# Page 4 | Apptivo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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) [View alternatives](https://www.capterra.com/p/228915/Apptivo/alternatives/) 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 4 - Reviews of Apptivo ## Showing most helpful reviews Showing 76-100 of 708 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AT Andy T. Owner. Impact Speaker Professional Training & Coaching Used the software for: 2+ years ### "Three years of success with Apptivo" December 14, 2022 4.0 Improved the professionalism of my email campaigns while saving me time. Prior to the pandemic, I saw a marked improvement in the response of my clients to my emails. Pros Questions are quickly answered by 24/7 customer service. Screen sharing by their help team is effectively used to help resolve the issues. Easy to access and update contacts and share emails. Phone app is seamlessly connected to the web based database. Video library is impressive for teaching the software. Cons At this time, I am good with everything. Any improvements I would comment on are probably solved by taking the time for me to watch the training videos on how to correctly use aspects of the program! Review Source VR Verified Reviewer Account Manager Food & Beverages Used the software for: 1-2 years ### "This has been such a great site to use for us to record customers and make sure to follow up" July 25, 2018 5.0 Pros Love how they have the follow up option, I depend on this on when to follow up with my customers It is easy to use and get data about the type of clients we have Cons I wish it was easier to link so we could have sales, manually updating that is a pain, also wish that it had more options on types of customers we can put them under 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. I am sorry to hear about your experience with the manual updating and we are looking into that. 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 JC John C. salesman Paper & Forest Products Used the software for: Less than 6 months ### "customer service gets you up to speed quickly" January 14, 2021 5.0 This has replace the ACT program I used to have and it is doing well. Pros I like the ease of getting answers from customer service if stumped. I am 72 and while the app is pretty easy to navigate I sometimes need help and the team always comes thru quickly. Cons nothing it is doing all that I need done and more. Alternatives considered [Act!](https://www.capterra.com/p/175860/Act/) Reason for choosing Apptivo I knew ACT would eventually stop the support as they are leaning to total cloud programs so I thought Apptivo was a good alternative at a wonderful price. Switched from [Act!](https://www.capterra.com/p/175860/Act/) I lost the program when doing a reset and with support no longer available for my app I decided to make a change . Review Source CB Chris B. manager Wholesale Used the software for: 2+ years ### "Value and Versatility" January 1, 2023 4.0 I am happy. Pros Apptivo can be configured to suite your needs Cons The layout and flow is a bit outdated and sometimes the custom configuration needs tech support Alternatives considered [monday.com](https://www.capterra.com/p/147657/monday-com/) Review Source Andrei P. Data Scientist Education Management Used the software for: 1-2 years ### "Apptivo is great for growing companies." September 12, 2022 4.0 The great thing about Apptivo is that it can scale and reach other areas/departments as your company growths. Most apps are suited more exclusively "Big Business" or "Small Business", having a software that can adapt to both is great. Pros The fact that you have a huge number of apps that you can use according to your company/team size. Cons Because of the scale the app can take it can be a little confusing in the beginning. Review Source Oluwa Locheyi H. Agent Commercial Retail Used the software for: 1-2 years ### "Apptivo : Un logiciel de CRM pour les petites entreprises " October 22, 2023 4.0 Pros Apptivo est logiciel avec une interface très soignée et organisée permettant de faciliter l'automatisation des ventes, le suivi et la gestion des ventes internes comme externes. Il constitue également un logiciel d'assistance en ligne en cas de nécessité. Cons Apptivo ne présente pas d'inconvénients pour mon utilisation. J'aime bien ce logiciel. Review Source MH Mary H. Consultant Hospital & Health Care Used the software for: 6-12 months ### "Amazingly Flexible Small Business Solution with HIPAA Support" February 20, 2021 5.0 Apptivo is a powerful solution for my client. We were able to replace a legacy system of claims processing to include membership management, a secure membership portal and attach membership documents. Prior to Apptivo only our claims processes were automated. Everything else was done manually or stored on Google Docs. What impressed me the most, was their ability to program new apps, implement HIPAA compliance programing features and