What users are saying about

Apptivo

4 Ratings

Zoho CRM<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>

318 Ratings

Apptivo

4 Ratings
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Score 8 out of 101

Zoho CRM<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>

318 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.7 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.
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Zoho CRM

Zoho CRM is a great CRM for organizations of all sizes. It's best used as a tool to organize and communicate with clients and prospective clients. Our sales staff uses it on a daily basis to continuously keep notes on their communication with clients during the sales process.At times, it feels like Zoho CRM is trying to offer too much and it can be overwhelming if trying to use all features and capabilities. It's better to focus on a handful of features and get your organization using those features on a consistent basis than trying to incorporate everything that Zoho can do
Adam Montgomery profile photo

Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
Zoho CRM
8.2
Customer data management / contact management
Apptivo
8.7
Zoho CRM
8.3
Workflow management
Apptivo
6.8
Zoho CRM
8.0
Territory management
Apptivo
4.5
Zoho CRM
7.9
Opportunity management
Apptivo
4.5
Zoho CRM
8.4
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
Zoho CRM
7.8
Quote & order management
Apptivo
1.0
Zoho CRM
8.0
Interaction tracking
Apptivo
1.8
Zoho CRM
8.5
Channel / partner relationship management
Apptivo
4.5
Zoho CRM
8.3
Contract management
Apptivo
Zoho CRM
8.3

Customer Service & Support

Apptivo
5.7
Zoho CRM
6.9
Case management
Apptivo
7.7
Zoho CRM
6.8
Help desk management
Apptivo
3.6
Zoho CRM
6.8
Call center management
Apptivo
Zoho CRM
7.1

Marketing Automation

Apptivo
4.5
Zoho CRM
7.6
Lead management
Apptivo
4.5
Zoho CRM
7.8
Email marketing
Apptivo
4.5
Zoho CRM
7.4

CRM Project Management

Apptivo
7.3
Zoho CRM
7.8
Task management
Apptivo
8.7
Zoho CRM
7.9
Billing and invoicing management
Apptivo
4.5
Zoho CRM
7.4
Reporting
Apptivo
8.7
Zoho CRM
8.0

Customization

Apptivo
6.4
Zoho CRM
8.0
Custom fields
Apptivo
6.4
Zoho CRM
8.0
Custom objects
Apptivo
6.4
Zoho CRM
7.7
Scripting environment
Apptivo
Zoho CRM
8.1
API for custom integration
Apptivo
Zoho CRM
8.2

Security

Apptivo
9.8
Zoho CRM
8.6
Single sign-on capability
Apptivo
9.9
Zoho CRM
8.9
Role-based user permissions
Apptivo
9.7
Zoho CRM
8.4

Platform

Apptivo
9.7
Zoho CRM
7.6
Mobile access
Apptivo
9.7
Zoho CRM
7.6

CRM Reporting & Analytics

Apptivo
Zoho CRM
8.1
Forecasting
Apptivo
Zoho CRM
8.0
Pipeline visualization
Apptivo
Zoho CRM
8.2
Customizable reports
Apptivo
Zoho CRM
8.1

Social CRM

Apptivo
Zoho CRM
7.7
Social data
Apptivo
Zoho CRM
7.7
Social engagement
Apptivo
Zoho CRM
7.7

Integrations with 3rd-party Software

Apptivo
Zoho CRM
7.2
Marketing automation
Apptivo
Zoho CRM
7.2
Compensation management
Apptivo
Zoho CRM
7.1

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.
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  • Organization - we had a hard time prior to using Zoho CRM with keeping leads and qualified prospects separated in our old CRM. The fact that Zoho is so well organized, customizable and user-friendly really helps us in keeping the sales rolling in! When you're organized, you're unstoppable with outreach!
  • User-Friendly - our old CRM (Salesforce) wasn't as user-friendly as Zoho CRM. I find it incredibly easy to navigate, organize, set up customization, and keeping groups of prospects linked together under one account. I love that we were able to customize filters for reports, activity lists, billing, leads, etc... SO EASY TO USE!
  • Customer support is fantastic! Anytime we've come across an issue or something we didn't understand, their support team has gone above and beyond to quickly help us resolve any issues we may have had. Most of these issues were user error.
Sarah Lohsl 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.
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  • One thing I have found hard to use was when trying to link certain opportunities to existing contacts. We have found the workaround for this but it was sincerely difficult for some time
  • I would ask for better coloring on the actual CRM face. The bright whites make it harder for someone like me to see. I have downloaded an add-on that allows me to change the background colors and I do appreciate that Zoho's site allows for this type of change.
  • I'd like to see a live chat feature on Zoho for quick help and simple questions.
  • One thing I found a bit more difficult to do was integrating my Gmail with Zoho. It was a bit of a difficult process but I was able to finally get it linked.
Sarah Lohsl profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Zoho CRM7.6
Based on 19 answers
We went through an exhaustive process doing this evaluation and in the process took the time to really understand the objectives and requirements of all groups within the organization. Now that the system is in place it needs to be used and refined over a long period to time in order to get the full value. As a result you need to consider the long-term and renewal knowing that the system will get better the more you use it.
James Lochran 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
Zoho CRM7.8
Based on 3 answers
Zoho CRM is extremely intuitive and allows users complete visibility of sales data through reports/analytics. The platform has wide native integration with other cloud-based business solutions. But, it's fairly simple to write scripts with their publicly available API.
No photo available

Support

No score
No answers yet
No answers on this topic
Zoho CRM4.0
Based on 4 answers
Responsive and knowledgeable. Unfortunately their lack of technology takes away from their helpfulness
Mark Ventriglia profile photo

Online Training

No score
No answers yet
No answers on this topic
Zoho CRM8.2
Based on 2 answers
Training was basic, and didn't really cover more advanced aspects of using the product.
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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
Zoho CRM8.0
Based on 4 answers
The CRM is only as good as the data you put into it. Spend the time up-front to clean up your old data sources prior to importing them into Zoho
Ron Sherwood 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!
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ZoHo was selected for budgetary purposes and while I think it's a perfectly usable and valuable tool, I found Sage and SalesForce easier to use and easier to get new employees acclimated to quicker.
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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.
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  • I think Zoho has helped keep our pipeline in check and let us more accurately forecast close dates and expected revenue. Because of this we can accurately allocate the proper resources for projects.
  • I think Zoho has made our sales reps own their accounts and potentials more as they are required to keep Zoho updated and are called for specific information. This ensures that all reps are operating in Zoho the same which means the reports we run have legitimate data we can analyze.
  • Zoho is a good repository to keep our deals organized and assign priority and complexity which, again, helps our organization allocate resources in advanced so we are prepared to begin development once the deal is "Closed Won".
No photo available

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

Zoho CRM

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Zoho CRM Editions & Modules
Zoho CRM
Edition
Standard
`121
Professional
$201
Enterprise
$351
1. per user, per month
Additional Pricing Details