--- title: "Apex 72 Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Apex 72 Software - reviews, pricing plans, popular comparisons to other Sales Force Automation products and more." source_url: "https://www.capterra.com/p/10003096/Apex-72/" page_type: "product" language: "en" --- # Apex 72 Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Apex 72 ## What is Apex 72? Financial Advisors, Life Insurance Agents, and Producers, tired of multiple confusing systems? Ready to simplify and succeed? Monitor and track your sales activity to make sure you are on the path to success. With Apex 72’s interactive client experience capture client data and track every step of your sales process. Owners, Sales Managers, and General Agents, stay informed on your team's progress with APEX 72’s dashboard and reporting systems. ## What is Apex 72 used for? [Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/)[Sales Coaching](https://www.capterra.com/sales-coaching-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $49.99 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Apex 72?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.apex72.io&name=Apex 72) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Apex 72 0.0 VS. [4.6 (6,093)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $49.99 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (6,044) Value For Money 0.0 (0) Value For Money 4.3 (4,662) Customer Service 0.0 (0) Customer Service 4.4 (4,455) ## Apex 72 alternatives [4.5 (4,480)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.5 (1,256)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars Highest Rated [4.7 (465)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (505)](https://www.capterra.com/p/214215/HubSpot-SalesHub/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars ## FAQs about Apex 72 Features and Usability ### What are the key features of Apex 72? Apex 72 offers CRM and contact management, plus lead management, lead scoring, and pipeline management for sales tracking. It also includes appointment scheduling, calendar management, task scheduling, and reminders, along with reporting and statistics, customizable reports, data import/export, document management, file sharing, mobile access, and activity dashboards. Getting Started and Support ### What training and onboarding options does Apex 72 offer? Apex 72 provides in person training, live online sessions, webinars, documentation, and videos. These formats support guided setup, scheduled learning sessions, written reference material, and self-paced viewing for teams that need product training and onboarding resources. Getting Started and Support ### What customer support options does Apex 72 offer? Apex 72 offers Email/Help Desk, FAQ/Forum, and a Knowledge Base for customer support. These channels give users direct help and self-service resources, but no reviewer feedback is available to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 1,329 Sales Force Automation reviews Capterra data shows that buyers of Sales Force Automation rank the following features as their top priorities: - **Customer Database** (**43%** of reviewers rated this feature as critical) - **CRM** (**51%**) - **Lead Management** (**39%**) Apex 72 supports all three of the features reviewers rate most highly: **Customer Database**, **CRM**, and **Lead Management**. Combined, these capabilities help businesses keep customer records organized, track sales interactions in one place, and manage leads more effectively, allowing teams to improve follow-up, maintain stronger relationships, and move opportunities through the pipeline with greater consistency. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity/News Feed Continuous profile-based stream of news and activity Activity Tracking Track and document all activities across devices, networks, and other systems Appointment Scheduling Schedule appointments via a calendar Calendar Management Track and manage schedules and meetings via an integrated calendar Client Management Manage contact details and communication with clients Apex 72 29 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Continuous profile-based stream of news and activity Schedule appointments via a calendar Track and manage schedules and meetings via an integrated calendar Manage contact details and communication with clients Provides a channel for team members to share AI models, media files, communicate, and work together Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Add customized logos and colors to align with company branding Alter the layout and content of reports Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Public or private sharing of digital files such as documents, audio/video, images, and more Establish measurable goals and objectives and track their progress over a specific period of time Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Boards that use custom metrics to show how leading performers compare to other individuals/teams Access software remotely via mobile devices Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Tools designed to streamline the process of lead generation and management for sales teams Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Define, track, and/or automate sales activities and sales processes Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Create, manage and track all task activities and progression Track and manage the scheduling of tasks Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic $49.99 Per User,Per Month Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.