--- title: Apptivo Reviews meta_title: 'Apptivo Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 224 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: 224 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:** 224 ## 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. Applies the elements of multiple CRM and other apps in one. **Rating:** 3.5/5.0 stars **Reviewed by:** William B. | CEO, Executive Producer, Director, & On-Camera, Entertainment, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2017 **What do you like best about Apptivo?** Integration of Google and other CRM elements in one system. **What do you dislike about Apptivo?** It’s not compatible with Active PBX and Winmo. **Recommendations to others considering Apptivo:** Take time to customize in the beginning **What problems is Apptivo solving and how is that benefiting you?** Still learning ### 2. Good product, it is improving. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2017 **What do you like best about Apptivo?** It is simple, friendly to use, it is improving. **What do you dislike about Apptivo?** Some apps need polishing. Ie. Expense App is not good compared to other free apps in the market. The inventory needs polishing. **Recommendations to others considering Apptivo:** try it, several poeple and departments **What problems is Apptivo solving and how is that benefiting you?** Internal more efficient way to work better docs handling fast invoicing improved repository for contacts ### 3. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Frederick C. | Debt Collector, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2017 **What do you like best about Apptivo?** How I only one cloud system everything in one system **What do you dislike about Apptivo?** have to sign in all the time not easy to find in edge **Recommendations to others considering Apptivo:** I would **What problems is Apptivo solving and how is that benefiting you?** Marketing and invoices ### 4. Need an all in one CRM? **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2017 **What do you like best about Apptivo?** Everything on one platform and tied together. Only need to go to one site to get everything taken care of **What do you dislike about Apptivo?** Can be a tad slow to switch between modules and clunky. Would like a more modern and easy to navigate UI. **Recommendations to others considering Apptivo:** Review what is important to you and decide from there **What problems is Apptivo solving and how is that benefiting you?** Customer follow up, project management and invoicing as well as lead management ### 5. Unbelievably well priced and versatile **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2017 **What do you like best about Apptivo?** Integration with google apps gmail generally **What do you dislike about Apptivo?** Newsfeed and inability to turn it off - need to keep certain matters private! **What problems is Apptivo solving and how is that benefiting you?** Sales pipeline management ### 6. leading design and implementation **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2017 **What do you like best about Apptivo?** it seems simple and well structured. We are in the implementation stage and it is still difficult to comment fully. **What do you dislike about Apptivo?** I am stuck in development where our project has dragged and its costing them money and they pushed me to well intentioned but minimized resources **What problems is Apptivo solving and how is that benefiting you?** proper CRM marketing ### 7. Great CRM! Especially for Gmail **Rating:** 4.5/5.0 stars **Reviewed by:** Amethyst Aymie H. | Project Director, Program Development, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2016 **What do you like best about Apptivo?** I really enjoyed that it was recommended by google and that it integrates so well with gmail. I was able to import the email address that i already had in my gmail contacts. I LOVE the project management area. I have multiple projects active at a given time and being able to see them in the same place and my CRM is great! I wasn't able to use the help desk but i liked that it was readily available and it wasn't an extra cost. **What do you dislike about Apptivo?** When I was testing out the software I was having issues with uploading my client list i had exported as a csv. Some contacts weren't populating. Not sure if it was because i was missing an email address for the contact or if i had poor connection the few times i attempted. **Recommendations to others considering Apptivo:** The pricing is good (now) if you are the only one using it. I like that it also has a project management area and help desk and at no additional cost. These features help to keep everything organized. **What problems is Apptivo solving and how is that benefiting you?** Utilizing a CRM that integrated with gmail for our whole team and it was simple to use. I tested it for myself before deciding not to press forward. I realized that i liked having all of these features (CRM, help desk, project management) in one place instead of going to multiple companies. ### 8. Good CMS with a number of features **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Apptivo?** I like the use of the contacts and ability to access client info **What do you dislike about Apptivo?** Some limitations on the CMS - Need more ability for marketing tools **What problems is Apptivo solving and how is that benefiting you?** Constant contact with clients ### 9. User friendly and does the job for me **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2017 **What do you like best about Apptivo?