What users are saying about

Apptivo

4 Ratings

OpenAir PSA

29 Ratings

Apptivo

4 Ratings
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Score 8 out of 101

OpenAir PSA

29 Ratings
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Score 6.5 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

OpenAir PSA

As a growing company/agency that is striving to reach a broader scale, Netsuite is a good tool to manage a broader team and a team that sits across multiple offices. Internally, we see the most value from a budget, expense reporting, personnel management and time management standpoint (including monitoring time off and billable project hours).
Dan Lobring profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Apptivo
5.7
OpenAir PSA
Case management
Apptivo
7.7
OpenAir PSA
Help desk management
Apptivo
3.6
OpenAir PSA

Marketing Automation

Apptivo
4.5
OpenAir PSA
Lead management
Apptivo
4.5
OpenAir PSA
Email marketing
Apptivo
4.5
OpenAir PSA

CRM Project Management

Apptivo
7.3
OpenAir PSA
Task management
Apptivo
8.7
OpenAir PSA
Billing and invoicing management
Apptivo
4.5
OpenAir PSA
Reporting
Apptivo
8.7
OpenAir PSA

Customization

Apptivo
6.4
OpenAir PSA
Custom fields
Apptivo
6.4
OpenAir PSA
Custom objects
Apptivo
6.4
OpenAir PSA

Security

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

Platform

Apptivo
9.7
OpenAir PSA
Mobile access
Apptivo
9.7
OpenAir PSA

Project Management

Apptivo
OpenAir PSA
6.9
Task Management
Apptivo
OpenAir PSA
6.7
Resource Management
Apptivo
OpenAir PSA
6.7
Gantt Charts
Apptivo
OpenAir PSA
6.5
Scheduling
Apptivo
OpenAir PSA
7.3
Workflow Automation
Apptivo
OpenAir PSA
7.4
Team Collaboration
Apptivo
OpenAir PSA
7.0
Support for Agile Methodology
Apptivo
OpenAir PSA
5.0
Support for Waterfall Methodology
Apptivo
OpenAir PSA
6.0
Document Management
Apptivo
OpenAir PSA
5.0
Email integration
Apptivo
OpenAir PSA
5.5
Mobile Access
Apptivo
OpenAir PSA
8.5
Timesheet Tracking
Apptivo
OpenAir PSA
8.6
Change request and Case Management
Apptivo
OpenAir PSA
7.6
Budget and Expense Management
Apptivo
OpenAir PSA
8.9

Professional Services Automation

Apptivo
OpenAir PSA
6.1
Quotes/estimates
Apptivo
OpenAir PSA
5.0
Invoicing
Apptivo
OpenAir PSA
5.8
Project & financial reporting
Apptivo
OpenAir PSA
8.0
Integration with accounting software
Apptivo
OpenAir PSA
5.8

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
  • Ease of use for time management
  • Ability to access remotely via the web & mobile app
  • Easy to use to track job numbers & personnel assigned to projects
Dan Lobring 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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  • The Dashboard is atrocious.
  • Reporting is not intuitive.
  • Too many ways to do the same thing - confusing user experience.
  • Sometimes impossible to get a comprehensive report and must run multiple reports to get what you need.
  • Setting up skills in Resource Management needs to be very basic, or not usable. This just might be our business as we have many areas of expertise within different product lines.
  • My least favorite module is the Resource Management module as there is no connection between a booking and a project task assignment.
  • Report view in OpenAir requires most to be exported into Excel to be viewed and pivoted. Not really easy to view right from system.
  • Timesheet entries for the week are all connected so if one project on that timesheet needs to be backed out, the entire timesheet needs to be unapproved
  • Difficult to see what queue the timesheet approval is in.
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Likelihood to Renew

No score
No answers yet
No answers on this topic
OpenAir PSA8.2
Based on 7 answers
We have to look at the whole ecosystem, if it happened that we changed our CRM or ERP, we want to make sure that OpenAir Netsuite PSA is compatible with them, if not there is a chance [we would] switch to an alternative solution.
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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
OpenAir PSA9.4
Based on 4 answers
Aside from Reporting, where there is some room for improvement, the usability is overall very strong. In Reporting, you can get the job done for the most part, but it might take a lot of creativity to get there.
No photo available

Reliability and Availability

No score
No answers yet
No answers on this topic
OpenAir PSA10.0
Based on 3 answers
The system up time was reliable and that was never anything we ever had any concerns/issues with.
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Performance

No score
No answers yet
No answers on this topic
OpenAir PSA9.0
Based on 3 answers
The performance was acceptable. If you had a very large data set you were working with it might take a little longer, but within reason.
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Support

No score
No answers yet
No answers on this topic
OpenAir PSA10.0
Based on 3 answers
They were responsive and knowledgeable. We had access to a single point of contact and we could contact him via phone/email as needed. It was very convenient and it made it easy since that person was already familiar with how we were using the solution, our configuration, etc.
No photo available

In-Person Training

No score
No answers yet
No answers on this topic
OpenAir PSA10.0
Based on 2 answers
Very knowledgeable and able to articulate how other customers configured the solution to meet their needs as well as the best practices they recommended.
No photo available

Online Training

No answers on this topic
We did a 3 day online remote course back in April. NetSuite prefers training to occur before migration. We went over the functionality of tool and three months later we migrated. Personally, I didn’t find it that beneficial. Certain parts of it were beneficial as they applied to me – talked a lot about invoicing capabilities that didn’t apply to me. They also have knowledge base / e-learning assets, but I haven’t referred to them
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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
OpenAir PSA10.0
Based on 2 answers
It went fine. Everything came over the way we wanted. In addition to migrating the current projects we wanted to migrate historical data – did that seamlessly. The finished product looked pretty good – just needed to tweak – and they helped us with that
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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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Microsoft Project Server was a very complex solution and often unflexible. We needed something less complex but with power and chose OpenAir.
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Scalability

No score
No answers yet
No answers on this topic
OpenAir PSA10.0
Based on 2 answers
Once the system is setup, it's easy to manage and maintain.
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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 gained the ability to make decisions more quickly on our projects because we could rely on the information being reported.
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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

OpenAir PSA

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