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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Apptivo

    Score9 out of 10
    N/AApptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions.

    $10

    Per User per Month

    Paymo

    Score9.4 out of 10
    N/APaymo is a collaborative work management platform that helps track team progress, collaborate in context, and make smarter decisions. It acts as a single source of truth, where project planning, resource scheduling, file proofing, time tracking, and billing feed into each other to co-exist under the same roof.

    $0

    Up to 10 users

    Pricing
    ApptivoPaymo
    Editions & Modules
    Premium
    $10
    Per User per Month
    Ultimate
    $25
    Per User per Month
    Starter
    Free
    Per User per Month
    Enterprise
    N/A
    Free
    $0
    Up to 10 users
    Small Office
    $11.95
    per user/per month
    Business
    $18.95
    per user/per month
    Offerings
    Pricing Offerings
    ApptivoPaymo
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details—Free version available for freelancers.
    More Pricing Information
    Features
    ApptivoPaymo
    Sales Force Automation
    Comparison of Sales Force Automation features of Apptivo and Paymo
    Feature
    Apptivo
    7.7
    4 Ratings
    2% below category average
    Paymo
    -
    Ratings
    Customer data management / contact management10.04 Ratings00 Ratings
    Workflow management6.82 Ratings00 Ratings
    Territory management4.51 Ratings00 Ratings
    Opportunity management10.03 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.14 Ratings00 Ratings
    Contract management10.02 Ratings00 Ratings
    Quote & order management7.43 Ratings00 Ratings
    Interaction tracking1.81 Ratings00 Ratings
    Channel / partner relationship management9.13 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Apptivo and Paymo
    Feature
    Apptivo
    9.7
    4 Ratings
    23% above category average
    Paymo
    -
    Ratings
    Case management9.14 Ratings00 Ratings
    Call center management10.02 Ratings00 Ratings
    Help desk management10.03 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Apptivo and Paymo
    Feature
    Apptivo
    10.0
    3 Ratings
    26% above category average
    Paymo
    -
    Ratings
    Lead management10.03 Ratings00 Ratings
    Email marketing10.03 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Apptivo and Paymo
    Feature
    Apptivo
    8.9
    4 Ratings
    14% above category average
    Paymo
    -
    Ratings
    Task management8.34 Ratings00 Ratings
    Billing and invoicing management9.13 Ratings00 Ratings
    Reporting9.14 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Apptivo and Paymo
    Feature
    Apptivo
    10.0
    2 Ratings
    27% above category average
    Paymo
    -
    Ratings
    Forecasting10.02 Ratings00 Ratings
    Pipeline visualization10.02 Ratings00 Ratings
    Customizable reports10.02 Ratings00 Ratings
    Customization
    Comparison of Customization features of Apptivo and Paymo
    Feature
    Apptivo
    7.2
    3 Ratings
    6% below category average
    Paymo
    -
    Ratings
    Custom fields5.73 Ratings00 Ratings
    Custom objects6.63 Ratings00 Ratings
    API for custom integration9.12 Ratings00 Ratings
    Security
    Comparison of Security features of Apptivo and Paymo
    Feature
    Apptivo
    10.0
    4 Ratings
    17% above category average
    Paymo
    -
    Ratings
    Single sign-on capability10.04 Ratings00 Ratings
    Role-based user permissions10.04 Ratings00 Ratings
    Platform
    Comparison of Platform features of Apptivo and Paymo
    Feature
    Apptivo
    7.9
    4 Ratings
    4% above category average
    Paymo
    -
    Ratings
    Mobile access7.94 Ratings00 Ratings
    Project Management
    Comparison of Project Management features of Apptivo and Paymo
    Feature
    Apptivo
    -
    Ratings
    Paymo
    5.9
    9 Ratings
    26% below category average
    Task Management00 Ratings3.59 Ratings
    Resource Management00 Ratings5.36 Ratings
    Gantt Charts00 Ratings4.43 Ratings
    Scheduling00 Ratings7.06 Ratings
    Team Collaboration00 Ratings4.16 Ratings
    Support for Waterfall Methodology00 Ratings7.82 Ratings
    Document Management00 Ratings5.06 Ratings
    Email integration00 Ratings5.04 Ratings
    Mobile Access00 Ratings5.37 Ratings
    Timesheet Tracking00 Ratings9.09 Ratings
    Budget and Expense Management00 Ratings8.88 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Apptivo and Paymo
    Feature
    Apptivo
    -
    Ratings
    Paymo
    9.2
    3 Ratings
    18% above category average
    Quotes/estimates00 Ratings8.93 Ratings
    Invoicing00 Ratings9.93 Ratings
    Project & financial reporting00 Ratings8.93 Ratings
    Best Alternatives
    ApptivoPaymo
    Small Businesses
    Salesflare
    Score10 out of 10
    Any.do
    Score8 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    ApptivoPaymo
    Likelihood to Recommend
    9.0
    (4 ratings)
    8.0
    (10 ratings)
    Usability
    9.1
    (3 ratings)
    9.0
    (1 ratings)
    Support Rating
    9.1
    (2 ratings)
    8.9
    (3 ratings)
    Implementation Rating
    3.6
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    ApptivoPaymo
    Likelihood to Recommend
    Apptivo Inc
    I would absolutely recommend Apptivo! We have used Apptivo for years, and we wouldn't consider another platform to keep all of our contacts together in one place. It's easy to export certain lists for certain mailings and to add/remove new contacts and move things around as needed over time. There's freedom to adding new contacts and the pricing is phenomenal
    Incentivized
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    ProfitSolv
