Apptivo Features

Apptivo

CRM for managing customer accounts

4.39/5 (458 reviews)

Apptivo Feature Summary

  • Contact management
  • Unified activity management
  • Lead tracking & auto assignment
  • Pipeline reports & dashboards
  • Workflow & marketing automation
  • Help desk tickets
  • Detailed role based security
  • Activity management
  • Audit trail
  • Auto-responders
  • Automatic reminders
  • Calendar management
  • Calendar sync with Google
  • Configurable workflow
  • Customer accounts
  • Customer history
  • Customizable branding
  • Customizable reporting
  • Customizable templates
  • Data import
  • Document storage
  • Email integration
  • Estimating
  • Expense tracking
  • Full text search
  • Gantt charts
  • Help desk management
  • Invoice management
  • Job management
  • Lead capture
  • Lead distribution
  • Lead generation
  • Lead scoring
  • Multi-channel management
  • Multi-company
  • Multi-country
  • Multi-currency
  • Opportunity management
  • Order management
  • Pipeline management
  • Product catalog
  • Project time tracking
  • Proposal generation
  • Purchase order management
  • Quote management
  • Rules-based workflow
  • Sales analytics
  • Sales tracking
  • Search functionality
  • Secure data storage
  • Secure login
  • Shared contacts
  • SLA management
  • SSL security
  • Supplier management
  • Third party integration
  • Timesheets
  • Website integration
  • Work order management
  • Workflow management
  • Continuous backup
  • Activity dashboard
  • Billing & invoicing
  • Data import/export
  • Goal setting / tracking
  • API
  • Custom fields
  • Email templates
  • Lead assignment
  • Pipeline reports
  • Role-based permissions
  • Web forms
  • Event triggered email
  • Filtered views
  • Territory management
  • Lead management
  • Contact management
  • Project management

Competitor Feature Comparison

API
Activity Dashboard
Activity Management
Activity Tracking
Audit Trail
Auto-Responders
Automatic Notifications
Billing & Invoicing
CRM Integration
Calendar Management
Calendar Sync with Google
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customer Accounts
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Storage
Drag & Drop Interface
Email Integration
Email Notifications
Email Templates
Email Tracking
Estimating
Expense Tracking
Filtered Views
Full Text Search
Gantt Charts
Goal Setting / Tracking
Help Desk Management
Invoice Management
Job Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Scoring
Mobile Alerts
Mobile Integration
Monitoring
Multi-Channel Management
Multi-Company
Multi-Country
Multi-Currency
Opportunity Management
Order Management
Permission Management
Pipeline Management
Pipeline Reports
Product Catalog
Project Management
Project Time Tracking
Proposal Generation
Purchase Order Management
Quote Management
Real Time Notifications
Receiving
Reminders
Reporting & Statistics
Role-Based Permissions
Rules-Based Workflow
SLA Management
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Secure Data Storage
Secure Login
Single Sign On
Status Tracking
Supplier Management
Task Management
Task Scheduling
Territory Management
Third Party Integration
Timesheets
To-Do List
Visual Analytics
Web Forms
Website Integration
Work Order Management
Workflow Management
Learn moreCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Audit Trail
Auto-Responders
Automatic Notifications
Billing & Invoicing
CRM Integration
Calendar Management
Calendar Sync with Google
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customer Accounts
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Storage
Drag & Drop Interface
Email Integration
Email Notifications
Email Templates
Email Tracking
Estimating
Expense Tracking
Filtered Views
Full Text Search
Gantt Charts
Goal Setting / Tracking
Help Desk Management
Invoice Management
Job Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Scoring
Mobile Alerts
Mobile Integration
Monitoring
Multi-Channel Management
Multi-Company
Multi-Country
Multi-Currency
Opportunity Management
Order Management
Permission Management
Pipeline Management
Pipeline Reports
Product Catalog
Project Management
Project Time Tracking
Proposal Generation
Purchase Order Management
Quote Management
Real Time Notifications
Receiving
Reminders
Reporting & Statistics
Role-Based Permissions
Rules-Based Workflow
SLA Management
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Secure Data Storage
Secure Login
Single Sign On
Status Tracking
Supplier Management
Task Management
Task Scheduling
Territory Management
Third Party Integration
Timesheets
To-Do List
Visual Analytics
Web Forms
Website Integration
Work Order Management
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Audit Trail
Auto-Responders
Automatic Notifications
Billing & Invoicing
CRM Integration
Calendar Management
Calendar Sync with Google
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customer Accounts
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Storage
Drag & Drop Interface
Email Integration
Email Notifications
Email Templates
Email Tracking
Estimating
Expense Tracking
Filtered Views
Full Text Search
Gantt Charts
Goal Setting / Tracking
Help Desk Management
Invoice Management
Job Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Scoring
Mobile Alerts
Mobile Integration
Monitoring
Multi-Channel Management
Multi-Company
Multi-Country
Multi-Currency
Opportunity Management
Order Management
Permission Management
Pipeline Management
Pipeline Reports
Product Catalog
Project Management
Project Time Tracking
Proposal Generation
Purchase Order Management
Quote Management
Real Time Notifications
Receiving
Reminders
Reporting & Statistics
Role-Based Permissions
Rules-Based Workflow
SLA Management
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Secure Data Storage
Secure Login
Single Sign On
Status Tracking
Supplier Management
Task Management
Task Scheduling
Territory Management
Third Party Integration
Timesheets
To-Do List
Visual Analytics
Web Forms
Website Integration
Work Order Management
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


