Who Uses This Software?

We serve businesses of all shapes and sizes. From independent consultants to billion dollar enterprises, Apptivo offers over 60 business apps that are highly configurable for most types of companies.


Average Ratings

336 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $10.00/month/user
    See pricing details
  • Pricing Details
    All apps included in one price. Get 2 months free when when paid yearly.
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Apptivo
  • www.apptivo.com
  • Founded 2010
  • United States

About Apptivo CRM

Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.


Apptivo CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

Apptivo CRM Reviews Recently Reviewed!


Making a small business look large and professional

Mar 23, 2019
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is easy and quick to punch out an invoice copying an old customer invoice and making a couple changes in the body the Output looks Professional when I bill my corporate clients. I like that if I get stuck, CHAT is always available and it's been quick to resolve my confusion or concerns.

Cons: Inconsistent features access between my Ipad and my windows desktop. The IOS (Apple) apps have improved since I started using Apptivo. Although I had to have two separate Apps on my ipad initially and it was confusing, the main app has bulked up to where I rarely need to get on my windows machine. But I'm finding I do have to still, like setting up recurring invoices.

Recording payments, seems to be less than intuitive, resulting in me over crediting an account and having to search until I gave up, trying to delete the twice or more extra payments due to some sort of lag from screen to screen.

My man complaint is lack of a simple calendar capability and it appears if I want it I'll be having to add Google G Suites, which is overkill. Apparently to make up for lack of feature capability in Apptivo, if I want to set up recurring invoices that utilize date features like 2nd Tuesday of every month or 4th Monday of the month. That will cost me $6 month from Google and I don't want or need all of the G suite features.

Overall: Very Happy with the product. It works well, year in and year out, and this year, I intend to learn how to use more aspects of it. It's a complete sales CRM and I don't really take advantage of that. I use it as an invoice generation tool. I am a loyal user and have no intention of looking elsewhere. BUT please think about that calendar feature. $60 and an invasive integration from Google, feels a bit much.

Vendor Response

by Apptivo on April 04, 2019

Hi Robert!
First of all, thank you so much for taking the time to post this review. Our team is so thrilled that you are so happy with our service and Apptivo
Sure we are taking all your feedback on enhancing the Recurring Invoices and Calendar capability into consideration and will work on it.
I am delighted to read that our support team provided excellent service. We would continue to give all of our customers with the same fantastic experience.
You can always get us on online chat (24/7) or write a note to support@apptivo.com.

Thanks again!

Capterra loader

Apptivo is All-Inclusive, Modern ERP Cloud App Done Right (Just Add Speed and GUI Refresh)

Jun 20, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: They do not nickle-and-dime you to death! One price includes everything. Their tiers are about number of users rather than adding/subtracting features. A more sensible model than some of the others.

I like how detail views are available from most places -- call logs, projects, tasks, and notes can be associated with a contact or company or opportunity.

The integration with email is excellent, right down to making it easy to connect your email boxes. One challenge I had that Apptivo solved for me was how to keep emails related to a particular project or opportunity all together in one place. Apptivo does a good job of this by assigning codes (or project numbers), and allowing you to select whether or not the email you are writing is related.

If you are writing emails using some other application (your desktop client or cloud-based app), you can use the same code in the subject line and Apptivo will pull that email into the app, and associate it with the relevant modules (project, client, case, etc.)

Cons: Apptivo is reliable, doesn't seem to ever lose information, etc. but it is often as slow as molasses in an ice storm. Waiting is a no-no; constant waiting is a annoyance that has made me close the app more than once and come back another time.

Apptivo communicates improvements and changes on a regular basis, however, it takes Apptivo a long, loooooong time to integrate changes that have been requested by clients, and improvements overall.

The incremental changes they report on are good but they are really things that should have been implemented 4-5 years ago. An example of this is Stripe (payment gateway) integration. I requested it over and over about 3 years ago but it was just implemented last year.

They could do better with customization (esp. dashboards), reporting, data import, data export and speed.

Low scores on API/integrations -- they have an API but not many other services have developed integrations for it. Neither have they developed many integrations (except for Google products). Even their WordPress module is outdated, clunky. Also, connection to phone services (to take better advantage of the ability to log calls).

The interface still has areas that are clunky and unattractive (although, in defense of Apptivo, I must say the interface has improved in aesthetics, colors and icons in the 4 years I've been using it).

Overall: I was using Teamwork (formerly Teamwork PM) for project management, a local install of vTiger CRM for contacts and opportunity management, and myriad other cloud-based apps to pull together administrative activities.

I wanted an all-inclusive software with strong project management features that also allowed me to handle detailed invoicing and allowed customers to click a link to pay. Lastly, the CRM component had to be at least as good as vTiger (or Zoho CRM which I'd also given a trial run).

Apptivo satisfied these needs. Pleased with the CRM, opportunity management, project management, field service management, and billing apps (especially since they've added Stripe as a payment gateway).

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Very useful CRM, accessible from anywhere, good value for money

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The CRM functionality is intuitive to use. Not much setup is needed but still a lot of customization is possible. It can easily grow with the company and is accessible from anywhere. As a cloud based service you do not need to care about hardware, accessibility etc. Remarkable: There is an exceptionally responsive customer support. Overall very recommended for flexible startup companies.

