# Page 13 | Apptivo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 13 - 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 --- 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 March 13th, 2026 # Page 13 - Reviews of Apptivo ## Showing most helpful reviews Showing 301-325 of 708 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SW Stefan W. Director Financial Services Used the software for: 1-2 years ### "Blazing fast customer support" October 7, 2022 5.0 Pros Fast Support, variety of customization possibilities Cons Needs some time to get into it to use the full potential, Knowledge base is large but it is hard to find the right answers Review Source JR Jason R. Chief Operating Officer Package/Freight Delivery Used the software for: Less than 6 months ### "Great product and support team." December 16, 2022 5.0 I have had a good time learning the product and have been surprised with some of the features that are installed. Pros The software is very robust and has a lot of features for the price of the software. Cons Some of the features take a bit of time to learn. They are not as intuitive as I would like. However the support team is available to assist you. Review Source Gerald R. CEO - Chief Encouragement Officer Management Consulting Used the software for: Less than 6 months ### "Apptivo support" February 1, 2019 4.0 Customer contact and mangement Pros Loved the calendar when I open up Apptivo CRM. And most importantly the excellent support I receive Cons To early to tell at the moment will advise later Review Source Response from Apptivo March 26, 2019 Hi Gerald! 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. 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! RM Rebecca M. Consultant Farming Used the software for: Less than 6 months ### "Review from Progressive Rural Solutions" October 7, 2021 5.0 Apptivo team have been great to deal with flexible with timing with feedback via email and zoom meeting Pros flexibility to customise to business needs Team has been reactive and provided a high level of support to meet our needs for a very complex process Roll out has been fast and development has fit well to meet our needs Cons I find the number of clicks to get to information are sometimes higher than I would like. This may become easier when i become more familiar with the product over time Reason for choosing Apptivo fexibility and customization options user friendly Review Source SD Sandrine D. Executive assistant Import and Export Used the software for: 6-12 months ### "APPTIVO one month of use only" November 6, 2020 4.0 From now, we solved an issue with templates. All is good now with the edition of the documents. Pros I used this software only for one month and it's quite easy to use and administrate. We can create and adapt new functions easily. Cons From now, my main difficulty is with the page/template layouts which I find not easy to use. I spend a lot of time to organize the templates but after that documents are qualitative to send to clients. The help of the customer support is very qualitative and reactive. Review Source MB MARIA B. Osteopath D. O. Health, Wellness and Fitness Used the software for: 2+ years ### "Great value for money..." June 4, 2019 4.0 nice costumer care. All the ones I contacted were really helpful. Pros Easy to use, value for money, customer care Cons You suddenly deleted the function for emailing invoices without any costumer information - it was suddenly just gone, which forces me to change my billing system completely. Review Source Response from Apptivo June 18, 2019 Hello Maria, Thank you so much for taking the time to post this review! Our team is happy to hear that you found Apptivo easy to use and our support valuable. I apologize that you faced an issue with invoicing and will collect this feedback to notify our teams accordingly. Thank you so much! Team Apptivo CB Chip B. President Construction Used the software for: Less than 6 months ### "Apptivo " March 3, 2022 2.0 We spent a significant amount of money on the professional implementation, which ended up being 2 months late. Only then did we realized the software is difficult to use, did not have the functionality agreed upon and would have required a significant amount of administrative time to use. We decided to move on to an easier to implement and use product for our business. Pros The software suite appears to have a lot of functionality Cons Implementation very cumbersome and confusing. Functionality not what was anticipated. Review Source SM Sharjeel M. CEO Information Technology and Services Used the software for: I used a free trial ### "Awesome & Easy To Use" April 2, 2019 5.0 I'm amazed by the ease of use! I highly recommend People out their who are looking for cost effective, user friendly CRM. You have everything what you need in Apptivo, thank you Apptivo, great team without a doubt. Pros It's an extremely user friendly software. It will take couple of hours to setup and once you are done, you wouldn't believe how much this will ease-up your life. Cons That the settings for the items and employees etc are placed somewhere else, and it doesn't indicate where should I go first in order to add an item in an item list. Review Source Response from Apptivo April 5, 2019 Hi Sharjeel! 