# Page 6 | Apptivo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of Apptivo ## Showing most helpful reviews Showing 126-150 of 708 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use CS Craig S. Energy Sales Oil & Energy Used the software for: Less than 6 months ### "Apptivo, giving my business the edge is was missing!" March 11, 2021 5.0 I am solving lead management, communication, visibility of our leads, and I am creating a platform to increase our prospect counts ten fold. Pros I love that I can import leads by the masses and create several communication templates to utilize sales funnels. Cons I haven't used it long enough to have critical suggestions. Reason for choosing Apptivo Price, functionality, and customer care availability. Review Source AB Amy B. Marketing Manager Chemicals Used the software for: 1-2 years ### "Great Product" December 21, 2022 4.0 Overall Apptivo does what we need it to and when it doesn't, the support team are on hand to find a solution. Great for the price. Pros Highly customisable, excellent customer support Cons A little clunky at times, desktop app doesn't have full functionality. Review Source Colin D. Owner Principal Marketing and Advertising Used the software for: 2+ years ### "Support can be 'hit or miss', but I found a Gem!" October 4, 2018 5.0 Pros I love Apptivo as a platform, but largely found the support lacking. However, I've just found rep to be the most helpful and thoughtful support agent yet. Some old tickets and a new one, all concluded in one session. Can't rate this guy highly enough! Cons As I say, from time to time the support can be 'hit or miss', however this #apptivo guy worth the wait! 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 VR Verified Reviewer Licensed Real Estate Salesperson & Community Specialist Used the software for: 1-2 years ### "The versatility of Apptivo is great for me because I use it for multiple businesses." May 2, 2018 4.0 Organization. Meeting deadlines. Tracking customer interaction. Easy invoicing. Pros I like being able to customize a lot of different items and use it for different purposes. I can keep track of customers and make sure I'm hitting my deadlines. The invoicing is easy and professional. Cons The interface is a little bit lacking. It seems outdated and not very attractive. It's a little bit cumbersome to find a customer. The loading times can be a little bit slow. 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 CS Crystal S. Program Administrator Hospital & Health Care Used the software for: 2+ years ### "Apptivo Training" February 9, 2023 5.0 Great Pros Configuring it to work efficiently for intended use Cons N/A. We should have utilized training sessions when we first implemented it Review Source NK Niraj K. CA Information Technology and Services Used the software for: 1-2 years ### "is so good" December 3, 2019 3.0 last one month they are problem in setup CRP chart support will take to more time implement for setup language problem for contamination support time zone issues for telephonic support Pros this very used full App and many app fled are available in this software Cons Agenda and task sysnk other software so good Reason for choosing Apptivo This to to request please setup my business senior we are setup last one month not proper used so please arrange technical person and setup my business. call support language problem setup and export adverse for how to used this CRM Review Source VR Verified Reviewer Community Development Coordinator Publishing Used the software for: 1-2 years ### "Apptivo is what you pay for, the team is responsive and it's easy to navigate. " May 1, 2018 4.0 I found an app that was affordable and got the job done. It's not perfect, but they work hard to resolve any issues that do arise. The live chat feature is probably my favorite. Pros I like it's flexibility and how easy it is to customize. The invoicing software works well with the client and customer functions as well. Cons At times, I'm frustrated by the amount of bugs that there are. Eventually you learn to work around them, but I do find it tedious to deal with at times. Review Source MB Martin B. Customer Success Manager Marketing and Advertising Used the software for: 2+ years ### "Best bang for the Buck!" February 11, 2020 5.0 Importing data is easy - user adoption is fairly quick. The cost is very reasonable for what you get. We are using the CRM features in addition to generating Invoices. Pros The object orientation makes it very easy to understand and to "personalize" - adding fields is a breeze! Also, the Support team is always there to help, instant chat! Cons It is not an accounting system, so I'd like to see some more robust reports such as a Statement would be nice. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Insightly](https://www.capterra.com/p/130671/Insightly/)[Accelo](https://www.capterra.com/p/225762/Accelo/) Reason for choosing Apptivo Cost, ease of use, customization. Review Source VR Verified Reviewer President Used the software for: 1-2 years ### "The program has tones of feature but is a bit slow and needs to be modernized" May 4, 2018 3.0 Helped me to organize my client list. Forced me to get all the info for clients into one app. It also worked well for my other team members. Pros Lots of features for a low price. There are many options in the software for keeping track of sales, invoicing, subscriptions, and files. There is a feature for just about everything. Cons The program is slow and not organized well. It needs to be streamlined. It is doing way too much for my needs and that gets in the way. 