--- 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: '2026-08-07' 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 Reviews ### 1. Nice App **Rating:** 4.0/5.0 stars **Reviewed by:** Teyona T. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2023 **What do you like best about Apptivo?** It's quite easy to use, handy for entering data **What do you dislike about Apptivo?** More edit functions for paragraph would be great **What problems is Apptivo solving and how is that benefiting you?** Synchronisation matter ### 2. Versatile CRM/ERP suite with great support that can grow with your business **Rating:** 4.5/5.0 stars **Reviewed by:** Marcel O. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2022 **What do you like best about Apptivo?** You can start small, e.g. with the CRM apps, and then add more apps while your business is growing. The tool offers many apps that cover almost all needs of a small to medium-sized company. It is highly customizable, e.g. customer specific fields can be added or removed, the layout can be adapted, and the print documents can be adjusted the ways you want them. It is even possible to setup your own apps within just a few minutes. Thanks to a really exceptionally good support you can do all of that yourself. Overall, the platform offers a good value to prize ratio. **What do you dislike about Apptivo?** While some of the older apps have become rather sophisticated and stable (e.g. CRM apps), newer apps have not yet reached the same level of stability. If you use the platform extensively and start to use some of the great features, to perfectionize your setup, you will most likely run into some issues. The behavior of the parametrization tools is not always the same throughout the different apps. **Recommendations to others considering Apptivo:** Apptivo should definately be on your shortlist **What problems is Apptivo solving and how is that benefiting you?** We use Apptivo as integrated CRM and ERP platform for sales funnel, quotes, supply chain management including inventory, order management, invoicing, contract management and customer service. We intend to add help desk features and email marketing in the near future. There are more apps for human resources (including expenses), finances and email campaigns etc. ### 3. So kind and helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2023 **What do you like best about Apptivo?** Karthick worked to make this meet our nnneds **What do you dislike about Apptivo?** I do not have enough experience yet to have an opinion. **What problems is Apptivo solving and how is that benefiting you?** We need a way to track participants in trainings we offer. We also want to track the participants. ### 4. Excellent Service and Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Allison G. | Speaker, Author, Business Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2022 **What do you like best about Apptivo?** Compared to other CRM's I find the customization unparalleled and the automation of moving from lead to opportunity to project very important. Everything is captured. **What do you dislike about Apptivo?** On the support pages - once you're in an article, there is no "search bar" so I constantly have to go back to the service home page - it's irritating and inefficient. Also, it doesn't seem to have a zapier integration, which is a bit problematic ultimately. I'm trying to figure out a way around that. **Recommendations to others considering Apptivo:** If you have a lot of variables to track with clients and want a one-stop-shop then Apptivo is a great choice. **What problems is Apptivo solving and how is that benefiting you?** I really need a system that tracks many client variables - while I won't use all 350 custom fields, I have so much to track to create a stress-free delivery for my services ### 5. Features of Apptivo CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Srimathy T. | Digital Marketing Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Apptivo?** Project Management - centralizes and manages the project information efficiently , Email Campaign - manages end to end campaign, Procurement, CRM - Align sales and marketing process **What do you dislike about Apptivo?** Need to improve their packages and apps., Support service insuficient **What problems is Apptivo solving and how is that benefiting you?** Can make and track phone calls Lead management Opportunity management Invoicing Supply chains and shipments Competitor management Products, goods and services Knowledge databases API and integrations Mobile apps ### 6. Easy to start using it instantly **Rating:** 5.0/5.0 stars **Reviewed by:** Brent K. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2021 **What do you like best about Apptivo?** Cloud Based. Fairly customizable. I am always able to get an agent through the embedded chat widget. It is like have a teacher or assistant sitting beside me all the time. **What do you dislike about Apptivo?** I find there is a little too much drill-down required when trying to find info. It would be nice if some things were only 1 click away instead of 3 or 4. BUT once I get comfortable knowing how to do things, it's not that bad. Just nit-picking here. **What problems is Apptivo solving and how is that benefiting you?** I'm able to easily get all clients, invoices and estimates in one place. Along with client-specific price lists and digital brochures and attachments are readily available. I'm no longer shuffling from a few different programs. Plus, since it is in the cloud, I can access all data from my phone, tablet or laptop anywhere. I no longer have to worry about hard drive crashed or stolen laptops !!! ### 7. My Review on Apptivo **Rating:** 4.0/5.0 stars **Reviewed by:** Bharath P. | Technical Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** January 15, 2022 **What do you like best about Apptivo?