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. For any assistance while you are working with setting up process, you can always use our online chat 24/7 or write a note to support@apptivo.com We would continue to provide all of our customers with the same amazing experience. Thanks again! SK Shahid K. Technical Manager Security and Investigations Used the software for: Less than 6 months ### "Best CRM I ever found" March 19, 2019 4.0 Pros Best value for money. Fully customisable. Best pre-sale and after-sales technical support team available 24/7. One CRM for all kind of activities. There are many apps like marketing, sales, financials, supply chains and many more in one app. Cons Little slow, online chat button for support in bottom is somewhat disturbing. Review Source Response from Apptivo April 3, 2019 Hi Shahid! 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. Sincere apologies that you have been facing slowness with our tool, we are working to optimize the speed and you will see improvements in the near future. And We are working on customizing the chat button. You can always get us on online chat (24/7) or write a note to support@apptivo.com. Thanks again! ED Erick D. Exclusive Latin America Sales Agent International Trade and Development Used the software for: Less than 6 months ### "Excelent!" November 26, 2020 5.0 I really recomend . The CRM is perfect ! Everything helps my job to be improved all day long Pros I strongly recommend it! Easy to use and excellent to deal with Cons I think it could be improved to android phone uses Review Source LV Laurence V. Partner Defense & Space Used the software for: 6-12 months ### "Review Apptivo Mani" April 1, 2019 5.0 Great databank Pros Easy and very Apptivo is very helpful in case of problems Cons There is a glitch in forwarding my emails from my standard account to Apptivo account Review Source Response from Apptivo April 5, 2019 Hi Laurence! First of all, thank you so much for taking the time to post this review. Apologies that you are facing some issues in forwarding emails. We will completely make up to you at the earliest. We would continue to provide all of our customers with the an amazing experience. You can always get us on online chat (24/7) or write a note to support@apptivo.com. Thanks again! BH Beth H. Loan Officer Financial Services Used the software for: 2+ years ### "They are very responsive to me" January 31, 2022 5.0 Over all, it's been very good Pros I like how I can customize the database. Add my own Categories and Flags for instance Cons It's been hard for me to figure out. I wish it was easier to figure out Review Source CL Chris L. Director of Business Development Oil & Energy Used the software for: 6-12 months ### "First time CRM user-great customer service " September 20, 2019 4.0 We purchased Apptivo to help with CRM and Project management. Once I get through with the initial set up (which has been no easy feat) I believe it will be a great asset. Pros Customer support / MS office integration/Price Cons MS office integration needs to be more robust Alternatives considered [Salesforce Revenue Cloud](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Apptivo MS compatibility / Price Review Source MM Mike M. Ops Used the software for: 6-12 months ### "Liked the product but wasnt crazy about the lack of resources or ability to find help" May 1, 2018 4.0 Pros Really liked the way emails were tagged, tracked and seemed easy to find or follow at any point in the sales cycle Cons support and ability to learn on ones own time. Felt like I had to figure out how to use or develop many of the features. Not a fan of not having folders in main email inbox. 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 GK GILLIAN K. FINANVCE & OFFICE MANAGER Food & Beverages Used the software for: 6-12 months ### "Apptivo Review" July 21, 2021 4.0 Pros I love the PO system, integrating with the supplier invoices. I also love the sales ledger side, with the email templates for sending out invoices to customers. Cons Sometimes we have problems with Xero integrations. Review Source RB Richard B. Web Designer Construction Used the software for: I used a free trial ### "Excellent CRM" February 10, 2022 5.0 10/10 Pros Highly customisable Great value Excellent support Cons Country field in Job Forms should be optional not mandatory Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Cost, ease of use, less apps, less value for money Review Source LM Liam M. Strategic Account Manager Legal Services Used the software for: 1-2 years ### "Apptivo" January 5, 2021 4.0 Pros Customization is relatively easy, chat is helpful for answering questions at