Apptivo Reviews & Product Details

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
Website
Languages Supported
English
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
Company Website
Phone
+1 (855) 345-2777
Year Founded
2018
HQ Location
Fremont, California
Twitter
@Apptivo
6,109 Twitter followers
LinkedIn® Page
www.linkedin.com
266 employees on LinkedIn®
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.

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Apptivo Screenshots

Apptivo Reviews

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

Needed to set up multiple invoice templates for my various businesses and to update my sales forecasting pipeline. Issue was quickly resolved by Apptivo support team member Rajesh. Review collected by and hosted on G2.com.

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UF
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

If you need a system based on the CRM, with which you can get to manage your most outstanding projects, it should be noted that this is the best option you could have in mind, as it offers very useful tools for the area of sales, as it also maintains a numerical control in the accounts of organizations, helping these departments to realize their operations based on accounting, without excluding that it is also ideal for areas dedicated to customer relations, as their progress and results of assistance are explicit. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We bought the installations of this software, for a need that we presented in our platform, which was to collaborate and speed up the processes within our department in charge of operations with e-commerce and digital marketing that we carry out frequently, without excluding that it is also used for the fields of technical support, fulfilling its purposes based on the CRM in a complete way, maintaining a qualitative and considerable order for the adequate preference that can be acquired, without excluding the guaranteed benefits, projected in labor changes. Review collected by and hosted on G2.com.

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UT
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

It is an excellent software based on the basic CRM, with extensions or applications, which help to improve the work depends on the areas that we want to implement, as long as it maintains a prudent relationship to the subject, has programmed extraordinary tools that help manage different projects, for future benefits that can develop, not excluding that proceeds with an excellent support system for any doubt or some kind of help that any user can present, being a wonderful option for individual agencies or relatively small companies. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We bought Apptivo, to operate in our areas in relation to the customer and for the connectivity, which can be maintained with the marketing that we exercise frequently, as every company generalized in large scale sales, because we use this software to collaborate and speed up the processes within our department, including those who are in charge for the projects of new occurring idealizations, although it is a server based on the basic CRM, because it has been wonderful for us for certain advances in the areas dedicated to these labor movements, since it is easy to use, and we are satisfied that it has solved the needs that we will present later. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Very good CRM software really works, it is easy to use and its interface allows to obtain an incredible performance, you get functions and tools that allow you to carry out a more effective and fluid marketing, besides that your team has a more organized management and with a incredible time savings in a nutshell, greater results in less time, fully recommended. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Our company used Apptivo to carry out a more organized and effective marketing management, through the tools it provides and functions that are very easy to use and thus achieve our objectives, such as customer acquisition, our scope has grown and increased the retention of old customers, with an automated email system and campaigns we can keep customers updated and also interested in our products. Our sales have had a significant increase and our entire team is doing a more effective, fluid work and with incredible time savings. Thanks to all this and more, we can channel time for other areas of the company that require it. We make a good choice with this software. Review collected by and hosted on G2.com.

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Sales Engineer
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

Contact and sales management Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

My colleagues and I saw this tool as a powerful alternative to comparable programs that now exist on the market. Each department will certainly find useful functions for your team, which will greatly simplify the work with various tasks in a much shorter time. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

With this tool, it is possible to assign tasks to group participants and check their ready execution together. The Apptivo can be used both on fixed tools on desktop devices and on mobile devices, which makes the surveillance procedure offered anywhere. Review collected by and hosted on G2.com.

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

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.

What do you dislike?

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 the product:

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 are you solving with the product? What benefits have you realized?

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 daily and love it. Review collected by and hosted on G2.com.

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EM
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Do it all App. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Setting up the account and adding important fields. Review collected by and hosted on G2.com.

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IE
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

multi-choice fields Review collected by and hosted on G2.com.

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AI
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

We have a better communication with our clients and sales people are more organize Review collected by and hosted on G2.com.

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Martial Arts and Wrestling Mat Sales Eastern Region
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

working on lots of customization to get the software to work the way we need it to. Rajesh has been very helpful making the updates. Review collected by and hosted on G2.com.

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Owner / Operator
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Staying organized day to day. It's a lot to manage products and clients without a CRM. Review collected by and hosted on G2.com.

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Mortgage Loan Officer NMLS #1232643
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

The cost benefits and general ease of use of Apptivo has been beneficial to our company. At $10 per person per month, the various applications available through the Apptivo All In One system make this an affordable and robust CRM option. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

The ability to reference customer communication is helpful versus searching through old notes and emails. The ability to capture opportunities and generate dashboards to get a high level view of your quote pipeline is also helpful. Gives a way to quickly share information to other teammates within the organization. Also allows you to better manage activities within those opportunities. Review collected by and hosted on G2.com.

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Motion Graphics Artist
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Apptivo software is a self-sufficient service which can assists us in any type of projects. Apptivo is the well-integrated tool that enables the promulgation of information within the company and so it allows us to quick and easy access to tasks and project information. Apptivo tool enables multiple updates and allows all users in the team to see the projects. Apptivo has the great collaborating and project management features because it is very effective and most useable software for multiple platforms. Review collected by and hosted on G2.com.

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Senior Recruitment Consultant - Banking and Financial Services Accounting & Finance Practice
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Apptivo has unlimited features, which makes so comfortable for us to create all projects tasks without any efforts. I can also automatically organise all my tasks and sharing the projects with anyone. Apptivo is the most famous project management tool in the market because it has the ability to provide the multiple facilities such as instant sharing of projects, faster files uploading. But I really must say about this project software is that it is the world’s best project management and tasks management tool. Review collected by and hosted on G2.com.

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Direct Recruiter - Technology & Operations
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

With the time being in using this tool , we have acquired multiple productive expertise allowing us to quickly operate and generate a whole series of efficient procedures. We can handle all the management tasks, the finance operations and effective sales and marketing. It has enabled us to achieve our goals in reliable ways. With its magnificent performance and interactive ways to compile tasks, it have made us to adapt and imply this tool in different sectors of our organization. Even I myself, have gain much numerous benefits from this tool which allows me to manage my team and overview the whole performance in quite an easy way. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

We are solving getting tasks done in a timely manner. Review collected by and hosted on G2.com.

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CM
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

The button in campaign that I created from APPTIVO doesn't work in Outlook PC. It doesn't show as a button but show as a Link. While I check in Gmail and others, it shows as a button. So, I request Rajesh to fix the button to be visualized in Outlook PC. Review collected by and hosted on G2.com.

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Chief Operations Officer
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

It helps my sales team track their work more efectively Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

We recommend this application so that all of you can significantly improve the way you do your work, in this way you will achieve excellent results taking into account that its price is much lower, the investment is insignificant and in return you will get a wonderful tool. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Some departments of our company have been using Apptivo to increase the organization. Particularly the marketing and sales department has been a pioneer in carrying out an optimal work with this application, since it has been an important part in the development of strategies, monitoring, projects and campaigns that commit us every day more with excellent functionality and its benefits . Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

I am using Apptivo as a CRM to keep track of my contacts for my professional speaking business. Review collected by and hosted on G2.com.

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President
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Streamlined, real-time access to data is a game changer. This system has most of what any organization would need and options to add unique requirements and integrations. Review collected by and hosted on G2.com.

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UH
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

It's helping us communicate with our team more efficiently. It also helps us track our communication to clients and potential clients. Review collected by and hosted on G2.com.

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