Apptivo Reviews - Page 7

Beautiful layout, tutorial videos to get you started, chats with agents who answer your questions pretty much instantly.

Some API difficutlies. Some difficulty with the email syncing in the beginning. Email opened receipt sometimes lags by a long time.

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

I like being able to customize a lot of different items and use it for different purposes. I can keep track of customers and make sure I'm hitting my deadlines. The invoicing is easy and professional.

The interface is a little bit lacking. It seems outdated and not very attractive. It's a little bit cumbersome to find a customer. The loading times can be a little bit slow.

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

I like it's flexibility and how easy it is to customize. The invoicing software works well with the client and customer functions as well.

At times, I'm frustrated by the amount of bugs that there are. Eventually you learn to work around them, but I do find it tedious to deal with at times.

Support. Always someone available to help

It is a big package and takes time to know your way around

Hello Garry, Thank you so much for taking the time to post this review! Our team is thrilled that you're happy with our support team. It can take some time to get used to it, especially the more solutions used. We will collect this feedback to notify our teams accordingly to help improve this process. Thank you, again! Team Apptivo

this very used full App and many app fled are available in this software

Agenda and task sysnk other software so good

Works well for our purposes. I know for sure we do not use the system to its fullest potential but the business is fairly new and we have reworked our process several times. It has still been very helpful despite our under utilization. It is something I plan to correct. Great customer support though and a good amount of customization options

A lot of work to set up correctly and get it to do what you need it to. Does not directly incorporate facebook leads (our businesses primary source of new leads currently)

Very simple to roll out, after a few informational sessions on the product was easy to get things started. Apptivo CS helped make tweaks as we moved forward. Cost effective for small businesses.

Biggest issue we have had so far was the migration from Saleforce, had a few hick ups regarding the data, took awhile to get it figured out. Once it was imported we had to do alot of back ground work to find data we needed.

It's simple to set up, straightforward to use. Many features that in other systems are "enterprise-only" are available to all users. The support team is ALWAYS available by chat with quick and straightforward answers.

Some of the features I really looked forward to had been deprecated. Integration with Office 365 at this point is just a kludge mail option that has Aptivo mail as a passive receiver of email -- not a real 2-way IMAP client. No direct people sync exists for O365, and there's not yet an IFTT or Zapier connection (although there IS a robust API published).

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

Cost and ease of use, that app store is also awesome. Easy to track Opportunities and has a great reporting function.

It took me a while to figure out how to do tax and territories, but the support team is awesome, and we soon had it sorted.

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

It does exactly what I need for my start up business but also has shown the capability to expand as my business has grown.

Nothing. It's a great app for our busiess and there's a lot of other providers whose functionality is limited but costs much much more.

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

Affordable. All features included in one price. Use only what you need. Use more as you grow into it. Very well documented. Excellent FAST support. Highly customizable.

No complaints, but if I could suggest two features, these would make this software PERFECT for what I need: SImplified Sales Order process. For quick input at tradeshows. Integration with Shipstation for shipping orders.

Having the customers info at my fingertips via the mobile app

1)Most Important is the ability to enter only the first name in the contact field. Sometimes all you may initially get is the first name on a sales visit or a conversation with someone else. It's frustrating that you can't continue filling out the form if you don't type in the last name. Most of the time, I can remember the company they work for and I should be able to find them that way. Or maybe add a search/filter by the first name. 2)The source for inputting the Fax number should have a field placed by the space for the business number, not a drop-down, and certainly not where it's currently located further down the page.

This CRM is easy to use and to learn. The Chat feature and technical staff due an outstanding job of supporting you when getting started and for doing custom items. We tried another CRM system that is well know in the market and left them after one year. Apptivo helped us to convert our data over to them and have helped us every step along the way. I can't say enough good about them.

I would like more training videos to watch vs reading how to do something. The estimating section is a little harder to use then the rest of the sections.

Mostly Good. Not used for financials only for Estimates order processing Sales, Invoices, stock control.

Cannot manually change inventory and cannot have different inventory locations

My development team was patient, willing, and easy to work with

Sometimes slow response by the sales department

The support. It is easy to use in the begging. Keeps good information and it was OK with office 365.

Sometime the system is slow to response.

Flexibility, Cloud based, Support so far, Integration capability,

Lack of help fields and descriptions within the software.

I love that we can customize forms and everything how we want. Everything has worked great and easy to use and teach employees. What we love the most is the android feature where we can find nearby customers in whatever area we are out in.

Customer service sometimes does not understand fully what you are trying to say but they eventually do and resolve your issues

Comprehensive tool that allows us to create templates for just about everything we need from weekly updates, quarterly & annual invoicing, guest followup and reminders. Also, let's us automate generation of invoices. Great to have a history of current & past members & guests.

Seemed to work find for the first few years but in the last 1-2 years there have been anomalies in invoicing: past due amounts were incorrect and have had to reach out to customer support several ties on this... We are not paying for the service (so I guess we don't have the right to complain) but it has been an issue to trouble-shooting the problems. Customer support has been responsive but resolution of the issues has sometimes been slower than I'd like. I've had to create work-arounds to resolve some of the issues.

Hi Susan, We've improved the technology quite a bit and have also added a lot of new features. Some training may help to get used to getting your work done in the current version as it stands. We have not discontinued any working features unless we are able to provide a much better flow and it was impossible to keep both the old and new features to coexist. Certainly feel free to reach out to us to schedule additional training.

Assistance in correcting my import error most helpful

email interface may be an issue for using program

There is almost nothing you cannot customize in the paid plans. And what you pay for is less than with other platforms. If you know what you want this is the easiest way to taylor your platform to your personal needs. The look and feel is a little outdated but that is less important than surplus of functionality you get. And if you are stuck just chat with support. The reply instantly, amazing!

European users must get used to the 12 hour time format (AM/PM) and the dd/mm/yyyy date format (instead of dd.mm.yyyy). The look and feel is adaptable in colors but a little outdated. Reporting can be somewhat tricky but you'll get there.

Easy import and export of information. We have a large customer base so it is very helpful.

I have not had any major issues with Apptivo.

integration between CRM and invoicing and emailing is great! I am able to send out invoices and get paid through PayPal and my system is updated.

The software can be slow. Sometimes I will input information and the program does not respont. They offer a Ledger to input expenses but it is very difficult to use, takes such a long time to update. Overall some areas are great but the program lags, takes a very long time to upload info.

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

Has many features and is at a umbeatable price. Better than having to use lots of seperate apps and double up on costs

It does take quite a while to setup but help is always available and it only needs to be done once

It is user friendly from the aspect of moving around and customizing fields. The import function was also nice to bring in data from old CRM. the chat feature is nice to ask a question and they are quick to respond the price is affordable

It does not truly integrate with O365 to be fully functional. it syncs calendar events and thats all. so all the tasks assigned, you have to manage from the app not your O365 suite. This is NOT efficient. the sales team provided incorrect info on this capability. This feature should be part of your trial so I would have known this product may not be the best fit! The standard sales conversion is not automatically available, you have to customize it. Reporting has errors and gives "not enough data" and no one can seem to figure out why. if I can't get data, this app is again not efficient.