--- title: "Apptivo Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Apptivo. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Apptivo is a good fit for you!" source_url: "https://www.softwareadvice.com/crm/apptivo-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / [Apptivo](https://www.softwareadvice.com/crm/apptivo-profile/) / Apptivo Reviews 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](https://www.softwareadvice.com/crm/apptivo-profile/) Reviews [Alternatives](https://www.softwareadvice.com/crm/apptivo-profile/alternatives/) # Apptivo User Reviews ## Reviews summary - Overall rating: 4.4/5 - Total reviews: 708 ### Secondary ratings - Ease of use: 4.2/5 - Customer support: 4.7/5 - Value for money: 4.7/5 - Functionality: 4.3/5 ### 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%) ### Most mentioned pros - Just like I advocate for simplicity in coaching and leadership, Apptivo offers an intuitive interface that saves time and ensures a smooth user experience. - The fact that it integrates with Xero is very good and your staff today gave me possible solutions to sync with more than 1 Xero, which is great. - As a solopreneur, I understand the need for a CRM that seamlessly integrates with various apps and platforms. ### Most mentioned cons - Without some understanding of how CRMs work - like objects and APIs - I would imagine that a newbie facing some challenges and needing assistance from customer support. - Areas where I can't connect this object to that one, or have it scan a file looking for specific words and using the value to propagate leads. - The WordPress Apptivo forms are very basic and there is no integration for WPForms and only very basic integration with Zapier. ## Apptivo customer reviews Showing reviews 1-25 of 708 (page 1). ### 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 --- ### General - Overall rating: 4/5 - Reviewer: Michael A. - Verified reviewer: Yes - Industry: Security and Investigations - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: June 2019 - Review source details: This review was submitted organically. No incentive was offered Slow. Very pleased with how things work, but it took a little while to get used to the interface. Now that we have been using it for 3 months or so, it has everything we need all in one place. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The variety of features that cover Sales to Finance. The value of the apps that are offered fits perfectly into our organization. #### Cons It's sometimes hard to find things. I think this will diminish as I use the product more. The biggest frustration is the integration with other products especially O365. I think I have the email down, but calendar is harder than it should be. Using OneDrive only connects to my personal account and I would like to be able to connect it to our O365 sharepoint folders instead. #### Reasons for choosing Apptivo Some of the alternatives were expensive and didn't offer the value that Apptivo offers. Only Zoho had all the CRM and Project Management features that we needed. Although we thought Zoho was a little easier to get started on, it seemed to have problems with it's integration between it's internal apps and ultimately frustrated us. #### Reasons for switching to Apptivo Needed a more feature rich application #### Vendor response Hello Michael, Thank you so much for taking the time to post this review! Our team is thrilled that you're happy with the value the apps bring to your company. We will collect this feedback on getting familiarized with Apptivo and notify our teams accordingly to improve the process. Thank you, again! Team Apptivo Replied August 2019 --- ### Quite Satisfied Users. - Overall rating: 5/5 - Reviewer: David L. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2020 - Review source details: This review was submitted organically. No incentive was offered The experience has been great. Afte a 60-day ordeal with SalesForce (see below), had Apptivo up and running in a day. Doing the job. Getting the results. Users happy. Highly recommended. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Ease of use. Flexibility and customization. Responsive (immediate) support. Integrated choice-based modules (one fee). #### Cons Would help to have a better understanding of the interaction between contacts, customers, opportunities, leads, etc. For example in our organization, a person can be 1,2,3 or all 4 of these simultaneously. #### Reasons for choosing Apptivo Breadth of product features, customization, flexibility. In particular a lot of quite positive user reviews. Oh ... and ... price ... couldn't beat it. #### Reasons for switching to Apptivo Sixty wasted days trying to configure SalesForce (coming from someone who's re-engineered companies, built an entire ERP systems ground-up, worked in 24 languages). Then when switching from trial mode to live, all the work and the entire database were lost. Couldn't get anyone to help (except a repeated invitation to a video class on data conversions). --- ### Always surprising me with it's capabilities! - Overall rating: 5/5 - Reviewer: Kristin E. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 2-10 employees - Product usage: Used daily for free trial - Reviewed: January 2022 - Review source details: This review was submitted organically. No incentive was offered The [SENSITIVE CONTENT] of the rescue is not tech savvy and is constantly on the road picking up feral cats, taking cats to the vet, managing the foster network, running the operations of the rescue and setting up appointments for adoption interviews. She needs as much information at her finger tips (smart phone, ipad or laptop computer) as she can get. The goal is to use Apptivo to reduce her workload, help her be more organized and reduce her driving around just to pick up files from various people just to have the data she needs on any given day. We are using Apptivo to enter all the data we can so she can update data and status's on the road in her free time. Also so she doesn't have to send as many texts and emails to get answers because all the answers she needs will already be data entered into Apptivo. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The ability to CUSTOMIZE! Customized fields for contacts, companies and I can make my own custom apps! Also customer service and the engineering teams are top notch! 24/7 support. 90% of the time they can help me. The 10% of the time they can't and refer me to engineering for unique situations the engineering team is great at reaching out to me quickly to resolve the problem. Not a perfect app, but they are receptive to suggestions and ideas. They work to implement user suggestions. I've seen them implement my ideas from using them with my company. #### Cons No way to track ages by birthdate. Yes, you can use a date field to track birth dates, but I need a field that shows me a client's CURRENT AGE based on their birthdate field. With hundreds of children clients in my database it's super important to know who has a birthday coming up and how old they are exactly on any given day. It would be even better if the birthday field was set up so you could set alerts/reminders that birthdays are coming up that month, that week and today. Remembering a kid's birthday means the world to them! We also are trying to find homes for cats. They too age every day. Knowing their current age is super helpful when trying to find them homes. With hundreds of cats that are in our system that we are trying to place we need a quick view of all the cats and correct CURRENT age based on their birth date. #### Reasons for choosing Apptivo Price and customizability. --- ### Best Bang for the buck on the market! Adaptability and ease of use with scalability! - Overall rating: 5/5 - Reviewer: Rob G. - Verified reviewer: Yes - Product usage: Used daily for more than 2 years - Reviewed: May 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Functionality and accurate data collection that was flexible to meet my needs! Hands down the best solution on the market for the price point! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Ease of USE and layout modifications! The layout is so easy and adaptable to collect the information simply from other users. Databases are only as good as the information you put into them. Apptivo makes it so SIMPLE getting the info in and thus making it powerful! #### Cons Very few, because it is cloud-based they are constantly adding customization features and options and sometimes the functional icons show up in the Customization Settings of the Administrator and there is no documentation for the new functionality as of yet. I would much rather have this problem than them not update the customization functionality though. This database is unbelievably scalable and constantly improving! #### Vendor response Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you. Regards, Team Apptivo Replied December 2018 --- ### Apptivo CRM - Overall rating: 4/5 - Reviewer: Michele L. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. We have had an overall positive experience with Apptivo. We have been able to capture information we were not able to have in our last CRM, and also streamline workflows with dashboards and automated reporting. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Ease of use and customer service. It is very convenient to be in Apptivo and be able to pull up a chat with support real-time, with the ability to attach screenshots, and even have the support representative start a screen share to further investigate issues. If the representative is not able to answer my question, they create a ticket on my behalf for the team to follow up on. #### Cons The inability to report on fields that live in different apps. This was a key feature we had noted when looking at CRMs and the expectation was that this functionality was 6 - 12 months away in Apptivo, however 3+years later it still does not exist. #### Reasons for choosing Apptivo Presentation, features, support, cost #### Reasons for switching to Apptivo The product had many features that we did not need, and the cost kept steadily increasing. --- ### All-in-one ERP - broad coverage at a reasonable price - Overall rating: 4/5 - Reviewer: Craig K. - Verified reviewer: Yes - Industry: Market Research - Company size: 2-10 employees - Product usage: Used weekly for more than 2 years - Reviewed: May 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. All-in-one business software, good support and value for the money. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros An extremely broad range of applications. Apptivo beats most competitors in this respect; it really is an 'all-in-one' ERP in fact - not just a CRM. At the same time Apptivo is excellent value for the money. The 'in-app' live chat support is especially helpful, as you can deal with issues as they occur. The pricing is per user, broadening the base of potential organizations who will find Apptivo appealing from the outset, and scaling as the organization grows larger. #### Cons Being a 'jack of all trades', Apptivo cannot be expected to excel in every area. Some features - such as the two Wordpress plugins - seem neglected and are seldom updated or promoted. Given the popularity of WP it seems to be a missed opportunity to expand into the help desk market. Another example would be the customer portal, it seems a bit awkward. The customer must sign-up through Xinnect and then Apptivo as well to access their portal, even though Apptivo might not be relevant to them. It is also difficult to control exactly what clients will see, and they are shown a lot of irrelevant fields, even though there is