Apptivo Reviews - Page 7

Apptivo was relatively quick and easy to install, especially compared to larger CRM platforms. It was easy to train out team and quickly take control of customer service and response time by turning every email into a case. Having an easy way to search cases/customers and have a history of all our interactions with them has made a great improvement on our business this past year, particularly during our busy season.

There needs to be a way to file archived emails and we wish the email app and CRM cases app were interlinked.

Ease of use and the cost is minimal compared to the features you are getting in the package. Invoicing feature is excellent as well.

A little slow when for example creating an invoice and sending to customer. The actual customer, business relationship is confusing when adding contacts and companies.

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

Fairly easy to navigate. Customer service is excellent.

More customization would be nice. More instruction on customizing.

Turning a lead into a contact, into a customer, into an opportunity. Create a quote, with all the customer info in minutes from my built-in pricing.

I would like to be able to convert a quote into an invoice with the ability to modify as needed to add items and edit.

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

Features are great. Have used for a number of years.

Hard to know where all settings are located.

Hello Pat, Thank you so much for taking the time to post this review! Our team is very glad that you're happy with our support and the features we offer. We are so thankful to have customers like you, who have been using our solution for years. We will collect your feedback and notify our teams accordingly. Again, thank you so much! Team Apptivo

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

The customization options and configurability were exactly what I was looking for. The customer service team is extremely responsive, accessible and easy to work with. Having the ability to tie together sales info with project details all in the same system allows us to scale as our business grows and create one central system for the entire business process.

The visualization overall could be a bit more "polished" and the speed between clicks should be improved for a more smooth experience. Small enhancements would make a better experience for viewing pipelines such as being able to slide columns around in list view rather than the first in/first out selection and being able to see more than 50 records at a time.

It's an extremely user friendly software. It will take couple of hours to setup and once you are done, you wouldn't believe how much this will ease-up your life.

That the settings for the items and employees etc are placed somewhere else, and it doesn't indicate where should I go first in order to add an item in an item list.

Hi Sharjeel! 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. For any assistance while you are working with setting up process, you can always use our online chat 24/7 or write a note to support@apptivo.com We would continue to provide all of our customers with the same amazing experience. Thanks again!

ease of use, phone app prompts you to record to leave note. I also like the notes within the task and then how all of the notes fall under the one client

cant sort customers based on multiple tags. If for example I wanted all of my clients that liked golf and were in zip code 46074. I cant sort for that.

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

Simple, cost effective and somewhat customizable. The interface is straightforward, and the app is pretty user friendly. A simple, clean alternative to salesforce.

Support is bad-- language barrier. Has many functions that I simply don't use. I am in commercial real estate and some of the sales cycle tools simply do not apply

How customizable it is. It feels like it's my personal software specifically designed for my company's needs. And all the different app you have.

There are very basic things that have never been addressed. For example, the Company Name field in google contacts does not sync with Apptivo. So if I put a company name in the google contact nothing comes over to apptivo. Also, you can't schedule a reoccuring event on the calendar, why? I come across silly stuff like this all the 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

The quality of its invoicing package. So easy to setup chargeable items and the professional looking output is amazing.

Clunky to input customer and contact details. Need to enter both on different screens and then go back and link them.

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

The integration with existing gsuite and paypal and the capability to track opportunities and generate invoices linked to paypal means that we only have to enter data one time and can control everything from the Apptivo interface.

The setup time and difficulty is significant.

I enjoy the flexibility to set up customer contact fields that mirror my customer's data fields-helps me with running report and quickly find the specific contact I want to view. The ability to customize fields is important to me and Apptivo allows the flexiblity and functionality to provide solutions specific to my CRM needs.

If you are not a power user, the chat feature works to help you get basic information you need-however if you want more support, they upsell to do the work for you instead of you-not a bad solution actually for users that want someone else to administer the work, projects etc within the software-I prefer to handle myself.

My favorite software Apptivo is totally very Awsome the heart beast of my company [SENSITIVE CONTENT]

I wish Apptivo had some integration with [SENSITIVE CONTENT] and other lead [SENSITIVE CONTENT] generation software programs. Takes me a long time to import my leads.

It is highly customizable and relatively easy for the user to customize. template building, tag creating and customizing list layouts and views are especially helpful to our business. Implemetation process is probably the differentiator between Apptivo and other similar products.

Associating an object from one app to another and then a third was especially important to us. The multiple many to many relationships was not easily created within the limitations of the software. It was the expertise and creative thinking of the implementation agent that worked within the system for us to achieve the relationships between apps we needed 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. The similarity between Apps makes use very easy. The chat function is very good although sometimes it is easier to talk.

There are a few enhancements that we have added to the list that have not been actioned

all the possibilities it offers for the price

some configurations are complex and CRM should be simpler.

Really liked the way emails were tagged, tracked and seemed easy to find or follow at any point in the sales cycle

support and ability to learn on ones own time. Felt like I had to figure out how to use or develop many of the features. Not a fan of not having folders in main email inbox.

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

It is a highly versatile platform which allows for the adaptable nature of our business.

The software does not support our current payment platform and so we will need to arrange for this to be integrated.

Ease of use. We needed something to track and manage cases and we didn't have time for a lengthy set up. With Apptivo's design and ease of use we were able to get it going right away and then integrate and add more features gradually as we went along. I also really like how you can customize each app to fit your businesses needs. We have a very niche business and being able to track the details of each of orders and customers has been very helpful.

The email app needs further development. I'd like to be able to archive my emails into different folders.

I love Apptivo as a platform, but largely found the support lacking. However, I've just found rep to be the most helpful and thoughtful support agent yet. Some old tickets and a new one, all concluded in one session. Can't rate this guy highly enough!

As I say, from time to time the support can be 'hit or miss', however this #apptivo guy worth the wait!

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

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

Some graph can be enhanced, like PIE graph, values on Graph, Printing of reports from web page. extraction of graph directly from web page. Under dashboard speedo meter graph, there might be some other graphs as well on front / landing page as dashboard summary with different dimension.