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 AB Ashton B. Technical Consultant Food Production Used the software for: Less than 6 months ### "The interface, functionality and configurability of Apptivo CRM is superb. " April 30, 2017 5.0 Quick setup, compartmentalized functionality so we can add features as we go along, and of course the ability to track our contacts, customers, and sales. This makes it not just a CRM system, but also an invoice and accounting system and reporting tool. At its price point, its features and full support, it is hard to beat. Pros The heuristics of the interface provides the user with an natural environment to learn and work within. It's configurability is superb and it's modular functionality provides the right amount of compartmentalization that allows the user to focus on just the features the need. This enhances navigation and the user's learning curve. On top of all this, Apptivo provides top notch support, even through the trial phases of their product. Their support representatives are online 24/7, and in one instance, Mani provided me an upgrade and customization for my particular application. With such competent and helpful free product support, I have total confidence in our companies ability to roll out a great implementation of CRM. All of the features we desire are available on a mobile platform, so we really couldn't ask for much more. Cons A few minor quibbles, none functionally inhibiting. In creating views the product automatically alphabetized them and I would have preferred to display them in a custom order. Between Apps, which are really views, their is not a 2-way synchronization of fields, only a one-way push is offered. The product keeps a history of all changes, so we have yet to notice weeknesses in how user accounts are handled. Review Source ML Matthew L. Business Development Manager Fire Training Solutions Higher Education Used the software for: 1-2 years ### "Great CRM and fully customizable. Support chat is always available. " December 5, 2022 5.0 It has been great. I have questions daily, but they are all delt with right away. Pros I can customize any app the way I want to. Without a background in this sort of thing, it could have been tough to work with! Cons There are some limitations. Areas where I can't connect this object to that one, or have it scan a file looking for specific words and using the value to propagate leads. For example, a box with NAME: would then be the persons name. Review Source VR Verified Reviewer Co-Founder Computer Software Used the software for: 6-12 months ### "Apptivo for Start Ups" March 12, 2019 4.0 So far everything is great Pros It's Free to get going and does everything I need right now. Support is great too. Cons Nothing yet, so far I am able to quote, invoice and manage customers opportunities as required Review Source VR Verified Reviewer Business Development Manager - IT Management as a Service Computer Software Used the software for: Less than 6 months ### "I am happy with the service as it meets my requirements" May 7, 2018 5.0 Pros I needed a CRM system that I could import existing data and then also create campaigns. I also wanted quite granular segmentation capabilities. I started with the free version and after a few days went for the paid option as I wanted to do some customization. For the price I think the service is very comprehensive and when I have asked for support it's been helpful and met my requirements. There are modules / components that I have not yet used but I like knowing they are there if I need them. The product video's online are very helpful. I should have started with them so some mistakes where made. Cons I often want to set up a calendar entry in different outlook mailboxes. Ideally I want to copy an address associated with a contact. However when I click on the address to copy and paste into outlook calendar the option take me into edit mode which take me longer to copy and paste as I have to copy a few times. Otherwise I have no other issues. 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 TS Tom S. President Information Technology and Services Used the software for: 2+ years ### "I've been using this software for 2 years. Feels good" May 4, 2018 4.0 Inexpensive Pros Integration to offer apps. We use RingCentral to make and track calls. We also use the email function Cons The support is tedious. They prefer a chat format that takes 3 - 5 minutes before they respond to a question. Almost always they ask the same questions over and over. Support is over seas 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 VR Verified Reviewer Office manager Chemicals Used the software for: 6-12 months ### "I'm very much satisfied with the software" January 8, 2021 5.0 Easy to categorize and organize our sales. I can check our customer's info which is important to create orders/invoices (e.g.: in which currency they pay, contacts, do they use their own account for shipping). Pros Easy to categorize and organize our sales. I can check our customer's info which is important to create orders (e.g.: do they have Fedex account, in which currency they pay, contacts) Cons We had difficulties with the differen pricing of our products. When i create customer/contact/order and accidentally click on a different tab, it does not ask me if i want to save it, and therefore i lose what i wrote. Review Source JN James N. Owner Marketing and Advertising Used the software for: 2+ years ### "Apptivo delivers all the essentials that a small business needs" August 17, 2022 5.0 I've been using Apptivo for over 5 years and have been completely satisfied. The simplicity and robust features let alone value make it impossible to consider switching to another CRM platform. Pros Ease of