Apptivo Reviews in June 2026: User Ratings, Pros & Cons

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.

Excellent for small businesses who are new to cloud solutions.

What do you like best? The interface was very intuitive, as applications must be these days. The inline support team were excellent and very proactive. It was easy to get up and running and start invoicing clients within days. What do you dislike? Some customization just wasnt possible. It did make us think how we should change how we work, but sometimes its hard to change the tire on the car while the car is running Recommendations to others considering the product For larger ...

Apptivo has saved my small business time and money

What do you like best? Ease of use, time sheets, invoice creation, CRM like software. What do you dislike? I don't perform work by projects and lots of functions like approving time sheets are tied to the project structure. It's not easy to get a yearly total dollar amount billed to each customer and just for my business as a whole, that'd be helpful at tax time. What business problems are you solving with the product? What benefits have you realized? It helps me show my clients ...

Apptivo CRM

What do you like best? Very flexible in terms of over all look, what it does. Many user-friendly features. What do you dislike? We are coming from ACT and utilized our CRM differently than the current Apptivo setup. We are also dealing with years and years of data to import. It is not always a smooth process, and it is very time consuming. What business problems are you solving with the product? What benefits have you realized? We have just started using Apptivo so I think we will ...

Membership managment

What do you like best? Historical record of invoicing & communication; What do you dislike? Have had invoicing issues since the beginning of the year; duplicate invoice numbers; erroneous balance due; my confidence level in the product has dropped from an 8 or 9 to a 6 because of this. Recommendations to others considering the product I have seen little improvements in the past 4 years and have experiences issues with invoices. Problems seem to be recurring. I'm concerned about ...

Good product, it is improving.

What do you like best? It is simple, friendly to use, it is improving. What do you dislike? Some apps need polishing. Ie. Expense App is not good compared to other free apps in the market. The inventory needs polishing. Recommendations to others considering the product try it, several poeple and departments What business problems are you solving with the product? What benefits have you realized? Internal more efficient way to work better docs handling fast invoicing ...

User friendly and does the job for me

What do you like best? I like the automation from creation of quote to invoicing at the click of a button What do you dislike? The reporting functionality is a bit weak What business problems are you solving with the product? What benefits have you realized? Quotes, price books, invoiceshhoop

Great features but a little slow

What do you like best? I like being able to use it on my phone and computer. Setting up tasks with varying dates, projects, customers is my favorite part. The billing and invoicing is great for my web development side business. It looks professional, which is critical because I focus on small businesses. What do you dislike? The interface feels a little outdated to me. Also, it runs slowly on the desktop version, which can be frustrating. What business problems are you solving with ...

Good CRM for a small business/startup

What do you like best? It has easy setup turning apps on and off. It has connected features to Google and other programs. The price is a bit more affordable than other CRM's like it. There is online 24/7 help through the chat system. It's easy to choose your features. What do you dislike? The functions aren't universal enough, you have to add the same information in Each App for them to be available. Example: Email Templates have to be saved in the Settings area for Each Menu Area ie. ...