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Agile CRM vs Apptivo Comparison (2026)
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Good recommendations?
Overview
All-in-One CRM with Sales, Marketing & Service in single platform. Sales tracking, contact management, marketing automation, telephony, analytics and helpdesk.
Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.1
526
5
4
3
2
1
251
164
62
21
28
- Value for money
- Ease of use
- Features
- Customer support
67%
would recommend this app4.4
708
5
4
3
2
1
391
252
51
9
5
- Value for money
- Ease of use
- Features
- Customer support
78%
would recommend this appPros
“Agile CRM combines contact management, lead tracking, and task management, making it easy to tie follow‑ups and activities directly to deals and contacts for a dev-focused company like SoftWeb PK.”
FK
Farman K.
Software Developer
“Well-configured, Agile CRM centralizes leads, tasks, and collaboration to make sure developers, sales, and support are on the same page regarding client history and next steps to avoid dropped follow-ups and miscommunication.”
FK
Farman K.
Software Developer
“Agile CRM helped our team organize team tasks and maximize lead tracking, so our strategic initiatives are running much smoother.”
MS
Muadzam S.
Area Manager
Pros
“It is very convenient to be in Apptivo and be able to pull up a chat with support real-time, with the ability to attach screenshots, and even have the support representative start a screen share to further investigate issues. If the representative is not able to answer my question, they create a ticket on my behalf for the team to follow up on.”
ML
Michele L.
Project Manager
“There are some auto-fill features that would help avoid duplicate data entry: i.e. business address for multiple employees/contacts.”
Brad L.
Principal/Owner
“It's the perfect addition for a solopreneur, allowing me to maintain financial control just as I help sales leaders implement impactful plans and strategies.”
Linda S.
Owner
Cons
“Advanced questions see customer support that's a bit slow, and it does take some effort to fully customize task tracking for restaurant operations.”
MS
Muadzam S.
Area Manager
“It is not a very intuitive program, and it is pretty clunky to use. Once you learn the tricks, it gets better, but there are still a few things that don't make sense.”
Caleb T.
Mechanical Engineer
“Very limited functionality if contacts need to share an email address.”
DS
D S.
other
Cons
“Sendinblue is primarily an email marketing platform, and its CRM capabilities may not be as robust or feature-rich as Apptivo's.”
TÜ
Taha Ü.
Civil Engineer
“The layout and flow is a bit outdated and sometimes the custom configuration needs tech support”
CB
Chris B.
manager
“I have found the online "chat" support to be hit and miss, with a lot of the agents not having much knowledge in helping solve the problem at hand. ”
MS
Marc S.
Director
- Vendor responds to reviews
- Last reviewa month ago
- Vendor responds to reviews
- Last review2 years ago
Key features
- Total features180
- A/B Testing
- API
- Account Alerts
- Account Management
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- App Notifications
- Appointment Scheduling
- Archiving & Retention
- Audience Targeting
- Auto-Dialer
- Automated Publishing
- Automated Routing
- Automatic Call Distribution
- Automatic Outbound Dialer
- Autoresponders
- Behavior Tracking
- Billing & Invoicing
- Blended Call Center
- CAN-SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Disposition
- Call Logging
- Call Monitoring
- Call Recording
- Call Routing
- Call Scheduling
- Call Scripting
- Call Tracking Metrics
- Caller ID
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Campaign Specific Signature
- Catalog Management
- Channel Management
- Click Tracking
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Competitive Analysis
- Computer Telephony Integration
- Contact Database
- Contact Management
- Content Management
- Contract/License Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Complaint Tracking
- Customer Database
- Customer History
- Customer Journey Mapping
- Customer Management
- Customer Segmentation
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import/Export
- Data Security
- Deal Management
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Email Alerts
- Email Campaign Management
- Email Management
- Email Marketing
- Email Monitoring
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- Field Sales Management
- File Sharing
- For Financial Institutions
- For Insurance Industry
- For Mac Devices
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Geotargeting
- Goal Setting/Tracking
- Help Desk Management
- IVR
- Image Library
- Inbound Call Center
- Inbox Management
- Influencer Tracking
- Insurance Management
- Interaction Tracking
- Internal Chat Integration
- Issue Management
- Keyword Filtering
- Keyword Tracking
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Lead Verification/Validation
- Leaderboards
- List Management
- Live Chat
- Location Tracking
- Macros/Templated Responses
- Manual Dialer
- Marketing Automation
- Mass Texting
- Milestone Tracking
- Mobile Access
- Mobile Alerts
- Mobile App
- Mobile Coupons
- Mobile Keywords
- Mobile Optimization
- Monitoring
- Multi-Account Management
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Management
- Multi-Channel Marketing
- Multiple Site Management
- Multiple User Accounts
- Notification Scheduling
- Opportunity Management
- Outbound Call Center
- Pageview Tracking
- Percent-Complete Tracking
