Apptivo vs. Salesmate

If you need a CRM system to help manage projects, this is a great option. Some of the other apps we didn't use such as accounting, etc. Because we only needed a basic system, we chose Apptivo. Also, because the price was right. Also if you need immediate support, Apptivo is great! If it's complicated though, it did get a bit challenging.

Incentivized

Salesmate gives us everything we need as a small business, with a clear interface, and can adapt to any business. If I was being ultra picky, I would perhaps suggest the ability to remove or hide certain modules not applicable to our niche, e.g., we are a B2C business, so the company module is not really useable for us, but this is not a negative by any means.

• Allows for various address lists to make sure contacts are in the correct category.
• Can assign contacts to different leads.
• Allows you to add notes and personal information for each contact.
• Program is all online, so it doesn't take up any space on your computer.

Incentivized

• For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
• Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
• Integration with other apps is good; I use QuickBooks and DocuSign.
• Customer service is very good.

• Homescreen claims to be the center of the application however the sub sections are mostly flawed or do not function as one would expect.
• The built in email client kinda works but depending on which section of the app you are in the default font will be different from your signature. Also you cannot add a cell phone to staff signatures. I asked about this for months. It was never fixed. When will CRM companies learn that email is STILL the center of many business. It is unacceptable to have different fonts in the same mail and signatures that change from client to client.
• They frequently messed up our contact data.
• Multi currency exists on invoices but not on other apps.
• Fragmentation with their apps....some apps are still on version 3 some on 4 and some on version 5. This means you are forced to deal with 2 or more different user interfaces within the same app.
• No consistency between the apps.
• Often there is little or no integration between the apps inside Apptivo.

• The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
• The dashboard button is pointless if it still makes you choose between legacy or classic.

Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them

Incentivized

Without a doubt, the best thing about Apptivo is that it has become a perfect internal and external communication platform. This platform will allow you to know who is taking care of certain tasks with clients and control all projects with your clients. With very affordable plans for your pocket, it has a free version for up to 3 users. It far surpasses quite a few CRMs in the same category. Apptivo CRM allows you to customize many details and work with it does not consume time or resources. You are faced with a very comfortable software to use, simple and well designed.

Incentivized

The platform is incredibly robust while maintaining a clean appearance. This allows you to see exactly what you need at any given time without being overwhelmed. The ability to customize your dashboard easily allows you to see the information that is most relevant to your operations and needs.

Apptivo is always quick to respond whenever we have had a problem over out time of using the program. The customer service reps are always very polite and professional in their responses and are very knowledgeable! I have never gone to them with a problem that they don't do everything in their power to help solve, and most times they have (abbreviating states is the only issue we weren't able to solve).

Incentivized

Fantastic - always reply in a reasonable amount of time, usually with a simple fix. The support website is very handy, but often you will likely have 'niche' questions - to which the team are all to happy to help with. For larger issues, we have had to lodge tickets with tech, but to date, every issue we have had has been resolved. Very happy with the support and service.

If you are starting a business and want a free app or nearly free app that can grow with you....then apptivo could be for you. However if you grow faster than them then you will be quickly seeking alternatives

No - All very straightforward and simple.

Although Constant Contact, Robly, and Mailchimp are more email based, they deal with contacts in a similar manner. Apptivo has more options for things like adding time limits to subscription, assigning leads to certain contacts, etc. Also, exporting addresses is a lot easier which comes in great handy for mailings and for CASS certifying the addresses

Incentivized

I was using the free version of Hubspot, which was extremely limiting. If I wanted to go ahead and unlock a simple feature, which every other CRM offered, my price would shoot up to hundreds of dollars a month for no reason, as they force you to unlock “all the features” not just the ones you need. Salesmate is much better, as you can choose which features you want, and don’t want.

• It allows me to get a vision of what is happening with the business
• control sales, marketing and customer service processes from a single point
• facilitates administrative tasks

Incentivized

• It saved me so much time following up with leads. I move them to the next stage, and Salesmate does the rest.
• It does a whole load of outreach for me. It's seamless.
• I get a lot more responses from people in my pipeline - especially using SMS to follow up.