--- description: Review of Apptivo Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Apptivo | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Sales Tracking Software](/directory/3590/sales-tracking/software) > [Apptivo](/software/215896/apptivo) # Apptivo Canonical: https://www.softwareadvice.co.nz/software/215896/apptivo Page: 1 / 30\ Next: [Next page](https://www.softwareadvice.co.nz/software/215896/apptivo?page=2) > Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financials, human resources and supply chain management. Apptivo’s customer relationship management (CRM) applications provide modules for contact management, lead management, opportunity management and customer service ticket management. Marketing applications include campaign management, lead segmentation and loyalty management. Businesses can select necessary applications and omit applications they do not need. Other applications include expense reports, license and insurance tracking, sales planning and territory management, cash management and budgeting. Users can access Google app integrations for Drive, Calendar and Tasks, and mobile apps are also available. Pricing is per user per month, billed annually. > > Verdict: Rated **4.4/5** by 708 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 708 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Apptivo - **Location**: Fremont, US - **Founded**: 2018 ## Commercial Context - **Starting Price**: US$15.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Starts at just $15 per user/ Billed annually. - comes with 18 Apps, 100 Custom Fields Per App 25 Workflows 8 Custom Dashboards 3rd Party Service Integration 24x7 Support - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Brazil, Canada, China, Germany, India, Japan, Mexico, United Kingdom, United States ## Features - API - Activity Dashboard - Activity Tracking - Alerts/Notifications - Automated Routing - CRM - Calendar Management - Calendar Sync - Calendar/Reminder System - Call Logging - Campaign Management - Client Management - Communication Management - Contact Database - Contact Management - Customer Complaint Tracking - Customer Database - Customer History - Customisable Reports - Customisable Templates ## Integrations (23 total) - Asterisk - Dropbox Business - Fuze - Gmail - Google Calendar - Google Contacts - Google Drive - Google Forms - Google Maps - Google Workspace - Microsoft 365 - Microsoft Outlook - OneDrive - Operations Hub - PayPal ... and 8 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Sales Tracking Software](https://www.softwareadvice.co.nz/directory/3590/sales-tracking/software) ## Related Categories - [Sales Tracking Software](https://www.softwareadvice.co.nz/directory/3590/sales-tracking/software) - [Real Estate CRM Software](https://www.softwareadvice.co.nz/directory/338/real-estate-crm/software) - [Help Desk Software](https://www.softwareadvice.co.nz/directory/4160/help-desk/software) - [Small Business CRM Software](https://www.softwareadvice.co.nz/directory/489/small-business/software) - [Ecommerce CRM Software](https://www.softwareadvice.co.nz/directory/3634/ecommerce/software) ## Alternatives 1. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4453 reviews) 2. [Google Contacts](https://www.softwareadvice.co.nz/software/171619/google-contacts) — 4.7/5 (700 reviews) 3. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) 4. [Act\!](https://www.softwareadvice.co.nz/software/3259/act-crm) — 3.9/5 (857 reviews) 5. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6964 reviews) ## Reviews ### "Apptivo for SMEs" — 5.0/5 > **Olivier** | *17 December 2020* | Education Management | Recommendation rating: 10.0/10 > > **Pros**: Very easy to use, very easy to customize, affordable, fantastic support\! > > **Cons**: Hard to say... I like it all. If I had to say one, it would be calendar, which I am not using, as I am already using a Google calendar. > > It is very easy to keep track of my clients, contacts, price estimates and invoices. Also very easy to make invoice based on estimates, etc. We are a small company but with multiple locations. Apptivo has been a great help managing all our customers, products, etc. data. One advise regardless of the software you chose: do your homework\! I mean try to identify your current process, current data you have and how they are use throughout the whole sales process (from estimate to delivery to invoice). The clearer your process and data needs are, the easier it will be to start moving to this great software. Good luck\! ----- ### "SDFRA Review of Apptivo" — 5.0/5 > **Marisa** | *16 February 2021* | Nonprofit Organisation Management | Recommendation rating: 10.0/10 > > **Pros**: The most impactful feature of the Apptivo app is the administration and membership portal access. We have approximately 1,300 that will be utilizing this application. The membership side product is very straightforward; thank you to the Apptivo team for allowing our team to provide our feedback and fix any issues quickly for us to test. The integration of the new system was very smooth and almost seamless during the