You might also like...

Insightly

(494)

Scoro

(159)

Zendesk Sell

(132)

Gold-Vision CRM

(83)

Apptivo

by Apptivo

4.4 /5 (559) Write a Review!

Who Uses Apptivo?

We serve businesses of all shapes and sizes. From independent consultants to billion dollar enterprises, Apptivo offers over 60 business apps that are highly configurable for most types of companies.

What Is Apptivo?

Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.

Apptivo Details

Apptivo

http://www.apptivo.com/

Founded 2018

Play

Compare Apptivo with similar products

Apptivo

4.4 (559 reviews)

current software

Starting price

US$10.00/month

US$14.00/month

N/A

US$12.50/month

Free Version

Free Version Yes

Free Version No

Free Trial

Free Trial Yes

Apptivo deployment and support

Support

Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live rep)
Chat

Deployment

Cloud, SaaS, Web-based
Mac (Desktop)
Windows (Desktop)
Android (Mobile)
iPhone (Mobile)
iPad (Mobile)

Training

In Person
Live Online
Webinars
Documentation
Videos

Apptivo Features

CRM Software

API
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Contact Database
Contact Management
Customer Database
Customisable Reports
Customisable Templates
Customizable Fields
Data Import/Export
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Forecasting
Interaction Tracking
Internal Chat Integration
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Marketing Automation
Mobile Access
Opportunity Management
Pipeline Management
Projections
Quotes/Estimates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Sales Forecasting
Sales Pipeline Management
Sales Reports
Sales Trend Analysis
Segmentation
Social Media Integration
Task Management
Territory Management
Third Party Integrations
Workflow Management

View full list of CRM Software

CRM for Small Businesses

Business Card/Badge Scanning
Calendar/Reminder System
Contact Management
Document Storage
Email Management
Forecasting
Interaction Tracking
Lead Management
Lead Qualification
Live Chat
Marketing Automation
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Social Media Integration
Task Management
Territory Management

View full list of CRM for Small Businesses

Complaint Management Software

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts / Escalation
Assignment Management
Audit Trail
Case Management
Chat/Messaging
Complaint Management
Corrective and Preventive Actions (CAPA)
Customer Complaint Tracking
Customer Service Analytics
Customisable Branding
Customisable Forms
Customisable Reports
Customisable Templates
Customizable Fields
Data Import/Export
Email Management
Email Templates
Feedback Management
Forms Management
Interaction Tracking
Issue Management
Issue Tracking
Knowledge Base Management
Live Chat
Monitoring
Multi-Channel Communication
Multi-Channel Management
Prioritisation
Quality Assurance
Real Time Notifications
Real Time Reporting
Real-time Updates
Reporting & Statistics
Routing
SSL Security
Self Service Portal
Social Media Integration
Social Media Monitoring
Support Ticket Management
Support Ticket Tracking
Survey/Poll Management
Surveys & Feedback
Tagging
Third Party Integrations
Widgets
Workflow Management

View full list of Complaint Management Software

Contact Centre Software

API
Activity Dashboard
Activity Tracking
Agent Interface
Alerts/Notifications
Auto-Dialer
Automated Routing
Automatic Call Distribution
CRM
Call Centre Management
Call List Management
Call Monitoring
Call Recording
Call Reporting
Call Routing
Call Scripting
Call Tracking
Call Transfer
Callback Scheduling
Caller ID
Campaign Management
Chat/Messaging
Chatbot
Collaboration Tools
Computer Telephony Integration
Contact Database
Contact Management
Customer History
Customisable Reports
Data Import/Export
Email Management
IVR / Voice Recognition
Interaction Tracking
Live Chat
Monitoring
Multi-Channel Communication
Performance Management
Predictive Dialer
Quality Management
Queue Management
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Social Media Integration
Third Party Integrations
Voice Mail
Workforce Management

View full list of Contact Centre Software

Contact Management Software

API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Batch Processing
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Collaboration Tools
Contact Database
Contact Management
Customer Database
Customisable Reports
Customisable Templates
Customizable Fields
Data Import/Export
Data Synchronisation
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Email Tracking
Interaction Tracking
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Opportunity Management
Pipeline Management
Pipeline Reports
Prospecting Tools
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Shared Contacts
Social Media Integration
Tagging
Task Management
Template Management
Third Party Integrations
Workflow Management

