Apptivo Reviews

4.4
Overall rating
Reviews

4.4
Overall rating
Reviews
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User Reviews Overview

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)...

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Feature ratings

Value for Money
4.7
Functionality
4.3
Ease of Use
4.2
Customer Support
4.7

Browse Apptivo Reviews

712 of 712 reviews
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Linda
Linda
  • Industry: Professional Training & Coaching
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 13/10/2023

Perfect for my needs as solopreneur

Pros

I value tools that are not just efficient but also adaptable. Apptivo CRM has truly impressed me in this regard. As a solopreneur, I understand the need for a CRM that seamlessly integrates with various apps and platforms. Apptivo shines in this aspect. Its integration capabilities allow me to create a tailored tech ecosystem that perfectly suits my unique requirements. One of the key selling points is its ease of use. Just like I advocate for simplicity in coaching and leadership, Apptivo offers an intuitive interface that saves time and ensures a smooth user experience. It's a valuable asset for any solopreneur. What's more, Apptivo effortlessly syncs with the Google product suite, which is a tremendous advantage for someone like me with deep roots in the tech world. It's like a seamless extension of my experience at Google, making my CRM journey that much smoother.The integration with Stripe is a game-changer for managing payments and finances. It's the perfect addition for a solopreneur, allowing me to maintain financial control just as I help sales leaders implement impactful plans and strategies.The customer service is amazing. They respond to chat inquiries immediately.

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.

Alternatives Considered

HoneyBook

Reasons for Switching to Apptivo

HoneyBook is not available in Europe and Apptivo has way more functionalities and an amazing value for money.
Verified Reviewer
  • Industry: Design
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
5

4
Reviewed on 20/06/2023

Apptivo for 1-man business

Very helpful in staying on top of follow-up activities.

Pros

Combination of affordability and functions

Cons

There are some auto-fill features that would help avoid duplicate data entry: i.e. business address for multiple employees/contacts.

Verified Reviewer
  • Industry: Retail
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
0
Functionality
3
Ease of Use
1
Customer Support
2

3
Reviewed on 22/07/2023

Not great

Having paid for a years sub, I tried using Apptivo and just couldn't get on with it. Buying it was a mistake. I didn't like it at all and wanted a refund. Support said I couldn't have one, even a pro rata one, I was happy to pay for the time I'd been using it. I am self employed and was going through a lot of personal strain and worry at the time. It was only about £100 but I needed and still do need that money. I explained all this to them and about my situation but they still said no. They can see I'm not using it. DO NOT sign up for this product unless you are very sure it's the right one for you. Can't believe a big business would be that mean, that small amount of money means more to me than them.

Pros

good range of features, instant support.

Cons

horrible looking interface. Not pleasant to interact with. Tiny little boxes to enter information. Overall appearance was more like microsoft of 20 years ago.

Top Apptivo Alternatives

Walter
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 11/07/2023

Very impressed with Apptivo CRM.

Pros

I used quite a bit of CRM. But, with Apptivo based on your needs, you can customize it to tailor your company functionalities.

Cons

So, far the only thing I would do is when you are in the "Leads" or "Contacts" list if there was a next button to move on the next lead or contact. But, other than that it is great!

Sal
  • Industry: Entertainment
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
5

5
Reviewed on 01/08/2023

City Connection Entertainment

After seven years of using this program, I couldn't do what we do without it.

Pros

This program with all its functionalities helps to manage my company.

Cons

Have to be patient to set it up, but apptivo support is there to help.

Oran
  • Industry: Military
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 06/07/2023

Customer support

Good

Pros

valuable services to include many things that I need to run my business

Cons

Some good reps that speak good English, some reps need to better understand English

Alternatives Considered

monday.com

Reasons for Switching to Apptivo

I was going to leave, because I need Zoom support, but I got the support I needed so I stayed
Nick
  • Industry: Consumer Services
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 25/05/2023

Support

Great, loads of support from start to ongoing

Pros

Support is always great. Available 24/7 immediately

Cons

Set up is time consuming but important to get structure correct in first instance

Taha
  • Industry: Business Supplies & Equipment
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 19/04/2023

Unleashing Business Potential with Apptivo

The overall experience with Apptivo has been exceptional. The platform's comprehensive range of tools and features, along with its ease of use, has made it an invaluable resource for businesses of all sizes.

Pros

Apptivo is a highly versatile and user-friendly CRM system that offers a comprehensive suite of tools to manage sales, marketing, and customer relationships.

Cons

This review is focused on Apptivo; however, it is worth mentioning that, in comparison, Sendinblue has certain limitations. Sendinblue is primarily an email marketing platform, and its CRM capabilities may not be as robust or feature-rich as Apptivo's.

Herman
  • Industry: Management Consulting
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
5

4
Reviewed on 18/09/2023

Apptivo, the best solution for any business

Step-by-step we are implementing Apptivo in our business processes where possible and sofar I haven't seen a thing that is not possible.

Pros

The fact that I can add and delete fields and have full control over the attributes of any field. Conversions to the next step is amazing, however, this options needs a few more possibilities.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.

