# Apptivo vs Zoho CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Zoho CRM excels in providing a comprehensive view of leads from various sources, such as social campaigns and website forms. Users appreciate the ability to tag sources easily, which streamlines the process of passing quality leads to the sales team and tracking performance.
- **Users say** that Apptivo stands out for its modular app-based structure, which integrates CRM, project management, invoicing, and helpdesk functionalities into one platform. This feature is particularly beneficial for users managing diverse tasks, as it helps keep everything organized in one place.
- **Reviewers mention** that Zoho CRM's project management capabilities are robust, allowing users to handle client accounts and contact information efficiently. This functionality is highlighted as a significant advantage for teams looking to manage multiple projects and client interactions seamlessly.
- **According to verified reviews** , Apptivo is praised for its ease of use and quick setup process. Users have noted that the immediate support from IT has been a game-changer, making it easier to resolve issues and get started without hassle.
- **G2 reviewers highlight** that while both platforms offer good ease of use, Zoho CRM has a slight edge in setup and administration, with users reporting a more intuitive onboarding experience compared to Apptivo's setup process.
- **Users report** that Zoho CRM's customer support, while generally effective, is not as highly rated as Apptivo's. Apptivo users have expressed satisfaction with the quality of support, often mentioning the prompt assistance they receive, which enhances their overall experience with the software.



| | Apptivo | Zoho CRM | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.1 out of 5 | 
| **Total Reviews** | 223 | 2,944 | 
| **Largest Market Segment** | Small-Business (81.9% of reviews) | Small-Business (61.6% of reviews) | 
| **Entry Level Price** | $20.00 1 User Per Month | Free | 

---
## Top Pros & Cons

### Apptivo

Pros:
- Customer Support (33 reviews)
- Helpful (20 reviews)

Cons:
- Learning Curve (11 reviews)
- Missing Features (11 reviews)

### Zoho CRM

Pros:
- Ease of Use (271 reviews)
- Features (172 reviews)

Cons:
- Learning Curve (112 reviews)
- Limited Features (71 reviews)

---
## Ratings Comparison
| Rating | Apptivo | Zoho CRM | 
|---|---|---|
  | **Meets Requirements** | 8.5 (175 reviews) | 8.4 (2494 reviews) | 
  | **Ease of Use** | 8.3 (181 reviews) | 8.3 (2518 reviews) | 
  | **Ease of Setup** | 7.8 (110 reviews) | 8.0 (1288 reviews) | 
  | **Ease of Admin** | 8.1 (105 reviews) | 8.0 (1026 reviews) | 
  | **Quality of Support** | 9.0 (173 reviews) | 7.7 (2285 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.9 (103 reviews) | 8.0 (1001 reviews) | 
  | **Product Direction (% positive)** | 8.7 (174 reviews) | 8.0 (2421 reviews) | 

---
## Pricing

### Apptivo

#### Entry-Level Pricing

Plan: Lite

Price: $20.00 1 User Per Month

Key Features:
- 18 Apps
- 100 Custom Fields per app
- 25 Workflows

[Browse all 4 editions](https://www.g2.com/products/apptivo/pricing)

#### Free Trial

Yes

### Zoho CRM

#### Entry-Level Pricing

Plan: Free Edition

Price: Free

Description: With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.

Key Features:
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities

[Browse all 5 editions](https://www.g2.com/products/zoho-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | 7.4/10 | 134 |
| **Zoho CRM** | 8.1/10 | 1983 |

#### Sales Force Automation

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Contact & Account Management** | 8.3 (106 reviews) ✓ Verified | 8.5 (1670 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | 6.6 (67 reviews) | 8.3 (878 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | 7.7 (100 reviews) ✓ Verified | 8.2 (1581 reviews) ✓ Verified | 
| **Task / Activity Management** | 8.1 (93 reviews) ✓ Verified | 8.2 (1640 reviews) ✓ Verified | 
| **Territory & Quota Management** | 7.1 (63 reviews) ✓ Verified | 7.8 (1186 reviews) ✓ Verified | 
| **Desktop Integration** | 7.2 (75 reviews) ✓ Verified | 8.4 (673 reviews) ✓ Verified | 
| **Product & Price List Management** | 7.7 (78 reviews) ✓ Verified | 7.9 (1217 reviews) ✓ Verified | 
| **Quote & Order Management** | 7.7 (76 reviews) ✓ Verified | 8.0 (1210 reviews) ✓ Verified | 
| **Customer Contract Management** | 7.6 (77 reviews) ✓ Verified | 8.2 (1324 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Email Marketing** | 6.9 (77 reviews) ✓ Verified | 8.1 (1351 reviews) ✓ Verified | 
| **Campaign Management** | 7.1 (69 reviews) ✓ Verified | 7.9 (1307 reviews) ✓ Verified | 
| **Lead Management** | 7.9 (91 reviews) ✓ Verified | 8.4 (1553 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | 6.3 (62 reviews) | 8.0 (1130 reviews) ✓ Verified | 

