--- title: "Apptivo Software Reviews, Demo & Pricing - 2026" description: "Review of Apptivo Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/apptivo-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Apptivo Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/apptivo-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/apptivo-profile/alternatives/) # Apptivo Review From $15-$40/month Free trial 4 plans Wondering if Apptivo is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pros and Cons - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Apptivo 4.4 [(708)](https://www.softwareadvice.com/crm/apptivo-profile/reviews/) Pricing Starting at $15.00 per user per month ### 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 also available. Pricing is per user per month, billed annually. Wondering if Apptivo is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## Apptivo User Interface ## Popular Apptivo Alternatives Main Product Apptivo 4.4 [(708)](https://www.softwareadvice.com/crm/apptivo-profile/reviews/) Ratings Breakdown - 4.17Ease of use - 4.66Value for money - 4.72Customer support - 4.29Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(1003)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.99Ease of use - 4.16Value for money - 3.97Customer support - 4.28Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) 4.7 [(150)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.64Value for money - 4.65Customer support - 4.65Functionality Pricing Starting at $40.00 per month Get Price Alternative Product [Agile CRM](https://www.softwareadvice.com/product/6827-Agile-CRM/) 4.1 [(525)](https://www.softwareadvice.com/product/6827-Agile-CRM/reviews/) Ratings Breakdown - 4.04Ease of use - 4.13Value for money - 3.95Customer support - 4.11Functionality Pricing Available upon request Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18807)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Salesforce Starter](https://www.softwareadvice.com/product/82914-Salesforce-Starter/) 4.4 [(226)](https://www.softwareadvice.com/product/82914-Salesforce-Starter/reviews/) Ratings Breakdown - 4.04Ease of use - 3.97Value for money - 4.08Customer support - 4.22Functionality Pricing Starting at $25.00 per month Get Price ## Apptivo Pros and Cons We analyzed 708 verified reviews for Apptivo to find out what actual users really think. Select to learn more Responsive And Patient Support Team Apptivo offers highly responsive customer support, with knowledgeable staff who assist users through setup, troubleshooting, and customization. The team is patient, quick to address issues, and accessible via multiple channels, making it easy for users to get help and adapt the software to their business needs. Intuitive And Simple Navigation Navigating Apptivo is straightforward, with a user-friendly interface and clear menus that make adoption easy for individuals and teams. Users find it simple to learn, adapt, and manage daily tasks, with helpful FAQs and resources that support a smooth onboarding experience. Affordable And Flexible Plans Apptivo provides strong value for money, offering a wide range of features at a low cost. Flexible pricing options, free apps, and scalable plans allow businesses to start small and expand as needed, making it accessible for startups and growing companies alike. Slow Loading And Laggy Response Apptivo can be slow to load screens, switch between sections, and process updates. Users experience noticeable lag, sluggish website performance, and delays in refreshing or uploading information, which can interrupt workflow and reduce overall efficiency. Limited And Unreliable Email Syncing Email integration in Apptivo presents frequent issues, including unreliable syncing with platforms like Gmail and Outlook, confusing setup, and missing features. Users struggle with lost emails, slow template creation, and limited automation, making email management inefficient. Outdated And Confusing Design The user interface in Apptivo is often described as outdated and visually unappealing, with a layout that can be confusing and difficult to navigate. Users report challenges with documentation, repetitive tasks, and a lack of intuitive controls, especially for new or inexperienced users. ## Apptivo Pricing and Plans Starting price: $15.00 per month Free Trial Free Version Lite $15.00 per user, per month Plan includes: - 100 Custom Fields Per App - 18 Apps - 24 X 7 Support - 25 Workflows - 3rd Party Service Integration - 8 Custom Dashboards Premium $25.00 per user, per month Plan includes: - 24 X 7 Support - 250 Custom Fields Per App - 25 Custom Dashboards - 3rd Party Service Integration - 46 Apps - 75 Workflows Ultimate $40.00 per user, per month Plan includes: - 150 Workflows - 24 X 7 Support - 350 Custom Fields Per App - 3rd Party Service Integration - 50 Custom Dashboards - 57 Apps Enterprise Pricing available upon request Plan includes: - 100 Custom Dashboards - 24 X 7 Support + SLA + Account Manager - 300 Workflows - 500 Custom Fields Per App - 65 Apps - Custom Integration Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Apptivo Features - Popular features found in CRM Calendar Management Customer Journey Mapping Email Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Segmentation Task Management Territory Management Workflow Management - More features of Apptivo Activity Dashboard Activity Tracking Alerts/Notifications API Automated Routing Calendar/Reminder System Calendar Sync Call Logging Campaign Management Client Management Communication Management Contact Database Contact Management CRM Customer Complaint Tracking Customer Database Customer History Customizable Fields Customizable Reports Customizable Templates Dashboard Data Import/Export Data Security Deal Management Document Storage Drag & Drop Email Marketing Email Templates Forecasting For Financial Institutions For Insurance Industry For iPad Devices For Small Businesses For Startups Insurance Management Interaction Tracking Internal Chat Integration Knowledge Base Management Knowledge Management Lead Capture Lead Distribution Lead Generation Lead Management Lead Qualification Lead Segmentation Live Chat Marketing Automation Mobile Access Mobile App Multi-Channel Communication Opportunity Management Pipeline Management Pipeline Reports Referral Tracking Reminders Reporting & Statistics Role-Based Permissions Routing Sales Forecasting Sales Reports Sales Trend Analysis Search