Apptivo Pros and Cons

Apptivo is an incredibly powerful and versatile software, but with so many options and opportunities, it can be challenging to learn. Fortunately, Apptivo’s customer support has never let me down! While every agent I've interacted with has been helpful, one stands out above the rest—Kal. Their level of customer service is outstanding, and their product knowledge is truly exceptional.

Unlike most agents who can simply direct me to the right page or resource, Kal can practically navigate the system for me. Their expertise goes far beyond basic website navigation—they have an in-depth understanding of workflows and best practices for my business, making every interaction seamless and efficient. When I chat with Kal, it genuinely feels like I’m speaking to the person who designed Apptivo themselves. Their knowledge is that impressive! If anyone deserves a promotion, it's Kal. Review collected by and hosted on G2.com.

I don't really dislike anything about it, it is just a lot to learn to fully understand it. My only complaint might be because it is so in depth, that the more i learn, the more value i feel like Im gaining, but it doesnt have the same training certificates as salesforce. So i get less credit on my resume for learning apptivo compared to salesforce. But the product and customer service is awesome! Review collected by and hosted on G2.com.

We have had them do several custom projects for us over the years. They are quick and very thorough. Ease of use overall and quick responses when assistance is needed. Karthick has assisted us in many projects and is fantastic to work with including intergration. Their Customer Support team is quick to respond through their CHAT feature too. Review collected by and hosted on G2.com.

They offer a lot of solutions and knowing how to use them in the best way is sometimes a lot for me. Review collected by and hosted on G2.com.

Good for emails logging contacts all in one place and setting agendas Review collected by and hosted on G2.com.

Simple design does seem a little dated.. Review collected by and hosted on G2.com.

It is always a wonderful feeling when you reach out to customer service and you get an individual who is amazing at what they do. That was my case today with Apptivo. Naresh assisted me in accomplishing a task that has had me stalled in the waters for months. I don't know why I dind't reach out sooner. Ina matter of minutes Naresh solved my problem. Thank you so much Naresh. You were amazing and I really appreciate you!!! Review collected by and hosted on G2.com.

The great thing is, I can't think of anything at the moment. Review collected by and hosted on G2.com.

Support experience with Apptivo has been good. They are available and helpful in answering questions, even helping out as we launched new features which were under utilized when we started out. Review collected by and hosted on G2.com.

Creating of custom views is not ideal. It can be hard to find the fields you want to add. Later on when you want to modify an existing view it can't be done. Instead you have to start over with a new view. Review collected by and hosted on G2.com.

the customer service team are brilliant! Review collected by and hosted on G2.com.

that you cannot automatically add an opportunity to the diary, but need to add seperately Review collected by and hosted on G2.com.

We were able to customize the nomenclature and build of the individual modules to best represent our workspace and industry. There are both web and mobile-based views to allow for easy-on-the-go use the product. We have also had incredible customer service; between linking to Google forms, complex linking between platforms, and cumbersome database building, they are always responsive and helpful with our issues. Review collected by and hosted on G2.com.

Given the size and complexity of the database, there are time where updates do not save, despite saying it was saved, so there is a level of double check needed at this stage. Review collected by and hosted on G2.com.

Fairly easy to use learning more every day. Customer service is great Review collected by and hosted on G2.com.

Not enough videos about integrations. Linkedin, accounting, mapping. Dux-soup. I wish they had more easy to use wizards for things like the above. Review collected by and hosted on G2.com.

The application is very user friendly and easy to navigate. Review collected by and hosted on G2.com.

I have not experienced any downsides of the application yet. Review collected by and hosted on G2.com.

The customer support from Apptivo is fantastic. Really responsive and readily available. They solve problems quickly and really take time to make sure they have understood clearly what is required. Its a good mid cost prodcutr that works well for businesses like ours. Review collected by and hosted on G2.com.

One of the niggles Id say is that apptivo is a little bit too focussed on software sales - it doesnt really have the lexibility to allow me to use its full functionality for more complex sales. ie learning and development progammes which are bespoke to clients. Also the lead to contact conversion fdesnt really work for us as our leads tend to be in the form of opportunities - ie we have opportunities/leads with existing clients and our relationship is with the company more than the individual. Review collected by and hosted on G2.com.