# Page 14 | Apptivo Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 14 - 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 14 - Reviews of Apptivo

## Showing most helpful reviews

Showing 326-350 of 708 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AT

Adam T.  
Owner  
Construction  
Used the software for: Less than 6 months

### "Great CRM app thats affordable and customizable"

September 8, 2020

5.0

First CRM for my company. I chose Apptivo for its customization ability and price. Its very user friendly in customizing to exactly what I want. When I've had questions, customer support has been very easy to work with and I guess it is 24/7 since I usually hit them up late at night.

Pros

I've been able to customze every module that I use to see exactly what I want to see. It has great automation of data - I type it once and it flows through to the other modules. Great value - low cost for a lot of features

Cons

Haven't been using it long enough to discover and dislikes

Reason for choosing Apptivo

Price, features, customization

Review Source

Walter U. B.  
Managing Partner, Founder  
Management Consulting  
Used the software for: 1-2 years

### "Overly complex for a small business"

May 1, 2018

4.0

Pros

Does what it says it will do. Has the ability to sort and tag, create targeted lists. Good search functionality

Cons

Learning curve is steep if small business. It is overconfigured, tries to be all things for all purposes

Review Source

BM

Burke M.  
Director of business development  
  
Used the software for: 6-12 months

### "Amazing streamline"

May 1, 2018

5.0

Pros

Beautiful layout, tutorial videos to get you started, chats with agents who answer your questions pretty much instantly.

Cons

Some API difficutlies. Some difficulty with the email syncing in the beginning. Email opened receipt sometimes lags by a long time.

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

EA

Elizabeth A.  
Customer service representative  
Construction  
Used the software for: 6-12 months

### "Fantastic product"

February 6, 2019

5.0

Pros

It’s very customizable to fit the needs of your business

Cons

It is hard to figure out at first and some of the how to videos are outdated

Review Source

Response from Apptivo

March 26, 2019

Hi Elizabeth! 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!

SK

Sabyasachi K.  
Process Owner  
Building Materials  
Used the software for: 2+ years

### "."

July 10, 2020

3.0

Pros

The structure of the software in terms of different apps

Cons

Audit controls are to developed further

Review Source

SB

Sebastien B.  
CEO  
Events Services  
Used the software for: 1-2 years

### "CRM Feedback "

May 14, 2020

5.0

My experience is perfect and I will not change .

Pros

CRM is a really good solution to improve our work efficiency and quality. It's easy to use and the team is always available to help

Cons

Just waiting for a SMS sending solution to arrive

Reason for choosing Apptivo

Price and functionality

Review Source

KS

Kleopas S.  
Solicitor  
Legal Services  
Used the software for: Less than 6 months

### "Excellent support"

November 24, 2021

5.0

Best customer support from \[SENSITIVE CONTENT\] and especially \[SENSITIVE CONTENT\] , which developed our custom-made forms in Apptivo!!

Pros

Easy and convenient CRM, which enables us to file all information of our customers

Cons

May be high charges if you try to customize some templates in Apptivo

Reason for choosing Apptivo

Best reviews online and introduced to us by another company

Review Source

VR

Verified Reviewer  
  
Computer Software  
Used the software for:

### "Beyond Impressed"

April 27, 2014

5.0

I have worked with two other CRMs. This solution beats them both for single users or groups up to 50. The cost is ONLY $10 per user/month. You determine each user's apps that are required for their job role. These apps may also be rolled out in phases. You company can 'ease into' CRM at your pace.

Pros

You can design a CRM solution around your business. This is because of the dozens of apps that you get access to for no additional charge. This is a full-featured CRM product and mini-ERP system. It is as flexible as it is powerful. Wow.

Cons

No integration with Constant Contact. They do have plans to offer it Q4 2014.

Review Source

DM

David M.  
Principal & Co-Founder  
Hospitality  
Used the software for: Less than 6 months

### "Apptivo Product Review"

September 30, 2019

5.0

We vetted a number of CRM's and we're so glad we moved forward with Apptivo. Apptivo has helped our team to be much more productive and efficient. Many of the reports we use to generate were being done manually.

Pros

Staff has been great to work with as they created and implemented several custom features (at no charge) specific to our industry. Especially, like that the emails our sales team send from "their Outlook" are recorded in the system for all to see.

Cons

The only thing I can think of is the software is somewhat app-specific. Otherwise, no other issues.

Reason for choosing Apptivo

They Apptivo staff truly earned out business by being so attentive to our requests and customization of their software to match our specific needs.

Review Source

TG

Thomas G.  
Sales  
Environmental Services  
Used the software for: Less than 6 months

### "Unexpectedly good for the low price"

August 20, 2019

4.0

We are a company from 1994 and when i took over in 2019, they were working as if it still was 1994. In a company i worked for before, it took them 10 years to find the right software. We used apptivo for a week and we knew that this was it. Now our whole business is running on it.

