What users are saying about

Apptivo

4 Ratings

Workrooms

1 Ratings

Apptivo

4 Ratings
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Score 8 out of 101

Workrooms

1 Ratings
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Score 7.3 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

Workrooms

It's good for small, agile projects.
Claudia Leeb profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

Apptivo
4.5
Workrooms
Lead management
Apptivo
4.5
Workrooms
Email marketing
Apptivo
4.5
Workrooms

CRM Project Management

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

Customization

Apptivo
6.4
Workrooms
Custom fields
Apptivo
6.4
Workrooms
Custom objects
Apptivo
6.4
Workrooms

Security

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

Platform

Apptivo
9.7
Workrooms
Mobile access
Apptivo
9.7
Workrooms

Project Management

Apptivo
Workrooms
6.4
Task Management
Apptivo
Workrooms
9.1
Scheduling
Apptivo
Workrooms
5.5
Mobile Access
Apptivo
Workrooms
3.6
Search
Apptivo
Workrooms
5.5
Visual planning tools
Apptivo
Workrooms
8.2

Communication

Apptivo
Workrooms
4.8
Notifications
Apptivo
Workrooms
3.6
Discussions
Apptivo
Workrooms
4.5
Internal knowledgebase
Apptivo
Workrooms
6.4

File Sharing & Management

Apptivo
Workrooms
5.8
Versioning
Apptivo
Workrooms
3.6
Video files
Apptivo
Workrooms
5.5
Audio files
Apptivo
Workrooms
5.5
Document collaboration
Apptivo
Workrooms
6.4
Access control
Apptivo
Workrooms
8.2
Advanced security features
Apptivo
Workrooms
4.5
Device sync
Apptivo
Workrooms
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
  • Task management
  • File management using tags and simple search
  • Adding external users for a restricted set of information
Claudia Leeb 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
  • The notification system needs to be improved
Claudia Leeb 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
Claudia Leeb 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
  • Can't really nail that...
Claudia Leeb 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

Workrooms

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Workrooms Editions & Modules
Workrooms
Additional Pricing Details