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Apptivo

4.4
(676)

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CRM for managing customer accounts

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(13)

Apptivo Pricing

Pricing overview

Value for money rating

4.7

/5

676

Price starts from

10

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Pricing details

Starts at just $8 per user/ Billed annually. - comes with 18 Apps,
100 Custom Fields Per App
25 Workflows
8 Custom Dashboards
3rd Party Service Integration
24x7 Support

What users say

This software is a great price with an amazing amount of features. It is completely customize-able for any industry and fairly easy to use.
The pricing and the fact that you can start with one App and add as you progress makes things really easy. It is great that all Apps are available at the start.

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Reviewers who mentioned pricing said:

SP
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Simon P.

Business Supplies and Equipment, 501-1,000 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The holy grail that we needed

Reviewed 8 months ago
Pros

I compared over 35 different tools before recommending to the C-Suite using Apptivo. Contrary to most businesses, we do not do any sales nor marketing. Apptivo does not force us to see pipelines, deal stages and conversion rates everywhere. Apptivo is so flexible, it is a dream. And it is affordable too! At 12$ per month per user, this cannot be beat.

Cons

Apptivo is made of several apps (modules). Not 100% of them have the exact same amount of customization possible. This is nitpicking, really, since it is very, very minor.

PO
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Peter O.

Marketing and Advertising, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Apptivo Support Review

Reviewed 7 months ago

Great experience in overall;

Pros

Highly customizable Has a variety of applications to utilize It's value for money Incorporates a lot of events and triggers

Cons

It's a bit complicated for first time users- The settings option is broad.

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Olivier V.

Professional Training & Coaching, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great experience

Reviewed 4 years ago

We are a small & medium company located in Europe with subsidiaries in US and Asia. We were looking for a provider which could (1) allow each subsidiary to view each other's customers (to increase the lead generation); (2) enable us to standardize our data (previously we were entering data into Excel without proper format); (3) facilitate data analysis and (4) enable us to streamline and automatize...

Pros

Easy to use, flexible, great value for money, great support (very friendly and quick), easy to import/export your data back into Excel.

Cons

We found a few small glitches (no space between "Mr." and "Name" when exporting the fields; or one functionality in invoicing did not work), but the support team was very quick in fixing those.

Vendor response

Hi Olivier! First of all, thank you so much for taking the time to post this review. Our team is so thrilled that you are so happy with our service and Apptivo. I am very glad to read that our support team provided great service. We would continue to provide all of our customers with the same amazing experience. You can always get us on online chat (24/7) or write a note to support@apptivo.com. Thanks again!

TM
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Ted M.

Education Management, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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New user that is loving the customization and support

Reviewed 3 years ago

The support team lead by Velu has given me a lot of confidence as a new user. Having access to experts that respond to my inquiries quickly and thoroughly has been very helpful and is the reason I've already been recommending Apptivo to my fellow entrepreneurs.

Pros

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.

Cons

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

CR
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Chris R.

Education Management, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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New CMS software

Reviewed 2 years ago

Apptivo has enabled us to maintain and improve our diary management, transitioning away from a much more expensive older established CRM system, which now feels quite outdated and slow by comparison after just a few weeks of using Apptivo.

Pros

This product is easy to use, once you leave behind any legacy training from your old software! It also comes with an excellent APP which enables you to INSTANTLY access your diary anywhere you are. this is a big plus. Once you understand the logic of the programme you realise there is a lot of functionality available to you. We will be picking up various new apps as we need them. this aspect is also helpful as you are not paying for anything you do not need.... until you need it!

Cons

Not a fault of the software, but our biggest challenge is simply unlearning how the old software worked, along with the absence of a right click function - which is the same for any browser based software.

GV
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Gabriel V.

Consumer Services, 51-200 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Google Contact Replacement

Reviewed 2 years ago

We had to keep customizing every time we added a new contact with our old system, here once we customized our fields they are set and there every time. We felt as if we had our own software program made just for us, we walked them through on what we needed and they gave us what we needed and more. They have saved us so much time going forward.

Pros

We worked with Google Contacts but we ran out of contact space with them, we had to look for a system/software that we could customize contact fields to fit our needs. I searched different programs for several weeks narrowing it down to a handful and after trying out all of them we found that Apptivo was the most user friendly, and the one with all the options for us to customize ALL our contact fields. This is what set it apart from the others and the you can't beat the price!

Cons

We are still new to the software, but we have integrated and there is nothing that we don't like about the software. The more we learn about it the more we love it.