Pros

The fact that the CRM and financial part work very good together.

Cons

The app on a tablet is not as extended as in the browser.

Reason for choosing Apptivo

Price and functions

Review Source

Response from Apptivo

August 26, 2019

Hello Thomas, Thank you so much for taking the time to post this review! Our team is thrilled to hear that you find Apptivo very helpful, especially with the CRM and Financial apps. We will collect your feedback about the tablet app to notify our teams accordingly. Again thank you so much! Team Apptivo

DR

Daniel R.  
Head of Regional Development  
Information Technology and Services  
Used the software for: 6-12 months

### "Apptivo for Sales"

July 7, 2023

4.0

Generally okay. but still getting to know how to use it.

Pros

It is an easy to use product and has the flexibility to customise

Cons

I have found that the import function is not intuitive

Review Source

GD

Gary D.  
Operations Strategist  
Marketing and Advertising  
Used the software for: Less than 6 months

### "New to Apptivo"

February 21, 2019

4.0

Excellent! I LOVE the chat feature. Apptivo is very quick to respond to a chat request. They are able to answer my questions and help as needed. Can start a chat session to get a quick answer to a question...not a big issue to get answers! Keep up the great work Apptivo!!

Pros

Very flexible! Can remove fields and functions that are not needed at this time. Can add fields that we need for our business.

Cons

Integration with Microsoft Office...more an Office issue than an Apptivo Issue

Review Source

Response from Apptivo

March 25, 2019

Hi Gary! 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 support 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!

VR

Verified Reviewer  
Owner  
Printing  
Used the software for: 6-12 months

### "Great Product and top notch Service"

April 16, 2019

5.0

Having the on-line chat available 24 hours a day is unbelievable. They very knowledgable and fast. Its like having your own IT sitting there next to you waiting for me to ask a question. Great SERVICE!

Pros

Tons of features for less money. Great Customer service

Cons

Occasional it doesn't have a feature I would like...not very often

Review Source

Response from Apptivo

June 20, 2019

Hello! Thank you so much for taking the time to post this review! We are glad that you're happy with our software and support team! Team Apptivo

MG

Misty G.  
Americas Sales Manager  
Mechanical or Industrial Engineering  
Used the software for: 6-12 months

### "Apptivo - Get what you pay for"

March 4, 2018

2.0

Pros

Apptivo is a good price without signing annual membership. It is also fairly easy, ONCE it is set up. Apptivo offers a nice clean Mobile app, again, ONCE it is set up.

Cons

Continuous email syncing issues - even with common G-Mail applications. Email app very difficult to use. Primary use - good for organizing once synced. App offers many features - but they do not flow from one app to another. For example, set up tags on the customer page, but tags are lost when building an opportunity for that same customer. If you want the tags, you need to re-enter on the opportunity page.

Review Source

WW

Waylon W.  
Marketing and Sales Development Manager  
Biotechnology  
Used the software for: Less than 6 months

### "Streamlined, robust CRM for a small business"

May 6, 2019

5.0

Pros

Apptivo is equipped with the primary sales automation features that our firm needed but offers much more that we can choose to implement down the road if we choose. Very cost effective and adaptive to our needs. Also, I appreciated that the sales and implementation team focused on the applications/services we requested rather than try to up-sell us on additional features.

Cons

We are only ~2 months in to fully using Apptivo and are still learning the ins and outs of the system. No major cons/complaints at this point.

Review Source

Response from Apptivo

June 20, 2019

Hello Waylon, Thank you very much for taking the time to post this review! We are so thrilled that you're happy with our sales and services teams. We hope to continue to provide all of our customers with the same amazing experience you had with us. Again, thank you! Team Apptivo

GH

Greg H.  
Director Sales and Marketing  
  
Used the software for:

### "Lots of Missed Promises and Marginal Support"

November 24, 2015

2.0

We purchased Apptivo with lots of promises about what it could do and yet, even some of the basic stuff doesn't work. The idea that there is online customer service right in the app is great - but it appears like anyone near the help computer in their office answers that help window so you, more often than not, get a "we'll send it to development" response which means you will never see an answer. They say their app can "sniff" your email transactions and provide a record in the clients profile if you integrate with Gmail, but sadly they do not and they simply do not answer to any customer service inquiry dealing with the issue I have asked about the same issue three times and never gotten the courtesy of a response. And that's not the first time we have experience less-than-steller support, we have had to do this on multiple occasions with similar outcomes. We have asked many times about even the simplest things they should be able to do like print a profile page, which to my amazement they cannot do . It sounds cool that you have all these apps but it isn't really well integrated and they seem like too small a company to really get this thing robust. It is better than Excel for sure but it has a long way to go even for even the low rate they charge. Pay a little more, get a product that is ready for prime time and has a support team willing to follow-up. I came back here to this site to look for a better CRM than this.

