Apptivo Reviews

The most impactful feature of the Apptivo app is the administration and membership portal access. We have approximately 1,300 that will be utilizing this application. The membership side product is very straightforward; thank you to the Apptivo team for allowing our team to provide our feedback and fix any issues quickly for us to test. The integration of the new system was very smooth and almost seamless during the transition.

Our system was custom built to meet our needs. We would like to see specific items more automatic, and the Apptivo team is still working on making these features in for us.

Apptivo is the first collaborative, simple, and cost-effective way to manage customers, pipeline, & calendar that I've found. Most others that offer similar functionality will cost you an arm and a leg. Or they'll be reasonable at first, then they'll get you for each of the "add-ons" that you need to make a whole solution for your organization.

Some of the apps are not quite as intuitive as some others, but that's to be expected considering their business purpose.

The support at Apptivo in AMAZING! I worked with a team to import 15K+ contacts and 72K+ emails and notes from another CRM. They have been extremely helpful, responsive, and on top of all the technical challenges I've had along the way with getting started.

I evaluated numerous other CRMs before deciding on Apptivo. I like the ability to customize this CRM to your needs, the price point is fair, and their support team has been extremely helpful with the importing process.

The import process was time-consuming based on the amount of data I had to bring over and the fact that my old CRM didn't provide an SQL file to make it simple. This is no fault of Apptivo.

Features I would like to see:
1. Add email sequences to the Premium plan
2. Fixes are needed for the email sequence, Gmail sidebar, and Triggers (I have put in support requests for these items
3. Add the ability to create simple invoices without having so many required fields. All the required fields in that app make the functionality not work for my business, so I create invoices on another platform

It is easy and quick to punch out an invoice copying an old customer invoice and making a couple changes in the body the Output looks Professional when I bill my corporate clients. I like that if I get stuck, CHAT is always available and it's been quick to resolve my confusion or concerns.

Inconsistent features access between my Ipad and my windows desktop. The IOS (Apple) apps have improved since I started using Apptivo. Although I had to have two separate Apps on my ipad initially and it was confusing, the main app has bulked up to where I rarely need to get on my windows machine. But I'm finding I do have to still, like setting up recurring invoices.

Recording payments, seems to be less than intuitive, resulting in me over crediting an account and having to search until I gave up, trying to delete the twice or more extra payments due to some sort of lag from screen to screen.

My man complaint is lack of a simple calendar capability and it appears if I want it I'll be having to add Google G Suites, which is overkill. Apparently to make up for lack of feature capability in Apptivo, if I want to set up recurring invoices that utilize date features like 2nd Tuesday of every month or 4th Monday of the month. That will cost me $6 month from Google and I don't want or need all of the G suite features.

An extremely broad range of applications. Apptivo beats most competitors in this respect; it really is an 'all-in-one' ERP in fact - not just a CRM. At the same time Apptivo is excellent value for the money. The 'in-app' live chat support is especially helpful, as you can deal with issues as they occur. The pricing is per user, broadening the base of potential organizations who will find Apptivo appealing from the outset, and scaling as the organization grows larger.

Being a 'jack of all trades', Apptivo cannot be expected to excel in every area. Some features - such as the two Wordpress plugins - seem neglected and are seldom updated or promoted. Given the popularity of WP it seems to be a missed opportunity to expand into the help desk market. Another example would be the customer portal, it seems a bit awkward. The customer must sign-up through Xinnect and then Apptivo as well to access their portal, even though Apptivo might not be relevant to them. It is also difficult to control exactly what clients will see, and they are shown a lot of irrelevant fields, even though there is a rudimentary role assignment mechanism. Combining this with cases (tickets) and answers (knowledge-base) should in theory provide an alternative to a help desk, but it is a long way round.

Ease of use. Flexibility and customization. Responsive (immediate) support. Integrated choice-based modules (one fee).

Would help to have a better understanding of the interaction between contacts, customers, opportunities, leads, etc. For example in our organization, a person can be 1,2,3 or all 4 of these simultaneously.

