Apptivo reviews

Customer Support is very Responsive

Opmerkingen: Our business started Apptivo when we were quite small, and there were several issues with the program when we first began using them. The support at Apptivo is awesome, every time that we have a difficulty using any of the programs feature, they have gotten back to us within hours or sometimes days. The recent issue with using their Ledger App took a bit longer to resolve but we enthusiastically appreciate their dedication to resolving the issues, and how thoroughly they did resolve it. 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. There are some many other features to the program including tracking Inventory, tracking Accounts with Suppliers, and creating Projects with clients/collaborations with other professionals just to name a few. I will continue to use and support the Apptivo program. They continue to grow and offer more features, clearer and efficient options for tracking the growth of our business as it continues to grow!

Pluspunten:

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. There are many other features but these we use in general.

Minpunten:

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. This has happened on some occasions, but is no longer an issue that we experience.

City Connection Entertainment

Opmerkingen: After seven years of using this program, I couldn't do what we do without it.

Pluspunten:

This program with all its functionalities helps to manage my company.

Minpunten:

Have to be patient to set it up, but apptivo support is there to help.

Decided to switch to something else

Opmerkingen: Their software is decent, but they really seem to loathe their Starter Plan customers. The way they hack out features that they don't want available is sloppy, and makes it necessary to come up with ways to work around their intentional stumbling blocks. Apptivo - If you don't want to offer a free product, don't. I got the hint, and I'm setting up PayPal Invoicing tonight.

Pluspunten:

I've been using their "Starter Plan" since 2012. It is good enough to get by, and it is free. I mostly use the invoicing module.

Minpunten:

Certain settings in the starter plan don't make sense. For example, the e-mail template includes a link to paying online, but online payments aren't supported in the starter plan. Modifying the e-mail template to take that link out is also not supported in the starter plan. I could deal with all that, but now, after a year of using the recurring invoices feature, they suddenly stop working. The tech support person says I have to upgrade my plan to use that. But the settings pages all work, and my invoices are all just sitting there waiting.

Apptivo for 1-man business

Opmerkingen: Very helpful in staying on top of follow-up activities.

Pluspunten:

Combination of affordability and functions

Minpunten:

There are some auto-fill features that would help avoid duplicate data entry: i.e. business address for multiple employees/contacts.

Decent Suite of Productivity Apps

Opmerkingen: I would give this 4 out of 5. I love the fact that it is offered for FREE for up to 3 users so great for small start up companies. There are tons of apps you can add and customize per your needs.

Pluspunten:

One stop shop for many productivity apps such as supply chain, CRM, HR, Accounting etc. Customer service are always available via chat and very helpful. They will even do screen share and troubleshoot the issues.

Minpunten:

Some of the templates such as purchase order, packing slip are hard to customize. Some of the fields do not display consistently.

Customer support

Opmerkingen: Good

Pluspunten:

valuable services to include many things that I need to run my business

Minpunten:

Some good reps that speak good English, some reps need to better understand English

Apptivo, the best solution for any business

Opmerkingen: Step-by-step we are implementing Apptivo in our business processes where possible and sofar I haven't seen a thing that is not possible.

Pluspunten:

The fact that I can add and delete fields and have full control over the attributes of any field. Conversions to the next step is amazing, however, this options needs a few more possibilities.The fact that it integrates with Xero is very good and your staff today gave me possible solutions to sync with more than 1 Xero, which is great.

Minpunten:

It is an online solution and we are dependent on the internet and overseas cables. This makes is sometimes a slow solution. The receiving email functionality is not great and we will continue using Outlook. The sending email functionality is great.

Easy to use, superb support

Opmerkingen: Very good. Support has been really reactive and immediate and has been top notch.

Pluspunten:

Very easy to use and adapt. TO change the system is a simple matter.

Minpunten:

Some of the explanations are a little counter intuitive due , i think, to sub-continental linguistic usage rather than being incorrect per se (e.g. "trigger will fire in the next year" means the trigger fires in a year's time NOT in the next 365 days which is how we read this ). Some manual pages need the English to be standardised but generally speaking all seem easy to understand.

Recommending Apptivo

Opmerkingen: Excellent

Pluspunten:

Ease of use and when I need help, I get it quickly and thoroughly.

Minpunten:

It has so much we are not using and we probably should be using more

Exceptional App Experience: A Review of Apptivo

Pluspunten:

It streamlines and simplifies the business operations process.

Minpunten:

I adore the features and haven't come across anything I dislike so far.

Great CRM software with excellent service

Opmerkingen: As a group insurance provider, Apptivo has met our objectives and continues to service our account well. Our overall experience with Apptivo has been excellent.

Pluspunten:

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.

Minpunten:

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

Exceeded Expectations

Opmerkingen: The onboarding team was wonderful and addressed every issue that came up. They were incredibly responsive and Apptivo delivered on all the features we wanted/needed. Apptivo is an absolutely critical part of our business at every level. From lead management, to sales and quoting, to implementation and onboarding of new customers. It is so much more than a CRM for us.

