# Page 5 | Apptivo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Apptivo ## Showing most helpful reviews Showing 101-125 of 708 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use CF Clare F. Director/Consultant Farming Used the software for: Less than 6 months ### "CRM, Project Management and time tracking - All in one place (Progressive Rural Solutions)" September 28, 2021 5.0 Great. With out ideas, and Apptivo's team we feel that we now have a simple and detailed way to manage our clients projects and keep up to date with all of our ongoing work. Pros Full flexibility for tailoring to how we work. Ability to alter fields, add in targeted and detailed information to our existing processes. Exceptional development work with detailed training on all parts of the program. Great back up and speedy assistance throughout to get us on-board and functioning within the system. Cons There is nothing that we have found to date that is not to like about Apptivo Reason for choosing Apptivo Apptivo provided a far more flexible and tailored product to our needs. This system allowed full integration between a CRM and Project management system. Review Source BM Bryan M. President Computer Software Used the software for: Less than 6 months ### "Who Provides GREAT "Chat" Support?" September 22, 2019 5.0 Replaced ACT Contact Management System to provide realtime access to critical data to make decisions and deliver breakthrough support to our customers and vendors. Pros Apptivo does! Although it's rare that I've had to use Apptivo "Chat" Support. Today, was another example where Naresh went above and beyond to get a Supervisor to fix an important Account Set-up. On a prior Chat call, Apptivo suggested a remote session where the representative quickly identified the Advanced Capabilities required to import a complex database. My company does not sell or represent Apptivo although we are in the enterprise software integration industry. Apptivo sets a new standard of excellence in support that organizations small and large can depend. Cons Additional pre-built integrations are time savers and Apptivo has more work to do in this area. Professionally, I'd rather have a solid framework of broad core features that is competitively priced than can be used by everyone in the company. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Act!](https://www.capterra.com/p/175860/Act/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Apptivo Increased functionality, better support and lower cost. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Increased functionality, better support and lower cost. Review Source VR Verified Reviewer Director Of Quality Assurance Food Production Used the software for: 6-12 months ### "There are no software solutions that provide everything to everyone...but this one is close" May 1, 2018 4.0 Keeps us well organized and tracking towards are monthly sales goals Pros Tracking Sales Opportunities and keeping all information in one place. It even has a document depository which is quite helpful in sharing information. Cons The social media monitoring in the CRM feature is lacking or non existent. There are plenty of insites that can be gained by looking at a potential customer's LinkedIn account 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 RC Rob C. Sales Manager Information Technology and Services Used the software for: 1-2 years ### "Support" April 8, 2019 3.0 The product is good value for money and functional but just needs that sales planning app working on. Pros Had very good quick service from the team to fix the issue Cons The sales planning feature is very limited. I have a split sales team working on different products so the performance charts are limited to reporting on the whole number which is very prohibative, this would be the area i would work on most as its not great. It is also not geared up for me to set this up as i am a manager who admins this and also part of the sales team so i cannot set up the performance and quotas for each tier as i have people above me who will view this but it is below their pay grade to be setting up a CRM Review Source Response from Apptivo June 20, 2019 Hello Rob, Thank you so much for taking the time to post this review! We are thrilled that you're happy with our support team and that the issue was resolved. I'm also sorry that you faced an issue with accessibility to the settings section of the sales apps. I'll collect this feedback to notify our teams accordingly. Again, thank you so much! Team Apptivo Steve M. President, CEO of Call Recording Center Used the software for: 6-12 months ### "Able to run n my whole business within a single app. " May 4, 2018 4.0 No lost opportunities, better tracking and follow up. Everything within a single application and more presentable documentation. Pros Turning a lead into a contact, into a customer, into an opportunity. Create a quote, with all the customer info in minutes from my built-in pricing. Cons I would like to be able to convert a quote into an invoice with the ability to modify as needed to add items and edit. 