What users are saying about
4 Ratings
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Top Rated
386 Ratings
4 Ratings
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Score 8 out of 101

Zoho CRM

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Top Rated
386 Ratings
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Score 7.8 out of 101

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

Zoho CRM

Well suited for basic sales and pipeline management. Not appropriate if those leads or prospects need to be transferred into other organizations or companies. Good to use on more individualized sales teams, but not particularly great when it comes to collaborations. Limited tagging and chatting options for collaborative sales.If you are planning to work a pipeline to generate sales and are not in need of a great deal of communication between employees, this will be great for you.
Andrew McClean profile photo

Feature Rating Comparison

Sales Force Automation

Apptivo
4.7
Zoho CRM
8.5
Customer data management / contact management
Apptivo
8.7
Zoho CRM
8.8
Workflow management
Apptivo
6.8
Zoho CRM
8.7
Territory management
Apptivo
4.5
Zoho CRM
8.4
Opportunity management
Apptivo
4.5
Zoho CRM
8.7
Integration with email client (e.g., Outlook or Gmail)
Apptivo
6.0
Zoho CRM
7.9
Quote & order management
Apptivo
1.0
Zoho CRM
8.2
Interaction tracking
Apptivo
1.8
Zoho CRM
9.1
Channel / partner relationship management
Apptivo
4.5
Zoho CRM
8.6
Contract management
Apptivo
Zoho CRM
8.4

Customer Service & Support

Apptivo
5.7
Zoho CRM
8.0
Case management
Apptivo
7.7
Zoho CRM
8.0
Help desk management
Apptivo
3.6
Zoho CRM
7.9
Call center management
Apptivo
Zoho CRM
8.0

Marketing Automation

Apptivo
4.5
Zoho CRM
8.5
Lead management
Apptivo
4.5
Zoho CRM
8.6
Email marketing
Apptivo
4.5
Zoho CRM
8.4

CRM Project Management

Apptivo
7.3
Zoho CRM
8.4
Task management
Apptivo
8.7
Zoho CRM
8.7
Billing and invoicing management
Apptivo
4.5
Zoho CRM
8.2
Reporting
Apptivo
8.7
Zoho CRM
8.5

Customization

Apptivo
6.4
Zoho CRM
8.4
Custom fields
Apptivo
6.4
Zoho CRM
8.2
Custom objects
Apptivo
6.4
Zoho CRM
8.2
Scripting environment
Apptivo
Zoho CRM
8.7
API for custom integration
Apptivo
Zoho CRM
8.3

Security

Apptivo
9.8
Zoho CRM
9.1
Single sign-on capability
Apptivo
9.9
Zoho CRM
9.2
Role-based user permissions
Apptivo
9.7
Zoho CRM
8.9

Platform

Apptivo
9.7
Zoho CRM
7.9
Mobile access
Apptivo
9.7
Zoho CRM
7.9

CRM Reporting & Analytics

Apptivo
Zoho CRM
8.7
Forecasting
Apptivo
Zoho CRM
8.7
Pipeline visualization
Apptivo
Zoho CRM
8.7
Customizable reports
Apptivo
Zoho CRM
8.7

Social CRM

Apptivo
Zoho CRM
8.1
Social data
Apptivo
Zoho CRM
8.0
Social engagement
Apptivo
Zoho CRM
8.1

Integrations with 3rd-party Software

Apptivo
Zoho CRM
8.1
Marketing automation
Apptivo
Zoho CRM
8.1
Compensation management
Apptivo
Zoho CRM
8.1

Pros

Apptivo

  • Good for streamlining project management on projects over a long life cycle.
  • Helpful in keeping contacts up to date and relevant.
  • Streamlines processes across the organization where there are many departments.
No photo available

Zoho CRM

  • Zoho CRM has an incredible amount of features, from tagging contacts to social media integration (LinkedIn, Facebook, etc) and email capabilities.
  • Zoho CRM is very customizable. The entire look and feel of each page and account can be customized to fit your organization's needs.
  • Zoho CRM is just one of the products offered under Zoho's suite of software products. It easily integrates with other enterprise software like Zoho Project Management and Zoho email.
Adam Montgomery profile photo

Cons

Apptivo

  • 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

Zoho CRM

  • I do wish it was a bit "smarter" that it could sense duplicate entries and simply update fields when it recognizes a dupe.
  • I wish it had an easier integration with our marketing platform, Hubspot.
  • I wish there was a way to mass update information, via spreadsheet upload, WITHOUT having the Zoho ID.
Ashley Gennett profile photo

Likelihood to Renew

Apptivo

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 7.6
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

Apptivo

Apptivo 2.7
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 CRM

Zoho CRM 8.0
Based on 4 answers
There are some other paid apps. But Zoho CRM is decent for all kinds of businesses and it comes with a free price tag.
Oral Tosun profile photo

Support

Apptivo

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 4.0
Based on 4 answers
Horrible experience. They should send regular apologies and refunds to all existing customers.
Ajay Gupta profile photo

Implementation

Apptivo

Apptivo 3.6
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 CRM

Zoho CRM 8.0
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

Apptivo

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.
No photo available

Zoho CRM

I tried a lot of different software trying to find the one that gave me everything, which I found within ZOHO. It wasn't the CRM that sold me on ZOHO, it was the Subscriptions and it's integration within CRM that sold me on ZOHO. I'm glad I picked it, the CRM has been easy to adapt to and easy for the boss to get the reports out he wants.
Scott French profile photo

Return on Investment

Apptivo

  • Helped us increase time to completion of projects.
  • Allowed us to execute on customer service and response times.
  • Elevated our department's visibility within the organization for a more streamlined workflow.
No photo available

Zoho CRM

  • The organization which is helping our sales team not miss a beat! We are following up without having to dig for information etc.
  • We close more sales when we have a clear activity list and can assess leads etc but using the scoring options
  • We are able to get our work done in a user-friendly environment. It helps the day run much smoother.
Sarah Lohsl 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

Edition
StarterFree1
Premium$101
Ultimate$251
EnterpriseN/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?
Optional
$12*

* /user/month

Zoho CRM Editions & Modules

Edition
Standard$121
Professional$201
Enterprise$351
  1. per user, per month
Additional Pricing Details

Add comparison