---
description: Discover the benefits and disadvantages of Apex 72.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Apex 72 Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Sales Force Automation Software](/directory/12/sales-force-automation/software) > [Apex 72](/software/1040577/apex-72)

# Apex 72

Canonical: https://www.capterra.co.uk/software/1040577/apex-72

> Financial Advisors, Life Insurance Agents, and Producers, tired of multiple confusing systems? Ready to simplify and succeed?
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: Apex 72

## Commercial Context

- **Starting Price**: US$49.99
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: New members receive their first month free, no credit card on file, no strings attached.&#10;There are two member levels, Advisor ($49.99 for legacy partners and Manager $79.99 for legacy partners).
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Activity Dashboard
- Appointment Scheduling
- Client Management
- Collaboration Tools
- Contact Management
- Customer Database
- Customisable Reports
- Document Management
- Goal Setting/Tracking
- Lead Management
- Pipeline Management
- Sales Activity Management
- Sales Pipeline Management
- Task Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Sales Force Automation Software](https://www.capterra.co.uk/directory/12/sales-force-automation/software)

## Related Categories

- [Sales Force Automation Software](https://www.capterra.co.uk/directory/12/sales-force-automation/software)
- [Sales Coaching Software](https://www.capterra.co.uk/directory/31333/sales-coaching/software)
- [Financial CRM Software](https://www.capterra.co.uk/directory/30562/financial-crm/software)
- [Sales Tracking Software](https://www.capterra.co.uk/directory/32744/sales-tracking/software)

## Alternatives

1. [monday.com](https://www.capterra.co.uk/software/147657/monday-com) — 4.6/5 (5726 reviews)
2. [EngageBay CRM](https://www.capterra.co.uk/software/178819/engagebay-marketing) — 4.7/5 (907 reviews)
3. [HubSpot CRM](https://www.capterra.co.uk/software/152373/hubspot-crm) — 4.5/5 (4451 reviews)
4. [PandaDoc](https://www.capterra.co.uk/software/131735/pandadoc) — 4.5/5 (1243 reviews)
5. [monday CRM](https://www.capterra.co.uk/software/1024614/monday-crm) — 4.7/5 (453 reviews)

## Links

- [View on Capterra](https://www.capterra.co.uk/software/1040577/apex-72)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10003096/Apex-72/> |
| en-AE | <https://www.capterra.ae/software/1040577/apex-72> |
| en-AU | <https://www.capterra.com.au/software/1040577/apex-72> |
| en-CA | <https://www.capterra.ca/software/1040577/apex-72> |
| en-GB | <https://www.capterra.co.uk/software/1040577/apex-72> |
| en-IE | <https://www.capterra.ie/software/1040577/apex-72> |
| en-IL | <https://www.capterra.co.il/software/1040577/apex-72> |
| en-IN | <https://www.capterra.in/software/1040577/apex-72> |
| en-NZ | <https://www.capterra.co.nz/software/1040577/apex-72> |
| en-SG | <https://www.capterra.com.sg/software/1040577/apex-72> |
| en-ZA | <https://www.capterra.co.za/software/1040577/apex-72> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Capterra UK helps millions of people find the best business software. With software reviews, ratings, infographics, and the most comprehensive list of business software.","email":"info@capterra.co.uk","url":"https://www.capterra.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.uk/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.youtube.com/channel/UCEt7vQSPiPlPAblHdhJAqnA"]},{"name":"Apex 72","description":"Financial Advisors, Life Insurance Agents, and Producers, tired of multiple confusing systems? Ready to simplify and succeed?\nMonitor and track your sales activity to make sure you are on the path to success. With Apex 72’s interactive client experience capture client data and track every step of your sales process. \nOwners, Sales Managers, and General Agents, stay informed on your team's progress with APEX 72’s dashboard and reporting systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/b22f2524-6b7f-43ba-b4de-db357b1b6b5c.jpeg","url":"https://www.capterra.co.uk/software/1040577/apex-72","@id":"https://www.capterra.co.uk/software/1040577/apex-72#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.co.uk/#organization"},"applicationCategory":"BusinessApplication","offers":{"price":"49.99","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.capterra.co.uk/software/1040577/apex-72#faqs","@type":"FAQPage","mainEntity":[{"name":"What is Apex 72?","@type":"Question","acceptedAnswer":{"text":"Financial Advisors, Life Insurance Agents, and Producers, tired of multiple confusing systems? Ready to simplify and succeed?Monitor and track your sales activity to make sure you are on the path to success. With Apex 72’s interactive client experience capture client data and track every step of your sales process. Owners, Sales Managers, and General Agents, stay informed on your team's progress with APEX 72’s dashboard and reporting systems.","@type":"Answer"}}]},{"@id":"https://www.capterra.co.uk/software/1040577/apex-72#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Sales Force Automation Software","position":2,"item":"/directory/12/sales-force-automation/software","@type":"ListItem"},{"name":"Apex 72","position":3,"item":"/software/1040577/apex-72","@type":"ListItem"}]}]}
</script>