#### Customer Support

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Case Management** | 7.6 (75 reviews) ✓ Verified | 8.0 (1202 reviews) ✓ Verified | 
| **Customer Support Portal** | 8.0 (76 reviews) ✓ Verified | 7.9 (1204 reviews) ✓ Verified | 
| **Knowledge Base** | 7.6 (74 reviews) ✓ Verified | 7.9 (1236 reviews) ✓ Verified | 
| **Call Center Features** | 7.9 (70 reviews) | 7.8 (1068 reviews) ✓ Verified | 
| **Support Analytics** | 7.7 (66 reviews) ✓ Verified | 8.0 (1112 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Reporting** | 7.0 (84 reviews) ✓ Verified | 8.2 (1519 reviews) ✓ Verified | 
| **Dashboards** | 7.8 (86 reviews) ✓ Verified | 8.2 (1567 reviews) ✓ Verified | 
| **Forecasting** | 6.5 (63 reviews) ✓ Verified | 8.1 (1054 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Social Collaboration Features** | 6.4 (63 reviews) | 8.1 (1082 reviews) ✓ Verified | 
| **Social Network Integration** | 6.6 (65 reviews) | 8.0 (1091 reviews) ✓ Verified | 
| **Mobile User Support** | 7.4 (71 reviews) ✓ Verified | 8.0 (1201 reviews) ✓ Verified | 

#### Platform

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Customization** | 8.1 (82 reviews) ✓ Verified | 8.1 (875 reviews) ✓ Verified | 
| **Workflow Capability** | 7.7 (73 reviews) ✓ Verified | 8.2 (846 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.2 (78 reviews) ✓ Verified | 8.4 (859 reviews) ✓ Verified | 
| **Internationalization** | 7.0 (61 reviews) | 8.1 (649 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 6.0 (55 reviews) | 7.8 (548 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | 7.1 (64 reviews) ✓ Verified | 8.1 (719 reviews) ✓ Verified | 
| **Performance and Reliability** | 8.1 (72 reviews) ✓ Verified | 8.4 (854 reviews) ✓ Verified | 
| **Output Document Generation** | 7.4 (66 reviews) ✓ Verified | 8.1 (662 reviews) ✓ Verified | 

#### Integration

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Data Import & Export Tools** | 7.5 (70 reviews) ✓ Verified | 8.3 (651 reviews) ✓ Verified | 
| **Integration APIs** | 6.8 (59 reviews) ✓ Verified | 8.1 (646 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 6.6 (54 reviews) | 8.0 (606 reviews) ✓ Verified | 

#### Generative AI

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | 6.9 (24 reviews) | 8.2 (180 reviews) | 

#### Agentic AI - CRM

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.0 (67 reviews) | 
| **Multi-step Planning** | Not enough data | 8.3 (65 reviews) | 
| **Cross-system Integration** | Not enough data | 8.1 (69 reviews) | 
| **Adaptive Learning** | Not enough data | 8.1 (67 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.3 (66 reviews) | 
| **Proactive Assistance** | Not enough data | 8.3 (67 reviews) | 
| **Decision Making** | Not enough data | 8.3 (68 reviews) | 

### Help Desk

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | 8.7/10 | 16 |
| **Zoho CRM** | N/A | N/A |

#### Ticket and Case Management

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Ticket creation user experience** | 9.3 (10 reviews) ✓ Verified | Not enough data | 
| **Ticket response user experience** | 9.3 (10 reviews) ✓ Verified | Not enough data | 
| **Workflow** | 8.6 (11 reviews) ✓ Verified | Not enough data | 
| **Response Automation** | 8.7 (10 reviews) ✓ Verified | Not enough data | 
| **SLA Management** | 7.8 (10 reviews) | Not enough data | 
| **Attachments/Screencasts** | 8.2 (10 reviews) ✓ Verified | Not enough data | 
| **Ticket Collaboration** | 8.2 (11 reviews) | Not enough data | 
| **Customer and Contacts Database** | 9.1 (11 reviews) ✓ Verified | Not enough data | 

#### Generative AI

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

#### Agentic AI - Help Desk

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Communication Channels

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Customer Portal** | 8.3 (10 reviews) ✓ Verified | Not enough data | 
| **Email to Case** | 8.8 (11 reviews) ✓ Verified | Not enough data | 
| **Chat/Live Support** | 9.1 (11 reviews) | Not enough data | 
| **Social Integration** | 7.8 (10 reviews) | Not enough data | 
| **Voice** | 7.7 (10 reviews) ✓ Verified | Not enough data | 

#### Platform

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Mobile User Support** | 9.2 (6 reviews) ✓ Verified | Not enough data | 
| **Customization ** | 9.0 (8 reviews) ✓ Verified | Not enough data | 
| **User, Role, and Access Management** | 9.6 (8 reviews) ✓ Verified | Not enough data | 
| **Integration** | 6.3 (5 reviews) ✓ Verified | Not enough data | 
| **Reporting** | 9.7 (10 reviews) ✓ Verified | Not enough data | 
| **Dashboards** | 9.0 (10 reviews) ✓ Verified | Not enough data | 

### CPQ

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | N/A | N/A |
| **Zoho CRM** | 7.7/10 | 121 |

#### Configuration - cpq

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Product Catalog** | Not enough data | Feature Not Available | 
| **Guided Selling** | Not enough data | Feature Not Available | 
| **Configuration Rules** | Not enough data | 8.3 (59 reviews) | 
| **Price Configuration** | Not enough data | 8.3 (55 reviews) | 
| **Visual Configuration** | Not enough data | 8.4 (60 reviews) | 

