# Page 9 | Apptivo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 9 - 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 9 - Reviews of Apptivo ## Showing most helpful reviews Showing 201-225 of 708 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MM Michael M. CTO Facilities Services Used the software for: 2+ years ### "Sales CRM" September 12, 2022 4.0 Pros It's web based and once configured easy to use. Cons System updates on the hosted version are not communicated so we don't know when updates happen. This forces us to play catchup and troubleshoot issues after the fact. Review Source CO Chris O. BDM Construction Used the software for: 1-2 years ### "Great CRM for the value" February 11, 2022 5.0 Great Pros Lead and Opportunity management and historical data storage Cons Nothing yet, Really liking the experience Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Apptivo I have used Salesforce before and i believe its to expensive for the way we needed to use a crm Review Source DL David L. Founder & CEO Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Overall Review" February 24, 2021 4.0 Good but read the above. Pros Mostly Good. Not used for financials only for Estimates order processing Sales, Invoices, stock control. Cons Cannot manually change inventory and cannot have different inventory locations Reason for choosing Apptivo Price Review Source RG Ravi G. Project Manager Biotechnology Used the software for: 6-12 months ### "Customer management can be made better by using Apptivo." August 5, 2018 4.0 Pros All the features come at a specific fixed price. This application can be especially favorable to startups. Contact information, emails etc are arranged in a very neat order and can be easily used without any trouble. The support team at Apptivo is very helpful. They try to solve every issue put forward as quickly as possible. The application also shows efficiency in tracking clients and also deals with payments effectively. Since it is cloud-based, it can be accessed from anywhere. Cons The customization options are minimal. Also, there is trouble caused by bugs, due to which the software slows down in the long run. Many times, there is a need to add information on the existing data more than once, as it failed to get saved initially. Review Source JM Jeff M. Business Development Representative Financial Services Used the software for: Less than 6 months ### "Inexpensive & Highly Scalable CRM Product" May 20, 2022 5.0 We are genuinely excited about the amount of information we can now utilize more efficiently in business development and relationship management, and look forward to also using for marketing campaigns and enhancing our pre and post conference attendee registration lists Pros Very customizable software platform; fairly easy data import; easy implementation Cons Integration to our business' Office365 email has proven to be more challenging than was anticipated. Once working, it works very well. The recently added filter to see only emails with contacts in the application cuts down on secondary email system mgmt Review Source AL Alexandra L. Group Synergy Coordinator Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "? " November 3, 2022 5.0 Pros easy to search any data in the system, searching engine responses quickly. Cons Export issue, comma vs. point, in France number, we have different meaning. So everytime i export reports, i need to replace point to comma in my excel, so i can get the correct number. otherwise, they are texts in stead of numbers. Review Source DW Daniel W. CFO Telecommunications Used the software for: 6-12 months ### "Feature Rich" May 7, 2021 5.0 Custom Training has been a journey taking us through implementation to make it most successful. Pros so versatile and easy to customize... we can change/update everything by ourselves. Cons I have not yet found something I do not like! Alternatives considered [ASP.NET Zero](https://www.capterra.com/p/198570/ASP-NET-Zero/) Reason for choosing Apptivo more versatile and more apps that cover the full business. Switched from [Rev.io Billing](https://www.capterra.com/p/25471/Rev-io/) We needed a CRM thad does not require a server and is remote friendly. Review Source SS Stephanie S. Promotions and Marketing Director Leisure, Travel & Tourism Used the software for: 1-2 years ### "A solid solution for managing clients and incoming cases for a quickly growing business. " December 12, 2017 4.0 Managing our customer service and response time. Pros Apptivo was relatively quick and easy to install, especially compared to larger CRM platforms. It was easy to train out team and quickly take control of customer service and response time by turning every email into a case. Having an easy way to search cases/customers and have a history of all our interactions with them has made a great improvement on our business this past year, particularly during our busy season. Cons There needs to be a way to file archived emails and we wish the email app and CRM cases app were interlinked. Review Source VR Verified Reviewer Professional copywriter E-Learning Used the software for: 6-12 months ### "Thanks to Apptivo we're now able to seamlessly improve our sales process" August 5, 2022 5.0 Pros It has all the features you'd want to seamless manage a small business, from it being a CRM, project management, invoicing etc Cons Can't really complain but implementation takes too long Review Source PO Peter O. Project Manager - Apptivo Account Manager Marketing and Advertising Used the software for: 6-12 months ### "Apptivo Support Review" July 8, 2022 4.0 Great experience in overall; Pros Highly customizable Has a variety of applications to utilize It's value for money Incorporates a lot of events and triggers Cons It's a bit complicated for first time users- The settings option is broad. