# Page 7 | Apptivo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 7 - 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 7 - Reviews of Apptivo ## Showing most helpful reviews Showing 151-175 of 708 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use KM Khyati M. IT Manager Construction Used the software for: 1-2 years ### "Great functionality for $ Value" September 9, 2020 5.0 Pros Super Customizable and nice functionality. Cons It would be great if it can be worked on things like multiple payments to multiple invoices and tax rate calculation needs to be up to 4 or 5 digits. Review Source JP Jordan P. IT Coordinator Transportation/Trucking/Railroad Used the software for: 2+ years ### "Very Helpful" March 13, 2019 5.0 Pros Easy to use. Easy to configure. Easy to get support. Those are the most important things that a platform can offer. Cons When working with templates, it can be a bit confusing but with support on standby, it can turn out to be an experience that isn't difficult. Review Source Response from Apptivo April 2, 2019 Hi Jordan! 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. You can always get us on online chat (24/7) or write a note to support@apptivo.com. Thanks again! EM Emily M. Consultant Computer Software Used the software for: 6-12 months ### "Everything you need" July 29, 2019 4.0 This is by far the best CRM/estimating/invoicing/product management/project management software a company could be looking for. It is also the most affordable. You can limit user access, track phone calls, and do so much more all within one platform that is easily accessible from any device with internet. Pros Completely customizable Integrates well and all information is easily found Cons Can be difficult to navigate if unfamiliar Can be difficult to customize if unfamiliar Switched from [Joist](https://www.capterra.com/p/230138/Joist/) Able to give multiple user access Review Source Response from Apptivo August 21, 2019 Hello Emily, Thank you so much for taking the time to post this review! Our team is glad you're happy with Apptivo. We will collect this feedback on getting familiar with Apptivo and notify our teams accordingly. We exist because of customers looking for an end-to-end solution like you! Again, thank you so much! Team Apptivo LB Lindsay B. COO Management Consulting Used the software for: Less than 6 months ### "Potential to be great, but missing the mark in critical areas" February 13, 2020 3.0 Pros It is user friendly from the aspect of moving around and customizing fields. The import function was also nice to bring in data from old CRM. the chat feature is nice to ask a question and they are quick to respond the price is affordable Cons It does not truly integrate with O365 to be fully functional. it syncs calendar events and thats all. so all the tasks assigned, you have to manage from the app not your O365 suite. This is NOT efficient. the sales team provided incorrect info on this capability. This feature should be part of your trial so I would have known this product may not be the best fit! The standard sales conversion is not automatically available, you have to customize it. Reporting has errors and gives "not enough data" and no one can seem to figure out why. if I can't get data, this app is again not efficient. Reason for choosing Apptivo seemed to check all the boxes...until we actually bought a license to see full functionality (or lack thereof on the O365 part) Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) lack of support, lack of integration with O365 Review Source VR Verified Reviewer Managing Director Financial Services Used the software for: 2+ years ### "Started using Apptivo 3 years ago, Great financial admin tools and smartphone apps are handy as well" May 4, 2018 5.0 Pros Cloud based, User friendly and if you require something they will try to add it in. 24/7 live customer support. Cons You can do a print out of all payments received if you have many clients (per invoice only), time sheets will only be specified on the invoices if you do it one week at the 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! . 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 TG Tim G. Customer Service Manager Oil & Energy Used the software for: 2+ years ### "Knowsley" February 23, 2023 4.0 Pros Easy to use, good value for money, flexible Cons Estimates App not talking to Opportunities App , i.e. updating information once Estimates App Review Source SW Steve W. Managing Director Medical Devices Used the software for: 6-12 months ### "Disabled Care & Mobility " September 16, 2022 4.0 Having a work flow system is a huge bonus for the business. Capturing information that can be accessed by all relevant staff at anytime has already made the business more efficient. \[SENSITIVE CONTENT\] has been excellent with his assistance in overcoming integration problems. Pros Very easy to use the system. Like that fact that you can access via an app on iPhone Cons We have a very complex business and it has been difficult to integrate especially with Xero. However we are getting there. Has also been difficult training some of staff on the system. Review Source VR Verified Reviewer Managing Director Pharmaceuticals Used the software for: 6-12 months ### "Very good customer service" February 21, 2022 4.0 Very good experience and definitively value for money compared to other more expensive but less flexible systems. Pros the sotware is easy to use but the best aspect in my view has been and still is the support received from the Apptivo team. Both for the initial configuration and roll out but also for the inevitable support required by inexperienced users such as me to add new employees or reconfigure some aspects of the tool. Cons In general the tool is quite suitable for most roles. I would however be happier if additional tools were added to help a sales director manage her/his team. Reason for choosing Apptivo Price, functionality, ease to deploy. And, unknown at the time of purchase, excellent customer service Review Source CM Carol M. CEO Health, Wellness and Fitness Used the software for: Less than 6 months ### "The search is over " February 1, 2020 5.0 I have my contacts in one place and can keep a record of my communications, notes, organise my time and put my events, follow throughs and tasks on one screen. I can colour code my events and