What users are saying about
4 Ratings
51 Ratings
4 Ratings
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Score 8 out of 101
51 Ratings
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Score 7.5 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

Sage CRM

Only having one primary contact can cause issues for companies who are more specialized and custom. We deal with many people throughout the company so this can cause issues on trying to figure out who to contact. Creating advanced custom screens are also rather complicated and many times would require outside work to complete.For retail it is much more simplistic and easy to use. Storing all customer information along with communication info is simple.
No photo available

Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
Sage CRM
9.5
Customer data management / contact management
Apptivo
8.7
Sage CRM
10.0
Workflow management
Apptivo
6.8
Sage CRM
10.0
Territory management
Apptivo
4.5
Sage CRM
10.0
Opportunity management
Apptivo
4.5
Sage CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
Sage CRM
10.0
Quote & order management
Apptivo
1.0
Sage CRM
10.0
Interaction tracking
Apptivo
1.8
Sage CRM
10.0
Channel / partner relationship management
Apptivo
4.5
Sage CRM
10.0
Contract management
Apptivo
Sage CRM
5.6

Customer Service & Support

Apptivo
5.7
Sage CRM
10.0
Case management
Apptivo
7.7
Sage CRM
10.0
Help desk management
Apptivo
3.6
Sage CRM
10.0
Call center management
Apptivo
Sage CRM
10.0

Marketing Automation

Apptivo
4.5
Sage CRM
10.0
Lead management
Apptivo
4.5
Sage CRM
10.0
Email marketing
Apptivo
4.5
Sage CRM
10.0

CRM Project Management

Apptivo
7.3
Sage CRM
10.0
Task management
Apptivo
8.7
Sage CRM
10.0
Billing and invoicing management
Apptivo
4.5
Sage CRM
10.0
Reporting
Apptivo
8.7
Sage CRM
10.0

Customization

Apptivo
6.4
Sage CRM
10.0
Custom fields
Apptivo
6.4
Sage CRM
10.0
Custom objects
Apptivo
6.4
Sage CRM
10.0
Scripting environment
Apptivo
Sage CRM
10.0
API for custom integration
Apptivo
Sage CRM
10.0

Security

Apptivo
9.8
Sage CRM
10.0
Single sign-on capability
Apptivo
9.9
Sage CRM
10.0
Role-based user permissions
Apptivo
9.7
Sage CRM
10.0

Platform

Apptivo
9.7
Sage CRM
10.0
Mobile access
Apptivo
9.7
Sage CRM
10.0

CRM Reporting & Analytics

Apptivo
Sage CRM
10.0
Forecasting
Apptivo
Sage CRM
10.0
Pipeline visualization
Apptivo
Sage CRM
10.0
Customizable reports
Apptivo
Sage CRM
10.0

Social CRM

Apptivo
Sage CRM
10.0
Social data
Apptivo
Sage CRM
10.0
Social engagement
Apptivo
Sage CRM
10.0

Integrations with 3rd-party Software

Apptivo
Sage CRM
10.0
Marketing automation
Apptivo
Sage CRM
10.0
Compensation management
Apptivo
Sage CRM
10.0

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

Sage CRM

  • SAGE CRM is a very clean and easy to use interface and easy to navigate around. Users seem to instantly understand with very little training where they are in the system, which is not always true of other system we have used in the past. The Key sometimes is removing 'clutter' for that user.
  • Sales and Sales Manager tend to find it is very intuitive and since it is flexibly with its design, we have created various extra option to improve sales peoples management of Contracts, Events and even Samples, saving and eliminating multiple spreadsheets.
  • Case Management and workflow capabilities together with the ability to offer Self Service and embed into your website has been very powerful and a number of client have found this can save them tremendous time. Adding in automatic notifications through a powerful workflow capability can save hours of time for the Users
  • Flexible Reporting using a wizard approach means that the system is easy to train on and for users we find that they embrace this even more since they feel an ownership for the CRM system, something that all CRM User aspire too.
  • Flexible licencing and Editions. Not always well known, but SAGE CRM has two editions (somewhat confusing) the Cloud or SAGE CRM.com doest use the same naming convention, but these are Standard And Advanced Editions. However, in particular, there is a Concurrent Licence option, albeit at a premium, but we once saved a client over £14000 on a 50 user system when they migrated to SAGE CRM Concurrent from their existing Named Licence CRM system, paying for the complete migration in year One
Gary Perkins 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

Sage CRM

  • One of the areas that Sage CRM is different is the way that Appointments and Tasks are delivered to the user in the interface. This presents a challenge in the way that most people utilize a Calendar in their daily execution. Many companies want to see a color coded Calendar for multiple team members and this is provided through a 3rd party.
  • Executing workflow through the mobile device is another area that users have requested. With such a strong workflow and escalation engine extending to the mobile interface would be groundbreaking in the CRM industry.
  • The data loading tools also need some work. In today's world we often extend the platform for unique entities and today we use 3rd party tools for any data migration besides basic customer and contact information.
Danny Estrada profile photo

Likelihood to Renew

Apptivo

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 5.1
Based on 11 answers
There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.
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

Sage CRM

Sage CRM 8.3
Based on 3 answers
I think it is intuitive, easy to customize and easy to learn
Kari-Ann B. Ryan profile photo

Performance

Apptivo

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 8.2
Based on 1 answer
Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all
Kari-Ann B. Ryan profile photo

In-Person Training

Apptivo

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 7.0
Based on 1 answer
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
No photo available

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

Sage CRM

Sage CRM 8.0
Based on 1 answer
The implementation and upgrades were rather quick and straight forward.Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
No photo available

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

Sage CRM

I have evaluated and implemented MS Dynamics CRM from a business perspective, and more recently Salesforce.com CRM as an administarator. Sage was more intuitive than Salesforce, and also less expensice than both of them. At that time, I used Sage CRM because the company I was working with had purchased Sage ERP. However, they never implemented it, but I did implement Sage CRM almost by myself. It is a great tool to manage sales process and marketing campaigns.
Luis Brea 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

Sage CRM

  • Allowed managers to have visibility into salesperson pipelines with far less communication and time spent by all.
  • Allowed more predicative information on where the business is from a pipeline perspective so we can predict future business and resource requirements.
  • Allowed us to manage our customer support more effectively with less staff and allows cases and information to be passed from one staff member to another easily.
Glen Mund 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

Sage CRM

General

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

Sage CRM Editions & Modules

On-premise Edition
Sage CRM (on premise)1
  1. Lifetime License per Seat
SaaS Edition
Sage CRM (cloud)$451
  1. Per User per Month
Additional Pricing Details
Tiered pricing is available for multiple users.

Rating Summary

Likelihood to Recommend

Apptivo
6.3
Sage CRM
9.0

Likelihood to Renew

Apptivo
Sage CRM
5.1

Usability

Apptivo
2.7
Sage CRM
8.3

Performance

Apptivo
Sage CRM
8.2

In-Person Training

Apptivo
Sage CRM
7.0

Implementation

Apptivo
3.6
Sage CRM
8.0

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