Apptivo review: A comprehensive guide about the CRMs top features and integrations

All rates and fees are current as of May 2024 and are subject to change.

Apptivo CRM

Price:	$20 per user, per month
Free trial length:	30 days
Free plan available:	No

Apptivo service plan overview

Apptivo offers four plans billed in a per user, per month, format. Users have the option to pay monthly or annually, with a discount for an annual commitment. Companies seeking the best value for their investment should choose the Lite plan as it offers a rich feature set with sales automations and robust customization for a competitive price along with a free trial with no credit card required to test it out before purchasing.

Best Apptivo CRM plan for small businesses: Lite

For smaller businesses and individual users, the best choice is Apptivo’s Lite plan. For a reasonable price, it can support an unlimited number of users and scale with teams as they grow, especially for teams that don’t need marketing automations, as those are only offered in the Premium plan and above. 

Some of the top features included in the Lite plan include hundreds of integrations, customizable pipeline management and dashboards, email sync with popular email providers, referral tracking, and automated workflows. Lite plan subscribers also enjoy 24/7 access to customer support.

Other services Apptivo offers 

Alongside core CRM features Apptivo provides, the platform boasts broad integrations to streamline business processes and encourage collaboration, such as:

• VoIP integration: Seamlessly integrates with calling, texting, and video providers, such as RingCentral and application programming interface (API) calls
• Two-factor authentication (2FA): Keeps data safe by requiring two forms of identification before accessing data stored in the CRM
• Webform to lead capture: Gives teams the ability to see where prospects are coming from and capture lead data to use in marketing campaigns
• Customizable email templates: Allow teams to reduce time manually, creating personalized sales and marketing emails 
• Mass emailing sending: Premium plan and above subscribers can send 1,000-plus mass emails to leads monthly 
• Territory management: In the Ultimate plan and above, representatives can be assigned to specific territories
• Reporting and analytics: All subscribers have access to standard reports and at least five custom reports 
• Automated workflows: Depending on the plan chosen, users have 25-4,000 sales workflows they can create to reduce manual processes and ensure no deals fall through the cracks
• CRM migration: Every plan gives users the ability to migrate their data from another CRM to get off to a smooth start without having to move to the platform manually
• Mobile apps: Subscribers can download free apps for iOS, Android, and Windows devices to manage deals and prospects while traveling 

The Apptivo platform and customer support 

Overall, the Apptivo platform offers a clean, easy-to-navigate user experience. The tabs at the top streamline business functions, such as product management, financials, supply chain, human resources (HR), and CRM. This makes it a truly multifunctional platform that can streamline processes for many departments. Plus, on the CRM tab, it’s easy to navigate between customers, contacts, leads, and opportunities and create customized views. 

As numerous positive customer reviews indicate, the provider offers excellent customer support across a variety of channels. All Apptivo subscribers have 24/7 access to live chat and email support. Phone support is available 24/5. There is also a knowledge base, how-to videos, webinars, and onboarding training support for all users. Enterprise plan users have a dedicated account manager to help with onboarding, training, and custom integrations. 

Is Apptivo secure?

Apptivo takes pride in providing a secure environment for customers to ensure their data is safe. It is European Union-United States privacy shield-compliant and General Data Protection Regulation (GDPR)-compliant, which means the platform can protect companies from internal and external threats. It also lists its data privacy policies on its website. Furthermore, it makes it clear that all data users store on the platform is owned by the client and it can be deleted on demand at any time.

Apptivo user reviews

Users generally give Apptivo high marks and positive reviews. On G2, Apptivo ranks 4.4 stars out of five with nearly 200 reviews. Capterra’s more than 700 user reviews earned the provider a 4.5-star rating out of five. Many users commented on the excellent customer support, user-friendly interface, robust functionality, and customizable features. The most notable positive reviews repeatedly praise the provider for exceptional, quick customer service. Some users said the tool occasionally has bugs or have experienced the app crashing from time to time.  

Compare Apptivo alternatives

Apptivo	Freshsales	Zoho
Base monthly cost per user	Base monthly cost per user	Base monthly cost per user
$20 per month	$11 per month	$20 per month
Maximum number of users	Maximum number of users	Maximum number of users
Unlimited	Unlimited	Unlimited
Free trial length	Free trial length	Free trial length
30 days	21 days	15 days
	Read our Freshsales review

Is Apptivo right for you?

Apptivo is an excellent choice for teams looking for a comprehensive business management tool to bring their sales, marketing, accounting, and customer service functions into one software solution. It’s also ideal for companies that need multiple integrations and automations to streamline workflows. It may not be the right choice for businesses that need a free plan or only need to support a few users. 

Frequently asked questions