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 ER Elizabeth R. President Executive Office Used the software for: 2+ years ### "Excellent customer service " February 10, 2021 4.0 My experience with Apptivo is that it has allowed me and my team to become much more efficient in terms of quoting, tracking opportunities and leads and converting them into projects that we can support and manage. It allows us to collaborate without having to spend time together in person. Pros The technical support is fantastic! Having the chat option is critical and has been very helpful to me on many occasions! Cons We are a small business and don't find it to have limitations for our particular needs. Review Source DS Dustin S. Business Development Computer Software Used the software for: 2+ years ### "Quick Comments on Apptivo" March 25, 2022 4.0 Good... the value for the cost is exceptional... Pros Apptivo's ease of use and breadth of features Cons User guides are somewhat fractured and don't always explain how to do something Reason for choosing Apptivo best value for the cost Review Source DR Dee R. Vice President of Business Development Packaging and Containers Used the software for: 2+ years ### "Recommending Apptivo" July 27, 2023 5.0 Excellent Pros Ease of use and when I need help, I get it quickly and thoroughly. Cons It has so much we are not using and we probably should be using more Reason for choosing Apptivo Ease of usecost and onboarding Review Source John M. Chief Marketing Officer Marketing and Advertising Used the software for: 2+ years ### "A fantastic affordable CRM that competes with much larger systems" May 7, 2018 4.0 I have an affordable CRM where I can track my customers key details and most importantly I can invoice them and track their payments. Gives me a lotntrol over my customer base. Pros The quality of its invoicing package. So easy to setup chargeable items and the professional looking output is amazing. Cons Clunky to input customer and contact details. Need to enter both on different screens and then go back and link them. 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 SB Sam B. Managing Partner Executive Office Used the software for: 2+ years ### "Solid CRM Solution" February 24, 2022 5.0 It really centralized our operations. Pros Comprehensive set of apps and ease of use. Cons So far nothing worth mentioning. A few minor issues needed back end tweaks but were dealt with in a swift fashion by Apptivo's super support team. Reason for choosing Apptivo Functionality, SUPER support team, cost. Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Cost and ease of use. Review Source TLC Theresa L C. Executive Director Education Management Used the software for: 2+ years ### "I wanted to love this product" July 31, 2023 4.0 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. Their customer support team is top notch! I did not have the knowledge base to use the app successfully. Pros I really loved the idea of the 360 view. Cons It took me a while to really understand the components, but I felt in the end I was entering repetitive information. I could not get the logic chain and while have so many options is great, I would also determine which concepts I needed to get to my end goal. Reason for choosing Apptivo It seemed really user friendly Review Source TR Troy R. Sales Sporting Goods Used the software for: 6-12 months ### "Apptivo for Sales teams" January 4, 2021 5.0 Apptivo has a great team and is always right there to help when you have a problem. Response time is very quick. Pros The software is very simple to learn and allows you to customize it to fit your needs. Cons Integrating with current softwares takes some time. Alternatives considered [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/)[Adobe Commerce](https://www.capterra.com/p/227129/Magento-Commerce/) Reason for choosing Apptivo we felt it would be easier to implement and have the most functionality. Review Source aM anda M. marketing manager Industrial Automation Used the software for: 2+ years ### "customer help" June 30, 2023 5.0 Im in the process to solve and set the marketing tools Pros marketing tools, customer help the way the people helped me Cons configuring all the process i had too many options Review Source RP Rebecca P. Owner Telecommunications Used the software for: Less than 6 months ### "Apptivo all the way!" January 16, 2020 5.0 We really needed something that would bring together all client information and communications to give our Sales, Support, and Accounting teams a clear picture of everything going on with our clients. And, we're even saving money with this single app instead of paying for several that either had to be "stitched" together with additional apps or APIs, or time-consuming copy/paste work. Pros Apptivo is taking the place of our CRM, project management, sales tracking, and support ticket applications - all in one online package! Cons Its not exactly a con. Apptivo is capable of so much, that it can seem a little overwhelming, but it also means that we can truly make it our own instead of us having to conform to apps created for other businesses or created too broadly, that they didn't fit our needs. It is taking some time to set things up the way we need, but Apptivo has great support, and even offers assistance in creating workflows. