---
title: Apptivo Reviews
meta_title: 'Apptivo Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 223 reviews by the users' company size, role or industry
  to find out how Apptivo works for a business like yours.
aggregate_rating:
  rating_value: 4.4
  review_count: 223
  scale: '5'
date_modified: '2026-08-09'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# 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** , noted for its responsiveness and detailed documentation throughout the implementation process. (33 reviews)
- Users commend Apptivo's **helpful support** , highlighting its responsiveness and detailed documentation that enhance the user experience. (20 reviews)
- Users appreciate the **ease of use** of Apptivo, praising its intuitive navigation and fast implementation. (18 reviews)
- Users value the **high customization ability** of Apptivo, allowing tailored solutions to fit their unique business processes. (14 reviews)
- Users value the **high customizability** of Apptivo, enabling tailored solutions for diverse business processes and needs. (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 with campaign setup and contact database differentiation. (11 reviews)
- Users find the **missing features** in Apptivo frustrating, lacking essential functionalities across modules and integrations. (11 reviews)
- Users experience **limited features** with Apptivo, facing inconsistencies and missing functionalities across different apps and platforms. (10 reviews)
- Users struggle with **integration issues** , facing compatibility problems and inefficiencies in their workflow management with Apptivo. (8 reviews)
- Users find **improvement needed** in documentation and integration simplicity, hindering efficient workflow across modules. (7 reviews)
- Contact Management (6 reviews)
- Not Intuitive (6 reviews)
- Limited Customization (5 reviews)
- Customization Difficulties (4 reviews)
- Difficult Customization (4 reviews)


## 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=9&section=pricing&secure%5Bexpires_at%5D=2026-08-09+04%3A23%3A02+-0500&secure%5Bsession_id%5D=31d0e2cf-13b8-4c74-b898-7006b45b8c5e&secure%5Btoken%5D=920d22f0aa2210ec2be9f824218efa38f8437e3a316444e83a76cac47a2d8f1b&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
- Contract/License Management

**Additional Functionality**
- Data Import/Export
- Estimating
- Timer
- Multi-Currency
- Customizable Reports
- Alerts/Notifications
- Reporting/Analytics
- Real-Time Updates
- Projections
- Customizable Fields
- Approval Process Control
- Mobile App
- Generative AI
- Activity Dashboard
- Billing & Invoicing
- Budgeting/Forecasting
- Resource Allocation & Planning
- Access Controls/Permissions
- Real-Time Notifications
- AI Copilot
- Summary Reports
- Reporting & Statistics
- Real-Time Data
- Automatic Time Capture
- Overtime Calculation
- Clock In/Out
- Productivity Analysis
- Multi-Language
- Employee Scheduling
- Employee Database
- Billable & Non-Billable Hours
- Usage Tracking/Analytics

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**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
- Workflow Management
- Knowledge Base Management
- Ticket Management
- Call Center Management
- Queue Management
- Inbox Management
- Support Ticket Management
- Email Management

**Tasks**
- Creation & Assignment
- Due Dates
- Task Prioritization
- To-Do Lists
- Dependencies
- Drag & Drop
- Real-Time Updates

**Bill Generation**
- Templates
- Digital Billing
- Recurring Billing
- Hourly Billing
- Contingency Billing
- Project Billing
- Multi-Period Recurring Billing
- Recurring/Subscription Billing
- Deferred Billing

**Generative AI**
- AI Text Summarization
- AI Image-to-Text
- Generative AI

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Projects**
- Planning
- Project Map
- GANTT
- Calendar View
- Views
- Templates
- Time & Expense
- Methodologies
- Project Time Tracking
- Bug Tracking
- Milestone Tracking
- Task Progress Tracking
- Activity Tracking
- Project Tracking
- Status Tracking
- Progress Tracking
- Agile Methodologies
- Sprint Planning
- Project Planning
- Release Planning
- Multiple Projects
- Multi-Department/Project
- Customizable Templates
- Project Templates
- Gantt/Timeline View
- Percent-Complete Tracking
- Reporting/Project Tracking
- Goal Setting/Tracking
- Time Tracking
- Traditional Methodologies
- Task Planning
- Traditional Methodologies

**Before the Job**
- Calendar
- Dispatch
- Roles
- Booking

**Bill Processing**
- Consolidation
- Batch Invoicing
- Management
- Compliance Management
- Purchase Order Management
- Document Management
- Email Management
- Client Management
- Dunning Management
- Master Data Management
- Refund Management
- Discount Management
- Sales Tax Management
- Subscription Management
- Recurring Invoicing
- Billing & Invoicing

