Apptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions.
$10
Per User per Month
vcita
Score 9.0 out of 10
N/A
vCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a lightweight CRM with the following features: - Manage appointments, payments, and clients - Access info & respond to clients on the go with a mobile app - Invite clients to…
$35
per month
Pricing
Apptivo
vcita
Editions & Modules
Premium
$10
Per User per Month
Ultimate
$25
Per User per Month
Starter
Free
Per User per Month
Enterprise
N/A
Essentials
$35
per month
Business
$65
per month
Platinum
$110
per month
Offerings
Pricing Offerings
Apptivo
vcita
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
—
Discount available for annual billing.
More Pricing Information
Community Pulse
Apptivo
vcita
Features
Apptivo
vcita
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Apptivo
7.7
4 Ratings
1% below category average
vcita
8.8
5 Ratings
12% above category average
Customer data management / contact management
10.04 Ratings
9.55 Ratings
Workflow management
6.82 Ratings
8.04 Ratings
Territory management
4.51 Ratings
00 Ratings
Opportunity management
10.03 Ratings
00 Ratings
Integration with email client (e.g., Outlook or Gmail)
9.14 Ratings
00 Ratings
Contract management
10.02 Ratings
00 Ratings
Quote & order management
7.43 Ratings
00 Ratings
Interaction tracking
1.81 Ratings
00 Ratings
Channel / partner relationship management
9.13 Ratings
00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Apptivo
9.7
4 Ratings
24% above category average
vcita
-
Ratings
Case management
9.14 Ratings
00 Ratings
Call center management
10.02 Ratings
00 Ratings
Help desk management
10.03 Ratings
00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Apptivo
10.0
3 Ratings
26% above category average
vcita
7.0
3 Ratings
10% below category average
Lead management
10.03 Ratings
00 Ratings
Email marketing
10.03 Ratings
7.03 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Apptivo
8.9
4 Ratings
15% above category average
vcita
8.0
5 Ratings
4% above category average
Task management
8.34 Ratings
00 Ratings
Billing and invoicing management
9.13 Ratings
9.05 Ratings
Reporting
9.14 Ratings
7.03 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Apptivo
10.0
2 Ratings
27% above category average
vcita
-
Ratings
Forecasting
10.02 Ratings
00 Ratings
Pipeline visualization
10.02 Ratings
00 Ratings
Customizable reports
10.02 Ratings
00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Apptivo
7.2
3 Ratings
6% below category average
vcita
6.8
7 Ratings
12% below category average
Custom fields
5.73 Ratings
6.67 Ratings
Custom objects
6.63 Ratings
00 Ratings
API for custom integration
9.12 Ratings
7.02 Ratings
Security
Comparison of Security features of Product A and Product B
Apptivo
10.0
4 Ratings
18% above category average
vcita
9.7
6 Ratings
15% above category average
Single sign-on capability
10.04 Ratings
00 Ratings
Role-based user permissions
10.04 Ratings
9.76 Ratings
Platform
Comparison of Platform features of Product A and Product B
I would absolutely recommend Apptivo! We have used Apptivo for years, and we wouldn't consider another platform to keep all of our contacts together in one place. It's easy to export certain lists for certain mailings and to add/remove new contacts and move things around as needed over time. There's freedom to adding new contacts and the pricing is phenomenal
It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.
Without a doubt, the best thing about Apptivo is that it has become a perfect internal and external communication platform. This platform will allow you to know who is taking care of certain tasks with clients and control all projects with your clients. With very affordable plans for your pocket, it has a free version for up to 3 users. It far surpasses quite a few CRMs in the same category. Apptivo CRM allows you to customize many details and work with it does not consume time or resources. You are faced with a very comfortable software to use, simple and well designed.
Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).
Apptivo is always quick to respond whenever we have had a problem over out time of using the program. The customer service reps are always very polite and professional in their responses and are very knowledgeable! I have never gone to them with a problem that they don't do everything in their power to help solve, and most times they have (abbreviating states is the only issue we weren't able to solve).
I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.
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
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.