# Apptivo Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of Apptivo Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Apptivo Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/p/228752/Apptivo --- # Apptivo Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 14, 2025 Written byLisa Morris Lisa Morris Lisa Morris is an associate principal analyst at Capterra, covering the healthcare and medical industry, with a focus on technologies impacting independent practices and mental healthcare, such as electronic medical records and practice manage... [See bio & all articles](https://www.capterra.com/resources/author/lmorris/) Edited byNiels Juist Niels Juist [See bio & all articles](https://www.capterra.com/resources/author/niels-juist/) Written by [Lisa Morris](https://www.capterra.com/resources/author/lmorris/) Lisa Morris is an associate principal analyst at Capterra, covering the healthcare and medical industry, with a focus on technologies impacting independent practices and mental healthcare, such as electronic medical records and practice management tools. Edited by [Niels Juist](https://www.capterra.com/resources/author/niels-juist/) [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Apptivo Apptivo Overview: ### Key takeaways Insights from verified Capterra reviews Apptivo helps small businesses manage customer relationships, track sales, and automate workflows across departments. It’s most used by administrative staff, entrepreneurs, and IT teams. Reviewers highlight its customizable contact management and responsive support. Some cite slow performance and email integration issues. Recent updates include CPQ tools and advanced reporting features. ### Our verdict Apptivo is a practical choice for SMBs that need customizable workflows and daily CRM use without committing to high-cost plans. While setup may take time and some features feel dated, the platform’s flexibility, integrations, and automation tools offer long-term value for growing teams. Overall rating Based on 708 user reviews Reviews sentiment Positive 91% Neutral 7% Negative 2% Pros & cons Responsive customer assistance team Extensive customization capabilities Frequent software glitches Email integration limitations Starting price $15 Per User, Per Month Free trial available 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... ## Apptivo alternatives Apptivo may not suit every team, especially if your priorities include faster performance, simplified email integration, or a more intuitive interface for managing marketing and reporting workflows. Explore other tools that align better with your specific needs. Highest Rated [4.8 (645)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/228915/Apptivo/alternatives/) ## Who uses Apptivo? Based on Capterra reviews from the past 4 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Responsive customer assistance team 94% positive reviews out of 277 Most reviewers describe customer support as accessible, knowledgeable, and quick to resolve issues or provide guidance. Daniel S Developer, 2 - 10 employees. "Integration with existing business functions was seamless with the help of customer support." Frequent software glitches 49% negative reviews out of 93 Some reviewers describe recurring bugs, slow performance, and disruptions that hinder smooth daily operations and productivity. Amanda O CEO , 2 - 10 employees. "sometimes it gives some errors and hangs and it is not possible to support it at the time" Extensive customization capabilities 96% positive reviews out of 90 Most reviewers appreciate customization, enabling them to modify features and layouts for specific operational needs. Email integration limitations 60% negative reviews out of 48 Most reviewers report email integration is unreliable, with syncing issues, confusing interface, and restricted platform support. Herman O Business Analyst, 11 - 50 employees. "The receiving email functionality is not great and we will continue using Outlook." Adaptable business management platform 96% positive reviews out of 25 Most reviewers find flexibility essential, allowing them to tailor Apptivo to diverse business requirements. ## Apptivo's interface Apptivo’s interface supports daily use with customizable layouts and direct access to contact and account data, but some reviewers find the visual design dated and navigation unintuitive. Tiny input fields and inconsistent terminology can slow onboarding and reduce clarity during setup. Lisa Morris Reviewers say Apptivo’s interface allows for tailored workflows once configured, but setup can feel slow due to small input boxes and unclear field logic. Teams that rely on frequent updates or multi-step processes may need extra time to adjust navigation habits. Ease of Use 4.2 (670) 4.2 Based on 670 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Lisa Morris Apptivo’s top-rated features support daily CRM workflows by simplifying contact updates, tracking interactions, and organizing sales activity. They help teams maintain visibility across client relationships and reduce friction in managing customer data. Features 4.3 (615) 4.3 Based on 615 reviews The Apptivo features below were rated the highest by users. Our commentary is based on reviewer sentiment and collective feedback from reviews published in the past two