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Apptivo Logo

CRM solution for managing customer accounts

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Apptivo - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Apptivo overview

Based on 708 verified user reviews

What is Apptivo?

Reviews for Apptivo come from a wide variety of industries, including information technology and services (6% of reviewers), financial services (6%), and construction (5%). The most frequent use case for Apptivo cited by reviewers is CRM (72% of reviewers).

What do users say about Apptivo pricing?

Most reviewers consider Apptivo to offer strong value for money, as they appreciate its affordability and extensive features at lower tiers. Some users report costs can add up for larger teams, making it less ideal for them.

Starting price

15per user /
per month

Alternatives

with better value for money


Pros & Cons

Sales Management

Customer Tracking

Chat Support

Email Integration

Access and Availability

User Interface

Apptivo’s user interface

Ease of use rating:

Apptivo pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(14)
3-4(303)
5(391)

What do users say about Apptivo?

Reviews for Apptivo come from a wide variety of industries, including information technology and services (6% of reviewers), financial services (6%), and construction (5%). The most frequent use case for Apptivo cited by reviewers is CRM (72% of reviewers).

Select to learn more


Who uses Apptivo?

Based on 708 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Information Technology and Services
Retail
Management Consulting
Broadcast Media
Others

Use cases

CRM
Sales Tracking
Online CRM
Lead Management
Customer Engagement

Apptivo's key features

Most critical features, based on insights from Apptivo users:

Sales pipeline management
Workflow management
Task management
Quotes/Estimates
Email management
Reporting/Analytics
Calendar management
Territory management
Segmentation

All Apptivo features

Features rating:

Activity dashboard
Activity tracking
Alerts/Notifications
API
Automated routing
Calendar management
Calendar/Reminder system
Calendar sync
Call logging
Campaign management
Client management
Communication management
Contact database
Contact management
CRM
Customer complaint tracking
Customer database
Customer history
Customizable fields
Customizable reports
Customizable templates
Dashboard
Data import/export
Data security
Deal management
Document storage
Drag & drop
Email management
Email marketing
Email templates
Forecasting
For financial institutions
For insurance industry
For ipad devices
For small businesses
For startups
Insurance management
Interaction tracking
Internal chat integration
Knowledge base management
Knowledge management
Lead capture
Lead distribution
Lead generation
Lead management
Lead qualification
Lead segmentation
Live chat
Marketing automation
Mobile access
Mobile app
Multi-Channel communication
Opportunity management
Pipeline management
Pipeline reports
Quotes/Estimates
Referral tracking
Reminders
Reporting/Analytics
Reporting & statistics
Role-Based permissions
Routing
Sales forecasting
Sales pipeline management
Sales reports
Sales trend analysis
Search
Search/Filter
Segmentation
Self service portal
Support ticket management
Task management
Templates
Territory management
Third-Party integrations
Ticket management
Workflow management

Apptivo alternatives

Apptivo logo

Starting from

15

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
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HubSpot CRM logo
visit website

Starting from

20

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

Free

Free trial
Free version
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Features
Value for Money
Customer Support
Salesforce Sales Cloud logo
visit website

Starting from

25

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Apptivo pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Lite

15

/user

Per month

Features included:

  • 100 Custom Fields Per App
  • 18 Apps
  • 24 X 7 Support
  • 25 Workflows
  • 3rd Party Service Integration
  • 8 Custom Dashboards

Premium

25

/user

Per month

Features included:

  • 24 X 7 Support
  • 250 Custom Fields Per App
  • 25 Custom Dashboards
  • 3rd Party Service Integration
  • 46 Apps
  • 75 Workflows

Ultimate

40

/user

Per month

Features included:

  • 150 Workflows
  • 24 X 7 Support
  • 350 Custom Fields Per App
  • 3rd Party Service Integration
  • 50 Custom Dashboards
  • 57 Apps

Enterprise

Empty state illustration for "No pricing info"

No pricing info

Features included:

  • 100 Custom Dashboards
  • 24 X 7 Support + SLA + Account Manager
  • 300 Workflows
  • 500 Custom Fields Per App
  • 65 Apps
  • Custom Integration

User opinions about Apptivo price and value

Value for money rating:

To see what individual users think of Apptivo's price and value, check out the review snippets below.

“There are some auto-fill features that would help avoid duplicate data entry: i.e. business address for multiple employees/contacts.”
Verified reviewer profile picture

Brad L.

Principal/Owner

“It's the perfect addition for a solopreneur, allowing me to maintain financial control just as I help sales leaders implement impactful plans and strategies.”
Verified reviewer profile picture

Linda S.

Owner

Apptivo integrations (21)

Integrations rated by users

We looked at 708 user reviews to identify which products are mentioned as Apptivo integrations and how users feel about them.

Integration rating: 4.8 (9)

drafting documents, letters and statements.

YN

Yu N.

Director

Integration rating: 4.4 (7)

Xero logo
Xero

Integration rating: 4.3 (7)

export to Xero for accouting purpose.

YN

Yu N.

Director

WordPress logo
WordPress

Integration rating: 4.8 (6)

Gmail logo
Gmail

Integration rating: 4.3 (3)

Integration rating: 3.5 (3)

we must have click to dial and we must have a cost effective phone option

SH

Sarah H.

Assistant manager

Apptivo customer support

What do users say about Apptivo customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of Apptivo customer support.

Widespread user sentiment highlights Apptivo's customer support as responsive, knowledgeable, and quick to resolve issues.

A large number of users appreciate the team's patience and willingness to guide them through setup and troubleshooting.

Frequently reported by users, support is easily accessible via multiple channels, including online chat and screen sharing.

Broad user base values the 24/7 availability and professionalism of Apptivo's support, especially during onboarding and customization.

Support options

Email/help desk
Faqs/forum
Phone support
24/7 (live rep)
Chat
Knowledge base

Training options

In person
Live online
Webinars
Videos
Documentation

To see what individual users say about Apptivo's customer support, check out the review snippets below.

“valuable services to include many things that I need to run my business”

OB

Oran B.

CEO

“The ability to further customise it to our specific needs, through the support of their friendly, professional services team, guaranteed that it would tick all of our boxes.”

HB

Heath B.

IT Manager

Apptivo FAQs

Q. What is Apptivo used for?

Apptivo is a 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.

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