#### Pricing

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Pricing Flexibility** | Not enough data | 8.1 (62 reviews) | 
| **Discounting** | Not enough data | 7.5 (57 reviews) | 
| **Commerical Rules** | Not enough data | 8.1 (56 reviews) | 
| **Terms and Conditions** | Not enough data | 8.4 (58 reviews) | 
| **Approval Workflow** | Not enough data | 8.6 (58 reviews) | 
| **Renewals** | Not enough data | 8.5 (56 reviews) | 

#### Quoting

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Grouping** | Not enough data | 8.4 (58 reviews) | 
| **Version Control** | Not enough data | 8.4 (52 reviews) | 
| **Quote Document Generation** | Not enough data | 8.4 (53 reviews) | 
| **Ordering** | Not enough data | 8.4 (55 reviews) | 
| **Contracts** | Not enough data | 8.6 (52 reviews) | 

#### Admin

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Configuration Ease of Admin** | Not enough data | 8.2 (89 reviews) | 
| **Pricing Administration** | Not enough data | 7.7 (83 reviews) | 
| **Workflow Management** | Not enough data | 8.3 (86 reviews) | 
| **Document Management** | Not enough data | 8.3 (83 reviews) | 

#### Channels

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Mobile User Support** | Not enough data | 8.1 (57 reviews) | 
| **Channel Partner Support** | Not enough data | 7.7 (52 reviews) | 
| **eCommerce** | Not enough data | 8.0 (49 reviews) | 

#### Platform

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **CRM Integration** | Not enough data | 8.4 (89 reviews) | 
| **Integration API** | Not enough data | 8.2 (85 reviews) | 
| **Internationalization** | Not enough data | 8.0 (77 reviews) | 
| **Scalability** | Not enough data | 8.5 (88 reviews) | 
| **Reporting and Dashboards** | Not enough data | 8.4 (90 reviews) | 
| **ERP Integration** | Not enough data | 8.6 (20 reviews) | 

#### Generative AI - cpq

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Dynamic Quoting** | Not enough data | 7.4 (15 reviews) | 
| **Dynamic Pricing** | Not enough data | 7.5 (16 reviews) | 
| **Personalized Sale Recommendations** | Not enough data | 7.7 (16 reviews) | 

### Sales Gamification

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | N/A | N/A |
| **Zoho CRM** | 8.7/10 | 75 |

#### Competition

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Competition Templates** | Not enough data | 8.7 (58 reviews) ✓ Verified | 
| **Custom Competitions** | Not enough data | 8.7 (57 reviews) ✓ Verified | 
| **Team Competitions** | Not enough data | 8.7 (57 reviews) ✓ Verified | 
| **Simultaneous Competitions** | Not enough data | 8.5 (53 reviews) ✓ Verified | 
| **Competition Adjustments** | Not enough data | 8.5 (55 reviews) ✓ Verified | 
| **Awards and Incentives** | Not enough data | 7.9 (18 reviews) | 

#### Agentic AI - Sales Gamification

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

#### Integrations

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **CRM Integration** | Not enough data | 8.9 (61 reviews) ✓ Verified | 
| **Social Collaboration Integration** | Not enough data | 8.8 (59 reviews) | 
| **TV Streaming** | Not enough data | 8.7 (45 reviews) | 

#### Platform

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Reporting** | Not enough data | 8.8 (65 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.9 (64 reviews) ✓ Verified | 
| **Enterprise Scalability** | Not enough data | 8.8 (58 reviews) ✓ Verified | 
| **Data Import & Export Tools** | Not enough data | 8.8 (63 reviews) ✓ Verified | 
| **Performance and Reliability** | Not enough data | 8.8 (63 reviews) ✓ Verified | 

#### Employee Features

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **User Profiles** | Not enough data | 8.9 (66 reviews) ✓ Verified | 
| **Notifications** | Not enough data | 8.8 (68 reviews) ✓ Verified | 
| **Mobile** | Not enough data | 8.8 (68 reviews) ✓ Verified | 

### Project Management

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | 8.1/10 | 27 |
| **Zoho CRM** | N/A | N/A |

#### Tasks

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Creation & Assignment** | 8.3 (21 reviews) ✓ Verified | Not enough data | 
| **Due Dates** | 8.2 (21 reviews) ✓ Verified | Not enough data | 
| **Task Prioritization** | 8.3 (22 reviews) ✓ Verified | Not enough data | 
| **To-Do Lists** | 8.4 (20 reviews) ✓ Verified | Not enough data | 
| **Dependencies** | 8.1 (21 reviews) ✓ Verified | Not enough data | 
| **Mass Updates** | Feature Not Available | Not enough data | 
| **Drag & Drop** | 8.3 (21 reviews) ✓ Verified | Not enough data | 
| **Recurring Tasks** | Feature Not Available | Not enough data | 

