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Apptivo

Apptivo

Overview

What is Apptivo?

Apptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions.

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Recent Reviews

TrustRadius Insights

Apptivo is a versatile platform that offers a comprehensive range of tools and features, making it an invaluable resource for businesses …
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Apptivo a great option!

10 out of 10
June 23, 2021
Incentivized
My organization use Apptivo in various deparments to control and organizate proyects and the comunication of the team. We didn't find any …
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Not ready for the prime time

4 out of 10
June 27, 2015

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 …

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Pricing

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Premium

$10

Cloud
Per User per Month

Ultimate

$25

Cloud
Per User per Month

Starter

Free

Cloud
Per User per Month

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttp://www.apptivo.com/app-pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Apptivo - Business Contact Management Demo with CRM

YouTube

Apptivo - Customer Relationship Management Demo

YouTube

Apptivo - Invoices App Demo

YouTube

Apptivo - Online Business Applications Demo

YouTube

Apptivo - Projects App Demo

YouTube

Apptivo - Timesheets App Demo

YouTube
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Product Details

What is Apptivo?

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Users can manage business tasks across the customer life cycle, including sales & marketing, billing & support, etc. There is no per-app pricing; users get access to the entire platform starting at $10 monthly per user. Apptivo Apps include:

  • Marketing - Create targeted lists of contacts, build & deliver email campaigns, and track analytics.
  • Sales - Complete CRM capability with robust contact management, sales pipeline, automation, and reporting.
  • Help Desk - A powerful ticketing system with email integration, web portal, and time tracking.
  • Project Management - Manage project schedules via gantt charts, track time & milestones, and invoice for effort spent.
  • Field Service - Work order assignment & dispatching, mobile photo, time, and materials capture, and billing.
  • Quoting & Billing - Build professional quotes & email them to customers with integrated billing & recurring invoice capabilities.
  • Order Management - Turn quotes into orders, track inventory & shipments, and bill the customer for products purchased.
  • Procurement & Supply Chain - Manage vendors, track purchase orders & invoicing, and manage inventory.

Apptivo Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Channel / partner relationship management

Customer Service & Support Features

  • Supported: Case management
  • Supported: Call center management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Platform Features

  • Supported: Mobile access

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

Apptivo Video

Apptivo is a powerful sales & marketing tool that is ranked as the #1 most affordable CRM by Capterra. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, campaign management, and flexible workflow tools including marketing automation. Everyt...
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Apptivo Integrations

Apptivo Competitors

Apptivo Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone, Mobile Web
Supported CountriesAll
Supported LanguagesEnglish

Frequently Asked Questions

Apptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions.

Zoho CRM, NetSuite ERP, and Insightly are common alternatives for Apptivo.

Reviewers rate Customer data management / contact management and Opportunity management and Help desk management highest, with a score of 10.

The most common users of Apptivo are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(8)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Apptivo is a versatile platform that offers a comprehensive range of tools and features, making it an invaluable resource for businesses of all sizes. Users have found the cloud-based product to be easy to use from anywhere, including mobile devices, and most system customizations have been successfully implemented. With Apptivo, users can easily access all clients, invoices, and estimates in one place, along with client-specific price lists and digital brochures and attachments. The software allows for tracking many client variables and creating a stress-free delivery for services. Users have also experienced positive results in maintaining and building customer relationships, marketing to them, and increasing sales and leads.

The software's project management capabilities have received positive feedback, as users appreciate the ability to track activities with clients and prospects efficiently. Additionally, the software has helped sales teams track their work more effectively and improve task management. Users have also had better communication with clients and more organized sales management thanks to Apptivo's intuitive interface. The software has proven to be a reliable CRM platform, saving users time by eliminating the need for constant customization and providing essential functionalities for customer relationship management.

Apptivo's support team has been praised for their excellent assistance in resolving issues promptly. They have been diligent and effective in addressing technical glitches and providing reliable CRM functions. The product has encountered some minor issues reported by users, such as button functionality in specific email platforms or setup problems related to language and time zone support. However, overall, users find Apptivo to be an affordable solution that meets their organization's CRM needs while supporting various management tasks across departments like finance operations, sales, marketing, and project management.

In conclusion, Apptivo has been widely used by businesses seeking a reliable CRM solution that streamlines operations, centralizes data storage, improves workflow coordination among employees in different locations, enhances project management capabilities, and enables effective collaboration within teams. Users appreciate the wide array of features and modules within the product that cover standard CRM needs, such as contact management, opportunities management, quoting, follow-up, and general workflow organization. Whether it's tracking leads, managing client relationships, generating invoices, or monitoring projects and campaigns, Apptivo proves to be a versatile tool that helps businesses stay organized and achieve their goals efficiently.

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.