other processes needed for my client. The Services Project Manager and his team are incredible! They are very professional, learned our business needs, identified solutions, were highly flexible as we navigated through COVID-19, and are extremely patient. Always willing to educate the client to be more resourceful. Pros Functionality, flexibility, working with the Apptivo team to set up the software, ease of use for our portal members and pricing. Cons Most of our recommendations were supported by Apptivo. There is a bit of a cumbersome process in generating our member payments. However, this is partially due by our decision to not re-enter our claims for generating payments. Reason for choosing Apptivo The solutions they offered, the timeline, confidence in the people we were working with and pricing. Review Source PL Paula L. Owner Medical Devices Used the software for: Less than 6 months ### "Solo User Migrating from Act! Not a sophisticated CRM user" May 18, 2021 4.0 I would rate the support team excellent. They are helpful. I need to spend more time working with Apptivo to evaluate the software properly Pros I am an independent rep working with many brands and had 15 years of contacts in Act database that I needed to extract with all my fields and notes intact. I am not super tech savvy! I made the switch to Apptivo because they have a data migration service for a reasonable fee. The team leader was wonderful and helped held my hand throughout the process. They created the apps that I needed to integrate my data. I have only been using the system for a few months and still learning so i will circle back once I am proficient. Cons I use Contacts-Customers & Leads - calendar & marketing. I have the same custom fields in all three apps. I am not thrilled with the fact that if you change a custom field in one app- it doesn't integrate with the others so I have to go into each app each time an update is needed which is time consuming. I wish there was a feature that addressed this. You can only integrate one mail platform so I cannot pull my mail from my various accounts into the Apptivo Suite. Switched from [Act!](https://www.capterra.com/p/175860/Act/) I made the switch from Act! because as a single user it was too expensive to use their cloud platform and I need that to operate in the field. I wanted a CRM that I can access from any device. Review Source Rainer L. Founder/Managing Director Used the software for: 6-12 months ### "Great experience so far. For my type of Business ideal" May 8, 2018 5.0 CRM System is very useful to Support a systematice sales process. Pros Possibility to tailor it to a specific Business, the functionality, Ease to Use, Layout, various search functions, etc. Cons \- Opportunities section could be enhanced by beding able to create reports for a specific product. for example: -Performance Report, Pipeline by Stage, Sales Funnel, 12 months Pipeline etc. not only for "All opportunies, but also for specified and pre-defined products 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. I am sorry to hear about the problems you faced and we are looking into that now. 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 SW Scott W. Principal Retail Used the software for: 2+ years ### "Review" September 28, 2023 4.0 I have been very pleased so far with Apptivo. Pros Ease of use, great customer service. I can access it from anywhere. Very customizable. Cons The website can be sluggish. The android app is not ideal. Review Source ME Marisela E. Owner/Operator Fine Art Used the software for: 2+ years ### "I have been using Apptivo for several years; they have great features but can run slowly." May 1, 2018 3.0 An affordable CRM program that integrates with invoices, and paymentss. Great customer support. Pros integration between CRM and invoicing and emailing is great! I am able to send out invoices and get paid through PayPal and my system is updated. Cons The software can be slow. Sometimes I will input information and the program does not respont. They offer a Ledger to input expenses but it is very difficult to use, takes such a long time to update. Overall some areas are great but the program lags, takes a very long time to upload info. 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 SKV Sumit Kumar V. Tech Lead Information Technology and Services Used the software for: 6-12 months ### "Apptivo features " September 12, 2023 4.0 Good CRM tools Pros Ease of use, sales and contact management in CRN was good. Cons Little bit costly and performance is average. Review Source VR Verified Reviewer Regional Sales Manager Financial Services Used the software for: 6-12 months ### "Apptivo - 8 months in" October 15, 2020 5.0 Very good initial experience and ongoing support via chat function Pros Great features, ease of use, email integration Cons The fine tuning of some features took some time. Some aspects of the system had minor bugs that meant aspects of the system didn't work as intended, but