#### Projects

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Planning** | 8.7 (19 reviews) ✓ Verified | Not enough data | 
| **Project Map** | 8.4 (19 reviews) ✓ Verified | Not enough data | 
| **GANTT** | 7.7 (17 reviews) ✓ Verified | Not enough data | 
| **Calendar View** | 8.0 (19 reviews) ✓ Verified | Not enough data | 
| **Views** | 8.2 (21 reviews) ✓ Verified | Not enough data | 
| **Project Budgeting** | Feature Not Available | Not enough data | 
| **Issue Tracking** | Feature Not Available | Not enough data | 
| **Templates** | 8.7 (20 reviews) ✓ Verified | Not enough data | 
| **Critical Path** | Feature Not Available | Not enough data | 
| **Time & Expense** | 7.8 (18 reviews) ✓ Verified | Not enough data | 
| **Methodologies** | 7.5 (17 reviews) ✓ Verified | Not enough data | 

#### Resource Management

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Resource Definiton** | 8.2 (18 reviews) ✓ Verified | Not enough data | 
| **Capacity** | 8.0 (18 reviews) ✓ Verified | Not enough data | 
| **Scheduling** | 7.9 (21 reviews) ✓ Verified | Not enough data | 

#### Project Monitoring

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Baselining / KPIs** | 7.9 (16 reviews) ✓ Verified | Not enough data | 
| **Resource Allocation** | 7.9 (16 reviews) ✓ Verified | Not enough data | 
| **Dashboards** | 8.6 (20 reviews) ✓ Verified | Not enough data | 

#### Generative AI

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | 7.1 (7 reviews) | Not enough data | 
| **AI Text Summarization** | 7.1 (7 reviews) | Not enough data | 

#### Agentic AI - Project Management

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Lead Generation

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | N/A | N/A |
| **Zoho CRM** | N/A | N/A |

#### Lead Generation

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Lead Builder** | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | 
| **Marketing Automation Integration** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Data Import & Export Tools** | Not enough data | Not enough data | 

### AI Sales Assistant

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | N/A | N/A |
| **Zoho CRM** | 8.5/10 | 80 |

#### Lead Facilitation

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Customer-facing Chatbot** | Not enough data | 8.4 (72 reviews) | 
| **Lead Qualification** | Not enough data | 8.8 (73 reviews) | 
| **Lead Follow-up** | Not enough data | 8.8 (73 reviews) | 
| **Meeting Scheduling ** | Not enough data | 8.8 (73 reviews) | 

#### Organization

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Opportunity and Pipeline Management ** | Not enough data | 8.6 (74 reviews) | 
| **Data Entry** | Not enough data | 8.4 (73 reviews) | 
| **Integrations / APIs** | Not enough data | 8.6 (73 reviews) | 

#### Performance Analysis

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Coaching ** | Not enough data | Feature Not Available | 
| **Peformance Tracking** | Not enough data | 8.6 (75 reviews) | 

#### Sales Analysis

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **ROI Forecasting ** | Not enough data | 8.4 (69 reviews) | 
| **Sales Forecasting ** | Not enough data | 8.4 (73 reviews) | 

#### Generative AI

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.3 (27 reviews) | 
| **AI Text Summarization** | Not enough data | 8.1 (27 reviews) | 

#### Agentic AI - AI Sales Assistant

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Sales Engagement

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | N/A | N/A |
| **Zoho CRM** | 8.2/10 | 170 |

#### Integrated Workflows

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Task Management** | Not enough data | 8.7 (160 reviews) | 
| **Email Tracking/Automation** | Not enough data | 8.8 (156 reviews) | 
| **Calls and Voice** | Not enough data | 8.3 (145 reviews) | 
| **Other Outreach Options ** | Not enough data | 8.2 (141 reviews) | 
| **CRM Integration** | Not enough data | 8.9 (154 reviews) | 
| **Calendar** | Not enough data | 8.8 (152 reviews) | 
| **Shared Records** | Not enough data | 8.5 (147 reviews) | 

#### Repeatability and Reportability

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Content Management** | Not enough data | 8.4 (144 reviews) | 
| **Workflow Management** | Not enough data | 8.6 (149 reviews) | 
| **Workflow Performance** | Not enough data | 8.6 (142 reviews) | 
| **Sales Coaching and Insights** | Not enough data | 8.2 (138 reviews) | 
| **Gamification** | Not enough data | 7.9 (120 reviews) | 

#### AI and Automation

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Lead Prioritization** | Not enough data | 8.3 (146 reviews) | 
| **Lead Scoring** | Not enough data | 8.5 (145 reviews) | 
| **Best Time of Day Scheduling** | Not enough data | 8.3 (139 reviews) | 
| **Buyer Intelligence** | Not enough data | 8.1 (133 reviews) | 
| **Machine Learning** | Not enough data | 7.8 (125 reviews) | 

#### Generative AI

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.5 (69 reviews) | 

#### Agentic AI - Sales Engagement

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.9 (28 reviews) | 
| **Multi-step Planning** | Not enough data | 7.8 (26 reviews) | 
| **Cross-system Integration** | Not enough data | 8.0 (27 reviews) | 
| **Adaptive Learning** | Not enough data | 7.9 (26 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.7 (27 reviews) | 
| **Proactive Assistance** | Not enough data | 8.0 (27 reviews) | 
| **Decision Making** | Not enough data | 8.1 (26 reviews) | 