Cons: While the CRM functionality is quite good the rest of the apps (like order management, invoicing, inventory etc.) are a bit limited in possibilities and use. As long as one is dealing within a single country this should be fine. As an international business with export to many countries there will be many compromises or workarounds. Especially regarding interaction with the customers (quotes, invoices etc.) the customization possibilities are very limited. From time to time new releases or features are deployed that can change appearance and functionality to the better or worse. While the response time of the customer support is better than anything else I have ever seen, the help with more sophisticated questions is often limited and needs long explanations. Fixing of bugs can take very long. Overall the software feels a bit slow.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Why I am choosing Apptivo

Feb 22, 2015
5/5
Overall

Comments: So, I have been test driving CRM's for the last 2 years. I have scanned and reviewed about 100 of the CRM's out there, and during the selection process only a few stood up to my requirements, being: -A solid sales pipeline (From lead to opportunity to sales to after-sales) -A great contact management system -The possibility to generate quotes that can be converted to work orders, to invoices etc -An integrated templated Project management system with pre-set task generation -Email (gmail) integration -Google apps for business integration -The possibility to add more functionality in the form of integrated apps when the need arises. At the end, and when all the nitty-gritty was tested, only 3 applications remained who were comparable, qua price and functionality. But where Apptivo stands out with head and shoulders above nearly ALL the CRM's I tested, is the quality and the availability of their support! As far as I know, ONLY Apptivo, has a free 24/7/365 online support chat from within the CRM, and I consider this as a huge plus point. I run a small B2B business supplying promotional products mostly in Southern Africa but rapidly growing and expanding our market. We are currently with six people, but I am confident that at our current growth rate, we will pass the 10 employee mark by the end of 2015. I have a deep passion for what I do and when it comes to the integration of a tool that in time becomes a keystone in my business, I need suppliers that share my passion. And this is exactly what the people of Apptivo do: Tested and proven, even today on a Sunday afternoon. Keep up the good work guys, I hope we will go a long way together! Edwin Spiessens Corp. Gifts and Gadgets cc South Africa www.gifts-n-gadgets.co.za Feel free to drop me any question at any time if you think I can help you by selecting a CRM: edwin@giftsngadgets.co.za

Pros: -A solid sales pipeline (From lead to opportunity to sales to after-sales) -A great contact management system -The possibility to generate quotes that can be converted to work orders, to invoices etc -An integrated templated Project management system with pre-set task generation -Email (gmail) integration -Google apps for business integration -The possibility to add more functionality in the form of integrated apps when the need arises. As far as I know, ONLY Apptivo, has a free 24/7/365 online support chat from within the CRM, and I consider this as a huge plus point.

Cons: If I have to say anything then it will be that the look of the user interface is a bit dull, but i will take this a hundred times to bells and whistles, and a quarter of the functionality and support!

Customer Support is very Responsive

Nov 28, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Our business started Apptivo when we were quite small, and there were several issues with the program when we first began using them. The support at Apptivo is awesome, every time that we have a difficulty using any of the programs feature, they have gotten back to us within hours or sometimes days. The recent issue with using their Ledger App took a bit longer to resolve but we enthusiastically appreciate their dedication to resolving the issues, and how thoroughly they did resolve it. The features we use most often include: Emailing Invoices and Estimates, keeping track of our Finances with their Ledger App, and keeping track of correspondence with Clients. There are some many other features to the program including tracking Inventory, tracking Accounts with Suppliers, and creating Projects with clients/collaborations with other professionals just to name a few. I will continue to use and support the Apptivo program. They continue to grow and offer more features, clearer and efficient options for tracking the growth of our business as it continues to grow!

Pros: Easy to use features - Sending out invoices - Receiving payments and notifications - Receving Emails and Client feedback - Tracking client info - Reviewing, Updating, and tracking Inventory and Accounts Payables. There are many other features but these we use in general.

Cons: Some errors with Invoices through paypal that require the client to input the info more than once, especially when there is Updates to the program. This has happened on some occasions, but is no longer an issue that we experience.

Recommendations to other buyers: Yes, great program for all your CRM needs.

Great way to track projects. A lot of features that can be customized for your specific industry.

May 07, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Being able to put numerous fields to retain all project information in several different formats. Ease of reporting by exporting data to excel and going from there. You only have to use what you need. Disabling certain apps prevents you and users with too much information. Great selection of apps to customize for each business. Really enjoy the product!

Cons: Invoicing is very basic. Not able to use it if you bill hourly. Not enough 1:1 support for highly complex project system setups. Need more reps to have access to custom care. Had pitfalls in reporting, but were addressed fairly quickly, but set us back as a company. Needing to double check items saved in the project you just updated, some data doesn't get saved on the first try. Not being made aware of when enhancements are made and what new features now exist. Reporting on specific users projects - needs ability to set priority is assigned roles and see those rankings constantly.

