Apptivo Features

Apptivo

CRM for managing customer accounts

4.43/5 (560 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Account Management
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Audience Targeting
Auto Update
Auto-Responders
Automated Routing
Automated Scheduling
Batch Processing
CAN SPAM Compliance
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call Management
Call Monitoring
Call Recording
Call Routing
Call Scheduling
Call Scripting
Caller ID
Campaign Management
Campaign Personalization
Canned Responses
Cataloging/Categorization
Channel Management
Client Database
Communication Management
Computer Telephony Integration
Confirmation/Reminders
Contact Database
Contact Management
Content Delivery
Content Management
Customer Database
Customer Engagement
Customer Segmentation
Customer Service Analytics
Customer Support
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Data Import/Export
Data Synchronization
Document Storage
Drag & Drop
Drip Campaigns
Email Campaign Management
Email Management
Email Marketing
Email Response Control
Email Templates
Event Triggered Actions
Feedback Management
File Sharing
Forecasting
Form Builder
Gamification
Geotargeting
Goal Management
Goal Setting / Tracking
Group Scheduling
Import Tasks
Interaction Tracking
Internal Chat Integration
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Engagement
Lead Generation
Lead Management
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Marketing Calendar
Mass Texting
Meeting Management
Milestone Tracking
Mobile Access
Mobile Optimized Emails
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Offline Form
Onboarding
Online Booking
Online Forms
Opportunity Management
Performance Management
Performance Metrics
Personalization
Pipeline Management
Pipeline Reports
Progress Tracking
Progressive Dialer
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Editing
Real-Time Chat
Real-time Consumer-facing Chat
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Responsive
Role-Based Permissions
Routing
SEO Management
Sales Analytics
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Service Level Agreement (SLA) Management
Shared Contacts
Social Marketing
Social Media Integration
Source Tracking
Spam Blocker
Support Ticket Management
Task Editing/Updating
Task Management
Task Progress Tracking
Task Scheduling
Task Tagging
Team Management
Template Management
Territory Management
Third Party Integrations
To-Do List
Transcripts/Chat History
Transfers/Routing
WYSIWYG Editor
Web Forms
Win / Loss Analysis
Workflow Configuration
Workflow Management
Learn moreCompare App
API
Access Controls/Permissions
Account Management
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Audience Targeting
Auto Update
Auto-Responders
Automated Routing
Automated Scheduling
Batch Processing
CAN SPAM Compliance
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call Management
Call Monitoring
Call Recording
Call Routing
Call Scheduling
Call Scripting
Caller ID
Campaign Management
Campaign Personalization
Canned Responses
Cataloging/Categorization
Channel Management
Client Database
Communication Management
Computer Telephony Integration
Confirmation/Reminders
Contact Database
Contact Management
Content Delivery
Content Management
Customer Database
Customer Engagement
Customer Segmentation
Customer Service Analytics
Customer Support
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Data Import/Export
Data Synchronization
Document Storage
Drag & Drop
Drip Campaigns
Email Campaign Management
Email Management
Email Marketing
Email Response Control
Email Templates
Event Triggered Actions
Feedback Management
File Sharing
Forecasting
Form Builder
Gamification
Geotargeting
Goal Management
Goal Setting / Tracking
Group Scheduling
Import Tasks
Interaction Tracking
Internal Chat Integration
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Engagement
Lead Generation
Lead Management
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Marketing Calendar
Mass Texting
Meeting Management
Milestone Tracking
Mobile Access
Mobile Optimized Emails
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Offline Form
Onboarding
Online Booking
Online Forms
Opportunity Management
Performance Management
Performance Metrics
Personalization
Pipeline Management
Pipeline Reports
Progress Tracking
Progressive Dialer
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Editing
Real-Time Chat
Real-time Consumer-facing Chat
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Responsive
Role-Based Permissions
Routing
SEO Management
Sales Analytics
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Service Level Agreement (SLA) Management
Shared Contacts
Social Marketing
Social Media Integration
Source Tracking
Spam Blocker
Support Ticket Management
Task Editing/Updating
Task Management
Task Progress Tracking
Task Scheduling
Task Tagging
Team Management
Template Management
Territory Management
Third Party Integrations
To-Do List
Transcripts/Chat History
Transfers/Routing
WYSIWYG Editor
Web Forms
Win / Loss Analysis
Workflow Configuration
Workflow Management
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API
Access Controls/Permissions
Account Management
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Audience Targeting
Auto Update
Auto-Responders
Automated Routing
Automated Scheduling
Batch Processing
CAN SPAM Compliance
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call Management
Call Monitoring
Call Recording
Call Routing
Call Scheduling
Call Scripting
Caller ID
Campaign Management
Campaign Personalization
Canned Responses
Cataloging/Categorization
Channel Management
Client Database
Communication Management
Computer Telephony Integration
Confirmation/Reminders
Contact Database
Contact Management
Content Delivery
Content Management
Customer Database
Customer Engagement
Customer Segmentation
Customer Service Analytics
Customer Support
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Data Import/Export
Data Synchronization
Document Storage
Drag & Drop
Drip Campaigns
Email Campaign Management
Email Management
Email Marketing
Email Response Control
Email Templates
Event Triggered Actions
Feedback Management
File Sharing
Forecasting
Form Builder
Gamification
Geotargeting
Goal Management
Goal Setting / Tracking
Group Scheduling
Import Tasks
Interaction Tracking
Internal Chat Integration
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Engagement
Lead Generation
Lead Management
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Marketing Calendar
Mass Texting
Meeting Management
Milestone Tracking
Mobile Access
Mobile Optimized Emails
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Offline Form
Onboarding
Online Booking
Online Forms
Opportunity Management
Performance Management
Performance Metrics
Personalization
Pipeline Management
Pipeline Reports
Progress Tracking
Progressive Dialer
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Editing
Real-Time Chat
Real-time Consumer-facing Chat
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Responsive
Role-Based Permissions
Routing
SEO Management
Sales Analytics
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Service Level Agreement (SLA) Management
Shared Contacts
Social Marketing
Social Media Integration
Source Tracking
Spam Blocker
Support Ticket Management
Task Editing/Updating
Task Management
Task Progress Tracking
Task Scheduling
Task Tagging
Team Management
Template Management
Territory Management
Third Party Integrations
To-Do List
Transcripts/Chat History
Transfers/Routing
WYSIWYG Editor
Web Forms
Win / Loss Analysis
Workflow Configuration
Workflow Management
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Mobile apps