### Quote-to-Cash

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | N/A | N/A |
| **Zoho CRM** | 8.4/10 | 56 |

#### Customer Requirements

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Quoting** | Not enough data | 8.5 (51 reviews) | 
| **Configuration** | Not enough data | 8.5 (50 reviews) | 
| **Pricing** | Not enough data | 8.5 (52 reviews) | 

#### Contracts

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Creation** | Not enough data | 8.5 (50 reviews) | 
| **Negotiation** | Not enough data | 8.2 (47 reviews) | 
| **Execution** | Not enough data | 8.4 (50 reviews) | 

#### Revenue

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Invoicing** | Not enough data | 8.5 (52 reviews) | 
| **Matching** | Not enough data | 8.5 (50 reviews) | 
| **Recognition** | Not enough data | 8.4 (47 reviews) | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | N/A | N/A |
| **Zoho CRM** | 8.4/10 | 106 |

#### Platform Basics

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Templates** | Not enough data | 8.4 (98 reviews) | 
| **Exporting** | Not enough data | 8.6 (93 reviews) | 
| **Multi-user Access and Collaboration** | Not enough data | 8.6 (97 reviews) | 
| **Multiple Personas** | Not enough data | 8.4 (89 reviews) | 
| **Data Analytics ** | Not enough data | 8.8 (57 reviews) | 

#### Agentic AI - Customer Journey Mapping

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.2 (13 reviews) | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | N/A | N/A |
| **Zoho CRM** | 8.7/10 | 89 |

#### Content

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Document Collaboration** | Not enough data | 8.9 (79 reviews) | 
| **Versioning** | Not enough data | 8.6 (76 reviews) | 
| **E-Signature** | Not enough data | 8.5 (76 reviews) | 
| **File Request** | Not enough data | 8.7 (77 reviews) | 
| **Feedback** | Not enough data | 8.6 (74 reviews) | 

#### Collaboration

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Billing and Invoicing** | Not enough data | 8.8 (76 reviews) | 
| **Instant Messaging** | Not enough data | 8.5 (78 reviews) | 
| **Project Management** | Not enough data | 9.0 (80 reviews) | 
| **Analytics** | Not enough data | 9.0 (83 reviews) | 
| **Time Tracking** | Not enough data | 8.7 (78 reviews) | 
| **Mobile Application** | Not enough data | 8.7 (75 reviews) | 

### Billing

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | 8.4/10 | 20 |
| **Zoho CRM** | N/A | N/A |

#### Bill Generation

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Templates** | 8.8 (17 reviews) | Not enough data | 
| **Digital Billing** | 8.7 (18 reviews) | Not enough data | 
| **Recurring Billing** | 8.6 (16 reviews) | Not enough data | 

#### Bill Processing

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Consolidation** | 8.6 (17 reviews) | Not enough data | 
| **Batch Invoicing** | 7.9 (15 reviews) | Not enough data | 
| **Management** | 8.3 (17 reviews) | Not enough data | 

#### Integration

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Accounting** | 8.3 (16 reviews) | Not enough data | 
| **Payments** | 8.8 (16 reviews) | Not enough data | 
| **ERP** | 7.7 (15 reviews) | Not enough data | 

#### Agentic AI - Billing

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Lead Capture

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | N/A | N/A |
| **Zoho CRM** | 8.5/10 | 44 |

#### Lead Monitoring

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Features** | Not enough data | 9.0 (42 reviews) | 
| **Performance** | Not enough data | 8.9 (42 reviews) | 
| **Identification** | Not enough data | 8.7 (42 reviews) | 

#### Agentic AI - Lead Capture

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Cross-system Integration** | Not enough data | 7.2 (27 reviews) | 
| **Proactive Assistance** | Not enough data | 7.2 (27 reviews) | 

#### Data Capture

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Mobile** | Not enough data | 8.3 (42 reviews) | 
| **Websites** | Not enough data | 8.5 (42 reviews) | 
| **Social Media** | Not enough data | 8.1 (42 reviews) | 
| **Data** | Not enough data | 8.3 (42 reviews) | 

#### Analytics

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Export/Import** | Not enough data | 9.1 (42 reviews) | 
| **Reporting** | Not enough data | 8.8 (42 reviews) | 

#### Customization

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Forms** | Not enough data | 8.7 (41 reviews) | 
| **Personalization** | Not enough data | 8.6 (41 reviews) | 
| **Templates** | Not enough data | 8.7 (42 reviews) | 
| **Integration** | Not enough data | 8.7 (42 reviews) | 

### Field Service Management

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | 7.9/10 | 26 |
| **Zoho CRM** | N/A | N/A |

#### Generative AI

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **AI Text Summarization** | 6.9 (6 reviews) | Not enough data | 
| **AI Image-to-Text** | 6.9 (6 reviews) | Not enough data | 

#### Before the Job

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Calendar** | 9.0 (23 reviews) | Not enough data | 
| **Dispatch** | 7.8 (20 reviews) | Not enough data | 
| **Roles** | 8.1 (24 reviews) | Not enough data | 
| **Booking** | 8.2 (20 reviews) | Not enough data | 