View full list of Contact Management Software

Customer Engagement Software

AB Testing
API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Behaviour Tracking
CRM
Campaign Analytics
Campaign Management
Chat/Messaging
Churn Management
Communication Management
Community Management
Content Creation
Content Management
Customer Database
Customer Experience Management
Customer Segmentation
Customisable Branding
Customisable Reports
Customisable Templates
Customizable Fields
Drag & Drop
Email Management
Engagement Tracking
Event Triggered Actions
Feedback Management
Gamification
Live Chat
Monitoring
Multi-Channel Communication
Multi-Channel Marketing
Multi-Language
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Social Media Integration
Survey/Poll Management
Surveys & Feedback
Tagging
Third Party Integrations
Video Support
Visual Analytics
Widgets
Workflow Management

View full list of Customer Engagement Software

Customer Service Software

API
Activity Tracking
Alerts / Escalation
Appointment Management
Auto-Responders
Calendar Management
Call Centre Management
Call Routing
Communication Management
Contact Database
Contact Management
Customer Database
Customer History
Customer Segmentation
Customer Service Analytics
Customisable Forms
Customisable Templates
Data Import/Export
Drag & Drop
Email Management
Employee Management
Engagement Tracking
Event Triggered Actions
Inbox Management
Knowledge Base Management
Live Chat
Multi-Channel Communication
Multiple User Accounts
Performance Management
Performance Metrics
Queue Management
Real Time Analytics
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Reporting & Statistics
Rules-Based Workflow
SMS Messaging
Self Service Portal
Single Sign On
Social Media Integration
Support Ticket Management
Support Ticket Tracking
Surveys & Feedback
Template Management
Third Party Integrations
Virtual Assistant
Voice Mail
Workflow Management

View full list of Customer Service Software

Financial CRM Software

API
Access Controls/Permissions
Account Alerts
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Asset Management
CRM
Calendar Management
Calendar Sync
Campaign Management
Client Management
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Customer Database
Customisable Reports
Customisable Templates
Customizable Fields
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Expense Tracking
Forecasting
Household Tracking
Influence Tracking
Interaction Tracking
Lead Capture
Lead Management
Marketing Automation
Mobile Access
Pipeline Management
Relationship Tracking
Reminders
Reporting & Statistics
Sales Reports
Search/Filter
Task Management
Task Scheduling
Team Assignments
Template Management
Territory Management
Third Party Integrations
Workflow Management

View full list of Financial CRM Software

Help Desk Software

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Automated Routing
CRM
Call Centre Management
Chat/Messaging
Client Portal
Customer Database
Customer History
Customisable Branding
Customisable Forms
Customisable Reports
Customisable Templates
Customizable Fields
Data Import/Export
Document Storage
Email Management
Email Templates
Feedback Management
Help Desk Management
IT Asset Management
Interaction Tracking
Knowledge Base Management
Live Chat
Macros/Templated Responses
Monitoring
Multi-Channel Communication
Network Monitoring
Performance Metrics
Prioritisation
Real Time Notifications
Real-Time Chat
Remote Access/Control
Reporting & Statistics
Reporting/Analytics
Self Service Portal
Service Level Agreement (SLA) Management
Social Media Integration
Support Ticket Management
Support Ticket Tracking
Surveys & Feedback
Third Party Integrations
Ticket Management
Workflow Configuration
Workflow Management

View full list of Help Desk Software

Inside Sales Software

API
Activity Dashboard
Activity Tracking
Appointment Scheduling
Auto-Dialer
Automatic Call Distribution
CRM
Calendar Management
Call Centre Management
Call Disposition
Call List Management
Call Monitoring
Call Recording
Call Reporting
Call Routing
Call Tracking
Call Transfer
Callback Scheduling
Caller ID
Campaign Management
Chat/Messaging
Contact Database
Contact Management
Customer Database
Customisable Templates
Customizable Fields
Dashboard
Data Management
Email Management
Email Templates
IVR / Voice Recognition
Interaction Tracking
Lead Capture
Lead Distribution
Lead Management
Lead Qualification
Meeting Management
Monitoring
Multi-Channel Communication
Performance Management
Real Time Analytics
Real Time Notifications
Reminders
Reporting & Statistics
Sales Reports
Sales Trend Analysis
Task Management
Third Party Integrations
Voice Mail
Workflow Management

