apptivo
Ontraport
8.0
Dynamic content
Apptivo
Ontraport
7.5
Ability to test dynamic content
Apptivo
Ontraport
8.3
Landing pages
Apptivo
Ontraport
7.1
A/B testing
Apptivo
Ontraport
3.4
Mobile optimization
Apptivo
Ontraport
7.0
Email deliverability
Apptivo
Ontraport
7.6
List management
Apptivo
Ontraport
8.6
Triggered drip sequences
Apptivo
Ontraport
9.3

Lead Management

Apptivo
Ontraport
8.1
Lead nurturing
Apptivo
Ontraport
8.6
Lead scoring and grading
Apptivo
Ontraport
7.5
Data quality management
Apptivo
Ontraport
7.8
Automated sales alerts and tasks
Apptivo
Ontraport
8.3

Campaign Management

Apptivo
Ontraport
5.6
Calendaring
Apptivo
Ontraport
6.2
Event/webinar marketing
Apptivo
Ontraport
5.0

Social Media Marketing

Apptivo
Ontraport
7.1
Social sharing and campaigns
Apptivo
Ontraport
7.1
Social profile integration
Apptivo
Ontraport
7.2

Reporting & Analytics

Apptivo
Ontraport
8.3
Dashboards
Apptivo
Ontraport
7.8
Standard reports
Apptivo
Ontraport
8.0
Custom reports
Apptivo
Ontraport
9.0

Platform & Infrastructure

Apptivo
Ontraport
7.8
API
Apptivo
Ontraport
8.0
Role-based workflow & approvals
Apptivo
Ontraport
8.0
Customizability
Apptivo
Ontraport
8.7
Integration with Salesforce.com
Apptivo
Ontraport
7.3
Integration with Microsoft Dynamics CRM
Apptivo
Ontraport
7.3
Integration with SugarCRM
Apptivo
Ontraport
7.3

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
  • Campaign builder. The visual campaign builder is very easy to use and feels pretty modern.
  • CRM: customizing what type of data I'd like WHERE has been great. Custom fields, being able to move them around.
  • Task Management: one of the things that set ONTRAPORT apart from other similar automation platforms is the tasks. You can trigger automated tasks that cause your salespeople to take action, and the tasks stay in the queue until the salesperson takes that action and checks it off. This is great for putting together a web of accountability.
Andrew Muller 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
  • Integrations. Basically, all integrations are done using Zapier. This is a huge time suck. In other programs like ActiveCampaign, you have WordPress plugins to import your data from Gravity Forms. It takes 2 minutes to set up. With Zapier, even a simple integration takes a minimum of 30 minutes to setup and test to the point where you trust it.
  • Documentation: there is a lot of documentation, but a lot of it is confusing with not enough examples to make something clear.
  • Templates: other programs like Drip focus on more templates for campaigns. While there are a few here, there's really not a ton and they don't seem carefully curated.
  • Learning curve: it took a really long time to get it set up for our business. I appreciated the onboarding sessions, which definitely helped a lot, but it could have been simpler.
  • Version 5: last year ONTRAPORT launched their newest version of their software. I can see that it's a foundation that they will be able to build a lot on, but it's not fleshed out yet. Like a fresh foundation and a good building, but not a lot of paint or polish yet.
  • Sales funnels: managing people through a sales funnel just happens through a custom field that you set up. There's no predetermined "section" for something that a lot of sales teams would want. It makes it easy to not know what's going to happen with your automation when you send someone to a new part of the sales funnel (ie. you move someone to the next part of the sales funnel, it triggers an automation, maybe you weren't aware of that). It would be great if it gave you a quick summary of some of the automation you're about to send when you take actions.
  • Intimidation: enough said. It just feels intimidating to set this stuff up. This may be true for all the other automation programs too though.
Andrew Muller profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Ontraport9.1
Based on 8 answers
It works well and they have great service and support
Matthew Watts 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
Ontraport7.8
Based on 3 answers
It's really pretty simple.
Chad Root profile photo

Performance

No score
No answers yet
No answers on this topic
Ontraport7.7
Based on 4 answers
World class features on a simple to use, customizable platform
Chad Root profile photo

Support

No score
No answers yet
No answers on this topic
Ontraport9.0
Based on 3 answers
6 plus years and going strong
Chad Root profile photo

In-Person Training

No score
No answers yet
No answers on this topic
Ontraport9.1
Based on 1 answer
I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.
David Jaeger 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
Ontraport9.1
Based on 2 answers
If you know your business, ONTRAPORT is easy
Chad Root 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
Infusionsoft - I chose ONTRAPORT over Infusionsoft because I could make it match up to my clients processes easier. I value the flexibility. On the flip side, Infusionsoft has some eCommerce integration and pre-configured solutions that are appealing.VTrenz, Marketo, Silverpop were all on the list back in 2008 when I looked at them but they were overboard on roles and structure not to mention unaffordable for small and midsize clients.
Chad Root profile photo

Scalability

No score
No answers yet
No answers on this topic
Ontraport8.2
Based on 1 answer
With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.
Jen Levitz 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 can save costs on excessive mailings as we are more targeted in our efforts and wasting less communication.
  • We have been able to more effectively target relevant donors that have given more recently.
  • ONTRAPORT has consolidated the tracking software that we have used for contact information.
Kalyn Hoffman 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

Ontraport

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Ontraport Editions & Modules
Ontraport
Edition
Pro
$2971
Basic
$792
Plus
$1473
Enterprise
$4974
1. per month (3 Users -- up to 10,000 Contacts)
2. per month (1 User -- up to 1,000 contacts)
3. per month (2 Users -- up to 2,500 Contacts)
4. per month (5 Users -- up to 20,000 Contacts)
Modules
100,000 extra contacts
$991
Additional user
$472
100,000 extra messages
$993
First-class postcards
$13
1. Other
2. Per User per Month
3. Other
Additional Pricing Details
Packages are priced on a month to month contract where you can cancel your account at any time. Clients may opt-in for an annual contract, where they pay for 10 months up front and the last two are "free".