# Apptivo Reviews **Vendor:** Apptivo **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.4/5.0 **Total Reviews:** 222 ## About Apptivo Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between. With Apptivo there is no per-app pricing, get access to the entire platform starting at just $10 monthly per user. Whether you use Apptivo for a single app, or to manage your entire business, it will deliver incredible value to the entire organization. Our apps cover the complete customer life cycle: **Marketing** - Create targeted lists of contacts, build & deliver email campaigns, and track analytics. **Sales** - Complete CRM capability with robust contact management, sales pipeline, automation, and reporting. **Help Desk** - A powerful ticketing system with email integration, web portal, and time tracking. **Project Management** - Manage project schedules via gantt charts, track time & milestones, and invoice for effort spent. **Field Service** - Work order assignment & dispatching, mobile photo, time, and materials capture, and billing. **Quoting & Billing** - Build professional quotes & email them to your customer with integrated billing & recurring invoice capabilities. **Order Management** - Turn quotes into orders, track inventory & shipments, and bill the customer for your product. **Procurement & Supply Chain** - Manage your vendors, track purchase orders & invoicing, and manage inventory. Apptivo is used by hundreds of thousands of businesses from 193 countries around the world, and can accommodate independent consultants up to billion-dollar enterprises. The flexibility of Apptivo is one of our 3 primary differentiators: **Affordability** , **Flexibility** , and **Capability**. With our entire suite of business apps available for a single price, we offer rich & powerful features across a wide set of apps that offer unparalleled capability for their value, with best-in-class configuration capabilities that make the system flexible for any type of business. ## Apptivo Pros & Cons **What users like:** - Users appreciate Apptivo's **excellent customer support** , noting its responsiveness and detailed documentation throughout the implementation process. (33 reviews) - Users value Apptivo's **powerful functionality** , offering diverse applications that significantly boost work efficiency and customization options. (20 reviews) - Users find **Apptivo easy to use** with intuitive navigation and quick data amendment, enhancing overall efficiency. (18 reviews) - Users value the **high customizability** of Apptivo, allowing tailored solutions that fit unique business processes effectively. (14 reviews) - Users value the **high customizability** of Apptivo, allowing tailored configurations to meet unique business needs efficiently. (12 reviews) - Customization Options (11 reviews) - Easy Customization (11 reviews) - User-Friendly (10 reviews) - Intuitive (9 reviews) - Features (8 reviews) **What users dislike:** - Users find the **learning curve steep** with Apptivo, particularly regarding campaign templates and contact differentiation. (11 reviews) - Users face **missing features** across apps, inconsistent functionality, and limitations in mobile and integrations. (11 reviews) - Users report **limited features** in Apptivo, including inadequate support and inconsistencies across apps and functionalities. (10 reviews) - Users face **integration issues** with Apptivo, leading to workflow inefficiencies and compatibility challenges with other platforms. (8 reviews) - Users notice a lack of **integration resources and documentation** , making it harder to utilize Apptivo effectively. (7 reviews) - Contact Management (6 reviews) - Not Intuitive (6 reviews) - Limited Customization (5 reviews) - Customization Difficulties (4 reviews) - Difficult Customization (4 reviews) ## Apptivo Reviews ### 1. All-in-One CRM Platform with Clean UI, Easy Automation, and Strong Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2026 **What do you like best about Apptivo?** 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. **What do you dislike about Apptivo?** 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. **What problems is Apptivo solving and how is that benefiting you?** This platform helps us by centralising our customer management, sales tracking, task management, invoicing and internal collaboration all in a single ecosystem. Overall, this reduces the tool fragmentation and improves visibility across our cross-functional department and teams. It also improves consistency by organising our sales pipelines and reducing manual administrative work with its automation and workflow management. ### 2. Comprehensive CRM Tool with a Steep Learning Curve **Rating:** 4.5/5.0 stars **Reviewed by:** Mallik c. | Sr. Enterprise Cloud Architect, Enterprise (> 1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Apptivo?** 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. **What do you dislike about Apptivo?** 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. **What problems is Apptivo solving and how is that benefiting you?** We use Apptivo to streamline our entire customer management, including service and work orders, acting as a backbone for managing our customer base. It bridges the gap between dispatchers, technicians, and customers, offering a 360-degree view on a cost-effective platform. ### 3. Highly Functional and Cost-Effective CRM Solution **Rating:** 4.0/5.0 stars **Reviewed by:** Samuel H. **Reviewed Date:** January 31, 2026 **What do you like best about Apptivo?