Apptivo

Apptivo is a cloud-based business management platform that combines CRM with applications for project management, invoicing, procurement, help desk, field service, marketing and financial operations.

The company launched Apptivo in 2009. Its modular design lets organizations activate related applications within one account rather than purchasing each application separately. The platform targets small and midsize businesses while supporting larger deployments.

CRM capabilities cover leads, contacts, customers, opportunities, activities, sales pipelines, email communication and customer history. Connected applications can extend the workflow from lead capture through quoting, delivery, invoicing and support.

Apptivo CRM supports lead and contact records, customer profiles, product catalogs, opportunity tracking, multiple sales pipelines, sales-stage automation, tasks, appointments, notes and follow-up management.

Users can configure custom fields, views, layouts, reports, dashboards and workflow triggers. The platform also provides email synchronization, templates, sequencing, campaign management, lead scoring, reporting and customer activity histories.

Additional applications support project management, time tracking, estimates, invoices, procurement, orders, help desk cases, contracts, field service and expense management. Mobile applications provide access to CRM records, activities, invoices, estimates and service workflows.

Apptivo prices its plans per user. The current monthly plans are Lite at $20 per user, Premium at $30 per user and Ultimate at $50 per user. Annual billing reduces the listed monthly equivalents to $15, $25 and $40 per user.

The Enterprise plan uses custom pricing and includes custom integrations, service-level agreement support and an account manager. Apptivo advertises a 14-day free trial without requiring a credit card. The trial is associated with the Ultimate plan.

Plan limits differ by application count, custom fields, workflows, dashboards and integration capabilities. Customers should confirm current limits and enterprise terms with Apptivo before purchase.

Pros: Apptivo combines CRM and back-office applications in one cloud platform. It offers substantial customization through fields, views, layouts, dashboards and workflows. It also provides mobile applications, a REST API and integrations for accounting, calendars, documents, payments and communications.

Cons: The breadth of applications and configuration options can increase onboarding effort. Independent reviews mention a learning curve, occasional integration friction and a mobile experience that may provide fewer capabilities than the web application.

Comparable products include Zoho CRM, HubSpot CRM, Freshsales, Salesforce Sales Cloud and monday CRM. Zoho CRM and HubSpot CRM are common alternatives for sales-focused teams. Salesforce Sales Cloud suits organizations seeking a larger enterprise ecosystem. Freshsales emphasizes sales automation, while monday CRM provides configurable work management alongside CRM features.

Does Apptivo offer a free trial? Yes. Apptivo advertises a 14-day free trial and states that no credit card is required.

Does Apptivo have an API? Yes. Apptivo provides an HTTP-based REST API for interacting with platform data and extending application functionality.

What platforms does Apptivo support? Apptivo is delivered as a cloud service and offers mobile applications for Android and iOS. Apptivo documentation and plan materials also identify Windows access for supported applications.

What integrations does Apptivo provide? Published integrations include QuickBooks, Xero, Google Calendar, Google Workspace, Microsoft 365 services, Dropbox, PayPal, Stripe, Authorize.Net, Zipmark, Slack, telephony services and webhooks. Availability can vary by application and plan.

Who is Apptivo best suited for? It is best suited to small and midsize organizations that want CRM connected with invoicing, project management, support, field service or operational workflows.