TrustRadius
A basic system with various CRM apps
https://www.trustradius.com/crmApptivoUnspecified84101
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October 06, 2015

A basic system with various CRM apps

Score 7 out of 101
Vetted Review
Verified User
Review Source

Software Version

5.0

Modules Used

  • Contacts
  • Projects

Overall Satisfaction with Apptivo

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.
  • 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.
  • 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.
  • Helped us increase time to completion of projects.
  • Allowed us to execute on customer service and response times.
  • Elevated our department's visibility within the organization for a more streamlined workflow.
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.
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.

Apptivo Feature Ratings

Customer data management / contact management
9
Workflow management
7
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Case management
8
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
9
Billing and invoicing management
Not Rated
Reporting
9
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
10