#### On the Job

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Location** | 7.8 (20 reviews) | Not enough data | 
| **Employee Communication** | 7.9 (21 reviews) | Not enough data | 
| **Behavior Monitoring** | 8.0 (19 reviews) | Not enough data | 
| **Client Notifications** | 7.9 (21 reviews) | Not enough data | 
| **Field Sales** | 8.3 (18 reviews) | Not enough data | 

#### After the Job

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Reports** | 7.9 (22 reviews) | Not enough data | 
| **Analytics** | 7.0 (20 reviews) | Not enough data | 
| **Invoicing** | 8.3 (20 reviews) | Not enough data | 
| **CRM Integrations** | 8.5 (21 reviews) | Not enough data | 

#### Agentic AI - Field Service Management

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Lead Scoring

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | N/A | N/A |
| **Zoho CRM** | 7.9/10 | 23 |

#### Agentic AI - Lead Scoring

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.4 (12 reviews) | 
| **Cross-system Integration** | Not enough data | 6.7 (13 reviews) | 
| **Adaptive Learning** | Not enough data | 6.7 (12 reviews) | 
| **Decision Making** | Not enough data | 6.8 (12 reviews) | 

#### Attribution

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Lead Opportunity** | Not enough data | 8.5 (21 reviews) | 
| **Lead Assignment** | Not enough data | 8.6 (22 reviews) | 
| **Pipeline Acceleration** | Not enough data | 8.0 (21 reviews) | 

#### Discovery

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Lead Management** | Not enough data | 8.6 (22 reviews) | 
| **Scoring/Ranking** | Not enough data | 8.3 (21 reviews) | 
| **Lead Context** | Not enough data | 8.3 (22 reviews) | 

#### Management

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Conversion Viability** | Not enough data | 8.4 (22 reviews) | 
| **Workflow** | Not enough data | 8.4 (22 reviews) | 

#### Platform

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Data Synchronization** | Not enough data | 8.4 (22 reviews) | 
| **Analysis** | Not enough data | 8.3 (21 reviews) | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | N/A | N/A |
| **Zoho CRM** | 8.3/10 | 198 |

#### Agentic AI - Sales Performance Management

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.9 (21 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.1 (20 reviews) | 
| **Proactive Assistance** | Not enough data | 7.9 (21 reviews) | 

#### Incentives

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Badges** | Not enough data | 8.2 (153 reviews) ✓ Verified | 
| **Triggers** | Not enough data | 8.4 (160 reviews) ✓ Verified | 
| **Commission Calculator** | Not enough data | 8.0 (152 reviews) ✓ Verified | 
| **Leaderboards** | Not enough data | 8.4 (161 reviews) ✓ Verified | 

#### Personalization

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Profiles** | Not enough data | 8.5 (177 reviews) ✓ Verified | 
| **Custom Reports** | Not enough data | 8.6 (178 reviews) ✓ Verified | 
| **Dashboards** | Not enough data | 8.6 (184 reviews) ✓ Verified | 
| **Goal Setting** | Not enough data | 8.4 (171 reviews) ✓ Verified | 

#### Administrative

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Integration** | Not enough data | 8.5 (169 reviews) ✓ Verified | 
| **Employee Structure** | Not enough data | 8.5 (173 reviews) ✓ Verified | 
| **Behavior Monitoring** | Not enough data | 8.4 (161 reviews) | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | N/A | N/A |
| **Zoho CRM** | 8.0/10 | 161 |

#### Agentic AI - Email Tracking

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.7 (30 reviews) | 
| **Multi-step Planning** | Not enough data | 7.5 (29 reviews) | 
| **Cross-system Integration** | Not enough data | 7.6 (30 reviews) | 
| **Adaptive Learning** | Not enough data | 7.0 (29 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.0 (30 reviews) | 
| **Proactive Assistance** | Not enough data | 7.4 (30 reviews) | 
| **Decision Making** | Not enough data | 7.6 (29 reviews) | 

#### Analytics

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Open Rates** | Not enough data | 8.3 (138 reviews) | 
| **Link Activity** | Not enough data | 8.3 (143 reviews) | 
| **Attachment Activity** | Not enough data | 8.4 (144 reviews) | 

#### Customizations

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Email Platform Integration** | Not enough data | 8.7 (148 reviews) | 
| **Email Scheduling** | Not enough data | 8.8 (145 reviews) | 
| **Notifications** | Not enough data | 8.7 (146 reviews) | 
| **Email Categorization** | Not enough data | 8.7 (142 reviews) | 
| **Templates** | Not enough data | 8.6 (147 reviews) | 

#### Generative AI

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.6 (59 reviews) | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | N/A | N/A |
| **Zoho CRM** | 8.1/10 | 173 |

#### Agentic AI - Sales Analytics

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.5 (31 reviews) | 
| **Cross-system Integration** | Not enough data | 7.5 (31 reviews) | 
| **Adaptive Learning** | Not enough data | 7.2 (30 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.3 (30 reviews) | 
| **Proactive Assistance** | Not enough data | 7.4 (31 reviews) | 

