# Page 8 | Apptivo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 8 - 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 8 - Reviews of Apptivo ## Showing most helpful reviews Showing 176-200 of 708 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Client Services Manager Consumer Goods Used the software for: 1-2 years ### "Apptivo business review " September 16, 2020 4.0 Apptivo's live chat feature is great, very helpful when you have any problems to get you speaking to someone fast Pros Very easy to use and understand. Helps get the sales work done effectively Cons There are many bugs that come up often (i.e a feature that is usually work will stop working out of no where) Review Source BS Bill S. CEO Telecommunications Used the software for: 1-2 years ### "Review of Support on 30 May 2019" May 30, 2019 5.0 Apptivo is very powerful and better than most that I have seen Pros \[SENSITIVE CONTENT HIDDEN\] were fantastic today. Very patient and helpful in helping me understand Apprivo and correct some issues that I had. Cons It is a little complicated. But, I will learn it. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Apptivo Price and value Review Source Response from Apptivo June 3, 2019 Hello Bill, Thank you so 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 in your experience with two of our support team members. Thank you again! Team Apptivo AA Ankit A. Director / Owner Used the software for: ### "Almost there!" July 20, 2015 4.0 Great product. Some of the must have features for our business are still a work in progress, but once they are available - I'd jump on this product. Things we need are pretty minor, but hope they get the attention it needs: - Need timesheets to require a customer input. Currently timesheets can be created without a customer and that creates problems, since approved timesheets cannot be edited or deleted. - Need to be able to enter timesheet involving multiple customers/projects in the same period. Currently, users have to enter multiple timesheets for the same period if they worked on different customers - Our timesheet periods are set to weekly, and our week begins on a Monday. But it doesn't force the users to have a Mon-Sun period. They are able to submit time that begins in the middle of the week (Thu-Wed). - Once the above timesheet changes are implemented, would also like to see a user being limited to one timesheet per period. Don't want duplicate timesheets unnecessarily, specially since they cannot be deleted once approved - For a service oriented business, we need to be able to track an employee's time such that it gives us cost, as well as earnings, so profitability (and payroll calculations) become easier. - When each employee signs up, they have to go add each app that they have been given access to. This adds a lot of training and onboarding overhead to us. We'd like to be able to add apps to employees' accounts at an admin level, so they just have to log in and start using the apps - Similar to the last point above, we would also like to be able to control the look/feel of each of our employees' accounts. We've setup the color schemes to match the company brandings, but they don't reflect in our employees' logins. Other than these missing features, it's a great product! The customer support is exceptional. I've never seen such a dedicated support staff who is available to answer questions and help you get started so quickly. Review Source RB Richard B. Director Information Technology and Services Used the software for: 1-2 years ### "Excellent CRM" December 14, 2022 5.0 Very positive Pros Cost, ease of use, support is very good. Cons The WordPress Apptivo forms are very basic and there is no integration for WPForms and only very basic integration with Zapier. Form styling options would be good. Some documentation is out of date, eg. Google Forms Integration Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Apptivo Cost, functionality and ease of use Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Cost and functionality Review Source PD Prince D. Country Manager Used the software for: 2+ years ### "Central to my operation" May 5, 2018 4.0 Pros Apptivo does everything that I need for my business. It's simple to configure and has all the functionality essential for my business. I like its completeness and how all the modules are integrated Cons The mobile app is very limited and does not have the functionality of the web app. For a small business that operates on the go this is not ideal 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 JA Jose A. Operations manager Design Used the software for: 1-2 years ### "Great sofware" February 27, 2023 5.0 Very good, if I cant figured it out tech support will help Pros Teck support and how it customs to your bussiness Cons to many variants to set up a trigger, should make it easy, using drag a drop .... the if and that can get confusing ... Review Source SD Sachin D. Ass. manager-services Telecommunications Used the software for: 1-2 years ### "Nice CRM with good customer support" August 19, 2022 5.0 But customer support is very good and quick. Pros As we are very new with this product, we unable to write full fledged review. But GUI is good/attractive. Review Source cT carlo T. Inside Sales Rep Machinery Used the software for: 6-12 months ### "Apptivo experience" December 20, 2021 4.0 It has really made our day to day operations in the inside sales much easier. Instead of having to switch back and forth between multiple pieces of software we are able to getting everything done in one place. Pros The ease of use is fantastic and any changes we needed were implemented seamlessly an quickly. Cons Small complaint, but there is a noticeable lag when going from saving your page to printing to a printer or pdf file. Review Source CV Carlos V. Managing Partner Management Consulting Used the software for: Less than 6 months ### "To Basic and Not Ready" March 25, 2022 1.0 Not good. I will find another CRM solution. Pros Dirt simple and cheap to see up and use. Cons The eMail lacks basic features, like Smart Folders, Spam filters, etc. You cannot send .ics files as attachments because of "security." The eMail app on iPhone rarely works well. Then the Newsletter app for campaigns also has a lot of problems. It does not always save your changes. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Too complex and email did not work well. Review Source ND Nina D. Admin Real Estate Used the software for: 1-2 years ### "It didn't have all the features we needed but they were working on it. " May 1, 2018 4.0 Pros The Support staff were helpful and available. It was easy to use and the features were nice options. Cons You had to add the same information each time you added an app, this made it time consuming. Such as Templates for Email, I had to add it to the Email section, the Customer Section and then again to the Contacts section. It would have been nice to have a Universal Email template area so I could input them Once and choose throughout. Also, some functions for the Funnel system and Search engine wouldn't be Universal enough, so I had copies of people in each section so I could do a search or Report in 2 different areas for One customer just to get the complete information I needed. Search, and Reports should have the same options regardless of where the Customer is a Lead or transferred into a Buyer. This was annoying. Review Source CB Chris B. COO Medical Devices Used the software for: 2+ years ### "Nice features. Great support" October 27, 2018 5.0 They have been a dependable partner for over two years now. Never had any downtime and it works as advertised. Pros The support is great. I can get to an active chat and they answer my questions instantly. The feature set covers most of what I need and the pricing is great. A great value when you compare it to Salesforce. Cons The features are not as extent as Salesforce but you can't beat the pricing for a small business. 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 DB David B. Director Events Services Used the software for: 1-2 years ### "Apptivo Recommendation" March 18, 2021 5.0 Excellent product and would recommend Pros The pricing and the fact that you can start with one App and add as you progress makes things really easy. It is great that all Apps are available at the start. The similarity between Apps makes use very easy. The chat function is very good although sometimes it is easier to talk. Cons There are a few enhancements that we have added to the list that have not been actioned Reason for choosing Apptivo Ease of use / better functionality Review Source LS Liam S. Vehicle adaptation engineer Automotive Used the software for: Less than 6 months ### "Disabled care and mobility " July 27, 2022 3.0 Not great Pros Pos side is easy Cons The work orders and how everything is long winded and just backwards. Switched from [Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/) Boxes choice Review Source DS Donna S. COO Security and Investigations Used the software for: Less than 6 months ### "One Stop Business Management Solution" February 21, 2019 3.0 Support is trying very hard to address the challenges and I'm confident they will find a solution. We're going to give them 90 days before looking elsewhere. Overall, I feel that Apptivo can be a HUGE player in the Business Management arena as long as they work the bugs out and make it more friendly API wise. Would love to see it fully integrated with RingCentral so that we don't have to pay PieSync to do the integration, etc. Pros The software offers a solution to every business management challenge - EXCEPT SCHEDULING. They have a wonderful platform and I'm confident their users will find it valuable once the bugs are worked out. Cons Thre are a lot of bugs that cause the platform to not perform as intended. Double work is needed to overcome the challenges of buggy software so that's not an ideal situation. Seems to work better on Chrome than any other browser but not everyone HAS Chrome. Review Source Response from Apptivo April 4, 2019 Hi Donna! First of all, thank you so much for taking the time to post this review. 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. We are working hard to overcome all the bugs and stabilize the tool. And regarding RingCentral we do already have intact connection between Apptivo and Ringcentral. For your reference please click on the link to know more about it. https://www.apptivo.com/answers/questions/13559/how-do-i-configure-the-ringcentral-integration You can always get us on online chat (24/7) or write a note to support@apptivo.com. Thanks again! BH Brian H. Owner Construction Used the software for: 2+ years ### "Great customer support" June 1, 2020 4.0 It has been an excellent experience Pros Any time I have a question, they have great customer service. \[SENSITIVE CONTENT HIDDEN\] is one employee who is exceptional in his knowledge of the program. Glad to be a user!! Cons Sometimes its a bit cumbersome in learning it. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Apptivo Price of other options Review Source Manuel E. Tecnic Hospital & Health Care Used the software for: I used a free trial ### "Buena opción" December 28, 2022 5.0 Buena de gran ayuda en la gestión de correos electrónicos Pros Su gestion de contactos importacion y exportación de datos es buena Cons Nada que objetar de el funciona bastante bien Review Source AM Adam M. Marketing Director Retail Used the software for: 6-12 months ### "Apptivo Review" August 12, 2019 4.0 It works for 1 of the 3 things I set it up for. Pros The ease of setup, in comparison to Salesforce. Cons The user interface is not overly intuitive, its too intricate and overly complicated. It does not have a easy flow to it. It feels like trying to make a lot of pieces fit together instead of setting up steps that compliment each other. Reason for choosing Apptivo Price. Switched from [Salesforce Revenue Cloud](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/) My boss made the switch for financial reasons. Review Source Response from Apptivo August 26, 2019 Hello Adam, Thank you so much for taking the time to post this review! Our team is glad to hear that you find Apptivo fairly easy to set up. We will collect your feedback on our interface and notify