# Page 2 | Apptivo Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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) 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 2 - Reviews of Apptivo ## Showing most helpful reviews Showing 26-50 of 708 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use RP Robert P. Owner Entertainment Used the software for: 2+ years ### "Making a small business look large and professional" March 23, 2019 5.0 Very Happy with the product. It works well, year in and year out, and this year, I intend to learn how to use more aspects of it. It's a complete sales CRM and I don't really take advantage of that. I use it as an invoice generation tool. I am a loyal user and have no intention of looking elsewhere. BUT please think about that calendar feature. $60 and an invasive integration from Google, feels a bit much. Pros It is easy and quick to punch out an invoice copying an old customer invoice and making a couple changes in the body the Output looks Professional when I bill my corporate clients. I like that if I get stuck, CHAT is always available and it's been quick to resolve my confusion or concerns. Cons Inconsistent features access between my Ipad and my windows desktop. The IOS (Apple) apps have improved since I started using Apptivo. Although I had to have two separate Apps on my ipad initially and it was confusing, the main app has bulked up to where I rarely need to get on my windows machine. But I'm finding I do have to still, like setting up recurring invoices. Recording payments, seems to be less than intuitive, resulting in me over crediting an account and having to search until I gave up, trying to delete the twice or more extra payments due to some sort of lag from screen to screen. My man complaint is lack of a simple calendar capability and it appears if I want it I'll be having to add Google G Suites, which is overkill. Apparently to make up for lack of feature capability in Apptivo, if I want to set up recurring invoices that utilize date features like 2nd Tuesday of every month or 4th Monday of the month. That will cost me $6 month from Google and I don't want or need all of the G suite features. Review Source Response from Apptivo April 4, 2019 Hi Robert! 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 Sure we are taking all your feedback on enhancing the Recurring Invoices and Calendar capability into consideration and will work on it. I am delighted to read that our support team provided excellent service. We would continue to give all of our customers with the same fantastic experience. You can always get us on online chat (24/7) or write a note to support@apptivo.com. Thanks again! KE Kristin E. marketing consultant Non-Profit Organization Management Used the software for: I used a free trial ### "Always surprising me with it's capabilities!" January 28, 2022 5.0 The \[SENSITIVE CONTENT\] of the rescue is not tech savvy and is constantly on the road picking up feral cats, taking cats to the vet, managing the foster network, running the operations of the rescue and setting up appointments for adoption interviews. She needs as much information at her finger tips (smart phone, ipad or laptop computer) as she can get. The goal is to use Apptivo to reduce her workload, help her be more organized and reduce her driving around just to pick up files from various people just to have the data she needs on any given day. We are using Apptivo to enter all the data we can so she can update data and status's on the road in her free time. Also so she doesn't have to send as many texts and emails to get answers because all the answers she needs will already be data entered into Apptivo. Pros The ability to CUSTOMIZE! Customized fields for contacts, companies and I can make my own custom apps! Also customer service and the engineering teams are top notch! 24/7 support. 90% of the time they can help me. The 10% of the time they can't and refer me to engineering for unique situations the engineering team is great at reaching out to me quickly to resolve the problem. Not a perfect app, but they are receptive to suggestions and ideas. They work to implement user suggestions. I've seen them implement my ideas from using them with my company. Cons No way to track ages by birthdate. Yes, you can use a date field to track birth dates, but I need a field that shows me a client's CURRENT AGE based on their birthdate field. With hundreds of children clients in my database it's super important to know who has a birthday coming up and how old they are exactly on any given day. It would be even better if the birthday field was set up so you could set alerts/reminders that birthdays are coming up that month, that week and today. Remembering a kid's birthday means the world to them! We also are trying to find homes for cats. They too age every day. Knowing their current age is super helpful when trying to find them homes. With hundreds of cats that are in our system that we are trying to place we need a quick view of all the cats and correct CURRENT age based on their birth date. Reason for choosing Apptivo Price and customizability. Review Source Vernessa T. Freelance Writer Used the software for: 2+ years ### "Apptivo is All-Inclusive, Modern ERP Cloud App Done Right (Just Add Speed