Overall: Being able to see any project at any given status at any time.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

All-in-one ERP - broad coverage at a reasonable price

May 14, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: An extremely broad range of applications. Apptivo beats most competitors in this respect; it really is an 'all-in-one' ERP in fact - not just a CRM. At the same time Apptivo is excellent value for the money. The 'in-app' live chat support is especially helpful, as you can deal with issues as they occur. The pricing is per user, broadening the base of potential organizations who will find Apptivo appealing from the outset, and scaling as the organization grows larger.

Cons: Being a 'jack of all trades', Apptivo cannot be expected to excel in every area. Some features - such as the two Wordpress plugins - seem neglected and are seldom updated or promoted. Given the popularity of WP it seems to be a missed opportunity to expand into the help desk market. Another example would be the customer portal, it seems a bit awkward. The customer must sign-up through Xinnect and then Apptivo as well to access their portal, even though Apptivo might not be relevant to them. It is also difficult to control exactly what clients will see, and they are shown a lot of irrelevant fields, even though there is a rudimentary role assignment mechanism. Combining this with cases (tickets) and answers (knowledge-base) should in theory provide an alternative to a help desk, but it is a long way round.

Overall: All-in-one business software, good support and value for the money.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Capterra loader

Great experience

Feb 20, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to use, flexible, great value for money, great support (very friendly and quick), easy to import/export your data back into Excel.

Cons: We found a few small glitches (no space between "Mr." and "Name" when exporting the fields; or one functionality in invoicing did not work), but the support team was very quick in fixing those.

Overall: We are a small & medium company located in Europe with subsidiaries in US and Asia. We were looking for a provider which could (1) allow each subsidiary to view each other's customers (to increase the lead generation); (2) enable us to standardize our data (previously we were entering data into Excel without proper format); (3) facilitate data analysis and (4) enable us to streamline and automatize as much as possible the process from price offer to invoicing.

After extensive research, we selected Apptivo for our CRM solution. Having to deal with lots of lists of companies from different countries, dealing with multiple currencies, it was not easy to find a CRM which is easy to use, affordable and yet can meet our demand. We have been using Apptivo for one year now and we are very happy with our choice. It was a necessary step to professionalize our business process.

There is probably much more we can do with the application which we haven't explore yet. We are now using CRM, HR, Suppliers, items and Invoicing app within Apptivo.

Vendor Response

by Apptivo on March 26, 2019

Hi Olivier!
First of all, thank you so much for taking the time to post this review. Our team is so thrilled that you are so happy with our service and Apptivo. I am very glad to read that our support team provided great service. We would continue to provide all of our customers with the same amazing experience. You can always get us on online chat (24/7) or write a note to support@apptivo.com.
Thanks again!

Capterra loader

Best Bang for the buck on the market! Adaptability and ease of use with scalability!

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of USE and layout modifications! The layout is so easy and adaptable to collect the information simply from other users. Databases are only as good as the information you put into them. Apptivo makes it so SIMPLE getting the info in and thus making it powerful!

Cons: Very few, because it is cloud-based they are constantly adding customization features and options and sometimes the functional icons show up in the Customization Settings of the Administrator and there is no documentation for the new functionality as of yet. I would much rather have this problem than them not update the customization functionality though. This database is unbelievably scalable and constantly improving!

Overall: Functionality and accurate data collection that was flexible to meet my needs! Hands down the best solution on the market for the price point!

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

I have utilized several CRM solutions and the Apptivo CRM solution is a great solution for it's cost

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Apptivo CRM is easy to use, and makes available lots of functionality to pick and choose from when building a customized solution. Apptivo's customer support is excellent, responsive, helpful and does a great job supporting me when I need help.

Cons: For non-technical users, modifying the screens to build a customized app, can be a challenge. However, Apptivo customer service is ready to jump in and help when needed. Customer support is accomplished via chat window, which can be tedious. However, Apptivo makes available voice support when requested. And, they provide lots of You-Tube based videos to demonstrate how to modify functionality.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team ApptivoThank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

It literally saved my hours and hours of precious time!

Sep 24, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
Likely
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Pros: It helps to manage customer relationship, campaigns, billing, and invoices. This is helpful to manage payment and tax department very smoothly which is important for any business. It further helps to organize the calendar for all business activities and keep a record of all the important contact details. Document management is another key feature. All the important documents related to the business can be kept safely in a virtual location. It caters to widespread businesses like the travel industry, retail, and wholesale industry etc.. All important activities of a business can be interlinked with the help of this application. We can enhance our productivity with this effective management application.

Cons: When we started, our time zones were just IST and when employees from another part of the world started to sign up to the CRM, we faced a lot of problems to set autoresponders at the correct time. The time and date format don't change according to the location.

I like Apptivo, but have found it to have lots of glitches and is very slow at times

May 04, 2018
4/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: The concept of the software is great... it is very integrated and it seems like the owners are always trying to improve the program.

Cons: The problems are the number of glitches experienced; the difficulty in getting issues resolved; the fact that the program can be very slow to respond. Right now, for instance, when I click on an email sometimes it opens up and sometimes it doesn't. Not sure what is causing this, but it is extremely frustrating and inefficient. I tend to do things in Google. I am seriously considering abandoning Apptivo.

