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Score 9.2 out of 100


Recent Reviews

Apptivo a great option!

10 out of 10
June 23, 2021
My organization use Apptivo in various deparments to control and organizate proyects and the comunication of the team. We didn't find any …
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Not ready for the prime time

4 out of 10
June 27, 2015

Apptivo was and still is at the time of writing very much a beta product. While the app promotes having 40+ apps that cover the spectrum …

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Features Scorecard

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Product Details

What is Apptivo?

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Users can manage business tasks across the customer life cycle, including sales & marketing, billing & support, etc. There is no per-app pricing; users get access to the entire platform starting at $10 monthly per user. Apptivo Apps include:

  • Marketing - Create targeted lists of contacts, build & deliver email campaigns, and track analytics.
  • Sales - Complete CRM capability with robust contact management, sales pipeline, automation, and reporting.
  • Help Desk - A powerful ticketing system with email integration, web portal, and time tracking.
  • Project Management - Manage project schedules via gantt charts, track time & milestones, and invoice for effort spent.
  • Field Service - Work order assignment & dispatching, mobile photo, time, and materials capture, and billing.
  • Quoting & Billing - Build professional quotes & email them to customers with integrated billing & recurring invoice capabilities.
  • Order Management - Turn quotes into orders, track inventory & shipments, and bill the customer for products purchased.
  • Procurement & Supply Chain - Manage vendors, track purchase orders & invoicing, and manage inventory.

Apptivo Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Channel / partner relationship management

Customer Service & Support Features

  • Supported: Case management
  • Supported: Call center management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Platform Features

  • Supported: Mobile access

Apptivo Screenshots

Customize each app by dragging and dropping each attributeProject management gantt chartConvert a lead into a contact, customer, and/or opportunity

Apptivo Video

Apptivo is a powerful sales & marketing tool that is ranked as the #1 most affordable CRM by Capterra. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, campaign management, and flexible workflow tools including marketing automation. Everyt...
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Apptivo Integrations

Apptivo Competitors

Apptivo Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone, Mobile Web
Supported CountriesAll
Supported LanguagesEnglish


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Frequently Asked Questions

What is Apptivo?

Apptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions.

What is Apptivo's best feature?

Reviewers rate Customer data management / contact management and Opportunity management and Help desk management highest, with a score of 10.

Who uses Apptivo?

The most common users of Apptivo are from Small Businesses (1-50 employees) and the Airlines/Aviation industry.

Reviews and Ratings




(1-4 of 4)
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Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Apptivo to keep all of our contacts organized and together in one simple and easy to use online program. We are able to have several different address books and assign contacts to certain leads. It provides everything we need and more, and the best part is everything is contained in one single program!
  • Allows for various address lists to make sure contacts are in the correct category.
  • Can assign contacts to different leads.
  • Allows you to add notes and personal information for each contact.
  • Program is all online, so it doesn't take up any space on your computer.
  • When I export addresses, I can't choose to have states abbreviated - I have to go back and manually change them in the Excel spreadsheet after the fact.
  • It is not very easy to import new addresses. They have an importer, but I've found it's sometimes faster to just manually add them.
  • The platform may seem a little bit out of date. They haven't really updated the format of their site, logos, etc..
I would absolutely recommend Apptivo! We have used Apptivo for years, and we wouldn't consider another platform to keep all of our contacts together in one place. It's easy to export certain lists for certain mailings and to add/remove new contacts and move things around as needed over time. There's freedom to adding new contacts and the pricing is phenomenal.
Apptivo is always quick to respond whenever we have had a problem over out time of using the program. The customer service reps are always very polite and professional in their responses and are very knowledgeable! I have never gone to them with a problem that they don't do everything in their power to help solve, and most times they have (abbreviating states is the only issue we weren't able to solve).
Score 10 out of 10
Vetted Review
Verified User
Review Source
My organization use Apptivo in various deparments to control and organizate proyects and the comunication of the team. We didn't find any problem with this program because is very intuitive to use and you can personalize your control panel. In an agency of marketing is very useful for us because we can track the proyects and see what's going on.
  • Intuitive
  • Easy to learn
  • Great prices
  • You can make and track phone calls
  • Support service insuficient
  • Simple documentation
  • App limited (smartphone)
I highlty recomended because Apptivo deploy as a simple contact management system with elegant integrations, like: automatic tracking of conversation on email, automatic register of phonecalls.

The solution offers a complete set of sales tools for customer management, activity monitoring, visualization and automated workflow channeling, as well as the integration of a professional quotation system capable of generating estimates and sending by email proposals to customers in PDF.
Your company will have the support of special services to facilitate the deployment of the tool and incorporate all the necessary applications to integrate your business with this Suite and get the most out of it from minute one.