Deployment Complexity: Users have found the deployment stage of the software to be time-consuming and requiring assistance from vendors. Some reviewers expressed frustration with the difficulties in synchronizing the tool in a large working group, which hindered collaboration and caused problems.

Integration Limitations: Several users mentioned that null integrations prevented the software from integrating with certain tools, negatively impacting team performance. They found this lack of integration coherence with other platforms to be a significant drawback.

Interface Issues: Users expressed dissatisfaction with the interface, stating that it had implementation and guidance failures. They found it uncomfortable to restart the contact data administration process and mentioned a lack of integration with other applications or platforms. Additionally, they complained about being unable to customize the built-in client email function and change the signature.

Users commonly recommend the following for Apptivo:

  • Take advantage of the free trial and spend time customizing the various modules. Users suggest utilizing the free trial period to determine if Apptivo meets their organization's needs. They recommend spending time customizing the different modules according to their specific requirements.

  • Seek assistance from customer support and ask questions about needed features. Users advise reaching out to Apptivo's customer support team for guidance on understanding and utilizing the software's features. They recommend asking questions to ensure that Apptivo includes all the necessary functionality for their business.

  • Consider Apptivo as a cost-effective solution for basic CRM needs. Users find Apptivo to be a cheap and easy-to-use option for basic Customer Relationship Management (CRM) needs. They suggest taking advantage of any help offered by Apptivo during setup and training. Additionally, they appreciate the additional project management and help desk features provided by the software.

In summary, users view Apptivo as a comprehensive and valuable software that offers good value for money compared to competitors. It is particularly recommended for small businesses, although more established CRM tools like Salesforce or Dynamics may still be preferred depending on individual requirements.

Attribute Ratings

Reviews

(1-1 of 1)
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Score 4 out of 10
Vetted Review
Verified User

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.

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.

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!

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.

  • 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.
  • 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.
(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.
Sales Force Automation (9)
40%
4.0
Customer data management / contact management
60%
6.0
Workflow management
50%
5.0
Territory management
50%
5.0
Opportunity management
50%
5.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
N/A
N/A
Quote & order management
10%
1.0
Interaction tracking
20%
2.0
Channel / partner relationship management
50%
5.0
Customer Service & Support (3)
30%
3.0
Case management
50%
5.0
Call center management
N/A
N/A
Help desk management
40%
4.0
Marketing Automation (2)
50%
5.0
Lead management
50%
5.0
Email marketing
50%
5.0
CRM Project Management (3)
50%
5.0
Task management
50%
5.0
Billing and invoicing management
50%
5.0
Reporting
50%
5.0
CRM Reporting & Analytics
N/A
N/A
Customization (4)
35%
3.5
Custom fields
70%
7.0
Custom objects
70%
7.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
80%
8.0
Role-based user permissions
60%
6.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
60%
6.0
Mobile access
60%
6.0
  • It cost us money.
  • We lost a few hundred man hours on this. We stuck with them for a while based upon the promises received and the excellent speed at which support would reply to concerns. However fixes to the big issues still have not arrived a year later.
  • worketc,sellsy,affinitylive,solve360
Sellsy is the app that comes closest in terms of feature set. It is a lot more expensive but even with its flaws and terrible Google integration is still is a measurably better product in terms of taking care of your business. Unfortunately for Apptivo it tries to do everything with its 40+ apps but not one of those apps succeed in being great when compared to the competition. The competition in all cases are much more expensive than Apptivo but it is a case of you get what you pay for. Solve360 is probably the best Google integrated crm product on the market today however it is not a business management platform. Work[etc] is another great platform with excellent Google integration but doesn't do stock management or multi-currency. Also way over-priced!
Yes
Solve 360 because we wanted an app that could serve our business model. Solve 360 is amazing but it purely focused on crm and requires a lot of third party apps to deliver a business solution. We knew Apptivo was a work in progress when we started using it based on promises made by support to eventually fix things and get it right.
  • Price
  • Product Features
  • Product Usability
On the surface the product looks to offer all the customization and features a business needs. That plus the too good to be true pricing.
We spend and invest serious time before rolling out any product in my business. This cannot be done in the 30 day trials offered by many as serious business people are busy trying to run their business. The majority of vendors are only interested in selling product and push features down your throat instead of highlighting issues in software that might affect you as well as benefit you.
  • Implemented in-house
Yes
crm first then build out into other business areas such as invoicing etc.
Change management was a major issue with the implementation
The software failed to deliver as expected and UI issues made users hate the product.
  • Contact data getting corrupted by the vendor.
  • User complaints due to basic functionality within Apptivo not performing as expected.
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
  • Contact managment.
  • There are simply too many UI and UX inconsistencies to list here. We found 100+ during our time with the product.
Yes
Works Reasonably well
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.
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