What users are saying about

Apptivo

4 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8 out of 101

Square Customer Engagement

11 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.6 out of 101

Add comparison

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

Square Customer Engagement

[Square is well suited for] Any small business / independent contractor with little to medium business flow where a monthly fee just doesn't make sense. If you are performing large transactions or have a lot of business / a lot of people using square readers then an actual flat rate from a bank / provider would likely be a better option.
Kyle Farago profile photo

Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
Square Customer Engagement
8.0
Customer data management / contact management
Apptivo
8.7
Square Customer Engagement
8.0
Workflow management
Apptivo
6.8
Square Customer Engagement
8.0
Territory management
Apptivo
4.5
Square Customer Engagement
8.0
Opportunity management
Apptivo
4.5
Square Customer Engagement
8.0
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
Square Customer Engagement
8.0
Quote & order management
Apptivo
1.0
Square Customer Engagement
8.0
Interaction tracking
Apptivo
1.8
Square Customer Engagement
8.0
Channel / partner relationship management
Apptivo
4.5
Square Customer Engagement
8.0
Contract management
Apptivo
Square Customer Engagement
8.0

Customer Service & Support

Apptivo
5.7
Square Customer Engagement
Case management
Apptivo
7.7
Square Customer Engagement
Help desk management
Apptivo
3.6
Square Customer Engagement

Marketing Automation

Apptivo
4.5
Square Customer Engagement
Lead management
Apptivo
4.5
Square Customer Engagement
Email marketing
Apptivo
4.5
Square Customer Engagement

CRM Project Management

Apptivo
7.3
Square Customer Engagement
8.0
Task management
Apptivo
8.7
Square Customer Engagement
8.0
Billing and invoicing management
Apptivo
4.5
Square Customer Engagement
8.0
Reporting
Apptivo
8.7
Square Customer Engagement
8.0

Customization

Apptivo
6.4
Square Customer Engagement
Custom fields
Apptivo
6.4
Square Customer Engagement
Custom objects
Apptivo
6.4
Square Customer Engagement

Security

Apptivo
9.8
Square Customer Engagement
8.0
Single sign-on capability
Apptivo
9.9
Square Customer Engagement
Role-based user permissions
Apptivo
9.7
Square Customer Engagement
8.0

Platform

Apptivo
9.7
Square Customer Engagement
8.0
Mobile access
Apptivo
9.7
Square Customer Engagement
8.0

CRM Reporting & Analytics

Apptivo
Square Customer Engagement
8.0
Forecasting
Apptivo
Square Customer Engagement
8.0
Pipeline visualization
Apptivo
Square Customer Engagement
8.0
Customizable reports
Apptivo
Square Customer Engagement
8.0

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
  • No monthly fees
  • Reasonable per transaction fee
  • Good priced equipment/addons
  • Chip and NFC readers available
Kyle Farago 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.
No photo available
  • Some of the build quality on the peripherals could feel a bit better.
  • Have more options for businesses with more credit card transactions such as monthly or discounted per transaction once a certain number is reached.
  • Have functionality to allow for a typed card number without the higher fee if the software verifies there is a hardware/read error with the card.
Kyle Farago 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!
No photo available
The only other service similar to Square I have any interaction with is PayPal here, it works in a very similar manner, and at the time had the same exact fee schedule. It has the added perk of going directly into your PayPal account if this is a service you use a lot of for your business. It (at the time) did not have any additional readers or peripherals such as NFC or Chip readers, but that may have changed now. Over all I'd say they are pretty close to each other performance wise, but Square has a bigger user base for the card reader specifically.
Kyle Farago 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
  • This has allowed me to accept credit / debit transactions without having to have a monthly subscription to a service and lose money on times of no to little use, allowing me to have a broader customer range as checks are risky.
  • All of my initial equipment was free and there were no startup costs so my return was immediate.
  • The small fee taken out of the transaction is very much worth the ability to accept nearly all plastic transactions.
Kyle Farago 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

Square Customer Engagement

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Square Customer Engagement Editions & Modules
Square Customer Engagement
Additional Pricing Details