Search/Filter Self Service Portal Support Ticket Management Templates Third-Party Integrations Ticket Management ## Apptivo Integrations Xero Integration rated undefined from -1 review WordPress Integration rated undefined from -1 review Stripe Integration rated undefined from -1 review Slack Integration rated undefined from -1 review QuickBooks Online Advanced Integration rated undefined from -1 review Operations Hub Integration rated undefined from -1 review See all 20 integrations ## Apptivo User Reviews ## Apptivo customer ratings - Overall rating: 4.4/5 - Total reviews: 708 ### Rating distribution - 5 stars: 391 reviews (55%) - 4 stars: 252 reviews (36%) - 3 stars: 51 reviews (7%) - 2 stars: 9 reviews (1%) - 1 star: 5 reviews (1%) ### Secondary ratings - Ease of use: 4.2/5 - Value for money: 4.7/5 - Customer support: 4.7/5 - Functionality: 4.3/5 --- ### Apptivo for SMEs - Overall rating: 5/5 - Reviewer: Olivier v. - Verified reviewer: Yes - Industry: Education Management - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2020 - Review source details: This review was submitted organically. No incentive was offered 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! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Very easy to use, very easy to customize, affordable, fantastic support! #### Cons Hard to say... I like it all. If I had to say one, it would be calendar, which I am not using, as I am already using a Google calendar. --- ### SDFRA Review of Apptivo - Overall rating: 5/5 - Reviewer: Marisa N. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: February 2021 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The most impactful feature of the Apptivo app is the administration and membership portal access. We have approximately 1,300 that will be utilizing this application. The membership side product is very straightforward; thank you to the Apptivo team for allowing our team to provide our feedback and fix any issues quickly for us to test. The integration of the new system was very smooth and almost seamless during the transition. #### Cons Our system was custom built to meet our needs. We would like to see specific items more automatic, and the Apptivo team is still working on making these features in for us. #### Reasons for choosing Apptivo We chose Apptivo because their customer service stood out to our organization. From the start, the Apptivo team has been great at communicating with our team and meeting our expectations for this project build. #### Reasons for switching to Apptivo The old system that we had been using is out-of-date and around 12-years-old. There were many glitches, and it did not allow for updates to be made. We were unable to track membership dues, and many members had fallen off without our knowledge. Our reports were minimal and not what we currently need. --- ### Exceptional assistance from Gowmi on recent invoice generation issue - Overall rating: 5/5 - Reviewer: Dave C. - Verified reviewer: Yes - Industry: Computer & Network Security - Company size: 11-50 employees - Product usage: Used unspecified for more than 2 years - Reviewed: August 2019 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Wanted to give a special thank you to Gowmi, who walked us through - and promptly adjusted templates for us relating to - a specialized case in the creation and sending of a partial payment invoice. We depend on Apptivo for most CRM functions, but we often have special case situations that need a deeper dive - and the present case was one of those. Gowmi took all of the time necessary to view my screenshots and descriptions, research the underlying problem, make changes to the templates we were using, and answered all of my follow-up questions. The problem was resolved in a timely manner, and we got the right information to our client as a result. What more can you ask for? Gowmi, thank you very much again! #### Cons We are into our 3rd year using the paid version of Apptivo. Over this period of time, we've had a moderate number of chat-based technical support issues that we've tried to resolve. Unfortunately, I've learned that if it gets to the point where the tech support team member is compelled to write a support ticket after exhausting their own team's resources, we typically never hear back again as follow-up to the ticket generation. Beyond that, admin users do not get the benefit of seeing any kind of "Your current open support tickets and progress" page that would give us some reassurance that tickets were actually being worked on by the senior support and developer teams. This has been a significant Achilles' heel in an otherwise very functional platform. #### Reasons for choosing Apptivo NetSuite failed (refused) to provide a free trial period of the live product without a sales support person escorting us along the way. This type of independent trial is very important for us, and we are not trying to abuse the generosity of companies who extend such trials in the normal course. Apptivo not only provided a 30-day trial, they willingly extended it for another 30 days to help us complete our evaluation. --- ### Exceeded Expectations - Overall rating: 5/5 - Reviewer: Gina M. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used weekly for less than 2 years - Reviewed: August 2021 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The onboarding team made sure all of our data was transferred over as we expected and they made everything so easy for us. It is really feature complete so we were able to eliminate multiple other systems and consolidate so it is easier for all staff involved. #### Cons The Outlook integration has had some trouble with calendar appointments that we had to work through. #### Reasons for choosing Apptivo Apptivo is incredibly feature complete and they are more cost effective and support their own product so we can make changes ourselves and also reach out to their support team for help if we need it. It was the best fit for our business by far. #### Reasons for switching to Apptivo We were going to need to spend a lot to re-vamp some processes and it is all consultant based with Dynamics so we decided to look around at other options. Apptivo was by far the best fit for us. It is less costly and easier for us to maintain ourselves. Support and onboarding with Apptivo is top notch. --- ### Designed for us - Overall rating: 5/5 - Reviewer: Heath B. - Verified