** 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. **What do you dislike about Apptivo?** 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. **What problems is Apptivo solving and how is that benefiting you?** Apptivo streamlines project management and simplifies CRM by tracking interactions and storing customer data. It manages invoices and financial reports, reducing errors and aiding decisions. Apptivo also enhances marketing by assisting in campaign management, improving ROI by targeting the right audience. ### 4. Easy, Powerful CRM with Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew L. | Business Development Manager - Fire Training Solutions, Education Management, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Apptivo?** 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. **What do you dislike about Apptivo?** There are custom function boxes, and it would be helpful if Apptivo allowed referencing other apps' function boxes. **What problems is Apptivo solving and how is that benefiting you?** Apptivo manages everything: customer data, invoices, leads, quotes, and shipping. It's easy to use with great IT support. ### 5. Responsive, Human Support When You Need It **Rating:** 4.0/5.0 stars **Reviewed by:** Brian S. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Apptivo?** Support is usually available when requested an it is a real person, not AI. Kal was a good support. **What do you dislike about Apptivo?** Needs better pricing based on number of users. **What problems is Apptivo solving and how is that benefiting you?** The product helps me track time for invoicing and monitor the progress of my projects. When I need help, I usually get the same support person, which makes the experience more consistent. Kal has been especially reliable, providing steady assistance to troubleshoot issues and help me find solutions. ### 6. Affordable and Effective, But Needs Seamless Integration **Rating:** 2.5/5.0 stars **Reviewed by:** Gerard W. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2026 **What do you like best about Apptivo?** I find Apptivo to be cheap and effective, which I appreciate. **What do you dislike about Apptivo?** 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. **What problems is Apptivo solving and how is that benefiting you?** Apptivo is affordable and effective for my CRM needs. ### 7. 2months experiance **Rating:** 4.5/5.0 stars **Reviewed by:** Suvendu S. | Digital Marketing Executive, Retail, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2025 **What do you like best about Apptivo?** 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. **What do you dislike about Apptivo?** 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. **What problems is Apptivo solving and how is that benefiting you?** The biggest benefit for me is how much time and hassle it saves. With everything centralized, it’s easier to track leads, manage projects, invoice clients, and collaborate with the team. This organization leads to fewer mistakes, better visibility of what’s happening across the business, and helps our team work more efficiently and stay on top of important tasks. ### 8. User-Friendly and Simple to Use **Rating:** 3.5/5.0 stars **Reviewed by:** Cristopher F. | Intake support, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Apptivo?** It's quite user-friendly and easy to use on a daily basis. **What do you dislike about Apptivo?** 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. **What problems is Apptivo solving and how is that benefiting you?** Apptivo has made it much easier to centralize and organize all of my customer information, projects, and sales activities within a single platform. By providing an all-in-one CRM solution, it eliminates the hassle of juggling multiple tools. This has led to greater efficiency for me, helped keep my communications well-organized, and made tracking leads and following up with clients in a timely manner much simpler. ### 9. Great system **Rating:** 4.0/5.0 stars **Reviewed by:** Zita K. | Business Systems Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Apptivo?** 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. **What do you dislike about Apptivo?** 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. **What problems is Apptivo solving and how is that benefiting you?** Apptivo support our Sales team to keep record of contact with new leads, to bring in new business and progressing the actual projects. We found the follow-up scheduling function really useful. ### 10. The Chat support is extremely effective! Kal inparticular! **Rating:** 5.0/5.0 stars **Reviewed by:** Nick O. | Boss' Son, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Apptivo?** 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. **What do you dislike about Apptivo?** 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! **What problems is Apptivo solving and how is that benefiting you?** I work at a family business, and apptivo was the chosen CRM system a few years ago, but we have not been using it to its full potential. I'm excited to bring more functionality from apptivo to other parts of our business. It has a solution for everything! ### 11. Pinssar's workflow with Apptivo **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2025 **What do you like best about Apptivo?