Apptivo

Picky Sales Guy with an unique customer base

What do you like best? I have been using Apptivo for a few years now. I research frequently to see if there are better platforms. While other platforms may have a few features that are superior, Apptivo has a suite of apps that meet my company needs the best. This way I don't have to have a CRM, and a separate program to be able to do custom estimates, it stores all my products which are many, in there and makes a real quick way to produce professional looking estimates with the ...

Apptivo is full-featured!

What do you like best? The wide array of supported function, the ease of customizing, the 360 degree view, document storage. What do you dislike? The paragraph text field editor (all apps, the speed of moving app to app. Recommendations to others considering the product Great price performance compared to Salesforce and others. What business problems are you solving with the product? What benefits have you realized? Company and contact management, invoicing, document storage.

Apptivo has saved my small business time and money

What do you like best? Ease of use, time sheets, invoice creation, CRM like software. What do you dislike? I don't perform work by projects and lots of functions like approving time sheets are tied to the project structure. It's not easy to get a yearly total dollar amount billed to each customer and just for my business as a whole, that'd be helpful at tax time. What business problems are you solving with the product? What benefits have you realized? It helps me show my clients ...

Great Functionality and customization

What do you like best? I like that I can choose how to implement the software. With a little up-front customization, which I have completed myself, I have made the software straightforward and intuitive for the way my business operates. I don't need to adapt to suit Apptivo, it changes to suit me. What do you dislike? The process for customization and up-front set up is not super intuitive. There was a pretty big learning curve with a lot of trial and error before I was able to really ...

Simple way to keep contacts organized

What do you like best? I like the way Apptivo allows me to keep contact records and syncs with my google acct. What do you dislike? Not much do not like, occaissionaly there are syncing issues but support usually helps me resolve them. Recommendations to others considering the product I reccommend it What business problems are you solving with the product? What benefits have you realized? a simple private way to keep all my client data

Strong core functions with amazing flexibility

What do you like best? Quick start-up, easily expandible, great linking between contacts, suppliers, vendors, and projects. Built-i email. Pricing is reasonable. What do you dislike? Mobile app needs some improvement, it does access the core modules, but leaves out several of the modules we rely on. The email module needs more development, lacks basic that are necessary to allow it to be used as a primary email client. Recommendations to others considering the product Be prepared ...

Unbelievably well priced and versatile

What do you like best? Integration with google apps gmail generally What do you dislike? Newsfeed and inability to turn it off - need to keep certain matters private! What business problems are you solving with the product? What benefits have you realized? Sales pipeline management

Easy to use

What do you like best? How I only one cloud system everything in one system What do you dislike? have to sign in all the time not easy to find in edge Recommendations to others considering the product I would What business problems are you solving with the product? What benefits have you realized? Marketing and invoices

Best Online CRM

What do you like best? Easy interface, understandable workflows, basic accounting knowledge is fine What do you dislike? Slow interface loading and cluttered interface What business problems are you solving with the product? What benefits have you realized? Less dependent on accounting professional

I enjoy the service

What do you like best? The calendar reminders to follow up with a customers What do you dislike? The pages load slow and entering customer information isn't super easy Recommendations to others considering the product This is a good software to use to improve customer service as well as improving follow up time with customers. It has been useful for me to remember potential customers and when to follow up. What business problems are you solving with the product? What benefits ...