** I like the automation from creation of quote to invoicing at the click of a button **What do you dislike about Apptivo?** The reporting functionality is a bit weak **What problems is Apptivo solving and how is that benefiting you?** Quotes, price books, invoiceshhoop ### 10. Best Online CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2017 **What do you like best about Apptivo?** Easy interface, understandable workflows, basic accounting knowledge is fine **What do you dislike about Apptivo?** Slow interface loading and cluttered interface **What problems is Apptivo solving and how is that benefiting you?** Less dependent on accounting professional ### 11. Apptivo **Rating:** 4.0/5.0 stars **Reviewed by:** Anish D. | Business Analyst, Management Consulting, Enterprise (> 1000 emp.) **Reviewed Date:** June 02, 2016 **What do you like best about Apptivo?** This is the most functional CRM I found with great customisation facility given to user. It is a bit tough to understand in one go but there are lots of videos and very good support available for your any issue faced. It is simple to customize and it has got great UI. It is ideal sort of tool to operate a small business. **What do you dislike about Apptivo?** The main problem we faced was the website speed and problem in uploading information of leads which turns as a great trouble sometimes but yes I can give 5 starts to the customer support they provide for each and every problem you face. Also, one problem I faced was, I was unable to rename the app customers. **Recommendations to others considering Apptivo:** if you are owing a small business and you want to operate your business with ease them this is an ideal tool for you. Its support is all time available to quickly solve your problem or at least to provide you support till the time your problem is solved. **What problems is Apptivo solving and how is that benefiting you?** We as a small company provides support and services to various clients. It helps us to find new leads and show our abilities that what all we have done. It is very easy to be customized as per your needs and it is simple to understand the customizing process once you talk to any customer service support guy. ### 12. Apptive CRM Review **Rating:** 4.5/5.0 stars **Reviewed by:** Bob N. | Founder, Building Materials, Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2016 **What do you like best about Apptivo?** It's a great and efficient CRM tool that requires very little effort to pickup and learn and is easy for integration amongst the staff. **What do you dislike about Apptivo?** I have no complaints or disslikes about apptivo, its great. **Recommendations to others considering Apptivo:** would definitely recommend this for small businesses looking for an effective crm tool. **What problems is Apptivo solving and how is that benefiting you?** We've used the apptive CRM for several Project Management and Invoicing applications quite effectively. ### 13. More than just a CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2015 **What do you like best about Apptivo?** Apptivo provides access to numerous apps for the same basic cost (CRM, Project Management, Product and Finance focused apps, etc.) It can be fitted to the specific needs of pretty much any company - designed for small businesses, it represents a close to an ERP solution, highly integrated, scalable, and cost conscious. What's also great is its customer support - a representative can be contacted at any time and it's always almost an instant support. Great CRM with even greater future potential as it continues to develop. **What do you dislike about Apptivo?** Replacing current homepage with a dashboard featuring key company figures and trends could be an improvement (KPIs, summary graphs). Along with improved analytics, API capabilities should be expanded, which I believe is going to happen over time in any way as they develop. **Recommendations to others considering Apptivo:** Give it a try, evaluate all features - depending on your specific needs, there is a high likelihood it will be able to meet it **What problems is Apptivo solving and how is that benefiting you?** Collaboration and integration. With a team working remotely from each other, we found this solution to be a perfect "virtual office space". ### 14. Perfect for my organisation. Apptivo support is second to none. So adaptable! **Rating:** 5.0/5.0 stars **Reviewed by:** Tony L. | Director, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2015 **What do you like best about Apptivo?** What's not to like? From the first step in my evaluation is was easy. No restrictions, brilliant support and willingness to help. The CRM is the product I was searching for and it is so customisable compared to others I have looked at. Like many, my requirements were unique and the thought of spending thousands on custom software just wasn't an option. The Apptivo support team are superb, responsive and stick around to complete the task. Nothing is a challenge for them and they have exceeded all expectations. Value, features, support...it's all there. Try it...you have so much to gain and nothing to lose. **What do you dislike about Apptivo?** Initially I thought there was a lack of documentation, but the help videos and answer pages are a great resource. When it came down to it, the online support was immediate and solved my need need for paperwork...which I later found. **Recommendations to others considering Apptivo:** Just setup a trial and see what's possible. Watch the Apptivo videos, they're informative and relevant. See it in action and experience how simple it can be. Cost effective and scales with the growth of your business. The best part, if you get stuck or have a query...they're always there to help immediately. I have never had to wait for answers. **What problems is Apptivo solving and how is that benefiting you?