a rudimentary role assignment mechanism. Combining this with cases (tickets) and answers (knowledge-base) should in theory provide an alternative to a help desk, but it is a long way round. #### Vendor response Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you. Regards, Team Apptivo Replied December 2018 --- ### Apptivo is a strong CRM for small business - Overall rating: 5/5 - Reviewer: Carol J. - Verified reviewer: Yes - Industry: Information Services - 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 #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Apptivo was the software we found easiest to use and provided us with what we need. It's also flexible and allows us to add features or apps as required. The Apptivo team was extremely involved in setting up the software and continues to support us. They work on any issues we have immediately and communicate progress along the way. #### Cons I find it difficult for to customize the application when changes are required, however, I don't have a technical background. #### Reasons for choosing Apptivo Ease of use, integration, price. --- ### Great CRM with Amazing Service! - Overall rating: 5/5 - Reviewer: Tanya P. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2021 - Review source details: This review was submitted organically. No incentive was offered The overall experience with Apptivo has been GREAT. Our onboarding process was seamless and smooth. The Apptivo Team is responsive and they are very professional. There is always a quick turn-around on most issues and their staff is polite and knowledgeable. Tech Support is GREAT and they respond to you within a quick timespan. Our company is fairly new to this platform and we are still making changes that will continue to enhance our experience. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This software is rich in features. It has apps that will cater to every department within a company and if the standard ones do not suit your need one can easily be customized. Navigation and customization within apps are easy and the platform is very user friendly. Our previous system was a bit complicated for our users but this platform simplified a lot of processes and tasks that enhanced productivity. It's easy to look up information and export to Excel, create tables, link fields, and the list goes on. This is really a great CRM system if you are looking for something that is cost effective and that will give users a good experience. #### Cons The reporting feature in this platform is lacking. Also, if tables are customized then it's hard to search and filter on the fields. Integration with Calendar has been problematic. The News Feed feature does not capture all changes or even detailed changes so it is hard to find historical data. --- ### Great way to track projects. A lot of features that can be customized for your specific industry. - Overall rating: 4/5 - Reviewer: Tara M. - Product usage: Used daily for more than 2 years - Reviewed: May 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Being able to see any project at any given status at any time. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros Being able to put numerous fields to retain all project information in several different formats. Ease of reporting by exporting data to excel and going from there. You only have to use what you need. Disabling certain apps prevents you and users with too much information. Great selection of apps to customize for each business. Really enjoy the product! #### Cons Invoicing is very basic. Not able to use it if you bill hourly. Not enough 1:1 support for highly complex project system setups. Need more reps to have access to custom care. Had pitfalls in reporting, but were addressed fairly quickly, but set us back as a company. Needing to double check items saved in the project you just updated, some data doesn't get saved on the first try. Not being made aware of when enhancements are made and what new features now exist. Reporting on specific users projects - needs ability to set priority is assigned roles and see those rankings constantly. #### Vendor response Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you. Regards, Team Apptivo Replied December 2018 --- ### Great all in One CRM function - Overall rating: 5/5 - Reviewer: Chris V. - Verified reviewer: Yes - Industry: Wholesale - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2022 - Review source details: This review was submitted organically. No incentive was offered It has taken me time to learn (but all will be the same) but with the support team I managed to create a CRM suit to my business. I have grown with Apptivo and have seen many other tools available I even did not know existed. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros This CRM has all you need to run a company small or large. It automates your day to day tasks and simplify your processes. Price is the best part. You do not have to pay over the moon for other similar and probably even with less functions CRM's in the market. #### Cons Integration between "apps" but there is a way round this if you know how. If you do not know the support is very helpful. #### Reasons for choosing Apptivo a lot less expensive and less complicated. --- ### Apptivo CRM review - Overall rating: 5/5 - Reviewer: Bill B. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: November 2021 - Review source details: This review was submitted organically. No incentive was offered I rely on the CRM to track all communications with contacts, and to track contact specific data #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Extremely stable, doesn't crash. Excellent chat support, excellent project management migrating from former CRM to Apptivo. Good overall value #### Cons Email client; in particular the "Association" (Apptivo lingo) of emails received to contacts. The mail client also has minimal formatting capability so I do everything through Outlook #### Reasons for choosing Apptivo Cost, perceived stability of the software, internal project management of the migration from the prior CRM, no need for 3rd party consultants for the migration. #### Reasons for switching to Apptivo Previous CRM had desired functionality but was not stable (frequently crashed), tech support was difficult to reach, every update/upgrade created multiple problems that took too much time to fix. --- ### New World Precious Metals - Overall rating: 4/5 - Reviewer: Maha I. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 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 I believe Apptivo is an excellent software mainly because of it's capable, supportive and friendly customer service team. [SENSITIVE CONTENT HIDDEN] was truly professional in providing support and went above and beyond to be available (especially with the time zone difference of over 12 hours). We really appreciate his help and professionalism. As well, another team member at Apptivo designed a background to go with our emails to clients that was very impressive and visually appealing. We appreciate her effort and her excellent work. #### Ratings breakdown - Ease of use: 3/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros As a small financial business, New World PM primary objective was to obtain a CRM that allows client info management, ease of follow up on potential leads, and ease of use for the entire team. At the time of writing this review, approximately one month of using Apptivo, we have managed to achieve the first two objectives successfully with a lot of help from [SENSITIVE CONTENT HIDDEN] at Apptivo. Although Apptivo has a user-friendly interface, some of our team members have found some challenges accessing and/or modifying information. However, I am impressed with the master layout and how I can easily add or remove information fields as a super user. #### Cons However, the fact is that not all of my team members feel comfortable using the software is a bit discouraging. For example, not all brokers could access the full list of clients. Personally, some items that I wish were different: - Changing email templates. - Changing the default overview of the Clients page. I attempted that, but the changes revert back to what the page looks like normally. - As a super user, I changed permissions for brokers to be able to see all clients, but the changes did not take effect it seems. --- ### Exceptional Customer service - Overall rating: 4/5 - Reviewer: Alan T. - Verified reviewer: Yes - Industry: Security and Investigations - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2022 - Review source details: This review was submitted organically. No incentive was offered Ease of adding new customers, creating work orders quotes and invoices, very intuitive #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros When looking for a CRM System it was important that we were able to connect with our blue chip customers, Site address - Billing address - communication address were critical in choosing the correct CRM After extensive searching Apptivo was the only CRM that provided the 3 address fields we required. Any CRM has its glitches, The customer service from Apptivo is always a click away, professional courteous and efficient #### Cons We do not use the CRM to its fulliest capability. #### Reasons for choosing Apptivo Lots of functionality --- ### Nice concept, really buggy - Overall rating: 2/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: July 2017 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 2/5 - Value for money: 1/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros Concept of having all parts of the system connect is nice, but unfortunately it creates more headaches than it's worth. #### Cons It's super glitchy. There are more bugs in this system than I ever seen. I also don't think the engineers who built this have ever worked with an actual business. There were simple things that would never fly in a serious business. For example, the reports it generates are discounted by a factor of probability of closing a sale, and cannot be adjusted. So reports don't reflect actual values of the sales pipeline. Over 1 year, I spent way too much time reporting issues hat were often met with "thank you for your recommendation, we will submit a request to engineering for this improvement". Super frustrating. In other cases, there were apps that were not even accessible to my employees, for reasons that couldn't be explained to me. 4 months later, they still can't access. --- ### Three years of success with Apptivo - Overall rating: 4/5 - Reviewer: Andy T. - Verified reviewer: Yes - Industry: Professional Training & Coaching - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: December 2022 - Review source details: This review was submitted organically. No incentive was offered Improved the professionalism of my email campaigns while saving me time. Prior to the pandemic, I saw a marked improvement in the response of my clients to my emails. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Questions are quickly answered by 24/7 customer service. Screen sharing by their help team is effectively used to help resolve the issues. Easy to access and update contacts and share emails. Phone app is seamlessly connected to the web based database. Video library is impressive for teaching the software. #### Cons At this time, I am good with everything. Any improvements I would comment on are probably solved by taking the time for me to watch the training videos on how to correctly use aspects of the program! ## More reviews [Next reviews](https://www.softwareadvice.com/crm/apptivo-profile/reviews/?page=2) --- Apptivo Reviews, Pros and Cons - 2026 Software Advice