#### Data Sourcing

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Data Sourcing** | Not enough data | 8.3 (145 reviews) | 
| **Exporting & Sharing Data** | Not enough data | 8.4 (149 reviews) | 
| **Multi-Device Data Visualization** | Not enough data | 8.3 (142 reviews) | 
| **Interactive Dashboards** | Not enough data | 8.6 (156 reviews) | 
| **Data Segmentation** | Not enough data | 8.5 (147 reviews) | 

#### Predictive Analytics

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Lead Scoring** | Not enough data | 8.5 (147 reviews) | 
| **Opportunity Scoring** | Not enough data | 8.3 (139 reviews) | 
| **Risk Analysis** | Not enough data | 8.1 (124 reviews) | 
| **Live Forecasting** | Not enough data | 8.2 (130 reviews) | 

#### Sales Management

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Live Pipeline Management** | Not enough data | 8.5 (154 reviews) | 
| **Sales Gamification** | Not enough data | 8.3 (131 reviews) | 
| **Account-Based Analytics** | Not enough data | 8.5 (145 reviews) | 
| **Activity Tracking** | Not enough data | 8.8 (152 reviews) | 

### Sales Enablement

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | N/A | N/A |
| **Zoho CRM** | 7.8/10 | 12 |

#### Agentic AI - Sales Enablement

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.1 (6 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.1 (6 reviews) | 
| **Proactive Assistance** | Not enough data | 6.1 (6 reviews) | 

#### Content Management

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Content Import** | Not enough data | 8.2 (10 reviews) | 
| **Content Creation** | Not enough data | 8.0 (10 reviews) | 
| **Templates** | Not enough data | 8.0 (10 reviews) | 
| **Advanced Search** | Not enough data | 8.8 (10 reviews) | 
| **Content Storage** | Not enough data | 8.2 (10 reviews) | 

#### Analytics

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Reporting** | Not enough data | 9.0 (10 reviews) | 
| **Alerts** | Not enough data | 8.3 (10 reviews) | 
| **Account-Based Engagement** | Not enough data | 8.3 (10 reviews) | 
| **Content Utilization** | Not enough data | 8.3 (10 reviews) | 

#### Learning Management - Sales Enablement

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Sales Training ** | Not enough data | Not enough data | 
| **Sales Coaching** | Not enough data | Not enough data | 
| **Sales Onboarding** | Not enough data | Not enough data | 

#### Revenue Enablement - Sales Enablement

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Cross-Functional Alignment** | Not enough data | Not enough data | 
| **AI and Automation** | Not enough data | Not enough data | 
| **End-to-End Customer Journey Insights** | Not enough data | Not enough data | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | N/A | N/A |
| **Zoho CRM** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Insurance CRM

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | N/A | N/A |
| **Zoho CRM** | N/A | N/A |

#### Relationship Management - Insurance CRM

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Renewal Management** | Not enough data | Not enough data | 
| **Client Communication Tools** | Not enough data | Not enough data | 
| **Lead Tracking** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Winbacks** | Not enough data | Not enough data | 
| **Communication History** | Not enough data | Not enough data | 
| **Activity Management** | Not enough data | Not enough data | 
| **Reputation Management** | Not enough data | Not enough data | 

#### Follow up Automation - Insurance CRM

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Automated Follow-Ups** | Not enough data | Not enough data | 
| **Marketing Campaigns** | Not enough data | Not enough data | 

#### Document Management - Insurance CRM

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Documentation handling** | Not enough data | Not enough data | 

#### Integrations & Reports - Insurance CRM

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Integrations** | Not enough data | Not enough data | 
| **Reporting & Analytics** | Not enough data | Not enough data | 

### Time Tracking

| Product | Score | Reviews |
|---|---|---|
| **Apptivo** | 8.6/10 | 27 |
| **Zoho CRM** | N/A | N/A |

#### Time Tracking

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Ease of Completing Timesheets** | 7.5 (19 reviews) | Not enough data | 
| **Tracking Time to Project/Task** | 8.2 (21 reviews) | Not enough data | 
| **Billable Time Rate Management** | 7.9 (19 reviews) | Not enough data | 

#### Client Invoicing

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Invoice Creation and Delivery** | 9.2 (15 reviews) | Not enough data | 
| **Electronic Payments** | 9.2 (14 reviews) | Not enough data | 
| **Project Accounting / Revenue Recognition** | Feature Not Available | Not enough data | 

#### Mobile Time Tracking

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Time Tracking** | 8.0 (16 reviews) | Not enough data | 

#### Administration

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Business Tool Integration** | 8.3 (16 reviews) | Not enough data | 
| **Workflow** | 8.2 (17 reviews) | Not enough data | 
| **Automated Reminders** | 8.6 (17 reviews) | Not enough data | 
| **Policy Compliance Management** | 8.6 (14 reviews) | Not enough data | 
| **User, Role, and Access Management** | 8.8 (17 reviews) | Not enough data | 

#### Platform

| Feature | Apptivo | Zoho CRM | 
|---|---|---|
| **Reporting** | 8.5 (17 reviews) | Not enough data | 
| **APIs / Integration** | 9.4 (14 reviews) | Not enough data | 
| **Internationalization** | 9.0 (13 reviews) | Not enough data | 
| **Performance and Reliability** | 9.0 (17 reviews) | Not enough data | 
| **Mobile User Support** | 8.4 (15 reviews) | Not enough data | 
| **Offline** | Feature Not Available | Not enough data | 

