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4 Ratings
Top Rated
47 Ratings
4 Ratings
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Score 8 out of 101
Top Rated
47 Ratings
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Score 7.7 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

WORKetc

If you are looking for a way to organize customer data and projects across regions, then WORK[etc] will get the job done. For our company, the country is divided into 3 regions and each region has a team of workers in charge of providing ongoing support services to that region. WORK[etc] has organized our company exponentially and given us a solid database to pull from to ensure we're meeting contractual requirements, providing timely deliverables and staying ahead of the game. Because I only work in a service industry, I don't know if WORK[etc] would be appropriate for product based companies, However, if you were offering anything [product or service] that required online support, the system will function well.
Melissa Bailey profile photo

Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
WORKetc
7.9
Customer data management / contact management
Apptivo
8.7
WORKetc
8.6
Workflow management
Apptivo
6.8
WORKetc
8.2
Territory management
Apptivo
4.5
WORKetc
Opportunity management
Apptivo
4.5
WORKetc
7.9
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
WORKetc
7.9
Quote & order management
Apptivo
1.0
WORKetc
8.0
Interaction tracking
Apptivo
1.8
WORKetc
7.8
Channel / partner relationship management
Apptivo
4.5
WORKetc
7.3
Contract management
Apptivo
WORKetc
7.3

Customer Service & Support

Apptivo
5.7
WORKetc
8.3
Case management
Apptivo
7.7
WORKetc
9.0
Help desk management
Apptivo
3.6
WORKetc
8.6
Call center management
Apptivo
WORKetc
7.3

Marketing Automation

Apptivo
4.5
WORKetc
7.2
Lead management
Apptivo
4.5
WORKetc
7.6
Email marketing
Apptivo
4.5
WORKetc
6.9

CRM Project Management

Apptivo
7.3
WORKetc
8.2
Task management
Apptivo
8.7
WORKetc
8.8
Billing and invoicing management
Apptivo
4.5
WORKetc
8.0
Reporting
Apptivo
8.7
WORKetc
7.9

Customization

Apptivo
6.4
WORKetc
8.0
Custom fields
Apptivo
6.4
WORKetc
8.4
Custom objects
Apptivo
6.4
WORKetc
8.2
API for custom integration
Apptivo
WORKetc
7.4

Security

Apptivo
9.8
WORKetc
9.0
Single sign-on capability
Apptivo
9.9
WORKetc
9.1
Role-based user permissions
Apptivo
9.7
WORKetc
8.9

Platform

Apptivo
9.7
WORKetc
7.5
Mobile access
Apptivo
9.7
WORKetc
7.5

CRM Reporting & Analytics

Apptivo
WORKetc
7.3
Pipeline visualization
Apptivo
WORKetc
7.5
Customizable reports
Apptivo
WORKetc
7.2

Social CRM

Apptivo
WORKetc
7.3
Social data
Apptivo
WORKetc
7.3

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
  • Technical support with issues that arise for us - we have had a few glitches with the software as to how we want to use it and the WORK etc team have been on the ball with helping us and getting back to us with a resolution to the issue.
  • Setup and configuration - we needed a CRM that was built for us and WORK etc was able to deliver for us.
  • Super easy to work with and get to grips with.
  • Our staff have had no problems with getting up to speed
Regan Barrett 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
  • Some aspects of the mobile app feel crowded.
  • The timesheets will randomly jump ahead 24 hrs sometimes.
  • The customer portal is slow to add knowledgeable articles, you have to do it one by one.
Jaymes Baker profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 30 answers
Because it is tied into our business - we have shaped our processes around it.
David McGarry 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
WORKetc8.2
Based on 5 answers
My staff hates it, our clients require transparency and you manual have to enter notes, billing is horrific, as it does not subtotal by type - so as a T&M shop there is no way to easily see how much was spent to each matter or service type.
Marc Korody profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
WORKetc9.1
Based on 3 answers
It never let me down. The support team never let me down.
Runy Calmera profile photo

Performance

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 4 answers
They load quickly. Recently I have had an issue ( I still have) where when I click on the WE logo in Google mail there is a step between. That is an error. Needs to be picked up. Will report to support.
Runy Calmera profile photo

Support

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 5 answers
While I have not had much trouble at all with the product, the only time I have had questions, they were available and answered my question quickly and accurately.
Jonathan Hickman profile photo

Online Training

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 2 answers
They know their stuff. They listen to your use cases. They get back to you.
Runy Calmera profile photo

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
WORKetc9.1
Based on 2 answers
The implementation of the system was fairly easy. Because of our previous experience with a similar system, we were ready and working on the product as soon as we announced the switch. The system also allowed us to simplify our processes by integrating timesheets and project management directly into our CMS.
Jonathan Hickman profile photo

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
WORKetc is more intuitive and easier to use - and cheaper!
David McGarry profile photo

Scalability

No score
No answers yet
No answers on this topic
WORKetc8.2
Based on 2 answers
Everything is related. You can scale up your team rapidly.
Runy Calmera 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
  • Labour productivity sky rocketed. We are playing the game of project management at another level now.
  • They are really helpful and the team is growing but they stay personal.
  • The founder is a visionary. They are a micro multinational themselves.
  • The really use their own system. They don't sell you CRM and use it from other people.
  • They need to be a little more responsive to coaches, writers, webinar organizers. I'm moving to this market and there I want to run productions instead of projects. So they need to move and let me integrate all other apps with Zapier. this is a big miss right now. But overall if you are in the project management this is the best.
Runy Calmera 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

WORKetc

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
WORKetc Editions & Modules
WORKetc
Edition
Starter Edition
$781
Team
$1952
Foundations
$3953
1. Per Month for up to 2 Users
2. Per month for up to 3 Users (Each extra user + $49/month)
3. Per month for up to 5 Users (Each extra user + $59/month)
Additional Pricing Details