Cons

It is an online solution and we are dependent on the internet and overseas cables. This makes is sometimes a slow solution. The receiving email functionality is not great and we will continue using Outlook. The sending email functionality is great.

Sagnik
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
2
Customer Support
5

5
Reviewed on 11/07/2024

good swaftwar

Pros

best crm nice user frindly softwar . very easy to used

Cons

nice and good best softwar in this softwar

Marisa
  • Industry: Nonprofit Organization Management
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/02/2021

SDFRA Review of Apptivo

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.

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.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing 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.

Reasons for Switching to 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.
Maira
  • Industry: Security & Investigations
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
3
Ease of Use
4
Customer Support
4

4
Reviewed on 16/11/2022

Flexible Software Platform

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!

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.

Alternatives Considered

Salesforce Platform

Reasons for Choosing Apptivo

Obsolescence

Reasons for Switching to Apptivo

Price relative to the feature set we required at the given time.
Lori
  • Industry: Research
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 11/08/2022

Great Product

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

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.

Lucious
  • Industry: Education Management
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 13/01/2020

Here's What You Need to Know

Fulfilling

Pros

Do not be decieved by Apptivo's simple interface. It is POWERFUL. Imagine having Sales Force, Mailchimp, Quickbooks all combined into one application that works on all types of devices.

That is what apptivo is. I like the fact that there is an app for everything within the Apptivo app itself, and all those apps are free!

I like that when i'm customsing and i spot an issue, i click the help button and [SENSITIVE CONTENT HIDDEN] or another support team come online in literally 12 seconds and tell me how to solve the problem.

I like the fact that i'm paying just 20 dollars for this instead of 120 dollars per user for sales force.

I like the fact that i can customise invoices, set up email templates, set up triggers so whenever i create a type of customer a special type of email is sent from a special address.

If i keep going on, i won't stop

Cons

I really can't think of anything. Maybe i do not really like when i cant find a feature, but when i report it, 10 days later i get an email that feature was added. So they solved that problem

Alternatives Considered

Zoho CRM

Reasons for Choosing Apptivo

Tooe xpensive

Switched From

Salesforce Revenue Cloud

Reasons for Switching to Apptivo

personal onboarding. pricing and customer support
Caroline
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/05/2023

Thank you [sensitive content hidden for always resolving my issues! Keep up the good work!...

Pros

Thank you [sensitive content hidden] for always resolving my issues! Keep up the good work! KUDOS to you!

Daniel
  • Industry: Retail
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 16/08/2023

Exceptional App Experience: A Review of Apptivo

Pros

It streamlines and simplifies the business operations process.

Cons

I adore the features and haven't come across anything I dislike so far.

Michele
  • Industry: Hospital & Health Care
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
5

4
Reviewed on 08/03/2023

Apptivo CRM

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.

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.

Daniel
  • Industry: Computer Software
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 09/05/2023

Great product and great support

Pros

Integration with existing business functions was seamless with the help of customer support.

Cons

Sometimes working with API can be tricky using custom fields but once you get the hang of it you'll be fine.

Jose
  • Industry: Design
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 27/02/2023

Great sofware

Very good, if I cant figured it out tech support will help

Pros

Teck support and how it customs to your bussiness

Cons

to many variants to set up a trigger, should make it easy, using drag a drop .... the if and that can get confusing ...

Crystal
  • Industry: Hospital & Health Care
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 09/02/2023

Apptivo Training

Great

Pros

Configuring it to work efficiently for intended use

Cons

N/A. We should have utilized training sessions when we first implemented it

Kristin
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 28/01/2022

Always surprising me with it's capabilities!

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.

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.

Marisela
Marisela
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
5

5
Reviewed on 28/11/2016

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.

Rob
Rob
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
4

5
Reviewed on 01/05/2018

Best Bang for the buck on the market! Adaptability and ease of use with scalability!

Functionality and accurate data collection that was flexible to meet my needs! Hands down the best solution on the market for the price point!

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!

Response from Apptivo

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 ([email protected]) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Replied 12/12/2018
Chris
  • Industry: Wholesale
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
4

4
Reviewed on 01/01/2023

Value and Versatility

I am happy.

Pros

Apptivo can be configured to suite your needs

Cons

The layout and flow is a bit outdated and sometimes the custom configuration needs tech support

Alternatives Considered

monday.com
Dean
  • Industry: Sports
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
5

4
Reviewed on 16/10/2020

Apptivo - plenty of features for sensible outlay

I have had a few issues but cannot fault the 24/7 chat support and they have always helped solve the issues I have encountered.

Pros

I wanted a CRM system that was able to do quotes and invoices. Apptivo ticks this box - other competitors can offer this but much more expensive and way out of budget for small company like mine.

Cons

Setting up templates for each app.
Only links to Office 365 and not MS Office 2019

Alternatives Considered

HubSpot CRM

Reasons for Choosing Apptivo

Goldmine and Quotewerks are great but too expensive as a single user in a small business

Reasons for Switching to Apptivo

Price and features
712 reviews