--- title: "Apptivo Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Apptivo the right CRM solution for you? Explore 708 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://bx-capterra-9jkl9g9y3-g2dm.vercel.app/p/228915/Apptivo/reviews/" page_type: "reviews" language: "en" --- Apptivo 4.4 (708) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated July 21st, 2026 # Reviews of Apptivo Ease of use 4.2 Customer Service 4.7 ## Pros and Cons in Reviews Linda S OwnerProfessional Training & Coaching, Self-employedUsed the software for: Less than 6 months. “Its integration capabilities allow me to create a tailored tech ecosystem that perfectly suits my unique requirements.“ October 13, 2023 HO Herman O Business AnalystManagement Consulting, 11 - 50 employeesUsed the software for: 1-2 years. “The receiving email functionality is not great and we will continue using Outlook.“ September 18, 2023 TC Theresa L C Executive DirectorEducation Management, Self-employedUsed the software for: More than 2 years. “Customer Service is great. If you have an IT department that can do your troubleshooting you will find a willing and helpful partner with Apptivo.“ July 31, 2023 SV Sumit Kumar V Tech LeadInformation Technology and Services, 201 - 500 employeesUsed the software for: 6-12 months. “Little bit costly and performance is average.“ September 12, 2023 MZ Maira Z Director of SalesSecurity and Investigations, 51 - 200 employeesUsed the software for: More than 2 years. “We required significant system customizations and most were successfully implemented. While we have trouble resolving issues using Apptivo's general Tech Support chat function (probably due to our breadth of customizations), our PM and Apptivo's technical team always provide good support when we have issues to address!“ November 16, 2022 SW Scott W PrincipalRetail, 11 - 50 employeesUsed the software for: More than 2 years. “The android app is not ideal.“ September 28, 2023 Linda S OwnerProfessional Training & Coaching, Self-employedUsed the software for: Less than 6 months. “It's like a seamless extension of my experience at Google, making my CRM journey that much smoother.“ October 13, 2023 MM Michael M CTOFacilities Services, 51 - 200 employeesUsed the software for: More than 2 years. “System updates on the hosted version are not communicated so we don't know when updates happen.“ September 12, 2022 ## Showing most helpful reviews Showing 1-25 of 708 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Linda S. Owner Professional Training & Coaching Used the software for: Less than 6 months ### "Perfect for my needs as solopreneur" October 13, 2023 5.0 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/) Reason for choosing Apptivo HoneyBook is not available in Europe and Apptivo has way more functionalities and an amazing value for money. Review Source VS Veronica S. Consultant Education Management Used the software for: 2+ years ### "Excellent first CRM for small companies" January 21, 2022 4.0 Pros Apptivo allows for a broad range of customization possibilities, making it an excellent out-of-the box option for companies transitioning to a first CRM system. While other competitors may have sleeker design, the consistency of page layouts and button placement was a huge plus for our inter-generational team and made it easier to manage the transition to an online software after years of working with excel and google docs. The settings interface within each app makes it very easy to learn how to customize basic field, views, and list options - meaning that smaller companies can look to train someone from within to work alongside Apptivo, instead of needing to hire an external administrator. The Apptivo team is always HIGHLY responsive. From the initial demonstration walk throughs to fine tuning system design and troubleshooting problems, I have found their customer service to be excellent. \[SENSITIVE CONTENT\] and to all the others working behind the scenes to help us at the different stages of our projects, THANK YOU! Most of all, I appreciate that Apptivo continues to improve on their product. Throughout the nearly 3 years I have worked with them, the system has developed to continously offer more features. Cons As with any option in this price category, there are occasional bugs. Reporting them to Apptivo generally results in a very quick fix. Slow load times - it has improved somewhat, but still pages sometimes lag. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Apptivo Our business operations are highly integrated across recruitment, sales, and project management. Most competitors package these separately at additional costs for each area of business process. With Apptivo, we found that the price packages are highly suitable for small businesses with staff repsonsibilities crossing over different business areas. Also, we liked the design as a transition for our team. While some competitors have more modern designs, there often is inconsistency in button placement depending on the operation being effected. With an intergenerational team, we appreciated the consistent design across Apps in Apptivo. Review Source SC Sean C. Owner Information Technology and Services Used the software for: 2+ years ### "Decided to switch to something else" April 2, 2019 3.0 Their software is decent, but they really seem to loathe their Starter Plan customers. The way they hack out features that they don't want available is sloppy, and makes it necessary to come up with ways to work around their intentional stumbling blocks. Apptivo - If you don't want to offer a free product, don't. I got the hint, and I'm setting up PayPal Invoicing tonight. Pros I've been using their "Starter Plan" since 2012. It is good enough to get by, and it is free. I mostly use the invoicing module. Cons Certain settings in the starter plan don't make sense. For example, the e-mail template includes a link to paying online, but online payments aren't supported in the starter plan. Modifying the e-mail template to take that link out is also not supported in the starter plan. I could deal with all that, but now, after a year of using the recurring invoices feature, they suddenly stop working. The tech support person says I have to upgrade my plan to use that. But the settings pages all work, and my invoices are all just sitting there waiting. Review Source Response from Apptivo June 20, 2019 Hello Sean, Thank you so much for taking the time to post this review! We're glad that you enjoyed using Apptivo as a customer for many years. The Starter Plan is generally very limited compared to the other plans. We also upgraded versions since you first created an account with us. This might have caused some unexpected changes. I apologize for the inconvenience caused and will take your feedback to the appropriate teams to help improve our user experience. Thank you again for your feedback! Team Apptivo Don L. Chief Revenue Officer Machinery Used the software for: 6-12 months ### "Apptivo is THE Best CRM Software System Available!!" June 18, 2021 5.0 Outstanding! This is the fourth CRM implementation that I have administered in my career and it was by far the simplest and smoothest process with the greatest customization and functionality! After going through the selection process and reviewing all of the "top CRM Solutions" in great depth, I chose Apptivo and I am super glad that I did! Apptivo keeps the system simple to use, which is a must for sales reps, and provides the customization required. The other "top CRM Solutions" have forgotten what salespeople are REALLy looking for in their CRM tool and as a result, made their system more cumbersome for the user. Not Apptivo, they are deploying their system in the right way and there is no extra charge for excellent customer service! The Apptivo team closely manages my account and QUICKLY addresses any items that I want to change. This has been an excellent rollout! Pros Ease of use and customization is awesome! They have kept the system simple while implementing a number of dynamic and intuitive functions. The customer service is EXCELLENT! Most CRM companies just want to sell a boxed product and forget about the user. Apptivo takes the time to identify what the user truly is trying to accomplish and then customizing the software to precisely meet the users' requirements. Cons NONE! There are no cons with Apptivo! The system is EXCELLENT! Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Apptivo Better customization, easier to use, licensing was the least expensive, cloud-based, 24/7 customer service support at no extra charge. Switched from [Act!](https://www.capterra.com/p/175860/Act/) ACT! is a waste of money! DO NOT BUY ACT! Review Source VR Verified Reviewer Principal/Owner Design Used the software for: 2+ years ### "Apptivo for 1-man business" June 20, 2023 4.0 Very helpful in staying on top of follow-up activities. Pros Combination of affordability and functions Cons There are some auto-fill features that would help avoid duplicate data entry: i.e. business address for multiple employees/contacts. Reason for choosing Apptivo Cost, availability of modules rather than a single package. Gave me the opportunity to pick what I wanted/needed. Switched from [Act!](https://www.capterra.com/p/175860/Act/) ACT! was no longer friendly to a business as small as mine. Review Source VR Verified Reviewer Territory Account Manager Information Technology and Services Used the software for: Less than 6 months ### "Before you purchase a CRM solution, You really have to check this out!!!" April 2, 2021 5.0 So far, everything's been great. It's been very easy to setup as I want. When I've had questions, there's the chat box for support and they've been VERY helpful every time I've asked. Pros Apptivo is the first collaborative, simple, and cost-effective way to manage customers, pipeline, & calendar that I've found. Most others that offer similar functionality will cost you an arm and a leg. Or they'll be reasonable at first, then they'll get you for each of the "add-ons" that you need to make a whole solution for your organization. Cons Some of the apps are not quite as intuitive as some others, but that's to be expected considering their business purpose. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[SalesNOW](https://www.capterra.com/p/129914/SalesNOW/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Apptivo Everything I need in one app at one monthly price. Not nickel & dime like the others for the same functionality. