# Apptivo Reviews **Vendor:** Apptivo **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.4/5.0 **Total Reviews:** 223 ## 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. (21 reviews) - Users find **Apptivo easy to use** with intuitive navigation and quick data amendment, enhancing overall efficiency. (17 reviews) - Users value the **high customizability** of Apptivo, allowing tailored solutions that fit unique business processes effectively. (15 reviews) - Users value the **high customizability** of Apptivo, allowing tailored configurations to meet unique business needs efficiently. (13 reviews) - Customization Options (12 reviews) - Easy Customization (12 reviews) - User-Friendly (9 reviews) - Features (8 reviews) - Intuitive (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) - Limited Customization (6 reviews) - Not Intuitive (6 reviews) - Customization Difficulties (5 reviews) - Difficult Customization (5 reviews) ## Apptivo Reviews ### 1. 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 ### 2. Helpful attitude for Apptivo team. **Rating:** 4.5/5.0 stars **Reviewed by:** Roger A. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2023 **What do you like best about Apptivo?** Questions do arrise but the apptivo team are ready and willing to help promptly. πŸ‘πŸΌ **What do you dislike about Apptivo?** I don't seem to get notifications to remind me about potential work coming up. **What problems is Apptivo solving and how is that benefiting you?** Having leads forwarded on to our special works team automatically. This helps us to fire off a quick lead that goes straight to the correct people to pick up. ### 3. Josephine was thorough; staying on until the problem was resolved **Rating:** 4.5/5.0 stars **Reviewed by:** Belinda W. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Apptivo?** response was fast customer support ease of use **What do you dislike about Apptivo?** limited capabilities, ease of implementation **What problems is Apptivo solving and how is that benefiting you?** email and contact management ### 4. Fully featured CRM easily configurable **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2024 **What do you like best about Apptivo?** Plenty of options to configure the application to your needs **What do you dislike about Apptivo?** The email can be a littl quirky when sent from the system **What problems is Apptivo solving and how is that benefiting you?** Support ticketing and recording and Client and opportunity tracking allowing the team to keep infored of what is happening in thier accounts ### 5. Very responsive and supportive **Rating:** 4.5/5.0 stars **Reviewed by:** Marcus L. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2024 **What do you like best about Apptivo?** The service team is very responsive and supportive. **What do you dislike about Apptivo?** There are minor glitches here and there. **What problems is Apptivo solving and how is that benefiting you?** Apptivo provides a central point of information for the team to share and contribute, enables efficient teamwork. ### 6. Great service! **Rating:** 5.0/5.0 stars **Reviewed by:** Atendimento H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Apptivo?** It's very complete, with several apps and everything you need for your work life, and service is great too. **What do you dislike about Apptivo?** Nothing that I can think of, everything looks fine. **What problems is Apptivo solving and how is that benefiting you?** I can easily organize my daily tasks, and work with the different apps it provides. ### 7. System just works! **Rating:** 4.5/5.0 stars **Reviewed by:** Sam B. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Apptivo?** Integrated apps Everything customizable. **What do you dislike about Apptivo?** A few functions like merging contact duplicates are not available. **What problems is Apptivo solving and how is that benefiting you?** Full scale CRM with intergration into marketing. ### 8. Did not meet up to requirements **Rating:** 0.0/5.0 stars **Reviewed by:** Jennie L. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2024 **What do you like best about Apptivo?** Found the Customer Information easy to customise **What do you dislike about Apptivo?** We found that cases would not remain closed once resolved **What problems is Apptivo solving and how is that benefiting you?** We moved away from the Apptivo as it was not benefitting us ### 9. Very good product and online support service. **Rating:** 5.0/5.0 stars **Reviewed by:** Claudio E. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2023 **What do you like best about Apptivo?** A very comprehensive customizable platform for developing personalized functions, intuitive and easy to use, without blockages or complicated requirements. Excellent after-sales service and online assistance (chat, phone, or remote). **What do you dislike about Apptivo?** Hopefully, soon they could have an option in Spanish with assistance, manuals, and tutorials in Spanish and other languages. **What problems is Apptivo solving and how is that benefiting you?** Very quick assistance in customizing the functions we need, helps us achieve the results we need. ### 10. Great Support from Prabu **Rating:** 5.0/5.0 stars **Reviewed by:** Hemal B. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2023 **What do you like best about Apptivo?** pptivo stands out as the most effective CRM I have ever utilized. Encountering challenges with the invoicing aspect, Mr. Prabu provided invaluable assistance in resolving the issue. Despite the complexity, he patiently dedicated approximately 30 minutes to meticulously address and rectify the matter. Apptivo comprehensively incorporates features suitable for both small and large enterprises, making it a versatile solution for business needs. **What do you dislike about Apptivo?** Everything is good so far. Their support is awesome. **What problems is Apptivo solving and how is that benefiting you?** Custome fields and multiple modules. ### 11. Apptivo is a game changer **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2024 **What do you like best about Apptivo?** My business has grown in effiency 20% since switching. easily integrated into our other platforms **What do you dislike about Apptivo?** slightly expense fora larger team. would have appreciated a discount for buying in bulk **What problems is Apptivo solving and how is that benefiting you?** all of our services are easily integrated together ### 12. Great Program **Rating:** 5.0/5.0 stars **Reviewed by:** Rob B. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Apptivo?** I like that it has own app, and that it covers all of the needs of my company in one place. Anytime I have seen something that could be improved, they have taken my suggestion and several times have implemented the change. Their customer service is always helpful and friendly, also the price is right. **What do you dislike about Apptivo?** There are certain limitations on the customization. There are some small things you can do on the desktop version that is not in the app (like seeing if an email has been opened) **What problems is Apptivo solving and how is that benefiting you?** IT has streamlined our entire business process, we can now track much more than we ever did before. Billing and estimates are now quick and easy. Wehave been able to standardize our pricing by trackign costs ### 13. Great package with multiple variations allowing the business to run smoothly **Rating:** 5.0/5.0 stars **Reviewed by:** Leah P. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Apptivo?** Being able to make changes to assist us in day to day working. Using the multiple apps to allow the different areas of our business to run smoothly. **What do you dislike about Apptivo?** At times it can run a little slow when loading up. **What problems is Apptivo solving and how is that benefiting you?** Running multiple calanders allowing all employees to see what is happening and arranging future work. ### 14. Apptivo Customization for Business Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2023 **What do you like best about Apptivo?** Developer/customization team has been outstanding and continues to be a great partner as we tweak the implementation. It took us 11 months (somewhat due to the constraints of the pandemic and some very busy months) to launch the product, but the development time yielded a much better solution than we might have first imagined. We wanted to have a near completely finished product before putting it into the hands of the users. The timeframe was solely dependent on our time to review our needs and assist Apptivo with their work for us. They were extremely patient and supportive through the entire process and continue to be that way as we make more tweaks and add customizations based on our team's experiences and feedback. **What do you dislike about Apptivo?** Some integrations required more work and customization than initially expected; some API integrations still need some work to achieve our expectations. Differences between modules can add to confusion for users if they use more than one module as part of a workflow. Goal would be for users to learn common terms and steps more consistent between modules to improve user experiences when moving from one module to the next as part of a multi-step process. **What problems is Apptivo solving and how is that benefiting you?** Selected this software based on flexibility to use modules and customize to enable the creation of an entire workflow within one application/one database. Able to replace several, disconnected data sources and reduce duplicate data entry. Already established integrations with desired third-party apps. ### 15. Josephine was very helpful and resolved my query effectively **Rating:** 5.0/5.0 stars **Reviewed by:** Brian J. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2023 **What do you like best about Apptivo?** Easy to use, comprehensive, covers all of our requirements **What do you dislike about Apptivo?** Nothing to dislike, it ais a very powerful tool **What problems is Apptivo solving and how is that benefiting you?** Excellent CRM tool, powerful, works well for developing our marketing ### 16. Apptivo CRM Training Support and Customer Service Team **Rating:** 4.5/5.0 stars **Reviewed by:** Marc S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Apptivo?** The modules for basic CRM (Customers, Contacts, Opportunities, etc.) are also linked to many other inherent supply chain functions that are applicable to many organizations (such as purchasing, invoicing, field level support, etc.). **What do you dislike about Apptivo?