# Page 10 | Apptivo Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 10 - 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: https://www.capterra.com/p/228915/Apptivo/reviews

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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/)

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Last updated March 13th, 2026

# Page 10 - Reviews of Apptivo

## Showing most helpful reviews

Showing 226-250 of 708 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

BD

Brian D.  
Retirement Plan Sales Consultant  
Financial Services  
Used the software for: 6-12 months

### "it has been very good. "

May 1, 2018

4.0

time management, organization, piece of mind

Pros

ease of use, phone app prompts you to record to leave note. I also like the notes within the task and then how all of the notes fall under the one client

Cons

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

Review Source

Response from Apptivo

December 12, 2018

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

SS

Sam S.  
IT  
Information Services  
Used the software for: 2+ years

### "Good Software but needs few more updates, might want to compare with competitors to get better overv"

May 7, 2018

3.0

Pros

on stop shop ERP for all your business needs, tech support are good and fast responding. it even let you build your own module

Cons

site slow on most platforms, invoicing missing few functions, like reactivating stopped recurring invoices.

Review Source

Response from Apptivo

October 11, 2018

Hi Sam, We have been investing on performance while introducing new features during our regular releases. Performance is pretty good most of the time. Sometimes the nodes you are connected to may have some lags due to load and latency. But most of the time we're alerted to such issues and get them addressed as soon as we can. We'll certainly look into the features requests regarding recurring invoices and keep you informed.

VR

Verified Reviewer  
Chief Operating Officer  
Financial Services  
Used the software for: I used a free trial

### "At Last a CRM That Works!"

August 11, 2018

5.0

Exceptional.

Pros

There are several things to like. The ability to do what you want rather than change your organisation to fit is a wonderful option. The ability to automate all steps is extremely solid. The online support is exceptional.

Cons

Calendar syncing doesn't support recurring appointments. But, you can turn the calendar off, so it doesn't matter much at all.

Review Source

Response from Apptivo

December 12, 2018

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

VV

Vic V.  
Admin  
Consumer Electronics  
Used the software for: 2+ years

### "Been a user for more than 2 years!"

March 31, 2021

4.0

Overall, satisfied.

Pros

Estimates, Order, Invoice, Purchase Order, Payments

Cons

Performance issues but intermittent and just trivial.

Alternatives considered

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Apptivo

Cost

Review Source

DS

Daniel S.  
Developer  
Computer Software  
Used the software for: 1-2 years

### "Great product and great support"

May 9, 2023

5.0

Pros

Integration with existing business functions was seamless with the help of customer support.

Cons

Sometimes working with API can be tricky using custom fields but once you get the hang of it you'll be fine.

Review Source

DJ

Daniel J.  
President  
Machinery  
Used the software for: 2+ years

### "Great Experience"

March 22, 2022

5.0

Great support, people are always willing to help.

Pros

It is easy to customize. Been using it for two years

Cons

Certain functions are forced functions. Prefer all to b adjustable by the user.

Review Source

YM

Yahya M.  
Business Development Manager  
Industrial Automation  
Used the software for: Less than 6 months

### "A good CRM"

April 5, 2022

5.0

Overall good experience

Pros

Easy to use and have mobile app to for 24/7 access

Cons

Dashboards are good but can be improved

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reason for choosing Apptivo

They are cost effective

Switched from

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Its more user friendly and their after sale services are better

Review Source

DT

Duyen T.  
CS & Operation Manager  
Utilities  
Used the software for: 1-2 years

### "Apptivo CRM Review - Sodexo VN"

November 17, 2021

5.0

Pros

\- Ticket management - Account / Contact Tracking

Cons

\- Email marketing and its automation - Lead tracking automation

Review Source

KF

Kaleena F.  
Managing Partner  
Media Production  
Used the software for: I used a free trial

### "Best Bang for Your Buck!"

January 18, 2020

4.0

So far so good! I love the chat service that helps me with my questions immediately and how they send screenshots to direct you.

Pros

The best feature of Apptivo is that you can add many apps (within limits of the plan you selected) to have a customized feel to what you really need and not the excess features that you will not use and that clog up your dashboard.

Cons

Not enough standard/written documentation on what the features do, don't do, what they mean. Some are self-explanatory but others are not.

Reason for choosing Apptivo

Apptivo has the client management that I was able to create on Airtbale and combines the apps of Trello and Hugo for notes and tasks. It seems it will allow me to do most of the work I need in one platform rather than trying to sign on to different ones.

