About Apptivo

Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM) applications provide modules for contact management, lead management, opportunity management and customer service ticket management. Marketing applications include campaign management, lead segmentation and loyalty management. Businesses can select necessary applications and omit applications they do not need. Other applications include expense reports, license and insurance tracking, sales planning and territory management, cash management and budgeting. Users can access Google app integrations for Drive, Calendar and Tasks, and mobile apps are a...

Apptivo Pricing

Starts at just $8 per user/ Billed annually. - comes with 18 Apps, 100 Custom Fields Per App 25 Workflows 8 Custom Dashboards 3rd Party Service Integration 24x7 Support

Starting price: 

$8.00 per month

Free trial: 

Available

Free version: 

Available

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Sales Stages - Apptivo lets you track your opportunities to close the deals based on your sales stages , also you find reasons in the loss analysis on how some of your opportunities are lost.

Apptivo User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4.5

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 652 reviews

Liam

Company size: 2 - 10 employees

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

August 2021

Apptivo

Marisela

Verified reviewer

Time used: More than 2 years

Review Source: GetApp

4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

November 2016

Customer Support is very Responsive

Our business started Apptivo when we were quite small, and there were several issues with the program when we first began using them. The support at Apptivo is awesome, every time that we have a difficulty using any of the programs feature, they have gotten back to us within hours or sometimes days. The recent issue with using their Ledger App took a bit longer to resolve but we enthusiastically appreciate their dedication to resolving the issues, and how thoroughly they did resolve it. The features we use most often include: Emailing Invoices and Estimates, keeping track of our Finances with their Ledger App, and keeping track of correspondence with Clients. There are some many other features to the program including tracking Inventory, tracking Accounts with Suppliers, and creating Projects with clients/collaborations with other professionals just to name a few. I will continue to use and support the Apptivo program. They continue to grow and offer more features, clearer and efficient options for tracking the growth of our business as it continues to grow!

Pros

Easy to use features - Sending out invoices - Receiving payments and notifications - Receving Emails and Client feedback - Tracking client info - Reviewing, Updating, and tracking Inventory and Accounts Payables. There are many other features but these we use in general.

Cons

Some errors with Invoices through paypal that require the client to input the info more than once, especially when there is Updates to the program. This has happened on some occasions, but is no longer an issue that we experience.

Lori

Company size: 2-10 employees

Industry: Research

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

August 2022

Great Product

Overall, this product has streamlined and simplified the way we do business, contact our clients, and regulate their access to data.

Pros

Apptivo CRM is very user friendly. It is also very flexible so it can suit your business the way you do business

Cons

If I feel like there is something missing, I can report it to Apptivo and they usually put it in their pipeline and add it to the software.

Reasons for choosing Apptivo

Apptivo was customizable and easier to use than the others. The price point was also better for us which was huge!

Lisa

Company size: 51-200 employees

Industry: Information Technology and Services

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
3

Value for money

out of 5
4

Customer support

out of 5
3

Functionality

out of 5

September 2022

Apptivo Review from Recruiting

The team we worked with at Apptivo was very responsive. They met their commitments on time. They have been a pleasure to wrok with.

Pros

Working with the Apptivo team to move our data from Sugar to Apptivo was a good experience. I haven't used the software enough to comment on what I like most about it.

Cons

I wish it was more of an applicant tracking system. I need to be able to search on Tags.

Reasons for choosing Apptivo

I don't know.

Reasons for switching to Apptivo

Sugar is outdated and we had only a couple of ways to access it.

Tiphanie

Company size: 5,001-10,000 employees

Industry: Electrical/Electronic Manufacturing

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

August 2022

Good value for your buck

Apptivo team was great through and through. They are responsive and efficient, they are able to customize the tool to your wish. The overall experience has been great so far. We will need more time of use to really make the best of it.

Pros

Apptivo is very easy to use compared to our previous solution. From an admin point of view, you don't really need a tech guy to maintain the tool. It is fast to load, the information is readily available and the support team is super responsive. On top of that, it is very inexpensive compared to other software. Let's see how it goes going forward :)

Cons

For now, I would say the layering is a little strange. It works in columns so when you want your opportunity page in a certain way, it is a bit difficult to organize. But so far, not much more than this.

Reasons for choosing Apptivo

Mainly for the price and the fact that it offered all that we need from a CRM point of view, if not more. Also, the ease of configuration for a non-tech person was a major factor.

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