Apptivo 2026: Benefits, Features & Pricing

It is very easy to keep track of my clients, contacts, price estimates and invoices. Also very easy to make invoice based on estimates, etc. We are a small company but with multiple locations. Apptivo has been a great help managing all our customers, products, etc. data. One advise regardless of the software you chose: do your homework! I mean try to identify your current process, current data you have and how they are use throughout the whole sales process (from estimate to delivery to invoice). The clearer your process and data needs are, the easier it will be to start moving to this great software. Good luck!

The overall experience has been great! By building this project with the Apptivo team, we were able to update our claims system and member database system, which was 12 years old. We can now run reports, track membership dues, grants provided to the members, communicate, document, run checks, etc. This system is very robust, and that is what we asked of the Apptivo team. We are still working on the project and just launched our "go-live" in-house and are very happy with it so far.

Overall, the wide array of software modules and features contained within each have helped us reasonably well over the past couple years to centralize our product and client billing functions.

The onboarding team was wonderful and addressed every issue that came up. They were incredibly responsive and Apptivo delivered on all the features we wanted/needed. Apptivo is an absolutely critical part of our business at every level. From lead management, to sales and quoting, to implementation and onboarding of new customers. It is so much more than a CRM for us.

We needed a CRM system that really could be bespoke to our unique needs as an organisation. Having outgrown our previous CRM when it wasn't able to be flexible enough to grow with us, we needed to ensure that not only could be track engagements, manage contacts, track event participation -- as well as set up considerable amount of event triggers for email notifications and much more. The Apptivo team really never said "No, we can't do that". It was always a case of let's go away, see what we can do, and they came back with a solution. Very impressed with the support we received from Apptivo.

The more I learn, the more I love it!

Cloud-based product is easy to use from anywhere, including mobile device. We required significant system customizations and most were successfully implemented. While we have trouble resolving issues using Apptivo's general Tech Support chat function (probably due to our breadth of customizations), our PM and Apptivo's technical team always provide good support when we have issues to address!

We are software start up and needed a CRM to manage Leads, Contacts, Opportunities and track project implementation. Apptivo does all this. And if it does not do exactly what you want OOTB, Kamala and her team will customise it for you. The implementation support and customisation folks were easy to work with and understood our requirements. I was very impressed at the level of engagement and enthusiasm to get Apptivo customised to how we needed it to be.

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

After having been using Apptivo for a couple of months now, we can see that we made a good decision choosing Apptivo. The user team loves it and we are still exploring new ways to use it in its full potential. It is packed with lots of brilliant solutions.