What users are saying about

Apptivo

4 Ratings

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217 Ratings

Apptivo

4 Ratings
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Score 8 out of 101

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Top Rated
217 Ratings
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Score 8.6 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

Xero

  • For the price point, it's better for SME's and less good for freelancers who just need some basic services or enterprises who need way more functionality.
  • Functions SME's would likely add and would likely want to pay extra for include Sales Tax, Invoicing, and perhaps foreign currency.
Malcolm Colman-Shearer profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

Apptivo
4.5
Xero
Lead management
Apptivo
4.5
Xero
Email marketing
Apptivo
4.5
Xero

CRM Project Management

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

Customization

Apptivo
6.4
Xero
8.7
Custom fields
Apptivo
6.4
Xero
Custom objects
Apptivo
6.4
Xero
API for custom integration
Apptivo
Xero
8.8
Plug-ins
Apptivo
Xero
8.6

Security

Apptivo
9.8
Xero
8.8
Single sign-on capability
Apptivo
9.9
Xero
8.9
Role-based user permissions
Apptivo
9.7
Xero
8.6

Platform

Apptivo
9.7
Xero
Mobile access
Apptivo
9.7
Xero

Payroll Management

Apptivo
Xero
6.6
Pay calculation
Apptivo
Xero
7.4
Benefit plan administration
Apptivo
Xero
6.0
Direct deposit files
Apptivo
Xero
7.0
Salary revision and increment management
Apptivo
Xero
6.7
Reimbursement management
Apptivo
Xero
6.2

Reporting & Analytics

Apptivo
Xero
8.4
Dashboards
Apptivo
Xero
8.3
Standard reports
Apptivo
Xero
8.7
Custom reports
Apptivo
Xero
8.3

General Ledger and Configurable Accounting

Apptivo
Xero
8.1
Accounts payable
Apptivo
Xero
8.7
Accounts receivable
Apptivo
Xero
8.8
Cash management
Apptivo
Xero
8.3
Bank reconciliation
Apptivo
Xero
9.1
Expense management
Apptivo
Xero
7.4
Time tracking
Apptivo
Xero
5.8
Fixed asset management
Apptivo
Xero
7.3
Multi-currency support
Apptivo
Xero
8.2
Multi-division support
Apptivo
Xero
8.7
Regulations compliance
Apptivo
Xero
7.7
Electronic tax filing
Apptivo
Xero
7.9
Self-service portal
Apptivo
Xero
8.2
Global Financial Support
Apptivo
Xero
7.2
Primary and Secondary Ledgers
Apptivo
Xero
9.2
Intercompany Accounting
Apptivo
Xero
7.7
Localizations
Apptivo
Xero
8.3
Journals and Reconciliations
Apptivo
Xero
8.2
Enterprise Accounting
Apptivo
Xero
7.3
Configurable Accounting
Apptivo
Xero
8.3
Centralized Rules Framework
Apptivo
Xero
8.3
Standardized Processes
Apptivo
Xero
8.8

Inventory Management

Apptivo
Xero
7.7
Inventory tracking
Apptivo
Xero
7.1
Automatic reordering
Apptivo
Xero
7.5
Location management
Apptivo
Xero
8.4
Manufacturing module
Apptivo
Xero
8.0

Order Management

Apptivo
Xero
7.1
Pricing
Apptivo
Xero
7.5
Order entry
Apptivo
Xero
7.3
Credit card processing
Apptivo
Xero
8.3
Cost of goods sold
Apptivo
Xero
7.7
Order Orchestration
Apptivo
Xero
6.6
End-to-end order visibility
Apptivo
Xero
7.0
Order exception Resolution
Apptivo
Xero
5.1