iOS App


0 reviews

Android App


0 reviews

Apptivo Feature Reviews

25 reviewers had the following to say about Apptivo's features:

Vernessa T.

Apptivo is All-Inclusive, Modern ERP Cloud App Done Right (Just Add Speed and GUI Refresh)

2018-06-20

I was using Teamwork (formerly Teamwork PM) for project management, a local install of vTiger CRM for contacts and opportunity management, and myriad other cloud-based apps to pull together administrative activities. I wanted an all-inclusive software with strong project management features that also allowed me to handle detailed invoicing and allowed customers to click a link to pay.

Pros

The integration with email is excellent, right down to making it easy to connect your email boxes.

Cons

They could do better with customization (esp. dashboards), reporting, data import, data export and speed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo



Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Read more
Kamal B.

Overall - Good product with value for money

2021-03-02

Excellent

Pros

Pipeline Management, reports and dashboards.

Cons

nothing to mentions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
MUHAMMAD M.

About Graphical presentation

2020-07-27

Secondly, I'ld must share the efforts of [SENSITIVE CONTENT HIDDEN] (Project Manager) she did grate work and dedicated works during COVID-19, with limited access. [SENSITIVE CONTENT HIDDEN] who supported [SENSITIVE CONTENT HIDDEN] at back end and some time directly on front end.

Pros

Customization, Ease of use, dashboard reports, summary box. table reports

Cons

Under dashboard speedo meter graph, there might be some other graphs as well on front / landing page as dashboard summary with different dimension.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

I have been using Apptivo for 5 years now. Very good overall!

2018-05-04

Integration, control over my process, paper reduction, information available always, on the go, basic reporting, personalization and company branding, professional presentation of my company, cost control,

Pros

Simple It is growing in terms of features It allows managing a complete end-to-end company Invoicing App is very simple and powerful. Mobile app works fine

Cons

Sometimes it is slow Some Apps are very basic Documentation is very simple, basically the screenshots Personalization could be complex

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo


Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Read more
Charles M.

straightforward and easy to use CRM platform

2018-05-07

Pros

good drag and drop capability, easy to navigate, good integration with additional modules.

Cons

No major issues; would be good to have ability to customize own reports, more robust user authentification

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo


Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Read more
Anthony W.

Excellent CRM Value Proposition

2020-11-04

Customer contact retention data and information tracking

Pros

Very intuitive and easy to navigate; create custom views and reports

Cons

No Cons since I'm a new user right now and still learning system

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Thierry O.

Verified Reviewer

Great and simple CRM, awesome and fast support.

2014-10-31

I greatly recommend that CRM/mini-ERP for your management needs.

Pros

Handful of functionalities and options Really affordable for a multi user environment Great flexibility Lot of filters Great search function App store to get more plugins

Cons

GUI needs a bit of tweeking to be more appealing Tends to be a bit slow some time The Ledger app needs a lot of improvement, it is not enough mature as of now to replace Zoho Invoice to track my expenses and generate taxes reports.

Source: GetApp
Helpful?   Yes   No
Read more
Eduardo G.

The ability to integrate in a single application or program the different sections

2018-06-14

You have a clear vision of all the processes in a company ready to be analyzed

Pros

The application offers complete view of the client and project from the start to the delivery and collection stages. Also alerts and personalizes reports.

Cons

At the beginning of the implementation phase, effectiveness may decrease if there is resistance to sharing information among commercial units or departments, this depends on the skill and ability of the work force, it also implies education and training, even though this tool is very easy to use and very intiutive for the team work so it can be less this training time

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo


Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Read more
Emily M.

Everything you need

2019-07-29

You can limit user access, track phone calls, and do so much more all within one platform that is easily accessible from any device with internet.

