Apptivo is a cloud-based CRM solution that provides users with business apps to help them manage their customers better. It provides users with solutions for lead management, project tracking, financial requirements, and more. We compiled Apptivo user reviews from around the web and determined that it has generally positive ratings. We also share its available pricing options.
Summary of User Reviews
What Apptivo Does Well
Users who recommended Apptivo said that they like its affordability given the many features included in the various subscription plans. They also like how they can easily customize the software with features such as adding tags and grouping records. Great customer support was also consistently cited.
What Apptivo Does Not Do Well
Users who gave Apptivo negative reviews complained about bugs that make the program slow at times. Email syncing issues were reported as well. Users also recommended better integration of third-party apps.
Most Helpful Positive User Review
“We are currently only using the free service, but that does not mean that we get a lesser service. We mainly use the app for the Google Contacts sync function. Every time that I have had trouble with something, their online chat support person was there immediately to help me sort it out. Their customer service is fantastic, and every time I’ve had a problem, they have solved it for me. I can really recommend this product!.”
– Ivena Venter
Most Helpful Negative User Review
A user who left a negative review of Apptivo on Software Advice said that he wishes for the the email syncing issues to be quickly resolved within the program. On the other hand, he also finds the email app difficult to use because he has to set up tags for each contact page, which he finds time consuming and inefficient.
Apptivo has a free subscription and three paid plans. When billed monthly, the Premium Plan costs $10/user and the Ultimate Plan costs $25/user. The third option, Enterprise Plan, has customized pricing. The main differences between the plans are the number of users, storage allocation, number of emails per month, and level of customer support.
Check out the list below for some of Apptivo’s features.
- Lead and Pipeline Management: enables users to keep track of the various stages of their interaction and level of transaction with their potential clients and customers.
- Lead Assignment and Routing: allows managers to assign or re-assign a lead for a particular staff to manage.
- Contact Management: lets users organize a directory of all their business contacts including their profile and contact information.
- Mobile Access: allows users to manage their CRM functions on the go using their smartphones.
- Sales Reporting: lets users analyze sales growth within an identified timeframe based on their average business performance.
- Third Party Integrations: lets users seamlessly integrate other apps they use such as marketing automation, accounting, appointment scheduling, telephony, file management, landing page builder programs, among others.
Helpful CRM Software Resources
What is CRM Software? — In this guide, we answer questions surrounding CRM software such as what it does, who needs it, how a CRM works, and how/if it can help your small business.
Best Small Business CRM Software — Read our buyer’s guide for a comparison of the top three CRM for small businesses. We compare Insightly vs. Zoho vs. Salesforce to give you an idea of which CRM will work best for your business needs.
Best Free CRM Software — Want to use a CRM, but not willing to invest any resources? Read our guide on the best free CRM for businesses, plus analysis on what features you’ll get with each.
Does Apptivo offer a free trial?
Yes. Interested users can sign up for a 30-day free trial to get full access to the paid plans. Alternatively, Apptivo has a free Starter plan that can accommodate up to 3 users and includes the app’s basic features.
What forms of payment does Apptivo accept?
Users can pay via Visa, MasterCard, and PayPal. Upgrades can be done at anytime.
Is there an account cancelation fee?
No. There is no cancelation fee for monthly Apptivo plans. Users can downgrade to the Starter plan or cancel at anytime. However, annual plans are non-refundable.
Apptivo Overview Video
This video provides an overall background on what Apptivo can do to help users improve their relationship with their customers.
When choosing a CRM software, it’s important that the software integrates with other applications your business is currently using. Here is a list of some of Apptivo’s popular integrations: