Apptivo Financials Features List

Apptivo Financials

Manage your finances more efficiently

4.32/5 (272 reviews)

Apptivo Financials Feature Summary

  • Unlimited Free Invoices
  • Unlimited Customers
  • Multiple payment options available
  • Integration with Items and Customers Apps
  • Automaticaly generated professional online payment page
  • Create invoices for projects
  • Have customers pay online, instantly
  • Record and store payments and receipts
  • Never worry about lost records
  • Take care of your investors
  • Estimates
  • Sales Receipts
  • Credit Notes
  • Investor Leads

Finance & Accounting Feature Comparison

Most popular features of all Finance & Accounting apps

API (165 other apps)
Accounting Integration (103 other apps)
Accounting Management (99 other apps)
Activity Dashboard (108 other apps)
Auditing (80 other apps)
Automatic Notifications (100 other apps)
Automatic Reminders (76 other apps)
Billing & Invoicing (109 other apps)
Customizable Reporting (80 other apps)
Data Import/Export (87 other apps)
Electronic Payments (95 other apps)
Expense Tracking (105 other apps)
Invoice Management (153 other apps)
Invoice Processing (94 other apps)
Multi-Currency (92 other apps)
Real Time Data (88 other apps)
Receiving (86 other apps)
Recurring Billing (76 other apps)
Reporting & Statistics (99 other apps)
Third Party Integration (91 other apps)

Competitor Feature Comparison

Apptivo Financials Feature Reviews

25 reviewers had the following to say about Apptivo Financials's features:

Vernessa Taylor

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

2018-06-20

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.

Pros

The integration with email is excellent, right down to making it easy to connect your email boxes.

Cons

They could do better with customization (esp. dashboards), reporting, data import, data export and speed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Marcy Gialdo

Apptivo has been able to provide me with anything I needed to do to manage and invoice customers

2018-05-01

i'm able to keep leads, contacts and customers straight. I can easily see where I can gather more clients.

Pros

Online -easily accessible Intuitive interface Has all the features of larger, more expensive software

Cons

UI for invoices used to be straightforward but has changed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Computer Software company, 11-50 employees)

exceptionally customizable

2018-05-04

New workflow and campaign management tool

Pros

its customizable solution for all your needs is what I love the most.

Cons

Integration with third party application is something they need more homework. they don't have much app that integrates.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Marisela Esteves

Verified Reviewer

Customer Support is very Responsive

2016-11-28

The features we use most often include: Emailing Invoices and Estimates, keeping track of our Finances with their Ledger App, and keeping track of correspondence with Clients.

Pros

Easy to use features - Sending out invoices - Receiving payments and notifications - Receving Emails and Client feedback - Tracking client info - Reviewing, Updating, and tracking Inventory and Accounts Payables.

Cons

Some errors with Invoices through paypal that require the client to input the info more than once, especially when there is Updates to the program.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Apptivo Financials

Yes, great program for all your CRM needs.

Source: GetApp
Helpful?   Yes   No
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Thierry Ouellet

Verified Reviewer

Great and simple CRM, awesome and fast support.

2014-10-31

I just installed Apptivo throught my Google Apps account after testing out a couple more CRMs that were lacking important functionnalities and so far I am impressed.

Pros

Handful of functionalities and options Really affordable for a multi user environment Great flexibility Lot of filters Great search function App store to get more plugins

Cons

GUI needs a bit of tweeking to be more appealing Tends to be a bit slow some time The Ledger app needs a lot of improvement, it is not enough mature as of now to replace Zoho Invoice to track my expenses and generate taxes reports.

Source: GetApp
Helpful?   Yes   No
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Anonymous
( company, 11-50 employees)

I use it for my career counseling business

2018-05-01

Pros

., customer information, invoices, scheduling, payment,

Cons

Also, it is not easy to manipulate a screen or generate a personalized report.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
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Gih Gal

Superb

2018-03-27

Saving my time on invoicing.

Pros

Single product to manage all your CRM, Leads, Project Management, Time Billing, Invoicing, HelpDesk and more.

Cons

It would be great the user interface can be made modern as it is bit cluttered.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

Super affordable, I appreciate how robust it is regarding customizations

2018-06-25

This CRM really streamlined how we collected and reported data for expense reports.

Pros

Learning curve is very easy! Our team is adopting this tool.

Cons

Honestly, the toughest thing was getting people to change their ways, but customer support was integral to this process.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Ashton Braithwaite

The interface, functionality and configurability of Apptivo CRM is superb.

2017-04-30

This makes it not just a CRM system, but also an invoice and accounting system and reporting tool.

Pros

All of the features we desire are available on a mobile platform, so we really couldn't ask for much more.

Cons

In creating views the product automatically alphabetized them and I would have preferred to display them in a custom order.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

I have been using Apptivo for 5 years now. Very good overall!

