---
title: "Ambivo Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Ambivo Software - reviews, pricing plans, popular comparisons to other CRM products and more."
source_url: "https://www.capterra.com/p/10008599/Ambivo/"
page_type: "product"
language: "en"
---

# 

 Ambivo Software Review 2026: Features, 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)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Ambivo

## What is Ambivo?

Business Software with CRM for growing companies. Ambivo’s all-in-one digital SaaS platform provides automated lead capture, lead/pipeline management, social media integration, workflow automation, task management, invoice integration, integrated payments, lead & customer engagement, including chat, SMS and business phone, create any widgets with ease including forms, integrated calendars, file and document sharing, website chatbot, analytics, reporting, 100% white glove service

## What is Ambivo used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)[Productivity](https://www.capterra.com/productivity-software/)[Task Management](https://www.capterra.com/task-management-software/)

Top alternative

Featured

Overall rating

Based on 8 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$29.99

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 Ambivo?[Manage this product listing](https://www.g2.com/products/ambivo-com/claim_requests/new?auto=true)

## Ambivo Overview

Updated August 2026

AI summary

Ambivo is a cloud-based CRM platform for small, midsize, and enterprise organizations, combining contact and lead management, sales pipeline tracking, billing, and marketing automation. With features like real-time data, customizable workflows, mobile access, and integrations with tools such as Zapier, QuickBooks Online, and Stripe, it supports sales, productivity, and communication across multiple business functions.

## 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.

### Ambivo

4.9 (8)

VS.

[4.7 (2,747)](https://www.capterra.com/p/140363/HouseCall-Pro/reviews/)

Starting Price

$29.99

Per User, Per Month

Starting Price

$79

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.9 (8)

Ease Of Use

4.6 (2,717)

Value For Money

5.0 (8)

Value For Money

4.6 (2,492)

Customer Service

5.0 (8)

Customer Service

4.7 (2,617)

## Ambivo alternatives

[4.5 (178)](https://www.capterra.com/p/225762/Accelo/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.7 (707)](https://www.capterra.com/p/152997/BirdEye/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)

[4.4 (5,858)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

Starting price

$50.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/157279/Dynamics-365/)

[Tall Emu](https://www.capterra.com/p/125630/Tall-Emu-CRM/)

[4.2 (41)](https://www.capterra.com/p/125630/Tall-Emu-CRM/reviews/)

Starting price

$95.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/125630/Tall-Emu-CRM/)

## FAQs about Ambivo

Overview

### What company size and specific industries is Ambivo built for?

Ambivo is designed for small and medium businesses as well as mid-market enterprises. The vendor description does not identify specific industries, so the product appears to fit organizations across sectors that need support suited to those company sizes.

Features and Usability

### What are the key features of Ambivo?

Ambivo offers CRM and sales pipeline management, plus lead capture, lead management, and opportunity management. It also includes project management, task management, calendar management, and reminders. Additional features include invoice creation, recurring/subscription billing, contact management, email marketing, reporting/analytics, and third-party integrations.

Integrations

### Which third-party tools and platforms does Ambivo integrate with?

Ambivo integrates with Zapier and connects to Google Calendar, Microsoft Access, QuickBooks Online, and Stripe. These integrations cover automation, scheduling, database management, accounting, and payments, giving Ambivo a focused set of third-party connections for everyday business workflows.

Answer based on 1 reviews

Getting Started and Support

### What training and onboarding options does Ambivo offer?

Ambivo provides live online sessions, documentation, and videos to help teams get started. Live online sessions support guided setup and questions in real time, documentation gives written reference material for self-paced review, and videos offer visual walkthroughs of features and steps.

Getting Started and Support

### What customer support options does Ambivo offer?

Ambivo provides Email/Help Desk, FAQ/Forum, and Knowledge Base support. These channels give users written help for common questions, issue tracking, and self-service guidance. No reviewer feedback about support experience is available, so support quality, response times, and helpfulness cannot be assessed from user comments.