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HappyFox Help Desk](https://www.capterra.com/p/83211/HappyFox/)[Spiceworks Cloud Help Desk](https://www.capterra.com/p/102709/Spiceworks-IT-Help-Desk/)[Freshdesk](https://www.capterra.com/p/124981/Freshdesk/)[Help Scout](https://www.capterra.com/p/136909/Help-Scout/) Reason for choosing Apptivo We can save money with one company since you can pick and choose which Apptivo apps (at mostly no additional cost) you want to use, and everything is connected throughout the life cycle of the client. Review Source VR Verified Reviewer sole trader Retail Used the software for: Less than 6 months ### "Not great" July 22, 2023 3.0 Having paid for a years sub, I tried using Apptivo and just couldn't get on with it. Buying it was a mistake. I didn't like it at all and wanted a refund. Support said I couldn't have one, even a pro rata one, I was happy to pay for the time I'd been using it. I am self employed and was going through a lot of personal strain and worry at the time. It was only about £100 but I needed and still do need that money. I explained all this to them and about my situation but they still said no. They can see I'm not using it. DO NOT sign up for this product unless you are very sure it's the right one for you. Can't believe a big business would be that mean, that small amount of money means more to me than them. Pros good range of features, instant support. Cons horrible looking interface. Not pleasant to interact with. Tiny little boxes to enter information. Overall appearance was more like microsoft of 20 years ago. Review Source Bryan G. Internet Used the software for: 1-2 years ### "Product is pefect for small businesses, and is VERY SCALABLE pricewise and variety of apps" August 27, 2015 5.0 I looked for days to find just the right CRM system to manage my web design business. I chose apptivo because they let you have access to every single app at no extra charge, they charge me 10 bucks per user, so as my business grows, it will cost a little more, but the support team is there 24/7 in a drop down box that you can just click on inside your login area. They answer right away, send you help links, and walk you through anything you need to solve the issue at hand. i am going to even write a blog post in my web site, www.blueyperlink.com recommending them for all my self employed, that's how much i like it! Most of my web site clints are small business people and they can use Apptivo too, it's everything from Leads to Invoices, that's the ENTIRE CYCLE OF BUSINESS. It works for companies with suppliers, products inventory, just about any kind of business can use this. And it integrates with Google apps too! It's the best! Pros Pros are in rating. I like many features such as access to every app Cons it can get expensive if you have many employees that need to use the login area. Review Source CC Chris C. CEO Telecommunications Used the software for: Less than 6 months ### "Differentiation through Flexibility and the Project Manager " July 7, 2020 5.0 We needed a powerful sales management platform to scale our company’s growth. The tool we selected could either enable the growth or be an impediment. Therefore, our company invested a lot of time to select a CRM product. We even hired a software selection consultant to maximize our success. As CEO, I was personally committed to the process since I knew our future depended on the investment we made in sales effectiveness. There are a lot of good products available. However, we unanimously selected Apptivo from a half dozen or so finalists. We couldn’t be happier! The base product contained most of the functionality we needed. It’s differentiator is the flexibility to be tailored to our company’s sales methodology and industry. What we did not expect was the level of support Apptivo provided before launching the product. The Team Lead / Project Manager assigned to our company helped us customize the product and train us. She is one of one those people I would hire in a second if she didn’t already work for a great company. Her dedication to our version of the product combined with her technical process and patience made the project a success. It was also apparent that she worked for a company whose culture enabled her to go the extra mile. Finally, Apptivo provided us with a sales management platform that will maximize the effectiveness of our prospecting and conversion through the pipeline. The focus from the Apptivo product will heighten our engagement with pro Pros It was easy to tailor to our sales methodology and industry. Cons Although importing data was problematic the Apptivo Project Manager quickly remedied the issue. Reason for choosing Apptivo Ease of use, flexibility, and reasonableness of price. Review Source SG Sean G. owner Construction Used the software for: 2+ years ### "I like Apptivo, but have found it to have lots of glitches and is very slow at times" May 4, 2018 4.0 Apptivo helps to keep my partner and I organized. We particularly use the email and notes function. We are a builder, so everything is organized around projects. The scheduling program is terrible, by the way. Pros The concept of the software is great... it is very integrated and it seems like the owners are always trying to improve the program. Cons The problems are the number of glitches experienced; the difficulty in getting issues resolved; the fact that the program can be very slow to respond. Right now, for instance, when I click on an email sometimes it opens up and sometimes it doesn't. Not sure what is causing this, but it is extremely frustrating and inefficient. I tend to do things in Google. I am seriously considering abandoning Apptivo. Review Source Response from Apptivo December 12, 2018 Thank you very much for your review! 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 NB Nick B. Customer Support Manager Logistics and Supply Chain Used the software for: 6-12 months ### "Apptivo" January 10, 2022 4.0 Apptivo is helping our growing business keep track of all our data and easily assign jobs to employees Pros Everything in apptivo is customisable so you can really be flexible with what you want to see. Their support team are fantastic and always respond promptly and make sure they fix your problem Cons Can be slow at times and isnt always the easiest to intuitively set things up the way you want. Review Source PN Paul N. Principal Financial Services Used the software for: Less than 6 months ### "CRM Solution" August 20, 2020 4.0 All CRM's require Users to learn their navigation, terminology and how functions are executed. Unlike other CRM's I have tested, the Support Team at Apptivo has been both diligent and effective in resolving a few technical glitches with my onboarding process. Apptivo provides me with a reliable CRM platform and functions on which I can run my business. 