    Beautiful interface throughout, easy setup, most natural progressions are fluid and easy to use. Browser functionality allows us to use it cross-platform. Very reasonable pricing model as well. We have had a little trouble using Paymo for the entire creative process to have proofs reviewed and approved. Also, have to use external forms to have work submitted from campus.
    Incentivized
    Read full review
    Pros
    Apptivo Inc
    • 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.
    Read full review
    ProfitSolv
    • The ability to code exactly what time I worked on a project enables me to bill clients more accurately and within different minimums, which besides more accurately tracking time, this has been extremely helpful as I negotiate contracts for services and offer different deals with potential clients. Some are billed to the minute, some in 15-minute minimums, and some in 20-minute blocks.
    • The live reports are great, showing time spent in the minimums that I've set, while also including as much detail as I wish to share.
    • I've now started just writing my notes into the tracker, which are then carried into the live reports - this eases my needing to send logs to clients, as well as helping me to keep projects on track.
    Incentivized
    Read full review
    Cons
    Apptivo Inc
    • Dashboard and interface subsections are a bit clunky re: functionality.
    • Built-in email client isn't always a feasible option for efficiency (signatures are different, contacts don't always update accordingly).
    • Consistency and integration between apps is not always optimal.
    Incentivized
    Read full review
    ProfitSolv
    • It would be really helpful if on the timer tool, they asked you to switch projects when you stop the timer, so it could fill that time in right away for you.
    • I never use the 'My Tasks' because I don't fully understand how to integrate it to be useful to what our purposes are in Paymo. Some Youtube tutorials might be helpful
    Incentivized
    Read full review
    Usability
    Apptivo Inc
    Without a doubt, the best thing about Apptivo is that it has become a perfect internal and external communication platform. This platform will allow you to know who is taking care of certain tasks with clients and control all projects with your clients. With very affordable plans for your pocket, it has a free version for up to 3 users. It far surpasses quite a few CRMs in the same category. Apptivo CRM allows you to customize many details and work with it does not consume time or resources. You are faced with a very comfortable software to use, simple and well designed.
    Incentivized
    Read full review
    ProfitSolv
    It is a complete, a bit overambitious app but with many features that are needed. I didn't need most of the features but managed to make the most of the two I was using. Also, I think it is a well-rounded app and I am considering moving some team collab there.
    Incentivized
    Read full review
    Support Rating
    Apptivo Inc
    Apptivo is always quick to respond whenever we have had a problem over out time of using the program. The customer service reps are always very polite and professional in their responses and are very knowledgeable! I have never gone to them with a problem that they don't do everything in their power to help solve, and most times they have (abbreviating states is the only issue we weren't able to solve).
    Incentivized
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    ProfitSolv
    Good! Fast, excellent, speedy responses. They always wanted to know why and how they could improve on something (good on receiving feedback, too). Not that they were much needed, but my limited experience with them is good; they were really keen to understand what the problem was really about and how they could help with it.
    Incentivized
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    Implementation Rating
    Apptivo Inc
    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
    Read full review
    ProfitSolv
    No answers on this topic
    Alternatives Considered
    Apptivo Inc
    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.
    Incentivized
    Read full review
    ProfitSolv
    We still use Trello and Slack, but Basecamp and HubSpot are too much for our operation to manage or integrate. Paymo is missing some of the tracking features of HubSpot and isn't as universally used as Basecamp but we've been with them for 8 years and they seem to know what matters most to their user base
    Incentivized
    Read full review
    Return on Investment
    Apptivo Inc
    • It allows me to get a vision of what is happening with the business
    • control sales, marketing and customer service processes from a single point
    • facilitates administrative tasks
    Incentivized
    Read full review
    ProfitSolv
    • Gives me more accurate time that I've spent on projects compared to older methods I've used.
    • Has data that I can pull together, for example my boss wanted to know the percentage of time I'd spent working on projects for one client compared to everything else - I was able to give them an accurate percentage.
    • Forces you to stay on top of jobs, which can lengthen the time to complete something
    Incentivized
    Read full review
    ScreenShots

    Apptivo Screenshots

    Screenshot of Customize each app by dragging and dropping each attributeScreenshot of Project management gantt chartScreenshot of Convert a lead into a contact, customer, and/or opportunity

    Paymo Screenshots

    Screenshot of List View.Screenshot of Table View.Screenshot of Gantt Chart View.Screenshot of Full Task Details.Screenshot of Team Scheduling.Screenshot of Leave Planner.