our teams accordingly. Thank you so much! Team Apptivo VR Verified Reviewer Director Of Operations Furniture Used the software for: 1-2 years ### "Everything has been going very well!!" May 1, 2018 4.0 Pros Everything was already setup. We really didn't have to change too much in order to us to have success with the platform. Cons There is some functionality with the converting process that I wish was better but we have been able to get by. Review Source ST Stacey T. Standard product Sales Machinery Used the software for: 2+ years ### "Apptivo " April 29, 2019 3.0 The Apptivo Customer service is good when a problem arises. Pros The Sales & Pipleline function enable me to easily track open quotes. Cons It can be glitchy at times, it can hang & Sometimes I lose a whole quote as it doesn't save. Review Source Response from Apptivo June 20, 2019 Hello Stacey! Thank you so much for taking the time to post this review! We are glad that you're happy with our support team and find the opportunities app easy to track open quotes for you. We are continuously trying to improve Apptivo and will collect your feedback to notify our teams. Again, thank you so much! Team Apptivo LA Laura A. Comm. & Mktg. Machinery Used the software for: 6-12 months ### "Nice Platform - Resolved Internal Issues with Availability of Data" August 5, 2020 5.0 My project manager has been fantastic to work with and very diligent to resolve any questions or issues related to the implementation process and user experience. We had hoped to use the quoting feature, and may implement this in the future once our sales team sees the proven success of its usage. Pros I like the ordering of the contacts to follow the leads process, the campaigns, and employees modules Cons I would like for there to be more standard campaign templates that are more like Constant Contact's standard templates Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Apptivo Salesforce was cost prohibitive Review Source Curtis H. Internet Marketing Consultant Marketing and Advertising Used the software for: Less than 6 months ### "Excellent Product, Excellent Support. " March 17, 2015 4.0 Pros I like the fantastic support, customizable forms, and employment management. These features are really well put together. On the topic of customizable forms I'll just add that you can create a form that is as extensive (or simplistic) as you need. The search function for forms is fantastically easy and advanced search gives you the option to search for any data in any specific form you have which is really really good. Cons There are a couple changes needed for me to rate this 10 out of 10. I love this software, but until the following issues are fixed, we will continue to have a few frustrations with using it: -You should be able to sort every column A-Z (or by date oldest to youngest) and vice-versa not just "Standard attributes." -Again around filtering, if you create an input box for a date, not using the 1 standard attribute "Date Completed" Lets give the example of using a new field you create called "Sales Presentation Date". You can't sort the data by a range of dates. You can only do this for the 1 standard attribute field "Date Completed". We have several date fields that we NEED to be able to filter the range with (e.g. to find out how many sales visits a salesman has been on during a specific month), but we cannot do this because we cannot sort or filter by date range. -Lastly the inability to PRINT directly from Apptivo is just frustrating. You have to export it to Excel (which should be a separate button and not part of a drop down menu) and then print. Review Source VR Verified Reviewer President Used the software for: 1-2 years ### "Very difficult to use, cannot customize settings, too many tabs on invoices not clear concise views." May 1, 2018 1.0 Pros it is connected to paypal. it seems to function properly and send invoices when i hit send. clients receive the email. Cons Very difficult to use, cannot customize settings, too many tabs on invoices not clear concise views. Review Source BC Brandi C. Sales Coordinator Computer Software Used the software for: 1-2 years ### "Best Customer Service" March 7, 2023 5.0 Pros Product is very easy to use, and customer service is always quick and very helpful. Cons There is not anything we don't like about this software Review Source VR Verified Reviewer Internet Marketing Consultant Marketing and Advertising Used the software for: ### "Fantastic Software, Fantastic Support!" August 21, 2014 5.0 Have been using Apptivo for a while now and have been blown away by the amount of effort that has been put into this online software package. Really well designed and easy to use. Also mostly intuitive workflows. The Support has been second to none, they have an on-page live chat which is usualy responded to within 60 seconds and then you can ask all your questions and I've never once not received information to help me through. Fantastic Software, Fantastic support! A real role model for how online Software should work and be supported. Pros Easy field creation, easy setup and a good level of depth for creating and personalising to your business' need. Massive PRO is the support and FAQ's for this software. they have a live chat feature on every page so help is only a couple seconds away Cons There are a couple things that could be added to make it work a little better, like a Lead # Generator and the ability to remove ALL fields if required . You are given a fair amount of creative licence but there are a few odd restrictions. Review Source NL Natalie L. project master Hospital & Health Care Used the software for: 1-2 years ### "New Administrator Learning on the Job" October 10, 2020 3.0 Customer service has been very helpful Pros legacy product when i started with the company Cons Customization can be awkward. Our industry is a hybrid between Hospital and Real Estate (placing elderly in Senior Living Communities). The syntax is not ideal, but we are working through it. Those how have been here longer say it is better than the prior system (which I think was manual). 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