issues were looked into and corrected via the ongoing support available. Online chat can be frustrating on times, but screen share is available which helps in some situations. Review Source OB Oran B. CEO Military Used the software for: 6-12 months ### "Customer support" July 6, 2023 5.0 Good Pros valuable services to include many things that I need to run my business Cons Some good reps that speak good English, some reps need to better understand English Alternatives considered [monday.com](https://www.capterra.com/p/147657/monday-com/) Reason for choosing Apptivo I was going to leave, because I need Zoom support, but I got the support I needed so I stayed Review Source MR Masud R. Human Resource Manager Information Technology and Services Used the software for: 1-2 years ### "An Amazing CRM Solution For Business " January 15, 2024 5.0 Pros I like the ticket management features and that the software comes with amazing online CRM capabilities It makes lead management easy and also comes with account management features too It is a great help desk solution and makes customer success easy Cons With Apptivo, there has been a smooth transition and no problems. Review Source RG Rachael G. VP/General Mgr Hospital & Health Care Used the software for: 6-12 months ### "Intuitive Software with Good Customer Service" May 18, 2022 5.0 Apptivo allows us to utilize and provide reporting (snapshots of our progress) easily within one application. Pros Our implementation specialist who helped us set everything up was great. Really like the in-depth customization options as well. Cons Would love to see a mapping tool to use when scheduling appointments for customers close to one another. Reason for choosing Apptivo Price and customization. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Prior application was cumbersome to produce snapshot reports and ease of use was challenging. Review Source GS Gregory S. President Used the software for: 6-12 months ### "I have utilized several CRM solutions and the Apptivo CRM solution is a great solution for it's cost" May 1, 2018 5.0 Pros Apptivo CRM is easy to use, and makes available lots of functionality to pick and choose from when building a customized solution. Apptivo's customer support is excellent, responsive, helpful and does a great job supporting me when I need help. Cons For non-technical users, modifying the screens to build a customized app, can be a challenge. However, Apptivo customer service is ready to jump in and help when needed. Customer support is accomplished via chat window, which can be tedious. However, Apptivo makes available voice support when requested. And, they provide lots of You-Tube based videos to demonstrate how to modify functionality. 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 ApptivoThank 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 eK ed K. Director Information Technology and Services Used the software for: 6-12 months ### "Its the support that makes all the difference" March 14, 2019 4.0 Fastastic experience overall. Great documentation but I just use the chat support and they usually direct you straight to the article I need. I intend to gradually introduce all the functionallity into my business. Pros I like the way you can enable just the bits you need. I started with just invoicing and am gradually enabling the other elements as I need them. That way it doesnt blind you with too many options whilst you learn to use the system. Its the support that really makes the difference in this product. I have had lots of questions and I have all these answered quickly via the chat function. No question is too much trouble and considering the very affordable price its unbelievable. Cons I cant think of many really. Occasionally its a little slow and sometimes I get the odd glitch but nothing to really worry about. Review Source Response from Apptivo April 3, 2019 Hi Ed! 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. Our apologies that you are facing slowness with our tool. We are working to optimize the speed and stabilize it without any further glitches. And 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. Thanks again! TP Tiphanie P. Marketing Manager Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "Good value for your buck" August 26, 2022 5.0 Apptivo team was great through and through. They are responsive and efficient, they are able to customize the tool to your wish. The overall experience has been great so far. We will need more time of use to really make the best of it. Pros Apptivo is very easy to use compared to our previous solution. From an admin point of view, you don't really need a tech guy to maintain the tool. It is fast to load, the information is readily available and the support team is super responsive. On top of that, it is very inexpensive compared to other software. Let's see how it goes going forward :) Cons For now, I would say the layering is a little strange. It works in columns so when you want your opportunity page in a certain way, it is a bit difficult to organize. But so far, not much more than this. 