Apptivo Reviews in May 2025: User Ratings, Pros & Cons

Quality and potential for work with its functionalities.

What do you like best? Apptivo is a very good program with a really low price, thus making it a clearly accessible to the public. I like that it encourages the streamlining of processes because it can be adapted to daily work. Your support is one of the strongest things about this program since it is very attentive and also for new users it is extremely important this factor. Apptivo has helped me to have excellent contact management and sales channeling thanks to its functionality as ...

Everything in one place

What do you like best? I really appreciate the invoice feature in this CRM. It really integrates the whole sales pipeline in this software and works great for small businesses. What do you dislike? The interface looks a bit dull but in the same essence it makes it easy to use. Also the free version does not allow you to add multiple users. What problems are you solving with the product? What benefits have you realized? The biggest problem Apptivo is solving is updating ...

Very powerful but easy to use CRM plus much more

What do you like best? Like most other systems, Apptivo uses "Chat" as their primary support but for complex set-up or help their scheduled support is beyond what I experienced from others competing in this field. Having expert engineering help is critical for small to medium size operations who have internal staff customizing the system. What do you dislike? As with other cloud-based systems, the web-client can exhibit minor latency when switching between records or major modules. ...

Did not understand how the program is working

What do you like best? Rajesh provided detailed instructions and was able to answer my questions. What do you dislike? I would like more ability to edit/delete old information. Recommendations to others considering the product: Read, Read, Read! Most of the information that you need to use the product is available on their site and other published articles on the internet. What problems are you solving with the product? What benefits have you realized? This product ...

Flexible if a little clunky

What do you like best? A very flexible system. We can track all the parameters we want to track in CRM account management as well as project management. What do you dislike? It is clunky. It takes time invested in the system to understand what it is doing and how it calculates different totals. Not always intuitive. Simplistic reporting but the ability to export data means we can run reports ourselves in excel. Recommendations to others considering the product: If you want ...

Customer Support is Excellent!

What do you like best? The people on the support team are always there - they also accelerate tickets and you are always able to talk with them. What do you dislike? One feature I still don't like that there is no Standard field on the Contact object to Identify the Company that this contact is primarily associated with.... Recommendations to others considering the product: I would add Company to the Contact Object..... What problems are you solving with the product? What benefits ...

Customer Support is Excellent!

What do you like best? The people on the support team are always there - they also accelerate tickets and you are always able to talk with them. What do you dislike? One feature I still don't like that there is no Standard field on the Contact object to Identify the Company that this contact is primarily associated with.... Recommendations to others considering the product: I would add Company to the Contact Object..... What problems are you solving with the product? What ...

Great customizability and expandable

What do you like best? I can create as many fields as I need to organize, track and manage my contacts and customers. As the number of my clients grows I need to automate as many processes as possible. Creating triggers has been a huge help. Great customer service/help desk (Rajesh is the absolute best. I'm always happy when he is working. He is fast, professional and doesn't waste my time trying to figure something out that he doesn't know. He finds out the answer and gets back to me ...

Customer Support is Excellent!

What do you like best? The people on the support team are always there - they also accelerate tickets and you are always able to talk with them. What do you dislike? One feature I still don't like that there is no Standard field on the Contact object to Identify the Company that this contact is primarily associated with.... Recommendations to others considering the product: I would add Company to the Contact Object..... What problems are you solving with the product? What benefits ...

Quality and Timely Technical Support

What do you like best? The app flows nicely in terms of navigation, and fits our business, either directly or with flexible customization. The support is a serious differentiator, as it is available near-immediately online through the app. The quality of responses is quite good and we solve issues effectively in real-time rather than having to wait on email replies that can take days with other CRMs. What do you dislike? Would like to see a little more control over the HTML output on ...