** Easy interface and access to the functions and can be customized according to our needs with good customer service they provide. **What do you dislike about Apptivo?** some of the features were difficult to customize and took time to implement otherwise all good. **What problems is Apptivo solving and how is that benefiting you?** It helped in one of our projects to increase sales and generate more leads and helped to get better customer exposure to our new project with the required customization feature ### 8. Best Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2021 **What do you like best about Apptivo?** Excellent customer service and able to reach out to them at any time of the day. All their staff are well trained and they go beyond to help our issues. The system is user friendly and easy to navigate. Thanks to Rajesh for helping me **What do you dislike about Apptivo?** Nothing which I can say about the apptivo **What problems is Apptivo solving and how is that benefiting you?** Contact merger. support is excellent. Thanks to Rajesh for helping me ### 9. Excellent Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** Michele L. | Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2021 **What do you like best about Apptivo?** I like the fact that help is a click away with their chat feature. Response time is great, the representatives are knowledgable, and they are always willing to work through the issue and are sure to confirm they've resolved your questions before ending the session. **What do you dislike about Apptivo?** There were a few features that we were looking for in our new CRM, and during the demonstrations it seemed they were easily configurable, out of the box, but we are learning that is not the case as we move through the implementation. **What problems is Apptivo solving and how is that benefiting you?** We are working on solving the "one source of truth" issue we have not had for our organization and have realized that Apptivo is very customizable and can fill the majority of our needs. ### 10. Apptivo CRM Review **Rating:** 4.5/5.0 stars **Reviewed by:** Colin D. | Owner Principal, Media Production, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Apptivo?** Scale-ability of the software suite. Easily adopt as few or as many plug-ins / apps as you see fit. I would easily describe Apptivo more as an 'ERP' than a 'CRM' as so many features are available. **What do you dislike about Apptivo?** Support can be a little lacking on occasion. Not a major drawback considering the pricing, but can be slow to respond on occasion. **Recommendations to others considering Apptivo:** Take time to understand the capabilities of the platform before beginning to use the platform for 'live' data. However you do not need to implement each and every section of the workflow. **What problems is Apptivo solving and how is that benefiting you?** Automated invoicing, proposal generation and prospect management, all within one interface. ### 11. Excellent Help From Tech Support Person - Rajesh **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher B. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Apptivo?** All of my questions are answered in real-time. When I connect with the on-line chat - I like that I can attach screen-shots. It makes it much easier. **What do you dislike about Apptivo?** I have no dislikes - I have been very pleased with everyone. **What problems is Apptivo solving and how is that benefiting you?** I am creating a client database with workflow. ### 12. Used to access database; worked well for my needs **Rating:** 4.5/5.0 stars **Reviewed by:** Esmeralda S. | IT Recruiter, Mid-Market (51-1000 emp.) **Reviewed Date:** September 03, 2021 **What do you like best about Apptivo?** Being able to access the database of contacts and editing their information easily **What do you dislike about Apptivo?** the interface was a bit confusing and not as clear as it could have been **Recommendations to others considering Apptivo:** Used a couple of CRMs previously. This one was better than most. The database/list of contacts is easy to access, and editing is fairly easy too. **What problems is Apptivo solving and how is that benefiting you?** Helped me to update my contacts information ### 13. It's great **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 15, 2021 **What do you like best about Apptivo?** Easy to use Customer service is excellent **What do you dislike about Apptivo?** I find that there a bit too much drill down required **What problems is Apptivo solving and how is that benefiting you?** We lacked a tool for our sales people to save their data, Apptivo solves this for us. ### 14. Great Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** Juan Carlos C. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2021 **What do you like best about Apptivo?** 24/7 Support and immediate attention to our inquiries **What do you dislike about Apptivo?** Sometimes the processes or difficult to find on my own **What problems is Apptivo solving and how is that benefiting you?** Lead procurement ### 15. Satisfied Onboarding **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2021 **What do you like best about Apptivo?** responsiveness of Velu. We asked a question and he had a solution right away **What do you dislike about Apptivo?** Wish the email sync could be done at admin level for all users **What problems is Apptivo solving and how is that benefiting you?** CRM coverage shortfalls ### 16. Just signed up **Rating:** 2.5/5.0 stars **Reviewed by:** Bill P. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2021 **What do you like best about Apptivo?** Fascinating platform - pick and choose whatever apps you need or would like. Right away I had an issue getting the Email app set up, but the support technician Rajash took control to find the problem(s) and corrected them. Too early to rate the program other than neutral. **What do you dislike about Apptivo?