** Apptivo's support team are very responsive implementation, and integration went smoothly as I've reviewed the recordings. **What do you dislike about Apptivo?** Implementation and integration occured late 2019-2020, and as our company develops some features that we need on our workflow can be provided by Apptivo causing as process double ups. **What problems is Apptivo solving and how is that benefiting you?** We use Apptivo mainly for business' supply chain, "Product Management, asset tracking, Inventory Management, Work Order, Quotations, Opportunities, leads, invoicing and supplier and customer management" with the use of these apps, we were able to easily navigate and browse through out our business operations and these apps also communicates with each other so we don't have to go back and forth when inputting and processing data to Apptivo. ### 12. Awesome CRM with Amazing support **Rating:** 5.0/5.0 stars **Reviewed by:** beatty c. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2025 **What do you like best about Apptivo?** two things - it's simple and fully abled ability to customize it to meet my exact needs, and the amazing support that is better than any other service I have used. They are always available, Live (not AI), knowledgeable, prompt, and very very helpful. Kal has been especially great **What do you dislike about Apptivo?** I don't really have any dislikes about it. Been using it for years **What problems is Apptivo solving and how is that benefiting you?** same problem as all CRMs - tokeep up with clients and prospects, manage communications, etc ### 13. Apptivo customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2025 **What do you like best about Apptivo?** The customer service team are very friendly and helpful. I had a great experience working with Kal while navigating the Ultimate plan on Apptivo. He was incredibly helpful, responsive and friendly throughout the process. His support made a real difference and I appreciate the time and effort he took to ensure everything was clear and my system was running smoothly. Excellent service, Thank you Kal! **What do you dislike about Apptivo?** The case management seems very complex to navigate. But people like Kal make it very easy to navigate. **What problems is Apptivo solving and how is that benefiting you?** We use Apptivo as a case management system ### 14. Quick and helpful support **Rating:** 5.0/5.0 stars **Reviewed by:** Dorcas R. | Vice President Of Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2020 **What do you like best about Apptivo?** We have had them do several custom projects for us over the years. They are quick and very thorough. Ease of use overall and quick responses when assistance is needed. Karthick has assisted us in many projects and is fantastic to work with including intergration. Their Customer Support team is quick to respond through their CHAT feature too. **What do you dislike about Apptivo?** They offer a lot of solutions and knowing how to use them in the best way is sometimes a lot for me. **Recommendations to others considering Apptivo:** Take a trail run , let done if your team use it and look at it to see if it meets your needs. **What problems is Apptivo solving and how is that benefiting you?** Being able to use a simple CRM to track activities with our clients and prospects is the biggest reason we use Apptivo. However, we use the estimate section often and love it. ### 15. Quick Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** Amy G. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Apptivo?** The ability to change the templates to whatever fits our business the best **What do you dislike about Apptivo?** It does not connect with some of the other platforms we use **What problems is Apptivo solving and how is that benefiting you?** Apptivo is helping me by keeping all of our information in one place and easy to access ### 16. a cloud based business management platform that provides a suite of integrated **Rating:** 3.0/5.0 stars **Reviewed by:** Joseph J. | Business owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2025 **What do you like best about Apptivo?** Because it’s scalable, enabling businesses to grow and expand without worrying about infrastructure limitations. **What do you dislike about Apptivo?** Apptivo is a great asset to my business. **What problems is Apptivo solving and how is that benefiting you?** It’s provides an all in one platform for managing various business functions such as CRM project management, invoicing, and more This streamlines operations, reduces complexity and saves time. ### 17. Easy to use, help is quick and just a click away **Rating:** 5.0/5.0 stars **Reviewed by:** Zac W. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about Apptivo?** Ease of use and ready to send invoices quickly, Customer support is awesome. Kalay helped a ton! **What do you dislike about Apptivo?** Can become confusing if you need something more specific. **What problems is Apptivo solving and how is that benefiting you?** Billing and helping me coordinate my CRM. ### 18. good experience **Rating:** 5.0/5.0 stars **Reviewed by:** RACHEL Y. | JIANGSU HOLLY UWILL INT'L CO.LTD - Salesman, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2025 **What do you like best about Apptivo?** Apptivo is a comprehensive business management software that offers a wide range of features designed to streamline operations for small to medium-sized businesses. **What do you dislike about Apptivo?