What users are saying about
4 Ratings
28 Ratings
4 Ratings
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Score 8 out of 101
28 Ratings
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Score 8 out of 101

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

Starting a business you have enough stuff to deal with. Ontraport takes the headache out of the tech side. Everything works together and you don't ever get left alone to figure things out. I would beg any new business to invest in Ontraport. Or if you want to grow and scale an existing business it would be great. I think it more for service-based business.
Charles Kirkland 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
7.9
WYSIWYG email editor
Apptivo
Ontraport
8.5
Dynamic content
Apptivo
Ontraport
7.1
Ability to test dynamic content
Apptivo
Ontraport
8.3
Landing pages
Apptivo
Ontraport
7.1
A/B testing
Apptivo
Ontraport
5.5
Mobile optimization
Apptivo
Ontraport
7.5
Email deliverability
Apptivo
Ontraport
8.5
List management
Apptivo
Ontraport
9.1
Triggered drip sequences
Apptivo
Ontraport
9.6

Lead Management

Apptivo
Ontraport
8.6
Lead nurturing
Apptivo
Ontraport
9.1
Lead scoring and grading
Apptivo
Ontraport
8.6
Data quality management
Apptivo
Ontraport
8.3
Automated sales alerts and tasks
Apptivo
Ontraport
8.5

Campaign Management

Apptivo
Ontraport
6.9
Calendaring
Apptivo
Ontraport
6.2
Event/webinar marketing
Apptivo
Ontraport
7.6

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
8.5
Dashboards
Apptivo
Ontraport
8.1
Standard reports
Apptivo
Ontraport
8.3
Custom reports
Apptivo
Ontraport
9.2

Platform & Infrastructure

Apptivo
Ontraport
7.9
API
Apptivo
Ontraport
9.0
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

Apptivo

  • Good for streamlining project management on projects over a long life cycle.
  • Helpful in keeping contacts up to date and relevant.
  • Streamlines processes across the organization where there are many departments.
No photo available

Ontraport

  • User segmentation for specific messaging is key for us because it helps drive our new client conversions and existing client repurchasing.
  • ONTRAPORT plays nice with our scheduling software and WordPress so we can implement new material without hassle.
  • Campaigns and automation is simple to set up and monitor which helps us use more of their tools instead of paying for complex features we'll never use.
Jeremy Estes profile photo

Cons

Apptivo

  • 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

Ontraport

  • 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

Apptivo

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 9.1
Based on 8 answers
My client was already using Ontraport and had a decent investment in the tool. As soon as we turn around the revenue situation with my client's products, we will be ditching OAP immediately, despite the significant re-implementation cost we are going to face moving to a new system. I am part of a high-end, professional marketing group, and the overwhelming sentiment with these other professionals is that one should run away from this as fast as humanly possible. I thought their words were just ungrounded opinion, and I deeply regret that I did not heed them more closely before sinking still more time and effort into OAP.
No photo available

Usability

Apptivo

Apptivo 2.7
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

Ontraport

Ontraport 7.8
Based on 3 answers
The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes.When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.
Eric Foronjy profile photo

Performance

Apptivo

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 7.7
Based on 4 answers
Most of the time OP runs fine. But I've had to submit more support tickets this year do to messages, seq.'s or rules not running correctly. Also experienced slow response times moving in and around OP.
Chris Castillo profile photo

Support

Apptivo

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 9.0
Based on 3 answers
The techs are reasonably savvy, highly courteous and want to do right by their customers. Unfortunately, the product they are supporting is so deeply flawed that there's only so much they can do when your legitimate business requirements are simply not supported.
No photo available

In-Person Training

Apptivo

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 9.1
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

Apptivo

Apptivo 3.6
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

Ontraport

Ontraport 9.1
Based on 2 answers
If you know your business, ONTRAPORT is easy
Chad Root profile photo

Alternatives Considered

Apptivo

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.
No photo available

Ontraport

Ontraport is capable of more than MailChimp and AWeber, both of which I would consider beginner systems. It is also easier to use and understand initially than Infusionsoft, and takes less time to get off the ground when you make the change. It is capable of very complex tasks but the user interface is simple and the tasks are easy to construct. It takes away my worry and pain, that reason alone is enough to recommend them!
Matthew Watts profile photo

Scalability

Apptivo

No score
No answers yet
No answers on this topic

Ontraport

Ontraport 8.2
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

Apptivo

  • Helped us increase time to completion of projects.
  • Allowed us to execute on customer service and response times.
  • Elevated our department's visibility within the organization for a more streamlined workflow.
No photo available

Ontraport

  • 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

Edition
StarterFree1
Premium$101
Ultimate$251
EnterpriseN/A
  1. Per User per Month
Additional Pricing Details

Ontraport

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Ontraport Editions & Modules

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."

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