** The primary downside is learning and configuring the system to support internal processes. The capability to use it "out-of-the box" is there, but there is a learning curve to configure it and utilize the system to best advantage. **What problems is Apptivo solving and how is that benefiting you?** It is better linking out basic sales process (including identifying leads and opportunities) to other business processes down the road, such as order management and fulfilment and related supply chain processes. ### 17. Apptivo Ticket #105024 Follow up **Rating:** 2.5/5.0 stars **Reviewed by:** Jonathan C. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 03, 2024 **What do you like best about Apptivo?** Customer Support and ease of use and integration with Officer 365 **What do you dislike about Apptivo?** i think some change on Graphical user Interface to make it more pleasant on the eyes of new user **What problems is Apptivo solving and how is that benefiting you?** Regarding the user credentials and it was solve already ### 18. Swift assistance. Very friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Larry H. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Apptivo?** Simple to use and easy to understand. Support is really helpful and immediately available. **What do you dislike about Apptivo?** Some of the documentation could be more succinct. **What problems is Apptivo solving and how is that benefiting you?** CRM usage. Easy to use ### 19. Team is great, App is wonderful! **Rating:** 5.0/5.0 stars **Reviewed by:** Prasanth V. | Lead - Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Apptivo?** The entire team is supportive even though the team is split into office and remote setup. They provide easy implementations whenever we come up with different requirements. **What do you dislike about Apptivo?** Would be great if the desktop version has equivalent features as we have on the App. Otherwise its great! **What problems is Apptivo solving and how is that benefiting you?** Managing lead and deal stages, creating quotes, invoices and payments Apptivo works the best. ### 20. Constant support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2024 **What do you like best about Apptivo?** the day in day out support from the team. Kathrick was there whenever we needed him and never took longer than a day to resolve our issues. **What do you dislike about Apptivo?** slight bugs and glitches, when apptivo is down it is down ! **What problems is Apptivo solving and how is that benefiting you?** the ability to track and report our day to day activiates ### 21. Great Technical Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2024 **What do you like best about Apptivo?** Had a great rep assist me with some technical issue **What do you dislike about Apptivo?** Nothing They have been great to work with **What problems is Apptivo solving and how is that benefiting you?** Organization of clients ### 22. I like to give a feedback **Rating:** 4.5/5.0 stars **Reviewed by:** Paresh L. | Web Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2023 **What do you like best about Apptivo?** Customization and Combination Apptivo gives customization choices, permitting organizations to fit the product to their particular requirements. It likewise offers mix abilities, empowering consistent information dividing among various applications and outsider apparatuses, upgrading proficiency and collaboration.😍😍 **What do you dislike about Apptivo?** Nothing ,but Intricacy for Novices: πŸ™‚πŸ™‚Despite the fact that Apptivo is for the most part commended for its easy to understand interface, a few new clients have revealed a slight expectation to learn and adapt, particularly while first getting everything rolling with the product. It might require an investment to dive more deeply into every one of the highlights and functionalities. **What problems is Apptivo solving and how is that benefiting you?** Wasteful Work process The board: Without a legitimate framework set up, overseeing work processes can be tedious and inclined to blunders. Apptivo offers work process mechanization capacities that empower organizations to robotize routine errands, warnings, endorsements, and different cycles. This mechanization helps increment effectiveness, decrease manual exertion, and improve efficiency.πŸ˜…πŸ˜…πŸ˜… ### 23. Great Technical Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2021 **What do you like best about Apptivo?** Quick technical support through chat; reasonable pricing for features and functions. **What do you dislike about Apptivo?** Functionality could be better but its getting there. Example mail integration between Gmail and Apptivo looses integration connection. **What problems is Apptivo solving and how is that benefiting you?** Small business management. ### 24. Quick Assistance **Rating:** 4.5/5.0 stars **Reviewed by:** May W. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2023 **What do you like best about Apptivo?** The Apptivo Team is quick to respond to our questions and always there to assist us when we need help updating or customized Apps. **What do you dislike about Apptivo?** Like most large data based systems, it has a slow responce time. When importing for Leads / Contacts, the fuzzy logic is not detailed enough. **What problems is Apptivo solving and how is that benefiting you?