AR
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Verified reviewer

Import and Export, 11-50 employees

Used other for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great CRM solution for small business

Reviewed 3 years ago

I think it's really easy to setup and use for less technical people, great for freelancers, small businesses and mom and pop shops who don't need or want data driven CRM systems. If you have a single person who can juggle multiple aspects of customer service it's cost effective or a small team it's worth it.

Pros

When my client asked me to look into a customer management solution to start to transition away from paper and Excel sheet based documents, I looked into several options including Salesforce. The price was good and comparable to Salesforce but I think many small businesses, your mom and pop shops don't really want or need more in depth data analytics. I think that's where Apptivo is better and easier to use for small business who aren't as data driven.

Cons

What I didn't really like is that for roughly the same annual price per single licence compared to Salesforce was in Apptivo limits the account to a single user. If you have more than one person who handles customer service, marketing, invoicing etc, the cost is a lot more.

TP
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Tanya P.

Information Technology and Services, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great CRM with Amazing Service!

Reviewed a year ago

The overall experience with Apptivo has been GREAT. Our onboarding process was seamless and smooth. The Apptivo Team is responsive and they are very professional. There is always a quick turn-around on most issues and their staff is polite and knowledgeable. Tech Support is GREAT and they respond to you within a quick timespan. Our company is fairly new to this platform and we are still making changes that will continue to enhance our experience.

Pros

This software is rich in features. It has apps that will cater to every department within a company and if the standard ones do not suit your need one can easily be customized. Navigation and customization within apps are easy and the platform is very user friendly. Our previous system was a bit complicated for our users but this platform simplified a lot of processes and tasks that enhanced productivity. It's easy to look up information and export to Excel, create tables, link fields, and the list goes on. This is really a great CRM system if you are looking for something that is cost effective and that will give users a good experience.

Cons

The reporting feature in this platform is lacking. Also, if tables are customized then it's hard to search and filter on the fields. Integration with Calendar has been problematic. The News Feed feature does not capture all changes or even detailed changes so it is hard to find historical data.

AF
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Adam F.

Construction, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great Product

Reviewed 2 years ago
Pros

Apptivo has greatly improved our efficiency with the company and has helped streamline our production and customer contacts at an affordable price. The customer support for the software is fantastic.

Cons

It does feel a little basic for the layout and (feels like 2000 era software database.

KJ
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Ken J.

Consumer Goods, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Apptivo Rocks!

Reviewed 4 years ago

Very, very good. It is really hard to find fault. A brilliant company, very good software and a really responsive help desk that can answers questions, 24/7. What is there not to like? WELL DONE APPTIVO....(just address my two little 'cons' and you have a PERFECT platform).

Pros

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...

Cons

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.

Vendor response

Hello Ken, Our team is thrilled that you're happy with our integrated software and our support team . I understand your feedback regarding uploading and viewing documents. I will collect this feedback to notify our teams accordingly. Again thank you so much! Team Apptivo

GS
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Gregory S.

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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I have utilized several CRM solutions and the Apptivo CRM solution is a great solution for it's cost

Reviewed 5 years ago
Pros

Apptivo CRM is easy to use, and makes available lots of functionality to pick and choose from when building a customized solution. Apptivo's customer support is excellent, responsive, helpful and does a great job supporting me when I need help.

Cons

For non-technical users, modifying the screens to build a customized app, can be a challenge. However, Apptivo customer service is ready to jump in and help when needed. Customer support is accomplished via chat window, which can be tedious. However, Apptivo makes available voice support when requested. And, they provide lots of You-Tube based videos to demonstrate how to modify functionality.

Vendor response

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...

VS
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Veronica S.

Education Management, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Excellent first CRM for small companies

Reviewed a year ago
Pros

Apptivo allows for a broad range of customization possibilities, making it an excellent out-of-the box option for companies transitioning to a first CRM system. While other competitors may have sleeker design, the consistency of page layouts and button placement was a huge plus for our inter-generational team and made it easier to manage the transition to an online software after years of working...

Cons

As with any option in this price category, there are occasional bugs. Reporting them to Apptivo generally results in a very quick fix. Slow load times - it has improved somewhat, but still pages sometimes lag.

KM
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Kevin M.

Furniture, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Value and exceptional support

Reviewed 2 years ago

Moving from an Excel-based CRM which was not regularly updated, or even used by most of the team, we had plenty of room to improve. There are lots of products out there and we investigated quite a few. Some were cost-prohibitive and others just didn't feel comfortable, but with Apptivo, there was so much information, so much support, and all at a very reasonable price. I recommend them to everyone I discuss our CRM with.