** At technician's request, I agreed to write a (positive) review, but he tried to walk me through the process, and I refused to cooperate while he was in control, despite his insistence. I even commented earlier in our conversation that I had noticed he personally had great reviews, and although he did a fine job, I suspect the reviews were somewhat exaggerated due to this unethical approach. **What problems is Apptivo solving and how is that benefiting you?** None yet. **Official Response from Apptivo Support:** > Hi Bill, Thanks so much for your review. We try to make sure that all of our customers have a great experience. Each individual requests feedback from the customer to know more about the help offered and ensure to provide assistance to the best of their abilities. We apologize for any inconvenience that we may have caused you this time when requesting it. Please feel free to connect with our online chat service and we look forward to hearing from you! ### 17. Good UI for Customize each business, Great Customer Support (5-star), Pricing + Feature: Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2021 **What do you like best about Apptivo?** *Report: Divert in Sales Funnel/ Column Chart/ Pipeline by Stage (include weighted) Performance Dashboard good 5 Star for report *Customer + Contact + Opportunity: 4-star, customize depend our idea CUSTOMISE - MULTIPLE FIELD TO ADD **What do you dislike about Apptivo?** *UI need to be modern like Pipedrive/ Insightly/ Zoho CRM Apptivo UI seem like spreadsheet customize, Developer please make it more beautiful PLEASE ADD "COMPLETED ACTIVITY BELOW EACH CUSTOMER APP TO EASY TO SEE" *UX: more than 10% - 20% clieck (basic requirement) - addin is depend on your setting **What problems is Apptivo solving and how is that benefiting you?** Customize with my Business: meet all 5-star Easy to edit and set up ### 18. Extremely flexible, though not always intuitive! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2021 **What do you like best about Apptivo?** We like the integration - and sometimes the possibility of integration. Retrieval is excellent. The best part of the process was working with the people who helped program for us at inception. **What do you dislike about Apptivo?** The interface is clunky, and it has been difficult for our team to become enthusiastic about its use. **What problems is Apptivo solving and how is that benefiting you?** We have hoped to use the project management more than we have to date; challenges have been related to Covid and internal uptake but when implemented, it should make project management a whole lot easier. We also hope to be able to collect data more efficiently for evaluation and analysis purposes, that too is delayed because of Covid but we anticipate it being very helpful, saving hundreds of hours. ### 19. Great Response Times **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2021 **What do you like best about Apptivo?** I like the customer support chat the best about Apptivo. Everytime I have a question, whether, it be on the user interface or technical like API questions and having different environments they are always quick to respond and available. **What do you dislike about Apptivo?** The API is a little lacking in functionality. Apptivo should update the API with more paths and better functionalities. **What problems is Apptivo solving and how is that benefiting you?** We are solving the problem of not having an in house reliable CRM. Apptivo has many capabilities and has an API, there are things that are not helpful to our business, but it is good for now. ### 20. Difficult question made simple **Rating:** 5.0/5.0 stars **Reviewed by:** Michael M. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2021 **What do you like best about Apptivo?** Flexibility and the ability to customize to my workflow. **What do you dislike about Apptivo?** A bit more complex than our needs so it's harder to navigate to make changes to workflows. **What problems is Apptivo solving and how is that benefiting you?** Reducing duplication of data entry across apps. ### 21. Chat feature - Very helpful staff **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2021 **What do you like best about Apptivo?** The representatives on the Chat are actual people, not chatbots, which is nice. They typically respond with a link to a web-based answer to your questions so you can refer to the screen shots and step by step instructions. However, today Rajesh did a screen share with me and showed me the correct way to set up IMAP - enormously helpful and it got the task completed for me. **What do you dislike about Apptivo?** The UX is clunky to me. Not very intuitive for new users like me. It's been time-consuming to learn the system. **What problems is Apptivo solving and how is that benefiting you?** Learning to use the platform and setup. ### 22. Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Leslie D. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2021 **What do you like best about Apptivo?** Great system. It helps me with my business so much. The people are knowledgeable and professional. I am very happy with Apptivo. **What do you dislike about Apptivo?** So customizable that I don't know where to go to fix things. **Recommendations to others considering Apptivo:** Apptivo is truly an all-in-one system that is fully customizable to meet any companies needs. **What problems is Apptivo solving and how is that benefiting you?** getting leads converted to clients. ### 23. Quick Response from Support Team - Issue Resolved!! Even on Weekend! **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsa A. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2020 **What do you like best about Apptivo?** How friendly and knowledgeable the Apptivo Support team is. I had an issue over the weekend that Rajesh was able to quickly resolve on my behalf via chat and screen share. Superb customer service. I would highly recommend business users to take advantage of the Apptivo multi-platform system for their new, expanding or large enterprise businesses. **What do you dislike about Apptivo?