Apptivo Reviews

Our implementation team was great. They spent a lot of time tailoring Apptivo exactly to our business. We did not have to make our business fit their software, they fit Apptivo to our business. The Apptivo team is still available to help, so service is excellent. It is so customizable and easy for our own team make changes to fields, views and screens. Very intuitive. Anything I need help with the Apptivo team is available.

I haven't found anything I don't like yet, because each customization I need, they are able to accommodate.

We worked with Google Contacts but we ran out of contact space with them, we had to look for a system/software that we could customize contact fields to fit our needs. I searched different programs for several weeks narrowing it down to a handful and after trying out all of them we found that Apptivo was the most user friendly, and the one with all the options for us to customize ALL our contact fields. This is what set it apart from the others and the you can't beat the price!

We are still new to the software, but we have integrated and there is nothing that we don't like about the software. The more we learn about it the more we love it.

Wanted to give a special thank you to Gowmi, who walked us through - and promptly adjusted templates for us relating to - a specialized case in the creation and sending of a partial payment invoice. We depend on Apptivo for most CRM functions, but we often have special case situations that need a deeper dive - and the present case was one of those. Gowmi took all of the time necessary to view my screenshots and descriptions, research the underlying problem, make changes to the templates we were using, and answered all of my follow-up questions. The problem was resolved in a timely manner, and we got the right information to our client as a result. What more can you ask for? Gowmi, thank you very much again!

We are into our 3rd year using the paid version of Apptivo. Over this period of time, we've had a moderate number of chat-based technical support issues that we've tried to resolve. Unfortunately, I've learned that if it gets to the point where the tech support team member is compelled to write a support ticket after exhausting their own team's resources, we typically never hear back again as follow-up to the ticket generation. Beyond that, admin users do not get the benefit of seeing any kind of "Your current open support tickets and progress" page that would give us some reassurance that tickets were actually being worked on by the senior support and developer teams. This has been a significant Achilles' heel in an otherwise very functional platform.

In discussing our needs, I felt straight away that this was a company we could work with. The team went out of their way to ensure that we had everything that we wanted, even if we weren't always sure and changed our minds. they worked with us to ensure a great outcome, and as we now expand the suite of options we are using within the Apptivo framework, they're giving us the same level of service. Very highly recommended, give them a go and you'll not regret it.

I can't really think of anything. I can get in touch with someone by a multiplicity of methods and so far, they've always been able to resolve my issues, or at least explain why what I wanted is not practical or possible.

Apptivo has greatly improved our efficiency with the company and has helped streamline our production and customer contacts at an affordable price. The customer support for the software is fantastic.

It does feel a little basic for the layout and (feels like 2000 era software database.

Apptivo is taking the place of our CRM, project management, sales tracking, and support ticket applications - all in one online package!

Its not exactly a con. Apptivo is capable of so much, that it can seem a little overwhelming, but it also means that we can truly make it our own instead of us having to conform to apps created for other businesses or created too broadly, that they didn't fit our needs. It is taking some time to set things up the way we need, but Apptivo has great support, and even offers assistance in creating workflows.

Easy to set up, understand and customize.

Takes some e-learning to customize properly but it is easy to accomplish

all the data is safe in the cloud and accessible from any device anywhere

if features are not available, they take a very long time to be implemented and feedback is non existent.

I like the fantastic support, customizable forms, and employment management. These features are really well put together. On the topic of customizable forms I'll just add that you can create a form that is as extensive (or simplistic) as you need. The search function for forms is fantastically easy and advanced search gives you the option to search for any data in any specific form you have which is really really good.

There are a couple changes needed for me to rate this 10 out of 10. I love this software, but until the following issues are fixed, we will continue to have a few frustrations with using it:
-You should be able to sort every column A-Z (or by date oldest to youngest) and vice-versa not just "Standard attributes."
-Again around filtering, if you create an input box for a date, not using the 1 standard attribute "Date Completed" Lets give the example of using a new field you create called "Sales Presentation Date". You can't sort the data by a range of dates. You can only do this for the 1 standard attribute field "Date Completed". We have several date fields that we NEED to be able to filter the range with (e.g. to find out how many sales visits a salesman has been on during a specific month), but we cannot do this because we cannot sort or filter by date range.
-Lastly the inability to PRINT directly from Apptivo is just frustrating. You have to export it to Excel (which should be a separate button and not part of a drop down menu) and then print.

Apptivo does everything that I need for my business. It's simple to configure and has all the functionality essential for my business. I like its completeness and how all the modules are integrated

The mobile app is very limited and does not have the functionality of the web app. For a small business that operates on the go this is not ideal

The support is great. I can get to an active chat and they answer my questions instantly. The feature set covers most of what I need and the pricing is great. A great value when you compare it to Salesforce.

The features are not as extent as Salesforce but you can't beat the pricing for a small business.

The Support staff were helpful and available. It was easy to use and the features were nice options.

You had to add the same information each time you added an app, this made it time consuming. Such as Templates for Email, I had to add it to the Email section, the Customer Section and then again to the Contacts section. It would have been nice to have a Universal Email template area so I could input them Once and choose throughout. Also, some functions for the Funnel system and Search engine wouldn't be Universal enough, so I had copies of people in each section so I could do a search or Report in 2 different areas for One customer just to get the complete information I needed. Search, and Reports should have the same options regardless of where the Customer is a Lead or transferred into a Buyer. This was annoying.

It has a lot of possibilities to expand and integrate other parts of the business.

Customization is limited and depends more on Apptivo's support team than on the end user

The Apptivo software is so customizable, it fits every aspect of our business. The development team was so in-tune with our needs every step of the way and worked so hard to make sure the CRM looked the way we wanted it to.

While I love all of the Apptivo features, the software is so robust that it's a little difficult for our employees who aren't as tech savvy to learn. However, the support team trained us and provided materials to help us learn.

Customer support is very fast and responsive.

Does not have all of the reporting functionality we need.

Very flexible, efficient & helpful team on helping out on the whole implementation.

Report and customization portion are not friendly enough.

It is extremely versatile and customizable

Documentation is not always clear but the help desk with its online chat is very effective.

The Project Management feature. I have other people who could use the CRM

All columns do not sort and now auto numbering for Projects

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.

I am investigating and researching on CRM. I find Aptivo easy to use and has fantastic customer support.

I am new to CRM and I find Aptivo to be easy to use and very intuitive to navigate. Have not accounted any problems yet

Its ease of use and friendly interface, brilliant and adaptable for any scenario

Nothing to dislike, technical always find a solution to a problem

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.

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

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.

The various apps have been key in helping me manage our sales funnel. The interface is very intuitive, easy to use, and easy to navigate.

There is nothing that comes to mind. I think the features are very comprehensive and the platform is easy to use.