Pros

In discussing our needs, I felt straight away that this was a company we could work with. The team went out of their way to ensure that we had everything that we wanted, even if we weren't always sure and changed our minds. they worked with us to ensure a great outcome, and as we now expand the suite of options we are using within the Apptivo framework, they're giving us the same level of service. Very highly recommended, give them a go and you'll not regret it.

Cons

I can't really think of anything. I can get in touch with someone by a multiplicity of methods and so far, they've always been able to resolve my issues, or at least explain why what I wanted is not practical or possible.

MA
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Michael A.

Security and Investigations, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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General

Reviewed 4 years ago

Slow. Very pleased with how things work, but it took a little while to get used to the interface. Now that we have been using it for 3 months or so, it has everything we need all in one place.

Pros

The variety of features that cover Sales to Finance. The value of the apps that are offered fits perfectly into our organization.

Cons

It's sometimes hard to find things. I think this will diminish as I use the product more. The biggest frustration is the integration with other products especially O365. I think I have the email down, but calendar is harder than it should be. Using OneDrive only connects to my personal account and I would like to be able to connect it to our O365 sharepoint folders instead.

Vendor response

Hello Michael, Thank you so much for taking the time to post this review! Our team is thrilled that you're happy with the value the apps bring to your company. We will collect this feedback on getting familiarized with Apptivo and notify our teams accordingly to improve the process. Thank you, again! Team Apptivo

RP
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Robert P.

Entertainment, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Making a small business look large and professional

Reviewed 4 years ago

Very Happy with the product. It works well, year in and year out, and this year, I intend to learn how to use more aspects of it. It's a complete sales CRM and I don't really take advantage of that. I use it as an invoice generation tool. I am a loyal user and have no intention of looking elsewhere. BUT please think about that calendar feature. $60 and an invasive integration from Google, feels a bit much.

Pros

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.

Cons

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...

Vendor response

Hi Robert! First of all, thank you so much for taking the time to post this review. Our team is so thrilled that you are so happy with our service and Apptivo Sure we are taking all your feedback on enhancing the Recurring Invoices and Calendar capability into consideration and will work on it. I am delighted to read that our support team provided excellent service. We would continue to give all of our customers with the same fantastic experience. You can always get us on online chat (24/7) or write a note to support@apptivo.com. Thanks again!

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Vernessa T.

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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

Reviewed 5 years ago

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. Lastly, the CRM component had to be at least as good as vTiger (or Zoho CRM which I'd also given a trial run). Apptivo satisfied these needs. Pleased with the CRM, opportunity management, project management, field service management, and billing apps (especially since they've added Stripe as a payment gateway).

Pros

They do not nickle-and-dime you to death! One price includes everything. Their tiers are about number of users rather than adding/subtracting features. A more sensible model than some of the others. I like how detail views are available from most places -- call logs, projects, tasks, and notes can be associated with a contact or company or opportunity. The integration with email is excellent,...

Cons

Apptivo is reliable, doesn't seem to ever lose information, etc. but it is often as slow as molasses in an ice storm. Waiting is a no-no; constant waiting is a annoyance that has made me close the app more than once and come back another time. Apptivo communicates improvements and changes on a regular basis, however, it takes Apptivo a long, loooooong time to integrate changes that have been requested...

Vendor response

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

ES
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Edwin S.

1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Why I am choosing Apptivo

Reviewed 8 years ago

So, I have been test driving CRM's for the last 2 years. I have scanned and reviewed about 100 of the CRM's out there, and during the selection process only a few stood up to my requirements, being: -A solid sales pipeline (From lead to opportunity to sales to after-sales) -A great contact management system -The possibility to generate quotes that can be converted to work orders, to invoices...

Pros

-A solid sales pipeline (From lead to opportunity to sales to after-sales) -A great contact management system -The possibility to generate quotes that can be converted to work orders, to invoices etc -An integrated templated Project management system with pre-set task generation -Email (gmail) integration -Google apps for business integration -The possibility to add more functionality in the form of integrated apps when the need arises. As far as I know, ONLY Apptivo, has a free 24/7/365 online support chat from within the CRM, and I consider this as a huge plus point.

Cons

If I have to say anything then it will be that the look of the user interface is a bit dull, but i will take this a hundred times to bells and whistles, and a quarter of the functionality and support!

CK
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Craig K.