activities so seeing what I'm doing at a glance. I can get reminders for events/ appointments etc . I'm setting it up so that it is like having a PA Pros I have been searching for an affordable relational database also known as a CRM for at least a couple of years when I had a 1:1 demonstration.T I was immediately won over by the simplicity of the functionalities. It's really user friendly; easy to import data, and add fresh data. I especially like that I can customise the start up screen and menus opening up to the calender and tasks for the day. Then there is the syncing to g suite so now my calendar and mails are actioned in apptivo. My business is small at the moment but as I develop more I can add more features. Especially great feature is the online support chat, answering my queries as I customise the software. Cons Honestly haven't found any yet , have upgraded to the premium version to access more features . Reason for choosing Apptivo The functionality and cost were the first attraction. As soon as I was able to have a demo I could see how easy it was to customise for myself. Review Source TM Tracie M. Certified Wedding Planner Events Services Used the software for: Less than 6 months ### "Great customer service and product!" July 19, 2022 5.0 so far so good thanks !! Pros We have been searching for a software to take over bridal lead follow-up and my assistant found this and although it has taken time to set it up and figure things out it has been a great transition for us saving time since it is now automated which I love !! thank you ! Cons videos would be helpful maybe? I am still trying to learn it so not sure about cons yet other than i wish it would integrate with the knot.com and wedding wire for my leads so we don't have to put them in manually but i believe that is because those companies won't allow an outside company. Reason for choosing Apptivo seems to be working out so far only about 2 months in so time will tell. Review Source sN srithar N. Director Food & Beverages Used the software for: 2+ years ### "Easy and user friendly CRM " January 29, 2022 5.0 Extremely happy with the service and the software solution which help my business to grow. Pros One of the users friendly and easy to use CRM for small to medium businesses without costing too much money. I found all the functions which needed for our business. Customer sales support is amazing and all their staff are well trained. Cons Prefer MYOB accounting system is linked to Apptivo Review Source jB jerry B. manager Medical Devices Used the software for: 2+ years ### "Long term user" September 18, 2020 4.0 Works for us in distribution Pros Cumtomize and use only what you need. Very robust Cons Setting up some apps takes time but help is available Reason for choosing Apptivo flexible Review Source LK Louise K. Commercial Director Utilities Used the software for: 1-2 years ### "Flexible CRM system and supportive team" May 13, 2020 5.0 Great, really supportive in providing tutorials whilst trying out Really supporting in on ongoing support and resolving issued - the chat function is great Jasper - who I dealt with from start to finish has always been willing and able to support Pros Easy to use and intuitive. A challenger to the larger CRM's for sure Cons Main dashboards could have some more flexibility. Overall branding options could be improved. The news feed could have more formatting options Alternatives considered [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Apptivo cost-effective and good ability to bespoke individual modules to support my reporting needs Review Source DB Dawn B. Marketing consultant Marketing and Advertising Used the software for: I used a free trial ### "Wow, what a find!" August 13, 2020 5.0 An absolute pleasure to use the software and the support is fast and efficient (\[SENSITIVE CONTENT HIDDEN\], thank you). I've juggled and used a few different platforms previously to attain the same result. This one really does seem to be genuinely 'all in one', with little in the way of compromise. T Pros What I like most is the way you can build up your own business management system to suit your business which goes well beyond a CRM. Pricing is straightforward and extremely good value. The software has mind-boggling scope with its array of apps that are easy to 'buy' (no hidden extras, all part of the price). It's actually fun to use and is very customisable for an off the shelf package. I like the way you can clear off the stuff you simply don't need - for a custom, uncluttered look. Cons I'm still relatively new to it but at the moment - absolutely nothing. Switched from [WorkflowMax](https://www.capterra.com/p/226306/WorkflowMax/) I switched from a combination of Hubspot CRM and WorkflowMax by Xero for Project Mgt. Everything I need can now be done from this one platform....and more than i imagined too! Review Source BS Bill S. CEO Used the software for: 2+ years ### "We recently started to use it. So far, so good" May 3, 2018 4.0 Pros Can access all areas of our business - Sales, Projects, Tasks etc. I like the ability to create Project Templates Cons We have to create Custom Lists for common views like Opportunities > Open> Sorted by close date. A pretty common KPI. We then have to export it just to view it on a weekly basis for staff meeting. A few steps to get standard data. Same with Open Projects, sorted by Due Date 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 LS Leslie S. President Building Materials Used the software for: 1-2 years ### "Satisfied Customer" February 3, 2022 5.0 Love the web based and mobile access. Pros Easy to use and cost effective. Web based and mobile access. Cons Needs better report generators for customer and contacts notes and activity. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Wanted web functionality Review Source CR Cole R. Vice President Used the software for: 1-2 years ### "I like using Apptivo better than my previous software salesforce, it is more intuitive. " May 7, 2018 5.0 Pros I like that we can convert from estimates to invoices, it saves dual entry which for a salesperson is key. I am able to create these estimates very quickly and turnaround time is crucial for my customers. Cons I think it would be nice is apptivo made updates and releases/improvements to the software regularly and informed the users of this via a monthly email or newsletter. It is easy to get stuck in a rut of doing the same things in the system and I may not be getting all the functionality that the software has to offer. 