Overall: Apptivo helps to keep my partner and I organized. We particularly use the email and notes function. We are a builder, so everything is organized around projects. The scheduling program is terrible, by the way.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your review! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Capterra loader

Perfect for any business

Feb 05, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: You can find many CRM softwares, other project management softwares, and yet other accounting software. Apptivo brings all these features and more into one platform. While maybe not the easiest to use, it is due to the vast capabilities and customization features of the software. I don't have an IT staff and am an individual business owner but I was able to get everything set up for my professional services related business. I am extremely satisfied with the fast assistance by email, phone, and chat with the support staff, I couldn't have done it without them.

Cons: I wish the person completing the trial demonstration could also have done a very advanced customization demonstration or I could have schedueld that for the future. I attempted multiple times to customize apps myself and ended up duplicating features and the original feature was better than what I did in the first place.

Overall: I have only used a handful of the features so far, however, I am happy with what I have, I was looking for a solution like this as I grow but don't have the resources to generate a custom solution. This was the perfect fit, it hosts all the information of expense reports, projects, invoicing, licensing, provider payments, staffing, etc. in one place to review so things don't get lost through the cracks.

Vendor Response

by Apptivo on March 26, 2019

Hi Brett!
First of all, thank you so much for taking the time to post this review. Our team is so thrilled that you are so happy with our service and Apptivo. I am very glad to read that our support team provided great service. We would continue to provide all of our customers with the same amazing experience. You can always get us on online chat (24/7) or write a note to support@apptivo.com.
Thanks again!

Its the support that makes all the difference

Mar 14, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the way you can enable just the bits you need. I started with just invoicing and am gradually enabling the other elements as I need them. That way it doesnt blind you with too many options whilst you learn to use the system.

Its the support that really makes the difference in this product. I have had lots of questions and I have all these answered quickly via the chat function. No question is too much trouble and considering the very affordable price its unbelievable.

Cons: I cant think of many really. Occasionally its a little slow and sometimes I get the odd glitch but nothing to really worry about.

Overall: Fastastic experience overall. Great documentation but I just use the chat support and they usually direct you straight to the article I need. I intend to gradually introduce all the functionallity into my business.

Vendor Response

by Apptivo on April 03, 2019

Hi Ed!
First of all, thank you so much for taking the time to post this review. Our team is so thrilled that you are so happy with our service and Apptivo.
Our apologies that you are facing slowness with our tool. We are working to optimize the speed and stabilize it without any further glitches.
And I am very glad to read that our support team provided great service. We would continue to provide all of our customers with the same amazing experience.
Thanks again!

The interface, functionality and configurability of Apptivo CRM is superb.

Apr 30, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The heuristics of the interface provides the user with an natural environment to learn and work within. It's configurability is superb and it's modular functionality provides the right amount of compartmentalization that allows the user to focus on just the features the need. This enhances navigation and the user's learning curve. On top of all this, Apptivo provides top notch support, even through the trial phases of their product. Their support representatives are online 24/7, and in one instance, Mani provided me an upgrade and customization for my particular application. With such competent and helpful free product support, I have total confidence in our companies ability to roll out a great implementation of CRM. All of the features we desire are available on a mobile platform, so we really couldn't ask for much more.

Cons: A few minor quibbles, none functionally inhibiting. In creating views the product automatically alphabetized them and I would have preferred to display them in a custom order. Between Apps, which are really views, their is not a 2-way synchronization of fields, only a one-way push is offered. The product keeps a history of all changes, so we have yet to notice weeknesses in how user accounts are handled.

Overall: Quick setup, compartmentalized functionality so we can add features as we go along, and of course the ability to track our contacts, customers, and sales. This makes it not just a CRM system, but also an invoice and accounting system and reporting tool. At its price point, its features and full support, it is hard to beat.

Capterra loader

Apptivo is Awesome

Aug 21, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Apptivo provides an excellent CRM for us to schedule emails and send a personalized email to several people at the same time. We schedule meeting reminder emails and workshop reminder emails all through Apptivo.

Cons: Customer support is lacking and the software is not very intuitive. It seems as though customer support is outsourced and that the CSR's don't know the product very well. Apptivo does not have a lot of instructional videos on Youtube and their written support is hard to locate.

Overall: Overall, I love the product now that I have learned to use it. I just wish that it were more user friendly in the beginning and that the customer service were more helpful when I want to learn something new. I have been hindered in learning how to use other apps within Apptivo because I don't want to go through the hassle of dealing with customer support.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about your issue with our user friendliness and customer support, we are working towards improving it. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

I have been using Apptivo for 5 years now. Very good overall!

May 04, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Simple

It is growing in terms of features

It allows managing a complete end-to-end company

Invoicing App is very simple and powerful.

Mobile app works fine

Cons: Sometimes it is slow

Some Apps are very basic

Documentation is very simple, basically the screenshots

Personalization could be complex

Overall: Integration, control over my process, paper reduction, information available always, on the go, basic reporting, personalization and company branding, professional presentation of my company, cost control,

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Apptivo Rocks!

May 20, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Features - This is a one stop shop. Marketing, Sales, Telephony, Shipping... the list just goes on and on. I don't there is a need to sign up to a separate subscription for other services. Apptivo has you covered for everything.

