TrustRadius Insights for Apptivo are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
User-Friendly Interface: Users have praised the intuitive and user-friendly interface of Apptivo, making it easy for new users to navigate and utilize the platform. Several reviewers specifically mentioned that they found the interface to be straightforward and easy to understand.
Customization Options: Many users appreciate the ability to customize contact fields in Apptivo to fit their specific needs. They find this feature valuable as it allows them to tailor the software according to their business requirements. Some reviewers highlighted how customization has helped them streamline processes across multiple departments.
Affordability: Users find Apptivo's pricing affordable compared to other similar software options available in the market. Several reviewers stated that they appreciated the value for money offered by Apptivo, making it a cost-effective solution for managing various aspects of their business.
We use Apptivo to keep all of our contacts organized and together in one simple and easy to use online program. We are able to have several different address books and assign contacts to certain leads. It provides everything we need and more, and the best part is everything is contained in one single program!
Pros
Allows for various address lists to make sure contacts are in the correct category.
Can assign contacts to different leads.
Allows you to add notes and personal information for each contact.
Program is all online, so it doesn't take up any space on your computer.
Cons
When I export addresses, I can't choose to have states abbreviated - I have to go back and manually change them in the Excel spreadsheet after the fact.
It is not very easy to import new addresses. They have an importer, but I've found it's sometimes faster to just manually add them.
The platform may seem a little bit out of date. They haven't really updated the format of their site, logos, etc..
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.
My organization use Apptivo in various deparments to control and organizate proyects and the comunication of the team. We didn't find any problem with this program because is very intuitive to use and you can personalize your control panel. In an agency of marketing is very useful for us because we can track the proyects and see what's going on.
Pros
Intuitive
Easy to learn
Great prices
You can make and track phone calls
Cons
Support service insuficient
Simple documentation
App limited (smartphone)
Likelihood to Recommend
<div>I highlty recomended because Apptivo deploy as a simple contact management system with elegant integrations, like: automatic tracking of conversation on email, automatic register of phonecalls.</div><div>
</div><div>The solution offers a complete set of sales tools for customer management, activity monitoring, visualization and automated workflow channeling, as well as the integration of a professional quotation system capable of generating estimates and sending by email proposals to customers in PDF.</div>
We made the decision to purchase Apptivo mainly for collaboration and to streamline processes within our department; as well as for external departments we worked with on projects. It was sufficient for our needs and very easy to use. Though our whole organization doesn't use it, a few departments within our organization do, and it helps with keeping everything in one spot to reference since some of the individuals in our departments are in different countries and time zones. It created ease regarding project updates and outstanding items that needed to be addressed immediately.
Pros
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.
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.
Likelihood to Recommend
If you need a CRM system to help manage projects, this is a great option. Some of the other apps we didn't use such as accounting, etc. Because we only needed a basic system, we chose Apptivo. Also, because the price was right. Also if you need immediate support, Apptivo is great! If it's complicated though, it did get a bit challenging.
<p>Apptivo was and still is at the time of writing very much a beta product. While the app promotes having 40+ apps that cover the spectrum of business requirements, once you dive deep you quickly discover that most of these apps are not integrated with the other apps and are almost islands within the overall application. The very basic items are just about ok but the UI and UX is I am afraid only a work in progress rather than usable in a real world business. If you are a one person entity dealing in one currency and only do business in your home country then Apptivo can manage the basic address book crm type basics well. </p><p>Support is class leading on this product. Its available within the app through the chat window unfortunately however any big issues (items that impede productivity and cost you a days work) cannot be addressed by support directly as they only pass information to the development team. But for simple training on how do I do this questions the built in support is excellent. </p><p>The app has been evolving but in the last year the 100+ items highlighted by us still remain unfixed. They are many and cover things such as....viewing the homepage calendar. Any item such as a meeting or phone call. If the tag that shows the linked contact or opportunity has more than 5 letters in its name then it gets clipped. This leaves you with a screen full of items listed in nice colours but you cannot read any of the information without clicking. If you then click an item it opens a new page and you cannot get back to where you came from. The UI and UX for power users is deeply frustrating. This puts people off from using it....which is why we stopped using them and went elsewhere. They messed up our contact data on numerous occasions and we had to wait for days to for them to fix it. Not acceptable! </p><p>Pricing is very economic but unfortunately this is reflected in the product. You get what you pay for. Their website says they are launching version 6 soon. They spent over a year attempting to launch version 5 which never worked properly at all. But one cannot predict the future.</p>
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.
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.
Likelihood to Recommend
(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.
