Item: Apptivo
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

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 and Cons

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.

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The platform may seem a little bit out of date.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..

Return on Investment

We are able to send correspondence to donors allowing for additional ROI to be gathered.
We are able to offer subscriptions and have an opportunity for ROI through that. Subscriptions are very easy to manage through Apptivo.
Can be time consuming (cost money in hourly wages) to do small things like abbreviate states, etc.

Alternatives Considered

Constant Contact, Robly and Mailchimp

Although Constant Contact, Robly, and Mailchimp are more email based, they deal with contacts in a similar manner. Apptivo has more options for things like adding time limits to subscription, assigning leads to certain contacts, etc. Also, exporting addresses is a lot easier which comes in great handy for mailings and for CASS certifying the addresses.

Key Insights

Do you think Apptivo delivers good value for the price?

Yes

Are you happy with Apptivo's feature set?

Yes

Did Apptivo live up to sales and marketing promises?

Yes

Did implementation of Apptivo go as expected?

Yes

Would you buy Apptivo again?

Yes

Other Software Used

WooCommerce, Elementor, Jotform

Usability

Other than not being able to abbreviate states and also the difficulty in bulk adding addresses, Apptivo's overall usability is easy, it's organized, and it has been faithful over the years that we have used it. The support is wonderful and has always offered a quick response and solution as well, which is very helpful during those times where we have gotten stuck in a dilemma.

Support Rating

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).

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.

Apptivo - Keep all of your contacts in one place, and never look back!

Overall Satisfaction with Apptivo