years. Contact management 4.2 (128) 128 reviewers rated this feature Enables teams to filter, update, and maintain client records with ease. Reviewers highlight smooth sharing across departments and direct calling or emailing from the platform. Custom fields support tailored workflows. Interaction tracking 4.1 (64) 64 reviewers rated this feature Helps teams monitor client communications and follow-ups. Reviewers value the ability to log calls, emails, and meetings, which supports better continuity and accountability across departments. Contact database 4.1 (38) 38 reviewers rated this feature Supports detailed recordkeeping and flexible search criteria. Reviewers mention its usefulness for tracking activity history, customizing fields, and managing updates efficiently once setup is complete. Sales pipeline management 3.9 (74) 74 reviewers rated this feature Organizes leads and opportunities across stages. Reviewers say it helps visualize progress and manage follow-ups, though some mention limitations in reporting depth. Sales stage automation 0 reviewers rated this feature Enables teams to define custom sales stages and automate transitions based on triggers. This helps reduce manual updates, maintain pipeline accuracy, and streamline follow-ups across multiple deal stages. Custom applications 0 reviewers rated this feature Lets users build tailored modules to match unique business workflows. These apps can include custom fields, logic, and layouts, allowing firms to extend CRM functionality without relying on external tools. Custom charts/dashboards 0 reviewers rated this feature Supports visual reporting with configurable dashboards. Users can track KPIs, filter data by team or region, and surface trends using widgets that reflect real-time performance metrics. Marketing automation 0 reviewers rated this feature Allows teams to create targeted campaigns, automate email sequences, and track engagement metrics. This feature helps align marketing efforts with sales goals and improves lead nurturing. CPQ functionality 0 reviewers rated this feature Streamlines product configuration, pricing, and quoting within the Orders app. Sales teams can customize product bundles, validate compatibility, and generate accurate quotes directly from the platform. Sales stage history reporting 0 reviewers rated this feature Adds new columns to track the start and end dates of each sales stage, helping teams analyze pipeline movement and optimize deal progression. Reference field automation 0 reviewers rated this feature Improves trigger-based updates in the Work Orders app by ensuring reference fields sync correctly when related fields change. Sub-territory visibility fix 0 reviewers rated this feature Enhances the CRM app’s territory view by resolving display issues when managing large sets of sub-territories. All key features (84) Dashboard to view the status of ongoing processes, identify current incidents and track past activities 25.00% of 4 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 66.67% of 3 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 0% of 0 reviewers... Application programming interface that allows for integration with other systems/databases 0.00% of 2 reviewers that rated this feature as important or highly important Tickets are automatically assigned to specific agents based on predefined rules 33.33% of 3 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar 50.00% of 6 reviewers that rated this feature as important or highly important Synchronize with other calendars to view mutual availability and schedules 33.33% of 6 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks 41.18% of 68 reviewers that rated this feature as important or highly important Collects essential call data such as call origin, call destination, call length, and other transaction details 0% of 0 reviewers... Create a collection of marketing actions to complete specific goals and plan and analyze campaign results 100.00% of 2 reviewers that rated this feature as important or highly important Manage contact details and communication with clients 62.50% of 8 reviewers that rated this feature as important or highly important Manage and track all internal and external communication conducted via calls, email, text, or chat 50.00% of 2 reviewers that rated this feature as important or highly important Supports detailed recordkeeping and flexible search criteria. Reviewers mention its usefulness for tracking activity history, customizing fields, and managing updates efficiently once setup is complete. 38 reviewers rated this feature Enables teams to filter, update, and maintain client records with ease. Reviewers highlight smooth sharing across departments and direct calling or emailing from the platform. Custom fields support tailored workflows. 128 reviewers rated this feature Streamlines product configuration, pricing, and quoting within the Orders app. Sales teams can customize product bundles, validate compatibility, and generate accurate quotes directly from the platform. 0 reviewers rated this feature Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 68.42% of 19 reviewers that rated this feature as important or highly important Lets users build tailored modules to match unique business workflows. These apps can include custom fields, logic, and layouts, allowing firms to extend CRM functionality without relying on external tools. 