** As a charity using a variety of old legacy systems, our need was great for a more efficient way of managing our organisation and virtually no budget to achieve this, Apptivo was a lucky find! Our initial objective was to find a way to manage our contacts better but with the CRM being so customisable and the extensive list of other applications available, the list of benefits are yet to be realised fully. We started with Customer management and will implement invoicing and event management soon through the other apps available to us. ### 15. Does exactly what you want logically and easily **Rating:** 5.0/5.0 stars **Reviewed by:** Richard S. | Managing Director, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2015 **What do you like best about Apptivo?** Integration into Google apps for Works is one of the most comprehensive I've come across. Many other cloud based CRM software products are either very limited in functionality or very expensive. Apptivo is both functionally rich and very affordable. Support is excellent unlike others. I have been in the IT business for 30 years and can reflect on using or implementing 12 different CRM systems. Some require heavy and costly customisation out of the box or many of the cloud solutions seem to be forever trying to up sell to the next addition to deliver basic usability. You get none of this with Apptivo. It is easy to use from day one, very malleable and keeps surprising me as I delve deeper into the system with its ease of use and great functionality. I liked it so much, I have become a reseller. Good work Apptivo **What do you dislike about Apptivo?** Very little so far, but if i find anything, I will report back **Recommendations to others considering Apptivo:** Go for it, is really is great value for money and works. If you are based here in the UK and need some assistance in setting it up call me, I can help **What problems is Apptivo solving and how is that benefiting you?** Apptivo runs my business from end to end. From website integration with my website for leads to managing sales opportunities, delivering projects, raising quotes orders and invoices. i can even raise invoices on my mobile phone. All this for $10 per month! ### 16. Excellent service!! **Rating:** 5.0/5.0 stars **Reviewed by:** Charles S. | B2B Medical Device and Healthcare Technology Copywriter/ Voice actor, Hospital & Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2015 **What do you like best about Apptivo?** First, the program is rather intuitive. But even more, when there is "ISH", Inevitable 'Stuff' Happens, their support team is online, responsive, and don't waste your time! Basically, a great program and great support service! **What do you dislike about Apptivo?** I have no blatant dislikes other than the fact this required field demands 40 characters! **Recommendations to others considering Apptivo:** It works! **What problems is Apptivo solving and how is that benefiting you?** Lead Generation. It helps me to organize the process. ### 17. Top Notch **Rating:** 5.0/5.0 stars **Reviewed by:** Eryn S. | Operations Manager, Executive Office, Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2015 **What do you like best about Apptivo?** First and foremost, customer service is awesome Application is easy and complete .My initial reason to checking this app out what because it is Google integrated. I can do everything from logging a call, creating a customer, to scheduling, attaching material allowing automating inventory, to suppliers, to invoicing. This is just a small taste to what you can do with the application. I use it for so much more! **What do you dislike about Apptivo?** The application's server is a little slow a times. This is the only con for me. **What problems is Apptivo solving and how is that benefiting you?** I literally am able to now group multiple departments into one software and cross reference. If wanted, I could work from home because it's web-base and continue on with my work. Though I take advantage of the billing and accounting this program provides, I solely, only use it. I use my information as a back up. Our A/P and A/R department uses a different program. ### 18. The best in class support.. Congratulations Apptivo and his team **Rating:** 4.5/5.0 stars **Reviewed by:** Jean Pierre M. | Founder and CEO, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2015 **What do you like best about Apptivo?** I loved the responsivness and the professionalism of Apptivo Team.. They are simply very professional and always supporting the best they can. As soon as you have understood how does the support works, you can relax and make sure you will get all the support you need.. If for any reasons they cannot solve the issue on the spot, they escalate in real time the issue to Engineering team and your interlocutor remains in line whith you while waiting their answer.. Guys you can be very proud about your support quality.. I do thank you very much.. **What do you dislike about Apptivo?** Screen the look and feel looks a bit old fashion **Recommendations to others considering Apptivo:** Too bad I cannot inetgrate automatcally an order in Apptivo (www.Trycelery.com ) **What problems is Apptivo solving and how is that benefiting you?