use , customization and efficiency Cons Would be ideal if Apptivo could integrate with my Bria dialer Review Source RT Roger T. UK & Ireland Sales Manager Industrial Automation Used the software for: 2+ years ### "Good product, easy to use" December 14, 2021 5.0 Pros The product is fairly intuitive and easy to use, with our customisation we are extending the use of certain features like Project and opportunity management Cons Like a lot of software and operational changes at first there always seems to be small things that do not fit the way we work but after working with Apptivo guys these have been removed or adapted to our needs Review Source RG Rachel G. Office Administrator Used the software for: 2+ years ### "Great way for multiple people on a team to manage and use contacts" December 12, 2017 5.0 This software is key to organizing and maintaining addresses! Pros Apptivo is a program that our ministry uses to keep our subscriber addresses organized and updated. We have several people on our team going in to make changes on a consistent basis, and this program helps track who has changed what and when. Also, we have multiple lists with thousands of addresses, and it can handle the large volume. Cons The only con I would state is that we use abbreviated states in order to send mail cass certified. Apptivo uses the full name of states, so we have to use formulas when we export to Excel in order to print labels correctly. It can be a hassle. Review Source rL roselle L. Sales Representative Information Technology and Services Used the software for: 2+ years ### "Recommended even for small businesses" December 10, 2021 5.0 Pros Everything is useful especially once you learned how to use apptivo effectively. There are a lot of tutorial videos that can help and the support is really great. Cons Some were a bit confusing but once you get the hang of it, you'll know your way around. Review Source DB David B. VP Business Development Consumer Goods Used the software for: 1-2 years ### "Custom Built For Our Specific Needs" May 25, 2021 5.0 Pros I love that we are able to add apps as they are needed and our company continues to grow. As someone who does not have a technical systems background, it's great that the Apptivo team was able to work with us and we were able to ultimately get what we wanted. Cons Technical support during the build was frustrating at times due to the time difference and bad connections on calls made communicating difficult at times but overall the Apptivo team did a great job addressing our needs and were patient with us when our focus was diverted to other things. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Apptivo Reviews and cost Review Source SP Simon P. Projects Coordinator Business Supplies and Equipment Used the software for: Less than 6 months ### "The holy grail that we needed" June 10, 2022 5.0 Pros I compared over 35 different tools before recommending to the C-Suite using Apptivo. Contrary to most businesses, we do not do any sales nor marketing. Apptivo does not force us to see pipelines, deal stages and conversion rates everywhere. Apptivo is so flexible, it is a dream. And it is affordable too! At 12$ per month per user, this cannot be beat. Cons Apptivo is made of several apps (modules). Not 100% of them have the exact same amount of customization possible. This is nitpicking, really, since it is very, very minor. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Apptivo Greatest customizability, extremely quick responses to all my questions, predictability of price, very broad array of features (apps), one-stop-shop (try getting contacts mgmt + tickets mgmt + projects mgmt all in one place) Review Source PT Paula T. Director Client Services Management Consulting Used the software for: 2+ years ### "Really helpful chat & Support function" June 13, 2023 5.0 Pros Really helpful and fast responsive chat and support. Always seem to resolve any issues. So glad to have the feature Cons Doesn't connect with LinkedInThe sales funnel is convoluted Review Source OMD Ole Magnar D. Ceo Oil & Energy Used the software for: 6-12 months ### "Apptivo " December 11, 2021 4.0 Pros Works as a list of opportunities and tasks. Cons As we mature an opportunity we may change probability and value. We would like to monitor how we can improve our sales opportunity portfolio in total. This is not posdible and is an absolute problem Alternatives considered [Salesforce Marketing Cloud Account Engagement](https://www.capterra.com/p/134593/Pardot/) Reason for choosing Apptivo Easier and cost Review Source TW Tom W. President Financial Services Used the software for: 2+ years ### "Great CRM Software " August 2, 2019 5.0 I have now used Apptivo with two businesses and find it highly functional and easy to adopt. Pros Easy to set up, understand and customize. Cons Takes some e-learning to customize properly but it is easy to accomplish Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Cost and ease of customization Review Source Response from Apptivo August 26, 2019 Hello Tom, Thank you so much for taking the time to post this review! Our team is thrilled that you find Apptivo fairly easy to use and valuable. We exist because of customers like you! Again, thank you so much! Team Apptivo BF Brett F. Strategy Director Entertainment Used the software for: 2+ years ### "Apptivo review TW1" November 20, 2022 4.0 We use it to manage events. cRm Pros We can make it work for our purpose and bring in only the features we need. Cons Views can be a bit difficult to customise Reason for choosing Apptivo Customer service 24/7 Review Source Similar Products Featured ## 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.