and GUI Refresh)" June 20, 2018 4.0 I was using Teamwork (formerly Teamwork PM) for project management, a local install of vTiger CRM for contacts and opportunity management, and myriad other cloud-based apps to pull together administrative activities. I wanted an all-inclusive software with strong project management features that also allowed me to handle detailed invoicing and allowed customers to click a link to pay. Lastly, the CRM component had to be at least as good as vTiger (or Zoho CRM which I'd also given a trial run). Apptivo satisfied these needs. Pleased with the CRM, opportunity management, project management, field service management, and billing apps (especially since they've added Stripe as a payment gateway). Pros They do not nickle-and-dime you to death! One price includes everything. Their tiers are about number of users rather than adding/subtracting features. A more sensible model than some of the others. I like how detail views are available from most places -- call logs, projects, tasks, and notes can be associated with a contact or company or opportunity. The integration with email is excellent, right down to making it easy to connect your email boxes. One challenge I had that Apptivo solved for me was how to keep emails related to a particular project or opportunity all together in one place. Apptivo does a good job of this by assigning codes (or project numbers), and allowing you to select whether or not the email you are writing is related. If you are writing emails using some other application (your desktop client or cloud-based app), you can use the same code in the subject line and Apptivo will pull that email into the app, and associate it with the relevant modules (project, client, case, etc.) Cons Apptivo is reliable, doesn't seem to ever lose information, etc. but it is often as slow as molasses in an ice storm. Waiting is a no-no; constant waiting is a annoyance that has made me close the app more than once and come back another time. Apptivo communicates improvements and changes on a regular basis, however, it takes Apptivo a long, loooooong time to integrate changes that have been requested by clients, and improvements overall. The incremental changes they report on are good but they are really things that should have been implemented 4-5 years ago. An example of this is Stripe (payment gateway) integration. I requested it over and over about 3 years ago but it was just implemented last year. They could do better with customization (esp. dashboards), reporting, data import, data export and speed. Low scores on API/integrations -- they have an API but not many other services have developed integrations for it. Neither have they developed many integrations (except for Google products). Even their WordPress module is outdated, clunky. Also, connection to phone services (to take better advantage of the ability to log calls). The interface still has areas that are clunky and unattractive (although, in defense of Apptivo, I must say the interface has improved in aesthetics, colors and icons in the 4 years I've been using 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. 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 Marisela E. Used the software for: 2+ years ### "Customer Support is very Responsive" November 28, 2016 5.0 Our business started Apptivo when we were quite small, and there were several issues with the program when we first began using them. The support at Apptivo is awesome, every time that we have a difficulty using any of the programs feature, they have gotten back to us within hours or sometimes days. The recent issue with using their Ledger App took a bit longer to resolve but we enthusiastically appreciate their dedication to resolving the issues, and how thoroughly they did resolve it. The features we use most often include: Emailing Invoices and Estimates, keeping track of our Finances with their Ledger App, and keeping track of correspondence with Clients. There are some many other features to the program including tracking Inventory, tracking Accounts with Suppliers, and creating Projects with clients/collaborations with other professionals just to name a few. I will continue to use and support the Apptivo program. They continue to grow and offer more features, clearer and efficient options for tracking the growth of our business as it continues to grow! Pros Easy to use features - Sending out invoices - Receiving payments and notifications - Receving Emails and Client feedback - Tracking client info - Reviewing, Updating, and tracking Inventory and Accounts Payables. There are many other features but these we use in general. Cons Some errors with Invoices through paypal that require the client to input the info more than once, especially when there is Updates to the program. This has happened on some occasions, but is no longer an issue that we experience. Review Source OV Olivier V. Managing Director Education Management Used the software for: 2+ years ### "Apptivo for SMEs" December 17, 2020 5.0 It is very easy to keep track of my clients, contacts, price estimates and invoices. Also very easy to make invoice based on estimates, etc. We are a small company but with multiple locations. Apptivo has been a great help managing all our customers, products, etc. data. One