What users are saying about

Apptivo

4 Ratings

Unanet

13 Ratings

Apptivo

4 Ratings
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Score 8 out of 101

Unanet

13 Ratings
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Score 7.4 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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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

  • 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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  • The time keeping component works well. It gives a level of confidentiality we did not have in our previous home grown system.
  • We are able to set up projects based on a number of criteria, allowing us to differentiate for reporting purposes.
  • We can easily import billing information into our Financial system from Unanet, when previously we would manually enter this information.
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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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  • Would like to be able to search for users by first name as well as last name.
  • Would like to be able to modify save and share some of the canned reports.
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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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We were used to Deltek's Costpoint from the prior company and Unanet is far easier to use for users, accounting personnel, project managers, and corporate managers. Continuous enhancements lead us to believe that Unanet will be even better in meeting our needs.
Robert Tamaru 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.
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  • While we acquired professional services initially to integrate with Quickbooks and then to switch to Financials, the costs were reasonable and the consultants were extremely knowledgeable and helpful. We were able to maintain DCAA compliance under both configuations.
  • Timely project financials make it easy to manage potential cost overruns.
  • We are still hoping to be able to support production jobs and are looking forward to the next Champions Conference to see what others have done to address that market as well as what potential future enhancements with Unanet will allow us to address this market.
Robert Tamaru 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

Unanet

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