ClickUp is a cloud-based collaboration and project management tool suitable for businesses of all sizes and industries....
Software Advice offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Learn more
About Apptivo
Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management.
Apptivo’s customer relationship management (CRM) applications provide modules for contact management, lead management, opportunity management and customer service ticket management. Marketing applications include campaign management, lead segmentation and loyalty management. Businesses can select necessary applications and omit applications they do not need.
Other applications include expense reports, license and insurance tracking, sales planning and territory management, cash management and budgeting. Users can access Google app integrations for Drive, Calendar and Tasks, and mobile apps are also available.
Pricing is per user per month, billed annually.
Apptivo pricing
Apptivo does not have a free version but does offer a free trial. Apptivo paid version starts at USD 10.00/month.
Starting Price:
USD 10.00/month
Free Version:
No
Free trial:
Yes
Alternatives to Apptivo
Streak is a cloud-based customer relationship management (CRM) solution that helps small to large enterprises manage...
Builder Prime is revolutionizing the home improvement industry. Our all-in-one business management solution seamlessly...
MarketSharp is a cloud-based CRM solution used by residential remodelers and other professionals in the construction...
Help Scout is a dedicated customer support platform built for growing teams to deliver best-in-class customer service....
Workflow Max is a cloud-based workflow and job management solution designed to serve small to midsize service-based...
Apptivo Reviews
Feature rating
5 reviews of 712
View all reviews
Linda
- Industry: Professional Training & Coaching
- Company size: Self Employed
- Used Daily for 1-5 months
-
Review Source
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
HoneyBookReasons 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
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
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.
Walter
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 1-5 months
-
Review Source
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
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.