19 reviews

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


80 reviews

Apptivo Feature Reviews

25 reviewers had the following to say about Apptivo's features:

Heather Plunkett

Good CRM for Value

2019-10-23

Great to keep track of projects, opportunities and leads; easy to use

Pros

Easily customizable, good customer service

Cons

Customers and Contacts apps don't automatically update changes in one or the other

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Vernessa Taylor

Apptivo is All-Inclusive, Modern ERP Cloud App Done Right (Just Add Speed and GUI Refresh)

2018-06-20

I was using Teamwork (formerly Teamwork PM) for project management, a local install of vTiger CRM for contacts and opportunity management, and myriad other cloud-based apps to pull together administrative activities. I wanted an all-inclusive software with strong project management features that also allowed me to handle detailed invoicing and allowed customers to click a link to pay.

Pros

I like how detail views are available from most places -- call logs, projects, tasks, and notes can be associated with a contact or company or opportunity.

Cons

They could do better with customization (esp. dashboards), reporting, data import, data export and speed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo



Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. I am sorry to hear about the problems you faced and we are looking into that now. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Read more
Emily Mears

Everything you need

2019-07-29

This is by far the best CRM/estimating/invoicing/product management/project management software a company could be looking for.

Pros

Completely customizable Integrates well and all information is easily found

Cons

Can be difficult to navigate if unfamiliar Can be difficult to customize if unfamiliar

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo


Hello Emily,

Thank you so much for taking the time to post this review! Our team is glad you're happy with Apptivo. We will collect this feedback on getting familiar with Apptivo and notify our teams accordingly. We exist because of customers looking for an end-to-end solution like you! Again, thank you so much!

Team Apptivo

Read more
Mike Hoal

On day 2 of my 30 day trial and customer service has been fantastic and immediate.

2017-05-11

Pros

The UI/UX very intuitive and FAQs are very detailed.

Cons

Other thing is lack of customizable reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joe Michalski

Software is great. There a handle of very basic things that have need to be addressed.

2018-05-01

Able to create a customized template that works for my company

Pros

How customizable it is.

Cons

For example, the Company Name field in google contacts does not sync with Apptivo.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo


Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Read more
Sarah Leahy

Simply the Best

2019-05-31

In addition, we also must send out supplies from third-party vendors, so there's a lot of supply and project tracking that, ideally, we would like integrated.

Pros

Very accessible and great customization, easy to navigate, easy importing from Excel, ability to track email campaigns, add-on and integrate apps for parts of a process, inexpensive, and live support chat within the application

Cons

The interface is not as "fun" or attractive as some other online CRMs in the market, but still nice and practical

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo


Hello Sarah,

Thank you so much for taking the time to post this review! Our team is so happy that you're happy with our software and support team. Again thank you so much!

Team Apptivo

Read more
Sean Welenc

Apptivo is great

2016-07-08

You can track potential sales, vendors, customers; and is customization is easy.

Pros

So much integration. It's pretty sweet.

Cons

I think the project management portion could be more robust.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Apptivo

free for 3 users. Advanced access free for 30 days. Never try never know.

Source: Capterra
Helpful?   Yes   No
Read more
Katherine Markham

Apptivo Product Review

2019-09-30

To date, our team is better organized, while the reporting system and agreement process save's labor hours & relative cost.

Pros

Easy to locate complex accounts by their unique fields. Great reporting system.

Cons

Certain fields (like address) should be prepopulated when creating a new entry.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Daniel Ziegler

Great Support

2020-01-09

Good

Pros

Good customization and quick responses to chat support.

Cons

Email integration issues with outlook exchange + contacts in trash keep showing up in contacts list at random

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Frank Horbelt

Verified Reviewer

Getting started on the right foot!

2014-08-18

The program is highly customizable. Overall, I feel like I'm getting a tool set that used to be reserved only for the largest of my competitors who could afford to spend big bucks on software.

Pros

Highly customizable.

Cons

For quick input at tradeshows. Integration with Shipstation for shipping orders.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Anonymous
A verified reviewer

I have been using Apptivo for 5 years now. Very good overall!

2018-05-04

Integration, control over my process, paper reduction, information available always, on the go, basic reporting, personalization and company branding, professional presentation of my company, cost control,

Pros

Simple It is growing in terms of features It allows managing a complete end-to-end company Invoicing App is very simple and powerful. Mobile app works fine

Cons

Sometimes it is slow Some Apps are very basic Documentation is very simple, basically the screenshots Personalization could be complex

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo


Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Read more
Adith Krishna

Verified Reviewer

Robust and flexible customer relationship management tool.

2018-08-04

Pros

Provides robust reporting features, you can export data to excel with ease.

