What users are saying about

Apptivo

4 Ratings

Redtail CRM

12 Ratings

Apptivo

4 Ratings
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Score 8 out of 101

Redtail CRM

12 Ratings
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Score 8.9 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.
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Redtail CRM

It is well suited for the financial services business and I think that is because it is geared toward our industry, but I don't think it is limited to just financial services. I even like Redtail over using Salesforce or ACT software because of its functionality and low cost. I think a business from 1 employee to 1000 would benefit from Redtail
Drew Blackston, RFC® CRC® profile photo

Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
Redtail CRM
9.2
Customer data management / contact management
Apptivo
8.7
Redtail CRM
9.6
Workflow management
Apptivo
6.8
Redtail CRM
8.3
Territory management
Apptivo
4.5
Redtail CRM
9.0
Opportunity management
Apptivo
4.5
Redtail CRM
9.6
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
Redtail CRM
8.8
Quote & order management
Apptivo
1.0
Redtail CRM
9.7
Interaction tracking
Apptivo
1.8
Redtail CRM
9.4
Channel / partner relationship management
Apptivo
4.5
Redtail CRM
9.0
Contract management
Apptivo
Redtail CRM
9.3

Customer Service & Support

Apptivo
5.7
Redtail CRM
8.7
Case management
Apptivo
7.7
Redtail CRM
9.4
Help desk management
Apptivo
3.6
Redtail CRM
8.0
Call center management
Apptivo
Redtail CRM
8.5

Marketing Automation

Apptivo
4.5
Redtail CRM
8.5
Lead management
Apptivo
4.5
Redtail CRM
8.7
Email marketing
Apptivo
4.5
Redtail CRM
8.3

CRM Project Management

Apptivo
7.3
Redtail CRM
8.7
Task management
Apptivo
8.7
Redtail CRM
9.0
Billing and invoicing management
Apptivo
4.5
Redtail CRM
8.4
Reporting
Apptivo
8.7
Redtail CRM
8.7

Customization

Apptivo
6.4
Redtail CRM
8.0
Custom fields
Apptivo
6.4
Redtail CRM
8.1
Custom objects
Apptivo
6.4
Redtail CRM
7.9
Scripting environment
Apptivo
Redtail CRM
7.7
API for custom integration
Apptivo
Redtail CRM
8.4

Security

Apptivo
9.8
Redtail CRM
9.2
Single sign-on capability
Apptivo
9.9
Redtail CRM
9.3
Role-based user permissions
Apptivo
9.7
Redtail CRM
9.2

Platform

Apptivo
9.7
Redtail CRM
5.5
Mobile access
Apptivo
9.7
Redtail CRM
5.5

CRM Reporting & Analytics

Apptivo
Redtail CRM
8.4
Forecasting
Apptivo
Redtail CRM
8.0
Pipeline visualization
Apptivo
Redtail CRM
8.5
Customizable reports
Apptivo
Redtail CRM
8.7

Social CRM

Apptivo
Redtail CRM
5.6
Social data
Apptivo
Redtail CRM
5.6
Social engagement
Apptivo
Redtail CRM
5.5

Integrations with 3rd-party Software

Apptivo
Redtail CRM
8.4
Marketing automation
Apptivo
Redtail CRM
8.4
Compensation management
Apptivo
Redtail CRM
8.4

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
  • Being able to pull specific lists of prospects and clients
  • Ability to add detailed notes manually or through Mobile Assistant
  • Having data pushed in from our custodian TD Ameritrade
Drew Blackston, RFC® CRC® 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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  • I would like to see the ability to push annuity business into Redtail like brokerage accounts.
  • I would like to be able to attach documents to specific notes instead of just contacts in general.
  • Those are the only two cons that I have.
Drew Blackston, RFC® CRC® 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
No score
No answers yet
No answers on this topic

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
No score
No answers yet
No answers on this topic

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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Redtail is intuitive! I love how Redtail tends to be geared specifically towards financial advisors. There are some great CRMs out there, but nothing that takes care of a niche group like Redtail does. Redtail is built to make advisors successful and comply with FINRA. If you haven't considered Redtail yet, you might find that you're missing out on a simple and clean way to manage your client relationships!
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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.
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  • It has helped us get more organized with our data and lead sources
  • Ability to easily input client data, notes, and documents into a single area
  • Ability to integrate across the entire company easily
Drew Blackston, RFC® CRC® 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

Redtail CRM

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Redtail CRM Editions & Modules
Redtail CRM
Additional Pricing Details