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 Zoho Invoice streamlines invoicing, payments, and customer interactions, improving financial health and saving time, money, and energy. It ensures billing accuracy, reduces errors, and streamlines client billing by tracking goals and streamlining invoice generation. Zoho Invoice focuses on automation and invocation management to efficiently complete multiple tasks. Zoho Invoice has all the features needed for an invoicing system, but it could be better at integrating with other CRM platforms and simplifying taxation.
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 Multiple payment platforms integrated for ease of client payment. You can create different hourly rates for various tasks or individuals within an organization. You can attach files to your invoices. Clients get their very own log-in. Ability to create credit notes. 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 Time tracking, though easy enough, could be simplified. Having the ability to change default settings when entering time could save a few keystrokes. The ability to automatically take unbilled hours and pull into a new invoice seems to be there, but it is a bit cumbersome. It also defaults to too much detail. Having the ability to customize would be great. The ability to auto-BCC yourself on all invoices sent out would be a nice feature. 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 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 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 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 Google Drive stored my invoices in one accessible location but required more time and maintenance. I didn't want to invest the time into building out sheet functions to carry over figures across sheets, so I researched invoicing options. I am already a fan of Zoho services, so it was an easy decision to try out their Invoicing site. Same login, the same level of support, free trial. No risk! I was pleased to find the solution on my first try.
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 Zoho Invoice has created a positive impact by allowing us to successfully organize and track online payments and invoices. Zoho Invoice has saved us both time and money by making our invoicing business processes automatic and effortless. Zoho Invoice has created a positive return on our investment many times over. It's increased business functions to help generate more profits in shorter periods of time. Read full review ScreenShots