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Time Tracking**
- Ease of Completing Timesheets
- Tracking Time to Project/Task
- Billable Time Rate Management
- Reimbursement Management
- Task Progress Tracking

**Resource Management**
- Resource Definiton
- Capacity
- Scheduling
- Task Scheduling
- Project Planning/Scheduling

**On the Job**
- Location
- Employee Communication
- Behavior Monitoring
- Client Notifications
- Field Sales
- Alerts/Notifications
- Real-Time Notifications
- Customizable Fields
- Multi-Location
- Payment Collection in the Field

**Integration**
- Accounting
- Payments
- ERP
- Mobile Payments
- CRM

**Agentic AI - Help Desk**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Client Invoicing**
- Invoice Creation and Delivery
- Electronic Payments
- Biometric Recognition
- Optical Character Recognition

**Project Monitoring**
- Baselining / KPIs
- Resource Allocation
- Activity Dashboard
- Activity Dashboard

**After the Job**
- Reports
- Analytics
- Billing & Invoicing
- CRM Integrations
- Accounting Integration
- QuickBooks Integration
- Third-Party Integrations
- Customizable Reports

**Agentic AI - Billing**
- Autonomous Task Execution

**Additional Functionality**
- File Encryption
- Reporting & Statistics
- Alerts/Notifications
- Contact Database
- Third-Party Integrations
- AI Copilot
- File Sharing
- Purchasing & Receiving
- Multi-Language
- Activity Dashboard
- Customizable Invoices
- Real-Time Reporting
- Credit Card Processing
- Quotes/Estimates
- Fraud Detection
- Real-Time Data
- Generative AI
- Dynamic Pricing
- Credit Note
- Duplicate Detection
- Invoice History
- Reminders
- Billing Portal
- Accounting Integration
- Backup and Recovery
- Customizable Branding
- Bulk Send
- Invoice Creation
- Time & Expense Tracking
- API
- Customizable Reports
- Projections
- Multi-Currency
- Event Logs
- Invoice Processing
- Automated Receipt Matching
- Tax Calculation
- Payment Processing
- Data Import/Export
- Real-Time Analytics
- Client Portal
- Email Reminders
- Mobile Access
- Bank Reconciliation
- Transaction History
- Customer Accounts
- Customizable Fields
- PCI Compliance
- Audit Trail
- Multiple Payment Options
- Self Service Portal
- ACH Payment Processing
- Third-Party Integration
- Payment Tracking
- Batch Processing
- Approval Workflow
- For Small Businesses
- Tax Compliance
- Workflow Automation

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Communication Channels**
- Customer Portal
- Email to Case
- Chat/Live Support
- Social Integration
- Voice
- Video Chat

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - Field Service Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Additional Functionality**
- Work Order Management
- Checklists
- Maintenance Scheduling
- Parts Management
- Service History
- Residential Properties
- Vendor Management
- Customizable Forms
- Purchase Order Management
- Mobile Access
- Dispatch Management
- Task Scheduling
- Calendar Management
- Asset Tracking
- Technician Management
- Status Tracking
- API
- Document Management
- Job Management
- Preventive Maintenance
- AI Copilot
- Real-Time Reporting
- Commercial Properties
- Real-Time Data
- Historical Reporting
- Contract/License Management
- Customer Database
- Barcode/Ticket Scanning
- Activity Dashboard
- Facility Scheduling
- Workflow Management
- Inspection Management
- Inventory Management
- Predictive Maintenance
- Routing
- Forms Management
- Chatbot
- Documentation Management
- File Storage
- Electronic Signature
- Self Service Portal
- Service Level Agreement (SLA) Management
- Personalization and Recommendation
- Resource Allocation
- GPS
- Reporting & Statistics
- Drag & Drop
- Quotes/Estimates
- Scheduling
- CRM
- Online Time Clock
- Workforce Management
- Activity Tracking
- Contact Database
- Productivity Analysis
- Prioritization
- Customizable Branding
- Price and Cost Calculations
- Performance Management
- Equipment Tracking
- Data Capture and Transfer
- Time Tracking
- Data Synchronization
- Secure Data Storage
- Location Tracking
- Route Optimization
- Offline Access
- Real-Time Updates
- Collaboration Tools
- Chat/Messaging
- Knowledge Management
- Electronic Payments
- Customer History
- Inventory Control
- Performance Metrics
- Project Management
- Client Portal
- Driver ETA
- Job Tracking
- Automated Scheduling
- Customer Management
- Reminders
- Work Order Creation
- Equipment Maintenance
- Data Import/Export
- Search/Filter
- Recurring Appointments
- Contractor Management
- Access Controls/Permissions
- Workflow Automation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Agentic AI - Project Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- File Transfer