0 reviewers rated this feature Supports visual reporting with configurable dashboards. Users can track KPIs, filter data by team or region, and surface trends using widgets that reflect real-time performance metrics. 0 reviewers rated this feature Track customer complaints from initiation through resolution 0% of 0 reviewers... A collection of customer information such as contact details, demographics, previous interactions, etc. 62.50% of 16 reviewers that rated this feature as important or highly important Access previous interactions or concerns to maintain customer relationships 0.00% of 1 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases 40.00% of 10 reviewers that rated this feature as important or highly important Alter the layout and content of reports 27.27% of 11 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements 0% of 0 reviewers... Assembly of graphs and charts for visualizing and tracking statistics/metrics 0% of 0 reviewers... Import and export data to and from software applications 50.00% of 16 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy 0% of 0 reviewers... Defines specific deal parameters to negotiate and secure deals 0.00% of 1 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system 36.96% of 46 reviewers that rated this feature as important or highly important Assemble applications and processes by dragging over and arranging pre-built components 0% of 0 reviewers... Manage, store and organize emails within the system or via third-party apps 50.00% of 56 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns 46.15% of 13 reviewers that rated this feature as important or highly important Pre-made examples and templates for emails 100.00% of 1 reviewers that rated this feature as important or highly important Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. 0% of 0 reviewers... Intended to be used by insurers 0% of 0 reviewers... Operate/access software on iPad Devices 0% of 0 reviewers... Designed for small businesses 100.00% of 3 reviewers that rated this feature as important or highly important Primarily serving startup companies 50.00% of 2 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends 26.67% of 15 reviewers that rated this feature as important or highly important Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage 0% of 0 reviewers... Helps teams monitor client communications and follow-ups. Reviewers value the ability to log calls, emails, and meetings, which supports better continuity and accountability across departments. 64 reviewers rated this feature Incorporation of a chat or messaging system within an organization's internal communication infrastructure 44.44% of 9 reviewers that rated this feature as important or highly important Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support 100.00% of 1 reviewers that rated this feature as important or highly important Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills 0% of 0 reviewers... Automatically identify and save contact information of potential customers 55.56% of 18 reviewers that rated this feature as important or highly important Route and distribute your leads to third party buyers 0.00% of 1 reviewers that rated this feature as important or highly important Manage the process of attracting and converting business prospects into leads 11.11% of 9 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 44.32% of 88 reviewers that rated this feature as important or highly important Score a lead on their quality or likelihood to buy based on certain behaviors 40.74% of 27 reviewers that rated this feature as important or highly important Divide leads into buckets based on predefined criteria and routing rules 0% of 0 reviewers... Ability to chat online in real time 0% of 0 reviewers... Allows teams to create targeted campaigns, automate email sequences, and track engagement metrics. This feature helps align marketing efforts with sales goals and improves lead nurturing. 0 reviewers rated this feature Access software remotely via mobile devices 36.67% of 30 reviewers that rated this feature as important or highly important Access the system via a mobile application 0% of 0 reviewers... Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. 0% of 0 reviewers... Track all opportunities for potential sales and convert them into recurring revenue 0.00% of 1 reviewers that rated this feature as important or highly important Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. 16.67% of 6 reviewers that rated this feature as important or highly important Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. 0% of 0 reviewers... Generate quotes or estimates for customers 51.61% of 31 reviewers that rated this feature as important or highly important Improves trigger-based updates in the Work Orders app by ensuring reference fields sync correctly when related fields change. 0 reviewers rated this feature Log and store the source of contacts/leads 40.00% of 10 reviewers that rated this feature as important or highly important Timed notification for any upcoming task, deadline, appointment, or activity 50.00% of 2 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 200.