Apptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions. ready for the prime timeApptivo 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.,4,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,Yes,Price Product Features Product Usability,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,Change management was a major issue with the implementation,Contact data getting corrupted by the vendor. User complaints due to basic functionality within Apptivo not performing as expected.,4,Contact managment.,There are simply too many UI and UX inconsistencies to list here. We found 100+ during our time with the product.,Yes,3
4 Ratings
Score 8.0 out of 101
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Apptivo Reviews

4 Ratings
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Score 8.0 out of 101

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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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Feature Scorecard Summary

Customer data management / contact management (2)
Workflow management (2)
Territory management (1)
Opportunity management (1)
Integration with email client (e.g., Outlook or Gmail) (2)
Quote & order management (1)
Interaction tracking (1)
Channel / partner relationship management (1)
Case management (2)
Help desk management (1)
Lead management (1)
Email marketing (1)
Task management (2)
Billing and invoicing management (1)
Reporting (2)
Custom fields (1)
Custom objects (1)
Single sign-on capability (2)
Role-based user permissions (2)
Mobile access (2)

About 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
Has featureCustomer data management / contact management
Does not have featureWorkflow management
Does not have featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Does not have featureInteraction tracking
Has featureChannel / partner relationship management
Customer Service & Support Features
Has featureCase management
Has featureCall center management
Has featureHelp desk management
Marketing Automation Features
Has featureLead management
Has featureEmail marketing
CRM Project Management Features
Has featureTask management
Has featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports
Customization Features
Has featureCustom fields
Has featureCustom objects
Does not have featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Has featureSingle sign-on capability
Social CRM Features
Does not have featureSocial data
Does not have featureSocial engagement
Integrations with 3rd-party Software Features
Does not have featureMarketing automation
Does not have featureCompensation management
Platform Features
Has featureMobile access

Apptivo Screenshots

Apptivo Integrations

Apptivo Competitors


Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?Optional
EditionPricing DetailsTerms
StarterFreePer User per Month
Premium$10Per User per Month
Ultimate$25Per User per Month

Apptivo Support Options

 Free VersionPaid Version
Live Chat

Apptivo Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android, Windows Phone, Mobile Web
Supported Countries:All
Supported Languages: English