What users are saying about

Apptivo

4 Ratings

SalesOutlook

23 Ratings

Apptivo

4 Ratings
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Score 8 out of 101

SalesOutlook

23 Ratings
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Score 6.8 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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SalesOutlook

It is good for situations where you are emailing with clients about pertinent information that needs to be included in the SalesForce account for that client. It is much easier than having to copy and paste. It is not as appropriate for attachments because you cannot attach PDFs etc., to the SalesForce account page from Outlook.
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Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
SalesOutlook
7.0
Customer data management / contact management
Apptivo
8.7
SalesOutlook
7.0
Workflow management
Apptivo
6.8
SalesOutlook
7.0
Territory management
Apptivo
4.5
SalesOutlook
5.0
Opportunity management
Apptivo
4.5
SalesOutlook
5.0
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
SalesOutlook
9.0
Quote & order management
Apptivo
1.0
SalesOutlook
5.0
Interaction tracking
Apptivo
1.8
SalesOutlook
9.0
Channel / partner relationship management
Apptivo
4.5
SalesOutlook
7.0
Contract management
Apptivo
SalesOutlook
9.0

Customer Service & Support

Apptivo
5.7
SalesOutlook
8.0
Case management
Apptivo
7.7
SalesOutlook
8.0
Help desk management
Apptivo
3.6
SalesOutlook

Marketing Automation

Apptivo
4.5
SalesOutlook
5.5
Lead management
Apptivo
4.5
SalesOutlook
5.0
Email marketing
Apptivo
4.5
SalesOutlook
6.0

CRM Project Management

Apptivo
7.3
SalesOutlook
9.0
Task management
Apptivo
8.7
SalesOutlook
9.0
Billing and invoicing management
Apptivo
4.5
SalesOutlook
Reporting
Apptivo
8.7
SalesOutlook

Customization

Apptivo
6.4
SalesOutlook
Custom fields
Apptivo
6.4
SalesOutlook
Custom objects
Apptivo
6.4
SalesOutlook

Security

Apptivo
9.8
SalesOutlook
Single sign-on capability
Apptivo
9.9
SalesOutlook
Role-based user permissions
Apptivo
9.7
SalesOutlook

Platform

Apptivo
9.7
SalesOutlook
Mobile access
Apptivo
9.7
SalesOutlook

Integrations with 3rd-party Software

Apptivo
SalesOutlook
6.0
Marketing automation
Apptivo
SalesOutlook
6.0

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.
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  • It makes it easy to transfer information
  • It is easy to view in conjunction with Outlook
  • Keeps people accountable for details in the file
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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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  • Sometimes it doesn't load properly
  • Would like some of the buttons to be a bit more user-friendly
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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.
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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
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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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I have never used a similar product to this. So far my experience with this product is pretty good. I would recommend it to colleagues and other businesses
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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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  • Easier to track case details
  • Speeds up the process of getting cases through all the steps
  • Sometimes there are glitches and takes time out of business to reload etc.
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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

SalesOutlook

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