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Post Scheduling
- Power Dialer
- Predictive Dialer
- Preview Dialer
- Product Catalog
- Progressive Dialer
- Project Planning/Scheduling
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Queue Management
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Chat
- Real-Time Monitoring
- Real-Time Notifications
- Recurring Tasks
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Response Management
- Revenue Management
- Role-Based Permissions
- Routing
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search
- Search/Filter
- Segmentation
- Self Service Portal
- Support Ticket Management
- Task Management
- Templates
- Territory Management
- Third-Party Integrations
- Ticket Management
- Workflow Management
- Total features77
- A/B Testing
- API
- Account Alerts
- Account Management
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- App Notifications
- Appointment Scheduling
- Archiving & Retention
- Audience Targeting
- Auto-Dialer
- Automated Publishing
- Automated Routing
- Automatic Call Distribution
- Automatic Outbound Dialer
- Autoresponders
- Behavior Tracking
- Billing & Invoicing
- Blended Call Center
- CAN-SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Disposition
- Call Logging
- Call Monitoring
- Call Recording
- Call Routing
- Call Scheduling
- Call Scripting
- Call Tracking Metrics
- Caller ID
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Campaign Specific Signature
- Catalog Management
- Channel Management
- Click Tracking
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Competitive Analysis
- Computer Telephony Integration
- Contact Database
- Contact Management
- Content Management
- Contract/License Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Complaint Tracking
- Customer Database
- Customer History
- Customer Journey Mapping
- Customer Management
- Customer Segmentation
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import/Export
- Data Security
- Deal Management
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Email Alerts
- Email Campaign Management
- Email Management
- Email Marketing
- Email Monitoring
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- Field Sales Management
- File Sharing
- For Financial Institutions
- For Insurance Industry
- For Mac Devices
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Geotargeting
- Goal Setting/Tracking
- Help Desk Management
- IVR
- Image Library
- Inbound Call Center
- Inbox Management
- Influencer Tracking
- Insurance Management
- Interaction Tracking
- Internal Chat Integration
- Issue Management
- Keyword Filtering
- Keyword Tracking
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Lead Verification/Validation
- Leaderboards
- List Management
- Live Chat
- Location Tracking
- Macros/Templated Responses
- Manual Dialer
- Marketing Automation
- Mass Texting
- Milestone Tracking
- Mobile Access
- Mobile Alerts
- Mobile App
- Mobile Coupons
- Mobile Keywords
- Mobile Optimization
- Monitoring
- Multi-Account Management
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Management
- Multi-Channel Marketing
- Multiple Site Management
- Multiple User Accounts
- Notification Scheduling
- Opportunity Management
- Outbound Call Center
- Pageview Tracking
- Percent-Complete Tracking
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Post Scheduling
- Power Dialer
- Predictive Dialer
- Preview Dialer
- Product Catalog
- Progressive Dialer
- Project Planning/Scheduling
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Queue Management
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Chat
- Real-Time Monitoring
- Real-Time Notifications
- Recurring Tasks
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Response Management
- Revenue Management
- Role-Based Permissions
- Routing
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search
- Search/Filter
- Segmentation
- Self Service Portal
- Support Ticket Management
- Task Management
- Templates
- Territory Management
- Third-Party Integrations
- Ticket Management
- Workflow Management
Integrations
- Total integrations32
- Adobe Commerce
- Asterisk
- ClickDesk
- Dropbox
- Drupal
- Drupal Commerce
- FreshBooks
- FullContact
- Gmail
- Google Calendar
- Google Contacts
- Google Drive
- Google Forms
- Google Maps
- Google Workspace
- Gravity Forms
- Help Scout
- Joomla
- Leadpages
- LinkedIn for Business
- LiveHelpNow
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- OneDrive
- Operations Hub
- PayPal
- PayPal Enterprise Payments
- Plivo
- QuickBooks Online Advanced
- RingCX
- RingCentral Engage Voice
- SendGrid
- Shopify
- Slack
- Stripe
- Stripe Billing
- Tidio
- Twilio
- Twitter/X
- Unbounce
- UserVoice
- WooCommerce
- WordPress
- Wufoo
- Xero
- Zapier
- Zendesk Suite
- authorize.net
- Total integrations21
- Adobe Commerce
- Asterisk
- ClickDesk
- Dropbox
- Drupal
- Drupal Commerce
- FreshBooks
- FullContact
- Gmail
- Google Calendar
- Google Contacts
- Google Drive
- Google Forms
- Google Maps
- Google Workspace
- Gravity Forms
- Help Scout
- Joomla
- Leadpages
- LinkedIn for Business
- LiveHelpNow
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- OneDrive
- Operations Hub
- PayPal
- PayPal Enterprise Payments
- Plivo
- QuickBooks Online Advanced
- RingCX
- RingCentral Engage Voice
- SendGrid
- Shopify
- Slack
- Stripe
- Stripe Billing
- Tidio
- Twilio
- Twitter/X
- Unbounce
- UserVoice
- WooCommerce
- WordPress
- Wufoo
- Xero
- Zapier
- Zendesk Suite
- authorize.net
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