all hours. Cons Some issues with importing / exporting data Review Source AW Alexis W. Director of Operations Farming Used the software for: Less than 6 months ### "Great Option for Unique Business Model" April 24, 2019 5.0 Apptivo is allowing our business to organize and use information more efficiently. The highly customizable fields make building a CRM that meets our needs easy. The interface is intuitive and I anticipate that it will be easy for our staff to learn it quickly. The Apptivo staff member who assisted me today, was knowledgeable and helpful throughout the process of transitioning to this platform. Pros I like how customizable and scalable the Apptivo CRM is. It meets our needs as a growing non-profit both now and for the foreseeable future. Cons Right now, there's more options than we need, like employee management, but it is nice to know the option is there. Review Source Response from Apptivo June 20, 2019 Hello Alexis, Thank you so much for taking the time to post this review! We're glad that you're happy with the customizable features of Apptivo and find it easy to use for you and your team. We exist and are lucky to have customers like you. Again, thank you so much! Team Apptivo RH Ralph H. President Automotive Used the software for: 2+ years ### "Customer service" April 17, 2019 5.0 Excellent Pros this works fast and easy from my phone and does what I need from my laptop at home Cons marking invoices paid use to be easy or should I say faster Review Source Response from Apptivo June 20, 2019 Hello Ralph, Thank you so much for taking the time to post this review! We are thrilled that you're happy with our support team and enjoy accessibility from your mobile phone and laptop. I'm sorry to hear that you faced an issue with speed when marking invoices. This should be resolved now, but please feel free to contact us at support@apptivo.com if you're still facing issues. Again, thank you so much! Team Apptivo CM Christine M. President Printing Used the software for: 6-12 months ### "Impressive" July 7, 2022 5.0 For a small business, coordinating setting up a new database system can have challenges. Apptivo support staff are very helpful with solutions. Pros Customizable modules are intuitive and easy to edit. Cons I don't have anything yet that I don't like. Reason for choosing Apptivo modular, customizable, affordable Review Source GM Gijs M. COO Health, Wellness and Fitness Used the software for: 1-2 years ### "Good software with excellent support" February 17, 2021 5.0 Pros Easy to use software. Highly customable. Cons A lot of possible options so some learning curve. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review Source VR Verified Reviewer Business Owner Used the software for: ### "Excellent" November 16, 2017 5.0 Helps me rotate my clients and clean my other CRM system. Is nice to use new systems and learn new products. Pros It rotates clients. Customer Service is very good attentive. It works well with my existing crm. I will continue and pay. Review Source BB Bill B. Sales Manager Paper & Forest Products Used the software for: 6-12 months ### "Apptivo Review" December 17, 2021 5.0 I find it very helpful in recording key contacts and and notes on sales visits. Pros Easy to use and identify customers in the system by category Cons It would be good to identify past purchases. Review Source TL Todd L. Senior Director, IS Non-Profit Organization Management Used the software for: 6-12 months ### "The software is very flexible, but slow and can be cumbersome to configure." May 1, 2018 3.0 In the end, none really. The tradeoff of performance for price and flexibility was not worth it. Pros For the money, the level of functionality can't be beat. And the system is designed to be flexible enough to meet almost any use case scenario. Cons The software is slow to use, taking quite some time to refresh screens. Not devastating slow, but more of a death-by-a-thousand-cuts scenario; where each little hesitation adds up to a noticable reduction in productivity. Also, with extreme flexibility there is always the tradeoff of extensive configuration; and Apptivo is no exception in that regard. The more you use, the more you will need to configure. Review Source NB Nelson B. owner Information Services Used the software for: Less than 6 months ### "Customer support" September 3, 2020 4.0 Mixed. But fairly straight forward. I am the admin and a brand new user so sometimes difficult to understand what has to be done. Pros The 24/7 help is useful. Talking is more useful to me than links but it works ok Cons Difficult to talk to someone to explain issue Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Apptivo At first glance interface of CRM looked familiar. I was an ACT user/sdmin for 25 years. Switched from [Salesforce Marketing Cloud Account Engagement](https://www.capterra.com/p/134593/Pardot/) SF to complicated Review Source Talk to a Capterra advisor for free and get results within 15 minutes.