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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

    Plutio

    Score8.7 out of 10
    N/APlutio is a project management application from the UK company of the same name, featuring configurable shareable task lists, task notifications and alerts, and a client portal.N/A
    Pricing
    ApptivoPlutio
    Editions & Modules
    Premium
    $10
    Per User per Month
    Ultimate
    $25
    Per User per Month
    Starter
    Free
    Per User per Month
    Enterprise
    N/A
    No answers on this topic
    Offerings
    Pricing Offerings
    ApptivoPlutio
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    ApptivoPlutio
    Considered Both Products
    Apptivo Inc
    No answer on this topic
    Plutio
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    100%
    Would buy again
    9 Answers
    Delivers good value for the price
    No answers on this topic
    100%
    Delivers good value for the price
    9 Answers
    Happy with the feature set
    No answers on this topic
    100%
    Happy with the feature set
    9 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    100%
    Lived up to sales and marketing promises
    8 Answers
    Implementation went as expected
    No answers on this topic
    100%
    Implementation went as expected
    9 Answers
    Features
    ApptivoPlutio
    Sales Force Automation
    Comparison of Sales Force Automation features of Apptivo and Plutio
    Feature
    Apptivo
    7.7
    4 Ratings
    2% below category average
    Plutio
    -
    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 Plutio
    Feature
    Apptivo
    9.7
    4 Ratings
    23% above category average
    Plutio
    -
    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 Plutio
    Feature
    Apptivo
    10.0
    3 Ratings
    26% above category average
    Plutio
    -
    Ratings
    Lead management10.03 Ratings00 Ratings
    Email marketing10.03 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Apptivo and Plutio
    Feature
    Apptivo
    8.9
    4 Ratings
    14% above category average
    Plutio
    -
    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 Plutio
    Feature
    Apptivo
    10.0
    2 Ratings
    27% above category average
    Plutio
    -
    Ratings
    Forecasting10.02 Ratings00 Ratings
    Pipeline visualization10.02 Ratings00 Ratings
    Customizable reports10.02 Ratings00 Ratings
    Customization
    Comparison of Customization features of Apptivo and Plutio
    Feature
    Apptivo
    7.2
    3 Ratings
    6% below category average
    Plutio
    -
    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 Plutio
    Feature
    Apptivo
    10.0
    4 Ratings
    17% above category average
    Plutio
    -
    Ratings
    Single sign-on capability10.04 Ratings00 Ratings
    Role-based user permissions10.04 Ratings00 Ratings
    Platform
    Comparison of Platform features of Apptivo and Plutio
    Feature
    Apptivo
    7.9
    4 Ratings
    4% above category average
    Plutio
    -
    Ratings
    Mobile access7.94 Ratings00 Ratings
    Project Management
    Comparison of Project Management features of Apptivo and Plutio
    Feature
    Apptivo
    -
    Ratings
    Plutio
    8.3
    12 Ratings
    8% above category average
    Task Management00 Ratings10.012 Ratings
    Resource Management00 Ratings7.58 Ratings
    Gantt Charts00 Ratings6.03 Ratings
    Scheduling00 Ratings10.08 Ratings
    Workflow Automation00 Ratings6.95 Ratings
    Team Collaboration00 Ratings10.011 Ratings
    Support for Agile Methodology00 Ratings5.04 Ratings
    Support for Waterfall Methodology00 Ratings8.52 Ratings
    Document Management00 Ratings6.010 Ratings
    Email integration00 Ratings10.09 Ratings
    Mobile Access00 Ratings7.69 Ratings
    Timesheet Tracking00 Ratings10.07 Ratings
    Change request and Case Management00 Ratings9.25 Ratings
    Budget and Expense Management00 Ratings9.53 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Apptivo and Plutio
    Feature
    Apptivo
    -
    Ratings
    Plutio
    7.1
    10 Ratings
    8% below category average
    Quotes/estimates00 Ratings7.17 Ratings
    Invoicing00 Ratings8.610 Ratings
    Project & financial reporting00 Ratings7.15 Ratings
    Integration with accounting software00 Ratings5.53 Ratings
    Best Alternatives
    ApptivoPlutio
    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
    ApptivoPlutio
    Likelihood to Recommend
    9.0
    (4 ratings)
    8.0
    (13 ratings)
    Usability
    9.1
    (3 ratings)
    9.0
    (2 ratings)
    Support Rating
    9.1
    (2 ratings)
    10.0
    (7 ratings)
    Implementation Rating
    3.6
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    ApptivoPlutio
    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
    Read full review
    Plutio
    Plutio is great for the individual who is constantly on the go, managing a wealth of online information and projects. I can see those who work in education, such as administration, or technology coaches/teacher coaches using a platform like this to stay organized. Freelance or consultants would also benefit as it can manage your digital self.
    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
    Plutio
    • Task tracking.
    • Assigning tasks with sending notifications.
    • Start and complete the task with the notified team leader upon completion of the task.
    • Different project management.
    • Efficient working with the team.
    • Assign team members to manage the task with full or partial access.
    • Powerful user experience.
    • Set reminders of specific tasks or schedules.
    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
    Plutio
    • While the ability to customize is great, it is a little lacking in the visual GUI department. But thats more of a personal preference than anything else.
    • When choosing dates and times for tasks and projects I think the input method could be a little less clunky.
    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
    Plutio
    Plutio puts work into real contribution, allowing me to connect with the team with white-label collaboration. It is an all-in-one platform for me to manage all tasks effectively. Consistently, it positively impacts work and overall growth by adding encouragement. It's worth using this tool to keep track of the task and overall development, so sharing positive reviews might be helpful to others.
    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
    Read full review
    Plutio
    I have only needed to reach out for support once and got a quick response. There was an issue with the Mac app, but I knew it was in beta. Leo, the owner, was quick to reply thanking me for letting him know about the issue, that the Mac app is still in beta, and that I can use the web version in the meantime until the bug was fixed.
    Incentivized
    Read full review
    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
    Plutio
    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
    Plutio
    I have tried Suite Dash, Agiled, FlowLu throughout the process of finding a tool that fits our business the best. Plutio was the easiest to deploy and use by far. The other systems had more features and capability but was pretty difficult to learn how to use and set up. We were up and running with Plutio in a matter of hours with a business process, rather than a spreadsheet and an independent proposal and invoicing process.
    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
    Plutio
    • We landed some contracts on platforms like Upwork, due to the professional image we portray with Plutio
    • Excellent ROI, we save lots of time with this tool
    • Very reasonable pricing for what you get (ROI)
    • More organized in our daily business
    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