Market Research, 1-10 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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All-in-one ERP - broad coverage at a reasonable price

Reviewed 5 years ago

All-in-one business software, good support and value for the money.

Pros

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.

Cons

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...

Vendor response

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

AR
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Verified reviewer

Information Technology and Services, 10,001+ employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Before you purchase a CRM solution, You really have to check this out!!!

Reviewed 2 years ago

So far, everything's been great. It's been very easy to setup as I want. When I've had questions, there's the chat box for support and they've been VERY helpful every time I've asked.

Pros

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.

Cons

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

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Rob G.

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best Bang for the buck on the market! Adaptability and ease of use with scalability!

Reviewed 5 years ago

Functionality and accurate data collection that was flexible to meet my needs! Hands down the best solution on the market for the price point!

Pros

Ease of USE and layout modifications! The layout is so easy and adaptable to collect the information simply from other users. Databases are only as good as the information you put into them. Apptivo makes it so SIMPLE getting the info in and thus making it powerful!

Cons

Very few, because it is cloud-based they are constantly adding customization features and options and sometimes the functional icons show up in the Customization Settings of the Administrator and there is no documentation for the new functionality as of yet. I would much rather have this problem than them not update the customization functionality though. This database is unbelievably scalable and constantly improving!

Vendor response

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

CV
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Chris V.

Wholesale, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great all in One CRM function

Reviewed a year ago

It has taken me time to learn (but all will be the same) but with the support team I managed to create a CRM suit to my business. I have grown with Apptivo and have seen many other tools available I even did not know existed.

Pros

This CRM has all you need to run a company small or large. It automates your day to day tasks and simplify your processes. Price is the best part. You do not have to pay over the moon for other similar and probably even with less functions CRM's in the market.

Cons

Integration between "apps" but there is a way round this if you know how. If you do not know the support is very helpful.

DB
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Dawn B.

Marketing and Advertising, self-employed

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Wow, what a find!

Reviewed 2 years ago

An absolute pleasure to use the software and the support is fast and efficient ([SENSITIVE CONTENT HIDDEN], thank you). I've juggled and used a few different platforms previously to attain the same result. This one really does seem to be genuinely 'all in one', with little in the way of compromise. T

Pros

What I like most is the way you can build up your own business management system to suit your business which goes well beyond a CRM. Pricing is straightforward and extremely good value. The software has mind-boggling scope with its array of apps that are easy to 'buy' (no hidden extras, all part of the price). It's actually fun to use and is very customisable for an off the shelf package. I like the way you can clear off the stuff you simply don't need - for a custom, uncluttered look.

Cons

I'm still relatively new to it but at the moment - absolutely nothing.

DN
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Donny N.

Computer Software, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Exactly what we needed.

Reviewed 2 years ago

This is an amazing tool for the price. Being a 10 year Salesforce user, making the jump to Apptivo for the small business I know work in was easy. I'm so impressed not only on the features set but also on their support. This has everything you need to run your business. And it's so nice that the platform can scale as your adoption and business grows.

Pros

- 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

Cons

- 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)

MB
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Martin B.

Marketing and Advertising, 11-50 employees

Used daily for 2+ years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best bang for the Buck!

Reviewed 3 years ago

Importing data is easy - user adoption is fairly quick. The cost is very reasonable for what you get. We are using the CRM features in addition to generating Invoices.

Pros

The object orientation makes it very easy to understand and to "personalize" - adding fields is a breeze! Also, the Support team is always there to help, instant chat!

Cons

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

MH
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Mary H.

Hospital & Health Care, self-employed

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Amazingly Flexible Small Business Solution with HIPAA Support

Reviewed 2 years ago

Apptivo is a powerful solution for my client. We were able to replace a legacy system of claims processing to include membership management, a secure membership portal and attach membership documents. Prior to Apptivo only our claims processes were automated. Everything else was done manually or stored on Google Docs. What impressed me the most, was their ability to program new apps, implement HIPAA compliance programing features and other processes needed for my client. The Services Project Manager and his team are incredible! They are very professional, learned our business needs, identified solutions, were highly flexible as we navigated through COVID-19, and are extremely patient. Always willing to educate the client to be more resourceful.

Pros

Functionality, flexibility, working with the Apptivo team to set up the software, ease of use for our portal members and pricing.

Cons

Most of our recommendations were supported by Apptivo. There is a bit of a cumbersome process in generating our member payments. However, this is partially due by our decision to not re-enter our claims for generating payments.