Apptivo

Apptivo CRM is used to centralize leads, contacts, automate sales workflows, and manage invoicing.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Apptivo Overview

  • Updated December 4, 2025

Apptivo is a versatile CRM platform designed to support small and growing businesses by streamlining customer relationship management and operational processes. It combines tools for sales, marketing, project management, invoicing, and customer support into a single, user-friendly system.

The software helps businesses organize leads, track opportunities, and improve collaboration across teams. With its flexible pricing and customizable features, Apptivo provides an affordable solution that adapts to diverse business needs.

Key Features

  • Customer & Contact Management : Store all customer and contact details in one place to ensure quick, centralized access and a full picture of interactions.
  • Tasks & Appointments : Allow creation of events, reminders, and meeting schedules with ease to keep daily work organized.
  • Lead & Sales Pipeline : Help categorize prospects through stages of the funnel and monitor opportunities from lead to closed deal.
  • Project Management : Offer tools for planning, tracking, and delivering projects including milestones and Gantt charts.
  • Cases & Help Desk : Let teams manage customer tickets based on SLAs and keep track of open and closed cases.
  • Marketing Campaigns & Email : Support launching targeted campaigns, tracking performance, sending bulk emails, and using custom email templates.
  • 360-Degree View & Social News Feed : Give a full view of all related activity for each record and keeps teams updated with a social-style feed.
  • IMAP Email Integration & Drag-and-Drop PDF Templates : Enable seamless email syncing and easy creation of PDFs with a simple drag-and-drop editor.
  • Customization & Master Layout : Allow adapting fields, layouts, and workflows so the system fits specific business needs and grows with them.
  • Data Import/Export & Bulk Actions : Support importing data (e.g., via CSV), exporting report results, and performing actions in bulk to save time.
  • Contracts & Contract Management : Let users draft, customize, and manage contracts, set approval flows, and link them to customers, invoices, or projects.
  • Administrative Controls & Security : Provide admin tools for business-wide settings, user preferences, app access, roles, multi-currency, and syncing with calendars.

Price

Plan Monthly (per user) Annual (per user, billed annually) Key Inclusions
Lite $20 $15 18 apps, 100 custom fields/app, 25 workflows, 8 dashboards, 3rd‑party integration, 24×7 support
Premium $30 $25 46 apps, 250 custom fields/app, 75 workflows, 25 dashboards, 3rd-party integration, 24×7 support
Ultimate $50 $40 57 apps, 350 custom fields/app, 150 workflows, 50 dashboards, 3rd-party integration, 24×7 support
Enterprise Contact Us Contact Us 65 apps, 500 custom fields/app, 300 workflows, 100 dashboards, custom integration, SLA, account manager, 24×7 support

Check Pricing details: https://www.apptivo.com/app-pricing/

Pros

Competitor Pros of Apptivo
HubSpot CRM Apptivo combines CRM, invoicing, project tools, and help desk into one platform. That unifies business operations while HubSpot tends to focus more on CRM and marketing.
Zoho CRM Apptivo gives a bundled suite that includes help desk, project, invoicing, and contracts. That means fewer tools to manage compared to Zoho’s specialized modules.
Salesforce Sales Cloud Apptivo often costs less and comes ready with built-in modules across business functions. That makes it friendlier for small businesses than Salesforce’s higher-end, complex setup.
Freshsales (Freshworks CRM) Apptivo offers broader modules like project management, contract handling, and invoicing along with CRM. That gives more complete business coverage versus Freshsales’ more sales-centered scope.
Insightly Apptivo gives more pre-built business features like invoicing, contracts, and help desk support. That means teams need fewer add-ons compared to Insightly’s more focused CRM and project tools.

Cons

Competitor Cons of Apptivo
HubSpot CRM HubSpot offers a truly free forever plan with solid marketing tools and a vast app ecosystem. Apptivo doesn’t have a free plan and may feel less flexible in marketing workflows.
Zoho CRM Zoho brings AI insights, automation, and deep integration across its suite like analytics assistant Zia. Apptivo lacks that level of AI-powered automation and insight.
Salesforce Sales Cloud Salesforce excels at heavy customization, enterprise-grade workflows, and large-scale integrations. Apptivo may not match that power or flexibility for complex enterprise needs.
Freshsales (Freshworks CRM) Freshsales surfaces built-in calling, AI forecasting, and mobile voice-notes. Those tools feel more advanced than Apptivo’s more manual workflow and limited communication tools.
Insightly Insightly has a cleaner user interface and a smoother project-to-sales handoff. Apptivo’s interface may feel more modular and can take longer to learn for teams used to streamlined UX.

Customers' Reviews From Reliable Websites

G2 Review
PCMag Review
Software Advice Review
Gartner Review
Capterra Review