Apptivo Pricing, Features, Reviews & Comparison of Alternatives

Apptivo

CRM for managing customer accounts

4.34/5 (322 reviews)

Apptivo overview

What is Apptivo?

Apptivo is a powerful sales & marketing tool which provides the tools including lead management, an opportunity pipeline with intuitive dashboards, campaign management, and flexible workflow tools including marketing automation. Everything is completely accessible from Android or iOS devices and integrated with Office365 & G Suite.

The Apptivo CRM starts with a simple contact management system with slick integrations such as automated email conversation tracking, or automated call logging. The solution offers a complete set of sales tools for lead management, activity tracking, pipeline visualization, and automated workflow, as well as integrated quoting, to generate estimates from the pipeline and email professionally branded PDFs to customers.

Apptivo’s apps also include integrated email marketing to launch targeted campaigns to contact lists, and track exactly who is reading & clicking on messages. Implement marketing automation to plan out detailed sequences of when the team should be following up with prospects, and when they should be received personalized automated messages.

Apptivo offers much more than just a CRM. The platform includes apps that help in all areas of business such as help desk, invoicing, project management, procurement, and more. All apps are designed to resolve around the CRM, providing a complete 360° view of each customer.

Apptivo allows users to define their company territories, markets, and their market segments; each of these properties can then be used to search and sort customer accounts by. Not only are businesses able to define who is buying their product, and where; but they can also define the industry that the account belongs to, all in one place.
www.apptivo.com

Pricing

Starting from
$10/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English
Apptivo screenshot: Visualize sales funnels with built-in dashboardsApptivo: Business in the CloudApptivo screenshot: Set sales targets and measure performance in real timeApptivo screenshot: Create automated workflows to create activities & send automatic emailsApptivo screenshot: Simple contact profiles that can be configured to store any details Apptivo screenshot: Automatic tracking of all history with a customer, including emails, notes, calls & meetingsApptivo screenshot: Get a 360° of customers by integrating all customer data into one systemApptivo screenshot: Powerful search tools for targeted marketing lists & flexible reportingApptivo screenshot: Easily browse through results, edit data in bulk, email contacts in bulk, or export any data on the fly

Apptivo reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.2
  4.1
  4.6
Edwin Spiessens

Why I am choosing Apptivo

Reviewed 2015-02-22
Review Source: GetApp

So, I have been test driving CRM's for the last 2 years. I have scanned and reviewed about 100 of the CRM's out there, and during the selection process only a few stood up to my requirements, being: -A solid sales pipeline (From lead to opportunity to sales to after-sales) -A great contact management system -The possibility to generate quotes that can be converted to work orders, to invoices etc -An integrated templated Project management system with pre-set task generation -Email (gmail) integration -Google apps for business integration -The possibility to add more functionality in the form of integrated apps when the need arises. At the end, and when all the nitty-gritty was tested, only 3 applications remained who were comparable, qua price and functionality. But where Apptivo stands out with head and shoulders above nearly ALL the CRM's I tested, is the quality and the availability of their support! As far as I know, ONLY Apptivo, has a free 24/7/365 online support chat from within the CRM, and I consider this as a huge plus point. I run a small B2B business supplying promotional products mostly in Southern Africa but rapidly growing and expanding our market. We are currently with six people, but I am confident that at our current growth rate, we will pass the 10 employee mark by the end of 2015. I have a deep passion for what I do and when it comes to the integration of a tool that in time becomes a keystone in my business, I need suppliers that share my passion. And this is exactly what the people of Apptivo do: Tested and proven, even today on a Sunday afternoon. Keep up the good work guys, I hope we will go a long way together! Edwin Spiessens Corp. Gifts and Gadgets cc South Africa www.gifts-n-gadgets.co.za Feel free to drop me any question at any time if you think I can help you by selecting a CRM: edwin@giftsngadgets.co.za

Pros
-A solid sales pipeline (From lead to opportunity to sales to after-sales) -A great contact management system -The possibility to generate quotes that can be converted to work orders, to invoices etc -An integrated templated Project management system with pre-set task generation -Email (gmail) integration -Google apps for business integration -The possibility to add more functionality in the form of integrated apps when the need arises. As far as I know, ONLY Apptivo, has a free 24/7/365 online support chat from within the CRM, and I consider this as a huge plus point.

Cons
If I have to say anything then it will be that the look of the user interface is a bit dull, but i will take this a hundred times to bells and whistles, and a quarter of the functionality and support!

Rating breakdown

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Michael Anglen

General

Used daily for less than 6 months
Reviewed 2019-06-28
Review Source: Capterra

Slow. Very pleased with how things work, but it took a little while to get used to the interface. Now that we have been using it for 3 months or so, it has everything we need all in one place.

Pros
The variety of features that cover Sales to Finance. The value of the apps that are offered fits perfectly into our organization.

Cons
It's sometimes hard to find things. I think this will diminish as I use the product more. The biggest frustration is the integration with other products especially O365. I think I have the email down, but calendar is harder than it should be. Using OneDrive only connects to my personal account and I would like to be able to connect it to our O365 sharepoint folders instead.

Response from Apptivo


Hello Michael,

Thank you so much for taking the time to post this review! Our team is thrilled that you're happy with the value the apps bring to your company. We will collect this feedback on getting familiarized with Apptivo and notify our teams accordingly to improve the process. Thank you, again!

