Apptivo vs BizAutomation Comparison

Overview

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information...

User based ($79.95/user/mo) or Order based pricing (starting at $995 / mo for unlimited users). Includes full GAAP Accounting,...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$10.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$79.95/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

246

164

38

8

4

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

4.9

(23)

5

4

3

2

1

20

3

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

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.
I just wish that it were more user friendly in the beginning and that the customer service were more helpful when I want to learn something new.
Easy to use, flexible, great value for money, great support (very friendly and quick), easy to import/export your data back into Excel.

Pros

Amazing value for the functions and capability of the software.
Lower costs, better reporting, better support and the ability to customize documents to suit our business.
BizAutomation was easy to learn and use for our business. I do the bookkeeping and it was a good system.

Cons

I had a little problem importing some contacts, and made some mistakes that made the problem worse.
Sometimes we get lost in all the features and the setting fields.
Customer documents were attached to the wrong customer.

Cons

Not too much, I guess because it's cloud, if we loose our Internet connection, we can't log in.
No phone app to sync CRM data. Limited options to format some fields.
With power comes complexity, and more of a learning curve, no getting away from that.
  • Vendor responds to reviews
  • Last review5 days ago
  • Vendor responds to reviews
  • Last review3 months ago

Key features

  • Total features68
  • API
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Approval Process Control
  • Audit Trail
  • Auto-Responders
  • Automated Sales
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Campaign Management
  • Campaign Planning
  • Categorization
  • Configurable Workflow
  • Contact Management
  • Contract Management
  • Custom Charts
  • Custom Fields
  • Customer Accounts
  • Customer History
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import
  • Data Import/Export
  • Demand Planning
  • Document Automation
  • Document Management
  • Document Storage
  • Drip Marketing
  • ERP Integration
  • Email Integration
  • Email Marketing Management
  • Email Templates
  • Estimating
  • Expense Tracking
  • Filtered Views
  • Financial Management
  • Fixed Asset Management
  • Follow-up Scheduling
  • Full Text Search
  • Gantt Charts
  • Goal Setting / Tracking
  • Help Desk Management
  • History Tracking
  • Inbox Management
  • Inventory Management
  • Invoice Management
  • Job Management
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Scoring
  • Monitoring
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Online Catalog
  • Opportunity Management
  • Order Management
  • Order Processing
  • POS Integration
  • Partner Management
  • Pipeline Management
  • Pipeline Reports
  • Price Management
  • Procurement Management
  • Product Catalog
  • Project Accounting
  • Project Management
  • Project Time Tracking
  • Projections
  • Promotions Management
  • Proposal Generation
  • Purchase Order Management
  • Quote Management
  • Reminders
  • Role-Based Permissions
  • Rules-Based Workflow
  • SEO Management
  • SLA Management
  • SSL Security
  • Sales Analytics
  • Sales Orders
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Shipping Management
  • Summary Reports
  • Supplier Management
  • Territory Management
  • Third Party Integration
  • Time & Expense Tracking
  • Timesheets
  • Vendor Management
  • Warehouse Management
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management
  • eCommerce Management
  • Total features64
  • API
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Approval Process Control
  • Audit Trail
  • Auto-Responders
  • Automated Sales
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Campaign Management
  • Campaign Planning
  • Categorization
  • Configurable Workflow
  • Contact Management
  • Contract Management
  • Custom Charts
  • Custom Fields
  • Customer Accounts
  • Customer History
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import
  • Data Import/Export
  • Demand Planning
  • Document Automation
  • Document Management
  • Document Storage
  • Drip Marketing
  • ERP Integration
  • Email Integration
  • Email Marketing Management
  • Email Templates
  • Estimating
  • Expense Tracking
  • Filtered Views
  • Financial Management
  • Fixed Asset Management
  • Follow-up Scheduling
  • Full Text Search
  • Gantt Charts
  • Goal Setting / Tracking
  • Help Desk Management
  • History Tracking
  • Inbox Management
  • Inventory Management
  • Invoice Management
  • Job Management
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Scoring
  • Monitoring
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Online Catalog
  • Opportunity Management
  • Order Management
  • Order Processing
  • POS Integration
  • Partner Management
  • Pipeline Management
  • Pipeline Reports
  • Price Management
  • Procurement Management
  • Product Catalog
  • Project Accounting
  • Project Management
  • Project Time Tracking
  • Projections
  • Promotions Management
  • Proposal Generation
  • Purchase Order Management
  • Quote Management
  • Reminders
  • Role-Based Permissions
  • Rules-Based Workflow
  • SEO Management
  • SLA Management
  • SSL Security
  • Sales Analytics
  • Sales Orders
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Shipping Management
  • Summary Reports
  • Supplier Management
  • Territory Management
  • Third Party Integration
  • Time & Expense Tracking
  • Timesheets
  • Vendor Management
  • Warehouse Management
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations28
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk
  • Total integrations5
  • Constant Contact
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Stripe
  • Twitter
  • Wordpress
  • Xero
  • Zapier
  • Zendesk

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Apptivo vs. BizAutomation

See how Apptivo and BizAutomation stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.