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[SalesNOW](https://www.capterra.com/p/129914/SalesNOW/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Very intuitive overall. It's great how all the apps integrate and work with the others. It's very nice to have so much functionality in one place. Review Source TÜ Taha Ü. Civil Engineer Business Supplies and Equipment Used the software for: 6-12 months ### "Unleashing Business Potential with Apptivo " April 19, 2023 5.0 The overall experience with Apptivo has been exceptional. The platform's comprehensive range of tools and features, along with its ease of use, has made it an invaluable resource for businesses of all sizes. Pros Apptivo is a highly versatile and user-friendly CRM system that offers a comprehensive suite of tools to manage sales, marketing, and customer relationships. Cons This review is focused on Apptivo; however, it is worth mentioning that, in comparison, Sendinblue has certain limitations. Sendinblue is primarily an email marketing platform, and its CRM capabilities may not be as robust or feature-rich as Apptivo's. Switched from [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[Marketing 360](https://www.capterra.com/p/148516/Marketing-360/)[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Apptivo stands out from its competitors for several reasons. Firstly, its integrated suite of business apps makes it a one-stop solution for managing multiple aspects of a business. Secondly, the CRM's robust feature set, including lead management, opportunity pipeline, and marketing automation, offers a more comprehensive solution than many alternatives. Review Source VR Verified Reviewer I.T. & Marketing Manager Import and Export Used the software for: Less than 6 months ### "Great CRM solution for small business " March 24, 2020 5.0 I think it's really easy to setup and use for less technical people, great for freelancers, small businesses and mom and pop shops who don't need or want data driven CRM systems. If you have a single person who can juggle multiple aspects of customer service it's cost effective or a small team it's worth it. Pros When my client asked me to look into a customer management solution to start to transition away from paper and Excel sheet based documents, I looked into several options including Salesforce. The price was good and comparable to Salesforce but I think many small businesses, your mom and pop shops don't really want or need more in depth data analytics. I think that's where Apptivo is better and easier to use for small business who aren't as data driven. Cons What I didn't really like is that for roughly the same annual price per single licence compared to Salesforce was in Apptivo limits the account to a single user. If you have more than one person who handles customer service, marketing, invoicing etc, the cost is a lot more. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) I used a free trial for both to test to meet my clients needs. My client's needs aren't highly data driven or highly technical so for that reason Apptivo won as the best choice. Apptivo does allow to link payments and invoicing to apps like PayPal, Stripe I believe and book keeping software. Those features are useful. Also, while I think Salesforce is a great solution for more data driven companies I really didn't like the constant phone calls or emails I kept getting the moment I signed up for a trial. I really dislike pushy/annoying sales techniques. Review Source Sunil K. Manager Consumer Goods Used the software for: 2+ years ### "Decent Suite of Productivity Apps" March 31, 2020 4.0 I would give this 4 out of 5. I love the fact that it is offered for FREE for up to 3 users so great for small start up companies. There are tons of apps you can add and customize per your needs. Pros One stop shop for many productivity apps such as supply chain, CRM, HR, Accounting etc. Customer service are always available via chat and very helpful. They will even do screen share and troubleshoot the issues. Cons Some of the templates such as purchase order, packing slip are hard to customize. Some of the fields do not display consistently. Switched from [Insightly](https://www.capterra.com/p/130671/Insightly/) I was particularly looking for solution that could handle CRM as well as purchase orders and supply chain, Insightly could not offer that. Review Source VR Verified Reviewer Benefit Advisor Financial Services Used the software for: I used a free trial ### "import leads" September 9, 2020 5.0 very good customer support Pros Assistance in correcting my import error most helpful Cons email interface may be an issue for using program Switched from [Act!](https://www.capterra.com/p/175860/Act/) cloud based, easier to set up and maintain database Review Source SK Sal K. CEO Entertainment Used the software for: 2+ years ### "City Connection Entertainment" August 1, 2023 5.0 After seven years of using this program, I couldn't do what we do without it. Pros This program with all its functionalities helps to manage my company. Cons Have to be patient to set it up, but apptivo support is there to help. Reason for choosing Apptivo It seemed to do everything we needed it to do. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Need more functionality, Flexibility with setting up our personal needs. Review Source TH Torey H. office manager Renewables & Environment Used the software for: Less than 6 months ### "A great do-all software" September 1, 2020 4.0 We have a serious need for workflow organization at our company. We still have a lot to go as far as set-up of every section, but once we are done it will make our company a well-oiled machine. Pros This software is a great price with an amazing amount of features. It is completely customize-able for any industry and fairly easy to use. Cons The set up is time consuming and tedious. Most things are fairly intuitive, but there is quite a bit that you really need to dig into. And although the fact that it is customize-able is good -- it takes A LOT of time and energy to really get into it and make it function properly. BUT the good news is that the Apptivo chat function is always available and easy to use. The staff are incredibly helpful and patient, and I have never had a bad experience using it (and I've used it a lot)! They have been here every step of the way during set up and been a necessary asset. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Apptivo Apptivo is a better price than all the other competition with equal or better features. I have used zoho one (the entire suite), salesforce and other products at previous jobs and Apptivo is easily the best. Review Source RP Robert P. Owner Entertainment Used the software for: 2+ years ### "Making a small business look large and professional" March 23, 2019 5.0 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. 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. Review Source Response from Apptivo April 4, 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! KM Kevin M. Sales Manager Furniture Used the software for: 1-2 years ### "Great Value and exceptional support" August 11, 2020 5.0 Moving from an Excel-based CRM which was not regularly updated, or even used by most of the team, we had plenty of room to improve. There are lots of products out there and we investigated quite a few. Some were cost-prohibitive and others just didn't feel comfortable, but with Apptivo, there was so much information, so much support, and all at a very reasonable price. I recommend them to everyone I discuss our CRM with. Pros In discussing our needs, I felt straight away that this was a company we could work with. The team went out of their way to ensure that we had everything that we wanted, even if we weren't always sure and changed our minds. they worked with us to ensure a great outcome, and as we now expand the suite of options we are using within the Apptivo framework, they're giving us the same level of service. Very highly recommended, give them a go and you'll not regret it. Cons I can't really think of anything. I can get in touch with someone by a multiplicity of methods and so far, they've always been able to resolve my issues, or at least explain why what I wanted is not practical or possible. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Review Source CH Chris H. Director of Client Success Translation and Localization Used the software for: 2+ years ### "Great CRM that Scales for your Company's Needs" April 12, 2022 5.0 Apptivo has helped us better manage our business processes and sales pipeline. It's very easy to use with a very easy learning curve. Pros Ease of use, easily customizable with an app design that provides every team member with exactly the access and tools their particular role requires. Also, customer service is excellent. Cons Occasional hiccups in some of the marketing tools but customer service is excellent so it's never been even an inconvenience. Reason for choosing Apptivo Ease of scalability, price and app construction allows for customized tools for each employee. Review Source ES Edwin S. Founder - Shareholder - Marketing manager - Sourcing and Purchasing manager Used the software for: ### "Why I am choosing Apptivo" February 22, 2015 5.0 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! Review Source DP Dean P. Managing Director Sports Used the software for: 1-2 years ### "Apptivo - plenty of features for sensible outlay" October 16, 2020 4.0 I have had a few issues but cannot fault the 24/7 chat support and they have always helped solve the issues I have encountered. Pros I wanted a CRM system that was able to do quotes and invoices. Apptivo ticks this box - other competitors can offer this but much more expensive and way out of budget for small company like mine. Cons Setting up templates for each app. Only links to Office 365 and not MS Office 2019 Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Apptivo Price and features Review Source Brett L. President Architecture & Planning Used the software for: Less than 6 months ### "Perfect for any business" February 5, 2019 5.0 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. 