**Additional Functionality**
- Backlog Management
- API
- Retrospectives Management
- Task Management
- Access Controls/Permissions
- Supports Scrum
- Team Management
- Kanban Board
- Request Management
- Commenting/Notes
- Charting
- @mentions
- Planning Tools
- Projections
- Collaboration Tools
- Calendar Management
- Email Management
- Project Workflow
- Deadline Management
- Role-Based Permissions
- Alerts/Notifications
- Reporting & Statistics
- Customizable Fields
- AI Copilot
- Resource Management
- Workflow Management
- Template Management
- Negative Feedback Management
- Data Import/Export
- File Management
- Assignment Management
- Progress Reports
- Budget Management
- Real-Time Reporting
- Real-Time Notifications
- Requirements Management
- Search/Filter
- Issue Management
- Document Management
- Release Management
- For IT Project Management
- Product Roadmapping
- Change Management
- Mobile App
- Portfolio Management
- Testing/QA Management
- Billing & Invoicing
- Risk Management
- Web-based Deployment
- Idea Management
- Client Portal
- File Sharing
- Version Control
- Availability Management
- Productivity Analysis
- Multi-Channel Communication
- Forecasting
- Key Performance Indicators
- Remote Support
- Predictive Analytics
- Tagging
- Feedback Management
- User Management
- Network Diagram
- Project Management
- Document Storage
- Visualization
- Customizable Reports
- Time Clock
- Reminders
- Daily Reports
- Configurable Workflow
- Roadmapping
- Iteration Management
- Timeline Management
- KPI Monitoring
- For Small Businesses
- Chat/Messaging
- Messaging

**Mobile Time Tracking**
- Project Time Tracking
- Expense Tracking
- Progress Tracking
- Activity Tracking
- Time Tracking by Client
- Project Tracking
- Billable Items Tracking
- Attendance Tracking
- Vacation/Leave Tracking
- Project Time Tracking
- Leave Tracking
- Budget Tracking
- Online Time Tracking
- Offline Time Tracking
- Location Tracking

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Administration**
- Business Tool Integration
- Workflow
- Automated Reminders
- Policy Compliance Management
- User, Role, and Access Management
- Timesheet Management
- Payroll Management
- Employee Management
- Invoice Management
- Calendar Management
- Workflow Management
- Task Management
- Mobile Access
- Mobile Access
- Workflow Management
- Compliance Management

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Platform**
- Reporting
- APIs / Integration
- Internationalization
- Performance and Reliability
- Mobile User Support
- Accounting Integration
- QuickBooks Integration
- Real-Time Reporting
- Third-Party Integrations
- Payroll Integration
- Accounting Integration

**Platform**
- Mobile User Support
- Customization 
- User, Role, and Access Management
- Third-Party Integrations
- Reporting
- Activity Dashboard
- Mobile Access

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

**Additional Functionality**
- Automated Routing
- Chatbot
- Reporting & Statistics
- Autoresponders
- AI Copilot
- Real-Time Monitoring
- CRM
- Gamification
- Conversation Intelligence
- Customizable Fields
- Surveys & Feedback
- Key Performance Indicators
- Collaboration Tools
- Multi-Channel Communication
- Voice Recognition
- Live Chat
- Task Automation
- IVR
- Language Detection
- Multiple Data Sources
- Predictive Analytics
- API
- Alerts/Escalation
- Data Security
- Interaction Tracking
- Prioritization
- Secure Data Storage
- Macros/Templated Responses
- Performance Metrics
- Single Sign On
- Mobile App
- Reporting/Analytics
- Access Controls/Permissions
- Email Templates
- Real-Time Notifications
- Automated Responses
- Data Import/Export
- Personalization
- Workflow Automation

## 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)
  - [Creatio](https://www.g2.com/products/creatio/reviews) - 4.6/5.0 (315 reviews)