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8.8

Spot Score

Apptivo - CRM Software

Apptivo Review: Is It The Right CRM Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

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Starts from $8 / User / Month when Billed Yearly

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What is Apptivo?

Apptivo is a web-based and mobile app based CRM that allows you to manage all of your contacts, prospects, opportunities, companies and deals in one single place. Apptivo's smart features can be flexibly configured to assist you with virtually any business process.

Pricing

  • Starts from $8 / User / Month when Billed Yearly

  • Free Trial available

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

  • Data residency:🇺🇸

Platform

  • Web + mobile app (iOS & Android)

  • Installed - Windows

  • Installed - Mac

Apptivo Software Demo

Apptivo was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Apptivo

Team types
Freelancers / Consultants, Large Enterprises

Why teams choose Apptivo

  • Web and mobile access ensures flexibility for users.

  • Customizable features cater to diverse business needs.

  • User-friendly interface promotes quick adoption.

Is Apptivo right for you?

What buyers should know before shortlisting Apptivo

Apptivo stands out as a highly customizable and versatile CRM solution that offers an efficient platform for managing business needs of varying sizes. Its greatest strength lies in its exceptional customer support, with users consistently praising the responsiveness, patience, and expertise of its support team.

Many reviews highlight how representatives go above and beyond to resolve issues promptly, offering a personalized and hands-on approach that fosters user confidence. The software’s cloud-based design and seamless integrations with tools like Google Calendar and G Suite further enhance its appeal, while its modular nature allows businesses to select only the features they require, ensuring a streamlined and intuitive experience.

The platform’s extensive customization options cater to unique business workflows, making it particularly suited for organizations with diverse or dynamic requirements. However, this level of flexibility also comes with a learning curve.

Some users find the abundance of features initially overwhelming or report navigation challenges due to the multi-layered interface. Occasional lags and updates without prior notice have also been noted, but these minor setbacks are swiftly mitigated by Apptivo’s responsive support team and ongoing updates.

With its affordable pricing, collaborative features, and commitment to improving workflows, Apptivo is a robust CRM solution that delivers significant value for businesses seeking customizable and reliable tools to drive growth and efficiency.

Pros and cons

Apptivo pros and cons

  • Apptivo pros
  • Web and mobile access ensures flexibility for users.

  • Customizable features cater to diverse business needs.

  • User-friendly interface promotes quick adoption.

  • Apptivo cons
  • May lack advanced CRM functionalities.

  • Customization can be challenging for some users.

4.1/5 rating
164 verified reviews
Free trial available

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Apptivo reviews and ratings

Buyer sentiment

Buyer sentiment is positive across 164 reviews, with strong overall satisfaction.

What buyers like

  • Responsive and highly professional customer support team, consistently praised for their patience, knowledge, and availability at all times.
  • Highly customizable software that adapts to varying business needs, offering flexibility and scalability for both small and large enterprises.
  • Comprehensive set of CRM tools, including lead management, sales pipeline tracking, email syncing, and calendar integration, streamlining business operations.

Common complaints

  • Overwhelming customization options and features may be complex for new users or non-technical individuals without adequate guidance.
  • Regular updates and changes can be difficult to follow, with insufficient notifications or clear documentation on updates.
  • Occasional sluggishness in the application, such as delays when switching pages or saving data, which can hinder productivity.

4.1

Very Good

Based on 145 ratings & 164 reviews

Rating Distribution

Excellent

(112)

Very Good

(40)

Good

(5)

Poor

(3)

Poor

(4)

What users are saying

QP

Quinn P

02/01/24

5 out of 5

"The online support was very helpful"

What do you like best about Apptivo? Naresh was there to support me. He was very patient and knowledgeable about the Apptivo software. He identified ...

Read more

BW

BRAD W

12/28/23

5 out of 5

"Outstanding Customer Support and Service!!"

What do you like best about Apptivo? Hands down the support I recieved from Josephine! SHe was prompt, precise, extremely helpful and determined to ...

Read more

AU

Anonymous User

12/20/23

5 out of 5

"CRM Solution"

What do you like best about Apptivo? It is a completely customizable software and their tech support is amazing! It is pretty easy to set up and can ...

Read more

AT

Alan T

12/19/23

5 out of 5

"Excellent service"

What do you like best about Apptivo? Always available, no matter what ime zone and time of day, keep up the good response. What do you dislike about ...

Read more

AU

Anonymous User

12/14/23

5 out of 5

"Quick and Easy Solution...I love it!!!"

What do you like best about Apptivo? When I reach out to customer support and connect with them. I love the fact that they take over my computer and ...

Read more

AU

Anonymous User

12/07/23

5 out of 5

"Great Customer Support"

What do you like best about Apptivo? I'm new to Apptivo and haven't had a lot of time to see it in practice yet, but I have found it very easy to set ...

Read more

What are the features of Apptivo?

33%

Feature coverage

10 of 30 tracked features

Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…

Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…

Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…

Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…

Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…

Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…

A product catalog is a marketing tool that contains vital product information to assist buyers in making a purchasing choice. Product charac…

Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…

A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…

Referral tracking entails gathering information throughout the entire referral process, from a customer registering to become a referrer to…

Security & Compliance

Apptivo security and data handling

Key compliance certifications and security features for IT and security teams evaluating Apptivo.

Certifications

HIPAA✗ Not certified

Developer & data

Data residency
🇺🇸

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Help & Contact

Apptivo Support Options

Customer Service24/7 (Live rep)Business HoursOnline
LocationFremont, California

Frequently Asked Questions About Apptivo

Common questions buyers ask before choosing Apptivo.

Apptivo is a CRM Software. Apptivo offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Referral Tracking and many more functionalities.

Buyers commonly note the following limitations of Apptivo: May lack advanced CRM functionalities.; Customization can be challenging for some users.; Integration capabilities may be limited..

Some top alternatives to Apptivo includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales and LabiDesk.

Apptivo offers Free Trial, Subscription, Quotation Based pricing models

We don't have information regarding integrations of the Apptivo as of now.

The starting price of Apptivo is $8/User/Month when Billed Yearly

Ready to try it?

Get started with Apptivo

Start your free trial — no credit card required.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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