Allowing to strengthen the relationship with the most important clients for your organization.

As a result, many companies are able to manage their customer experience to achieve continued increases in sales.
Score 7 out of 10
Vetted Review
Verified User
Review Source
We made the decision to purchase Apptivo mainly for collaboration and to streamline processes within our department; as well as for external departments we worked with on projects. It was sufficient for our needs and very easy to use. Though our whole organization doesn't use it, a few departments within our organization do, and it helps with keeping everything in one spot to reference since some of the individuals in our departments are in different countries and time zones. It created ease regarding project updates and outstanding items that needed to be addressed immediately.
  • Good for streamlining project management on projects over a long life cycle.
  • Helpful in keeping contacts up to date and relevant.
  • Streamlines processes across the organization where there are many departments.
  • Dashboard and interface subsections are a bit clunky re: functionality.
  • Built-in email client isn't always a feasible option for efficiency (signatures are different, contacts don't always update accordingly).
  • Consistency and integration between apps is not always optimal.
If you need a CRM system to help manage projects, this is a great option. Some of the other apps we didn't use such as accounting, etc. Because we only needed a basic system, we chose Apptivo. Also, because the price was right. Also if you need immediate support, Apptivo is great! If it's complicated though, it did get a bit challenging.
Score 4 out of 10
Vetted Review
Verified User
Review Source

Apptivo was and still is at the time of writing very much a beta product. While the app promotes having 40+ apps that cover the spectrum of business requirements, once you dive deep you quickly discover that most of these apps are not integrated with the other apps and are almost islands within the overall application. The very basic items are just about ok but the UI and UX is I am afraid only a work in progress rather than usable in a real world business. If you are a one person entity dealing in one currency and only do business in your home country then Apptivo can manage the basic address book crm type basics well.

Support is class leading on this product. Its available within the app through the chat window unfortunately however any big issues (items that impede productivity and cost you a days work) cannot be addressed by support directly as they only pass information to the development team. But for simple training on how do I do this questions the built in support is excellent.

The app has been evolving but in the last year the 100+ items highlighted by us still remain unfixed. They are many and cover things such as....viewing the homepage calendar. Any item such as a meeting or phone call. If the tag that shows the linked contact or opportunity has more than 5 letters in its name then it gets clipped. This leaves you with a screen full of items listed in nice colours but you cannot read any of the information without clicking. If you then click an item it opens a new page and you cannot get back to where you came from. The UI and UX for power users is deeply frustrating. This puts people off from using it....which is why we stopped using them and went elsewhere. They messed up our contact data on numerous occasions and we had to wait for days to for them to fix it. Not acceptable!

Pricing is very economic but unfortunately this is reflected in the product. You get what you pay for. Their website says they are launching version 6 soon. They spent over a year attempting to launch version 5 which never worked properly at all. But one cannot predict the future.

  • Built in support for new users.
  • Basic crm works...just dont expect it do anything well beyond the basic.
  • Price.
  • Google Apps integration is better than a lot of the competition who charge and anwful lot more.
  • They are open to and try adapt quickly based on customer feedback.
  • Homescreen claims to be the center of the application however the sub sections are mostly flawed or do not function as one would expect.
  • The built in email client kinda works but depending on which section of the app you are in the default font will be different from your signature. Also you cannot add a cell phone to staff signatures. I asked about this for months. It was never fixed. When will CRM companies learn that email is STILL the center of many business. It is unacceptable to have different fonts in the same mail and signatures that change from client to client.
  • They frequently messed up our contact data.
  • Multi currency exists on invoices but not on other apps.
  • Fragmentation with their apps....some apps are still on version 3 some on 4 and some on version 5. This means you are forced to deal with 2 or more different user interfaces within the same app.
  • No consistency between the apps.
  • Often there is little or no integration between the apps inside Apptivo.
(UPDATE: Please note that my review was for the Version 5 of their apps. They have recently updated 2 of their main apps to V6 which show a lot of improvements. The sad thing however is that many of their 40+ apps never even made to V5 let alone V6. V5 to V6 has taken over a year and only the core apps are getting attention.) As it stands Apptivo is only useful for one person or sole trader type entities. If your business wants to use all the apps and works internationally then Apptivo will create headaches and frustration rather than increasing productivity.

They may solve many of the 100+ items we provided them with free of charge in an upcoming release, but we left with a bad taste in our mouth. Countless hours lost in our business while we acted as bug finders for Apptivo while paying for the product.