Apptivo CRM Pricing, Features, Reviews & Comparison of Alternatives

Apptivo CRM

CRM for managing customer accounts

4.33/5 (291 reviews)

Apptivo CRM overview

Apptivo CRM 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.


Starting from
Pricing options
Free trial
Value for money
View Pricing Plans


Business size



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

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

Apptivo CRM reviews

Value for money
Ease of use
Customer support
Vernessa Taylor

Apptivo is All-Inclusive, Modern ERP Cloud App Done Right (Just Add Speed and GUI Refresh)

Used weekly for 2+ years
Reviewed 2018-06-20
Review Source: Capterra

I was using Teamwork (formerly Teamwork PM) for project management, a local install of vTiger CRM for contacts and opportunity management, and myriad other cloud-based apps to pull together administrative activities. I wanted an all-inclusive software with strong project management features that also allowed me to handle detailed invoicing and allowed customers to click a link to pay. Lastly, the CRM component had to be at least as good as vTiger (or Zoho CRM which I'd also given a trial run). Apptivo satisfied these needs. Pleased with the CRM, opportunity management, project management, field service management, and billing apps (especially since they've added Stripe as a payment gateway).They do not nickle-and-dime you to death! One price includes everything. Their tiers are about number of users rather than adding/subtracting features. A more sensible model than some of the others. I like how detail views are available from most places -- call logs, projects, tasks, and notes can be associated with a contact or company or opportunity. The integration with email is excellent, right down to making it easy to connect your email boxes. One challenge I had that Apptivo solved for me was how to keep emails related to a particular project or opportunity all together in one place. Apptivo does a good job of this by assigning codes (or project numbers), and allowing you to select whether or not the email you are writing is related. If you are writing emails using some other application (your desktop client or cloud-based app), you can use the same code in the subject line and Apptivo will pull that email into the app, and associate it with the relevant modules (project, client, case, etc.)

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Marcel Ottiger

Very useful CRM, accessible from anywhere, good value for money

Used daily for 2+ years
Reviewed 2018-05-01
Review Source: Capterra

The CRM functionality is intuitive to use. Not much setup is needed but still a lot of customization is possible. It can easily grow with the company and is accessible from anywhere. As a cloud based service you do not need to care about hardware, accessibility etc. Remarkable: There is an exceptionally responsive customer support. Overall very recommended for flexible startup companies.

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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 Feel free to drop me any question at any time if you think I can help you by selecting a CRM: -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.

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Marisela Esteves

Customer Support is very Responsive

Used daily for 2+ years
Reviewed 2016-11-28
Review Source: GetApp

Our business started Apptivo when we were quite small, and there were several issues with the program when we first began using them. The support at Apptivo is awesome, every time that we have a difficulty using any of the programs feature, they have gotten back to us within hours or sometimes days. The recent issue with using their Ledger App took a bit longer to resolve but we enthusiastically appreciate their dedication to resolving the issues, and how thoroughly they did resolve it. The features we use most often include: Emailing Invoices and Estimates, keeping track of our Finances with their Ledger App, and keeping track of correspondence with Clients. There are some many other features to the program including tracking Inventory, tracking Accounts with Suppliers, and creating Projects with clients/collaborations with other professionals just to name a few. I will continue to use and support the Apptivo program. They continue to grow and offer more features, clearer and efficient options for tracking the growth of our business as it continues to grow!Easy to use features - Sending out invoices - Receiving payments and notifications - Receving Emails and Client feedback - Tracking client info - Reviewing, Updating, and tracking Inventory and Accounts Payables. There are many other features but these we use in general.

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Tara Moulton

Great way to track projects. A lot of features that can be customized for your specific industry.

Used daily for 2+ years
Reviewed 2018-05-07
Review Source: Capterra

Being able to see any project at any given status at any time. Being able to put numerous fields to retain all project information in several different formats. Ease of reporting by exporting data to excel and going from there. You only have to use what you need. Disabling certain apps prevents you and users with too much information. Great selection of apps to customize for each business. Really enjoy the product!

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Apptivo CRM pricing

Starting from
Pricing options
Free trial
View Pricing Plans

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

Apptivo CRM features

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

Activity Tracking (122 other apps)
Automatic Notifications (159 other apps)
CRM Integration (113 other apps)
Customer Database (118 other apps)
Electronic Payments (113 other apps)
Mobile Integration (118 other apps)
Reporting & Statistics (168 other apps)
Social Media Integration (127 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Category Leaders ranking


#14 in CRM

View full ranking

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

Apptivo CRM also features in these categories:

Additional information for Apptivo CRM

Key features of Apptivo CRM

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


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