Olivier V.
OV
Olivier V.
Managing Director
Small-Business (50 or fewer emp.)
"Easy to use, complete and great IT support"
5/5
What do you like best about Apptivo?

Easy to use. Once you have figured out what you need (they are many app in their applicatoin), it is easy to customize them. They also offer a great customer support. Someone on the line to talk to and who explain what to do (no robot!) Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

Some functionalities i don't need. There are many app I don't need. Review collected by and hosted on G2.com.

Orlando L. A.
OA
Orlando L. A.
Small-Business (50 or fewer emp.)
"Very Helpful"
5/5
What do you like best about Apptivo?

The ease of having everything in one system to be able to organize our firm aswell as communicate to our client base. We can use the app accross the board for easy integration of 3rd party apps. Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

I wish Apptivo can make more video's or even glossary terms for thier app. Review collected by and hosted on G2.com.

JW
Jack W.
Small-Business (50 or fewer emp.)
"Excellent CRM Interface & Great Support Team"
5/5
What do you like best about Apptivo?

Absolute ease-of-use. Simple visual interface. Easy customization of information fields and views. Simple-but-effective Campaign launch, tracking and follow-up. As a former Salesforce user, I am much more effective using Apptivo. Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

No downsides. This software does everything I need to run my business. Review collected by and hosted on G2.com.

Verified User in Telecommunications
CT
Verified User in Telecommunications
Small-Business (50 or fewer emp.)
"Outstanding support"
5/5
What do you like best about Apptivo?

The simplicity of the tool, but most important the availability to technical support even for simple user questions Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

I am not a power user so sometimes it takes me a few minutes to get back in and understand the process, especially when using automated campaigns Review collected by and hosted on G2.com.

EG
Evelyn G.
Small-Business (50 or fewer emp.)
"Affordable and awesome support Team"
5/5
What do you like best about Apptivo?

It´s affordable, quite easy to use and the Suppot team is awesome. Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

1) Still have not figure out why there is a differentiation between Company and personal contacts in the database. This doesn´t make sense for us.

2) Building a campaign template properly is not that easy. Plus, preview and actual e-mail are never the same, especially with regards to spaces.

3) Lack of 3rd party integrations

4) Automated drip campaigns don´t seem to be possible. Review collected by and hosted on G2.com.

Liz m.
LM
Liz m.
office manager
Small-Business (50 or fewer emp.)
"Naresh - great support"
5/5
What do you like best about Apptivo?

quick customer service always available by chat Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

search feature sometimes does not bring up what we are looking for unless typing entire name out Review collected by and hosted on G2.com.

Verified User in Education Management
AE
Verified User in Education Management
Small-Business (50 or fewer emp.)
"Excellent customer support!"
4.5/5
What do you like best about Apptivo?

Working with Karthick and his team was a real pleasure, Karthick was always quick to respond, schedule meetings with his, and overall very thorough in his support throughout the integration process. We had a fairly complicated setup with not much backend knowledge, and Karthick was always patient with us. Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

The integrations took quite awhile to successfully complete, as we'd often have duplicate contacts and such appear. But Karthick and his team were quick to respond when we noticed these issues. Review collected by and hosted on G2.com.

Verified User in Legal Services
AL
Verified User in Legal Services
Small-Business (50 or fewer emp.)
"Great Customer Support"
5/5
What do you like best about Apptivo?

I'm new to Apptivo and haven't had a lot of time to see it in practice yet, but I have found it very easy to set up to collect exactly the data we want, the way we want it. It's very customizable - it almost feels like there are too many options at times - but I'd rather that than not enough. I needed a little help from customer support for email sync (in part because of an issue with our own internal email settings), and they were very responsive and walked me through what I needed to do to get it up and running. Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

It has not always been clear how data in one area connects to data in another; it took some playing around with the settings and layouts to figure out how to connect calls to a contact or a case from the call log, for example (it might be intuitive for other people, it wasn't for me). I also found the sheer number of options to be overwhelming at first (I'm glad to have them now but it's a lot to figure out). Review collected by and hosted on G2.com.

SS
Susan S.
Small-Business (50 or fewer emp.)
"Numeric formatting"
5/5
What do you like best about Apptivo?

I very much enjoy the quick problem solving I get when I click on the Apptivo Chat feature. Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

Sometimes Apptivo runs an upgrade of sorts and data gets moved around. Consequently, my macro's get jumbled and I have to recreate each of them because the data exports with the fields in different positions than they were before the upgrade. The major problem with that is that Apptivo does not tell you that they ran an upgrade over the weekend or overnight - you have to figure that out yourself. Kind of a pan when you are in a hurry running reports for a meeting and you don't realize that your macro's are not going to export like they usually do. Review collected by and hosted on G2.com.

DM
Donald M.
Small-Business (50 or fewer emp.)
"Lots of functionality and easy to configure"
5/5
What do you like best about Apptivo?

It's very easy to change everything, add new fields and sections, rename evertyhing, create custom views. Support is great, there is a chat feature and someone always responds pretty much immediately. It was simple to setup and import client records too Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

There are some basic analytics within the product but I would like a few more options when it comes to creating reports etc Review collected by and hosted on G2.com.