24x7 access to an effective and professional Support Team is a valuable resource that ensures I spend more time with my clients than suffering from IT issues. Pros Apptivo provides a portfolio of critical functions for companies to manage different aspects of their business. Unlike some others, the Apptivo functions/Apps are well integrated. This provides a strong foundation for reliable and accurate information to manage your business. Cons Apptivo doesn't yet integrate with Zoom. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Over a nine month period, Zoho CRM+ was never able to sync reliably with my Office 365 account. Even though I purchased their Premium Support, Zoho never understood this basic issue, or how to resolve it. Despite many calls with Customer Support, the issues were never resolved, leaving me with an unusable system. Oddly, there is no escalation process to resolve fundamental/serious matters. Review Source CS Catriona S. Chief Operating Officer Machinery Used the software for: Less than 6 months ### "Fantastic experience implementing Apptivo!" April 4, 2022 5.0 Fantastic experience! In particular the service that we've had from our developer \[SENSTIVE CONTENT\] who has been exceptional in tailoring the platform for our needs Pros Apptivo has made our management of customers a breeze. We've been so impressed with how easily we have been able to customise the platform and how simple it is to use for our small business Cons Quotes converting into Invoices - need a better process that accommodates both deposit & balance payments Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Too expensive, not fit-for-purpose for a small business, customisation too hard and too expensive. Zero support. Review Source aA abdou A. CEO Internet Used the software for: 6-12 months ### "a powerful marketing tool" September 5, 2023 4.0 almost 2 years of use, I am more than conquered Pros it's easy to use and customizable, suitable for any type of business Cons I sometimes have small billing errors, but if not, everything's fine. Review Source Frank H. Food & Beverages Used the software for: ### "Getting started on the right foot!" August 18, 2014 5.0 My business is just starting to delve into the wholesale market. I'm pretty much a solopreneur so I don't need a lot of collaborative tools, but I did want to be able to stay on top of who I talked to and when and who ordered what and when--in short I wanted to be able to provide my customers with excellent support, and I knew I needed a solid database to keep track of our interactions. I'm also attending a few tradeshows and I need a way to write up invoices quickly and request payment electronically. Apptivo gives me all of that and MORE, a lot more--some of which I know I'm not ready to use, but I'm glad it's there when I need it. In app chat support is speedy and excellent. The program is highly customizable. Overall, I feel like I'm getting a tool set that used to be reserved only for the largest of my competitors who could afford to spend big bucks on software. If my business is David and theirs is Goliath, I just replaced my slingshot with a bazooka. Pros Affordable. All features included in one price. Use only what you need. Use more as you grow into it. Very well documented. Excellent FAST support. Highly customizable. Cons No complaints, but if I could suggest two features, these would make this software PERFECT for what I need: SImplified Sales Order process. For quick input at tradeshows. Integration with Shipstation for shipping orders. Review Source MO Marcel O. CFO Biotechnology Used the software for: 2+ years ### "Good CRM, top value for your money, with lots of additional apps to cover business needs" January 20, 2022 4.0 We started with the CRM functionality about 6 years ago. We are now adding the supply chain management functionality. Pros Easy to start Simple to use Powerful for building up an ERP platform, constantly adding features Exceptional good support Good value for money Cons As with almost every tool there are limitations. For some applications the missing 5% make it very difficult to use. Reason for choosing Apptivo Does what it needs to do, flexible, good ratings Best functionality/cost ratio Very good support Review Source MG Mitch G. Director Construction Used the software for: Less than 6 months ### "Inclusive Business suite" February 28, 2023 4.0 Overall, Apptivo is still a fantastic system and the customer service has been amazing. To integrate all of our working systems in to one and tailor to our business needs is still a fabulous achievement. Pros Apptivo is a fantastic system which incorporates many areas of our business in to one system. Previously we were paying for various online packages such as a CRM System, Invoicing package, HR system etc, but now we have one system to all. Cons As the Apptivo packages are separate apps, it took a while to create the flow that suits our business and moving information between the apps is not seamless and to date is still not 100%. Given this was a tailored package, i did expect seamless integration between all the apps. 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.