Pros

Completely customizable Integrates well and all information is easily found

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo


Hello Emily,

Thank you so much for taking the time to post this review! Our team is glad you're happy with Apptivo. We will collect this feedback on getting familiar with Apptivo and notify our teams accordingly. We exist because of customers looking for an end-to-end solution like you! Again, thank you so much!

Team Apptivo

Read more
Mike H.

On day 2 of my 30 day trial and customer service has been fantastic and immediate.

2017-05-11

Pros

The UI/UX very intuitive and FAQs are very detailed.

Cons

Other thing is lack of customizable reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Martin B.

Best bang for the Buck!

2020-02-11

Importing data is easy - user adoption is fairly quick.

Pros

The object orientation makes it very easy to understand and to "personalize" - adding fields is a breeze!

Cons

It is not an accounting system, so I'd like to see some more robust reports such as a Statement would be nice.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Heather P.

Good CRM for Value

2019-10-23

Great to keep track of projects, opportunities and leads; easy to use

Pros

Easily customizable, good customer service

Cons

reporting features not as robust as I would like Must update things in multiple apps - i.e.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Eugene d.

Verified Reviewer

Great Support from team Apptivo

2015-02-15

Today, I mapped data for the first time in real time, Firstly using a new CRM Apptivo, still trying to find my way around.

Pros

Good to use the Joine.me feature will definately use it again in conjuntion with Apptivo.

Cons

The use of the chat facility is very helpful, and the screen share feature assists novices to a see how it must be done.

Source: GetApp
Helpful?   Yes   No
Read more
Alan S.

Great value and functionality for the money!

2018-05-07

Ability to track many aspects of my business with ease.

Pros

I like the ability to be able to filter reports and keep track of revenue.

Cons

It is very time consuming to delete each record one at a time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo


Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Read more
Adith K.

Verified Reviewer

Robust and flexible customer relationship management tool.

2018-08-04

Pros

Provides robust reporting features, you can export data to excel with ease.

Cons

The Graphical user interface looks quite outdated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
Read more
Alexander E.

Overall, basic functionality is solid. Customization and depth of UX is lacking.

2018-05-01

I was able to organize my prospecting efforts effectively.

Pros

Simple, cost effective and somewhat customizable. The interface is straightforward, and the app is pretty user friendly.

Cons

I am in commercial real estate and some of the sales cycle tools simply do not apply

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Stuart M.

Like that I can access from a mobile device

2018-05-07

Mobile access in a easy to use format.... just need eda simple contact management program where daily notes and quotations can be stored....

Pros

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

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo


Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Read more
Bryan M.

Who Provides GREAT "Chat" Support?

2019-09-22

Replaced ACT Contact Management System to provide realtime access to critical data to make decisions and deliver breakthrough support to our customers and vendors.

Pros

On a prior Chat call, Apptivo suggested a remote session where the representative quickly identified the Advanced Capabilities required to import a complex database.

Cons

Additional pre-built integrations are time savers and Apptivo has more work to do in this area.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Sarah G.

Scotland Food & Drink feedback

2021-07-07

The service provided by [SENSITIVE CONTENT] has been outstanding - they are always on hand to help and understand the things we are trying to achieve and they do this with a great amount of patience - they are a huge asset to Apptivo

Pros

The system allows for a lot of customisation which is great - it is quite complicated to learn and this takes time but once you do understand the back ground to the software you can see its real potential

Cons

I find that the you tube videos and guides dont necessarily show me well how to do some of the more complex things such as setting criteria, creating cross ap reports and lists

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Carol M.

The search is over

2020-02-01

I can colour code my events and activities so seeing what I'm doing at a glance.

Pros

It's really user friendly; easy to import data, and add fresh data.

Cons

Honestly haven't found any yet , have upgraded to the premium version to access more features .

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tara M.

Great way to track projects. A lot of features that can be customized for your specific industry.

2018-05-07

Being able to see any project at any given status at any time.

Pros

Ease of reporting by exporting data to excel and going from there.

Cons

Need more reps to have access to custom care.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo



Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Read more
Cynthia A.

Usefull for start ups

2018-06-13

Pros

It has a great mobile app from where you can control everything.

Cons

The interface sometimes gets stuck and it takes a little time to come back.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from Apptivo



Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Read more
Stuart R.

Fast Customer Support

2019-11-04

Good sales tracking and CRM tool.

Pros

Customer support is very fast and responsive.

Cons

Does not have all of the reporting functionality we need.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Katherine M.

Apptivo Product Review

2019-09-30

To date, our team is better organized, while the reporting system and agreement process save's labor hours & relative cost.

Pros

Connects well with Outlook emails. Customizable to our needs.

Cons

Certain fields (like address) should be prepopulated when creating a new entry. Some redundancy here and there that could be eliminated.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anil J.

Verified Reviewer

It literally saved my hours and hours of precious time!

2018-09-24

Pros

It further helps to organize the calendar for all business activities and keep a record of all the important contact details.

Cons

When we started, our time zones were just IST and when employees from another part of the world started to sign up to the CRM, we faced a lot of problems to set autoresponders at the correct time.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
Read more