Review Source

SO

Samantha O.  
Virtual Assistant  
Consumer Services  
Used the software for: Less than 6 months

### "Suitable for small businesses that don't need anything too specific"

September 11, 2019

3.0

Overall, the platform works for what it is intended for but for businesses who operate differently than that specific parameter, it can be difficult to manipulate the apps to do what you need them to.

Pros

The platform looks nice and easily navigatable and the customer service is wonderful. No matter how simple or difficult my request is, the person I'm working with is polite, friendly, and helpful.

Cons

All of the apps are separate so it is restricting to use information that needs to be applied across all three. Additionally, there are many small things that are not available, such as old email integration (having old emails able to be imported to email app) and not being able to bulk transfer/ import leads, customers, or contacts from one to the other. Many things have to be done individually which is difficult.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

Reason for choosing Apptivo

Price and referral from a colleague.

Review Source

NO

Neil O.  
Director & Co-Founder  
Construction  
Used the software for: Less than 6 months

### "Newcomer"

January 24, 2020

5.0

The package is relatively easy to use. I'm no technophobe, but am in my 50's and find it easy to use and navigate around. The support given by the good folks at Apptivo is excellent, as they work with you to solve your problems. They do not just brush you off with a Microsoft / Apple style like approach.

Pros

I like the flexibility to tailor the product to suit our needs,

Cons

Nothing as yet, as still learning. So anything I may seemingly have issues with may just be down to me being a novice.

Alternatives considered

[Salesforce Revenue Cloud](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/)

Reason for choosing Apptivo

I've used Salesforce previously at another company, and I found Apptivo more flexible, and the Customer Support has been much, much better.

Review Source

VR

Verified Reviewer  
Managing Partner  
Management Consulting  
Used the software for: 6-12 months

### "I have used it for months splendidly. I'm in real estate so I do wish the properties was better"

May 1, 2018

4.0

it worked good for a while until I figured out the commercial real estate was not practical.

Pros

I'm in a small organization so prices was the main consideration

Cons

the properties module is not intuitive for commercial brokerage real estate. it seems the programmers considered residential only.

Review Source

Response from Apptivo

December 12, 2018

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

ML

Mark L.  
VP Sales  
Transportation/Trucking/Railroad  
Used the software for: 6-12 months

### "Flexible CRM"

November 17, 2020

4.0

Pros

I enjoy the flexibility to set up customer contact fields that mirror my customer's data fields-helps me with running report and quickly find the specific contact I want to view. The ability to customize fields is important to me and Apptivo allows the flexiblity and functionality to provide solutions specific to my CRM needs.

Cons

If you are not a power user, the chat feature works to help you get basic information you need-however if you want more support, they upsell to do the work for you instead of you-not a bad solution actually for users that want someone else to administer the work, projects etc within the software-I prefer to handle myself.

Review Source

JJ

Jane J.  
Sales Project Manager  
Financial Services  
Used the software for: Less than 6 months

### "FlexM & Apptivo Partnership"

September 29, 2022

4.0

I'd like to highlight not only the beauty of the platform, but also the treatment given to us by Karthick. He's very patient, accommodating and very knowledgeable about the product. Kudos to you, karthick, and to the team!

Pros

1\. Complex and easily configurable 2. Extensive list of items that can be customized 3. Straightforward and easy to understand

Cons

1\. We haven't really tested everything yet- specially our sales team.

Review Source

SS

Stephanie S.  
Business Processes Manager  
Recreational Facilities and Services  
Used the software for: 6-12 months

### "Easy to set up, we began using it right away!"

June 8, 2017

4.0

Ability to manage and track cases and projects. Ability to easily track and see employees projects and cases.

Pros

Ease of use. We needed something to track and manage cases and we didn't have time for a lengthy set up. With Apptivo's design and ease of use we were able to get it going right away and then integrate and add more features gradually as we went along. I also really like how you can customize each app to fit your businesses needs. We have a very niche business and being able to track the details of each of orders and customers has been very helpful.

Cons

The email app needs further development. I'd like to be able to archive my emails into different folders.

Review Source

JN

Jeff N.  
Owner  
Construction  
Used the software for: 2+ years

### "Review"

March 18, 2022

4.0

Pros

Easy; good support, able to auto add contacts to my google contacts

Cons

Cannot search by follow ups; cannot put old followups into someplace where they can be retrieved later if I ever need them again. GUI is very rudimentary

Review Source

AG

Amber G.  
Personal Assistant to Managing Director  
Real Estate  
Used the software for: 6-12 months

### "Apptivo Database"

May 4, 2023

5.0

All good, helpful support team

Pros

We like to see clearly how our clients are positioned and have access to searches

Cons

Not having an Apptivo manual to work from

Review Source

JJ

Jennifer J.  
Licensed Insurance Agent  
Insurance  
Used the software for: 1-2 years

### "Awesome way to house my clients. "

May 2, 2018

5.0

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

Pros

What I like most about Apptivo is the calendar for scheduling my clients and how the CRM software makes it easy to navigate to the clients uploaded files.

