MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

Apptivo Review

Apptivo
Our score: 9.2 User satisfaction: 98%

What is Apptivo?

Apptivo CRM is a suite of customer relationship management applications that aims to help companies attract, engage, and retain more customers. It offers applications that can track sales activity through win/loss analysis reports. It also monitors and analyzes individual and team sales performance with ease. Applications are available for you to identify which stages where the most wins and losses occur. Meanwhile, you can determine employees’ performance comparison to see who’s winning and who contributes less.

Furthermore, Apptivo CRM captures leads by providing embed forms in your website and automatically generating leads when prospective customers provide their contact information. There is also an option to create leads when users email specific objects, use CSV to import leads in bulk, and manually enter the information during calls, marketing campaigns, and other similar events or activities. After capturing them, the platform helps you convert leads directly into an order, estimate, invoice, project, customer, and contacts.

Show More

Overview of Apptivo Benefits

Centralized Contacts Management

With Apptivo Contact Management, you can collaborate with teams, members, and other stakeholders on the go. It stores all the contacts in one centralized location, which eliminates the time-consuming manual processes. This helps maintain an uninterrupted flow of daily follow-up activities. Moreover, you get clear, accurate, and spam-free contacts data that you can customize to follow your duplication rules. Hence you can avoid the possibly costly re-entry of contacts data.

Smart Customer Management

Apptivo customers App keeps and manages every customer in one convenient location. This increases the effectiveness of the customer database, ensuring easy hands-on access to every customer detail that your employees would need at any time. It handles sending sales emails, making outbound sales calls, and providing direct marketing. Adding customer data is also easy. You can manually enter them via the creation page, import from CSV files, use API connection, and automatically capture customers from emails.

Leads Tracking and Conversion

Apptivo CRM helps efficiently track and manage prospective customers, so you never miss out on a business opportunity. You can source leads in various ways, like gathering and creating them manually and collecting them from emails, API, and web forms. However, gathering leads is only the beginning. The platform also helps you convert them by facilitating daily follow-ups, setting reminders, sending bulk emails, and planning sales activities.

Show More

Overview of Apptivo Features

  • Contracts
  • Competitors
  • Sales Planning
  • Territory Management
  • Customers
  • Contacts
  • Work Orders
  • Opportunities

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
An award given to products our B2B experts find especially valuable for companies

Apptivo Position In Our Categories

Knowing that companies have unique business demands, it is prudent they abstain from selecting a one-size-fits-all, ”best” system. Needless to say, it would be difficult to find such application even among widely used software systems. The rational step to do would be to jot down the different major factors which merit inspection such as key features, budget, technical skill capability of staff members, business size, etc. After which, you should follow through your research exhaustively. Browse over some of these Apptivo evaluations and scrutinize each of the software options in your list in detail. Such well-rounded product investigation guarantee you weed out unsuitable applications and subscribe to the one which delivers all the function your company requires for success.

Position of Apptivo in our main categories:

TOP 20

Apptivo is one of the top 20 CRM Software products

Every company is different, and can require a special CRM Software solution that will be designed for their company size, type of clients and employees and even individual niche they cater to. We advise you don't count on finding an ideal services that is going to be suitable for every company regardless of their background is. It may be a good idea to read a few Apptivo CRM Software reviews first and even then you should keep in mind what the software is intended to do for your company and your staff. Do you require a simple and intuitive service with only basic features? Will you really use the complex functionalities required by pros and large enterprises? Are there any specific tools that are especially practical for the industry you work in? If you ask yourself these questions it is going to be much easier to locate a solid software that will match your budget.

How Much Does Apptivo Cost?

Apptivo Pricing Plans:

Free Trial

Starter

Free

Premium

$10/user/month

Ultimate

$25/user/month

Enterprise

Contact vendor

Show More

What are Apptivo pricing details?

Apptivo Pricing Plans:

Free Trial

Starter

Free

Premium

$10/user/month

Ultimate

$25/user/month

Enterprise

Contact vendor

Starter – Free

  • 3 Users
  • 500MB/ Business
  • Basic Contact Sharing
  • Standard Reports
  • Standard Support 

Premium – $10/user/month or $8/user/month (billed annually)

  • 3GB/user
  • 1,000 Mass Emails/user
  • 2,000 API Calls
  • 3rd-Party Services Integration
  • Standard 24/7 Support

Ultimate – $25/user/month or $20/user/month (billed annually)

  • 10GB/user
  • 3,000 Emails/user
  • 20,000 API Calls
  • 3rd-Party Services Integration
  • Priority 24/7 Support

Enterprise By quote

  • Dedicated Instance
  • 5,000 Emails/user
  • White Labeling
  • Custom Integration
  • SLA Support + Account Manager

User Satisfaction

Positive Social Media Mentions 113
Negative Social Media Mentions 5

We realize that when you choose to get a CRM Software it’s important not only to learn how professionals score it in their reviews, but also to check if the actual users and enterprises that purchased this software are genuinely content with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Apptivo reviews across a broad array of social media sites. The information is then displayed in an easy to understand form indicating how many customers had positive and negative experience with Apptivo. With that information at your disposal you will be equipped to make an informed business choice that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Free
  • Monthly payment
  • Annual Subscription
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Apptivo?