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Freshsales](https://www.capterra.com/p/155563/Freshsales/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Apptivo Inclusivity - Variety of items and applications in one place! Review Source Eduardo G. Analista Programador de Sistemas Used the software for: Less than 6 months ### "The ability to integrate in a single application or program the different sections" June 14, 2018 4.0 You have a clear vision of all the processes in a company ready to be analyzed Pros The application offers complete view of the client and project from the start to the delivery and collection stages. Also alerts and personalizes reports. I really like the option to install a version of the application for mobile devices Cons At the beginning of the implementation phase, effectiveness may decrease if there is resistance to sharing information among commercial units or departments, this depends on the skill and ability of the work force, it also implies education and training, even though this tool is very easy to use and very intiutive for the team work so it can be less this training 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. 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 JL John L. Owner Human Resources Used the software for: 2+ years ### "Support" February 5, 2020 4.0 I have a recruitment agency and I am able to meet most of our business requirements with the software. I find their help desk to be extremely effective and today I had \[SENSITIVE CONTENT HIDDEN\] fix a broken address link with the minimum downtime. He was quick polite and knew what he was doing. Pros It is extremely versatile and customizable Cons Documentation is not always clear but the help desk with its online chat is very effective. Reason for choosing Apptivo all current cloud-based CRM products Review Source FG Fabricio G. Delegate Sales Manager Events Services Used the software for: 6-12 months ### "\[SENSITIVE CONTENT HIDDEN\] from Apptivo helped me to fix an issue" June 23, 2020 3.0 \[SENSITIVE CONTENT HIDDEN\] helped a lot, also \[SENSITIVE CONTENT HIDDEN\] from tech support did great job providing the proper and correct tech support guidelines Pros That youo can cotnact tech support and they help you, even \[SENSITIVE CONTENT HIDDEN\] from Engineering dptm, he solved the oreply@apptivo.com domain issue at the first time, also \[SENSITIVE CONTENT HIDDEN\] didi GREAT JOB, both, Cons Please, any time you finalize a task, log a call, send an email you need to wait several seconds, a lot until the background process is completed and shows xxxxxxxx is successfully, but if you log a call, and right away you want to send an email, that process will be deleted, until you wait time to be completed, with that I am losing prospect to reach out Review Source KN Kenneth N. Partner Financial Services Used the software for: Less than 6 months ### "Exceptional Quality" August 27, 2019 5.0 This is the best fully customizable CRM solution we've used that integrates seamlessly with Outlook. The value for the money is exceptional. Pros For the price, I haven't found anything like this out there. It is EXTREMELY customizable and the variety of apps, many of which are part of the base service package, is unbelievable. Cons Every now and then, there are some quirky glitches but on the positive side, client services is always available via chat and they are extremely helpful. Reason for choosing Apptivo Some were nice products but the price was out of reach. Others had too many limitations with regards to our ability to customize fields. This product is the perfect blend. Switched from [InfoFlo](https://www.capterra.com/p/96628/InfoFlo/) Our old CRM was too inflexible and it required that we house our data on a separate cloud server that we paid extra for. Overall, it was very clunky and their customer service was so-so. Review Source RC Ronald C. Visual Director Insurance Used the software for: Less than 6 months ### "New to Apptivo" February 19, 2021 5.0 So far it is Ok, have really not used it long enough to develop an opinion yet. Pros Ease of configuration, Support, Intuitive layout, Customization features, Pricing, and did i say Support is excellent. Cons Lack of integration with SharePoint, Email queues, Mobile software could be improved upon. 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 Cost and the ease of use and configuration. More of a fit for our business. The Marketing features in Apptivo also help sway the decisions. Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Cost and Ease of use and configuration Review Source DW Damon W. dwebb@talktech.com Used the software for: 2+ years ### "Not bad fir the price" May 4, 2018 3.0 Pros Price is good. It works well for invoicing once it is configured properly. Would recommend this for a small business. Cons The email feature is not very user friendly and the interface is a bit confusing at first. Customer support could be better. 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 PR Pat R. Owner Computer Software Used the software for: 2+ years ### "Support was great. Thanks executive." May 2, 2019 5.0 CRM and invoicing. Both great. Pros Features are great. Have used for a number of years. Cons Hard to know where all settings are located. Review Source Response from Apptivo June 20, 2019 Hello Pat, Thank you so much for taking the time to post this review! Our team is very glad that you're happy with our support and the features we offer. We are so thankful to have customers like you, who have been using our solution for years. We will collect your feedback and notify our teams accordingly. Again, thank you so much! Team Apptivo ET Edwin T. Marketing International Trade and Development Used the software for: 1-2 years ### "5 star" November 9, 2021 5.0 Good Pros Campaigns. I use to Schedule campaigns and generate leads Cons identifying leads of previous user is very difficult to find. Review Source MZ Monica Z. Director Administration International Affairs Used the software for: 1-2 years ### "Excellent Support and Customer Service" February 17, 2021 4.0 Very responsive team. We commend \[SENSITIVE CONTENT HIDDEN\] Pros It has a lot of possibilities to expand and integrate other parts of the business. Cons Customization is limited and depends more on Apptivo's support team than on the end user Reason for choosing Apptivo Price and Support Switched from [Act!](https://www.capterra.com/p/175860/Act/) Moving to a virtual office system Review Source CR Chris R. President Retail Used the software for: Less than 6 months ### "Very versatile - easier start up" February 17, 2021 5.0 Pros Ability for a smaller implementation investment Cons Set up can cumbersome, but the trade-off is affordability. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Apptivo Price - flexibility - lower start up costs. Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Original inhouse system was agin out. Review Source AF Anthony F. Managing Partner Financial Services Used the software for: Less than 6 months ### "Early Impressions " July 29, 2021 4.0 Still very early in our use of Apptivo Pros Price and Ease of Customization Cons Still very early in our use of Apptivo Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Reason for choosing Apptivo Price and ease of customization Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Price and lack of customization Review Source BH Bill H. Director of Everything Computer Software Used the software for: 6-12 months ### "They need to figure out how to make the software simpler and more productive out of the box." May 1, 2018 2.0 Webform capturing data, and offering automated quotes. Pros Price and the breadth of the published feature set. Accessing those features is another issue, however. If an administrator was dedicated to set things up and use Apptivo's consulting services for 3+ months, feature accessibility and the overall user experience may be different Cons It's really hard to use, as they haven't yet implemented an out-of-the-box solution that's easy and straightforward. It's almost like a kit that an IT staff would need to spend 3+ months setting up before deploying it. 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 Vice President Of Business Development Automotive Used the software for: 2+ years ### "My Field employees use apptivo daily to conduct business and are satisfied overall " May 1, 2018 3.0 Visibility into the field, ease of invoicing customers on the fly. Pros The invoicing feature integrated with quickbooks is the most beneficial to our business. I like the customer management but I find it a bit confusing sometimes. Cons The overall layout of the website. I am familiar with it and I find it still takes me a long time to get to certain places like account features, etc to change settings. Review Source LP Leah P. General Manager Retail Used the software for: 6-12 months ### "Been great in helping to streamline the business." September 30, 2022 5.0 Going really well and have been supported throughout Pros All information in one place and allows all to access it. Cons Can take time to load all the information but its great once you have as its all in one place. Review Source VR Verified Reviewer Program Administrator Used the software for: 6-12 months ### "Overall, we are winning with Apptivo! " May 1, 2018 4.0 Pros The ability to modify each app is amazing. This allows us to create what best fits our customers needs. Cons There isn't enough options to create a visually modern layout. Layout options are limit. I would definitely like the ability to implement different color schemes or utilize different font options. 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