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

Good, free program for managing work tasks and schedules

What do you like best? I enjoy the scheduling and task features on this program. It makes it easy to assign tasks and send event notifications to other staff members. Currently, I use it for myself to keep up with following up with church members, tracking events, and making sure I'm up to date on my weekly tasks. I also really enjoy that you can download a mobile app so you can keep up with everything on the go. It's a lot like Google calendar or Asana but you can be more detailed with ...

Apptivo user experience

What do you like best? The features that I like best about Apptivo is the customization. You get to choose what apps to use. It's pretty user friendly and I really like the contacts and notes. What do you dislike? The email app does not work correctly. It took me a couple days to figure out that my emails where not sending from within the program. What business problems are you solving with the product? What benefits have you realized? Apptivo really helps keep me organized and keep ...

One of the Best CRM's I have ever used

What do you like best? Apptivo is easy to navigate and use. The cost is fantastic and customers find it easy to use when sending invoices What do you dislike? No Text messaging from the program, this would be a great feature to add Recommendations to others considering the product Text Messaging What business problems are you solving with the product? What benefits have you realized? Invoicing customers was a big issue that this solved

Apptivo CRM Review

What do you like best? Scale-ability of the software suite. Easily adopt as few or as many plug-ins / apps as you see fit. I would easily describe Apptivo more as an 'ERP' than a 'CRM' as so many features are available. What do you dislike? Support can be a little lacking on occasion. Not a major drawback considering the pricing, but can be slow to respond on occasion. What business problems are you solving with the product? What benefits have you realized? Automated invoicing, ...

Overall like apptivo but doesn't completely cover our needs

What do you like best? That everything is located in one place and being able to customize features is very helpful! What do you dislike? Client Invoicing is difficult--we're still sending out invoices through another software as we weren't able to customize the invoice enough for our purposes. What business problems are you solving with the product? What benefits have you realized? Database & project managment. Makes it easier to manage our projects.

Good CMS with a number of features

What do you like best? I like the use of the contacts and ability to access client info What do you dislike? Some limitations on the CMS - Need more ability for marketing tools What business problems are you solving with the product? What benefits have you realized? Constant contact with clients

It Works but is a bit old school

What do you like best? The Price and features were in our budget (we are a small agency. What do you dislike? Slow, no real on-going development, support is weak. Recommendations to others considering the product Plan on a long startup if you want to use it for time management and project management. What business problems are you solving with the product? What benefits have you realized? Keeping all my client info in one place

Apptivo: All-Inclusive Cloud App for Admin & Operational Success (CRM, Project Management, Billing)

What do you like best? I like how detail views are available from most places; call logs, projects, tasks, notes can be associated with a contact or company or opportunity. The integration with email is excellent, right down to making it easy to connect your email boxes. One challenge I had that Apptivo solved for me was how to keep emails related to a particular project or opportunity all together in one place. Apptivo does a good job of this by assigning codes (or project numbers, ...

Picky Sales Guy with an unique customer base

What do you like best? I have been using Apptivo for a few years now. I research frequently to see if there are better platforms. While other platforms may have a few features that are superior, Apptivo has a suite of apps that meet my company needs the best. This way I don't have to have a CRM, and a separate program to be able to do custom estimates, it stores all my products which are many, in there and makes a real quick way to produce professional looking estimates with the ...

Apptivo is full-featured!

What do you like best? The wide array of supported function, the ease of customizing, the 360 degree view, document storage. What do you dislike? The paragraph text field editor (all apps, the speed of moving app to app. Recommendations to others considering the product Great price performance compared to Salesforce and others. What business problems are you solving with the product? What benefits have you realized? Company and contact management, invoicing, document storage.