** The mobile apps, while useful, may not offer the full range of features available on the desktop version. This can be a limitation for users who need to perform complex tasks on the go. **What problems is Apptivo solving and how is that benefiting you?** Apptivo addresses several key challenges faced by small to medium-sized businesses (SMBs) by providing an integrated, customizable, and affordable business management solution. ### 19. Good CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron L. | QC Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2025 **What do you like best about Apptivo?** Good for emails logging contacts all in one place and setting agendas **What do you dislike about Apptivo?** Simple design does seem a little dated.. **What problems is Apptivo solving and how is that benefiting you?** Able to log my prospects all in one place easily accessible ### 20. Josephine the Amazing!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Apptivo?** It is always a wonderful feeling when you reach out to customer service and you get an individual who is amazing at what they do. That was my case today with Apptivo. Naresh assisted me in accomplishing a task that has had me stalled in the waters for months. I don't know why I dind't reach out sooner. Ina matter of minutes Naresh solved my problem. Thank you so much Naresh. You were amazing and I really appreciate you!!! **What do you dislike about Apptivo?** The great thing is, I can't think of anything at the moment. **What problems is Apptivo solving and how is that benefiting you?** I am attempting to have all my systems in one place....Apptivo. You have a calendar sync...an email sync...a phone system sync....there are not many other services that I use for my business. ### 21. Apptivo - Good Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2024 **What do you like best about Apptivo?** Support experience with Apptivo has been good. They are available and helpful in answering questions, even helping out as we launched new features which were under utilized when we started out. **What do you dislike about Apptivo?** Creating of custom views is not ideal. It can be hard to find the fields you want to add. Later on when you want to modify an existing view it can't be done. Instead you have to start over with a new view. **What problems is Apptivo solving and how is that benefiting you?** Apptivo supports many aspects of our business. We depend on this solution for managing new and existing customer data, communication, licensing etc. New leads flow into the system from integrated forms reliably, and then we track those are they progress through our sales funnel. ### 22. Very nice to use and quite easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2025 **What do you like best about Apptivo?** Very good number of integrations and compatibility **What do you dislike about Apptivo?** Some functions like drag and drop are a must have and are not that available yet **What problems is Apptivo solving and how is that benefiting you?** Good benefits for efficiency with a nice CRM ### 23. easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2024 **What do you like best about Apptivo?** the customer service team are brilliant! **What do you dislike about Apptivo?** that you cannot automatically add an opportunity to the diary, but need to add seperately **What problems is Apptivo solving and how is that benefiting you?** merging two accounts into one as our business evolves ### 24. Wonderful Project Management Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2024 **What do you like best about Apptivo?** We were able to customize the nomenclature and build of the individual modules to best represent our workspace and industry. There are both web and mobile-based views to allow for easy-on-the-go use the product. We have also had incredible customer service; between linking to Google forms, complex linking between platforms, and cumbersome database building, they are always responsive and helpful with our issues. **What do you dislike about Apptivo?** Given the size and complexity of the database, there are time where updates do not save, despite saying it was saved, so there is a level of double check needed at this stage. **What problems is Apptivo solving and how is that benefiting you?** We are a firm of 50 people completing 500 jobs a year for 30 clients and it has helped streamline communication and expectations on all levels. ### 25. Very good follow through **Rating:** 5.0/5.0 stars **Reviewed by:** Steve H. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2024 **What do you like best about Apptivo?** Fairly easy to use learning more every day. Customer service is great **What do you dislike about Apptivo?** Not enough videos about integrations. Linkedin, accounting, mapping. Dux-soup. I wish they had more easy to use wizards for things like the above. **What problems is Apptivo solving and how is that benefiting you?** CRM its is a very good CRM learning more all the time ### 26. Very Pleased **Rating:** 5.0/5.0 stars **Reviewed by:** Joann S. | Community Connections Coordinatort, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2024 **What do you like best about Apptivo?** The application is very user friendly and easy to navigate. **What do you dislike about Apptivo?