What users are saying about
4 Ratings
58 Ratings
4 Ratings
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Score 8 out of 101
58 Ratings
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Score 7.8 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

WorkflowMax

WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
No photo available

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

Apptivo
4.5
WorkflowMax
Lead management
Apptivo
4.5
WorkflowMax
Email marketing
Apptivo
4.5
WorkflowMax

CRM Project Management

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

Customization

Apptivo
6.4
WorkflowMax
Custom fields
Apptivo
6.4
WorkflowMax
Custom objects
Apptivo
6.4
WorkflowMax

Security

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

Platform

Apptivo
9.7
WorkflowMax
Mobile access
Apptivo
9.7
WorkflowMax

Project Management

Apptivo
WorkflowMax
8.3
Task Management
Apptivo
WorkflowMax
9.0
Resource Management
Apptivo
WorkflowMax
8.0
Scheduling
Apptivo
WorkflowMax
7.0
Team Collaboration
Apptivo
WorkflowMax
8.0
Document Management
Apptivo
WorkflowMax
6.6
Mobile Access
Apptivo
WorkflowMax
10.0
Timesheet Tracking
Apptivo
WorkflowMax
10.0
Change request and Case Management
Apptivo
WorkflowMax
7.4
Budget and Expense Management
Apptivo
WorkflowMax
9.0

Professional Services Automation

Apptivo
WorkflowMax
9.2
Quotes/estimates
Apptivo
WorkflowMax
10.0
Invoicing
Apptivo
WorkflowMax
10.0
Project & financial reporting
Apptivo
WorkflowMax
8.0
Integration with accounting software
Apptivo
WorkflowMax
9.0

Pros

Apptivo

  • 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

WorkflowMax

  • Project and task setup is convenient. I appreciate the ability to customize tasks.
  • The different reports that are available are very useful. They quickly summarize the information we need to know.
  • The ability to export time entries, both into PDF and Excel, is helpful when I want to run an analysis not conveniently summarized in one of our reports.
No photo available

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

WorkflowMax

  • I'd like to see functionality for system-generated client numbering, configurable to how the client wants it. For example, we have a 3 digit client number, followed by a 2 digit matter number, e.g. 123-45. This configuration was generated by our prior system (which was a specific LPM system). Since moving to WorkflowMax we've had to use an excel spreadsheet to generate a new client or matter number which is far from ideal.
  • Bring back customised branding! Under the old UI we had our logo and corporate colours. Realise WorkflowMax are trying to differentiate from Xero, but the green is pretty awful.
  • Would also be great if the template customising was more user-friendly.
  • I'd also like to see figures show GST exclusive by default. For example when I go into a job, click on the financial tab, I'd like to see the invoices already charged against that job as GST exclusive. I feel there is too much of a mix between GST exclusive and inclusive across the system and it should be one or the other by default.
Nadine Haines profile photo

Likelihood to Renew

Apptivo

No score
No answers yet
No answers on this topic

WorkflowMax

WorkflowMax 9.0
Based on 1 answer
Because we can't imagine being without it!
Lindsay Simpson 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

WorkflowMax

WorkflowMax 9.0
Based on 2 answers
It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas
No photo available

Support

Apptivo

No score
No answers yet
No answers on this topic

WorkflowMax

WorkflowMax 8.2
Based on 1 answer
The support team are excellent. The only downside is that you can't phone them!
Mary Moore profile photo

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
No photo available

WorkflowMax

WorkflowMax 9.1
Based on 1 answer
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks?What are you going to give clients i.e. how will your proposals and invoices look?
Mary Moore profile photo

Alternatives Considered

Apptivo

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

WorkflowMax

It's been so many years now I don't remember. I haven't needed to look anywhere else. I'm happy with WorkflowMax.
John Curtis profile photo

Return on Investment

Apptivo

  • 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

WorkflowMax

  • It ensures you bill for all expenses because it's easy to add costs to jobs
  • Invoicing is handled accurately and easily and dovetails exactly into Xero
  • Good visibility other staff jobs
John Curtis 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

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

WorkflowMax

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

WorkflowMax Editions & Modules

Edition
1 User$15/month1
5 Users$49/month1
10 Users$99/month1
20 Users$149/month1
Unlimited$199/month1
  1. Bracketed Pricing
Modules
Lead Manager Module$15/month
WorkflowMax Premium$50/month
    Additional Pricing Details

    Add comparison