Price - Amazing...so much for so little. I don't believe another platform offers such value for money. The closet is Bitrix 24, but you have to sign up for at least 5 users to use all their functionality like Google 2-way sync. So although good, not the best if you are just starting out.

Customization - This app allows you to add fields, change the layout and do pretty much what you want in terms of one wishes to use it.

Integration - integrates with all the major platforms and has some great 3rd party plugins.

Support - 24/7 and immediate. No waiting. Brilliant. Support team is particular helpful

Cons: I think the U.I could do with a refresh

Document support for uploaded files is a little limited. The software would be perfect if it had a viewer support for Word docs, etc. What this means is that any uploaded document, has to be downloaded in order to view it. This is clumsy....but a small price to pay, for what is very good software in nearly all respects.

Overall: Very, very good. It is really hard to find fault. A brilliant company, very good software and a really responsive help desk that can answers questions, 24/7. What is there not to like?

WELL DONE APPTIVO....(just address my two little 'cons' and you have a PERFECT platform).

We recently started to use it. So far, so good

May 03, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: Can access all areas of our business - Sales, Projects, Tasks etc. I like the ability to create Project Templates

Cons: We have to create Custom Lists for common views like Opportunities > Open> Sorted by close date. A pretty common KPI. We then have to export it just to view it on a weekly basis for staff meeting. A few steps to get standard data. Same with Open Projects, sorted by Due Date

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

I like using Apptivo better than my previous software salesforce, it is more intuitive.

May 07, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like that we can convert from estimates to invoices, it saves dual entry which for a salesperson is key. I am able to create these estimates very quickly and turnaround time is crucial for my customers.

Cons: I think it would be nice is apptivo made updates and releases/improvements to the software regularly and informed the users of this via a monthly email or newsletter. It is easy to get stuck in a rut of doing the same things in the system and I may not be getting all the functionality that the software has to offer.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We have started sending out newsletters as you requested and we hope you like it. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Excellent Product, Excellent Support.

Mar 16, 2015
4/5
Overall

4.5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the fantastic support, customizable forms, and employment management. These features are really well put together. On the topic of customizable forms I'll just add that you can create a form that is as extensive (or simplistic) as you need. The search function for forms is fantastically easy and advanced search gives you the option to search for any data in any specific form you have which is really really good.

Cons: There are a couple changes needed for me to rate this 10 out of 10. I love this software, but until the following issues are fixed, we will continue to have a few frustrations with using it: -You should be able to sort every column A-Z (or by date oldest to youngest) and vice-versa not just "Standard attributes." -Again around filtering, if you create an input box for a date, not using the 1 standard attribute "Date Completed" Lets give the example of using a new field you create called "Sales Presentation Date". You can't sort the data by a range of dates. You can only do this for the 1 standard attribute field "Date Completed". We have several date fields that we NEED to be able to filter the range with (e.g. to find out how many sales visits a salesman has been on during a specific month), but we cannot do this because we cannot sort or filter by date range. -Lastly the inability to PRINT directly from Apptivo is just frustrating. You have to export it to Excel (which should be a separate button and not part of a drop down menu) and then print.

Recommendations to other buyers: You can customize this software to do almost anything. It doesn't have calculation functionality yet so that is about the limit. The only other thing you'll have to consider at the moment is if you are doing a lot of date ranges searches, then you'll have to make sure you have a workaround before going ahead. Besides that, we love using it! And it's stupid cheap! Give it a try, you wont be disappointed!

Central to my operation

May 05, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money

Pros: Apptivo does everything that I need for my business. It's simple to configure and has all the functionality essential for my business. I like its completeness and how all the modules are integrated

Cons: The mobile app is very limited and does not have the functionality of the web app. For a small business that operates on the go this is not ideal

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Nice features. Great support

Oct 27, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The support is great. I can get to an active chat and they answer my questions instantly. The feature set covers most of what I need and the pricing is great. A great value when you compare it to Salesforce.

Cons: The features are not as extent as Salesforce but you can't beat the pricing for a small business.

Overall: They have been a dependable partner for over two years now. Never had any downtime and it works as advertised.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

I am happy with the service as it meets my requirements

May 07, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I needed a CRM system that I could import existing data and then also create campaigns. I also wanted quite granular segmentation capabilities. I started with the free version and after a few days went for the paid option as I wanted to do some customization. For the price I think the service is very comprehensive and when I have asked for support it's been helpful and met my requirements. There are modules / components that I have not yet used but I like knowing they are there if I need them. The product video's online are very helpful. I should have started with them so some mistakes where made.

Cons: I often want to set up a calendar entry in different outlook mailboxes. Ideally I want to copy an address associated with a contact. However when I click on the address to copy and paste into outlook calendar the option take me into edit mode which take me longer to copy and paste as I have to copy a few times. Otherwise I have no other issues.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Almost there!

Jul 20, 2015
4/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: Great product. Some of the must have features for our business are still a work in progress, but once they are available - I'd jump on this product. Things we need are pretty minor, but hope they get the attention it needs:

- Need timesheets to require a customer input. Currently timesheets can be created without a customer and that creates problems, since approved timesheets cannot be edited or deleted.