View full list of Inside Sales Software

Lead Management Software

API
Activity Dashboard
Activity Tracking
Alerts/Notifications
CRM
Calendar Management
Campaign Analytics
Campaign Management
Contact Database
Contact Management
Customer Database
Customer Segmentation
Customisable Reports
Customisable Templates
Customizable Fields
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Email Tracking
Forecasting
Interaction Tracking
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Monitoring
Opportunity Management
Pipeline Management
Pipeline Reports
Prospecting Tools
Real Time Data
Real Time Notifications
Reminders
Reporting & Statistics
Sales Forecasting
Sales Reports
Sales Trend Analysis
Social Media Integration
Source Tracking
Task Management
Template Management
Third Party Integrations
Web Forms
Workflow Management

View full list of Lead Management Software

Online CRM Software

API
Activity Dashboard
Activity Tracking
CRM
Calendar Management
Calendar Sync
Campaign Management
Cataloguing/Categorisation
Collaboration Tools
Contact Database
Contact Management
Customer Database
Customer Service Analytics
Customer Support
Customer Surveys
Customisable Templates
Customizable Fields
Data Import/Export
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
FAQ
Forecasting
Interaction Tracking
Knowledge Management
Lead Capture
Lead Management
Live Chat
Opportunity Management
Performance Metrics
Pipeline Management
Reminders
Reporting & Statistics
Request Escalation
Routing
Sales Forecasting
Sales Reports
Sales Trend Analysis
Search/Filter
Self Service Portal
Social Media Integration
Task Management
Third Party Integrations
Web-based Deployment
Workflow Management
XML / RSS

View full list of Online CRM Software

Real Estate CRM Software

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
CRM
Calendar Management
Campaign Management
Client Management
Client/Property Matching
Commission Management
Contact Database
Contact Management
Customer Database
Customisable Templates
Customizable Fields
Data Import/Export
Data Synchronisation
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Email Tracking
Interaction Tracking
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Pipeline Management
Pipeline Reports
Real Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Sales Reports
Segmentation
Social Media Integration
Task Management
Task Scheduling
Template Management
Third Party Integrations
Workflow Management

View full list of Real Estate CRM Software

Sales Force Automation Software

API
Activity Dashboard
Activity Tracking
Alerts/Notifications
CRM
Calendar Management
Call Management
Campaign Management
Channel Management
Commission Management
Contact Database
Contact Management
Contract/License Management
Customer Database
Customer Segmentation
Customisable Reports
Customisable Templates
Customizable Fields
Data Import/Export
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Email Tracking
Field Sales Management
Forecasting
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Opportunity Management
Performance Metrics
Pipeline Management
Pipeline Reports
Proposal Generation
Real Time Data
Real Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Sales Activity Management
Sales Automation
Sales Forecasting
Sales Reports
Sales Trend Analysis
Task Management
Territory Management
Third Party Integrations
Workflow Management

View full list of Sales Force Automation Software

Apptivo Alternatives - Capterra New Zealand 2021

More Apptivo alternatives

OnePageCRM

4.8 /5 (59)

#1 Action-Focused Sales CRM for Small Business. Focus on the Next Action, follow up with every lead, and stay in control of your sales.

View Profile See Comparison

Tall Emu CRM

4.5 /5 (15)

CRM Built for Australian Businesses regardless of Industry. Tall Emu CRM helps your work smarter.

View Profile See Comparison

Eudonet

(0)

Eudonet CRM helps organisations focus on their objectives to develop a unique relationship with each other.

View Profile See Comparison

Freshworks CRM

4.6 /5 (499)

Freshworks CRM is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.

Learn more about Freshworks CRM

Visit Website See Comparison

Odoo

4.2 /5 (410)

An open-source suite of integrated apps to manage CRM, PoS, Website, eCommerce, Sales, Accounting, Warehouse, HR, Marketing, and more.