Pluspunten:

The onboarding team made sure all of our data was transferred over as we expected and they made everything so easy for us. It is really feature complete so we were able to eliminate multiple other systems and consolidate so it is easier for all staff involved.

Minpunten:

The Outlook integration has had some trouble with calendar appointments that we had to work through.

New user that is loving the customization and support

Opmerkingen: The support team lead by Velu has given me a lot of confidence as a new user. Having access to experts that respond to my inquiries quickly and thoroughly has been very helpful and is the reason I've already been recommending Apptivo to my fellow entrepreneurs.

Pluspunten:

The support at Apptivo in AMAZING! I worked with a team to import 15K+ contacts and 72K+ emails and notes from another CRM. They have been extremely helpful, responsive, and on top of all the technical challenges I've had along the way with getting started. I evaluated numerous other CRMs before deciding on Apptivo. I like the ability to customize this CRM to your needs, the price point is fair, and their support team has been extremely helpful with the importing process.

Minpunten:

The import process was time-consuming based on the amount of data I had to bring over and the fact that my old CRM didn't provide an SQL file to make it simple. This is no fault of Apptivo. Features I would like to see: 1. Add email sequences to the Premium plan 2. Fixes are needed for the email sequence, Gmail sidebar, and Triggers (I have put in support requests for these items 3. Add the ability to create simple invoices without having so many required fields. All the required fields in that app make the functionality not work for my business, so I create invoices on another platform

Learning and loving

Opmerkingen: The more I learn, the more I love it!

Pluspunten:

I love the automation and how easy it is to communicate with our customers and internal team.

Minpunten:

I'm still learning, and although all companies vary in their work flows, I would love to see a more of a road map, as to how apps should relate to one another. Being able to convert an estimate into a quote from the click of a button is great, and the notifications of "who's up next" is great. I guess I just need more time to figure it all out on our end. I know the potential is there, it's a very intuitive product.

SDFRA Review of Apptivo

Opmerkingen: The overall experience has been great! By building this project with the Apptivo team, we were able to update our claims system and member database system, which was 12 years old. We can now run reports, track membership dues, grants provided to the members, communicate, document, run checks, etc. This system is very robust, and that is what we asked of the Apptivo team. We are still working on the project and just launched our "go-live" in-house and are very happy with it so far.

Pluspunten:

The most impactful feature of the Apptivo app is the administration and membership portal access. We have approximately 1,300 that will be utilizing this application. The membership side product is very straightforward; thank you to the Apptivo team for allowing our team to provide our feedback and fix any issues quickly for us to test. The integration of the new system was very smooth and almost seamless during the transition.

Minpunten:

Our system was custom built to meet our needs. We would like to see specific items more automatic, and the Apptivo team is still working on making these features in for us.

Apptivo for Sales Forecasting

Opmerkingen: We are software start up and needed a CRM to manage Leads, Contacts, Opportunities and track project implementation. Apptivo does all this. And if it does not do exactly what you want OOTB, Kamala and her team will customise it for you. The implementation support and customisation folks were easy to work with and understood our requirements. I was very impressed at the level of engagement and enthusiasm to get Apptivo customised to how we needed it to be.

Pluspunten:

Apptivo is very easy to use, and integrates seamlessly to other apps. The ability to customise to suit our specific needs was a big plus in our purchasing decision. I have used a few of the other CRM solutions, and find Apptivo one of the best CRMs for sales forecasting and pipeline management.

Minpunten:

Would be good to Click on the name and the Opportunity or Contact would open up. But to view an Opportunity or Contact, you have to move the mouse to the right hand side and click on the 3 Dots (Actions). I find this a little annoying.

customer service gets you up to speed quickly

Opmerkingen: This has replace the ACT program I used to have and it is doing well.

Pluspunten:

I like the ease of getting answers from customer service if stumped. I am 72 and while the app is pretty easy to navigate I sometimes need help and the team always comes thru quickly.

Minpunten:

nothing it is doing all that I need done and more.

Highly Recommend!

Opmerkingen: So far I've been extremely pleased with everything!

Pluspunten:

I enjoy that this CRM is modular so you can or subtract components that don't directly relate to your business (ie. Shipping, Locations, Invoicing, Properties, Contracts, etc). I also like that once you understand how Apptivo works in one app, you'll understand how the rest of them operate. Customer support was extremely helpful in growing my knowledge!

Minpunten:

It took some time to learn how to customize it to my liking, along with plenty of help from customer service. So the learning curve was a little steep but nothing unusual compared to similar CRMs. Also, I have not maxed out my cloud storage or even come close but I anticipate that I will need more cloud storage.

Apptivo CRM

Opmerkingen: We have had an overall positive experience with Apptivo. We have been able to capture information we were not able to have in our last CRM, and also streamline workflows with dashboards and automated reporting.

Pluspunten:

Ease of use and customer service. It is very convenient to be in Apptivo and be able to pull up a chat with support real-time, with the ability to attach screenshots, and even have the support representative start a screen share to further investigate issues. If the representative is not able to answer my question, they create a ticket on my behalf for the team to follow up on.