advise regardless of the software you chose: do your homework! I mean try to identify your current process, current data you have and how they are use throughout the whole sales process (from estimate to delivery to invoice). The clearer your process and data needs are, the easier it will be to start moving to this great software. Good luck! Pros Very easy to use, very easy to customize, affordable, fantastic support! Cons Hard to say... I like it all. If I had to say one, it would be calendar, which I am not using, as I am already using a Google calendar. Review Source KM Kevin M. Sales Manager Furniture Used the software for: 1-2 years ### "Great Value and exceptional support" August 11, 2020 5.0 Moving from an Excel-based CRM which was not regularly updated, or even used by most of the team, we had plenty of room to improve. There are lots of products out there and we investigated quite a few. Some were cost-prohibitive and others just didn't feel comfortable, but with Apptivo, there was so much information, so much support, and all at a very reasonable price. I recommend them to everyone I discuss our CRM with. Pros In discussing our needs, I felt straight away that this was a company we could work with. The team went out of their way to ensure that we had everything that we wanted, even if we weren't always sure and changed our minds. they worked with us to ensure a great outcome, and as we now expand the suite of options we are using within the Apptivo framework, they're giving us the same level of service. Very highly recommended, give them a go and you'll not regret it. Cons I can't really think of anything. I can get in touch with someone by a multiplicity of methods and so far, they've always been able to resolve my issues, or at least explain why what I wanted is not practical or possible. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Review Source MN Marisa N. Manager of Operations Non-Profit Organization Management Used the software for: Less than 6 months ### "SDFRA Review of Apptivo " February 16, 2021 5.0 The overall experience has been great! By building this project with the Apptivo team, we were able to update our claims system and member database system, which was 12 years old. We can now run reports, track membership dues, grants provided to the members, communicate, document, run checks, etc. This system is very robust, and that is what we asked of the Apptivo team. We are still working on the project and just launched our "go-live" in-house and are very happy with it so far. Pros The most impactful feature of the Apptivo app is the administration and membership portal access. We have approximately 1,300 that will be utilizing this application. The membership side product is very straightforward; thank you to the Apptivo team for allowing our team to provide our feedback and fix any issues quickly for us to test. The integration of the new system was very smooth and almost seamless during the transition. Cons Our system was custom built to meet our needs. We would like to see specific items more automatic, and the Apptivo team is still working on making these features in for us. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Apptivo We chose Apptivo because their customer service stood out to our organization. From the start, the Apptivo team has been great at communicating with our team and meeting our expectations for this project build. Review Source GM Gina M. Product Owner Information Technology and Services Used the software for: 1-2 years ### "Exceeded Expectations" August 16, 2021 5.0 The onboarding team was wonderful and addressed every issue that came up. They were incredibly responsive and Apptivo delivered on all the features we wanted/needed. Apptivo is an absolutely critical part of our business at every level. From lead management, to sales and quoting, to implementation and onboarding of new customers. It is so much more than a CRM for us. Pros The onboarding team made sure all of our data was transferred over as we expected and they made everything so easy for us. It is really feature complete so we were able to eliminate multiple other systems and consolidate so it is easier for all staff involved. Cons The Outlook integration has had some trouble with calendar appointments that we had to work through. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Apptivo Apptivo is incredibly feature complete and they are more cost effective and support their own product so we can make changes ourselves and also reach out to their support team for help if we need it. It was the best fit for our business by far. Switched from [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/)[Freshdesk](https://www.capterra.com/p/124981/Freshdesk/) We were going to need to spend a lot to re-vamp some processes and it is all consultant based with Dynamics so we decided to look around at other options. Apptivo was by far the best fit for us. It is less costly and easier for us to maintain ourselves. Support and onboarding with Apptivo is top notch. Review Source Rob G. Next Level Achievement Coach Used the software for: 2+ years ### "Best Bang for the buck on the market! Adaptability and ease of use with scalability!" May 1, 2018 5.0 Functionality and accurate data collection that was flexible to meet my needs! Hands down the best solution on the market for the price point! Pros Ease of USE and layout modifications! The layout is so easy and adaptable to collect the information simply from other users. Databases are only as good as the information you put into them. Apptivo makes it so SIMPLE getting the info in and thus making it powerful! Cons Very few, because it is cloud-based they are constantly adding customization features and options and sometimes the functional icons show up in the Customization Settings of the Administrator and there is no documentation for the new functionality as of yet. I would much rather have this problem than them not update the customization functionality though. This database is unbelievably scalable and constantly improving! 