Apptivo Reviews & Product Details

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Sometimes, there you I can feel a bit outdated when compared with other newer SAS platforms out there, specifically when navigating between multiple modules and their advanced customisation and integrations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.

It's quite user-friendly and easy to use on a daily basis. Review collected by and hosted on G2.com.

The mobile app offers fewer features compared to the desktop version, so its functionality often falls short. Additionally, I have noticed that performance can be slow at times, particularly when working with large data sets. Review collected by and hosted on G2.com.

It is easy to familiarise yourself with the system, and intuitive navigation. Highly customizable.

Implementation was fast.

Whenever we need to amend records, it's easy and quick.

Backing up our data is a breeze.

Support is always available. Review collected by and hosted on G2.com.

There is a lot of documentation available, but still not enough to support development.

The separate modules (Apps) are not mirroring each other's functionality, which means one function works really well in one App, but does not work or is completely missing in another App. Review collected by and hosted on G2.com.

Apptivo is an incredibly powerful and versatile software, but with so many options and opportunities, it can be challenging to learn. Fortunately, Apptivo’s customer support has never let me down! While every agent I've interacted with has been helpful, one stands out above the rest—Kal. Their level of customer service is outstanding, and their product knowledge is truly exceptional.

Unlike most agents who can simply direct me to the right page or resource, Kal can practically navigate the system for me. Their expertise goes far beyond basic website navigation—they have an in-depth understanding of workflows and best practices for my business, making every interaction seamless and efficient. When I chat with Kal, it genuinely feels like I’m speaking to the person who designed Apptivo themselves. Their knowledge is that impressive! If anyone deserves a promotion, it's Kal. Review collected by and hosted on G2.com.

I don't really dislike anything about it, it is just a lot to learn to fully understand it. My only complaint might be because it is so in depth, that the more i learn, the more value i feel like Im gaining, but it doesnt have the same training certificates as salesforce. So i get less credit on my resume for learning apptivo compared to salesforce. But the product and customer service is awesome! Review collected by and hosted on G2.com.