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

Unanet

As I said, Unanet is great for timekeeping and expense reporting. It's very easy to navigate and intuitive for my staff to use. On the other hand, reports are a challenge. The ones that are "canned" only come out as PDFs so I find I waste a lot of paper each month. Customized reports are better and come in Excel, but setting them up is not that easy. We've been working with Unanet just over a year. We went "live" effective 1/1/2017 and we're still avoiding the reporting functions even though that was one of the main reasons we purchased Unanet in the first place
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Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

Apptivo
4.5
Unanet
Lead management
Apptivo
4.5
Unanet
Email marketing
Apptivo
4.5
Unanet

CRM Project Management

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

Customization

Apptivo
6.4
Unanet
Custom fields
Apptivo
6.4
Unanet
Custom objects
Apptivo
6.4
Unanet

Security

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

Platform

Apptivo
9.7
Unanet
Mobile access
Apptivo
9.7
Unanet

Project Management

Apptivo
Unanet
8.6
Task Management
Apptivo
Unanet
9.5
Resource Management
Apptivo
Unanet
9.0
Gantt Charts
Apptivo
Unanet
8.0
Scheduling
Apptivo
Unanet
9.0
Workflow Automation
Apptivo
Unanet
8.5
Team Collaboration
Apptivo
Unanet
8.4
Support for Agile Methodology
Apptivo
Unanet
9.9
Support for Waterfall Methodology
Apptivo
Unanet
10.0
Document Management
Apptivo
Unanet
7.0
Email integration
Apptivo
Unanet
8.5
Mobile Access
Apptivo
Unanet
6.1
Timesheet Tracking
Apptivo
Unanet
10.0
Change request and Case Management
Apptivo
Unanet
7.9
Budget and Expense Management
Apptivo
Unanet
8.5

Professional Services Automation

Apptivo
Unanet
9.1
Quotes/estimates
Apptivo
Unanet
8.9
Invoicing
Apptivo
Unanet
9.0
Project & financial reporting
Apptivo
Unanet
9.5
Integration with accounting software
Apptivo
Unanet
9.0

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

Unanet

  • Unanet integrates with our current ARP system which allow the changes made in Dynamics to flow over to Unanet which ensures accuracy between systems.
  • The ability to export and import templates is a very strong feature of Unanet as well. We deal with many changes in assignments, additions of projects, importing of time from legacy systems, and countless other bulk data uploads which are handled extremely well by the import and export features. This is one of the more important strengths in the Unanet system in my view.
  • Reporting is also a very strong feature in Unanet. Besides the volume of project, accounting, and user reports, the ability to save individual reports with such detailed criteria is a great benefit. Most if not all of our project managers have their own personalized reports which allow them to drill down and view data their on their preferred level.
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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

Unanet

  • No support for MRP for production, bill of materials, inventory, etc. While service oriented companies don't need this, this would be helpful for companies that also have product lines.
  • Limited reporting support for vendors and customers although some of this is expected in the next release.
  • Current lack of interactive reports to support drill down to get additional detail about certain records or transactions. This is planned for the next release so we'll see how well this is supported.
  • No support for adding supporting documents/attachments to previously posted entries without voiding them and reentering them. We sometimes get receipts and even invoices a few days after the entry is made and posted.
  • No real support for capitalized assets for depreciation calculations. We currently do this outside of Unanet, but it would be nice if it was integrated.
Robert Tamaru 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

Unanet

No score
No answers yet
No answers on this topic

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
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Unanet

No score
No answers yet
No answers on this topic

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

Unanet

It is much better than QuickBooks, but not quite as thorough as Deltek. A great product for the price though!
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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

Unanet

  • It's probably too early to fairly answer this question. Exporting and Importing billing information has reduced the time spent in creating customer invoices. Which presumably leads to shorter collection time. This frees up more time during the accounting cycle for other activities. I'm hoping that as we further use Unanet's capabilities we will see a marked improvement in the billing process.
  • Once staff got comfortable with Unanet, there was an increase in job satisfaction. Staff reported the system was easy to learn and use. Staff use it to submit request PTO so the one-stop-shop works for them.
  • We're still working on reports, but this was one of the features we liked about Unanet when we made the decision to purchase it. I'm excited about real time reporting capabilities in Unanet. It will allow project managers to more effectively assign and track resources applied to individual projects, practice leaders to measure profitability by person, product line, customer, or any manner of criteria, and assist the executive team in making fully informed business decisions.
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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

Edition
StarterFree1
Premium$101
Ultimate$251
EnterpriseN/A
  1. Per User per Month
Additional Pricing Details

Unanet

General

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

Unanet Editions & Modules

Additional Pricing Details

Add comparison