Apptivo Reviews & Product Details

The all-in-one approach. Instead of juggling 5 different tools for CRM, projects, invoices, and support, Apptivo bundles it all into one platform. That means less switching between apps, data stays connected across sales and service, and it’s way easier to get the whole team on the same page.

I also really like how customizable it is. You can turn on just the apps you need, so it doesn’t feel bloated, and you can tweak fields, workflows, and reports to match how your business actually runs. Review collected by and hosted on G2.com.

What I dislike about Apptivo is that the interface feels dated and cluttered, which makes navigation slower. The mobile app is also limited for complex tasks. With so many modules, initial setup and customization can be overwhelming, and advanced reporting often requires extra work or exporting data. Review collected by and hosted on G2.com.

As a Procurement & Sales Operation Coordinator for a regional dairy brand based out of Boston, my favorite part about Apptivo is how fully customizable and all-around flexible it is for our unique dairy supply and wholesale sales workflows. Most generic CRMs are built for standard retail sales, but our day-to-day involves farm supplier coordination, raw milk procurement, tiered wholesale pricing, batch product specs, and strict delivery window rules. Apptivo lets me build our entire operational setup from scratch to match our actual dairy business, no compromises required.

I handle all our vendor and partner data, and the bulk CSV import tool paired with fully custom fields has been a total game changer for our small team. We work with dozens of local Massachusetts dairy farms and retail wholesale partners across the Northeast. A few months ago, we onboarded eight new local farm suppliers for our seasonal raw material sourcing cycle. Instead of manually typing in every vendor’s contract terms, delivery schedules, and pricing agreements one by one, I bulk imported all their contact and contract data via CSV in Apptivo. I created custom fields specifically for our dairy operations — things like milk grade specifications, weekly delivery windows, bulk supply minimums, and seasonal price tiers.

Before Apptivo, all this critical supplier data was split between messy spreadsheets, email threads, and physical contract files. It was impossible for our sales and logistics team to quickly check a supplier’s terms or a wholesale client’s custom pricing. Now every farm vendor and retail partner profile is centralized in Apptivo. Our team can instantly verify delivery rules, batch product requirements, and negotiated pricing without tracking me down for updates.

I also love how I can build simple operational workflows and internal task tracking right inside the platform. I set up dedicated pipelines for raw material procurement, wholesale order fulfillment, and quarterly supplier contract reviews. Whenever a delivery window adjustment is needed or a wholesale price tier updates, I log it directly in the relevant record and assign follow-up tasks to our logistics team. This keeps our procurement and sales operations aligned at all times.

On top of that, Apptivo’s basic reporting features let me pull clean monthly operational cost and vendor spend reports effortlessly. It cuts down hours of manual spreadsheet work each month. For our small dairy team, Apptivo’s customizable structure eliminates workflow chaos, centralizes all our supplier and client data, and makes coordinating farm procurement and wholesale sales far more efficient. Review collected by and hosted on G2.com.

Apptivo is super flexible for custom record keeping, but its overall workflow stability and user experience create consistent friction for our dairy procurement and wholesale sales operations. As someone who manages farm supplier coordination, tiered wholesale pricing, and delivery scheduling for our regional dairy brand, I’ve run into multiple small but disruptive issues that slow our whole team down day-to-day.

My biggest frustration is inconsistent system lag and slow record loading. We store hundreds of active farm vendor profiles and wholesale partner accounts with custom contract fields, delivery rules, and batch product specs. Every time our team opens a supplier record to verify delivery windows or updated pricing terms, the page loads extremely slow. During our busy weekday order windows, this creates real downtime. Last week, our logistics team needed to confirm early-morning raw milk delivery limits for five local farms, and Apptivo’s delayed page loading held up our dispatch planning for nearly 20 minutes.

Another major downside is its confusing permission setup. We have a small team with distinct roles: sales, logistics, and operations. I’ve tried locking sensitive fields like farm negotiated pricing, seasonal contract terms, and exclusive wholesale discount tiers so only admin can edit them. But Apptivo’s role permissions overlap weirdly. Multiple times, regular team members were still able to view and edit restricted vendor pricing fields, even after I updated the access settings. This creates compliance risk for our vendor contracts and internal pricing confidentiality, which is a huge concern for our dairy supply partnerships.

On top of that, the auto-save function is unreliable. When I’m updating batch specifications, minimum order quantities, or seasonal supply terms for our farm partners, it frequently fails to save changes. I’ve had situations where I updated an entire set of supplier delivery rules, logged out, and returned the next day to find all edits reverted. That forces me to double-check every single vendor record manually, which adds tons of repetitive admin work. Review collected by and hosted on G2.com.

Apptivo brings different work activities into one place. I work as a Dietician and Nutritionist, manage a homeopathy clinic, and also create health education content, so keeping tasks, schedules, contacts, and work records organized is important for my daily work. The ease of use was good for me because I could start working with tasks and records without much difficulty. The ease of implementation was also smooth, and I was able to organize my work activities quickly. I like that task management, contact management, calendar scheduling, project tracking, and workflow-related features are available in the same platform. These features help me keep track of content planning, ongoing activities, schedules, and important information without switching between multiple tools. I also like that it helps me keep track of task timings and planned activities. This makes it easier to organize daily work and manage schedules more efficiently.