2018-05-04

Integration, control over my process, paper reduction, information available always, on the go, basic reporting, personalization and company branding, professional presentation of my company, cost control,

Pros

Simple It is growing in terms of features It allows managing a complete end-to-end company Invoicing App is very simple and powerful.

Cons

Sometimes it is slow Some Apps are very basic Documentation is very simple, basically the screenshots Personalization could be complex

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Automotive company, 11-50 employees)

My Field employees use apptivo daily to conduct business and are satisfied overall

2018-05-01

Visibility into the field, ease of invoicing customers on the fly.

Pros

The invoicing feature integrated with quickbooks is the most beneficial to our business.

Cons

I am familiar with it and I find it still takes me a long time to get to certain places like account features, etc to change settings.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
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Sam Shabo

Good Software but needs few more updates, might want to compare with competitors to get better overv

2018-05-07

Pros

on stop shop ERP for all your business needs, tech support are good and fast responding. it even let you build your own module

Cons

site slow on most platforms, invoicing missing few functions, like reactivating stopped recurring invoices.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Michelle Nachum

A very graphically friendly user interface to quickly generate invoices

2011-07-04

Small businesses, consultants, freelancers should find the Apptivo Invoices app very useful.

Pros

Integrates with Google Checkout, Paypal or Authorized net

Cons

a bit confusing on what apps to download before using the Invoices App

Source: GetApp
Helpful?   Yes   No
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Marisela Esteves

I have been using Apptivo for several years; they have great features but can run slowly.

2018-05-01

An affordable CRM program that integrates with invoices, and paymentss.

Pros

integration between CRM and invoicing and emailing is great!

Cons

They offer a Ledger to input expenses but it is very difficult to use, takes such a long time to update.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Tara Moulton

Great way to track projects. A lot of features that can be customized for your specific industry.

2018-05-07

Being able to see any project at any given status at any time.

Pros

Ease of reporting by exporting data to excel and going from there.

Cons

Not able to use it if you bill hourly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Kim Corfixen

A lot of possibilities

2015-02-16

I've been testing several invoice management systems and CRM ERPs and used to much time on it.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Krista Haskins

Great Value and Customer Service

2018-05-01

Great CRM/invoicing for a start up, single-operator health based business.

Pros

I was able to get it set up and running fairly quickly and was able to get customer support when needed. Customer service was super friendly...I was particularly impressed because I called during my free trial and they treated me like a paying customer.

Cons

When I first signed up (2014), it was missing some features that other more, robust CRM/Inventory management software offered, such as an app to manage it and specific reporting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

The versatility of Apptivo is great for me because I use it for multiple businesses.

2018-05-02

Meeting deadlines. Tracking customer interaction.

Pros

I can keep track of customers and make sure I'm hitting my deadlines. The invoicing is easy and professional.

Cons

The interface is a little bit lacking.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

Started using Apptivo 3 years ago, Great financial admin tools and smartphone apps are handy as well

2018-05-04

Pros

Cloud based, User friendly and if you require something they will try to add it in. 24/7 live customer support.

Cons

You can do a print out of all payments received if you have many clients (per invoice only), time sheets will only be specified on the invoices if you do it one week at the time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
John Mayers

A fantastic affordable CRM that competes with much larger systems

2018-05-07

I have an affordable CRM where I can track my customers key details and most importantly I can invoice them and track their payments.

Pros

The quality of its invoicing package.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Adam Field

Generally good with several very frustrating features

2018-05-01

Can store all of our contacts in the same place as opportunities.

Pros

Sales funnel and sales tools combined with the potential for invoices/shipping/etc also included.

Cons

No way of automatically updating contact details on contacts by changing details on customers, editing contacts/customers becomes quite laborious.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Sean Welenc

Apptivo is great

2016-07-08

As far as overall tracking of your business, I would say Apptivo is that way to go.

Pros

So much integration. It's pretty sweet.

Cons

I think the project management portion could be more robust.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Apptivo Financials

free for 3 users. Advanced access free for 30 days. Never try never know.

Source: Capterra
Helpful?   Yes   No
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Frank Horbelt

Verified Reviewer

Getting started on the right foot!

2014-08-18

The program is highly customizable. Overall, I feel like I'm getting a tool set that used to be reserved only for the largest of my competitors who could afford to spend big bucks on software.

Pros

Highly customizable.

Cons

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.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Susan Dakuzaku

We've been using Apptivo to manage our networking group for invoicing and also guest management

2018-05-07

It has great time-saving features but has been "glitchy" after having worked successfully in the past.

Pros

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.

Cons

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...

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Damon Webb

Not bad fir the price

2018-05-04

Pros

It works well for invoicing once it is configured properly.

Cons

The email feature is not very user friendly and the interface is a bit confusing at first.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more