## Features

AI summary

Based on 14,838 CRM reviews

Capterra data shows that buyers of CRM software rank the following features as their top priorities:

-   **Data Security** (**51%** of reviewers rated this feature as critical)
-   **Customer Database** (**52%**)
-   **Real-Time Data** (**56%**)

Ambivo supports **Real-Time Data**. However, it does not include **Data Security** or **Customer Database**. Instead, it offers **Contact Database** (**47%**) and **Contact Management** (**44%**), which still give teams useful ways to organize customer details and manage ongoing interactions. These features can help businesses keep records current, track relationships more effectively, and respond faster as customer information changes.

Contact Database

5.0 (7)

42.86% of 7 reviewers that rated this feature as important or highly important

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Contact Management

5.0 (7)

57.14% of 7 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Lead Management

5.0 (7)

57.14% of 7 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Email Marketing

5.0 (6)

50.00% of 6 reviewers that rated this feature as important or highly important

Create and send email blasts/campaigns

Reporting & Statistics

5.0 (6)

50.00% of 6 reviewers that rated this feature as important or highly important

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Lead Capture

5.0 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Automatically identify and save contact information of potential customers

Ambivo 83 features

### All Features
- Accounting Integration: Integrate with a third-party accounting system
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Attended Automation: Bots that work alongside humans on tasks that cannot be fully automated
- Automated Responses: Automatic reply functionality for incoming messages
- Billing Portal: Gateway through which end users can view past bills and pay current invoices
- Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
- Calendar/Reminder System: Notifications/alerts for upcoming events or tasks
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Chatbot: AI-based platform which conducts a conversation via auditory or textual methods
- Client Management: Manage contact details and communication with clients
- Code-free Development: Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- Credit Card Processing: Accept and process credit card transactions
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content
- Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Data Import/Export: Import and export data to and from software applications
- Document Storage: Store and organize documents in a centralized system
- Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period
- Dynamic Content: Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- Email Templates: Pre-made examples and templates for emails
- Email Tracking: Track delivered, received, and opened emails
- Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product
- Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events
- For Sales/Marketing: Used as a promotional or demonstration tool in sales and marketing presentations
- Forecasting: Form predictions based on past and present data/trends
- Generative AI: Use AI to generate content in the form of text, images, videos, etc.
- Intent Recognition: Helps understand a user's intentions/actions
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure
- Invoice Creation: Create invoices from scratch or have recurring invoices
- Invoice History: Store and view prior invoices for each account/client
- Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
- Lead Capture: Automatically identify and save contact information of potential customers
- Lead Generation: Manage the process of attracting and converting business prospects into leads
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors
- Marketing Automation: Automate workflows and trigger campaigns based on customer actions
- Mobile Access: Access software remotely via mobile devices
- Multi-Campaign: Manage multiple campaigns in one system
- Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
- Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
- Natural Language Processing: Process and analyze human language in text or audio form
- Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue
- Personalization: Adjust communications based on previous interactions or personal preferences
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Real-Time Data: Receive data and information in real time
- Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service
- Referral Tracking: Log and store the source of contacts/leads
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
- Sales Pipeline Management: Pipeline view and tracking lead status
- Sales Reports: Reports specific to sales analysis for trends and strategies
- SMS Marketing: Send promotional campaigns or transactional messages via text messages
- Social Marketing: Manage campaigns and track engagement for marketing efforts across social media channels
- Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
- Task Management: Create, manage and track all task activities and progression
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- To-Do List: A digital list of items that need to be completed
- Unattended Automation: Automate processes from start to finish without human assistance
- Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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Features

4.9 (8)

4.9

Based on 8 reviews

## Pricing

Value for money

5.0 (8)

Free Trial

Ambivo Platform

$29.99

Per User,Per Month

Value for money

5.0 (8)

5.0

Based on 8 reviews

## Integrations

[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Stripe](https://www.capterra.com/p/123889/Stripe/)[

Microsoft Access](https://www.capterra.com/p/233275/Microsoft-Access/)

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

Customer Service

5.0 (8)

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

Customer Service

5.0 (8)

5.0

Based on 8 reviews

## User reviews

Overall rating

4.9

Based on 8 reviews

Filter by rating

5(7)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

ES

Emma S.

Apartment Locator

Real Estate

### "Great and helpful CRM system - 10/10 would recommend!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 24, 2024

Pros

I like that I can keep track of who I've been in contact with, who has converted into a customer, and that I can log information into my client's profile.