- Need to be able to enter timesheet involving multiple customers/projects in the same period. Currently, users have to enter multiple timesheets for the same period if they worked on different customers

- Our timesheet periods are set to weekly, and our week begins on a Monday. But it doesn't force the users to have a Mon-Sun period. They are able to submit time that begins in the middle of the week (Thu-Wed).

- Once the above timesheet changes are implemented, would also like to see a user being limited to one timesheet per period. Don't want duplicate timesheets unnecessarily, specially since they cannot be deleted once approved

- For a service oriented business, we need to be able to track an employee's time such that it gives us cost, as well as earnings, so profitability (and payroll calculations) become easier.

- When each employee signs up, they have to go add each app that they have been given access to. This adds a lot of training and onboarding overhead to us. We'd like to be able to add apps to employees' accounts at an admin level, so they just have to log in and start using the apps

- Similar to the last point above, we would also like to be able to control the look/feel of each of our employees' accounts. We've setup the color schemes to match the company brandings, but they don't reflect in our employees' logins.

Other than these missing features, it's a great product! The customer support is exceptional. I've never seen such a dedicated support staff who is available to answer questions and help you get started so quickly.

It didn't have all the features we needed but they were working on it.

May 01, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The Support staff were helpful and available. It was easy to use and the features were nice options.

Cons: You had to add the same information each time you added an app, this made it time consuming. Such as Templates for Email, I had to add it to the Email section, the Customer Section and then again to the Contacts section. It would have been nice to have a Universal Email template area so I could input them Once and choose throughout. Also, some functions for the Funnel system and Search engine wouldn't be Universal enough, so I had copies of people in each section so I could do a search or Report in 2 different areas for One customer just to get the complete information I needed. Search, and Reports should have the same options regardless of where the Customer is a Lead or transferred into a Buyer. This was annoying.

Dont waste your time and money

Mar 20, 2019
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Comments: Attention Management & Bastin Gerald, I want to start by saying every time I have had to use your tech "support" I have been incredibly underwhelmed. Out of the 5 - 6 times I have been in need of support I have ended up having to solve the issue myself because of the ineptitude of the tech support. In the single case I could not figure out the issue it took your engineering team over a month to get back to me with a response of "We don't know". This time around I was hoping that things might be different, but if I can say one thing about the staff at this company its that they are consistent, consistently bad at their jobs. I can say after 4 months of using your CRM that it is subpar, your sales team lies and your tech support is worthless and is never even able to answer the phone. In short, your CRM is Worthless and so is your tech team. Except the one woman you have working in sales who seems to be the only person I can get a hold of, she is polite. Apptivo is cheap, but in this case your not even getting what you pay for. You can find the same functionality and capability with excell or word. Don't waste your time or money with this company.

Pros: Nothing, its incredibly basic with little functionality and few integration.

Cons: The CRM and Staff. Its not even able to link with Gsuit without you having to allow gsuit to trust "unsafe apps"

Vendor Response

by Apptivo on April 15, 2019

Hello Adam,

Thank you very much for your feedback. I apologize for the bad experiences you encountered with our Support team.

I just wanted to respond to a few of the points you¿ve mentioned:
We have updated the GSuite integration to pass through OAuth as opposed to IMAP (which was originally the reason for the flag), so that problem shouldn¿t persist anymore.
We take your critical feedback of our response very seriously, and would like to understand how it can be improved. Helping customers implement the CRM is an enormous priority and we would really appreciate a call with you to learn more about how we can improve.
One of the concerns you raised earlier was related to unsatisfactory documentation regarding our RingCentral integration. We are actively adjusting the information provided so that it is clear and accurate.
We would love to get another chance to hear where we fell short and attempt to show you parts of our system that could dramatically improve your activity management experience. If you have some time available, we¿d love to hear from you. Please feel free to reach out by emailing us at success@apptivo.com.

Sincerely,
Anand Narayanaswamy
Director and Head of Client Services

I've been using this software for 2 years. Feels good

May 04, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Integration to offer apps. We use RingCentral to make and track calls. We also use the email function

Cons: The support is tedious. They prefer a chat format that takes 3 - 5 minutes before they respond to a question. Almost always they ask the same questions over and over. Support is over seas

Overall: Inexpensive

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Great way for multiple people on a team to manage and use contacts

Dec 12, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Apptivo is a program that our ministry uses to keep our subscriber addresses organized and updated. We have several people on our team going in to make changes on a consistent basis, and this program helps track who has changed what and when. Also, we have multiple lists with thousands of addresses, and it can handle the large volume.

Cons: The only con I would state is that we use abbreviated states in order to send mail cass certified. Apptivo uses the full name of states, so we have to use formulas when we export to Excel in order to print labels correctly. It can be a hassle.

Overall: This software is key to organizing and maintaining addresses!

Very Helpful

Mar 13, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to use. Easy to configure. Easy to get support. Those are the most important things that a platform can offer.

Cons: When working with templates, it can be a bit confusing but with support on standby, it can turn out to be an experience that isn't difficult.

Vendor Response

by Apptivo on April 02, 2019

Hi Jordan!
First of all, thank you so much for taking the time to post this review. Our team is so thrilled that you are so happy with our service and Apptivo. I am very glad to read that our support team provided great service. We would continue to provide all of our customers with the same amazing experience. You can always get us on online chat (24/7) or write a note to support@apptivo.com.
Thanks again!