Features - This is a one stop shop. Marketing, Sales, Telephony, Shipping... the list just goes on and on. I don't there is a need to sign up to a separate subscription for other services. Apptivo has you covered for everything.
Price - Amazing...so much for so little. I don't believe another platform offers such value for money. The closet is Bitrix 24, but you have to sign up for at least 5 users to use all their functionality like Google 2-way sync. So although good, not the best if you are just starting out.
Customization - This app allows you to add fields, change the layout and do pretty much what you want in terms of one wishes to use it.
Integration - integrates with all the major platforms and has some great 3rd party plugins.
Support - 24/7 and immediate. No waiting. Brilliant. Support team is particular helpful

I think the U.I could do with a refresh
Document support for uploaded files is a little limited. The software would be perfect if it had a viewer support for Word docs, etc. What this means is that any uploaded document, has to be downloaded in order to view it. This is clumsy....but a small price to pay, for what is very good software in nearly all respects.

- Very affordable
- So many features and applications for running the entire company
- Very straightforward interface and easy to learn basics right away
- One of the best FAQs and tutorials I have ever seen for a SAAS solution
- Customer service is very responsive and helpful. A+++
- A impressive level of integration into other platforms and customization

- Limited on ability to delete data or modules once they're created (Have to message tech support to delete)
- Custom app builder takes awhile to learn and understand
- Are not able to clone apps for different divisons to use seperate from eachother (for instance want to use project management app for our sales team and then seperate instance for our production team. Both can use the same tool but in different ways for tracking)

I like the ease of getting answers from customer service if stumped. I am 72 and while the app is pretty easy to navigate I sometimes need help and the team always comes thru quickly.

nothing it is doing all that I need done and more.

I like the way you can enable just the bits you need. I started with just invoicing and am gradually enabling the other elements as I need them. That way it doesnt blind you with too many options whilst you learn to use the system.

Its the support that really makes the difference in this product. I have had lots of questions and I have all these answered quickly via the chat function. No question is too much trouble and considering the very affordable price its unbelievable.

I cant think of many really. Occasionally its a little slow and sometimes I get the odd glitch but nothing to really worry about.

Completely customizable
Integrates well and all information is easily found

Can be difficult to navigate if unfamiliar
Can be difficult to customize if unfamiliar

Very easy to use, very easy to customize, affordable, fantastic support!

Hard to say... I like it all. If I had to say one, it would be calendar, which I am not using, as I am already using a Google calendar.

Ease of configuration, Support, Intuitive layout, Customization features, Pricing, and did i say Support is excellent.

Lack of integration with SharePoint, Email queues, Mobile software could be improved upon.

Any time I have a question, they have great customer service. [SENSITIVE CONTENT HIDDEN] is one employee who is exceptional in his knowledge of the program. Glad to be a user!!

Sometimes its a bit cumbersome in learning it.

Estimates, Order, Invoice, Purchase Order, Payments

Performance issues but intermittent and just trivial.

Cumtomize and use only what you need. Very robust

Setting up some apps takes time but help is available

Easy to use. Easy to configure. Easy to get support. Those are the most important things that a platform can offer.

When working with templates, it can be a bit confusing but with support on standby, it can turn out to be an experience that isn't difficult.

Very easy to navigate the program and the individual customer files

I use it for Companies rather than individuals but the design seems to be driven by a persons name or an individual contact. I'd prefer that it lists by company and then every contact and location under that company

Simple and affordable. Good customization and quick responses to chat support.

Email integration issues with outlook exchange + contacts in trash keep showing up in contacts list at random

Quick connections - no hang time...format is easy to follow, learning curve is very quick and help chat is a huge plus.....Mobile device connect is seamless , even on a smart phone

Adding contacts individuals - address and main phone numbers are not migrated from the Company of at lease the option.......

The software is very simple to learn and allows you to customize it to fit your needs.

Integrating with current softwares takes some time.

It covers most aspects of our business from customer management, inventory control, quoting, supplier purchase orders and shipping. It has a simple interface. The support team is excellent and very responsive to client questions.

Support documentation is light on and the website is not that easy to navigate for information. Integration between the various apps is problematic as it is difficult to get a birds eye view of the business.

I like that I can customize the CRM to fit my specific needs. It give me many options for capturing data that I need to keep track of my business. I like the ability to be able to filter reports and keep track of revenue.

I wish I had the ability to mass delete information. It is very time consuming to delete each record one at a time.

Tracking Sales Opportunities and keeping all information in one place. It even has a document depository which is quite helpful in sharing information.

The social media monitoring in the CRM feature is lacking or non existent. There are plenty of insites that can be gained by looking at a potential customer's LinkedIn account

Very simple to set up and use, has the best Office 365 sync on the market (that I have tested) in the budget CRM range

All the settings to get the Office 365 sync working, has some missing features, like email read receipt, Has a very basic GUI