Apptivo integrates with the following business applications:

  • QuickBooks
  • Xero
  • Google Calendar
  • Google Tasks
  • API Calls
  • Asterisk
  • Fuze
  • RingCentral
  • Nexmo
  • Google Contact
  • Google Forms
  • Office 365
  • Piesync
  • Dropbox
  • Google Drive
  • OneDrive
  • co
  • Net
  • Bank Accounts
  • PayPal
  • Stripe
  • Zipmark
  • G Suite
  • Google Maps
  • Slack
  • Business Site CRM Plugin
  • eCommerce Plugin
  • WordPress

Apptivo User Reviews

Apptivo average rating:

Average score
4.6/5 (14 user reviews)
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Roxane

PROS: Their support team is very competent and responsive. We encountered a minor issue while setting the software up and they were able to fix it immediately after they were informed.

CONS: It could be quite challenging to take on a lot of information about the product all at once so learning how to navigate it fully could also take a while.

Reviewed 5 years ago

Read full review >

The least favorable review

Alysa

PROS: Apptivo has a well-designed and friendly UI design. It enables us to manage our sales and marketing processes more effectively and contributes a lot to the continuous increase in our company's productivity rate. We became more efficient and are now able to allocate more time to improving the quality of our work, thanks to this software.

CONS: We have no complaints so far. Apptivo's performance is top-notch. It caters to all of our marketing management needs and works really, really well for us.

Reviewed 4 years ago

Read full review >

More reviews from 14 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Powerful tool

Read full review >
Keara
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 25.11.2021 Company Size: More than 100 Employees Industry: Financial Services

PROS: Apptivo is an ideal software for collaborative work. It enables us to communicate with our teammates, keep an online copy of our files, and track our progress. It allows several users to work on a single project and manage the tasks together.

CONS: We think the built-in tracker can be improved. We would like to see more options for managing the accessibility of tasks in the future. Apart from this, Apptivo is an excellent tool for us.

What do you think about this review?

Great Poor

Awesome support team

Read full review >
Hermina
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 23.11.2021 Company Size: More than 100 Employees Industry: N/A

PROS: We love that their support team is easily reachable through chat. We also love that the app is highly customizable and easy to use.

CONS: There are times when online chat support does not suffice to resolve the issues we encounter. We hope they could provide more support for more complex concerns.

What do you think about this review?

Great Poor
Show More User Reviews (14)

Excellent solution for collaborating on projects

Read full review >
Vicente
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 11.11.2021 Company Size: More than 100 Employees Industry: Entertainment

PROS: Apptivo is an all-in-one project management tool. It has a comprehensive set of features that include a time tracker, a task manager, and a scheduler, among others. It makes organizing projects so much easier for us. It also provides us with the information that we need to thrive in our industry. We are glad to have this in our company and believe others will benefit from using this as well.

CONS: Enhancements could be done to make the software's interface more friendly and easier to learn. We are satisfied with the software's capabilities for organizing tasks and projects, but not so much on managing communications and tracking progress. We believe the latter could be improved.

What do you think about this review?

Great Poor

User-friendly software

Read full review >
Ernest
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 05.09.2021 Company Size: 11-50 Employees Industry: Marketing and Advertising

PROS: Apptivo provides excellent customer support service. Its interface, both in web and app, is user-friendly. It also comes with several great integrations.

CONS: We like Apptivo as it is, but it would work for us better if it could be integrated with some more invoicing software, like Wave, and would have more stable support for its email integrations.

What do you think about this review?

Great Poor

Cost-friendly CRM solution

Read full review >
Vergie
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 08.08.2021 Company Size: 11-50 Employees Industry: Financial Services

PROS: Apptivo's support team is fast to respond whenever we encounter issues. They are quick to identify the problem and good at communicating what needs to be done to fix it. They are also receptive to client feedback.

CONS: We are still on the onboarding process and everything is going smoothly so far. Their support team is providing us with all that we need to learn how to use their product. We look forward to seeing some of our suggestions in the next version of the software.

What do you think about this review?

Great Poor

We are having a great experience with Apptivo

Read full review >
Alysa
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 30.06.2021 Company Size: More than 100 Employees Industry: N/A

PROS: Apptivo has a well-designed and friendly UI design. It enables us to manage our sales and marketing processes more effectively and contributes a lot to the continuous increase in our company's productivity rate. We became more efficient and are now able to allocate more time to improving the quality of our work, thanks to this software.

