What users are saying about

Apptivo

4 Ratings

WorkBook

3 Ratings

Apptivo

4 Ratings
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Score 8 out of 101

WorkBook

3 Ratings
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Score 8.5 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.
No photo available

WorkBook

For project companies with management needs and normally companies with more than 5-10 employees. For all project companies within marketing, architecture, audit, it supports, engineers and other professional services
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Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

Apptivo
4.5
WorkBook
Lead management
Apptivo
4.5
WorkBook
Email marketing
Apptivo
4.5
WorkBook

CRM Project Management

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

Customization

Apptivo
6.4
WorkBook
Custom fields
Apptivo
6.4
WorkBook
Custom objects
Apptivo
6.4
WorkBook

Security

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

Platform

Apptivo
9.7
WorkBook
Mobile access
Apptivo
9.7
WorkBook

Project Management

Apptivo
WorkBook
9.4
Task Management
Apptivo
WorkBook
10.0
Resource Management
Apptivo
WorkBook
10.0
Gantt Charts
Apptivo
WorkBook
10.0
Scheduling
Apptivo
WorkBook
9.0
Workflow Automation
Apptivo
WorkBook
9.0
Team Collaboration
Apptivo
WorkBook
9.0
Support for Agile Methodology
Apptivo
WorkBook
10.0
Support for Waterfall Methodology
Apptivo
WorkBook
10.0
Document Management
Apptivo
WorkBook
9.0
Email integration
Apptivo
WorkBook
9.0
Mobile Access
Apptivo
WorkBook
8.0
Timesheet Tracking
Apptivo
WorkBook
10.0
Change request and Case Management
Apptivo
WorkBook
10.0
Budget and Expense Management
Apptivo
WorkBook
8.0

Professional Services Automation

Apptivo
WorkBook
9.5
Quotes/estimates
Apptivo
WorkBook
10.0
Invoicing
Apptivo
WorkBook
9.0
Project & financial reporting
Apptivo
WorkBook
9.0
Integration with accounting software
Apptivo
WorkBook
10.0

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
  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
Frants E. Moraitis 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
  • Lot of options - Demands training of the users before they can use if fully
Frants E. Moraitis 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
Timelog, e-conomic project module and podio
Frants E. Moraitis 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
  • Faster month end finance closing
  • Stronger control of project contribution margin
  • Higher quality of our project management
  • 1 system for CRM, finance and project management gives a higher workflow quality
Frants E. Moraitis 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

WorkBook

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*
1.  per month
WorkBook Editions & Modules
WorkBook
Additional Pricing Details
BASIC PLAN INCLUDES TIME SHEET INCLUDES IPHONE & ANDROID APP Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job; billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries and holiday requests. CUSTOMERS & PROJECTS Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job. COLLABORATION Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong. FILE SHARING Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.