** We have a intricut quoting process and we required a lot of customization and Apptivo was able to meet our needs. ### 25. Great customer support **Rating:** 5.0/5.0 stars **Reviewed by:** Melvin D. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2023 **What do you like best about Apptivo?** Apptivo is a great CRM system and its customizable to fit any business. The customer support team is very attentive and resolves any issues in timely manner. **What do you dislike about Apptivo?** Don't really have any dislikes. Someone with code knowledge could really make customizaton simple. **What problems is Apptivo solving and how is that benefiting you?** Apptivo helps our firm keep up with lead management and our client base with ease. ### 26. Apptivo CRM lacks the "wow factor" **Rating:** 2.5/5.0 stars **Reviewed by:** Sandy A. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Apptivo?** Apptivo was within budget and had good ratings. **What do you dislike about Apptivo?** Customer service was less than stellar-there were often circular transfers from call to chat to tutorials. It is difficult to customize and to understand existing pipeline structure and to integrate within each stage. **What problems is Apptivo solving and how is that benefiting you?** Apptivo was tested but their disjointed customer service prevented us from considering them as a serious contender. ### 27. Excellent service I must say one of the better one's and great program **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2024 **What do you like best about Apptivo?** Very powerfull and great customer help the responce is excellent **What do you dislike about Apptivo?** Nothing, there is very little this program cannot do so far I have not found anything **What problems is Apptivo solving and how is that benefiting you?** Track customer history, there purchase and important dates ### 28. Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2024 **What do you like best about Apptivo?** Their fast reply for support and ease to use app **What do you dislike about Apptivo?** That it is a bit limitied for now but i am positive that they will expand **What problems is Apptivo solving and how is that benefiting you?** CRM all our information are now finally centralised in a very organized way ### 29. Apptivo CRM for small business **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2023 **What do you like best about Apptivo?** Apptivo is very intuitive, user friendly and cost effective for small teams. Very helpful platform for CRM for small business, but customizing for a specific business recommend adding access to their assistance to set it up correctly. **What do you dislike about Apptivo?** When trying to view Apptivo on a mobile phone to check something, it does not navigate well, so we have not been able to use mobile access. Updating mobile experience to work better would be very helpful. **What problems is Apptivo solving and how is that benefiting you?** Apptivo helps us manage our pipeline, customers and contacts all in one place and is accessible to all employees in real time. It has helped us to be more organized and proactive. ### 30. APPTIVO - A Handy & Effective Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Muhammad K. | Enterprise (> 1000 emp.) **Reviewed Date:** July 27, 2023 **What do you like best about Apptivo?** Its Flexibility of adding multiple requirements through data fields and assigning attributes and restictions as per requirement make it a very good CRM software. **What do you dislike about Apptivo?** Default 12 months for default Dashboard reports of opportunities is not covenient as our review and data diplay requirement is calendar year-wise and same should be displaying. **What problems is Apptivo solving and how is that benefiting you?** Opportunity Data management with ease and real time display availability of the team output results, pipeline and company achievements makes it handy and effective tool to control business, prepare management updates and make necessary amendments for success. ### 31. Highly configurable and lots of business Apps **Rating:** 4.0/5.0 stars **Reviewed by:** Bart K. | Director of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2023 **What do you like best about Apptivo?** Apptivo offers a lot for the money. We mostly use the CRM, Marketing and Project app, but it also includes accounting-related apps and more. **What do you dislike about Apptivo?** It's not the fastest application to navigate, and sometimes it does not update the values that you entered, which often is solved by forcing a refresh on the record. **What problems is Apptivo solving and how is that benefiting you?** Helps us to keep track of opportunities, customer interactions and projects. ### 32. Apptivo easy access from mobile devices, allowing for flexibility and remote work capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** Imad E. | Technicien assemblage, Small-Business (50 or fewer emp.) **Reviewed Date:** September 01, 2023 **What do you like best about Apptivo?** includes inventory and procurement tools to manage stock levels, orders, and suppliers. **What do you dislike about Apptivo?