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Apptivo

By Apptivo

4.4 out of 5 stars

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Apptivo Reviews & Product Details

Profile Status

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Pricing

Pricing provided by Apptivo.

Lite

$20.00
1 User Per Month

Premium

$30.00
1 user Per Month

Apptivo Integrations

(2)
Integration information sourced from real user reviews.

Apptivo Media

Apptivo Demo - Sales stages
Apptivo lets you track your opportunities to close the deals based on your sales stages , also you find reasons in the loss analysis on how some of your opportunities are lost.
Apptivo Demo - A Complete 360° View
The 360-degree view tab in Apptivo allows users to view different object that is related to the current item viewed. Now users can view the associated data of the standard ref app and custom ref app in 360-degree tabs of all Apptivo Apps.
Apptivo Demo - Sales Funnel
Apptivo lets you view the sales funnel, which depicts how the leads are nurtured and are moved to the next stage of the funnel. The sales team can use this information to focus their efforts and prioritize the leads. The sales funnel helps the sales teams to close deals more quickly.
Apptivo Demo - Gantt Charts
Automate your project schedules with task dependencies, and visualize & change the project schedule from a real-time Gantt chart. Track time against any task to be used for invoicing.
Apptivo Demo - Master Layout - List Layout
Master Layout in Orders App allows you to add up the custom fields as per your requirement. They can be created, modified, and customized. You can also find your attributes of different data types such as text, numbers, date, currency, and much more. List layout allows configuring the desired co...
Apptivo Demo - Mobility With Android, iOS, and Windows Apps
Apptivo allows you to access CRM across devices. You can store and manage information across multiple devices, on the go. With google map integration, you can have a look at the maps related to your business processes.
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Apptivo Reviews (216)

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Reviews

Apptivo Reviews (216)

View 1 Video Reviews
4.4
217 reviews

Pros & Cons

Generated from real user reviews
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Suvendu S.
SS
Digital Marketing Executive
Retail
Small-Business (50 or fewer emp.)
Guest users or non-business users of the software, not included in G2 scores.
"2months experiance"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Cristopher F.
CF
Intake support
Small-Business (50 or fewer emp.)
"User-Friendly and Simple to Use"
What do you like best about Apptivo?

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

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. Review collected by and hosted on G2.com.

ZK
Business Systems Manager
Small-Business (50 or fewer emp.)
"Great system"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nick O.
NO
Boss' Son
Small-Business (50 or fewer emp.)
"The Chat support is extremely effective! Kal inparticular!"
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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Verified User in Manufacturing
UM
Small-Business (50 or fewer emp.)
"Pinssar's workflow with Apptivo"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

BC
Owner
Small-Business (50 or fewer emp.)
"Awesome CRM with Amazing support"
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 Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

I don't really have any dislikes about it. Been using it for years Review collected by and hosted on G2.com.

Verified User in Legal Services
UL
Small-Business (50 or fewer emp.)
"Apptivo customer service"
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! Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

The case management seems very complex to navigate. But people like Kal make it very easy to navigate. Review collected by and hosted on G2.com.

Dorcas R.
DR
Vice President Of Business Development
Small-Business (50 or fewer emp.)
"Quick and helpful support"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

AG
Manager
Mid-Market (51-1000 emp.)
"Quick Customer Service"
What do you like best about Apptivo?

The ability to change the templates to whatever fits our business the best Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

It does not connect with some of the other platforms we use Review collected by and hosted on G2.com.

JJ
Business owner
Small-Business (50 or fewer emp.)
"a cloud based business management platform that provides a suite of integrated"
What do you like best about Apptivo?

Because it’s scalable, enabling businesses to grow and expand without worrying about infrastructure limitations. Review collected by and hosted on G2.com.

What do you dislike about Apptivo?

Apptivo is a great asset to my business. Review collected by and hosted on G2.com.

Pricing Options

Pricing provided by Apptivo.

Lite

$20.00
1 User Per Month

Premium

$30.00
1 user Per Month

Ultimate

$50.00
1 user Per Month
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Apptivo Features
Customization
User, Role, and Access Management
Contact & Account Management
Opportunity & Pipeline Mgmt.
Task / Activity Management
Email Marketing
Lead Management
Case Management
Customer Support Portal