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 HB Heath B. IT Manager Food & Beverages Used the software for: 6-12 months ### "Designed for us" July 26, 2021 5.0 We needed a CRM system that really could be bespoke to our unique needs as an organisation. Having outgrown our previous CRM when it wasn't able to be flexible enough to grow with us, we needed to ensure that not only could be track engagements, manage contacts, track event participation -- as well as set up considerable amount of event triggers for email notifications and much more. The Apptivo team really never said "No, we can't do that". It was always a case of let's go away, see what we can do, and they came back with a solution. Very impressed with the support we received from Apptivo. Pros Apptivio was already a full-featured product when we identified it as a suitable replacement for our existing CRM system, which we'd outgrown as an organisation. The ability to further customise it to our specific needs, through the support of their friendly, professional services team, guaranteed that it would tick all of our boxes. We're still finding new things to use Apptivo for, and it's great to have all of these features in one product which integrates with our Office suite. Cons We heavily customised what the product is capable of, syncing it with our Xero accounting package as well as Office 365. This took considerable effort on the part of Apptivo's support teams -- not a complaint by any means though. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Insightly](https://www.capterra.com/p/130671/Insightly/)[Zapier](https://www.capterra.com/p/130182/Zapier/)[Freshdesk](https://www.capterra.com/p/124981/Freshdesk/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Apptivo The incredible amount of features and capabilities present within the Apptivo ecosystem as well as the ability to really make it our own. Review Source SM Shannon M. Office Manager Maritime Used the software for: 1-2 years ### "Learning and loving" October 7, 2020 5.0 The more I learn, the more I love it! Pros I love the automation and how easy it is to communicate with our customers and internal team. Cons I'm still learning, and although all companies vary in their work flows, I would love to see a more of a road map, as to how apps should relate to one another. Being able to convert an estimate into a quote from the click of a button is great, and the notifications of "who's up next" is great. I guess I just need more time to figure it all out on our end. I know the potential is there, it's a very intuitive product. Alternatives considered [monday.com](https://www.capterra.com/p/147657/monday-com/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/)[Adobe Workfront](https://www.capterra.com/p/268205/Adobe-Workfront/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Apptivo The look and feel, It's very user friendly and the support is amazing! Between chat, google and youtube you have seem to cover it all. Switched from [Rev.io Billing](https://www.capterra.com/p/25471/Rev-io/) Apptivo just has so much more to offer. Review Source MZ Maira Z. Director of Sales Security and Investigations Used the software for: 2+ years ### "Flexible Software Platform" November 16, 2022 4.0 Cloud-based product is easy to use from anywhere, including mobile device. We required significant system customizations and most were successfully implemented. While we have trouble resolving issues using Apptivo's general Tech Support chat function (probably due to our breadth of customizations), our PM and Apptivo's technical team always provide good support when we have issues to address! Pros Its ability to accommodate the range of sales and technical information we track in a CRM. The Apptivo team was willing to affordably undertake necessary customizations to tailor the product to our business model. Cons Certain basic tools (i.e. drag and drop column-builder) are not features of this system. List upload function is complex. Mobile functionality is somewhat limited. Outlook integration is less user-friendly / flexible than ideal. Reporting functionality is limited without customized reports. Alternatives considered [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Reason for choosing Apptivo Price relative to the feature set we required at the given time. Review Source LP Lloyd P. VP Sales Computer Software Used the software for: Less than 6 months ### "Apptivo for Sales Forecasting" November 10, 2020 5.0 We are software start