8 Reviews and Ratings
14 Reviews and Ratings
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 Incentivized
Great software for keeping track of things you've done or need to do with certain customers or potential customers.Incentivized
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.
Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.It also is great for having one depository for quotes and opportunities you and your company are working on.The marketing function seems to also work really well for sending out and tracking email campaigns.Incentivized
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.Incentivized
Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.Would like to see each page be able to bring up more then 100 clients at a time.Incentivized
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.Incentivized
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).Incentivized
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
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.Incentivized
Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.Incentivized
It allows me to get a vision of what is happening with the businesscontrol sales, marketing and customer service processes from a single pointfacilitates administrative tasksIncentivized
Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.Incentivized