Apptivo Reviews & Product Details

How friendly and knowledgeable the Apptivo Support team is. I had an issue over the weekend that Rajesh was able to quickly resolve on my behalf via chat and screen share. Superb customer service. I would highly recommend business users to take advantage of the Apptivo multi-platform system for their new, expanding or large enterprise businesses. Review collected by and hosted on G2.com.

No downsides. The Apptivo support team is fantastic! Review collected by and hosted on G2.com.

Apptivo is a powerful tool that takes care of managing your sales, digital marketing that you carry out and among other strategies that this software covers, because it is an advanced system based on CRM, because it fulfills its programmed purposes in an incredible and effective way, with considerable speed, without excluding its fantastic support solution that it offers, to new users that register and integrate this platform into their business facilities, because it formulates excellent features, including its price for the start of use of its integral functionalities. Review collected by and hosted on G2.com.

The integrated email client does not fulfill its basic functions that should be implemented, which means that part of their tasks, are not fully familiar with the automation's that should be integrated into these areas of software, being a problem as we can get to notice significant delays, decreasing the capacity of work performance and productivity that takes place in areas of digital development. Review collected by and hosted on G2.com.

Apptivo is a peculiar system, because it is a software based on the basic CRM that a normal company can run without problems, without excluding that one of its internal characteristics, in its interface, is that it is programmed so that new users close to the server, can acquire a good knowledge of the software in general, with an excellent support that is idealized primarily for these beginner operators, to address their doubts about the functions of the application, being one of my favorite aspects regarding the subject. Review collected by and hosted on G2.com.

The home screen that this software has designed, or better said as its user interface, claims to be the center of the application, mentioning that from a simple point of view, we can appreciate that in the subsections, most of them are defective due to the long time that this platform does not receive routine maintenance, accessing, that these categories, do not access correctly as they normally should. Review collected by and hosted on G2.com.

This platform is an online CRM that allows you to manage your sales and carry out a more complete and effective marketing management. You can use a set of tools that provide great performance and greater productivity for the entire work team. You'll gain daily work fluency in addition to significant time savings, lead management, and more. It is very easy to use and its interface is clean and attractive and very organized. Review collected by and hosted on G2.com.

We have nothing bad or negative to say from our experience with this platform, which has not provided tools and functions to obtain better marketing management, it has been very satisfactory to be able to have software available that really does work. Review collected by and hosted on G2.com.

Rajesh in tech support was helpful and guided me to what I needed to know. Review collected by and hosted on G2.com.

Nothing I can think of right now, it takes some time to learn all the features Review collected by and hosted on G2.com.

This is a great friend software for those looking for a tool for effective task administration, and also a convenient application that helps you keep track of the schedule. I would certainly suggest that each individual fully recognize the program, because in Apptivo there are many beneficial functions that are often lost among a wide variety of other resources. Review collected by and hosted on G2.com.

Some functions in email work erratically, depending on the section of the application you are in, in the default font, it will certainly be different from your initial organization. Review collected by and hosted on G2.com.

I was working real-time with one of our reps trying to setup their profile. We ran into a new issue during this process that I have not encountered. We used the Chat feature and was walked through several steps to try. We found out the issue was with the browser. Apptivo logged into our account and fixed it for us. Way to go and so quickly resolved! Review collected by and hosted on G2.com.

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.

The system is complex and have all the functions. It is important to me to use just one system and not integrate many.

There are many things to customise which is important. Review collected by and hosted on G2.com.

App works slowly.

Design of app is king of old-school. Navigation is complex and UI/UX could be better.

Check reference of PandaDoc how nicely the Dashboard or adding fields work.

Styling the ducument like invoice is a pain. No one has time to style every single field (it is nice as an option but there should be an option Select all and change styling.

If you ever need a beta tester customer, you can count on us.

If you'd need a creative support or UX help, please let us know too.

We would be happy to engage. Review collected by and hosted on G2.com.

quick service, screen sharing and ability to understand issue Review collected by and hosted on G2.com.

Remote control of system would be helpful without Zoom but maybe this is more secure Review collected by and hosted on G2.com.

They have excellent service support. They can spot the problem and resolve it in a short time of period. Review collected by and hosted on G2.com.

They haven't add any new module in the system the last few years we are using it. Review collected by and hosted on G2.com.

the software is easy to use and can be customized to your needs Review collected by and hosted on G2.com.

if you are looking for a robust CRM, this is it. no downsides Review collected by and hosted on G2.com.

The apps integrate well with most of what I need on a day to day basis. Their support is great and has helped with several problems. The browser based interface along with the app are very easy to use as well. Review collected by and hosted on G2.com.

Some of the email associations are a bit slow, but not much else. I would like it to have an integration with Wave that I use for invoicing, but not a major issue. Review collected by and hosted on G2.com.

The support team is very helpful in quickly addressing issues and considering feature requests suggestions from customers. I recently worked with Rajesh on an issue at 8:53PM EST. With a quick Zoom meeting screen sharing session, he was able to quickly identify and resolve the issue. The support team at Apptivo also have helpful visual aids and resource guides for every step available for configuring the Apptivo All In One CRM for our specific needs. Review collected by and hosted on G2.com.

