# Apptivo Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Apptivo Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/228915/Apptivo --- # Apptivo Software Review 2026: Features, Integrations, Pros & Cons Last updated on June 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Apptivo ## What is Apptivo? Apptivo is a CRM tool that enables businesses to manage 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-degree view of the customer. The CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from an Android or iOS device and integrated with Office365 & G Suite. ## What is Apptivo used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Small Business CRM](https://www.capterra.com/small-business-crm-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) Recognitions Shortlist Overall rating Based on 708 user reviews Reviews sentiment Positive 91% Neutral 7% Negative 2% Pros & cons Responsive customer assistance Extensive customization capabilities Frequent glitches and slowdowns Challenging email integration Starting price $15 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... - Contact Center / 2025 - Contact Management / 2025 - CRM / 2025 - Customer Service / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Apptivo alternatives Highest Rated [4.8 (653)](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 97% of reviewers rated it above 4 stars [4.7 (731)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (4,463)](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 [4.3 (6,977)](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/) ## FAQs about Apptivo Overview ### What problems does Apptivo solve? Apptivo helps teams replace scattered spreadsheets, disconnected CRM, invoicing, project, and inventory tools with one customizable system. It solves painful setup for niche workflows, weak lead-to-quote-to-invoice handoffs, and poor customer visibility. Small businesses, sales teams, service firms, and operations managers benefit most from its flexibility and fast support. Answer based on 467 reviews Overview ### Which roles and teams benefit most from Apptivo? Apptivo is most used by business owners, executives, sales teams, and operations managers who need one system for CRM, invoicing, projects, and reporting. Project managers and consultants use it to track client work and deadlines, while finance and account leaders rely on it for billing visibility, pipeline oversight, and operational control. Answer based on 653 reviews Overview ### What company size and industries is Apptivo built for? Apptivo is designed for businesses of all sizes, with strongest adoption among small businesses at 91% and the highest reviewer share in Information Technology and Services at 7%. It also serves midsize businesses at 5% and enterprises at 4%, with additional use across Financial Services at 6% and Construction at 5%. Answer based on 708 reviews Features and Usability ### What are the key features of Apptivo? Apptivo includes core CRM tools like contact management, lead management, sales pipeline management, and quotes/estimates, plus differentiators such as customizable fields, workflow management, and project management apps. Reviewers also frequently note mobile access, third-party integrations, and built-in chat support for setup and issue resolution. Answer based on 314 reviews Pricing ### How much does it cost and what fees or limitations are included? Apptivo starts at $15/user/month for the Lite plan, with Premium at 25 and Ultimate at 40; Enterprise pricing is custom. A free trial is available. Reviewers often call it affordable and value-focused, especially with 24/7 support, though some note setup, data import, and certain payment integrations can be cumbersome or costly. Answer based on 132 reviews Integrations ### Which third-party tools and platforms does Apptivo integrate with? Apptivo integrates with Microsoft Outlook, Microsoft 365, WordPress, Gmail, and Xero, based on frequent reviewer mentions. It also connects to Google Calendar, Google Drive, Dropbox Business, QuickBooks Online, and PayPal. Official catalog data indicates Apptivo supports over 20 integrations across email, productivity, accounting, and file storage. Answer based on 103 reviews Getting Started and Support ### How easy is it to onboard and train a team on Apptivo? Apptivo is fairly quick to onboard for beginners and self-directed users, with basic training often enough to get teams working. It offers in-person training, live online sessions, webinars, videos, and documentation. Reviewers say admins handling customization, app setup, or complex workflows usually need more time and guidance. Answer based on 66 reviews Getting Started and Support ### What customer support options does Apptivo offer, and how do users rate the experience? Apptivo offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live representatives, and chat. Users often describe support as quick, patient, and helpful during setup and customization, with screen sharing and follow-up appreciated. Some report inconsistent experiences, delayed resolutions, and occasional communication issues on complex tickets. Answer based on 314 reviews Ease of use ### Is Apptivo easy to use for a small business CRM? Apptivo works well for many small business teams that want a CRM with flexible setup and a relatively approachable interface. Many users find navigation intuitive after onboarding, especially with helpful support and documentation, though some teams find the many apps, settings, and customization options confusing at first. Answer based on 140 reviews ## 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 Company size Based on 101 reviews 100% 75% 50% 25% Smallbusiness Midsizebusinesses Enterprise Top job functions Based on 101 reviews IT & Software Development 20% IT & Software Development 20% Sales & Business Development 20% Administrative 13% Entrepreneurs/ Owners 13% Others 33% Top industries Based on 101 reviews Retail 26% Information Technology and Services 22% Telecommunications 19% Financial Services 18% Other 15% ## Pros and Cons Responsive customer assistance 94% positive reviews out of 277 Most reviewers indicate customer support is prompt, knowledgeable, and helpful throughout setup and ongoing use. Frequent glitches and slowdowns 49% negative reviews out of 93 Some users report bugs, crashes, and slow performance disrupt workflows and occasionally require workarounds or support. Extensive customization capabilities 96% positive reviews out of 90 Most reviewers find customization options allow tailoring features, layouts, and apps to specific business requirements. Challenging email integration 60% negative reviews out of 48 Some users say email integration is unreliable, difficult to set up, and lacks advanced syncing or automation features. 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 describe flexibility as enabling easy adaptation to diverse business needs and workflows. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management 4.6 (127) 60.63% of 127 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Management 4.6 (88) 44.32% of 88 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 Sales Pipeline Management 4.5 (74) 54.05% of 74 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Calendar/Reminder System 4.2 (68) 41.18% of 68 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks Interaction Tracking 4.5 (63) 50.79% of 63 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Email Management 4.1 (56) 50.00% of 56 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Apptivo 77 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Tickets are automatically assigned to specific agents based on predefined rules Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Collects essential call data such as call origin, call destination, call length, and other transaction details Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage contact details and communication with clients Manage and track all internal and external communication conducted via calls, email, text, or chat Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Track customer complaints from initiation through resolution A collection of customer information such as contact details, demographics, previous interactions, etc. Access previous interactions or concerns to maintain customer relationships Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Protect sensitive data for digital privacy Defines specific deal parameters to negotiate and secure deals Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Intended to be used by insurers Operate/access software on iPad Devices Designed for small businesses Primarily serving startup companies Form predictions based on past and present data/trends Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Divide leads into buckets based on predefined criteria and routing rules Ability to chat online in real time Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Access the system via a mobile application Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Track all opportunities for potential sales and convert them into recurring revenue Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Generate quotes or estimates for customers Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Plan daily routes to optimize employee scheduling and provide directions Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Online portal through which end users can access the system, manage tasks, or obtain information Allow customers/users to submit support queries and service requests Create, manage and track all task activities and progression Sample files or documents that could be customized as needed or used as is Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Track, manage, or resolve user requests and IT incidents/issues Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.3 (615) 4.3 Based on 615 reviews ## Pricing Value for money 4.7 (556) 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 [ 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/) 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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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