Apptivo vs. WorkOtter PPM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Apptivo
Score 8.2 out of 10
N/A
Apptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions.
$10
Per User per Month
WorkOtter PPM
Score 9.1 out of 10
Mid-Size Companies (51-1,000 employees)
WorkOtter is presented by the vendor as a simple, flexible, and scalable project portfolio management (PPM) solution for IT, Engineering, and Professional Service PMOs. The software manages the lifecycle of work from ideas through project planning, control, lessons learned, and close. Projects can then be rolled up to Programs (multi project efforts) or Portfolios (Roadmaps with What If Scenarios). All features were designed to support Project Teams with simplicity and usability in mind.…
$10
per user per month
Pricing
ApptivoWorkOtter PPM
Editions & Modules
Premium
$10
Per User per Month
Ultimate
$25
Per User per Month
Starter
Free
Per User per Month
Enterprise
N/A
Time/Status
$10
per user per month
Team
$20
per user, per month
Manager
$35
per user, per month
Offerings
Pricing Offerings
ApptivoWorkOtter PPM
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalNo setup fee
Additional DetailsTime/Status Tier is BEST FOR: Contractors, Consultants, Limited Team Members FUNCTIONALITY AVAILABLE:Timesheets, Adjust Estimate To Complete, Create Notes for PM and Team Members Team Tier is BEST FOR: Customers, Suppliers, Contractors, Consultants, Team Members FUNCTIONALITY INCLUDES TIME/STATUS PLUS: My Home Dashboards, Support Log Updates, Issue Updates, Changes, Timesheet & Expenses, Risks, Action Items Limited, Reporting, E-Mail Updates, Chat & Collaboration Manager Tier is BEST FOR: Project Managers, Program Managers, Executives, PMO Department Managers, Administrators FUNCTIONALITY INCLUDES TEAM PLUS: Project Management, Microsoft Project -Way Sync, Dashboard Reporting, Program Management, Resource Management, Portfolio Management, Workflow Management, Estimating and Templates
More Pricing Information
Features
ApptivoWorkOtter PPM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Apptivo
7.7
4 Ratings
0% above category average
WorkOtter PPM
-
Ratings
Customer data management / contact management10.04 Ratings00 Ratings
Workflow management6.82 Ratings00 Ratings
Territory management4.51 Ratings00 Ratings
Opportunity management10.03 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)9.14 Ratings00 Ratings
Contract management10.02 Ratings00 Ratings
Quote & order management7.43 Ratings00 Ratings
Interaction tracking1.81 Ratings00 Ratings
Channel / partner relationship management9.13 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Apptivo
9.7
4 Ratings
26% above category average
WorkOtter PPM
-
Ratings
Case management9.14 Ratings00 Ratings
Call center management10.02 Ratings00 Ratings
Help desk management10.03 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Apptivo
10.0
3 Ratings
28% above category average
WorkOtter PPM
-
Ratings
Lead management10.03 Ratings00 Ratings
Email marketing10.03 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Apptivo
8.9
4 Ratings
16% above category average
WorkOtter PPM
-
Ratings
Task management8.34 Ratings00 Ratings
Billing and invoicing management9.13 Ratings00 Ratings
Reporting9.14 Ratings00 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
WorkOtter PPM
-
Ratings
Forecasting10.02 Ratings00 Ratings
Pipeline visualization10.02 Ratings00 Ratings
Customizable reports10.02 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Apptivo
7.2
3 Ratings
5% below category average
WorkOtter PPM
-
Ratings
Custom fields5.73 Ratings00 Ratings
Custom objects6.63 Ratings00 Ratings
API for custom integration9.12 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Apptivo
10.0
4 Ratings
18% above category average
WorkOtter PPM
-
Ratings
Single sign-on capability10.04 Ratings00 Ratings
Role-based user permissions10.04 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Apptivo
7.9
4 Ratings
5% above category average
WorkOtter PPM
-
Ratings
Mobile access7.94 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Apptivo
-
Ratings
WorkOtter PPM
9.9
2 Ratings
27% above category average
Task Management00 Ratings10.01 Ratings
Resource Management00 Ratings10.02 Ratings
Gantt Charts00 Ratings10.02 Ratings
Scheduling00 Ratings10.02 Ratings
Workflow Automation00 Ratings10.01 Ratings
Team Collaboration00 Ratings9.01 Ratings
Support for Agile Methodology00 Ratings10.01 Ratings
Timesheet Tracking00 Ratings10.01 Ratings
Change request and Case Management00 Ratings10.01 Ratings
Best Alternatives
ApptivoWorkOtter PPM
Small Businesses
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Score 9.8 out of 10
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Score 8.3 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Quickbase
Quickbase
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ApptivoWorkOtter PPM
Likelihood to Recommend
10.0
(4 ratings)
10.0
(2 ratings)
Usability
9.1
(3 ratings)
-
(0 ratings)
Support Rating
9.1
(2 ratings)
-
(0 ratings)
Implementation Rating
3.6
(1 ratings)
-
(0 ratings)
User Testimonials
ApptivoWorkOtter PPM
Likelihood to Recommend
Apptivo Inc
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
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WorkOtter
I know it works well for IT but not sure how it would work for construction. I think construction has a different set of needs.
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Pros
Apptivo Inc
  • 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.
Read full review
WorkOtter
  • Users find it easy to use which is important if you have a large number of users who don't have time for a lot of training or when new hires come on-board.
  • WorkOtter has a lot of advanced features that we don't use but when we do need one, it is nice to know the feature is waiting for us. We have used several of these features for special projects.
  • It does a good job with resource management.
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Cons
Apptivo Inc
  • Dashboard and interface subsections are a bit clunky re: functionality.
  • Built-in email client isn't always a feasible option for efficiency (signatures are different, contacts don't always update accordingly).
  • Consistency and integration between apps is not always optimal.
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WorkOtter
  • Nothing significant. Maybe could be faster at times but I'm not sure if that is our own internet connection.
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Usability
Apptivo Inc
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.
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WorkOtter
No answers on this topic
Support Rating
Apptivo Inc
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).
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WorkOtter
No answers on this topic
Implementation Rating
Apptivo Inc
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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WorkOtter
No answers on this topic
Alternatives Considered
Apptivo Inc
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.
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WorkOtter
No answers on this topic
Return on Investment
Apptivo Inc
  • It allows me to get a vision of what is happening with the business
  • control sales, marketing and customer service processes from a single point
  • facilitates administrative tasks
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WorkOtter
  • I think it has really helped us make sure we are using resources effectively but I think it is hard to prove. Although we don't have hard ROI numbers, I believe the general feeling is that you really need a good PPM tool or will waste a lot of time and money.
  • It helps with communication since we have a standard process.
Read full review
ScreenShots

Apptivo Screenshots

Screenshot of Customize each app by dragging and dropping each attributeScreenshot of Project management gantt chartScreenshot of Convert a lead into a contact, customer, and/or opportunity

WorkOtter PPM Screenshots

Screenshot of Dashboard viewScreenshot of WorkOtter MyWork viewScreenshot of Dashboard OverviewScreenshot of Resource Usage for People, Tasks, Time, BudgetScreenshot of Over/Under resource allocation viewScreenshot of Project Management Workflow - Customizable