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...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

521 Reviews of Apptivo

Average User Ratings

Overall

4.40 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(273)

273

4 stars

(183)

183

3 stars

(41)

41

2 stars

(8)

8

1 stars

(4)

4

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 521 results

November 2016

Marisela

Verified Reviewer

Time Used: More than 2 years

Review Source: GetApp


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

August 2020

Paul from Financial GPS

Company Size: 1 employee

Industry: Financial Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

CRM Solution

All CRM's require Users to learn their navigation, terminology and how functions are executed. Unlike other CRM's I have tested, the Support Team at Apptivo has been both diligent and effective in resolving a few technical glitches with my onboarding process. Apptivo provides me with a reliable CRM platform and functions on which I can run my business. 24x7 access to an effective and professional Support Team is a valuable resource that ensures I spend more time with my clients than suffering from IT issues.

Pros

Apptivo provides a portfolio of critical functions for companies to manage different aspects of their business. Unlike some others, the Apptivo functions/Apps are well integrated. This provides a strong foundation for reliable and accurate information to manage your business.

Cons

Apptivo doesn't yet integrate with Zoom.

Reasons for Switching to Apptivo

Over a nine month period, Zoho CRM+ was never able to sync reliably with my Office 365 account. Even though I purchased their Premium Support, Zoho never understood this basic issue, or how to resolve it. Despite many calls with Customer Support, the issues were never resolved, leaving me with an unusable system. Oddly, there is no escalation process to resolve fundamental/serious matters.

January 2021

John from Paper & Forest Products

Company Size: 51-200 employees

Industry: Paper & Forest Products

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2021

customer service gets you up to speed quickly

This has replace the ACT program I used to have and it is doing well.

Pros

I like the ease of getting answers from customer service if stumped. I am 72 and while the app is pretty easy to navigate I sometimes need help and the team always comes thru quickly.

Cons

nothing it is doing all that I need done and more.

Reasons for Choosing Apptivo

I knew ACT would eventually stop the support as they are leaning to total cloud programs so I thought Apptivo was a good alternative at a wonderful price.

Reasons for Switching to Apptivo

I lost the program when doing a reset and with support no longer available for my app I decided to make a change .

April 2019

Sean from Insomniac Computers

Company Size: 1 employee

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source


Ease-of-use

3.0

Customer support

1.0

Functionality

3.0

April 2019

Decided to switch to something else

Their software is decent, but they really seem to loathe their Starter Plan customers. The way they hack out features that they don't want available is sloppy, and makes it necessary to come up with ways to work around their intentional stumbling blocks. Apptivo - If you don't want to offer a free product, don't. I got the hint, and I'm setting up PayPal Invoicing tonight.

Pros

I've been using their "Starter Plan" since 2012. It is good enough to get by, and it is free. I mostly use the invoicing module.

Cons

Certain settings in the starter plan don't make sense. For example, the e-mail template includes a link to paying online, but online payments aren't supported in the starter plan. Modifying the e-mail template to take that link out is also not supported in the starter plan. I could deal with all that, but now, after a year of using the recurring invoices feature, they suddenly stop working. The tech support person says I have to upgrade my plan to use that. But the settings pages all work, and my invoices are all just sitting there waiting.

Response from Apptivo

Replied June 2019

Hello Sean, Thank you so much for taking the time to post this review! We're glad that you enjoyed using Apptivo as a customer for many years. The Starter Plan is generally very limited compared to the other plans. We also upgraded versions since you first created an account with us. This might have caused some unexpected changes. I apologize for the inconvenience caused and will take your feedback to the appropriate teams to help improve our user experience. Thank you again for your feedback! Team Apptivo

October 2020

Shannon from Palladium Technologies

Company Size: 11-50 employees

Industry: Maritime

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

Learning and loving

The more I learn, the more I love it!

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.