What users are saying about
4 Ratings
7 Ratings
4 Ratings
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Score 8 out of 101
7 Ratings
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Score 7.8 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

TaskRay

TaskRay is a great solution for small to medium sized businesses running multiple projects at the same time. It is very cost effective and their development team is actively adding new functionality regularly. If you prefer working from a tiled Kanban board view, this is highly worth evaluating.
Rich Beliveau profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Apptivo
5.7
TaskRay
Case management
Apptivo
7.7
TaskRay
Help desk management
Apptivo
3.6
TaskRay

Marketing Automation

Apptivo
4.5
TaskRay
Lead management
Apptivo
4.5
TaskRay
Email marketing
Apptivo
4.5
TaskRay

CRM Project Management

Apptivo
7.3
TaskRay
Task management
Apptivo
8.7
TaskRay
Billing and invoicing management
Apptivo
4.5
TaskRay
Reporting
Apptivo
8.7
TaskRay

Customization

Apptivo
6.4
TaskRay
Custom fields
Apptivo
6.4
TaskRay
Custom objects
Apptivo
6.4
TaskRay

Security

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

Platform

Apptivo
9.7
TaskRay
Mobile access
Apptivo
9.7
TaskRay

Project Management

Apptivo
TaskRay
8.6
Task Management
Apptivo
TaskRay
9.0
Resource Management
Apptivo
TaskRay
8.0
Gantt Charts
Apptivo
TaskRay
9.5
Scheduling
Apptivo
TaskRay
10.0
Workflow Automation
Apptivo
TaskRay
9.0
Team Collaboration
Apptivo
TaskRay
9.0
Support for Agile Methodology
Apptivo
TaskRay
8.5
Support for Waterfall Methodology
Apptivo
TaskRay
8.0
Document Management
Apptivo
TaskRay
5.6
Email integration
Apptivo
TaskRay
9.0
Mobile Access
Apptivo
TaskRay
9.0
Timesheet Tracking
Apptivo
TaskRay
10.0
Change request and Case Management
Apptivo
TaskRay
8.0
Budget and Expense Management
Apptivo
TaskRay
8.0

Professional Services Automation

Apptivo
TaskRay
8.5
Invoicing
Apptivo
TaskRay
8.0
Project & financial reporting
Apptivo
TaskRay
9.0
Integration with accounting software
Apptivo
TaskRay
8.5

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

TaskRay

  • Onboarding Templates
  • Scheduling Onboarding tasks and assignments to client and employees
  • Creating project logs so that everyone knows what is being worked on
No photo available

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

TaskRay

  • Unfortunately TaskRay does not allow us to share templates externally with customers.
  • We have employees all over the world and we don't think TaskRay will support other languages such as Japanese. Note, I am speaking with a sales rep next week to confirm this, so we may be incorrect.
Leah Sevey profile photo

Likelihood to Renew

Apptivo

No score
No answers yet
No answers on this topic

TaskRay

TaskRay 10.0
Based on 1 answer
It's hands-down the best PM tool we have ever used. Nothing compares in ease of use and being easy to learn. It also looks great and makes sense immediately
Micah Jones profile photo

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

TaskRay

TaskRay 10.0
Based on 1 answer
Easy Easy Easy to use
Micah Jones profile photo

Support

Apptivo

No score
No answers yet
No answers on this topic

TaskRay

TaskRay 10.0
Based on 1 answer
I have not had many support issues but when I have, they have been courteous helpful, and solved the issue
Micah Jones profile photo

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

TaskRay

TaskRay 10.0
Based on 1 answer
Again, just like the app, the implementation was very easy.
Micah Jones profile photo

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

TaskRay

We are still in our year long evaluation process. But TaskRay has been the easiest, and most successfully adopted tool so far. Even if we do not end up choosing TaskRay, I do not regret implementing the system or the experience working with the team at TaskRay. The only reason we may not end up going with TaskRay is lack of templates and slightly stunted reporting features (this is mainly due to Salesforce limitations). Our organization is growing so quickly, we need to consider tools that are better able to regiment processes in a larger group of Customer Service Representatives and give management more detailed insight into those activities.
Hilary Mohs 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

TaskRay

  • It was highly effective in organizing projects and sprints.
  • Time cards were easy to manage.
  • TaskRay's integration with Salesforce is a huge win as well as you can leverage workflows, approval processes, and alert notifications.
Rich Beliveau 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

TaskRay

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

TaskRay Editions & Modules

Additional Pricing Details

Add comparison