CONS: We have no complaints so far. Apptivo's performance is top-notch. It caters to all of our marketing management needs and works really, really well for us.

What do you think about this review?

Great Poor

Reliable email marketing tool

Read full review >
Soledad
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 12.06.2021 Company Size: 11-50 Employees Industry: Market Research

PROS: They have a friendly and helpful support team. We once encountered an issue concerning email templates and they were able to resolve it soon after.

CONS: Some features, especially those designed for customizing templates, do not function properly and need to be fixed.

What do you think about this review?

Great Poor

Very useful for communicating with clients

Read full review >
Nelson
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 07.04.2021 Company Size: 11-50 Employees Industry: Translation and Localization

PROS: This software is perfect for SMEs like us. It is very easy to use and it can be customized to match the specific needs of a company. We have had several successes and have been able to expand our business, thanks to Apptivo.

CONS: Its built-in email capabilities need to be improved in terms of stability and template consistency. Layouting is easier with its G-suite integration.

What do you think about this review?

Great Poor

Best CRM software

Read full review >
Arvilla
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 25.03.2021 Company Size: 11-50 Employees Industry: Food and Beverages

PROS: We have tried a lot of other CRM software before Apptivo and nothing worked better for us so far. They simply have all the solutions we need.

CONS: Apptivo is the best software we have come across so far. We have nothing to dislike about it.

What do you think about this review?

Great Poor

We are able to communicate better with Apptivo

Read full review >
Eden
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 12.02.2021 Company Size: 11-50 Employees Industry: Higher Education

PROS: They respond to queries and concerns promptly. They are competent and able to resolve our issues fast.

CONS: They could opt for a more modern interface in future versions. It's not a major concern, but it would certainly have a positive impact on the experience of its users.

What do you think about this review?

Great Poor

Ideal for task management

Read full review >
Emily
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 03.08.2020 Company Size: 11-50 Employees Industry: N/A

PROS: Apptivo is very useful for managing tasks and schedules. It also has a lot of great features that users would benefit from exploring.

CONS: We hope the email sections would be more stable in the future versions. There are times when our email layout changes when using this software.

What do you think about this review?

Great Poor

We love Apptivo

Read full review >
Alexandria
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 29.07.2020 Company Size: More than 100 Employees Industry: Financial Services

PROS: Apptivo has an intuitive UI design and a complete set of features for managing sales and marketing processes. It comes very handy for dealing with inventories, invoices, and client communications.

CONS: We would have a better experience with Apptivo if they would improve the software's synching and integration capabilities. We also wish their deployment process was faster.

What do you think about this review?

Great Poor

Great customer support service

Read full review >
Roxane
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 07.07.2020 Company Size: 11-50 Employees Industry: N/A

PROS: Their support team is very competent and responsive. We encountered a minor issue while setting the software up and they were able to fix it immediately after they were informed.

CONS: It could be quite challenging to take on a lot of information about the product all at once so learning how to navigate it fully could also take a while.

What do you think about this review?

Great Poor

By far the best cloud CRM experience on the market IMHO!!!

Read full review >
Anonymous Reviewer
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 09.05.2017 Company Size: 1-10 Employees Industry: Wine and Spirits

PROS: Their interface elements are easy to access, understand and simple to navigate. I've used quite a few over the years from Navision, Zoho to Act and Apptivo supersedes their competitors on every level. The spreadsheet upload process is easy and practical! The customization is robust and simple to use. You also get the best value for your money!

CONS: I have not found anything that has been problematic or could work better. I came form using ACT so everything thus far has been a colossal upgrade.

What do you think about this review?

Great Poor
women man women man man women

Join a community of 7,369 SaaS experts

Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.

Sign in with LinkedIn Why we require LinkedIn?
  • Show the community that you're an actual user.
  • We will only show your name and profile image in your review.
  • You can still post your review anonymously.

OR

Sign in with company email

Sign in with company email

Popular Apptivo Alternatives

Top Competitors To Apptivo By Price

Trending CRM Software Reviews

Apptivo Comparisons

Apptivo user reviews

Powerful tool

Read full review >
Keara
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 25.11.2021 Company Size: More than 100 Employees Industry: Financial Services

Awesome support team

Read full review >
Hermina
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 23.11.2021 Company Size: More than 100 Employees Industry: N/A

Excellent solution for collaborating on projects

Read full review >
Vicente
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 11.11.2021 Company Size: More than 100 Employees Industry: Entertainment

User-friendly software

Read full review >
Ernest
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 05.09.2021 Company Size: 11-50 Employees Industry: Marketing and Advertising

Cost-friendly CRM solution

Read full review >
Vergie
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 08.08.2021 Company Size: 11-50 Employees Industry: Financial Services
Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

Page last modified
Did you find this review useful?
Yes No

Thank you for your feedback

How can we make this page better?

Unsure about this software?
FIND ALTERNATIVES
TOP

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

Share
Tweet
Share