Learn more about Odoo

Visit Website See Comparison

amoCRM

4.5 /5 (134)

amoCRM is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more.

View Profile See Comparison

Salesflare

4.7 /5 (119)

Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work.

Learn more about Salesflare

Visit Website See Comparison

Claritysoft CRM

4.5 /5 (102)

Intuitive. Customizable. Powerful. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.

View Profile See Comparison

Teknovate CRM

5 /5 (3)

Teknovate CRM is a Business Management tool to Get, Grow, and Nurture Customer Relationships and Increase Sales with Minimum Efforts.

View Profile See Comparison

Copper

4.3 /5 (430)

Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.

View Profile See Comparison

eWay-CRM

4.6 /5 (237)

CRM Add-in for Outlook that helps manage Contacts, Sales, Projects and Mail Merges. Available now as a web app and on iOS / Android.

View Profile See Comparison

Capsule

4.5 /5 (134)

Capsule is an easy-to-use CRM that helps businesses stay organized, know more about their customers & build better relationships.

Learn more about Capsule

Visit Website See Comparison

Salesmate

4.7 /5 (68)

An intelligent sales CRM that helps sales reps be more productive, increase their sales, and engage clients.

View Profile See Comparison

More Apptivo alternatives

Apptivo Reviews

Read all reviews

Overall rating

4.4/5

From 559 users reviews

Average score

Ease of Use 4.2

Customer Service 4.7

Features 4.3

Value for Money 4.7

Review software

Share your experiences with other software buyers.

Write a Review!

Read all reviews

Don L.

Chief Revenue Officer

Machinery, 11-50 Employees

Used the Software for: 6-12 months

Overall Rating

5 /5
Ease of Use

5 /5
Features & Functionality

5 /5
Customer Support

5 /5
Value for Money

5 /5
Likelihood to Recommend

10/10

Reviewer Source
Reviewed on 18/06/2021

"Apptivo is THE Best CRM Software System Available!!"

Comments: Outstanding! This is the fourth CRM implementation that I have administered in my career and it was by far the simplest and smoothest process with the greatest customization and functionality! After going through the selection process and reviewing all of the "top CRM Solutions" in great depth, I chose Apptivo and I am super glad that I did! Apptivo keeps the system simple to use, which is a must for sales reps, and provides the customization required. The other "top CRM Solutions" have forgotten what salespeople are REALLy looking for in their CRM tool and as a result, made their system more cumbersome for the user. Not Apptivo, they are deploying their system in the right way and there is no extra charge for excellent customer service! The Apptivo team closely manages my account and QUICKLY addresses any items that I want to change. This has been an excellent rollout!

Pros: Ease of use and customization is awesome! They have kept the system simple while implementing a number of dynamic and intuitive functions. The customer service is EXCELLENT! Most CRM companies just want to sell a boxed product and forget about the user. Apptivo takes the time to identify what the user truly is trying to accomplish and then customizing the software to precisely meet the users' requirements.

Cons: NONE! There are no cons with Apptivo! The system is EXCELLENT!

Reviewer Source
Reviewed on 18/06/2021

Michael A.

CIO

Security & Investigations, 11-50 Employees

Used the Software for: 1-5 months

Overall Rating

4 /5
Ease of Use

3 /5
Features & Functionality

5 /5
Customer Support

5 /5
Value for Money

5 /5
Likelihood to Recommend

9/10

Reviewer Source
Reviewed on 28/06/2019

"General"

Comments: Slow. Very pleased with how things work, but it took a little while to get used to the interface. Now that we have been using it for 3 months or so, it has everything we need all in one place.

Pros: The variety of features that cover Sales to Finance. The value of the apps that are offered fits perfectly into our organization.

Cons: It's sometimes hard to find things. I think this will diminish as I use the product more. The biggest frustration is the integration with other products especially O365. I think I have the email down, but calendar is harder than it should be. Using OneDrive only connects to my personal account and I would like to be able to connect it to our O365 sharepoint folders instead.

Vendor Response

by Apptivo on 20/08/2019

Hello Michael,

Thank you so much for taking the time to post this review! Our team is thrilled that you're happy with the value the apps bring to your company. We will collect this feedback on getting familiarized with Apptivo and notify our teams accordingly to improve the process. Thank you, again!