Minpunten:

The inability to report on fields that live in different apps. This was a key feature we had noted when looking at CRMs and the expectation was that this functionality was 6 - 12 months away in Apptivo, however 3+years later it still does not exist.

Apptivo is a best kept secret

Pluspunten:

Ease of Use. I it easy to add contacts and it is easy to track activities.

Minpunten:

Sometimes support doesn't know how to fix things and they have to get others involved.

Great all in One CRM function

Opmerkingen: It has taken me time to learn (but all will be the same) but with the support team I managed to create a CRM suit to my business. I have grown with Apptivo and have seen many other tools available I even did not know existed.

Pluspunten:

This CRM has all you need to run a company small or large. It automates your day to day tasks and simplify your processes. Price is the best part. You do not have to pay over the moon for other similar and probably even with less functions CRM's in the market.

Minpunten:

Integration between "apps" but there is a way round this if you know how. If you do not know the support is very helpful.

I have utilized several CRM solutions and the Apptivo CRM solution is a great solution for it's cost

Pluspunten:

Apptivo CRM is easy to use, and makes available lots of functionality to pick and choose from when building a customized solution. Apptivo's customer support is excellent, responsive, helpful and does a great job supporting me when I need help.

Minpunten:

For non-technical users, modifying the screens to build a customized app, can be a challenge. However, Apptivo customer service is ready to jump in and help when needed. Customer support is accomplished via chat window, which can be tedious. However, Apptivo makes available voice support when requested. And, they provide lots of You-Tube based videos to demonstrate how to modify functionality.

Apptivo Rocks!

Opmerkingen: Very, very good. 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. What is there not to like? WELL DONE APPTIVO....(just address my two little 'cons' and you have a PERFECT platform).

Pluspunten:

Features - This is a one stop shop. Marketing, Sales, Telephony, Shipping... the list just goes on and on. I don't there is a need to sign up to a separate subscription for other services. Apptivo has you covered for everything. Price - Amazing...so much for so little. I don't believe another platform offers such value for money. The closet is Bitrix 24, but you have to sign up for at least 5 users to use all their functionality like Google 2-way sync. So although good, not the best if you are just starting out. Customization - This app allows you to add fields, change the layout and do pretty much what you want in terms of one wishes to use it. Integration - integrates with all the major platforms and has some great 3rd party plugins. Support - 24/7 and immediate. No waiting. Brilliant. Support team is particular helpful

Minpunten:

I think the U.I could do with a refresh Document support for uploaded files is a little limited. The software would be perfect if it had a viewer support for Word docs, etc. What this means is that any uploaded document, has to be downloaded in order to view it. This is clumsy....but a small price to pay, for what is very good software in nearly all respects.

New World Precious Metals

Opmerkingen: I believe Apptivo is an excellent software mainly because of it's capable, supportive and friendly customer service team. [SENSITIVE CONTENT HIDDEN] was truly professional in providing support and went above and beyond to be available (especially with the time zone difference of over 12 hours). We really appreciate his help and professionalism.
As well, another team member at Apptivo designed a background to go with our emails to clients that was very impressive and visually appealing. We appreciate her effort and her excellent work.

Pluspunten:

As a small financial business, New World PM primary objective was to obtain a CRM that allows client info management, ease of follow up on potential leads, and ease of use for the entire team. At the time of writing this review, approximately one month of using Apptivo, we have managed to achieve the first two objectives successfully with a lot of help from [SENSITIVE CONTENT HIDDEN] at Apptivo. Although Apptivo has a user-friendly interface, some of our team members have found some challenges accessing and/or modifying information. However, I am impressed with the master layout and how I can easily add or remove information fields as a super user.

Minpunten:

However, the fact is that not all of my team members feel comfortable using the software is a bit discouraging. For example, not all brokers could access the full list of clients. Personally, some items that I wish were different: - Changing email templates. - Changing the default overview of the Clients page. I attempted that, but the changes revert back to what the page looks like normally. - As a super user, I changed permissions for brokers to be able to see all clients, but the changes did not take effect it seems.

Amazingly Flexible Small Business Solution with HIPAA Support

Opmerkingen: Apptivo is a powerful solution for my client. We were able to replace a legacy system of claims processing to include membership management, a secure membership portal and attach membership documents. Prior to Apptivo only our claims processes were automated. Everything else was done manually or stored on Google Docs. What impressed me the most, was their ability to program new apps, implement HIPAA compliance programing features and other processes needed for my client. The Services Project Manager and his team are incredible! They are very professional, learned our business needs, identified solutions, were highly flexible as we navigated through COVID-19, and are extremely patient. Always willing to educate the client to be more resourceful.

Pluspunten:

Functionality, flexibility, working with the Apptivo team to set up the software, ease of use for our portal members and pricing.

Minpunten:

Most of our recommendations were supported by Apptivo. There is a bit of a cumbersome process in generating our member payments. However, this is partially due by our decision to not re-enter our claims for generating payments.