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4 Ratings
Top Rated
49 Ratings
4 Ratings
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Score 8 out of 101
Top Rated
49 Ratings
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Score 8.2 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

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.
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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

  • 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
  • Sage CRM is very intuitive and easy to use. The benefit to organizations using this system is that users will find executing daily tasks seamless and accessing historical information easily while selling or servicing customers and prospects.
  • The dashboards and reporting are extensive at both a global and a client level. In addition, these reports and dashboards are available through any interface (smartphone, tablet, browser). This makes accessing real time information in a meaningful way available to users easy through any device wherever the user is located.
  • Escalations and workflow are also very powerful. Sage CRM uniquely provides the ability for users to execute workflow from within the context of the dashboards. What this means is that every day tasks can be executed quickly without lots of time searching through client records.
Danny Estrada 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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  • Integration with MS Outlook was not that great at the time
  • Support from Sales Channels (sales distributors)
  • Multi pricing - selecting different price lists (Incoterms) and multicurrency (online currency rates exchanges)
  • Onsite training and certification on the application
Luis Brea profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Sage CRM5.1
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.
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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
Sage CRM8.3
Based on 3 answers
It does its job. Missing a few things here and there that can be remedied with outside add-ons
No photo available

Performance

No score
No answers yet
No answers on this topic
Sage CRM8.2
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

No score
No answers yet
No answers on this topic
Sage CRM7.0
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.
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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
Sage CRM8.0
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

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!
No photo available
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

  • 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
  • Added time to call logging
  • Needs work on statistic reporting
  • It has a good search function
Anthony Reyes 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

Sage CRM

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Sage CRM Editions & Modules
Sage CRM
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.