Likelihood to Recommend 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
Read full review My organization used Google Sheets to work with subbies, but we've since switched to Wrike. It is user friendly, has formulas and customizable fields. Wrike has been a lifesaver because instead of sharing Google Sheets with external customers and typically they messing up - deleting formulas, users can simply fill out a request form without logging into Wrike . All details are displayed in a table view, making management much easier.
Read full review 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. Read full review Wrike has been consistent in emailing any updates or changes to each person involved in each task. Wrike has a simple to navigate website, with quick access to each task. Wrike keeps all data files located at the top of the task for quick reference, which makes it easier for each team member to find. Wrike adds date tags as well as any edited or deleted notes where we are able to cross-reference any major changes that may have been made. Read full review Cons 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. Read full review The email notifications that are automatically sent from Wrike when something is done are easy for users to miss or ignore. Reporting can be limited. You have to create workarounds for collecting/storing the name of the person submitting the form in instances where they do not have their own Wrike license. A more user-friendly interface, especially for those less familiar with project management software, would enhance overall accessibility. Read full review Likelihood to Renew I wish that Wrike had more drag and drop functionality that would be connected to assignee and also I wish that the finish date of a task would update to the date where you checked completed. It does not do that. Also finishing a task doesn't move the start date of the next task it "protects your time in that way", but our management team wants us to quickly see what we have down the pipeline rather than having to scroll down the list of upcoming tasks.
Read full review Usability 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.
Read full review Wrike, overall, is pretty easy to setup and use. I still find challenges in changing milestone dates but our programs / date changes are different than industry standard so that is partly the issue. We love the Excel look along with the dashboards! There are also built in analytics that really assist in seeing where the projects are!
Read full review Reliability and Availability Over two years of (almost) daily usage without outages. Don't remember any errors. I give it 9 only because some Wrike plugins (for online document edit) are based on
NPAPI architecture. These types of plugins are being phased out in new browsers, and NPAPI plugins are disabled by default in recent versions of Chrome so you have to do some browser adjustments when you switch browsers or move to another computer.
Read full review Performance Wrike tasks loads fine, but I hate clicking files and wait for a bit of time since it is powerpoint or word, Wrike assumes I want to open those on Wrike. My suggestion is to link it to office 365 so we do not need Wrike based decoder for PPTX and DOCX
Read full review Support Rating 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).
Read full review Support is very quickly and they want to solve problems actively. When I need additional info I can use community forum, when I've an issue I can use support form to get help. The support is of excellent quality from the first level, to grow when you talk to the engineers it becomes even more important
Read full review In-Person Training We had staff in person provide some training
Read full review Online Training I love the Wrike training options. Wrike Discover has tons of courses, learning plans, certifications, etc. This is an area where Wrike definitely shines! I wish these resources were more in your face for new people, because it seems like a lot of coworkers didn't know all of this training was available to them.
Read full review Implementation Rating 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
Read full review There are a lot of bells and whistles in Wrike, and not all of it is easy or intuitive to understand once it's plopped in your lap. It's easier when there are a few choice people who understand Wrike as a platform and articulate it in such a way where it makes it easy to pass it along to others in the group
Read full review Alternatives Considered 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.
Read full review I have not used other products except
Microsoft Teams channels with file sharing and standard sharing from Adobe, text and email messaging, and Zoom/
gotomeeting sharing. This is the first product that I have used that had the functionality and platform where the sharing is simplistic. It is better than standard sharing through email or other simple forms because everything stays together.
Read full review Contract Terms and Pricing Model company purchase
Read full review Scalability The sky is the limit for what can be done in Wrike. We started with 1 use case and within 5 months we migrated several key business practices over to Wrike because they were easier to manage. Use cases so far: process improvement, management review, corrective actions, maintenance requests, month-end financial closing, and document management. As we grow, it's easy to imagine putting even more into Wrike where it becomes a cornerstone for how we do business
Read full review Professional Services not sure
Read full review Return on Investment 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 Read full review Adding versions of a document streamlines our editing process, preventing us from reviewing outdated versions of a document. This feature saves time, especially when working with external contributors who may not know Wrike well. Blueprints save time because we do not have to manually enter all the details when scheduling a recurring project. Read full review ScreenShots