Cons

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

Review Source

Response from Apptivo

December 12, 2018

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

AC

Andi C.  
CEO  
Staffing and Recruiting  
Used the software for: Less than 6 months

### "Great CRM Program"

July 29, 2020

4.0

I love Apptivo, it's perfect for what we need.

Pros

We recently upgraded to Apptivo after testing out and demo'ing numerous products. Apptivo not only matched our budget, but it had ALL of the features that we needed it! I highly recommend the Apptivo team.

Cons

There are a few areas where we are having to manually enter the information from our old systems into the new system. The invoices didn't integrate properly and you have to manually get your past appointments on your calendar.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Apptivo

Pricing and support

Switched from

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

I wanted a product that had 24-7 support and Zoho would not offer that unless I paid anually

Review Source

KL

Kevin L.  
Account Executive  
Telecommunications  
Used the software for: Less than 6 months

### "Apptivo Review"

July 22, 2020

5.0

Relating the three apps is crucial to our business. We leapfrogged months into what could have been a long introduction period because of the help of the implementation agent and her team. Instead, we were off and running using the app for our crm within weeks while meeting with her with questions and our needs. Not sure it could have been the same experience without them. What a testimonial to the employees being hired there!

Pros

It is highly customizable and relatively easy for the user to customize. template building, tag creating and customizing list layouts and views are especially helpful to our business. Implemetation process is probably the differentiator between Apptivo and other similar products.

Cons

Associating an object from one app to another and then a third was especially important to us. The multiple many to many relationships was not easily created within the limitations of the software. It was the expertise and creative thinking of the implementation agent that worked within the system for us to achieve the relationships between apps we needed to use.

Review Source

SM

Stuart M.  
Director Panel Products USA  
Import and Export  
Used the software for: 6-12 months

### "Like that I can access from a mobile device"

May 7, 2018

4.0

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

Pros

Quick connections - no hang time...format is easy to follow, learning curve is very quick and help chat is a huge plus.....Mobile device connect is seamless , even on a smart phone

Cons

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

Review Source

Response from Apptivo

December 12, 2018

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

LC

Laura C.  
Managing Director of Partnerships  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Apptivo initial deployment of CRM evaluation "

February 16, 2021

4.0

Pros

The customization options and configurability were exactly what I was looking for. The customer service team is extremely responsive, accessible and easy to work with. Having the ability to tie together sales info with project details all in the same system allows us to scale as our business grows and create one central system for the entire business process.

Cons

The visualization overall could be a bit more "polished" and the speed between clicks should be improved for a more smooth experience. Small enhancements would make a better experience for viewing pipelines such as being able to slide columns around in list view rather than the first in/first out selection and being able to see more than 50 records at a time.

Review Source

LB

Luc B.  
Owner/Manager  
Transportation/Trucking/Railroad  
Used the software for: 6-12 months

### "very complete suite "

November 23, 2020

5.0

SUPERB!

Pros

all the possibilities it offers for the price

Cons

some configurations are complex and CRM should be simpler.

Alternatives considered

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

Reason for choosing Apptivo

many more options to help our growing business.

Review Source

HG

Harry G.  
CRM manager  
Retail  
Used the software for: 2+ years

### "An excellent platform for our needs"

September 15, 2020

5.0

Generally the team I was working with were extremely courteous and professional and I enjoyed working with them in the integration process.

Pros

It is a highly versatile platform which allows for the adaptable nature of our business.

Cons

The software does not support our current payment platform and so we will need to arrange for this to be integrated.

Review Source

Minsu K.  
CEO  
Media Production  
Used the software for: 6-12 months

### "Sophisticated & cehap sales and marketing tool"

December 30, 2022

5.0

Many businesses may control their customer experience to achieve consistent revenue growth.

Pros

You may enter notes and personal information for each contact.It is useful for keeping connections up to date and relevant.They are open to client criticism and aim to adjust swiftly.

Cons

There is no uniformity between the applications.Importing new addresses is difficult. They offer an importer however I've found that manually adding them is sometimes quicker.

Review Source

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