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. Review Source Response from Apptivo 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! TS Tom S. Operations Manager Electrical/Electronic Manufacturing Used the software for: 6-12 months ### "Affordable ERP that does most things well" November 24, 2020 4.0 I have been happy with Apptivo and think it offers great value for money for a small organisation. It is hard to find an affordable solution that covers sales, finance, supply chain, project management and engineering all in one package. Pros It covers most aspects of our business from customer management, inventory control, quoting, supplier purchase orders and shipping. It has a simple interface. The support team is excellent and very responsive to client questions. Cons Support documentation is light on and the website is not that easy to navigate for information. Integration between the various apps is problematic as it is difficult to get a birds eye view of the business. Reason for choosing Apptivo Good value for money and had all the features that we were looking for Review Source Mike O. Vice President Products Services Chemicals Used the software for: 1-2 years ### "Great CRM easy to customize" April 12, 2022 5.0 Excellent support. Pros The ability to customize on the fly works well for us. Excellent customer support at a reasonable cost. Cons Being cloud-based sometimes the response time can be slow based on connectivity. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Apptivo Reasonable cost, ease of use. Review Source LH Larry H. Senior Co-ordinator Broadcast Media Used the software for: 2+ years ### "Easy to use, superb support" September 7, 2023 4.0 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 KW Kevin W. Business Development Manager Consumer Services Used the software for: 6-12 months ### "Apptivo Buildout for Our Company" December 29, 2021 5.0 Pros I like how customizable it is. We have a unique business and most issues we came across, our technician was able to come up with a solution that works for us. The apptivo employees are super helpful and friendly. They really understood our business very early on and they had very helpful solutions. Cons The most difficult thing for us was the payment integration. We are a service business that mostly works with homeowners. It is important for us to be able to swipe cards at a client's property and to be able to collect tips. This seems like something other apptivo clients would come across. At first there was no solution but when they eventually found one, it was very expensive. I think this would be valuable to most all services companies out there. Review Source DB Dawn B. Marketing Manager Mechanical or Industrial Engineering Used the software for: 1-2 years ### "Customisation Made Us Use Apptivo Far More Than Previously" December 6, 2021 4.0 The additional customisation work, training and attention delivered by the dedicated service team has been excellent. It has moved on from being a simple contact and email marketing system to a business tool that helps our internal processes, providing centralisation and greater visibility. Pros Customisation. Apptivo undertook customisation of the Opportunity, Project and Cases Apps for us to mirror our engineering project process and supplier relationships to order to centralise and provide visibility of opportunity pipeline, project status and problem areas, in addition to being a daily productivity and collaboration tool for the external sales team. This customisation and training is recent but it promises to be cost effective. Cons Marketing Campaigns. The design and set up of campaigns is not as intuitive as you might hope but Apptivo is a software that is designed to manage every aspect of your business, so it is not a deal breaker. Review Source JS Josh S. Associate Real Estate Used the software for: 6-12 months ### "Highly Recommend!" October 27, 2020 5.0 So far I've been extremely pleased with everything! Pros I enjoy that this CRM is modular so you can or subtract components that don't directly relate to your business (ie. Shipping, Locations, Invoicing, Properties, Contracts, etc). I also like that once you understand how Apptivo works in one app, you'll understand how the rest of them operate. Customer support was extremely helpful in growing my knowledge! Cons It took some time to learn how to customize it to my liking, along with plenty of help from customer service. So the learning curve was a little steep but nothing unusual compared to similar CRMs. Also, I have not maxed out my cloud storage or even come close but I anticipate that I will need more cloud storage. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/) Review Source KJ Ken J. Owner Consumer Goods Used the software for: Less than 6 months ### "Apptivo Rocks!" May 20, 2019 5.0 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). 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. Review Source Response from Apptivo June 20, 2019 Hello Ken, Our team is thrilled that you're happy with our integrated software and our support team . I understand your feedback regarding uploading and viewing documents. I will collect this feedback to notify our teams accordingly. Again thank you so much! Team Apptivo Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.