** No downsides. The Apptivo support team is fantastic! **What problems is Apptivo solving and how is that benefiting you?** Needed to set up multiple invoice templates for my various businesses and to update my sales forecasting pipeline. Issue was quickly resolved by Apptivo support team member Rajesh. ### 24. Interpret and manage your sales and business processes with Apptivo in a sophisticated way. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2020 **What do you like best about Apptivo?** Apptivo is a powerful tool that takes care of managing your sales, digital marketing that you carry out and among other strategies that this software covers, because it is an advanced system based on CRM, because it fulfills its programmed purposes in an incredible and effective way, with considerable speed, without excluding its fantastic support solution that it offers, to new users that register and integrate this platform into their business facilities, because it formulates excellent features, including its price for the start of use of its integral functionalities. **What do you dislike about Apptivo?** The integrated email client does not fulfill its basic functions that should be implemented, which means that part of their tasks, are not fully familiar with the automation's that should be integrated into these areas of software, being a problem as we can get to notice significant delays, decreasing the capacity of work performance and productivity that takes place in areas of digital development. **Recommendations to others considering Apptivo:** If you need a system based on the CRM, with which you can get to manage your most outstanding projects, it should be noted that this is the best option you could have in mind, as it offers very useful tools for the area of sales, as it also maintains a numerical control in the accounts of organizations, helping these departments to realize their operations based on accounting, without excluding that it is also ideal for areas dedicated to customer relations, as their progress and results of assistance are explicit. **What problems is Apptivo solving and how is that benefiting you?** We bought the installations of this software, for a need that we presented in our platform, which was to collaborate and speed up the processes within our department in charge of operations with e-commerce and digital marketing that we carry out frequently, without excluding that it is also used for the fields of technical support, fulfilling its purposes based on the CRM in a complete way, maintaining a qualitative and considerable order for the adequate preference that can be acquired, without excluding the guaranteed benefits, projected in labor changes. ### 25. Apptivo as a way to increase the growth of your small business. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2020 **What do you like best about Apptivo?** Apptivo is a peculiar system, because it is a software based on the basic CRM that a normal company can run without problems, without excluding that one of its internal characteristics, in its interface, is that it is programmed so that new users close to the server, can acquire a good knowledge of the software in general, with an excellent support that is idealized primarily for these beginner operators, to address their doubts about the functions of the application, being one of my favorite aspects regarding the subject. **What do you dislike about Apptivo?** The home screen that this software has designed, or better said as its user interface, claims to be the center of the application, mentioning that from a simple point of view, we can appreciate that in the subsections, most of them are defective due to the long time that this platform does not receive routine maintenance, accessing, that these categories, do not access correctly as they normally should. **Recommendations to others considering Apptivo:** It is an excellent software based on the basic CRM, with extensions or applications, which help to improve the work depends on the areas that we want to implement, as long as it maintains a prudent relationship to the subject, has programmed extraordinary tools that help manage different projects, for future benefits that can develop, not excluding that proceeds with an excellent support system for any doubt or some kind of help that any user can present, being a wonderful option for individual agencies or relatively small companies. **What problems is Apptivo solving and how is that benefiting you?** We bought Apptivo, to operate in our areas in relation to the customer and for the connectivity, which can be maintained with the marketing that we exercise frequently, as every company generalized in large scale sales, because we use this software to collaborate and speed up the processes within our department, including those who are in charge for the projects of new occurring idealizations, although it is a server based on the basic CRM, because it has been wonderful for us for certain advances in the areas dedicated to these labor movements, since it is easy to use, and we are satisfied that it has solved the needs that we will present later. ### 26. Apptivo customer support review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Broadcast Media | Mid-Market (51-1000 emp.) **Reviewed Date:** June 23, 2021 **What do you like best about Apptivo?** 24 hr customer support Naresh spent time on screen share to help solve my problem, which was much appreciated **What do you dislike about Apptivo?** Wish I could do screen share more often. **Recommendations to others considering Apptivo:** If customer support is important to you, this is the way to go. **What problems is Apptivo solving and how is that benefiting you?** managing my customer database ### 27. Apptivo Massive sales services and support for customers and employees. **Rating:** 4.0/5.0 stars **Reviewed by:** Donald C. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2020 **What do you like best about Apptivo?** This platform is an online CRM that allows you to manage your sales and carry out a more complete and effective marketing management. You can use a set of tools that provide great performance and greater productivity for the entire work team. You'll gain daily work fluency in addition to significant time savings, lead management, and more. It is very easy to use and its interface is clean and attractive and very organized. **What do you dislike about Apptivo?** We have nothing bad or negative to say from our experience with this platform, which has not provided tools and functions to obtain better marketing management, it has been very satisfactory to be able to have software available that really does work. **Recommendations to others considering Apptivo:** Very good CRM software really works, it is easy to use and its interface allows to obtain an incredible performance, you get functions and tools that allow you to carry out a more effective and fluid marketing, besides that your team has a more organized management and with a incredible time savings in a nutshell, greater results in less time, fully recommended. **What problems is Apptivo solving and how is that benefiting you?** Our company used Apptivo to carry out a more organized and effective marketing management, through the tools it provides and functions that are very easy to use and thus achieve our objectives, such as customer acquisition, our scope has grown and increased the retention of old customers, with an automated email system and campaigns we can keep customers updated and also interested in our products. Our sales have had a significant increase and our entire team is doing a more effective, fluid work and with incredible time savings. Thanks to all this and more, we can channel time for other areas of the company that require it. We make a good choice with this software. ### 28. Customer support is the BEST. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2021 **What do you like best about Apptivo?** Vignesh customer support executive sets the standard for her staff, professional, courteous and get it done. Thank You. **What do you dislike about Apptivo?** Not that I dislike , but it would be nice to be able to connect with my choice of customer support. **What problems is Apptivo solving and how is that benefiting you?** It is being able to provide all service-related functions while being mobile. ### 29. Great support from the back end **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2021 **What do you like best about Apptivo?** The backend team is responsible and helpful. Always try one step futher to help clients **What do you dislike about Apptivo?** take some time to configure the apps to meet the specific need **What problems is Apptivo solving and how is that benefiting you?** have all CRM, sales and project management under one ystem ### 30. Chat support is very reliable :) and the whole system is easy to navigate :) **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2021 **What do you like best about Apptivo?** Chat support, customize settings, master layout **What do you dislike about Apptivo?** there's no undo button however, there's a revision list :) **What problems is Apptivo solving and how is that benefiting you?** apptivo can manage multiple currency ### 31. Tech Support Good **Rating:** 5.0/5.0 stars **Reviewed by:** Dan W. | Sales Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2020 **What do you like best about Apptivo?** Rajesh in tech support was helpful and guided me to what I needed to know. **What do you dislike about Apptivo?** Nothing I can think of right now, it takes some time to learn all the features **What problems is Apptivo solving and how is that benefiting you?** Contact and sales management ### 32. Apptivo is a great tool for creating quick goals. **Rating:** 4.0/5.0 stars **Reviewed by:** Imbraim M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2020 **What do you like best about Apptivo?** This is a great friend software for those looking for a tool for effective task administration, and also a convenient application that helps you keep track of the schedule. I would certainly suggest that each individual fully recognize the program, because in Apptivo there are many beneficial functions that are often lost among a wide variety of other resources. **What do you dislike about Apptivo?** Some functions in email work erratically, depending on the section of the application you are in, in the default font, it will certainly be different from your initial organization. **Recommendations to others considering Apptivo:** My colleagues and I saw this tool as a powerful alternative to comparable programs that now exist on the market. Each department will certainly find useful functions for your team, which will greatly simplify the work with various tasks in a much shorter time. **What problems is Apptivo solving and how is that benefiting you?** With this tool, it is possible to assign tasks to group participants and check their ready execution together. The Apptivo can be used both on fixed tools on desktop devices and on mobile devices, which makes the surveillance procedure offered anywhere. ### 33. Rajesh Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2020 **What do you like best about Apptivo?** The system is complex and have all the functions. It is important to me to use just one system and not integrate many. There are many things to customise which is important. **What do you dislike about Apptivo?** App works slowly. Design of app is king of old-school. Navigation is complex and UI/UX could be better. Check reference of PandaDoc how nicely the Dashboard or adding fields work. Styling the ducument like invoice is a pain. No one has time to style every single field (it is nice as an option but there should be an option Select all and change styling. If you ever need a beta tester customer, you can count on us. If you'd need a creative support or UX help, please let us know too. We would be happy to engage. **Recommendations to others considering Apptivo:** Do it all App. **What problems is Apptivo solving and how is that benefiting you?