Team Apptivo

Reviewer Source
Reviewed on 28/06/2019

Sean C.

Owner

Information Technology & Services, Self Employed

Used the Software for: 2+ years

Overall Rating

3 /5
Ease of Use

3 /5
Features & Functionality

3 /5
Customer Support

1 /5
Value for Money

Unrated
Likelihood to Recommend

1/10

Reviewer Source
Source: SoftwareAdvice
Reviewed on 2/04/2019

"Decided to switch to something else"

Comments: Their software is decent, but they really seem to loathe their Starter Plan customers. The way they hack out features that they don't want available is sloppy, and makes it necessary to come up with ways to work around their intentional stumbling blocks. Apptivo - If you don't want to offer a free product, don't. I got the hint, and I'm setting up PayPal Invoicing tonight.

Pros: I've been using their "Starter Plan" since 2012. It is good enough to get by, and it is free. I mostly use the invoicing module.

Cons: Certain settings in the starter plan don't make sense. For example, the e-mail template includes a link to paying online, but online payments aren't supported in the starter plan. Modifying the e-mail template to take that link out is also not supported in the starter plan. I could deal with all that, but now, after a year of using the recurring invoices feature, they suddenly stop working. The tech support person says I have to upgrade my plan to use that. But the settings pages all work, and my invoices are all just sitting there waiting.

Vendor Response

by Apptivo on 20/06/2019

Hello Sean,

Thank you so much for taking the time to post this review! We're glad that you enjoyed using Apptivo as a customer for many years. The Starter Plan is generally very limited compared to the other plans. We also upgraded versions since you first created an account with us. This might have caused some unexpected changes. I apologize for the inconvenience caused and will take your feedback to the appropriate teams to help improve our user experience. Thank you again for your feedback!

Team Apptivo

Reviewer Source
Source: SoftwareAdvice
Reviewed on 2/04/2019

Chris R.

Director

Education Management, 2-10 Employees

Used the Software for: 1-5 months

Overall Rating

5 /5
Ease of Use

4 /5
Features & Functionality

5 /5
Customer Support

5 /5
Value for Money

5 /5
Likelihood to Recommend

10/10

Reviewer Source
Reviewed on 6/05/2021

"New CMS software"

Comments: Apptivo has enabled us to maintain and improve our diary management, transitioning away from a much more expensive older established CRM system, which now feels quite outdated and slow by comparison after just a few weeks of using Apptivo.

Pros: This product is easy to use, once you leave behind any legacy training from your old software! It also comes with an excellent APP which enables you to INSTANTLY access your diary anywhere you are. this is a big plus.
Once you understand the logic of the programme you realise there is a lot of functionality available to you. We will be picking up various new apps as we need them. this aspect is also helpful as you are not paying for anything you do not need.... until you need it!

Cons: Not a fault of the software, but our biggest challenge is simply unlearning how the old software worked, along with the absence of a right click function - which is the same for any browser based software.

Reviewer Source
Reviewed on 6/05/2021

Gabriel V.

CFO

Consumer Services, 51-200 Employees

Used the Software for: 1-5 months

Overall Rating

5 /5
Ease of Use

5 /5
Features & Functionality

5 /5
Customer Support

5 /5
Value for Money

5 /5
Likelihood to Recommend

10/10

Reviewer Source
Reviewed on 29/03/2021

"Google Contact Replacement"

Comments: We had to keep customizing every time we added a new contact with our old system, here once we customized our fields they are set and there every time. We felt as if we had our own software program made just for us, we walked them through on what we needed and they gave us what we needed and more. They have saved us so much time going forward.

Pros: We worked with Google Contacts but we ran out of contact space with them, we had to look for a system/software that we could customize contact fields to fit our needs. I searched different programs for several weeks narrowing it down to a handful and after trying out all of them we found that Apptivo was the most user friendly, and the one with all the options for us to customize ALL our contact fields. This is what set it apart from the others and the you can't beat the price!

Cons: We are still new to the software, but we have integrated and there is nothing that we don't like about the software. The more we learn about it the more we love it.

Reviewer Source
Reviewed on 29/03/2021

Read all 559 reviews