transition. > > **Cons**: Our system was custom built to meet our needs. We would like to see specific items more automatic, and the Apptivo team is still working on making these features in for us. > > The overall experience has been great\! By building this project with the Apptivo team, we were able to update our claims system and member database system, which was 12 years old. We can now run reports, track membership dues, grants provided to the members, communicate, document, run checks, etc. This system is very robust, and that is what we asked of the Apptivo team. We are still working on the project and just launched our "go-live" in-house and are very happy with it so far. ----- ### "Exceptional assistance from Gowmi on recent invoice generation issue" — 5.0/5 > **Dave** | *20 August 2019* | Computer & Network Security | Recommendation rating: 8.0/10 > > **Pros**: Wanted to give a special thank you to Gowmi, who walked us through - and promptly adjusted templates for us relating to - a specialized case in the creation and sending of a partial payment invoice. We depend on Apptivo for most CRM functions, but we often have special case situations that need a deeper dive - and the present case was one of those. Gowmi took all of the time necessary to view my screenshots and descriptions, research the underlying problem, make changes to the templates we were using, and answered all of my follow-up questions. The problem was resolved in a timely manner, and we got the right information to our client as a result. What more can you ask for? Gowmi, thank you very much again\! > > **Cons**: We are into our 3rd year using the paid version of Apptivo. Over this period of time, we've had a moderate number of chat-based technical support issues that we've tried to resolve. Unfortunately, I've learned that if it gets to the point where the tech support team member is compelled to write a support ticket after exhausting their own team's resources, we typically never hear back again as follow-up to the ticket generation. Beyond that, admin users do not get the benefit of seeing any kind of "Your current open support tickets and progress" page that would give us some reassurance that tickets were actually being worked on by the senior support and developer teams. This has been a significant Achilles' heel in an otherwise very functional platform. > > Overall, the wide array of software modules and features contained within each have helped us reasonably well over the past couple years to centralize our product and client billing functions. ----- ### "Exceeded Expectations" — 5.0/5 > **Gina** | *16 August 2021* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: The onboarding team made sure all of our data was transferred over as we expected and they made everything so easy for us. It is really feature complete so we were able to eliminate multiple other systems and consolidate so it is easier for all staff involved. > > **Cons**: The Outlook integration has had some trouble with calendar appointments that we had to work through. > > The onboarding team was wonderful and addressed every issue that came up. They were incredibly responsive and Apptivo delivered on all the features we wanted/needed. Apptivo is an absolutely critical part of our business at every level. From lead management, to sales and quoting, to implementation and onboarding of new customers. It is so much more than a CRM for us. ----- ### "Designed for us" — 5.0/5 > **Heath** | *26 July 2021* | Food & Beverages | Recommendation rating: 10.0/10 > > **Pros**: Apptivio was already a full-featured product when we identified it as a suitable replacement for our existing CRM system, which we'd outgrown as an organisation. The ability to further customise it to our specific needs, through the support of their friendly, professional services team, guaranteed that it would tick all of our boxes. We're still finding new things to use Apptivo for, and it's great to have all of these features in one product which integrates with our Office suite. > > **Cons**: We heavily customised what the product is capable of, syncing it with our Xero accounting package as well as Office 365. This took considerable effort on the part of Apptivo's support teams -- not a complaint by any means though. > > We needed a CRM system that really could be bespoke to our unique needs as an organisation. Having outgrown our previous CRM when it wasn't able to be flexible enough to grow with us, we needed to ensure that not only could be track engagements, manage contacts, track event participation -- as well as set up considerable amount of event triggers for email notifications and much more. The Apptivo team really never said "No, we can't do that". It was always a case of let's go away, see what we can do, and they came back with a solution. Very impressed with the support we received from Apptivo. ----- Page: 1 / 30\ Next: [Next page](https://www.softwareadvice.co.nz/software/215896/apptivo?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/215896/apptivo) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data