Apptivo vs SalesforceIQ Comparison

Overview

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

SalesforceIQ is now part of Salesforce Essentials: https://www.getapp.com/customer-management-software/a/salesforce-essentials/

  • 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
$25.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

245

163

38

8

4

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

4.7

(24)

5

4

3

2

1

21

1

0

2

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
75%
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

Superb integration with social media helping to leverage existing business relationships. Mobile functionality is also a positive.
I spend a solid chunk of my day in RelateIQ - it's a lifesaver.
Great product, great team, great organisation to work with.

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

This software drove me crazy. Regularly confused our clients with other individuals with the same name and filled in data about those unrelated people.
The apps are either too limited in functionality, the UI is too complicated, or the app is too slow. That is until I downloaded RelateIQs app.
Maybe if we'd had a bespoke Salesforce implementation this would have been possible but I HIGHLY ADVISE you avoid if you're using out-of-the-box Salesforce.
  • Vendor responds to reviews
  • Last review5 days ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features68
  • @mentions
  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Audit Trail
  • Auto-Responders
  • Automatic Notifications
  • Billing & Invoicing
  • Business Intelligence
  • Calendar Management
  • Calendar Sync with Google
  • Collaboration Tools
  • Collaborative Workspace
  • Commenting
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Content Filter
  • Custom Fields
  • Customer Accounts
  • Customer Database
  • Customer Experience Management
  • Customer History
  • Customer Profiling
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Extraction
  • Data Import
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Storage
  • Email Integration
  • Email Templates
  • Email Tracking
  • Estimating
  • Expense Tracking
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Full Text Search
  • Gantt Charts
  • Goal Setting / Tracking
  • Help Desk Management
  • Invoice Management
  • Job Management
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Scoring
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Pipeline Management
  • Pipeline Reports
  • Prioritizing
  • Product Catalog
  • Project Management
  • Project Time Tracking
  • Proposal Generation
  • Purchase Order Management
  • Quote Management
  • Real Time Notifications
  • Real Time Updates
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Rules-Based Workflow
  • SLA Management
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Supplier Management
  • Territory Management
  • Third Party Integration
  • Timesheets
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management
  • Total features39
  • @mentions
  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Audit Trail
  • Auto-Responders
  • Automatic Notifications
  • Billing & Invoicing
  • Business Intelligence
  • Calendar Management
  • Calendar Sync with Google
  • Collaboration Tools
  • Collaborative Workspace
  • Commenting
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Content Filter
  • Custom Fields
  • Customer Accounts
  • Customer Database
  • Customer Experience Management
  • Customer History
  • Customer Profiling
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Extraction
  • Data Import
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Storage
  • Email Integration
  • Email Templates
  • Email Tracking
  • Estimating
  • Expense Tracking
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • Full Text Search
  • Gantt Charts
  • Goal Setting / Tracking
  • Help Desk Management
  • Invoice Management
  • Job Management
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Scoring
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Pipeline Management
  • Pipeline Reports
  • Prioritizing
  • Product Catalog
  • Project Management
  • Project Time Tracking
  • Proposal Generation
  • Purchase Order Management
  • Quote Management
  • Real Time Notifications
  • Real Time Updates
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Rules-Based Workflow
  • SLA Management
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Secure Login
  • Supplier Management
  • Territory Management
  • Third Party Integration
  • Timesheets
  • Web Forms
  • Website Integration
  • Work Order Management
  • Workflow Management

Integrations

  • Total integrations29
  • 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 integrations48
  • 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. SalesforceIQ

See how Apptivo and SalesforceIQ 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.