Cons

The Graphical user interface looks quite outdated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
Read more
Alexis Watters

Great Option for Unique Business Model

2019-04-24

The highly customizable fields make building a CRM that meets our needs easy.

Pros

I like how customizable and scalable the Apptivo CRM is.

Cons

Right now, there's more options than we need, like employee management, but it is nice to know the option is there.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo


Hello Alexis,

Thank you so much for taking the time to post this review! We're glad that you're happy with the customizable features of Apptivo and find it easy to use for you and your team. We exist and are lucky to have customers like you. Again, thank you so much!

Team Apptivo

Read more
Bryan Meehan

Who Provides GREAT "Chat" Support?

2019-09-22

Replaced ACT Contact Management System to provide realtime access to critical data to make decisions and deliver breakthrough support to our customers and vendors.

Pros

On a prior Chat call, Apptivo suggested a remote session where the representative quickly identified the Advanced Capabilities required to import a complex database.

Cons

Additional pre-built integrations are time savers and Apptivo has more work to do in this area.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Kenneth Neward

Exceptional Quality

2019-08-27

This is the best fully customizable CRM solution we've used that integrates seamlessly with Outlook.

Pros

It is EXTREMELY customizable and the variety of apps, many of which are part of the base service package, is unbelievable.

Cons

Every now and then, there are some quirky glitches but on the positive side, client services is always available via chat and they are extremely helpful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jason Cox

Not fully baked CRM

2018-02-14

Pros

The software is very customizable. Service team was quick to respond to issues.

Cons

We had many issues importing our existing contacts over.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Lindsay Bradley

Potential to be great, but missing the mark in critical areas

2020-02-13

Pros

It is user friendly from the aspect of moving around and customizing fields. The import function was also nice to bring in data from old CRM. the chat feature is nice to ask a question and they are quick to respond the price is affordable

Cons

It does not truly integrate with O365 to be fully functional. it syncs calendar events and thats all. so all the tasks assigned, you have to manage from the app not your O365 suite.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Software Advice
Helpful?   Yes   No
Read more
Marcy Gialdo

Apptivo has been able to provide me with anything I needed to do to manage and invoice customers

2018-05-01

i'm able to keep leads, contacts and customers straight.

Pros

Online -easily accessible Intuitive interface Has all the features of larger, more expensive software

Cons

UI for invoices used to be straightforward but has changed. Reminders and recurring tasks could be easier to set up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo


Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Read more
Gretchen Grant

User-friendly, customizable CRM that can scale with us!

2019-09-06

We were in so many different platforms and apps and I wanted something that could integrate with various cloud apps and automate several processes so we could do more without having to switch apps.

Pros

The UI is very user-friendly, it's completely customizable for our industry specifics and the customer support has truly been world-class!

Cons

At first, it was slow in responsiveness, but after their support team cleaned up some things for me and helped me re-configure some automations more efficiently, it's nice and quick now!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Devin Jamroz

A great and very customizable CRM with easy integration with our email server

2018-05-04

Pros

High level of customization of the fields.

Cons

The fixed or default fields cannot be removed or hidden

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo


Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! I am sorry to hear about the problems you faced and we are looking into that now. Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Read more
Anonymous
A verified reviewer
Verified Reviewer

Beyond Impressed

2014-04-27

I have worked with two other CRMs. This solution beats them both for single users or groups up to 50. The cost is ONLY $10 per user/month. You determine each user's apps that are required for their job role. These apps may also be rolled out in phases. You company can 'ease into' CRM at your pace.

Pros

You can design a CRM solution around your business.

Cons

No integration with Constant Contact. They do have plans to offer it Q4 2014.

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No
Read more
Ashton Braithwaite

The interface, functionality and configurability of Apptivo CRM is superb.

2017-04-30

This makes it not just a CRM system, but also an invoice and accounting system and reporting tool.

Pros

All of the features we desire are available on a mobile platform, so we really couldn't ask for much more.

Cons

Between Apps, which are really views, their is not a 2-way synchronization of fields, only a one-way push is offered.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Charles McCoy

straightforward and easy to use CRM platform

2018-05-07

Pros

good drag and drop capability, easy to navigate, good integration with additional modules.

Cons

No major issues; would be good to have ability to customize own reports, more robust user authentification

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Apptivo


Thank you very much for your kind words! We are working tirelessly to create the best experience for our users, and it's great to see that reflected in your review. We exist because of great customers like yourself! Please feel free to reach out to us (support@apptivo.com) with any thoughts/criticisms/feedback, we would love to hear from you.
Regards,
Team Apptivo

Read more
Chris Heiby

Easiest CRM tool to use

2020-06-08

I like how easy it is to pull up reports and anything else we may need.

Pros

The ease of setting up a database of customers and events.

Cons

I haven't had any issues. so far so good.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ramzy Syed

Product is decent but it's got a long way to go

2020-08-11

While the product has still not reached its potential, the customer support has been very, very good.

Pros

It's got a ton of features and they don't charge extra for using more features

Cons

Many features could be improved. The reminders don't work very well, there are no email reminders.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more