** We are in a start-up mode and you can imagine how diffciult is it to trace and manage all activities with limited ressources. I sincerely believe Apptivo can support me in my stand alone organisation to manage all sales aspects at the beguinning.. Let see ### 19. Apptivo Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2015 **What do you like best about Apptivo?** Apptivo is Cloud based and more than a CRM. Apptivo is a complete small business suite of products at an inexpensive per user monthly price. Apptivo includes CRM, Project Management, Case Management, Billing etc., with seamless integration with Google Apps. **What do you dislike about Apptivo?** Being everything is integrated across the platform you need to have your workflows planned out prior to using the platform. I don't recommend diving in without any guidance. **Recommendations to others considering Apptivo:** I recommend Apptivo if you want a single platform to manage your business. If you prefer a best of breed approach Apptivo will have a lot of overlap. **What problems is Apptivo solving and how is that benefiting you?** We selected Apptivo when we started the business. We needed CRM, Billing, and Project Management tools to run the business and Apptivo provided everything we needed to get us up and running quickly. Being Apptivo is a Cloud based application we were able to start with a couple users and scale as we grew with no upfront expense. Apptivo was a great choice for us as a start up. Being everyone in the company has a need to use Apptivo, we had a common place to see the business activity. ### 20. Kani did an Amazing Job!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2015 **What do you like best about Apptivo?** I'm just very happy that we can screen share so it's easier to see what questions and how and where to go so I can get my questions answered! The patience and the desire to help me get all my questions answered is very cool!!! **What do you dislike about Apptivo?** It would be helpful maybe sometimes to talk...but no biggy **Recommendations to others considering Apptivo:** It's really Awesome **What problems is Apptivo solving and how is that benefiting you?** I've got a website yet the emails where going some where but I'm not sure where. I'm so excited it's going in Apptivo now!! ### 21. Apptivo ERP Review **Rating:** 4.0/5.0 stars **Reviewed by:** Aaron D. | Co owner of GARAGEgenius, Automotive, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2014 **What do you like best about Apptivo?** I love the way Apptivo uses a very familiar Icon/App method to deliver a very powerful software package. **What do you dislike about Apptivo?** In my business, I have many regular customers for whom I require scheduling and appointment booking. I think Apptivo can improve in this area. **Recommendations to others considering Apptivo:** Great starting point, may need more development if intending to grow a large enterprise. Awesome solution for smaller businesses. **What problems is Apptivo solving and how is that benefiting you?** I have an Automotive Mobile Mechanic business and I feel Apptivo is one of the easiest business accounting/CRM/ERP solutions available. I can spend more time working on my business. ### 22. The latest UI has been real good ! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2013 **What do you like best about Apptivo?** the Framework looks solid and supports features which are customizable which is loved by my team . Excellent customer support. **What do you dislike about Apptivo?** Looking forward to the new launch **Recommendations to others considering Apptivo:** Excellent SAAS business automation tool I have come across ! ### 23. Free Suite of Cloud Applications for SMBs **Rating:** 3.5/5.0 stars **Reviewed by:** Eugene C. | Partner, Venture Capital & Private Equity, Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2013 **What do you like best about Apptivo?** Apptivo is free to sign on, try, etc., with no credit card -- it literally takes a minute, and you're in. Apptivo offers a very broad range of product functionality, ranging from CRM to financials to project management, etc. **What do you dislike about Apptivo?** Trying to be all things in one solution is difficult. It's not as full-featured as SFDC for CRM **Recommendations to others considering Apptivo:** For CRM, I'd stick with Salesforce. However, Apptivo has ~40 different applications for free, so there's bound to be something in there that's useful, esp as everything is free. Apptivo also integrates with various services, so be sure to explore -- for example, the invoicing app integrates with paypal and google checkout ### 24. Decent CRM for Professional Services Small Business **Rating:** 1.0/5.0 stars **Reviewed by:** Erich R. | Co-founder & CSO, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** December 31, 2012 **What do you like best about Apptivo?** A decent tool for Time Tracking, Invoicing, Opportunity management. It essentially seems to be geared toward Professional Services organizations. Especially with features like Time Tracking, Invoicing, etc. I like the fact that these services are integrated and native to the application. **What do you dislike about Apptivo?** The opportunity management features, reporting, and searching definitely seem to be lacking as compared to Salesforce. The interface is clumsy and difficult to use. The app itself feels incredibly slow. **Recommendations to others considering Apptivo:** Use something tried and true like SFDC or Dynamics. ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+22%3A35%3A34+-0500&secure%5Bsession_id%5D=43a7a277-964f-4d6c-94b4-554c957965a0&secure%5Btoken%5D=e5bd3d91e5f34cc9d4cda7f4502537bfc4f9ce6209d949d64fa3e88e5e2ab7d9&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)