I also find it useful for organizing work records and monitoring progress on different activities. Having tasks, schedules, contacts, and related information connected in one place makes daily work easier to manage. The number of features is one of the strongest parts of Apptivo, but it still feels practical for regular use rather than overwhelming. Performance has been reliable for my regular work, and tasks, records, and schedules are usually easy to access and update. The ease of integration is also helpful because information stays connected across different areas of work. I have not needed customer support very often, but my overall experience has been positive. Overall, Apptivo helps me stay organized, manage work more efficiently, and keep different activities structured in one system. Review collected by and hosted on G2.com.

One thing I noticed is that because the platform includes many different apps and modules, some sections can feel more detailed than what I need on a daily basis. After regular use it becomes easier, but finding a specific option can occasionally take a little extra time. Review collected by and hosted on G2.com.

The best thing about this app vivo platform is how it combines CRM project management invoicing helpdesk and the entire sales pipeline automation world everything in a single plant their modular app-based structure Makes the overall customization easier aspire our business needs without having much complications or any technical expertise it also works especially for high cross functional teams who wants flexibility, rather than using multiple tools workspace your interface is very clean and automation setup is very straightforward and also they reporting features provide very good operational visibility across or sales and customer management. Review collected by and hosted on G2.com.

Sometimes, there you I can feel a bit outdated when compared with other newer SAS platforms out there, specifically when navigating between multiple modules and their advanced customisation and integrations have some complex learning curve for first-time users. Their mobile app responsiveness should be improved in certain workflows, specifically when managing large data sets or even reports. Review collected by and hosted on G2.com.

Apptivo is like an all-in-one platform, which streamlines our entire customer onboarding, management, and work orders, as well as our field service workflows. It gives us a holistic 360-degree view of customers in a single platform. Another great thing is that it offers a lot of features in a very cost-effective manner compared to other competitors. Review collected by and hosted on G2.com.

One is a steep learning curve. First setting up Apptivo, required a great technical background, skill resources. The second thing is it has a steep learning curve. So we spent significant effort to train our user base for Apptivo. Initial setup was a bit time consuming. due to a couple of reasons. We have to have custom workflows configured. It requires some technical skill set. I believe it took a moderate amount of time to set up. Review collected by and hosted on G2.com.

I like Apptivo's powerful functionality, offering over 65 business applications that cover various needs such as sales, marketing, customer service, and more, all contributing to improved work efficiency. The high flexibility is great, as it's highly customizable, letting administrators create custom objects and fields tailored to business processes. It's user-friendly, easy to use, and particularly suitable for small and medium-sized enterprises. The cost-effectiveness is impressive, with a free starter plan and a premium plan at only $10 per user per month, offering high value for small businesses. The support is excellent, with users appreciating its timeliness and detailed documentation. I also appreciate Apptivo's built-in features like workflow automation and real-time reporting, which enhance sales efficiency and decision-making. Its integration capabilities with tools like G Suite, Office 365, and Slack facilitate seamless data syncing and real-time communication. Lastly, the related business apps like the Items app integrated with inventory management and other apps make managing business processes easier. Review collected by and hosted on G2.com.

I find the lack of depth in customer management frustrating. There's no automatic customer segmentation; you have to do it manually, and there's no dynamic adjustment. Apptivo only offers basic statistics on customer behavior and lacks in-depth analysis, making it hard to really understand customer needs and behaviors. Review collected by and hosted on G2.com.

I like that Apptivo is easy to use and I really appreciate the great and immediate help from their IT support. The setup was very easy, which is another plus. I am often connected with Kal, who has always fixed any issues I have had. Review collected by and hosted on G2.com.

There are custom function boxes, and it would be helpful if Apptivo allowed referencing other apps' function boxes. Review collected by and hosted on G2.com.

Support is usually available when requested an it is a real person, not AI. Kal was a good support. Review collected by and hosted on G2.com.

Needs better pricing based on number of users. Review collected by and hosted on G2.com.

I find Apptivo to be cheap and effective, which I appreciate. Review collected by and hosted on G2.com.

It's not seamless. It doesn't move smoothly from opportunity to task to estimate to taking notes. It's clunky. The initial setup is difficult and not intuitive. I need help from the help desk, and you kind of need to have an IT background, which I don't. Review collected by and hosted on G2.com.

I appreciate how flexible and customizable Apptivo is for managing different business needs. The platform brings together CRM, project management, invoicing, and other essential tools in one place, which saves a lot of time and effort. The interface is straightforward, and it’s easy to adapt workflows to fit our team. Having so many features under one roof lets us keep things organized and collaborate more efficiently. Review collected by and hosted on G2.com.

Sometimes the learning curve can be a bit steep, especially when exploring advanced features or setting up integrations. The mobile app could also be smoother and more reliable for on-the-go access. Occasional minor bugs pop up, but overall they don’t impact our daily usage too much. Improvements in these areas would make it even better. Review collected by and hosted on G2.com.