Review Source

RM

Renny M.  
CEO  
International Trade and Development  
Used the software for: 6-12 months

### "Good CRM"

April 24, 2019

4.0

Pros

\- complete pack of business apps, All-In-One - good online support (chat)

Cons

\- incomplete and outdated manuals and video tutorials

Review Source

Response from Apptivo

June 20, 2019

Hello Renny, Thank you so much for taking the time to post this review! We're glad that you're happy with our support team and software capabilities. I'm sorry that the manuals and video tutorials were found incomplete or outdated. I'll collect your feedback to notify our teams accordingly. Again, thank you so much! Team Apptivo

CM

Claudia M.  
EA  
Design  
Used the software for: 1-2 years

### "Great customer service"

January 10, 2023

4.0

Pros

Helpdesk is excellent and very quick to assist

Cons

it can be complicated to get used to as there are a lot of features

Review Source

mJ

mark J.  
Account Director  
Financial Services  
Used the software for: 6-12 months

### "Support"

May 30, 2019

5.0

I have just received fantastic support from our rep who went out of his way to assist me. He should be congratulated for going above and beyond!!

Pros

Easy to use and intuitive!! I would thoroughly recommend it

Cons

Nothing to complain about, its a great platform

Review Source

Response from Apptivo

June 18, 2019

Hello Mark, Thank you so much for taking the time to post this review! Our team is happy to hear that you're happy with the support we offered and hope to continue it. Again thank you so much! Team Apptivo

BB

Bill B.  
Director of Operations  
  
Used the software for: 1-2 years

### "Easy to use, few quirks but Apptivo CS is willing to help. Can easily add and removed functions. "

May 1, 2018

4.0

Pros

Very simple to roll out, after a few informational sessions on the product was easy to get things started. Apptivo CS helped make tweaks as we moved forward. Cost effective for small businesses.

Cons

Biggest issue we have had so far was the migration from Saleforce, had a few hick ups regarding the data, took awhile to get it figured out. Once it was imported we had to do alot of back ground work to find data we needed.

Review Source

BR

Blaine R.  
Sales Manager  
Utilities  
Used the software for: 6-12 months

### "Works Just Fine"

December 14, 2017

4.0

Happy enough with this product for the price it does what we need it to do.

Pros

Works well for our purposes. I know for sure we do not use the system to its fullest potential but the business is fairly new and we have reworked our process several times. It has still been very helpful despite our under utilization. It is something I plan to correct. Great customer support though and a good amount of customization options

Cons

A lot of work to set up correctly and get it to do what you need it to. Does not directly incorporate facebook leads (our businesses primary source of new leads currently)

Review Source

MS

Michael S.  
Manager  
Design  
Used the software for: Less than 6 months

### "Extremely powerful application. But takes some setup time"

November 5, 2020

4.0

It is still early days. I can see the potential. If a small business I would recommend setting up as simply as possible and add further apptivo apps only as needed. The potential is so great.

Pros

The integration with existing gsuite and paypal and the capability to track opportunities and generate invoices linked to paypal means that we only have to enter data one time and can control everything from the Apptivo interface.

Cons

The setup time and difficulty is significant.

Reason for choosing Apptivo

Low starting price and integrations. Particularly with Paypal.

Switched from

[Streak](https://www.capterra.com/p/124465/Streak/)

Lack of integration with paypal.

Review Source

SW

Sean W.  
  
Construction  
Used the software for: 2+ years

### "Apptivo is great"

July 8, 2016

5.0

As far as overall tracking of your business, I would say Apptivo is that way to go. You can track potential sales, vendors, customers; and is customization is easy.

Pros

I don't even know where to start. So much integration. It's pretty sweet.

Cons

I think the project management portion could be more robust.

Review Source

TA

Tahir A.  
Managing Director  
  
Used the software for: 6-12 months

### "Great Software + Great Support + Very expandable"

May 2, 2018

5.0

It has disciplined my sales team

Pros

It does exactly what I need for my start up business but also has shown the capability to expand as my business has grown.

Cons

Nothing. It's a great app for our busiess and there's a lot of other providers whose functionality is limited but costs much much more.

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

Cathy P.  
Consultant  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Fairly New to this Software but Like it overall"

January 30, 2020

4.0

I like the layout and design of the CRM. I love the details that are included.

Pros

I love the different views and the way to move the leads through the sales funnel. There are a few changes I want made but I think it can be done.

Cons

I like everything so far. I can't find anything I don't like about it. I am new so as a new user it is very comprehensive.

Review Source

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