up and needed a CRM to manage Leads, Contacts, Opportunities and track project implementation. Apptivo does all this. And if it does not do exactly what you want OOTB, Kamala and her team will customise it for you. The implementation support and customisation folks were easy to work with and understood our requirements. I was very impressed at the level of engagement and enthusiasm to get Apptivo customised to how we needed it to be. Pros Apptivo is very easy to use, and integrates seamlessly to other apps. The ability to customise to suit our specific needs was a big plus in our purchasing decision. I have used a few of the other CRM solutions, and find Apptivo one of the best CRMs for sales forecasting and pipeline management. Cons Would be good to Click on the name and the Opportunity or Contact would open up. But to view an Opportunity or Contact, you have to move the mouse to the right hand side and click on the 3 Dots (Actions). I find this a little annoying. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/) Reason for choosing Apptivo Very well demonstrated to us, understood our needs, easy to deal with and well priced Review Source LS Lori S. Senior Project Manager Research Used the software for: 2+ years ### "Great Product" August 11, 2022 5.0 Overall, this product has streamlined and simplified the way we do business, contact our clients, and regulate their access to data. Pros Apptivo CRM is very user friendly. It is also very flexible so it can suit your business the way you do business Cons If I feel like there is something missing, I can report it to Apptivo and they usually put it in their pipeline and add it to the software. Alternatives considered [Sales Force Assistant](https://www.capterra.com/p/247040/Sales-Quote-Assistant/) Reason for choosing Apptivo Apptivo was customizable and easier to use than the others. The price point was also better for us which was huge! Review Source CH Chris H. Director of Client Success Translation and Localization Used the software for: 2+ years ### "Great CRM that Scales for your Company's Needs" April 12, 2022 5.0 Apptivo has helped us better manage our business processes and sales pipeline. It's very easy to use with a very easy learning curve. Pros Ease of use, easily customizable with an app design that provides every team member with exactly the access and tools their particular role requires. Also, customer service is excellent. Cons Occasional hiccups in some of the marketing tools but customer service is excellent so it's never been even an inconvenience. Reason for choosing Apptivo Ease of scalability, price and app construction allows for customized tools for each employee. Review Source ML Michele L. Project Manager Hospital & Health Care Used the software for: 2+ years ### "Apptivo CRM" March 8, 2023 4.0 We have had an overall positive experience with Apptivo. We have been able to capture information we were not able to have in our last CRM, and also streamline workflows with dashboards and automated reporting. Pros Ease of use and customer service. It is very convenient to be in Apptivo and be able to pull up a chat with support real-time, with the ability to attach screenshots, and even have the support representative start a screen share to further investigate issues. If the representative is not able to answer my question, they create a ticket on my behalf for the team to follow up on. Cons The inability to report on fields that live in different apps. This was a key feature we had noted when looking at CRMs and the expectation was that this functionality was 6 - 12 months away in Apptivo, however 3+years later it still does not exist. Reason for choosing Apptivo Presentation, features, support, cost Review Source ES Edwin S. Founder - Shareholder - Marketing manager - Sourcing and Purchasing manager Used the software for: ### "Why I am choosing Apptivo" February 22, 2015 5.0 So, I have been test driving CRM's for the last 2 years. I have scanned and reviewed about 100 of the CRM's out there, and during the selection process only a few stood up to my requirements, being: -A solid sales pipeline (From lead to opportunity to sales to after-sales) -A great contact management system -The possibility to generate quotes that can be converted to work orders, to invoices etc -An integrated templated Project management system with pre-set task generation -Email (gmail) integration -Google apps for business integration -The possibility to add more functionality in the form of integrated apps when the need arises. At the end, and when all the nitty-gritty was tested, only 3 applications remained who were comparable, qua price and functionality. But where Apptivo stands out with head and shoulders above nearly ALL the CRM's I tested, is the quality and the availability of their support! As far as I know, ONLY Apptivo, has a free 24/7/365 online support chat from within the CRM, and I consider this as a huge plus point. I run a small B2B business supplying promotional products mostly in Southern Africa but rapidly growing and expanding our market. We are currently with six people, but I am confident that at our current growth rate, we will pass the 10 employee mark by the end of 2015. I have a deep passion for what I do and when it comes to the integration of a