Team Apptivo

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Louise Keogh

Flexible CRM system and supportive team

Used daily for 1-2 years
Reviewed 2020-05-13
Review Source: Capterra

Great, really supportive in providing tutorials whilst trying out Really supporting in on ongoing support and resolving issued - the chat function is great Jasper - who I dealt with from start to finish has always been willing and able to support

Pros
Easy to use and intuitive. A challenger to the larger CRM's for sure

Cons
Main dashboards could have some more flexibility. Overall branding options could be improved. The news feed could have more formatting options

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Mike Cardy

Good but so much opportunity to be so much better

Used daily for 1-2 years
Reviewed 2018-05-16
Review Source: Capterra

Pros
I can adapt it to my needs. I feel that when I make a suggestion for improvement it will genuinely be listened to.

Cons
There are a lot of bugs - this is why I have marked the overall quality down. We are always creating something and then it crashes, or it wont save and we have to start again. Or emails never arrive which causes big problems. Whenever there are updates, something unintentional seems to get affected. Perhaps more testing before going live. It feels a bit unprofessional sometimes. We can't test our own changes, so when I am updating things and people are using it, it can be disruptive. I really need to make changes and test before going live. The support is not always perfect. Some times its great, but sometimes I am not understood. The right intentions are always there though.

Response from Apptivo


Hi Mike,

The only way to achieve this would be to have another account that you can use as a test account. It wont have all your production data, but you can certainly use that to test out config changes.

For enterprise accounts (larger than 250 users) we do provide multiple dedicated environments as its pretty normal to have dev, QA and production accounts in that setting.

We are constantly working to improve the quality, while keeping the pace on new features. I totally understand when some of these new releases cause disruption to existing processes, but we are working to make these changes as seamless as possible.

Thank you for your feedback though. We'll continue to refine our execution.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Anonymous

Great CRM solution for small business

Used occasionally for less than 6 months
Reviewed 2020-03-24
Review Source: Capterra

I think it's really easy to setup and use for less technical people, great for freelancers, small businesses and mom and pop shops who don't need or want data driven CRM systems. If you have a single person who can juggle multiple aspects of customer service it's cost effective or a small team it's worth it.

Pros
When my client asked me to look into a customer management solution to start to transition away from paper and Excel sheet based documents, I looked into several options including Salesforce. The price was good and comparable to Salesforce but I think many small businesses, your mom and pop shops don't really want or need more in depth data analytics. I think that's where Apptivo is better and easier to use for small business who aren't as data driven.

Cons
What I didn't really like is that for roughly the same annual price per single licence compared to Salesforce was in Apptivo limits the account to a single user. If you have more than one person who handles customer service, marketing, invoicing etc, the cost is a lot more.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

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Apptivo pricing

Starting from
$10/month
Pricing options
Free
Free trial
Subscription
View Pricing Plans

Starts at just $10/user/month - all apps included, no gimmicks.

Apptivo features

API
Activity Dashboard
Calendar Management
Custom Fields
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Email Integration
Reminders
Third Party Integration

Activity Tracking (179 other apps)
Automatic Notifications (220 other apps)
CRM Integration (144 other apps)
Customer Database (174 other apps)
Electronic Payments (152 other apps)
Real Time Data (145 other apps)
Reporting & Statistics (272 other apps)
Social Media Integration (188 other apps)
Surveys & Feedback (164 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Apptivo

Key features of Apptivo

  • Contact management
  • Unified activity management
  • Lead tracking & auto assignment
  • Pipeline reports & dashboards
  • Workflow & marketing automation
  • Help desk tickets
  • Detailed role based security
  • Activity management
  • Audit trail
  • Auto-responders
  • Automatic reminders
  • Calendar management
  • Calendar sync with Google
  • Configurable workflow
  • Customer accounts
  • Customer history
  • Customizable branding
  • Customizable reporting
  • Customizable templates
  • Data import
  • Document storage
  • Email integration
  • Estimating
  • Expense tracking
  • Full text search
  • Gantt charts
  • Help desk management
  • Invoice management
  • Job management
  • Lead capture
  • Lead distribution
  • Lead generation
  • Lead scoring
  • Multi-channel management
  • Multi-company
  • Multi-country
  • Multi-currency
  • Opportunity management
  • Order management
  • Pipeline management
  • Product catalog
  • Project time tracking
  • Proposal generation
  • Purchase order management
  • Quote management
  • Rules-based workflow
  • Sales analytics
  • Sales tracking
  • Search functionality
  • Secure data storage
  • Secure login
  • Shared contacts
  • SLA management
  • SSL security
  • Supplier management
  • Third party integration
  • Timesheets
  • Website integration
  • Work order management
  • Workflow management
  • Continuous backup
  • Activity dashboard
  • Billing & invoicing
  • Data import/export
  • Goal setting / tracking
  • API
  • Custom fields
  • Email templates
  • Lead assignment
  • Pipeline reports
  • Role-based permissions
  • Web forms
  • Event triggered email
  • Filtered views
  • Territory management
  • Lead management
  • Contact management
  • Project management
View All Features

Benefits

A single online portal to access a 360° degree view of contacts

Sales pipeline management tools with reporting & dashboards

Tightly integrated email marketing capabilities

Closely connected with Office365 & G Suite through seamless integrations

Some of the most flexible configuration tools available

Unbeatable combination of capability, flexibility, and value