** Setting up the account and adding important fields. ### 34. good responsive problem solving **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2020 **What do you like best about Apptivo?** quick service, screen sharing and ability to understand issue **What do you dislike about Apptivo?** Remote control of system would be helpful without Zoom but maybe this is more secure **What problems is Apptivo solving and how is that benefiting you?** multi-choice fields ### 35. Very helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2021 **What do you like best about Apptivo?** System and round the clock support rom the agents **What do you dislike about Apptivo?** Most things are helpful, but the length of the surveys / feedback are too long and not relevant to my interaction. **What problems is Apptivo solving and how is that benefiting you?** customizable documents all suited for the business. ### 36. Apptivo Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2020 **What do you like best about Apptivo?** They have excellent service support. They can spot the problem and resolve it in a short time of period. **What do you dislike about Apptivo?** They haven't add any new module in the system the last few years we are using it. **What problems is Apptivo solving and how is that benefiting you?** We have a better communication with our clients and sales people are more organize ### 37. Apptivo CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Troy R. | Martial Arts and Wrestling Mat Sales Eastern Region, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2020 **What do you like best about Apptivo?** the software is easy to use and can be customized to your needs **What do you dislike about Apptivo?** if you are looking for a robust CRM, this is it. no downsides **What problems is Apptivo solving and how is that benefiting you?** working on lots of customization to get the software to work the way we need it to. Rajesh has been very helpful making the updates. ### 38. Great Software and Value for the Cost **Rating:** 5.0/5.0 stars **Reviewed by:** Nicholas A. | Owner / Operator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2020 **What do you like best about Apptivo?** The apps integrate well with most of what I need on a day to day basis. Their support is great and has helped with several problems. The browser based interface along with the app are very easy to use as well. **What do you dislike about Apptivo?** Some of the email associations are a bit slow, but not much else. I would like it to have an integration with Wave that I use for invoicing, but not a major issue. **What problems is Apptivo solving and how is that benefiting you?** Staying organized day to day. It's a lot to manage products and clients without a CRM. ### 39. Great CRM for Small Business **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsa A. | Mortgage Loan Officer NMLS #1232643, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2020 **What do you like best about Apptivo?** The support team is very helpful in quickly addressing issues and considering feature requests suggestions from customers. I recently worked with Rajesh on an issue at 8:53PM EST. With a quick Zoom meeting screen sharing session, he was able to quickly identify and resolve the issue. The support team at Apptivo also have helpful visual aids and resource guides for every step available for configuring the Apptivo All In One CRM for our specific needs. **What do you dislike about Apptivo?** We are still testing out the phone system through Apptivo. incoming and Outgoing calls are crystal clear with no issues, but we are still going through our training session and working with the support team to address our learning curves and some standard feature requests that we hope to see on future updates. **What problems is Apptivo solving and how is that benefiting you?** The cost benefits and general ease of use of Apptivo has been beneficial to our company. At $10 per person per month, the various applications available through the Apptivo All In One system make this an affordable and robust CRM option. ### 40. For the value, Apptivo has been the perfect CRM solution for our medium sized manufacturing company. **Rating:** 5.0/5.0 stars **Reviewed by:** Derek E. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2020 **What do you like best about Apptivo?** The ease of modifying / customizing each app is very useful. The online chat support is good and takes care of 90% of needs. **What do you dislike about Apptivo?** When items get too technical, you are requested to reach out to another support area. No biggie, but you cannot take care of everything through the chat function. **What problems is Apptivo solving and how is that benefiting you?** The ability to reference customer communication is helpful versus searching through old notes and emails. The ability to capture opportunities and generate dashboards to get a high level view of your quote pipeline is also helpful. Gives a way to quickly share information to other teammates within the organization. Also allows you to better manage activities within those opportunities. ### 41. Apptivo is the web based project management tool allowing intuitive collaboration over projects. **Rating:** 4.5/5.0 stars **Reviewed by:** Sarah L. | Motion Graphics Artist, Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2020 **What do you like best about Apptivo?