** I have not experienced any downsides of the application yet. **What problems is Apptivo solving and how is that benefiting you?** Entering contact information has covered all the bases for detail and follow up. I have used many contact management tools and this tool is not complicated and easy to navigate. ### 27. Great customer support **Rating:** 4.0/5.0 stars **Reviewed by:** Gordon B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2024 **What do you like best about Apptivo?** The customer support from Apptivo is fantastic. Really responsive and readily available. They solve problems quickly and really take time to make sure they have understood clearly what is required. Its a good mid cost prodcutr that works well for businesses like ours. **What do you dislike about Apptivo?** One of the niggles Id say is that apptivo is a little bit too focussed on software sales - it doesnt really have the lexibility to allow me to use its full functionality for more complex sales. ie learning and development progammes which are bespoke to clients. Also the lead to contact conversion fdesnt really work for us as our leads tend to be in the form of opportunities - ie we have opportunities/leads with existing clients and our relationship is with the company more than the individual. **What problems is Apptivo solving and how is that benefiting you?** Apptivo helps us keep track of clients and share notes about the contacts we've had with them plus we are starting to use it for email marketing ### 28. My issue has been resolved on Screen sharing. Nice support! **Rating:** 5.0/5.0 stars **Reviewed by:** Sachin D. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2024 **What do you like best about Apptivo?** Customer support is very good like. such as the screen sharing option. **What do you dislike about Apptivo?** I would appreciate if the Apptivo runs faster.. **What problems is Apptivo solving and how is that benefiting you?** we are a service provider for the the telecom equipment. it is helping in managing the service cases. ### 29. Easy to use, complete and great IT support **Rating:** 5.0/5.0 stars **Reviewed by:** Olivier V. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2024 **What do you like best about Apptivo?** Easy to use. Once you have figured out what you need (they are many app in their applicatoin), it is easy to customize them. They also offer a great customer support. Someone on the line to talk to and who explain what to do (no robot!) **What do you dislike about Apptivo?** Some functionalities i don't need. There are many app I don't need. **What problems is Apptivo solving and how is that benefiting you?** Centralized data, better view on what is happening ### 30. Very Helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Orlando L. A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2024 **What do you like best about Apptivo?** The ease of having everything in one system to be able to organize our firm aswell as communicate to our client base. We can use the app accross the board for easy integration of 3rd party apps. **What do you dislike about Apptivo?** I wish Apptivo can make more video's or even glossary terms for thier app. **What problems is Apptivo solving and how is that benefiting you?** ease to send out communication to each customer in thier diffrent status. ### 31. Excellent CRM Interface & Great Support Team **Rating:** 5.0/5.0 stars **Reviewed by:** Jack W. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2024 **What do you like best about Apptivo?** Absolute ease-of-use. Simple visual interface. Easy customization of information fields and views. Simple-but-effective Campaign launch, tracking and follow-up. As a former Salesforce user, I am much more effective using Apptivo. **What do you dislike about Apptivo?** No downsides. This software does everything I need to run my business. **What problems is Apptivo solving and how is that benefiting you?** The most important part of my business is the abililty to quickly launch and follow-up on customer opportunities. I have tried many other systems but they all had shortcomings and frustrations. ### 32. Outstanding support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2024 **What do you like best about Apptivo?** The simplicity of the tool, but most important the availability to technical support even for simple user questions **What do you dislike about Apptivo?** I am not a power user so sometimes it takes me a few minutes to get back in and understand the process, especially when using automated campaigns **What problems is Apptivo solving and how is that benefiting you?** Getting CNAME setup with godaddy. Had issues (all my fault) they did screen share with Aptivo engineers and resolved my issue ### 33. Affordable and awesome support Team **Rating:** 5.0/5.0 stars **Reviewed by:** Evelyn G. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about Apptivo?** It´s affordable, quite easy to use and the Suppot team is awesome. **What do you dislike about Apptivo?** 1) Still have not figure out why there is a differentiation between Company and personal contacts in the database. This doesn´t make sense for us. 2) Building a campaign template properly is not that easy. Plus, preview and actual e-mail are never the same, especially with regards to spaces. 3) Lack of 3rd party integrations 4) Automated drip campaigns don´t seem to be possible. **What problems is Apptivo solving and how is that benefiting you?