reviewer: Yes - Industry: Food & Beverages - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: July 2021 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Apptivio was already a full-featured product when we identified it as a suitable replacement for our existing CRM system, which we'd outgrown as an organisation. The ability to further customise it to our specific needs, through the support of their friendly, professional services team, guaranteed that it would tick all of our boxes. We're still finding new things to use Apptivo for, and it's great to have all of these features in one product which integrates with our Office suite. #### Cons We heavily customised what the product is capable of, syncing it with our Xero accounting package as well as Office 365. This took considerable effort on the part of Apptivo's support teams -- not a complaint by any means though. #### Reasons for choosing Apptivo The incredible amount of features and capabilities present within the Apptivo ecosystem as well as the ability to really make it our own. --- ### Learning and loving - Overall rating: 5/5 - Reviewer: Shannon M. - Verified reviewer: Yes - Industry: Maritime - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2020 - Review source details: This review was submitted organically. No incentive was offered The more I learn, the more I love it! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love the automation and how easy it is to communicate with our customers and internal team. #### Cons I'm still learning, and although all companies vary in their work flows, I would love to see a more of a road map, as to how apps should relate to one another. Being able to convert an estimate into a quote from the click of a button is great, and the notifications of "who's up next" is great. I guess I just need more time to figure it all out on our end. I know the potential is there, it's a very intuitive product. #### Reasons for choosing Apptivo The look and feel, It's very user friendly and the support is amazing! Between chat, google and youtube you have seem to cover it all. #### Reasons for switching to Apptivo Apptivo just has so much more to offer. --- ### Flexible Software Platform - Overall rating: 4/5 - Reviewer: Maira Z. - Verified reviewer: Yes - Industry: Security and Investigations - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2022 - Review source details: This review was submitted organically. No incentive was offered 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! #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros Its ability to accommodate the range of sales and technical information we track in a CRM. The Apptivo team was willing to affordably undertake necessary customizations to tailor the product to our business model. #### Cons Certain basic tools (i.e. drag and drop column-builder) are not features of this system. List upload function is complex. Mobile functionality is somewhat limited. Outlook integration is less user-friendly / flexible than ideal. Reporting functionality is limited without customized reports. #### Reasons for choosing Apptivo Price relative to the feature set we required at the given time. #### Reasons for switching to Apptivo Obsolescence --- ### Apptivo for Sales Forecasting - Overall rating: 5/5 - Reviewer: Lloyd P. - Verified reviewer: Yes - Industry: Computer Software - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2020 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Apptivo is very easy to use, and integrates seamlessly to other apps. The ability to customise to suit our specific needs was a big plus in our purchasing decision. I have used a few of the other CRM solutions, and find Apptivo one of the best CRMs for sales forecasting and pipeline management. #### Cons Would be good to Click on the name and the Opportunity or Contact would open up. But to view an Opportunity or Contact, you have to move the mouse to the right hand side and click on the 3 Dots (Actions). I find this a little annoying. #### Reasons for choosing Apptivo Very well demonstrated to us, understood our needs, easy to deal with and well priced --- ### Great Product - Overall rating: 5/5 - Reviewer: Lori S. - Verified reviewer: Yes - Industry: Research - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2022 - Review source details: This review was submitted organically. No incentive was offered Overall, this product has streamlined and simplified the way we do business, contact our clients, and regulate their access to data. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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! --- ### Apptivo - new course of business - Overall rating: 4/5 - Reviewer: Zita K. - Verified reviewer: Yes - Industry: Commercial Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2022 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Apptivo is a great system, it so simple and intuitive from a user perspective that only basic training is enough to start working in it. It is great that we could customise the fields and we could build it to mirror our process map perfectly. #### Cons I think, Apptivo has a certain system logic and it wasn't explained to us very well in the training materials. so when we started to build the system we made some big learning curves that would have been avoidable. There are lot's of training materials available but it's a pain to find answer to our questions when trouble shooting. Help line chat very handy though. #### Reasons for choosing Apptivo Based on recommendations, value and functionality --- Showing 1 - 10 of 708 Reviews [See All Reviews](https://www.softwareadvice.com/crm/apptivo-profile/reviews/) ## Apptivo Popular Comparisons [Creatio CRM vs Apptivo](https://www.softwareadvice.com/crm/apptivo-profile/vs/bpmonline/)[Zoho CRM vs Apptivo](https://www.softwareadvice.com/crm/apptivo-profile/vs/zoho-crm/) [Compare All Alternatives](https://www.softwareadvice.com/crm/apptivo-profile/alternatives/) ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (255) Recently recommended **99** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **64** times [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) **4.5** (98) Recently recommended **62** times [Topline OS](https://www.softwareadvice.com/crm/topline-profile/) **5.0** (12) Recently recommended **59** times Stuck Between Options? 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