Apptivo Reviews

“The best CRM out there

Pros

It is the best CRM out there. As overall the software is very user-friendly and really easy to figure out.

Cons

I find it really nice and effective software as it is one of the best options out there. So no complaints.

“awesome ticket management tools

Pros

I really like the ticket management tools and how the software includes awesome online CRM features. It makes handling leads simple and also offers solid account management. Also it is a great help desk solution that makes supporting customers a simple task.

Cons

Switching to it was smooth and we have not run into any issues.

“a well-designed and organized platform

Pros

Apptivo is a well-designed and organized platform that helps automate sales and manage both internal and external sales tracking. It also works as a reliable online support tool whenever we need it.

Cons

It does not have any downsides for how I use it. I am really happy with this software.

“efficient, flexible and integrates smoothly

Pros

I really like tools that are both efficient and flexible and Apptivo CRM stands out in this way. As a solopreneur, I need a CRM that integrates smoothly with different apps and platforms and it does exactly that. Its integration features let me build a customized tech setup that fits my specific needs. Also it is incredibly easy to use as the user friendly interface saves time and makes everything feel smooth which is perfect for any solopreneur. Plus it syncs easily with Google's suite of tools which is a huge plus for someone like me with a tech background. It feels like a natural extension of my experience. The Stripe integration is a game-changer for handling payments and finances giving me the kind of control I value. And the customer service is amazing too as they respond to chat messages right away.

Cons

If you are new to CRMs and not familiar with concepts like objects or APIs, you might find it a bit challenging at first and might need some help from customer support.

“easy to use and highly customizable

Pros

It is easy to use, the customer support is great and I can access it from anywhere. Plus it is highly customizable.

Cons

The website can sometimes feel a bit slow and the Android app is not as polished as it could be.

“Provide full control over field settings

Pros

I love that I can add or remove fields and have full control over their settings. Moving leads to the next stage works really well though I wish there were a few more options there. The integration with Xero is very helpful too and your support team even gave me ideas for syncing with multiple Xero accounts which is awesome.

Cons

Since it is an online platform, we rely on internet connections and overseas cables which can sometimes make it feel slow. The email receiving feature is not the strongest so we still use Outlook for that but the email sending tool works really well.

“Great value with excellent service

Pros

It is a great value for the money and I find the customer service simply excellent.

Cons

I feel like it would be great to see more integrations with tools like ClickFunnels.

“Very easy to use and adapt

Pros

Apptivo software is very easy to use and adapt. Also making changes to the system is simple too.

Cons

Some of the wording can be a little confusing so I think because of regional language differences. For example trigger will fire in the next year means it will happen a year from now, not within the next 365 days. A few help pages could use clearer English but overall everythings pretty easy to follow.

“highly customizable tool

Pros

It is user-friendly and highly customizable making it a good fit for any kind of business.

Cons

I occasionally notice small mistakes in billing but other than that everything works perfectly.

“Helps organize business operations

Pros

The software really helps me organize and simplify how we handle all of our business operations making everything run a lot smoother.

Cons

Well I absolutely love the features and have not found anything I dislike yet.

“packed with all the functions i need

Pros

This program has all the functions I need to manage my company effectively.

Cons

You need to take your time during setup but the good thing is that the support team is always ready to help.