** I have nothing to complain, apptivo isThe best platform allows for customization to adapt to specific business needs, with options to create custom forms, reports, and workflows. **What problems is Apptivo solving and how is that benefiting you?** Management, It helps businesses better manage customer relationships by providing tools for contact management, lead tracking, and communication, leading to improved customer service and sales ### 33. New Apptivo Users - So far so good. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2023 **What do you like best about Apptivo?** Apptivo is easy to use and customer support has been great. **What do you dislike about Apptivo?** We realized it isn't the most effective for some of the original ways we had planned. **What problems is Apptivo solving and how is that benefiting you?** Having all of our tenants, tenant contacts and service provider information all in one place. ### 34. Chat with Naresh **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2023 **What do you like best about Apptivo?** Helpful chat especially Naresh when needing to get help **What do you dislike about Apptivo?** Incomplete documentation or user manual to perform more than basic steps. For example, setting criteria when creating a target list. **What problems is Apptivo solving and how is that benefiting you?** Ease of shared use without having to go to several resources. ### 35. Apptivo and Karthick has been the best customer experience that I have had in my entire life. **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah P. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2023 **What do you like best about Apptivo?** The customer service with Karthick is absolutely extraordinary.Karthick explained everything clearly, provided quick feedback, and carefully led us through each change. He met with us regularly and was patient with all of our additional requests. Thank you for all of your support. The product is simple and easy to use, and customizable to our unique business services. **What do you dislike about Apptivo?** I loved everything. There is no negative feedback. All challenges were met with positive responses and ways of moving forward. Thank you for this most impressive product and customer care. **What problems is Apptivo solving and how is that benefiting you?** Registrations for our trainings, keeping track of contacts, large mailings, keeping a record of our trainings. ### 36. Versatile features of Apptivo **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2023 **What do you like best about Apptivo?** You can customize Apptivo to suite your requirements without having any technical knowledge **What do you dislike about Apptivo?** The interface can be a bit "overpopulated" at times and the layout needs to be customized **What problems is Apptivo solving and how is that benefiting you?** The same problems that CRM software are meant to solve...better management and flow ### 37. I was really very well served by the staff **Rating:** 5.0/5.0 stars **Reviewed by:** Rohit A. | GM Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Apptivo?** It can be easily customized as per my requirements **What do you dislike about Apptivo?** Nothing so far as I could managed everything I need **What problems is Apptivo solving and how is that benefiting you?** it helps me to maintain all the data required for my business ### 38. The tech support was very helpful and thorough. **Rating:** 5.0/5.0 stars **Reviewed by:** Scott W. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2023 **What do you like best about Apptivo?** Very customizable. Easy to Use. Great customer Service. **What do you dislike about Apptivo?** The website can be sluggish at times. Waiting for the page to save or switching between pages can be very frustrating. **What problems is Apptivo solving and how is that benefiting you?** they have helped with a number of customization for us. ### 39. Great After Sales Support **Rating:** 4.5/5.0 stars **Reviewed by:** Jane F. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2023 **What do you like best about Apptivo?** 1. Team members are very supportive. - They helped us put up the platform while guiding us as we went along. - Immediate support is being given to clients - Friendly and accommodating team members **What do you dislike about Apptivo?** 1. Platform can still be improved in terms of the following: a. Reports b. Data Logs c. Customization of the platform **What problems is Apptivo solving and how is that benefiting you?** 1. Tracking of leads 2. Manual workflow management 3. Manual report creation ### 40. Rajesh helped to figure out the problem with our own script work and its configuration **Rating:** 4.0/5.0 stars **Reviewed by:** Oleh N. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Apptivo?** Apptivo is the CRM that provides customers with a not expensive solution to organize work and keep data. Generally, it is a good choice for small and medium companies **What do you dislike about Apptivo?** Sometimes functionality doesn't work as expected so there is a need to contact support and resolve issues. Also, documentation is not always perfect so consultations are needed as well **What problems is Apptivo solving and how is that benefiting you?