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

I enjoy the service

What do you like best? The calendar reminders to follow up with a customers What do you dislike? The pages load slow and entering customer information isn't super easy Recommendations to others considering the product This is a good software to use to improve customer service as well as improving follow up time with customers. It has been useful for me to remember potential customers and when to follow up. What business problems are you solving with the product? What benefits ...

Apptivo - Keeping my invoices on track

What do you like best? I like the invoice tracking, especially marking invoices as paid automatically What do you dislike? Using Javascript to open windows means it's more cumbersome to get multiple windows open. I'd like it to be easier to open multiple browser tabs while using Apptivo Recommendations to others considering the product Apptivo is a very comprehensive software of which I use only a very small portion. It is extremely useful and very good value for money compared to ...

Need an all in one CRM?

What do you like best? Everything on one platform and tied together. Only need to go to one site to get everything taken care of What do you dislike? Can be a tad slow to switch between modules and clunky. Would like a more modern and easy to navigate UI. Recommendations to others considering the product Review what is important to you and decide from there What business problems are you solving with the product? What benefits have you realized? Customer follow up, project ...

Apptivo provides affordable CRM

What do you like best? The price. It is very affordable and easy to use. What do you dislike? There are too many fields for the basic objects. Recommendations to others considering the product Cheap easy to use solution for basic CRM What business problems are you solving with the product? What benefits have you realized? We needed a billing solution that allowed us to produce professional invoices very easily.

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 ...

Versatile CRM Platform, Great Price, But Inconsistent Quality of Support

What do you like best? Apptivo is a very comprehensive and versatile CRM platform at a great price. Its features are on par with other comparable CRMs, and Apptivo easily beats them when it comes to cost. What do you dislike? Apptivo is inconsistent when it comes to quality of their support. The good thing is that you are connected to a knowledgeable project team. But the bad part is that it's off-shore support, and there are communication challenges. Recommendations to others ...

Ideal for Basic CRM Management

What do you like best? I appreciate that Apptivo provides a clean and straightforward interface for client relationship management. It's task management is not overly intricate, and it gets the job done. What do you dislike? There could be more customization of menus, but this is more a wish than a requirement. Recommendations to others considering the product Know your must haves and your wants. If Apptivo meets at least your requirements, then its a good value in most cases for ...

Allows my company to stay organized with our clients

What do you like best? The emailing invoices and receiving payments is my favorite feature of the app. What do you dislike? Some of the other features are great, but they are a bit basic like the Ledger app. It is a bit too simple and takes too much time to input information. But it is still very easy to use and set up. Recommendations to others considering the product It is difficult to input accounting info on the ledger app. It is great for emailing clients, emailing invoices, ...

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. ...

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 ...