** it serves as database and is primarily used for e-mail-Marketing ### 34. Naresh - great support **Rating:** 5.0/5.0 stars **Reviewed by:** Liz m. | office manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2023 **What do you like best about Apptivo?** quick customer service always available by chat **What do you dislike about Apptivo?** search feature sometimes does not bring up what we are looking for unless typing entire name out **What problems is Apptivo solving and how is that benefiting you?** great crm system ### 35. Excellent customer support! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2024 **What do you like best about Apptivo?** Working with Karthick and his team was a real pleasure, Karthick was always quick to respond, schedule meetings with his, and overall very thorough in his support throughout the integration process. We had a fairly complicated setup with not much backend knowledge, and Karthick was always patient with us. **What do you dislike about Apptivo?** The integrations took quite awhile to successfully complete, as we'd often have duplicate contacts and such appear. But Karthick and his team were quick to respond when we noticed these issues. **What problems is Apptivo solving and how is that benefiting you?** All of our contacts are now in one-place for management and email marketing, and we will be able to track student registrations for trainings as well which is great. ### 36. Great Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Apptivo?** I'm new to Apptivo and haven't had a lot of time to see it in practice yet, but I have found it very easy to set up to collect exactly the data we want, the way we want it. It's very customizable - it almost feels like there are too many options at times - but I'd rather that than not enough. I needed a little help from customer support for email sync (in part because of an issue with our own internal email settings), and they were very responsive and walked me through what I needed to do to get it up and running. **What do you dislike about Apptivo?** It has not always been clear how data in one area connects to data in another; it took some playing around with the settings and layouts to figure out how to connect calls to a contact or a case from the call log, for example (it might be intuitive for other people, it wasn't for me). I also found the sheer number of options to be overwhelming at first (I'm glad to have them now but it's a lot to figure out). **What problems is Apptivo solving and how is that benefiting you?** Efficiency of data collection - will reduce staff time on administrative tasks and allow us to have better report data. ### 37. Numeric formatting **Rating:** 5.0/5.0 stars **Reviewed by:** Susan S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2023 **What do you like best about Apptivo?** I very much enjoy the quick problem solving I get when I click on the Apptivo Chat feature. **What do you dislike about Apptivo?** Sometimes Apptivo runs an upgrade of sorts and data gets moved around. Consequently, my macro's get jumbled and I have to recreate each of them because the data exports with the fields in different positions than they were before the upgrade. The major problem with that is that Apptivo does not tell you that they ran an upgrade over the weekend or overnight - you have to figure that out yourself. Kind of a pan when you are in a hurry running reports for a meeting and you don't realize that your macro's are not going to export like they usually do. **What problems is Apptivo solving and how is that benefiting you?** Make it easy for me to stay on top of our work projects at all stages of completion ### 38. Lots of functionality and easy to configure **Rating:** 5.0/5.0 stars **Reviewed by:** Donald M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Apptivo?** It's very easy to change everything, add new fields and sections, rename evertyhing, create custom views. Support is great, there is a chat feature and someone always responds pretty much immediately. It was simple to setup and import client records too **What do you dislike about Apptivo?** There are some basic analytics within the product but I would like a few more options when it comes to creating reports etc **What problems is Apptivo solving and how is that benefiting you?** Managing a wide range of clients and contacts ### 39. i was very happy . this guy fix my job number in apptivo **Rating:** 5.0/5.0 stars **Reviewed by:** marjan K. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Apptivo?** i like customer service of apptivo . it is too fast **What do you dislike about Apptivo?** every thing is good i don't have any probelem **What problems is Apptivo solving and how is that benefiting you?** some one help me for add job number in the web. ### 40. Great Service **Rating:** 5.0/5.0 stars **Reviewed by:** melissa v. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2024 **What do you like best about Apptivo?** Sharmi and all of the other agents are very helpful. All of my concerns are addressed and we can customize the entire CRM to our needs **What do you dislike about Apptivo?** There is no customer service phone number to call **What problems is Apptivo solving and how is that benefiting you?** Organizing the CRM for managing our customers information and easily storing customers records ### 41. The online support was very helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Quinn P. | administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2021 **What do you like best about Apptivo?