Apptivo vs. vCita

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

It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.

Incentivized

• 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

• Very easy implementation of a contact/scheduling widget.
• Allows for scheduling of appointments with clients. The setup is easy and the allotted times can be changed as needed. Easy for the client to use as well.
• Managing communication between individual clients is easy as well.

Incentivized

• 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.

• Syncing with our google calendars has some flaws or is just not clear
• Messages show unread when they have been read

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

Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).

Incentivized

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

I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.

Incentivized

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

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

vCita has been very responsive to our needs and desires for improvement in certain areas. We have appreciated the level of support we receive when a problem arises. Our biggest gain when moving was the reliability of this product's teleconferencing integration with Zoom. With OnCall we had trouble onboarding people, difficulty with the app they used going down, etc. We also had expectations about progress with Forms that we unmet.

Incentivized

• 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

• The initial cost was high compared to other options but the features in the base level allowed even the smallest of business to grow into the paid version of the service.
• The time saved with self service bookings and profile management for customers has been a big plus and made the purchase of the service worthwhile.
• The constant improvements to the platform have been enough to continue to use the service as it develops into a competent CRM.

Incentivized