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 have started sending out newsletters as you requested and we hope you like it. 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 DT DEREK T. Director Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Apptivo" May 28, 2019 5.0 Overall impact to be business is great. We needed an affordable ERP System and Apptivo fits our needs very well. Pros Easy to learn and to use. Excellent on-line support Cons None, i works for us without any issues or missing functions. I'd like to see this developed to include a financial model, rather than exporting to another app. Review Source Response from Apptivo June 3, 2019 Hello Derek, Thank you very much for taking the time to post this review! We are so glad you found Apptivo easy to use and our support, wonderful. We hope to continue to provide all of our customers with the same amazing experience you had with us. Again, thank you! Team Apptivo Yasir Afaque S. M.D. Used the software for: 2+ years ### "It is a Plug-n-play CRM ,ready to use software for initial startups." May 5, 2018 3.0 Recording instances on one place Pros The CRM integration with Gsuite is very good .And the CRM and Product management app is very good and any startup can rely on it for these features. Cons Financial apps - due to lack of Indian system compatible features,Indian Tax system incompatibility , Lack of Indian payment gateway integration. and Cases app . And Android app - which fails many times to record call logs and send messages.( Not trustworthy by Android app). E-commerce WordPress integration is so poor that do not compete with other e-commerce platforms Outside web application Integration is very tough ,so can't be used for larger purpose. Review Source Response from Apptivo October 11, 2018 We are trying to get a tax framework in place that can be adopted by partners for various countries. There is also a thought to integrate with tax service vendors. We'll keep you posted on developments in this area. TB Troy B. Director of Sales and Marketing Construction Used the software for: 2+ years ### "Amazing Support!" June 7, 2019 5.0 The very best customer service I've ever experienced. Pros Very easy to navigate the program and the individual customer files Cons I use it for Companies rather than individuals but the design seems to be driven by a persons name or an individual contact. I'd prefer that it lists by company and then every contact and location under that company Review Source Response from Apptivo June 18, 2019 Hello Troy, Thank you so much for your review! We're glad that you found our support amazing and we hope to continue giving great support to our customers. We exist because of great customers like you! Again, thank you so much! Team Apptivo SL Sarah L. Project Coordinator Biotechnology Used the software for: Less than 6 months ### "Simply the Best" May 31, 2019 5.0 We have a business model in which we are essentially the middle-man: we have clients on one end and customers on the other, and their products go through us in-between. Apptivo allows us to easily sort who is who and what project or indication they are associated with through Tags and Categories, as well as allowing us to split contacts into Prospects, Leads, etc. In addition, we also must send out supplies from third-party vendors, so there's a lot of supply and project tracking that, ideally, we would like integrated. Apptivo has the ability to do this through automation and customization, and it is one of the cheapest options to boot! The customer service and support team is very helpful and responsive, a must for when you're starting out with a new database and have lots of questions. Highly recommend Apptivo for small businesses to track and streamline work flow. Pros Very accessible and great customization, easy to navigate, easy importing from Excel, ability to track email campaigns, add-on and integrate apps for parts of a process, inexpensive, and live support chat within the application Cons The interface is not as "fun" or attractive as some other online CRMs in the market, but still nice and practical Review Source Response from Apptivo June 20, 2019 Hello Sarah, Thank you so much for taking the time to post this review! Our team is so happy that you're happy with our software and support team. Again thank you so much! Team Apptivo lM liz M. office manager Building Materials Used the software for: 2+ years ### "awesome" December 21, 2022 5.0 great Pros easy to navigate nice to have help chat desk Cons i do not have any complaints to enter /a Review Source KM Kevin M. Sales Manager Retail Used the software for: Less than 6 months ### "Great Product" December 9, 2020 5.0 Shows great promise and will be able to make sales staff more efficent. Pros Ease of set up and use. Easy to import data and set up templates. Cons A bit confusing setting up email when you use office365 but was able to work thru it. Alternatives considered [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Apptivo Ease of use and setup. Great support Switched from [Zoho One](https://www.capterra.com/p/166175/Zoho-One/) Lack of support at Zoho Review Source Rahul M. Head project and services Telecommunications Used the software for: Less than 6 months ### "A very good product for beginners " August 17, 2022 5.0 Pros Ease of use- The UI of this CRM is quite easy and beginners like us were able to use the same. Price wise also it is not heavy on your pockets. Cons Integration with apps like whatsapp should be there. Review Source NK Nigel K. Operations Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Works well for the most part and is geared towards retailers or service providers. " May 4, 2018 3.0 The ability to link contacts and sub-organizations across a parent company and cross-reference orders. Pros Easy to use across most apps in a retail or service environment, the ability to see notes, contacts, and links from past orders. Cons Emails frequently get blacklisted and blocked by corporate and government spam/security filters. Poorly designed for manufacturing or ERP use. 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 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.