Accounting Firm BPO Features

Apptivo
Xero
7.7
Branded client dashboards
Apptivo
Xero
8.5
Client data roll-up capabilities
Apptivo
Xero
7.5
Client data consolidation for benchmarking
Apptivo
Xero
7.6
Configurable alerts
Apptivo
Xero
7.0
Billing bypass
Apptivo
Xero
8.5
Client template cloning
Apptivo
Xero
6.8
Single sign-on
Apptivo
Xero
7.9
Configurable client onboarding questions
Apptivo
Xero
6.9
Cross-client workflow management
Apptivo
Xero
8.4
Industry-specific versioning
Apptivo
Xero
8.2
Legacy system data migration
Apptivo
Xero
7.8

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
  • Reconcilliation via automated feeds to our different online banking systems (chequing account, credit card, paypal) is a breeze and has lots of time saving features.
  • User Interface is very slick and makes data entry speedy.
  • Reporting is very strong and segmentation by Service Line, Product Item Code, etc., is useful for analyzing different parts of the business.
Andre Yeu 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
  • From time to time (once or twice a year) the feeds that serve bank data to Xero break. Fortunately you just have to wait for Xero to remedy them.
  • Payments that come through via the Invoicing feature do not automatically reconcile - I think it would be useful if a client paid an invoice via credit card/Paypal to have the payment automatically reconciled to the outstanding invoice.
Andre Yeu profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Xero9.7
Based on 24 answers
Xero is a good product and I believe with enhancements it will continue to improve so it will be more competitive with other products on the market. As the clients comfort level with Xero increases the more likely they will be to renew. Generally speaking folks don't like change, so if something is working there is no need to move their cheese.
Kris Bowling 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
Xero8.3
Based on 20 answers
I use Xero everyday and love it!
Doug Fish profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
Xero9.0
Based on 10 answers
After 4 years, NEVER a problem with errors or outages.
Doug Fish profile photo

Performance

No score
No answers yet
No answers on this topic
Xero10.0
Based on 8 answers
In 3 years of use, I've only broken the system once. And that was for 30 seconds.
Dan Schmidt, CPA profile photo

Support

No score
No answers yet
No answers on this topic
Xero8.7
Based on 14 answers
I received an e-mail a couple of days after I enrolled asking if I had any questions and that I could contact a specific person for questions. It's great to have a breathing living person that I can go to with ease (in case I don't find help in the forums/faq/help section)
Amhed Herrera profile photo

Online Training

No score
No answers yet
No answers on this topic
Xero10.0
Based on 5 answers
All of Xero's training is online and available for anyone (business owner or accountants) to learn and become experts in their system. There is a range of content from product training to real world webinars from their partners. Xero is beautiful accounting software and their training is the same.
Scott Scharf 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
Xero9.5
Based on 9 answers
No it is very straight forward.
John Cotter 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
I have written several reviews comparing Quickbooks/Freshbooks/Xero. In many categories they offer very similar features. What sets them apart and will continue to set them apart in the long run is their approach to the market. Quickbooks has a closed ecosystem approach, while Xero is encourages and stimulates add-on partners to build products that connect to their system. This allows for more robust integrations over time and improved automation in their ecosystem of apps. That is the main reason I prefer Xero over Quickbooks.Secondly, Xero offers many more accounting partner related features for cleaning up books, setting up clients quickly, and making it easy send out reports.
Nicholas Bird, CPA, CIA profile photo

Rating for Public Practice CPAs

No score
No answers yet
No answers on this topic
Xero9.1
Based on 10 answers
Processing efficiency, accessibility, focus on client servicing and not on network administration, customer service and account management focused on helping your practice grow, innovative, continuous improvement on solutions focused on accountants. And most importantly, it makes you be cool!!!
Marvin Galang profile photo

Scalability

No score
No answers yet
No answers on this topic
Xero9.8
Based on 6 answers
After 4 years I cannot remember a single moment of downtime. Outstanding reliability!
Doug Fish 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
  • Faster and more accurate data has lead to better decision making, and Xero makes it easy to find this data.
  • Being cloud based makes remote work on Xero fast, easy and secure.
Doug Fish 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

Xero

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