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data 40.00% of 30 reviewers that rated this feature as important or highly important Set & manage permission levels based on user roles and restrict access to only authorized individuals 0% of 0 reviewers... Plan daily routes to optimize employee scheduling and provide directions 0% of 0 reviewers... Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. 0% of 0 reviewers... Organizes leads and opportunities across stages. Reviewers say it helps visualize progress and manage follow-ups, though some mention limitations in reporting depth. 74 reviewers rated this feature Reports specific to sales analysis for trends and strategies 0% of 0 reviewers... Enables teams to define custom sales stages and automate transitions based on triggers. This helps reduce manual updates, maintain pipeline accuracy, and streamline follow-ups across multiple deal stages. 0 reviewers rated this feature Adds new columns to track the start and end dates of each sales stage, helping teams analyze pipeline movement and optimize deal progression. 0 reviewers rated this feature Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 0% of 0 reviewers... Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. 0% of 0 reviewers... Search and filter data across systems to locate required information by entering keywords or certain criteria 44.44% of 9 reviewers that rated this feature as important or highly important Group leads or contacts based on their specific characteristics 41.18% of 17 reviewers that rated this feature as important or highly important Online portal through which end users can access the system, manage tasks, or obtain information 0.00% of 2 reviewers that rated this feature as important or highly important Enhances the CRM app’s territory view by resolving display issues when managing large sets of sub-territories. 0 reviewers rated this feature Allow customers/users to submit support queries and service requests 22.22% of 9 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression 63.33% of 30 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is 0% of 0 reviewers... Organize customer data and accounts by user or geography 50.00% of 12 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes 50.00% of 2 reviewers that rated this feature as important or highly important Track, manage, or resolve user requests and IT incidents/issues 40.00% of 5 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks 46.15% of 26 reviewers that rated this feature as important or highly important Get Advice We can help you find the software with the features you need. Lisa Morris Apptivo’s top-rated features support daily CRM workflows by simplifying contact updates, tracking interactions, and organizing sales activity. They help teams maintain visibility across client relationships and reduce friction in managing customer data. Features 4.3 (615) 4.3 Based on 615 reviews ## Pricing Value for money 4.7 (556) Apptivo’s Lite plan starts at $20 per user, per month, or $15 billed annually—well below the average SMB CRM budget of $70. Pricing scales by feature access, with Premium at $30 and Ultimate at $50 per user, per month. No seat minimums are listed on the vendor site. Free Trial [View pricing plan details](https://www.capterra.com/p/228915/Apptivo/pricing/) Lite $15.00 Per User,Per Month It includes: - 100 Custom Fields Per App - 18 Apps - 24 X 7 Support - 25 Workflows - 3rd Party Service Integration - 8 Custom Dashboards Premium $25.00 Per User,Per Month It includes: - 24 X 7 Support - 250 Custom Fields Per App - 25 Custom Dashboards - 3rd Party Service Integration - 46 Apps - 75 Workflows Ultimate $40.00 Per User,Per Month It includes: - 150 Workflows - 24 X 7 Support - 350 Custom Fields Per App - 3rd Party Service Integration - 50 Custom Dashboards - 57 Apps Value for money 4.7 (556) 4.7 Based on 556 reviews ## Integrations Apptivo connects with a wide range of tools across productivity, finance, and communication. These integrations, offered through a mix of native and third-party links, help unify workflows and reduce manual updates across teams. Popular integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/) Lisa Morris Senior Content Analyst Connecting Apptivo with tools for email, accounting, and document sharing helps your finance lead track payments faster, your sales team sync contacts, and your operations manager reduce duplicate data entry across platforms. 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 4.7 (644) 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 4.7 (644) 4.7 Based on 644 reviews ## User reviews Overall rating 4.4 Based on 708 reviews Filter by rating 5(390) 4(252) 3(52) 2(9) 1(5) Mentioned topic Sorted by most recent SS Sagnik S. ceo Accounting ### "good swaftwar" 5.0 Overall Rating 5.0 5.0 Ease of Use 2.0 2.