We are still testing out the phone system through Apptivo. incoming and Outgoing calls are crystal clear with no issues, but we are still going through our training session and working with the support team to address our learning curves and some standard feature requests that we hope to see on future updates. Review collected by and hosted on G2.com.

The ease of modifying / customizing each app is very useful. The online chat support is good and takes care of 90% of needs. Review collected by and hosted on G2.com.

When items get too technical, you are requested to reach out to another support area. No biggie, but you cannot take care of everything through the chat function. Review collected by and hosted on G2.com.

Apptivo is project management software with great features such as Gantt charts, tracking, progress, task planning, scheduling, time tracking and many more features and functions. Apptivo software is very easy to organize that can easily assists us to help manage the projects and it is best software for any type of companies. We like Apptivo because it has a lot of important and useful options for everyday work. Also, it has various built-in templates, applications for measuring time, resources and metrics. Its entire feature gives all data about modern trends and level of stakeholders interest in the specific project. Review collected by and hosted on G2.com.

The one of the biggest problem about Apptivo software is that this is best software for tasks and projects management but sometimes it cannot provide the best services in regarding communication phase and can't manage our system properly. We should say that it might be a little hard to understand for the beginners. This is not best for the task planning and also for task tracking also it takes a lot of time for recurring tasks. The one of the most important problem is that we can't make a follow up on our schedule or projects in a reliable way. Review collected by and hosted on G2.com.

Apptivo is the collaboration tool through which we can easily organised our projects online by sharing tasks information through chatting with each other. We are highly been able to easily keep track all of our progress and better manage the tasks workflow for any size of projects. Basically, we use Apptivo for storing information, usually manage the small projects , plan for jobs and collaborate with others. Apptivo has the ability to better execute projects tasks across with multiple teams members. Through this software, our pipelines of creating projects gets instantly better. Review collected by and hosted on G2.com.

The one problem that we faced is that we can share our important projects tasks only to the specific people. Sometimes we cannot check everything that we have done as a project tasks and it’s tracking list because we can only create the one checklist. Hence, Apptivo is a great project and product management tool for coordinating, storing and sharing. Review collected by and hosted on G2.com.

Apptivo has vast range of tools and features to manage the businesses and projects in a sophisticated manner. We can easily handle different activities at a time in our organization which involves marketing, invoicing and business operations. It is quite user-friendly tool with an interactive and intuitive user interface allowing the professionals to adapt to this tool in easy way. We can operate our whole sales operation using this tool which lets us manage our inventories or interact with customers or clients in a quite convincing manner. Review collected by and hosted on G2.com.

Although Apptivo has manage to outgrow in the market due to its professional expertise and well coordinated tools and features but there are some setbacks to it too. Its deployment stage in our organization took more time than usual and we have to seek out the help of vendors in order to get it arranged. We also had hard time in synchronizing this tool in a large group of working team which hinders different problems in our way of working or collaboration as a team. There are also some null integrations which don’t allow integrations to certain tool affecting our whole working procedures and team performances. Review collected by and hosted on G2.com.

Being able to import and export customer information. Review collected by and hosted on G2.com.

Nothing that is too problematic. Everything works smoothly. Review collected by and hosted on G2.com.

When I have problem with the APPTIVO campaign template, Rejash responded very fast and helped me with the high priority as I told him that I need to correct it before email sending time. He is very kind to listen my problem and fix it immediately. Review collected by and hosted on G2.com.

Some function in APPTIVO Campaign doesn't work. For example, when I select align center for my text, I see my text move to the center of the page but when I saved, it still places at the left. So, I need to change it by the source code instead which is not easy for me. Review collected by and hosted on G2.com.

Lots of apps for a good price. Helpful customer service. Review collected by and hosted on G2.com.

Sometimes things don't work the way I expect. Review collected by and hosted on G2.com.

Apptivo is a very useful application that uses chat as its main support. This flows excellently well in terms of navigation and adapts to our business, either directly or with flexible customization. I resolve inconveniences effectively in real time instead of waiting for replies by email. Review collected by and hosted on G2.com.

Although Apptivo is very simple to use, the interface has failures in terms of implementation and guidance and there is no express coherence in some integrations with other platforms. In the same way, the contact data is sometimes restarted which I find very uncomfortable to perform this administration process once again. Review collected by and hosted on G2.com.

I like the format, ease of use, and easy navigation Apptivo offers. Also, Apptivo has a great support team and great online training webinars. Review collected by and hosted on G2.com.

I haven't found any dislikes at this time using Apptivo. Review collected by and hosted on G2.com.

Like most other systems, Apptivo uses "Chat" as their primary support but for complex set-up or help their scheduled support is beyond what I experienced from others competing in this field. Having expert engineering help is critical for small to medium size operations who have internal staff customizing the system. Review collected by and hosted on G2.com.

As with other cloud-based systems, the web-client can exhibit minor latency when switching between records or major modules. Limited pre-built integrations are always a challenge with these types of systems. Be sure to check with Apptivo Services to ensure any critical needs can be met. A one button "local back-up" would provide additional peace of mind. Review collected by and hosted on G2.com.

The support of Apptivo is generally very quick and helpful. I was having trouble with sending a campaign out, and they were able to quickly solve the issue I was having. Review collected by and hosted on G2.com.

Some of the user interface seems built upon an older system. There are a few things I would change, however it's not a deal breaker. overall the system works well. Review collected by and hosted on G2.com.