The best support I've ever experienced!!! I'm talking 7 days a week 24 hours a day

Mar 24, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Apptivo is by far the Best CRM and Financial, Apptivo is freaking Amazing & Awesome!! I truly Love Apptivo!!!

Ricky Bobby

Cons: My lack of knowledge, but it is easy to use.

Overall: It is absolutely not only the heartbeat of my company, but now I also use Apptivo for my personal use.

Vendor Response

by Apptivo on April 02, 2019

Hi Richard!
First of all, thank you so much for taking the time to post this review. Our team is so thrilled that you are so happy with our service and Apptivo. I am very glad to read that our support team provided great service. We would continue to provide all of our customers with the same amazing experience. You can always get us on online chat (24/7) or write a note to support@apptivo.com.
Thanks again!

Started using Apptivo 3 years ago, Great financial admin tools and smartphone apps are handy as well

May 04, 2018
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Cloud based, User friendly and if you require something they will try to add it in. 24/7 live customer support.

Cons: You can do a print out of all payments received if you have many clients (per invoice only), time sheets will only be specified on the invoices if you do it one week at the time.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! . Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

This has been such a great site to use for us to record customers and make sure to follow up

Jul 25, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Love how they have the follow up option, I depend on this on when to follow up with my customers

It is easy to use and get data about the type of clients we have

Cons: I wish it was easier to link so we could have sales, manually updating that is a pain, also wish that it had more options on types of customers we can put them under

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about your experience with the manual updating and we are looking into that. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Awesome way to house my clients.

May 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: What I like most about Apptivo is the calendar for scheduling my clients and how the CRM software makes it easy to navigate to the clients uploaded files.

Cons: I wish that we could eliminate the am hours that shows up on the calendar. I have tried to figure out how to eliminate like 1am to 7 am.

Overall: I am able to add customers to the database and then go back in and update their charts from any location that I am at. I love it.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Like that I can access from a mobile device

May 07, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Quick connections - no hang time...format is easy to follow, learning curve is very quick and help chat is a huge plus.....Mobile device connect is seamless , even on a smart phone

Cons: Adding contacts individuals - address and main phone numbers are not migrated from the Company of at lease the option.......

Overall: Mobile access in a easy to use format.... just need eda simple contact management program where daily notes and quotations can be stored.... Don't need or want the fluff that doesn't help sell products for our organization...

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Apptivo CRM Rocks: Cost effective, intuitive and great support

Apr 25, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to implement, import contacts and track success opportunities. Apptivo is easily customized to accommodate your business.

Cons: You have to first understand that each section of the software is a separate app...good news is you can load the apps you need on a customized basis.

Overall: After having used Apptivo for two years now at two different companies. It was a great way to communicate seamlessly across our organization to communicate and track sales opportunities, responsibilities and follow up. It is extremely cost effective and customizable.

Vendor Response

by Apptivo on May 21, 2019

Hello!

Thank you so much for taking the time to post this review! We?re glad that you?re happy with our support team, find it customizable and easy to use. We exist because of customers like you. Again, thank you!

Team Apptivo

Capterra loader

Great experience so far. For my type of Business ideal

May 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Possibility to tailor it to a specific Business, the functionality, Ease to Use, Layout, various search functions, etc.

Cons: - Opportunities section could be enhanced by beding able to create reports for a specific product. for example:

-Performance Report, Pipeline by Stage, Sales Funnel, 12 months Pipeline etc. not only for "All opportunies, but also for specified and pre-defined products

Overall: CRM System is very useful to Support a systematice sales process.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Excellent CRM with a rich feature set, that just needs a visual update

Apr 14, 2019
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Apptivo has so much included for a very fair price - Leads, Opportunities, Projects, Item Tracking, Customer Portal and so much more. The support is a live chat from within the CRM so it's so easy to raise an issue. It's generally reliable and easy to customise.

Cons: Sometimes can run slow during peak periods (US time) so can be slightly annoying. The GUI is good, but could use with updating.

Overall: Excellent CRM with a rich feature set, that just needs a visual update

Vendor Response

by Apptivo on May 21, 2019

Hello Louis!

Thank you so much for taking the time to post this review! We are glad that you?re happy with our support team and find Apptivo easy to customize. We are continuously trying to improve Apptivo and will collect this feedback to notify our teams. Again, thank you so much!

Team Apptivo

Customer management can be made better by using Apptivo.

Aug 05, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: All the features come at a specific fixed price. This application can be especially favorable to startups. Contact information, emails etc are arranged in a very neat order and can be easily used without any trouble. The support team at Apptivo is very helpful. They try to solve every issue put forward as quickly as possible. The application also shows efficiency in tracking clients and also deals with payments effectively. Since it is cloud-based, it can be accessed from anywhere.

Cons: The customization options are minimal. Also, there is trouble caused by bugs, due to which the software slows down in the long run. Many times, there is a need to add information on the existing data more than once, as it failed to get saved initially.

Capterra loader

Great value and functionality for the money!