---
## Categories
**Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm)

**Unique to Apptivo (5):** [Time Tracking Software](https://www.g2.com/categories/time-tracking-software), [Billing Software](https://www.g2.com/categories/billing), [Help Desk Software](https://www.g2.com/categories/help-desk), [Field Service Management Software](https://www.g2.com/categories/field-service-management), [Project Management Software](https://www.g2.com/categories/project-management)

**Unique to Zoho CRM (14):** [Client Portal Software](https://www.g2.com/categories/client-portal), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Quote-to-Cash Software](https://www.g2.com/categories/quote-to-cash), [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Sales Gamification Software](https://www.g2.com/categories/sales-gamification), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [CPQ Software](https://www.g2.com/categories/cpq), [Lead Capture Software](https://www.g2.com/categories/lead-capture), [Lead Scoring Software](https://www.g2.com/categories/lead-scoring), [Sales Enablement Software](https://www.g2.com/categories/sales-enablement), [Insurance CRM Software](https://www.g2.com/categories/insurance-crm)


---
## Reviewer Demographics

### By Company Size

| Segment | Apptivo | Zoho CRM | 
|---|---|---|
| **Small-Business** | 81.9% | 61.6% | 
| **Mid-Market** | 14.0% | 32.4% | 
| **Enterprise** | 4.2% | 6.0% | 

### By Industry

#### Apptivo

- **Information Technology and Services:** 6.5%
- **Construction:** 6.5%
- **Marketing and Advertising:** 6.1%
- **Financial Services:** 3.7%
- **Telecommunications:** 3.7%
- **Computer Software:** 3.7%
- **Real Estate:** 3.7%
- **Consulting:** 2.8%
- **Professional Training & Coaching:** 2.8%
- **Education Management:** 2.3%
- **Other:** 57.9%

#### Zoho CRM

- **Information Technology and Services:** 16.1%
- **Computer Software:** 10.0%
- **Marketing and Advertising:** 8.9%
- **Financial Services:** 3.5%
- **Real Estate:** 3.5%
- **Education Management:** 3.0%
- **Retail:** 2.1%
- **Internet:** 2.1%
- **Accounting:** 2.0%
- **Management Consulting:** 1.9%
- **Other:** 46.9%

---
## Alternatives

### Alternatives to Apptivo

- [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) — 4.3/5 stars (415 reviews)
- [Bitrix24](https://www.g2.com/products/bitrix24/reviews) — 4.1/5 stars (608 reviews)
- [Creatio](https://www.g2.com/products/creatio/reviews) — 4.6/5 stars (359 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25864 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13890 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3103 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1443 reviews)
- [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1114 reviews)
- [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) — 4.2/5 stars (945 reviews)
- [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews)

### Alternatives to Zoho CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25864 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13890 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1235 reviews)
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews) — 4.7/5 stars (9697 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1443 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (480 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14762 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3103 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2058 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)

---
## Top Discussions

### Apptivo

- Title: [Is Apptivo compatible with all Browsers?](https://www.g2.com/discussions/6042-6) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Apptivo works with FireFox, Chrome, Safari and Internet Explorer. We strive hard to keep up with browser releases, but there is generally a lag between a new..."
- Title: [How do I restrict the Apps that each employee can access?](https://www.g2.com/discussions/6041-5) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "There is a ‘Roles’ section in the employee definition/maintenance page. You can assign the appropriate roles for each employee, which will ensure they have..."
- Title: [How secure is my data?](https://www.g2.com/discussions/6040-4) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "We are an SSAE16 certified organization which employs several levels of security to ensure that your data is safe and secure:

Communication Layer
All the..."
- Title: [Do I need an experienced IT consultant to setup/manage my account?](https://www.g2.com/discussions/6039-3) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "No that’s not needed. If you are just getting started, you should be able to navigate around the various Apps and get started with the ones that are most..."
- Title: [Can I access Apptivo Apps using my Mobile phone?](https://www.g2.com/discussions/2-2134f482-97c6-409e-93a3-a96d1361af50) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Apptivo is accessible through all mobile phones using our Android, iOS, or Windows apps.  You can also use your mobile web browser to access Apptivo as well."

### Zoho CRM

- Title: [What have you found better than ZOHO](https://www.g2.com/discussions/what-have-you-found-better-than-zoho) — 5 comments, 1 upvote
  > **Top comment:** "Zoho One, with over 45 business applications,  all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus..."
- Title: [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) — 4 comments, 5 upvotes
  > **Top comment:** "It free in trail after that you have to pay "
- Title: [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) — 3 comments, 1 upvote
  > **Top comment:** "Zoho CRM has some great strengths when it comes to managing customer relationships. First, it's highly customizable, so you can easily tweak the platform to..."
- Title: [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) — 3 comments
  > **Top comment:** "1. Affordable 
2. Flexible and great customisation 
3. Good user friendly interface "
- Title: [can we create segmentation in this](https://www.g2.com/discussions/can-we-create-segmentation-in-this) — 3 comments, 1 upvote *(includes official response)*
  > **Top comment:** "Yes Lavanya,

Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/apptivo-vs-zoho-crm)