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 July 11, 2024 Pros best crm nice user frindly softwar . very easy to used Cons nice and good best softwar in this softwar 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. MR Masud R. Human Resource Manager Information Technology and Services ### "An Amazing CRM Solution For Business " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 January 15, 2024 Pros I like the ticket management features and that the software comes with amazing online CRM capabilities It makes lead management easy and also comes with account management features too It is a great help desk solution and makes customer success easy Cons With Apptivo, there has been a smooth transition and no problems. Switched from [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) [Salesboom CRM Suite](https://www.capterra.com/p/12686/Salesboom-CRM/) [Base CRM](https://www.capterra.com/p/219239/Base-CRM/) 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. Oluwa Locheyi H. Agent Commercial Retail ### "Apptivo : Un logiciel de CRM pour les petites entreprises " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 October 22, 2023 Pros Apptivo est logiciel avec une interface très soignée et organisée permettant de faciliter l'automatisation des ventes, le suivi et la gestion des ventes internes comme externes. Il constitue également un logiciel d'assistance en ligne en cas de nécessité. Cons Apptivo ne présente pas d'inconvénients pour mon utilisation. J'aime bien ce logiciel. 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. Linda S. Owner Professional Training & Coaching ### "Perfect for my needs as solopreneur" 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 October 13, 2023 Pros I value tools that are not just efficient but also adaptable. Apptivo CRM has truly impressed me in this regard. As a solopreneur, I understand the need for a CRM that seamlessly integrates with various apps and platforms. Apptivo shines in this aspect. Its integration capabilities allow me to create a tailored tech ecosystem that perfectly suits my unique requirements. One of the key selling points is its ease of use. Just like I advocate for simplicity in coaching and leadership, Apptivo offers an intuitive interface that saves time and ensures a smooth user experience. It's a valuable asset for any solopreneur. What's more, Apptivo effortlessly syncs with the Google product suite, which is a tremendous advantage for someone like me with deep roots in the tech world. It's like a seamless extension of my experience at Google, making my CRM journey that much smoother.The integration with Stripe is a game-changer for managing payments and finances. It's the perfect addition for a solopreneur, allowing me to maintain financial control just as I help sales leaders implement impactful plans and strategies.The customer service is amazing. They respond to chat inquiries immediately. Cons Without some understanding of how CRMs work - like objects and APIs - I would imagine that a newbie facing some challenges and needing assistance from customer support. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Reasons for choosing Apptivo HoneyBook is not available in Europe and Apptivo has way more functionalities and an amazing value for money. 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. SW Scott W. Principal Retail ### "Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 28, 2023 I have been very pleased so far with Apptivo. Pros Ease of use, great customer service. I can access it from anywhere. Very customizable. Cons The website can be sluggish. The android app is not ideal. 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. HO Herman O. Business Analyst Management Consulting ### "Apptivo, the best solution for any business" 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 9/10 September 18, 2023 Step-by-step we are implementing Apptivo in our business processes where possible and sofar I haven't seen a thing that is not possible. Pros The fact that I can add and delete fields and have full control over the attributes of any field. Conversions to the next step is amazing, however, this options needs a few more possibilities.The fact that it integrates with Xero is very good and your staff today gave me possible solutions to sync with more than 1 Xero, which is great. Cons It is an online solution and we are dependent on the internet and overseas cables. This makes is sometimes a slow solution. The receiving email functionality is not great and we will continue using Outlook. The sending email functionality is great. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SK Sumit Kumar V. Tech Lead Information Technology and Services ### "Apptivo features " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 September 12, 2023 Good CRM tools Pros Ease of use, sales and contact management in CRN was good. Cons Little bit costly and performance is average. 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. EG Evelyn G. President Leisure, Travel & Tourism ### "Excellent Customer Service" 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 September 12, 2023 Viable tool to communicate our message to our audience with great costumer service Pros Great value for money solution with excellent customer service Cons Would be great to have more integrations with software like Clickfunnels. 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. LH Larry H. Senior Co-ordinator Broadcast Media ### "Easy to use, superb support" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 September 7, 2023 Very good. Support has been really reactive and immediate and has been top notch. Pros Very easy to use and adapt. TO change the system is a simple matter. Cons Some of the explanations are a little counter intuitive due , i think, to sub-continental linguistic usage rather than being incorrect per se (e.g. "trigger will fire in the next year" means the trigger fires in a year's time NOT in the next 365 days which is how we read this ). Some manual pages need the English to be standardised but generally speaking all seem easy to understand. 