Apptivo Reviews

4 Ratings
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Score 8.0 out of 100

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Anonymous | TrustRadius Reviewer
June 27, 2015

Not ready for the prime time

Score 4 out of 10
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Pros and Cons

  • 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.
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Anonymous | TrustRadius Reviewer
October 06, 2015

A basic system with various CRM apps

Score 7 out of 10
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Pros and Cons

  • 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.
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Feature Scorecard Summary

Customer data management / contact management (2)
Workflow management (2)
Territory management (1)
Opportunity management (1)
Integration with email client (e.g., Outlook or Gmail) (2)
Quote & order management (1)
Interaction tracking (1)
Channel / partner relationship management (1)
Case management (2)
Help desk management (1)
Lead management (1)
Email marketing (1)
Task management (2)
Billing and invoicing management (1)
Reporting (2)
Custom fields (1)
Custom objects (1)
Single sign-on capability (2)
Role-based user permissions (2)
Mobile access (2)

About 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
Has featureCustomer data management / contact management
Does not have featureWorkflow management
Does not have featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Does not have featureInteraction tracking
Has featureChannel / partner relationship management
Customer Service & Support Features
Has featureCase management
Has featureCall center management
Has featureHelp desk management
Marketing Automation Features
Has featureLead management
Has featureEmail marketing
CRM Project Management Features
Has featureTask management
Has featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports
Customization Features
Has featureCustom fields
Has featureCustom objects
Does not have featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Has featureSingle sign-on capability
Social CRM Features
Does not have featureSocial data
Does not have featureSocial engagement
Integrations with 3rd-party Software Features
Does not have featureMarketing automation
Does not have featureCompensation management
Platform Features
Has featureMobile access

Apptivo Screenshots

Apptivo Integrations

Apptivo Competitors


  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Optional
EditionPricing DetailsTerms
StarterFreePer User per Month
Premium$10Per User per Month
Ultimate$25Per User per Month

Apptivo Support Options

 Free VersionPaid Version
Live Chat

Apptivo Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android, Windows Phone, Mobile Web
Supported Countries:All
Supported Languages: English