Apptivo All-In-One Software

I have been using Apptivo All-In-One CRM now for about a year for my small business and it is a game changer. I have worked with several other CRM apps (Salesforce, Top of Mind, Insightly, Hubspot, Zoho, Dynamics 365, Pipedrive, Basecamp, etc) but none come close to Apptivo which is a complete business management system. I am able to run my multi-channel business (real estate, residential lending, property management and consulting) with just one CRM system. I am able to set up customer portals, send and track invoices, setup marketing campaigns, capture leads from my external social media platforms, manage customer testimoniala, and manage promotions, amongst other features at a monthly subscription of $10. Salesforce, which is a really bulky system costs about 7x that price. Zoho was a contender but it's $30 per user per application price was too costly and most of all customization on Salesforce, Zoho and the other apps were daunting. Here is where Apptivo outshines the rest. Not only is the pricing the best on the market. You are able to customize each of the applications that comes in the All-In-One bundle... AND IT IS SIMPLE. Even then, the developers creates very simple visual instructions for every feature of the programs, there is a YouTube channel with videos and the customer service team is AMAZING. They diligently and quickly resolve any issues, walk you through the customization steps and send you the links to the respective guides for future reference. The development team also have a service where they can customize Apptivo for your business. The development team are also responsive to customer feedback and feature requests. They have already implemented a few feature requests from my office. My team extends beyond the United States borders and yet we are able to communicate seamlessly through Apptivo. Most recently, I established phone numbers through the app via Vonage to manage my teams sales calls and closing out my expensive RingCentral account. Now my sales calls and looked directly into my CRM database. We use Slack for quick communications and shack integrates with the Apptivo app. We Use Google Suite for our email and that also integrates with Apptivo. PieSync and Zapier integrations allow us to further explore integrations with Apptivo. The Apptivo Phone app is great though it appears the features are more pronounced on Android devices than Iphone (I have the Samsung Galaxy 7 and Iphones 7S and 10). All in all, this is a robust, full service system at an affordable subscription price. Try it out and see. You will not regret it.

I like the app and upgraded but the calendar viewing is tough on the phone. Also can’t color code the calendar on the app. I hope they upgrade this, I’d have given it 5 stars

Project management continues to be an afterthought unfortunately. Projects don’t appear in the app...which is what we use more than anything else in Apptivo. What a bummer for us! 2 stars for putting everything else in 1 app.