tool that in time becomes a keystone in my business, I need suppliers that share my passion. And this is exactly what the people of Apptivo do: Tested and proven, even today on a Sunday afternoon. Keep up the good work guys, I hope we will go a long way together! Edwin Spiessens Corp. Gifts and Gadgets cc South Africa www.gifts-n-gadgets.co.za Feel free to drop me any question at any time if you think I can help you by selecting a CRM: edwin@giftsngadgets.co.za Pros \-A solid sales pipeline (From lead to opportunity to sales to after-sales) -A great contact management system -The possibility to generate quotes that can be converted to work orders, to invoices etc -An integrated templated Project management system with pre-set task generation -Email (gmail) integration -Google apps for business integration -The possibility to add more functionality in the form of integrated apps when the need arises. As far as I know, ONLY Apptivo, has a free 24/7/365 online support chat from within the CRM, and I consider this as a huge plus point. Cons If I have to say anything then it will be that the look of the user interface is a bit dull, but i will take this a hundred times to bells and whistles, and a quarter of the functionality and support! Review Source ZK Zita K. Business Manager Commercial Real Estate Used the software for: Less than 6 months ### "Apptivo - new course of business" March 25, 2022 4.0 After having been using Apptivo for a couple of months now, we can see that we made a good decision choosing Apptivo. The user team loves it and we are still exploring new ways to use it in its full potential. It is packed with lots of brilliant solutions. Pros Apptivo is a great system, it so simple and intuitive from a user perspective that only basic training is enough to start working in it. It is great that we could customise the fields and we could build it to mirror our process map perfectly. Cons I think, Apptivo has a certain system logic and it wasn't explained to us very well in the training materials. so when we started to build the system we made some big learning curves that would have been avoidable. There are lot's of training materials available but it's a pain to find answer to our questions when trouble shooting. Help line chat very handy though. Alternatives considered [Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[monday.com](https://www.capterra.com/p/147657/monday-com/) Reason for choosing Apptivo Based on recommendations, value and functionality Review Source LG Lucious G. Director Education Management Used the software for: 1-2 years ### "Here's What You Need to Know" January 13, 2020 5.0 Fulfilling Pros Do not be decieved by Apptivo's simple interface. It is POWERFUL. Imagine having Sales Force, Mailchimp, Quickbooks all combined into one application that works on all types of devices. That is what apptivo is. I like the fact that there is an app for everything within the Apptivo app itself, and all those apps are free! I like that when i'm customsing and i spot an issue, i click the help button and \[SENSITIVE CONTENT HIDDEN\] or another support team come online in literally 12 seconds and tell me how to solve the problem. I like the fact that i'm paying just 20 dollars for this instead of 120 dollars per user for sales force. I like the fact that i can customise invoices, set up email templates, set up triggers so whenever i create a type of customer a special type of email is sent from a special address. If i keep going on, i won't stop Cons I really can't think of anything. Maybe i do not really like when i cant find a feature, but when i report it, 10 days later i get an email that feature was added. So they solved that problem Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Apptivo personal onboarding. pricing and customer support Switched from [Salesforce Revenue Cloud](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/) Tooe xpensive Review Source WB Walter B. Director of Sales Information Technology and Services Used the software for: Less than 6 months ### "Very impressed with Apptivo CRM." July 11, 2023 5.0 Pros I used quite a bit of CRM. But, with Apptivo based on your needs, you can customize it to tailor your company functionalities. Cons So, far the only thing I would do is when you are in the "Leads" or "Contacts" list if there was a next button to move on the next lead or contact. But, other than that it is great! Switched from [Nimble](https://www.capterra.com/p/123032/Nimble/) It met the requirements for the company functionalities. Review Source BW Brett W. Chief Operations Officer Construction Used the software for: Less than 6 months ### "If you need something customized to your business it doesn't get better!" January 17, 2021 5.0 This company is fantastic and a complete joy to work with. Very courteous and fast to correct issues as they arrive. Communication was fantastic. Pros The company does everything in their power to personalize your experience for your needs instead of trying to force your needs into their locked system. Very customizable and if they can't do what you need they will do what they can to implement it later. Cons A bit slow on page changes, updates, and downloads. They need a more robust system and servers. Alternatives considered [JobNimbus](https://www.capterra.com/p/126797/JobNimbus/)[AccuLynx](https://www.capterra.com/p/116187/Acculynx/)[Insightly](https://www.capterra.com/p/130671/Insightly/)[Builder Prime](https://www.capterra.com/p/164068/Builder-Prime/)[Jobber](https://www.capterra.com/p/127994/Jobber/) Reason for choosing Apptivo They were the most customizable and affordable. The only other companies that were as customizable were way more expensive. Switched from [Dataforma](https://www.capterra.com/p/130599/Dataforma/) Dataforma was way too expensive and not very customizable. After 5 years they were still not able to implement most of our requests and needs that we were told in the beginning that they would work to roll-out. Review Source CK Craig K. Market Research Consultant Market Research Used the software for: 2+ years ### "All-in-one ERP - broad coverage at a reasonable price" May 14, 2018 4.0 All-in-one business software, good support and value for the money. Pros An extremely broad range of applications. Apptivo beats most competitors in this respect; it really is an 'all-in-one' ERP in fact - not just a CRM. At the same time Apptivo is excellent value for the money. The 'in-app' live chat support is especially helpful, as you can deal with issues as they occur. The pricing is per user, broadening the base of potential organizations who will find Apptivo appealing from the outset, and scaling as the organization grows larger. Cons Being a 'jack of all trades', Apptivo cannot be expected to excel in every area. Some features - such as the two Wordpress plugins - seem neglected and are seldom updated or promoted. Given the popularity of WP it seems to be a missed opportunity to expand into the help desk market. Another example would be the customer portal, it seems a bit awkward. The customer must sign-up through Xinnect and then Apptivo as well to access their portal, even though Apptivo might not be relevant to them. It is also difficult to control exactly what clients will see, and they are shown a lot of irrelevant fields, even though there is a rudimentary role assignment mechanism. Combining this with cases (tickets) and answers (knowledge-base) should in theory provide an alternative to a help desk, but it is a long way round. 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 DP Dean P. Managing Director Sports Used the software for: 1-2 years ### "Apptivo - plenty of features for sensible outlay" October 16, 2020 4.0 I have had a few issues but cannot fault the 24/7 chat support and they have always helped solve the issues I have encountered. Pros I wanted a CRM system that was able to do quotes and invoices. Apptivo ticks this box - other competitors can offer this but much more expensive and way out of budget for small company like mine. Cons Setting up templates for each app. Only links to Office 365 and not MS Office 2019 Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Apptivo Price and features Review Source CJ Carol J. Business Manager Information Services Used the software for: 2+ years ### "Apptivo is a strong CRM for small business" August 23, 2022 5.0 Pros Apptivo was the software we found easiest to use and provided us with what we need. It's also flexible and allows us to add features or apps as required. The Apptivo team was extremely involved in setting up the software and continues to support us. They work on any issues we have immediately and communicate progress along the way. Cons I find it difficult for to customize the application when changes are required, however, I don't have a technical background. Reason for choosing Apptivo Ease of use, integration, price. Review Source Susan D. CIO (Chief Idea/Implentation Officer) Used the software for: 2+ years ### "We've been using Apptivo to manage our networking group for invoicing and also guest management" May 7, 2018 3.0 It has great time-saving features but has been "glitchy" after having worked successfully in the past. Pros Comprehensive tool that allows us to create templates for just about everything we need from weekly updates, quarterly & annual invoicing, guest followup and reminders. Also, let's us automate generation of invoices. Great to have a history of current & past members & guests. Cons Seemed to work find for the first few years but in the last 1-2 years there have been anomalies in invoicing: past due amounts were incorrect and have had to reach out to customer support several ties on this... We are not paying for the service (so I guess we don't have the right to complain) but it has been an issue to trouble-shooting the problems. Customer support has been responsive but resolution of the issues has sometimes been slower than I'd like. I've had to create work-arounds to resolve some of the issues. Review Source Response from Apptivo October 11, 2018 Hi Susan, We've improved the technology quite a bit and have also added a lot of new features. Some training may help to get used to getting your work done in the current version as it stands. We have not discontinued any working features unless we are able to provide a much better flow and it was impossible to keep both the old and new features to coexist. Certainly feel free to reach out to us to schedule additional training. Talk to a Capterra advisor for free and get results within 15 minutes.