Cons

Sometimes it feels like duplicate leads are not caught if they have the same number and name but different email.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

SH

Sarah H.

Apartment Locator and Relocation Consultant

Real Estate

### "Amazing Software!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 24, 2024

Has been very helpful and user friendly in my real estate career

Pros

Easy to use! Helpful system to see what prospects are looking for

Cons

Would love a way to time out next reach outs to potential prospects in an easy to find location

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

JP

Joe P.

Broker

Real Estate

### "Ambivo made my real estate brokerage easy to run! "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 22, 2024

Pros

It is a simple and user-friendly platform that offers all the features I need to run a business. I can keep track of leads, contacts and any companies I work with and they do a great job at keeping things organized and separated compared to most CRM.

Cons

Nothing stands out that I don't like as it has helped my business operations.

Switched from

[Follow Up Boss](https://www.capterra.com/p/130020/Follow-Up-Boss/)

Ambivo is much more affordable and much more easy to use.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CL

Courtney L.

Office Manager

Real Estate

### "Can't Function Without It!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 16, 2024

Easy to use and easy to customize. Its helps run daily business.

Pros

All the task work well together and are needed to keep our business running smoothly. We honestly couldn't do what we do without it!

Cons

I think there are still a few kinks that need to be worked out, but overall the product works really well.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

January 18, 2024

Courtney, Thank you for your review, we are glad that it has been such a huge help to run your business. We know how important having a system in place is for a business and we are glad to hear you have been using our software and can't live without it.

AA

Amanda A.

Apartment Locator

Building Materials

### "Ambivo is Awesome!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 9, 2024

Great, not many issues. The app is not as functional as the web browser, but as to be expected.

Pros

I love how user-friendly Ambivo is easy to understand and use.

Cons

Nothing in particular. It is just simple. I could see someone not liking that, but I like it.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

January 18, 2024

Amanda, Thank you for your review and glad to hear it has helped you run your business.

SB

Sara B.

Locaotor

Real Estate

### "Experience with Ambivo"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 9, 2024

Pros

This a great platform that has helped with my daily tasks at work.

Cons

The search tool could be improved to find clients within the database.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

January 18, 2024

Sara, thank you for your review and feedback! We are happy to hear how helpful Ambivo is for your work! We will continue to improve our system and will provide an update once the search bar issue is resolved.

RA

Rachel A.

Managing Broker

Real Estate

### "Ambivo Is My Amigo"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 8, 2024

Pros

As someone trying my best to keep up with how fast technology is progressing, but by no means a computer expert, I was relieved to find Ambivo. Ambivo has been helpful to our company since it is a CRM created with the user in mind. So often technology can feel complicated and CRM functions can seem difficult to understand but this is a straightforward CRM that anyone can learn and master very quickly. The organization and streamlined functions are designed to keep leads and clients organized and track their progress through marketing and analytics. These simple tools are helpful to keep our team organized and accountable and provide intuitive and simple lead-tracking systems during the generation and subsequent life of each lead and client. The customer life cycle is tracked from start to finish and tools are provided to easily reference the analytics over time. Using Ambivo is like having a part-time assistant for our company. It helps to keep our company organized and focused and leaves our sales team with more time to do what they love which is meeting new clients and making sales!

Cons

Ambivo doesn't have some of the generic bells and whistles of some larger CRM companies but in my opinion that can be a pro as well. The features it does have are tailored for the individual companies that subscribe to use it.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

January 18, 2024

Rachel, Thank you for your feedback, we are glad to hear how helpful Ambivo has been for your business!

LS

Lauren S.

Apartment Locator

Real Estate

### "Lauren’s review"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

January 8, 2024

Pros

The ease and simplicity. Easy to navigate

Cons

Seeing other agents clients/company leads. I’d only like to see my own info whenever I log in instead of having to select my name

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

January 18, 2024

Lauren, Thank you so much for your review! In regards to seeing company leads you will only see other leads if they are in the "Open" status. Reason for this is if the lead is not claimed and status changed it allows sales agents to reach out if there is no update or contact with the lead.

[View all Reviews](https://www.capterra.com/p/10008599/Ambivo/reviews/)

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