Apptivo vs. Zoho Invoice

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Apptivo
Score 8.2 out of 10
N/A
Apptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions.
$10
Per User per Month
Zoho Invoice
Score 8.1 out of 10
N/A
Zoho Invoice is a cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses, and accepting online payments. Key features include project billing, time tracking, reporting, customizable templates, and a client portaI. Teams using Zoho Invoice can track estimates, convert them to invoices, and send reminders to clients to complete their outstanding payments. Additionally, users can create tasks, collect advance payments for projects, and keep…
$0
Per Organisation, Per Month
Pricing
ApptivoZoho Invoice
Editions & Modules
Premium
$10
Per User per Month
Ultimate
$25
Per User per Month
Starter
Free
Per User per Month
Enterprise
N/A
Free
$0
Per Organisation, Per Month
Offerings
Pricing Offerings
ApptivoZoho Invoice
Free Trial
YesNo
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalRequired
Additional DetailsZoho Invoice is a completely free product. It has no contracts, no ads, and no hidden fees
More Pricing Information
Features
ApptivoZoho Invoice
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Apptivo
7.7
4 Ratings
0% above category average
Zoho Invoice
-
Ratings
Customer data management / contact management10.04 Ratings00 Ratings
Workflow management6.82 Ratings00 Ratings
Territory management4.51 Ratings00 Ratings
Opportunity management10.03 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)9.14 Ratings00 Ratings
Contract management10.02 Ratings00 Ratings
Quote & order management7.43 Ratings00 Ratings
Interaction tracking1.81 Ratings00 Ratings
Channel / partner relationship management9.13 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Apptivo
9.7
4 Ratings
26% above category average
Zoho Invoice
-
Ratings
Case management9.14 Ratings00 Ratings
Call center management10.02 Ratings00 Ratings
Help desk management10.03 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Apptivo
10.0
3 Ratings
28% above category average
Zoho Invoice
-
Ratings
Lead management10.03 Ratings00 Ratings
Email marketing10.03 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Apptivo
8.9
4 Ratings
16% above category average
Zoho Invoice
-
Ratings
Task management8.34 Ratings00 Ratings
Billing and invoicing management9.13 Ratings00 Ratings
Reporting9.14 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Apptivo
10.0
2 Ratings
27% above category average
Zoho Invoice
-
Ratings
Forecasting10.02 Ratings00 Ratings
Pipeline visualization10.02 Ratings00 Ratings
Customizable reports10.02 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Apptivo
7.2
3 Ratings
5% below category average
Zoho Invoice
-
Ratings
Custom fields5.73 Ratings00 Ratings
Custom objects6.63 Ratings00 Ratings
API for custom integration9.12 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Apptivo
10.0
4 Ratings
18% above category average
Zoho Invoice
-
Ratings
Single sign-on capability10.04 Ratings00 Ratings
Role-based user permissions10.04 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Apptivo
7.9
4 Ratings
5% above category average
Zoho Invoice
-
Ratings
Mobile access7.94 Ratings00 Ratings
Best Alternatives
ApptivoZoho Invoice
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
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Score 9.7 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
TimeCamp
TimeCamp
Score 8.7 out of 10
Enterprises
Creatio
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Score 9.1 out of 10
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Score 8.7 out of 10
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User Ratings
ApptivoZoho Invoice
Likelihood to Recommend
10.0
(4 ratings)
8.0
(10 ratings)
Usability
9.1
(3 ratings)
-
(0 ratings)
Support Rating
9.1
(2 ratings)
-
(0 ratings)
Implementation Rating
3.6
(1 ratings)
-
(0 ratings)
User Testimonials
ApptivoZoho Invoice
Likelihood to Recommend
Apptivo Inc
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
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Zoho
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.
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Pros
Apptivo Inc
  • 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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Zoho
  • 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.
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Cons
Apptivo Inc
  • 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.
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Zoho
  • 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.
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Usability
Apptivo Inc
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.
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Zoho
No answers on this topic
Support Rating
Apptivo Inc
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).
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Zoho
No answers on this topic
Implementation Rating
Apptivo Inc
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
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Zoho
No answers on this topic
Alternatives Considered
Apptivo Inc
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.
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Zoho
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.
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Return on Investment
Apptivo Inc
  • 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
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Zoho
  • 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

Apptivo Screenshots

Screenshot of Customize each app by dragging and dropping each attributeScreenshot of Project management gantt chartScreenshot of Convert a lead into a contact, customer, and/or opportunity

Zoho Invoice Screenshots

Screenshot of 100% free invoicing software designed for small business owners & freelancers.Screenshot of Customize the look and feel of your invoices to provide a consistent and professional outlook.Screenshot of Add tasks, invite users, track the time worked for each project, and bill your clients just the way you want.Screenshot of Get real-time insights into sales, receivables, expenses, and projects with a host of built-in reports.Screenshot of Get a quick snapshot of your business health and know your monthly sales, current and overdue invoices, payments collected, your top expenses, and more.Screenshot of Create and share invoices, record payments, look up customers' details or past invoice history even if you're away from your desk.