Apptivo

It is user friendly from the aspect of moving around and customizing fields. The import function was also nice to bring in data from old CRM.
the chat feature is nice to ask a question and they are quick to respond
the price is affordable

It does not truly integrate with O365 to be fully functional. it syncs calendar events and thats all. so all the tasks assigned, you have to manage from the app not your O365 suite. This is NOT efficient. the sales team provided incorrect info on this capability. This feature should be part of your trial so I would have known this product may not be the best fit!

The standard sales conversion is not automatically available, you have to customize it. Reporting has errors and gives "not enough data" and no one can seem to figure out why. if I can't get data, this app is again not efficient.

I can customize any app the way I want to. Without a background in this sort of thing, it could have been tough to work with!

There are some limitations. Areas where I can't connect this object to that one, or have it scan a file looking for specific words and using the value to propagate leads. For example, a box with NAME: would then be the persons name.

Apptivo allows for a broad range of customization possibilities, making it an excellent out-of-the box option for companies transitioning to a first CRM system.

While other competitors may have sleeker design, the consistency of page layouts and button placement was a huge plus for our inter-generational team and made it easier to manage the transition to an online software after years of working with excel and google docs.

The settings interface within each app makes it very easy to learn how to customize basic field, views, and list options - meaning that smaller companies can look to train someone from within to work alongside Apptivo, instead of needing to hire an external administrator.

The Apptivo team is always HIGHLY responsive. From the initial demonstration walk throughs to fine tuning system design and troubleshooting problems, I have found their customer service to be excellent. [SENSITIVE CONTENT] and to all the others working behind the scenes to help us at the different stages of our projects, THANK YOU!

Most of all, I appreciate that Apptivo continues to improve on their product. Throughout the nearly 3 years I have worked with them, the system has developed to continously offer more features.

As with any option in this price category, there are occasional bugs. Reporting them to Apptivo generally results in a very quick fix.

Slow load times - it has improved somewhat, but still pages sometimes lag.