** As a CRM Apptivo allows to store data, work with it, perform actions with it like updating records and values, sending notifications, track changes and define level of access to data for different user roles ### 41. Ecstatic about the changes made **Rating:** 5.0/5.0 stars **Reviewed by:** Alberto L. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2023 **What do you like best about Apptivo?** Easy access to customer service. I also like that they have staff that can modify the account **What do you dislike about Apptivo?** They are on the west coast and I have to wait till 12pm eastern time to call them **What problems is Apptivo solving and how is that benefiting you?** Apptivo has helped me become better organzed and more efficient ### 42. Chat Help **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2023 **What do you like best about Apptivo?** Instant response to issues. Customizable. **What do you dislike about Apptivo?** It doesn't allow me to do everything I want done in one app. **What problems is Apptivo solving and how is that benefiting you?** Central Repository for all Project Documents and Contacts. ### 43. Sales finance **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Semiconductors | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Apptivo?** easy surface to use, straightforward to understand the function **What do you dislike about Apptivo?** too many customized coding that admin to do by ourself, i'm not an IT guy, don't know how to write code at all. **What problems is Apptivo solving and how is that benefiting you?** easy to export data in a report to do analysis ### 44. Apptivo is a good software product **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Apptivo?** The Apptivo support team are always available and willing to assist with any queries, issues or training that may be needed **What do you dislike about Apptivo?** With the way that our database has been set up it is difficult to "terminate" an employee if they are a referred to in any of the data sets or triggers. **What problems is Apptivo solving and how is that benefiting you?** Apptivo are ensuring that only the staff that are needing access to a specific function have access to that function. ### 45. Great people and an even better app **Rating:** 5.0/5.0 stars **Reviewed by:** Scott W. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2023 **What do you like best about Apptivo?** The support. Karthick has helped us every step of the way and we couldnt be more grateful **What do you dislike about Apptivo?** Haven't found anything yet. We are very happy **What problems is Apptivo solving and how is that benefiting you?** Taking internet leads from our website and using a crm that our franchisees could use ### 46. Apptivo templates **Rating:** 4.0/5.0 stars **Reviewed by:** Gerald R. | CEO - Chief Encouragement Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2019 **What do you like best about Apptivo?** Prompt, courteous and professional support **What do you dislike about Apptivo?** At the moment I don't think that I have a dislike **Recommendations to others considering Apptivo:** Got with it **What problems is Apptivo solving and how is that benefiting you?** Customer information in one place and various means of accessing it ### 47. JJ Pedder CSR with 123JUNK **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2023 **What do you like best about Apptivo?** Booking and payment features are solid and make life easy **What do you dislike about Apptivo?** The system can be finnicky at times with how quickly you go from one module to the other **What problems is Apptivo solving and how is that benefiting you?** It allows the company from sales and customer service to operations run together. ### 48. Best pricing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Apptivo?** Very easy to use and simple to understand. **What do you dislike about Apptivo?** Product bugs and errors. Apptivo needs to improve on the QC before the functionality launch. **What problems is Apptivo solving and how is that benefiting you?** We are using CRM for sales tracking which is helpful. ### 49. Apptivo is the best CRM system I've worked with so far. **Rating:** 5.0/5.0 stars **Reviewed by:** Herman O. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Apptivo?** The Drag and Drop functionality The fact that I can build systems myself **What do you dislike about Apptivo?** The system could be faster - I work with an i7, 32gig RAM and I have to wait **What problems is Apptivo solving and how is that benefiting you?** Keeping track of Opportunities, the quote and easy integration with Xero ### 50. Apptivo Practice **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Import and Export | Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2023 **What do you like best about Apptivo?** Customisable, good support from the team **What do you dislike about Apptivo?** Some functions do not fit our company, we don't know it until we paid and work on it **What problems is Apptivo solving and how is that benefiting you?** Remove and updated items list, edit some template ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-05-29+08%3A49%3A17+-0500&secure%5Bsession_id%5D=22b2c85b-7727-429c-9d79-1a384073257c&secure%5Btoken%5D=c34769d3e30412e98add5fe1dea83f423c05c1831626554ae18178122b3e46aa&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 (24,609 reviews)