** Naresh was there to support me. He was very patient and knowledgeable about the Apptivo software. He identified problems and provided the right links for me to continue the process. I got a good grasp of how the mail campaign feature works. **What do you dislike about Apptivo?** I wish it could be done in video format, so I can better visulaize **What problems is Apptivo solving and how is that benefiting you?** Apptivo staff is very patient and walk through the steps. Great support ### 42. Great Team at Apptivo **Rating:** 5.0/5.0 stars **Reviewed by:** Teri H. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2023 **What do you like best about Apptivo?** We have been with Apptivo for several years now and the performance of the software has been outstanding. The entire Support Team at Apptivo is helpful, easy to reach and knowledgable. We have implemented several of the modules to best fit with our company needs as well as integrated with our other systems. With a mixture of in office and remote sales reps., Apptivo has been reliable and easy to use. **What do you dislike about Apptivo?** The system has performed exactly how we hoped and at this time, we have no found any negatives with system. Rare in these times. **What problems is Apptivo solving and how is that benefiting you?** We needed a way to integrate our web form to a central point CRM. Since our sales staff is a mixture of in office and remote, we needed the best way to distribute our leads, create a workflow of lead management, quotes, invoices and payments. The various modules allowed us to easily implement, customize and increase our leads. ### 43. Highly Responsive Customer Support! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2024 **What do you like best about Apptivo?** We had a complex implementation. Their developers were able to help us automate highly manual processes. Also, because we have a highly customized product, we often cannot find 'off-the-shelf' How To's in their knowledge base. Apptivo's customer service team reacts quickly when we need help, both to thoroughly walk through administration processes and to solve any functionality issues when they arise. **What do you dislike about Apptivo?** Limited deduplication capabilities often cannot identify duplicate records effectively (even with fuzzy logic enabled) so we end up with more manual data cleanup than we had expected. **What problems is Apptivo solving and how is that benefiting you?** They enable us to manage and track a number of different processes for different departments under a single umbrella system. ### 44. A powerful tool with fantastic support **Rating:** 4.0/5.0 stars **Reviewed by:** Josh S. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2023 **What do you like best about Apptivo?** Modern interface, deep customizability and features, excellent support. **What do you dislike about Apptivo?** Initial setup was not seamless (getting contacts to sync with outlook was a pain in our use case), but support worked to resolve the issue quickly. **What problems is Apptivo solving and how is that benefiting you?** Apptivo is allowing us to have a central contact database that syncs seamlessly with office and allows us to create and export custom contact lists for different projects. This removes much of the hassle of managing current contact data across our company and gives all our users unified access. ### 45. CRM Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2023 **What do you like best about Apptivo?** It is a completely customizable software and their tech support is amazing! It is pretty easy to set up and can sync with our Google Calendar. We use Apptivo as our main software for CRM, sending estimates, and sales pipeline. **What do you dislike about Apptivo?** They are always doing updates to improve customization which is a good thing...but it is hard to follow and know what is new. I wish there was a forum that shows when and updates happen. The standard reports are not detailed enough so I had to create custom reports to track our sales by employee. **What problems is Apptivo solving and how is that benefiting you?** We use Apptivo for CRM, and tracking sales. ### 46. Outstanding Customer Support and Service!! **Rating:** 5.0/5.0 stars **Reviewed by:** BRAD W. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2023 **What do you like best about Apptivo?** Hands down the support I recieved from Josephine! SHe was prompt, precise, extremely helpful and determined to fix the issue I was having. There are many CRM platforms to choose from, but after the level of service I was provided today I wo'nt be looking elsewhere! Thank you Josephine!!! **What do you dislike about Apptivo?** Apptivo does not have the greatest backend design, but everything works and service is great. **What problems is Apptivo solving and how is that benefiting you?** I was in need of a crm platform and email marketing abilities. Apptivo has the best offerings compared to others who make everything and additional charge. It's an all around total solution for my needs. ### 47. Excellent communication and customer service!! **Rating:** 5.0/5.0 stars **Reviewed by:** James N. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2024 **What do you like best about Apptivo?