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. AA abdou a. CEO Internet ### "a powerful marketing tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 September 5, 2023 almost 2 years of use, I am more than conquered Pros it's easy to use and customizable, suitable for any type of business Cons I sometimes have small billing errors, but if not, everything's fine. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/228915/Apptivo/reviews/) ## FAQs Yes. Apptivo offers a Standard Plan that’s free for up to three users. It includes access to most apps, unlimited contacts, and basic email support. Businesses can upgrade to paid plans as their needs grow. Apptivo’s Lite plan costs $20 per user, per month, or $15 when billed annually. Premium and Ultimate plans offer more apps and automation, priced at $30 and $50 per user, per month respectively. Yes. Apptivo supports a mix of native and third-party integrations across email, accounting, calendars, and document tools. These help unify workflows and reduce manual data entry. Yes. Apptivo allows layout customization through its drag-and-drop builder and custom apps. While full branding isn’t automated, users can contact support for tailored styling options. No. Apptivo is designed for SMBs to self-configure. Most users can get started without technical help, and setup guides, videos, and forums are available for support. Apptivo uses 256-bit SSL encryption, multi-layer firewalls, and encrypted database storage to protect user data. Access is logged and monitored for audit purposes. If a payment fails, Apptivo gives users seven calendar days to resolve the issue. After that, the account is downgraded to the Standard Plan until payment is received. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from Apptivo’s own online content in September 2025, including the product's website and its social media channels. ## Related reading ### [What Is CRM Software?](https://www.capterra.com/resources/what-is-crm-software/) Published August 5, 2024 by [Lauren Spiller](https://www.capterra.com/resources/author/lspiller/) and [Kathryn Todd](https://www.capterra.com/resources/author/kathryn-todd/) ### [Choosing the Right CRM System: 7 Questions to ask Before you buy](https://www.capterra.com/resources/how-to-choose-a-crm-for-your-small-business/) Published February 2, 2026 by ### [5 Key CRM Software Features With Top Products That Offer Them](https://www.capterra.com/resources/12-crm-features-and-why-you-need-them/) Published January 22, 2026 by ### [Types of CRM Software to Know Before You Buy](https://www.capterra.com/resources/types-of-crm-software/) Published March 24, 2026 by ### [Benefits of CRM Software Across Sales, Marketing, and Service](https://www.capterra.com/resources/benefits-of-crm-software/) Published February 25, 2026 by ### [Improve Customer Data and CRM With Master Data Management](https://www.capterra.com/resources/master-data-management/) Published September 26, 2023 by [Adam Carpenter](https://www.capterra.com/resources/author/acarpenter/) Popular comparisons [HubSpot CRM vs Apptivo](https://www.capterra.com/compare/152373-228915/HubSpot-CRM-vs-Apptivo)[Google Contacts vs Apptivo](https://www.capterra.com/compare/203196-228915/Google-Contacts-vs-Apptivo)[Salesforce Sales Cloud vs Apptivo](https://www.capterra.com/compare/61368-228915/Salesforce-vs-Apptivo)[Zoho CRM vs Apptivo](https://www.capterra.com/compare/155928-228915/Zoho-CRM-vs-Apptivo)[Act! vs Apptivo](https://www.capterra.com/compare/175860-228915/Act-vs-Apptivo)[ActiveCampaign vs Apptivo](https://www.capterra.com/compare/79367-228915/ActiveCampaign-vs-Apptivo)[Nutshell vs Apptivo](https://www.capterra.com/compare/144340-228915/Nutshell-vs-Apptivo)[eWay-CRM vs Apptivo](https://www.capterra.com/compare/152769-228915/eWay-CRM-vs-Apptivo)[Less Annoying CRM vs Apptivo](https://www.capterra.com/compare/118921-228915/Less-Annoying-CRM-vs-Apptivo)[Pipedrive vs Apptivo](https://www.capterra.com/compare/132666-228915/Pipedrive-vs-Apptivo) [Seamless vs Apptivo](https://www.capterra.com/compare/207295-228915/Seamless-AI-vs-Apptivo)[Dynamics 365 vs Apptivo](https://www.capterra.com/compare/157279-228915/Dynamics-365-vs-Apptivo)[Bigin by Zoho CRM vs Apptivo](https://www.capterra.com/compare/204998-228915/Bigin-by-Zoho-CRM-vs-Apptivo)[Nimble vs Apptivo](https://www.capterra.com/compare/123032-228915/Nimble-vs-Apptivo)[Freshsales vs Apptivo](https://www.capterra.com/compare/155563-228915/Freshsales-vs-Apptivo)[EngageBay CRM vs Apptivo](https://www.capterra.com/compare/178819-228915/EngageBay-Marketing-vs-Apptivo)[Spotler CRM vs Apptivo](https://www.capterra.com/compare/88929-228915/Really-Simple-Systems-CRM-vs-Apptivo)[Maximizer CRM vs Apptivo](https://www.capterra.com/compare/154610-228915/Maximizer-CRM-vs-Apptivo)[Insightly vs Apptivo](https://www.capterra.com/compare/130671-228915/Insightly-vs-Apptivo)[Copper vs Apptivo](https://www.capterra.com/compare/141642-228915/Copper-vs-Apptivo)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)