** Apptivo is project management software with great features such as Gantt charts, tracking, progress, task planning, scheduling, time tracking and many more features and functions. Apptivo software is very easy to organize that can easily assists us to help manage the projects and it is best software for any type of companies. We like Apptivo because it has a lot of important and useful options for everyday work. Also, it has various built-in templates, applications for measuring time, resources and metrics. Its entire feature gives all data about modern trends and level of stakeholders interest in the specific project. **What do you dislike about Apptivo?** The one of the biggest problem about Apptivo software is that this is best software for tasks and projects management but sometimes it cannot provide the best services in regarding communication phase and can't manage our system properly. We should say that it might be a little hard to understand for the beginners. This is not best for the task planning and also for task tracking also it takes a lot of time for recurring tasks. The one of the most important problem is that we can't make a follow up on our schedule or projects in a reliable way. **What problems is Apptivo solving and how is that benefiting you?** Apptivo software is a self-sufficient service which can assists us in any type of projects. Apptivo is the well-integrated tool that enables the promulgation of information within the company and so it allows us to quick and easy access to tasks and project information. Apptivo tool enables multiple updates and allows all users in the team to see the projects. Apptivo has the great collaborating and project management features because it is very effective and most useable software for multiple platforms. ### 42. Best for organizing projects in the most feasible ways. **Rating:** 5.0/5.0 stars **Reviewed by:** Chris M. | Senior Recruitment Consultant - Banking and Financial Services Accounting & Finance Practice, Enterprise (> 1000 emp.) **Reviewed Date:** February 15, 2020 **What do you like best about Apptivo?** Apptivo is the collaboration tool through which we can easily organised our projects online by sharing tasks information through chatting with each other. We are highly been able to easily keep track all of our progress and better manage the tasks workflow for any size of projects. Basically, we use Apptivo for storing information, usually manage the small projects , plan for jobs and collaborate with others. Apptivo has the ability to better execute projects tasks across with multiple teams members. Through this software, our pipelines of creating projects gets instantly better. **What do you dislike about Apptivo?** The one problem that we faced is that we can share our important projects tasks only to the specific people. Sometimes we cannot check everything that we have done as a project tasks and it’s tracking list because we can only create the one checklist. Hence, Apptivo is a great project and product management tool for coordinating, storing and sharing. **What problems is Apptivo solving and how is that benefiting you?** Apptivo has unlimited features, which makes so comfortable for us to create all projects tasks without any efforts. I can also automatically organise all my tasks and sharing the projects with anyone. Apptivo is the most famous project management tool in the market because it has the ability to provide the multiple facilities such as instant sharing of projects, faster files uploading. But I really must say about this project software is that it is the world’s best project management and tasks management tool. ### 43. A well refined and sophisticated tool for easy customer relations and management. **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan P. | Direct Recruiter - Technology & Operations, Enterprise (> 1000 emp.) **Reviewed Date:** January 23, 2020 **What do you like best about Apptivo?** Apptivo has vast range of tools and features to manage the businesses and projects in a sophisticated manner. We can easily handle different activities at a time in our organization which involves marketing, invoicing and business operations. It is quite user-friendly tool with an interactive and intuitive user interface allowing the professionals to adapt to this tool in easy way. We can operate our whole sales operation using this tool which lets us manage our inventories or interact with customers or clients in a quite convincing manner. **What do you dislike about Apptivo?** Although Apptivo has manage to outgrow in the market due to its professional expertise and well coordinated tools and features but there are some setbacks to it too. Its deployment stage in our organization took more time than usual and we have to seek out the help of vendors in order to get it arranged. We also had hard time in synchronizing this tool in a large group of working team which hinders different problems in our way of working or collaboration as a team. There are also some null integrations which don’t allow integrations to certain tool affecting our whole working procedures and team performances. **What problems is Apptivo solving and how is that benefiting you?** With the time being in using this tool , we have acquired multiple productive expertise allowing us to quickly operate and generate a whole series of efficient procedures. We can handle all the management tasks, the finance operations and effective sales and marketing. It has enabled us to achieve our goals in reliable ways. With its magnificent performance and interactive ways to compile tasks, it have made us to adapt and imply this tool in different sectors of our organization. Even I myself, have gain much numerous benefits from this tool which allows me to manage my team and overview the whole performance in quite an easy way. ### 44. Customer Service Assistance is Great! **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob B. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2020 **What do you like best about Apptivo?** Being able to import and export customer information. **What do you dislike about Apptivo?** Nothing that is too problematic. Everything works smoothly. **What problems is Apptivo solving and how is that benefiting you?