** Love the easy interface of Apptivo and customer support is always top notched! Kudos to Sharmi for her excellent customer service and knowledge!! **What do you dislike about Apptivo?** Email can be a little more robust but everything else is great! **What problems is Apptivo solving and how is that benefiting you?** Managing bulk data and order implementation ### 48. Excellent service **Rating:** 5.0/5.0 stars **Reviewed by:** Alan T. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2023 **What do you like best about Apptivo?** Always available, no matter what ime zone and time of day, keep up the good response. **What do you dislike about Apptivo?** Nothing to dislike, always on hand to help! **What problems is Apptivo solving and how is that benefiting you?** Initial set was a daunting proceedure, but how can one learn if afraid to start to process. Now set up and working we find the system speeds up the process from quotation, engineer report to invoice, speedier. ### 49. Great app and great service! **Rating:** 5.0/5.0 stars **Reviewed by:** Adonis A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2024 **What do you like best about Apptivo?** The various features from CRM to issuing invoices! **What do you dislike about Apptivo?** They still don't have a revenue report that will exclude taxes. **What problems is Apptivo solving and how is that benefiting you?** Having in onle place all contacts, invoices and sales receipts ### 50. Best Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Jackson L. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2024 **What do you like best about Apptivo?** The customer service agents are very helpful and they take the time and have patience with you , and sort your issues . **What do you dislike about Apptivo?** Lack of a comprihensive user manual.. **What problems is Apptivo solving and how is that benefiting you?** Tracking Projects and Payments ## Apptivo Discussions - [Is Apptivo compatible with all Browsers?](https://www.g2.com/discussions/6042-6) - 1 comment, 1 upvote - [How do I restrict the Apps that each employee can access?](https://www.g2.com/discussions/6041-5) - 1 comment, 1 upvote - [How secure is my data?](https://www.g2.com/discussions/6040-4) - 1 comment, 1 upvote - [Do I need an experienced IT consultant to setup/manage my account?](https://www.g2.com/discussions/6039-3) - 1 comment, 1 upvote - [Can I access Apptivo Apps using my Mobile phone?](https://www.g2.com/discussions/2-2134f482-97c6-409e-93a3-a96d1361af50) - 1 comment, 1 upvote - [View Apptivo pricing details and edition comparison](https://www.g2.com/products/apptivo/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-26+05%3A00%3A28+-0500&secure%5Bsession_id%5D=ff47172f-419f-4291-9165-50c40370d632&secure%5Btoken%5D=a8378f394b8cf786961da959eb5030882c8b608bb7aa399a2cb340798508936b&format=llm_user) ## Apptivo Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Ticket and Case Management** - Ticket creation user experience - Ticket response user experience - Workflow - Response Automation - SLA Management - Attachments/Screencasts - Ticket Collaboration - Customer and Contacts Database **Tasks** - Creation & Assignment - Due Dates - Task Prioritization - To-Do Lists - Dependencies - Drag & Drop **Bill Generation** - Templates - Digital Billing - Recurring Billing **Generative AI** - AI Text Summarization - AI Image-to-Text **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Projects** - Planning - Project Map - GANTT - Calendar View - Views - Templates - Time & Expense - Methodologies **Before the Job** - Calendar - Dispatch - Roles - Booking **Bill Processing** - Consolidation - Batch Invoicing - Management **Generative AI** - AI Text Generation - AI Text Summarization **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Time Tracking** - Ease of Completing Timesheets - Tracking Time to Project/Task - Billable Time Rate Management **Resource Management** - Resource Definiton - Capacity - Scheduling **On the Job** - Location - Employee Communication - Behavior Monitoring - Client Notifications - Field Sales **Integration** - Accounting - Payments - ERP **Agentic AI - Help Desk** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Client Invoicing** - Invoice Creation and Delivery - Electronic Payments **Project Monitoring** - Baselining / KPIs - Resource Allocation - Dashboards **After the Job** - Reports - Analytics - Invoicing - CRM Integrations **Agentic AI - Billing** - Autonomous Task Execution **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Communication Channels** - Customer Portal - Email to Case - Chat/Live Support - Social Integration - Voice **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Field Service Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Mobile Time Tracking** - Time Tracking **Generative AI** - AI Text Generation **Administration** - Business Tool Integration - Workflow - Automated Reminders - Policy Compliance Management - User, Role, and Access Management **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform** - Reporting - APIs / Integration - Internationalization - Performance and Reliability - Mobile User Support **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Integration - Reporting - Dashboards ## Top Apptivo Alternatives - [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) - 4.3/5.0 (389 reviews) - [Bitrix24](https://www.g2.com/products/bitrix24/reviews) - 4.1/5.0 (575 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,602 reviews)