May 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that I can customize the CRM to fit my specific needs. It give me many options for capturing data that I need to keep track of my business. I like the ability to be able to filter reports and keep track of revenue.

Cons: I wish I had the ability to mass delete information. It is very time consuming to delete each record one at a time.

Overall: Ability to track many aspects of my business with ease.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

A solid solution for managing clients and incoming cases for a quickly growing business.

Dec 12, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Apptivo was relatively quick and easy to install, especially compared to larger CRM platforms. It was easy to train out team and quickly take control of customer service and response time by turning every email into a case. Having an easy way to search cases/customers and have a history of all our interactions with them has made a great improvement on our business this past year, particularly during our busy season.

Cons: There needs to be a way to file archived emails and we wish the email app and CRM cases app were interlinked.

Overall: Managing our customer service and response time.

Good but so much opportunity to be so much better

May 16, 2018
2/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: I can adapt it to my needs.

I feel that when I make a suggestion for improvement it will genuinely be listened to.

Cons: There are a lot of bugs - this is why I have marked the overall quality down. We are always creating something and then it crashes, or it wont save and we have to start again. Or emails never arrive which causes big problems. Whenever there are updates, something unintentional seems to get affected. Perhaps more testing before going live. It feels a bit unprofessional sometimes.

We can't test our own changes, so when I am updating things and people are using it, it can be disruptive. I really need to make changes and test before going live.

The support is not always perfect. Some times its great, but sometimes I am not understood. The right intentions are always there though.

Vendor Response

by Apptivo on October 11, 2018

Hi Mike,

The only way to achieve this would be to have another account that you can use as a test account. It wont have all your production data, but you can certainly use that to test out config changes.

For enterprise accounts (larger than 250 users) we do provide multiple dedicated environments as its pretty normal to have dev, QA and production accounts in that setting.

We are constantly working to improve the quality, while keeping the pace on new features. I totally understand when some of these new releases cause disruption to existing processes, but we are working to make these changes as seamless as possible.

Thank you for your feedback though. We'll continue to refine our execution.

There are no software solutions that provide everything to everyone...but this one is close

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Tracking Sales Opportunities and keeping all information in one place. It even has a document depository which is quite helpful in sharing information.

Cons: The social media monitoring in the CRM feature is lacking or non existent. There are plenty of insites that can be gained by looking at a potential customer's LinkedIn account

Overall: Keeps us well organized and tracking towards are monthly sales goals

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Brilliant Software with Fair Pricing

May 03, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very good feature set with lots of modules. Possible to even create custom apps / integrations. Mobile apps are very good. Support is brilliant - Live Chat is built in to the CRM.

Cons: Some times there are little bugs that can appear e.g. the text changes font/size when typing which can be annoying. Sometimes it can be a little slow.

Overall: I use the CRM daily to enable our business to run smoothly.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Capterra loader

Able to run n my whole business within a single app.

May 04, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Turning a lead into a contact, into a customer, into an opportunity. Create a quote, with all the customer info in minutes from my built-in pricing.

Cons: I would like to be able to convert a quote into an invoice with the ability to modify as needed to add items and edit.

Overall: No lost opportunities, better tracking and follow up. Everything within a single application and more presentable documentation.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Super affordable, I appreciate how robust it is regarding customizations

Jun 25, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Capturing information is very straight forward, and laid out in an intuitive format. Learning curve is very easy! Our team is adopting this tool.

Cons: At the beginning, it seemed very buggy, but they've made great improvements. Honestly, the toughest thing was getting people to change their ways, but customer support was integral to this process.

Overall: This CRM really streamlined how we collected and reported data for expense reports.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Best service we started with when starting our company. very intuitive.

May 01, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease of use and the cost is minimal compared to the features you are getting in the package. Invoicing feature is excellent as well.

Cons: A little slow when for example creating an invoice and sending to customer. The actual customer, business relationship is confusing when adding contacts and companies.

Overall: total control over my business contacts, and invoicing system.

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Software is great. There a handle of very basic things that have need to be addressed.

May 01, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: How customizable it is. It feels like it's my personal software specifically designed for my company's needs. And all the different app you have.

Cons: There are very basic things that have never been addressed. For example, the Company Name field in google contacts does not sync with Apptivo. So if I put a company name in the google contact nothing comes over to apptivo. Also, you can't schedule a reoccuring event on the calendar, why?

I come across silly stuff like this all the time.

Overall: Able to create a customized template that works for my company

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

it has been very good.

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: ease of use, phone app prompts you to record to leave note. I also like the notes within the task and then how all of the notes fall under the one client

Cons: cant sort customers based on multiple tags. If for example I wanted all of my clients that liked golf and were in zip code 46074. I cant sort for that.

Overall: time management, organization, piece of mind

Vendor Response

by Apptivo on December 12, 2018

Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Overall, basic functionality is solid. Customization and depth of UX is lacking.

May 01, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Simple, cost effective and somewhat customizable. The interface is straightforward, and the app is pretty user friendly. A simple, clean alternative to salesforce.

Cons: Support is bad-- language barrier. Has many functions that I simply don't use. I am in commercial real estate and some of the sales cycle tools simply do not apply

Overall: I was able to organize my prospecting efforts effectively.