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 Mainly for the price and the fact that it offered all that we need from a CRM point of view, if not more. Also, the ease of configuration for a non-tech person was a major factor. Review Source PD Paul D. Managing Director Consumer Goods Used the software for: 1-2 years ### "Apptivo is a good CRM system" August 16, 2021 5.0 Really good, the integration team and helpdesk are awesome and our company contact has been really helpful, despite our slowness. Pros Full fetured system for managing leads and contacts as well as invoicing, inventory and quoting Cons Would be good if it could integrate with MYOB Alternatives considered [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) Reason for choosing Apptivo Price and ease of use during demo, just seemed most logical and easy to use. Review Source MG Mathew G. Chief Marketing Officer Broadcast Media Used the software for: Less than 6 months ### "GreatCost Effective Alternative to Hubspot" April 30, 2023 5.0 Pros You need a CRM! But you don't exactly need one with a price tag like hubspot. Apptivo was able too offer all the features I needed at a price that made sense. The platform is designed to grow with your business and remain affordable while keeping you competitive. Customer service is easily accessible and very friendly. Apptivo is worth the test drive.... Cons There is a noticeable lack of social media management tools, which may be the only edge something like Hubspot can offer over Apptivo Reason for choosing Apptivo Cost, Tech Stack Review Source RT Richard T. President Marketing and Advertising Used the software for: 2+ years ### "\[SENSITIVE CONTENT\] Feb 1, 2022" February 2, 2022 5.0 Very very very Good, Apptivo has been a wonderful experience!!! Pros My favorite software Apptivo is totally very Awsome the heart beast of my company \[SENSITIVE CONTENT\] Cons I wish Apptivo had some integration with \[SENSITIVE CONTENT\] and other lead \[SENSITIVE CONTENT\] generation software programs. Takes me a long time to import my leads. Review Source Alan S. Multiple Line Insurance Agent Insurance Used the software for: 6-12 months ### "Great value and functionality for the money!" May 7, 2018 5.0 Ability to track many aspects of my business with ease. Pros I like that I can customize the CRM to fit my specific needs. It give me many options for capturing data that I need to keep track of my business. I like the ability to be able to filter reports and keep track of revenue. Cons I wish I had the ability to mass delete information. It is very time consuming to delete each record one at a 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 RT Rick T. Sales Manager Security and Investigations Used the software for: 2+ years ### "Great Sales Tool" December 2, 2021 5.0 Apptivo has turned out to be a good CRM tool for our sales department. It is easy to track our leads as they go through the sales process. It has a lot more features to it that we are currently not using. I plan to in the near future. Pros We got to set up our sales funnel the way we wanted it to be. It is pretty easy to change things within the software without having to contact anyone. Cons There are times I want to print some of the screens and it doesn't seem to be easy to do. But I must admit that I'm not a techy type person. also we have had problems with our office 365 interfacing with it. Reason for choosing Apptivo The demo of the product made sense to me and the price was much less. Review Source SM Stephen M. Director Real Estate Used the software for: Less than 6 months ### "A CRM so easy to use" September 22, 2020 5.0 If I am honest I had problems with the implementation person who was with me at the beginning but I think this was largely due to the unique nature of my business and therefore the demands that I had of APPTIVO to embrace and streamline all of my workflows and sales processes. When I was then assisted by another more experienced Apptivo team member it all became apparent and any glitches and questions that I had in the build of it were corrected and explained efficiently. I am now still learning how to use it to its maximum but am enjoying the learning. Pros It was very easy to customize to suit my business as a buyers advocacy. As a sector of the real estate industry that is only just emerging most of the industry CRM\`S are over kitted for what we require so a lot of features are not required and yet are costed for in the subscription. With Apptivo I found that I can build to my requirements and therefore only pay for what I need. Cons There is not too much not to like about Apptivo Review Source Similar Products Featured ## Related categories [CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Online CRM](https://www.capterra.com/online-crm-software/) ## 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.