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Apptivo vs FreeAgent CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Apptivo medium Failure Risk for FreeAgent CRM medium
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Comparison Summary

This comparison report of Apptivo vs. FreeAgent CRM is based on a specific set of business needs and context. The comparison uses 3823 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Apptivo and FreeAgent CRM

Apptivo, FreeAgent CRM, Vtiger all-in-one CRM, Bullhorn ATS & CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Apptivo covers Helpdesk Management, Contact List Management with E-Mail, Sales Document Management with E-Mail, Engagement Management, etc.

FreeAgent CRM focuses on Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.

"First and foremost, customer service is awesome. " - Eryn Swenson

"I know from my experience adoption rates with CRM systems can be a difficult thing. I think the industry average is 65% but my folks have a 99% adoption rate using FreeAgent. In our industry, it’s competitive. Differentiation is tough. FreeAgent gi...ves you differentiation. FreeAgent is built with the sales person in mind. It’s built to enable them to do their job and you can’t ask for more from a CRM than that. " - Anthony Hegarty

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Apptivo

Focus area

Apptivo is better than FreeAgent CRM for

Software Failure Risk

  • medium

logo FreeAgent CRM

Focus area

Software Failure Risk

  • medium

About

Cloud Business Management Software Suite

CRM and Work Management

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

76

35

Total Goals
(we found evidences for)

6

11

Top Processes

Evidences indicate better relative satisfaction

helpdesk management

Read Reviews (131)

Read Reviews (7)

contact list management

Read Reviews (92)

Read Reviews (4)

creating contact list

Read Reviews (3)

Read Reviews (0)

contacts history

Read Reviews (2)

Read Reviews (2)

tracking contacts

Read Reviews (2)

Read Reviews (0)

sales document management

Read Reviews (78)

Read Reviews (4)

proposal & quote management

Read Reviews (45)

Read Reviews (3)

contract management

Read Reviews (18)

Read Reviews (1)

digital signature

Read Reviews (14)

Read Reviews (0)

engagement management

Read Reviews (57)

Read Reviews (20)

engaging and following up

Read Reviews (47)

Read Reviews (13)

workflow management

Read Reviews (51)

Read Reviews (11)

communication management

Read Reviews (50)

Read Reviews (3)

tracking & monitoring communications

Read Reviews (23)

Read Reviews (3)

sending & publishing communications

Read Reviews (16)

Read Reviews (0)

campaign management

Read Reviews (38)

Read Reviews (0)

campaign monitoring

Read Reviews (14)

Read Reviews (0)

campaign analytics

Read Reviews (8)

Read Reviews (0)

billing and invoice management

Read Reviews (32)

Read Reviews (0)

relationship management

Read Reviews (23)

Read Reviews (2)

generation of new leads

Read Reviews (21)

Read Reviews (8)

opportunity management

Read Reviews (19)

Read Reviews (1)

pipeline management

Read Reviews (16)

Read Reviews (1)

conversion management

Read Reviews (16)

Read Reviews (1)

products & pricelist management

Read Reviews (13)

Read Reviews (0)

sales call management

Read Reviews (11)

Read Reviews (0)

meeting management

Read Reviews (3)

Read Reviews (0)

training & onboarding

Read Reviews (8)

Read Reviews (6)

customer case management

Read Reviews (6)

Read Reviews (1)

distribution management

Read Reviews (5)

Read Reviews (0)

customer feedback management

Read Reviews (5)

Read Reviews (1)

measuring customer satisfaction

Read Reviews (3)

Read Reviews (0)

trade show marketing

Read Reviews (4)

Read Reviews (0)

social media management

Read Reviews (3)

Read Reviews (0)

social media analytics

Read Reviews (2)

Read Reviews (0)

lead qualification

Read Reviews (3)

Read Reviews (1)

lead qualification: demographic

Read Reviews (2)

Read Reviews (0)

performance management

Read Reviews (2)

Read Reviews (0)

touchpoint management

Read Reviews (2)

Read Reviews (0)

channel management

Read Reviews (2)

Read Reviews (0)

follower management

Read Reviews (2)

Read Reviews (0)

lifetime value management

Read Reviews (1)

Read Reviews (2)

sales review & feedback

Read Reviews (1)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Enter new markets internationally or locally

  • Improve efficiency

  • See 3 more

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve efficiency

  • Acquire customers

  • Improve ROI

  • Improve internal communications

  • Improve stakeholder relations

  • Improve brand engagement

  • Establish thought leadership

  • Scale best practices

  • Increase customer life time value

  • See 8 more

Top Channels

Channels Used

  • e-mail

  • mobile

  • text SMS

  • promotions

  • phone calls

  • mobile app

  • See 3 more

  • e-mail

  • mobile

  • text SMS

  • promotions

  • phone calls

  • mobile app

  • See 3 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting