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Apptivo Reviews & Product Details

Verified User in Transportation/Trucking/Railroad
ET
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Apptivo?

Developer/customization team has been outstanding and continues to be a great partner as we tweak the implementation. It took us 11 months (somewhat due to the constraints of the pandemic and some very busy months) to launch the product, but the development time yielded a much better solution than we might have first imagined. We wanted to have a near completely finished product before putting it into the hands of the users. The timeframe was solely dependent on our time to review our needs and assist Apptivo with their work for us. They were extremely patient and supportive through the entire process and continue to be that way as we make more tweaks and add customizations based on our team's experiences and feedback. Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

Some integrations required more work and customization than initially expected; some API integrations still need some work to achieve our expectations. Differences between modules can add to confusion for users if they use more than one module as part of a workflow. Goal would be for users to learn common terms and steps more consistent between modules to improve user experiences when moving from one module to the next as part of a multi-step process. Review collected by and hosted on G2.com.

What problems is Apptivo solving and how is that benefiting you?

Selected this software based on flexibility to use modules and customize to enable the creation of an entire workflow within one application/one database. Able to replace several, disconnected data sources and reduce duplicate data entry. Already established integrations with desired third-party apps. Review collected by and hosted on G2.com.

Apptivo Overview

What is Apptivo?

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between. With Apptivo there is no per-app pricing, get access to the entire platform starting at just $10 monthly per user. Whether you use Apptivo for a single app, or to manage your entire business, it will deliver incredible value to the entire organization. Our apps cover the complete customer life cycle: Marketing - Create targeted lists of contacts, build & deliver email campaigns, and track analytics. Sales - Complete CRM capability with robust contact management, sales pipeline, automation, and reporting. Help Desk - A powerful ticketing system with email integration, web portal, and time tracking. Project Management - Manage project schedules via gantt charts, track time & milestones, and invoice for effort spent. Field Service - Work order assignment & dispatching, mobile photo, time, and materials capture, and billing. Quoting & Billing - Build professional quotes & email them to your customer with integrated billing & recurring invoice capabilities. Order Management - Turn quotes into orders, track inventory & shipments, and bill the customer for your product. Procurement & Supply Chain - Manage your vendors, track purchase orders & invoicing, and manage inventory. Apptivo is used by hundreds of thousands of businesses from 193 countries around the world, and can accommodate independent consultants up to billion-dollar enterprises. The flexibility of Apptivo is one of our 3 primary differentiators: Affordability, Flexibility, and Capability. With our entire suite of business apps available for a single price, we offer rich & powerful features across a wide set of apps that offer unparalleled capability for their value, with best-in-class configuration capabilities that make the system flexible for any type of business.

Apptivo Details
Languages Supported
English
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Product Description

Apptivo is a affordable SaaS business management software for SMB. Our ERP apps include project management, CRM, invoicing, supply chain management, and more!

How do you position yourself against your competitors?

Compared to our competitors we offer a deeper set of features & configuration options at an unbeatable value.


Seller Details
Seller
Apptivo
Year Founded
2009
HQ Location
Fremont, California
Twitter
@Apptivo
6,012 Twitter followers
LinkedIn® Page
www.linkedin.com
248 employees on LinkedIn®
Phone
+1 (855) 345-2777
Description

We believe that every business - whether a small business, a freelancer or an online retailer - should have affordable access to business Apps to make their business run smoothly and easily. We have over 40 Apps to help small businesses manage their projects, automate time tracking & invoicing, increase customer engagement using CRM, enhance their web presence and do much more. Our Apps are integrated, allowing them to communicate with each other. You can, for example, easily transfer the hours saved in your projects to an invoice saving you time and eliminating duplicated data entry.


Priya S.
PS
Overview Provided by:

Recent Apptivo Reviews

Aaron L.
AL
Aaron L.Small-Business (50 or fewer emp.)
5.0 out of 5
"Good CRM"
Good for emails logging contacts all in one place and setting agendas
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"easy to use"
the customer service team are brilliant!
Dorcas R.
DR
Dorcas R.Small-Business (50 or fewer emp.)
5.0 out of 5
"Quick and helpful support"
We have had them do several custom projects for us over the years. They are quick and very thorough. Ease of use overall and quick responses whe...
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Apptivo Media

Apptivo Demo - Sales stages
Apptivo lets you track your opportunities to close the deals based on your sales stages , also you find reasons in the loss analysis on how some of your opportunities are lost.
Apptivo Demo - A Complete 360° View
The 360-degree view tab in Apptivo allows users to view different object that is related to the current item viewed. Now users can view the associated data of the standard ref app and custom ref app in 360-degree tabs of all Apptivo Apps.
Apptivo Demo - Sales Funnel
Apptivo lets you view the sales funnel, which depicts how the leads are nurtured and are moved to the next stage of the funnel. The sales team can use this information to focus their efforts and prioritize the leads. The sales funnel helps the sales teams to close deals more quickly.
Apptivo Demo - Gantt Charts
Automate your project schedules with task dependencies, and visualize & change the project schedule from a real-time Gantt chart. Track time against any task to be used for invoicing.
Apptivo Demo - Master Layout - List Layout
Master Layout in Orders App allows you to add up the custom fields as per your requirement. They can be created, modified, and customized. You can also find your attributes of different data types such as text, numbers, date, currency, and much more. List layout allows configuring the desired co...
Apptivo Demo - Mobility With Android, iOS, and Windows Apps
Apptivo allows you to access CRM across devices. You can store and manage information across multiple devices, on the go. With google map integration, you can have a look at the maps related to your business processes.
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Video Reviews

204 out of 205 Total Reviews for Apptivo

4.4 out of 5
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204 out of 205 Total Reviews for Apptivo
4.4 out of 5
204 out of 205 Total Reviews for Apptivo
4.4 out of 5

Apptivo Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for ApptivoQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Dorcas R.
DR
Vice President Of Business Development
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Apptivo?