** We are solving getting tasks done in a timely manner. ### 45. Quick fixing issue from Rajesh **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2020 **What do you like best about Apptivo?** When I have problem with the APPTIVO campaign template, Rejash responded very fast and helped me with the high priority as I told him that I need to correct it before email sending time. He is very kind to listen my problem and fix it immediately. **What do you dislike about Apptivo?** Some function in APPTIVO Campaign doesn't work. For example, when I select align center for my text, I see my text move to the center of the page but when I saved, it still places at the left. So, I need to change it by the source code instead which is not easy for me. **What problems is Apptivo solving and how is that benefiting you?** The button in campaign that I created from APPTIVO doesn't work in Outlook PC. It doesn't show as a button but show as a Link. While I check in Gmail and others, it shows as a button. So, I request Rajesh to fix the button to be visualized in Outlook PC. ### 46. Apptivo is a good CRM Rajesh is the best customer support agent. **Rating:** 4.0/5.0 stars **Reviewed by:** Taylor E. | Chief Operations Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2020 **What do you like best about Apptivo?** Lots of apps for a good price. Helpful customer service. **What do you dislike about Apptivo?** Sometimes things don't work the way I expect. **What problems is Apptivo solving and how is that benefiting you?** It helps my sales team track their work more efectively ### 47. Apptivo an application that significantly improves the quality of your work **Rating:** 4.0/5.0 stars **Reviewed by:** David C. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2019 **What do you like best about Apptivo?** Apptivo is a very useful application that uses chat as its main support. This flows excellently well in terms of navigation and adapts to our business, either directly or with flexible customization. I resolve inconveniences effectively in real time instead of waiting for replies by email. **What do you dislike about Apptivo?** Although Apptivo is very simple to use, the interface has failures in terms of implementation and guidance and there is no express coherence in some integrations with other platforms. In the same way, the contact data is sometimes restarted which I find very uncomfortable to perform this administration process once again. **Recommendations to others considering Apptivo:** We recommend this application so that all of you can significantly improve the way you do your work, in this way you will achieve excellent results taking into account that its price is much lower, the investment is insignificant and in return you will get a wonderful tool. **What problems is Apptivo solving and how is that benefiting you?** Some departments of our company have been using Apptivo to increase the organization. Particularly the marketing and sales department has been a pioneer in carrying out an optimal work with this application, since it has been an important part in the development of strategies, monitoring, projects and campaigns that commit us every day more with excellent functionality and its benefits . ### 48. Deciding on Apptivo **Rating:** 5.0/5.0 stars **Reviewed by:** Rocco D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2020 **What do you like best about Apptivo?** I like the format, ease of use, and easy navigation Apptivo offers. Also, Apptivo has a great support team and great online training webinars. **What do you dislike about Apptivo?** I haven't found any dislikes at this time using Apptivo. **What problems is Apptivo solving and how is that benefiting you?** I am using Apptivo as a CRM to keep track of my contacts for my professional speaking business. ### 49. Very powerful but easy to use CRM plus much more **Rating:** 4.5/5.0 stars **Reviewed by:** Bryan M. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2019 **What do you like best about Apptivo?** Like most other systems, Apptivo uses "Chat" as their primary support but for complex set-up or help their scheduled support is beyond what I experienced from others competing in this field. Having expert engineering help is critical for small to medium size operations who have internal staff customizing the system. **What do you dislike about Apptivo?** As with other cloud-based systems, the web-client can exhibit minor latency when switching between records or major modules. Limited pre-built integrations are always a challenge with these types of systems. Be sure to check with Apptivo Services to ensure any critical needs can be met. A one button "local back-up" would provide additional peace of mind. **What problems is Apptivo solving and how is that benefiting you?** Streamlined, real-time access to data is a game changer. This system has most of what any organization would need and options to add unique requirements and integrations. ### 50. Needed help with email campaigns **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2020 **What do you like best about Apptivo?** The support of Apptivo is generally very quick and helpful. I was having trouble with sending a campaign out, and they were able to quickly solve the issue I was having. **What do you dislike about Apptivo?** Some of the user interface seems built upon an older system. There are a few things I would change, however it's not a deal breaker. overall the system works well. **What problems is Apptivo solving and how is that benefiting you?** It's helping us communicate with our team more efficiently. It also helps us track our communication to clients and potential clients. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+10%3A26%3A51+-0500&secure%5Bsession_id%5D=4125ded2-1738-43cc-9553-a94b915ef497&secure%5Btoken%5D=dd983c77df4eb8e3df02b017490aed2980b8aa3d9404d51944cacdf6aa785e50&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)