Apptivo Pricing

I like the invoice tracking, especially marking invoices as paid automatically Review collected by and hosted on G2.com.

Using Javascript to open windows means it's more cumbersome to get multiple windows open. I'd like it to be easier to open multiple browser tabs while using Apptivo Review collected by and hosted on G2.com.

Hands down the best feature it offers is email tracking to see if my email has been read. It's good software to keep all of your records in one place.

Customized views are useful. Review collected by and hosted on G2.com.

Calendar and emails don't interface seamlessly with Outlook, which means it's not a good resource for setting up reminders and creating new clients. Only events transfer to outlook but they're not associated with the client and don't offer the ability to set up a reminder, so the reminder has to be manually set up in Outlook.

Creating and accessing a new company/contact is clunky, and requires too many clicks to get to the info needed.

Only able to see a small number of records are visible at once. Batching emails is cumbersome.

It doesn't lend a hand with tracking when to reach out to prospects. Last contacted list includes all you have contacted and those who've contacted you, so it can include junk mail received by prospects.

If you set up a company record after you've had some email communications with them, you can only associate the incoming emails, one-by-one, not batched. And outgoing emails to them are not able to be attached. There's no way to do this through Outlook.

Customizing is very limited and not intuitive.

Contacts are accessed on a separate screen from the company so many clicks are required to get the info you need, versus having everything available on one page.

The create and send buttons are at the bottom of the screen, which means they're hidden beneath on wide screens and activate the docking tray. Review collected by and hosted on G2.com.