We have had them do several custom projects for us over the years. They are quick and very thorough. Ease of use overall and quick responses when assistance is needed. Karthick has assisted us in many projects and is fantastic to work with including intergration. Their Customer Support team is quick to respond through their CHAT feature too. Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

They offer a lot of solutions and knowing how to use them in the best way is sometimes a lot for me. Review collected by and hosted on G2.com.

Recommendations to others considering Apptivo:

Take a trail run , let done if your team use it and look at it to see if it meets your needs. Review collected by and hosted on G2.com.

What problems is Apptivo solving and how is that benefiting you?

Being able to use a simple CRM to track activities with our clients and prospects is the biggest reason we use Apptivo. However, we use the estimate section often and love it. Review collected by and hosted on G2.com.

Aaron L.
AL
QC Analyst
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Guest users or non-business users of the software, not included in G2 scores.
What do you like best about Apptivo?

Good for emails logging contacts all in one place and setting agendas Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

Simple design does seem a little dated.. Review collected by and hosted on G2.com.

What problems is Apptivo solving and how is that benefiting you?

Able to log my prospects all in one place easily accessible Review collected by and hosted on G2.com.

Open Discussions in Apptivo
Verified User in Entertainment
UE
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Apptivo?

It is always a wonderful feeling when you reach out to customer service and you get an individual who is amazing at what they do. That was my case today with Apptivo. Naresh assisted me in accomplishing a task that has had me stalled in the waters for months. I don't know why I dind't reach out sooner. Ina matter of minutes Naresh solved my problem. Thank you so much Naresh. You were amazing and I really appreciate you!!! Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

The great thing is, I can't think of anything at the moment. Review collected by and hosted on G2.com.

What problems is Apptivo solving and how is that benefiting you?

I am attempting to have all my systems in one place....Apptivo. You have a calendar sync...an email sync...a phone system sync....there are not many other services that I use for my business. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Apptivo?

Support experience with Apptivo has been good. They are available and helpful in answering questions, even helping out as we launched new features which were under utilized when we started out. Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

Creating of custom views is not ideal. It can be hard to find the fields you want to add. Later on when you want to modify an existing view it can't be done. Instead you have to start over with a new view. Review collected by and hosted on G2.com.

What problems is Apptivo solving and how is that benefiting you?

Apptivo supports many aspects of our business. We depend on this solution for managing new and existing customer data, communication, licensing etc. New leads flow into the system from integrated forms reliably, and then we track those are they progress through our sales funnel. Review collected by and hosted on G2.com.

Verified User in Leisure, Travel & Tourism
UL
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Apptivo?

the customer service team are brilliant! Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

that you cannot automatically add an opportunity to the diary, but need to add seperately Review collected by and hosted on G2.com.

What problems is Apptivo solving and how is that benefiting you?

merging two accounts into one as our business evolves Review collected by and hosted on G2.com.

Verified User in Consulting
AC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Apptivo?

We were able to customize the nomenclature and build of the individual modules to best represent our workspace and industry. There are both web and mobile-based views to allow for easy-on-the-go use the product. We have also had incredible customer service; between linking to Google forms, complex linking between platforms, and cumbersome database building, they are always responsive and helpful with our issues. Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

Given the size and complexity of the database, there are time where updates do not save, despite saying it was saved, so there is a level of double check needed at this stage. Review collected by and hosted on G2.com.

What problems is Apptivo solving and how is that benefiting you?

We are a firm of 50 people completing 500 jobs a year for 30 clients and it has helped streamline communication and expectations on all levels. Review collected by and hosted on G2.com.

Steve H.
SH
Owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Apptivo?

Fairly easy to use learning more every day. Customer service is great Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

Not enough videos about integrations. Linkedin, accounting, mapping. Dux-soup. I wish they had more easy to use wizards for things like the above. Review collected by and hosted on G2.com.

What problems is Apptivo solving and how is that benefiting you?

CRM its is a very good CRM learning more all the time Review collected by and hosted on G2.com.

JS
Community Connections Coordinatort
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Apptivo?

The application is very user friendly and easy to navigate. Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

I have not experienced any downsides of the application yet. Review collected by and hosted on G2.com.

What problems is Apptivo solving and how is that benefiting you?

Entering contact information has covered all the bases for detail and follow up. I have used many contact management tools and this tool is not complicated and easy to navigate. Review collected by and hosted on G2.com.

GB
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Apptivo?

The customer support from Apptivo is fantastic. Really responsive and readily available. They solve problems quickly and really take time to make sure they have understood clearly what is required. Its a good mid cost prodcutr that works well for businesses like ours. Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

One of the niggles Id say is that apptivo is a little bit too focussed on software sales - it doesnt really have the lexibility to allow me to use its full functionality for more complex sales. ie learning and development progammes which are bespoke to clients. Also the lead to contact conversion fdesnt really work for us as our leads tend to be in the form of opportunities - ie we have opportunities/leads with existing clients and our relationship is with the company more than the individual. Review collected by and hosted on G2.com.

What problems is Apptivo solving and how is that benefiting you?

Apptivo helps us keep track of clients and share notes about the contacts we've had with them plus we are starting to use it for email marketing Review collected by and hosted on G2.com.

Sachin D.
SD
Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Apptivo?

Customer support is very good like. such as the screen sharing option. Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

I would appreciate if the Apptivo runs faster.. Review collected by and hosted on G2.com.

What problems is Apptivo solving and how is that benefiting you?

we are a service provider for the the telecom equipment. it is helping in managing the service cases. Review collected by and hosted on G2.com.