Lite
$20
user/month, billed monthly
Includes 18 apps, 100 custom fields per app, 25 workflows, 8 custom dashboards, third-party service integration and 24x7 support.
Check current pricing →A
Apptivo
Apptivo is a cloud business management suite combining CRM, sales, project management, invoicing, help desk, field service and related business applications.
Editorial overview
Aggregated Overview
Apptivo provides a broad, integrated application suite with extensive customization, workflow automation, mobile access and business integrations. G2 reviewers rate it 4.4 out of 5, while review summaries frequently praise support and customization. Some reviewers report setup complexity and limitations in the mobile experience.
This profile combines documented product information and independent evidence where available. It is not a hands-on test unless TechZella explicitly identifies one.
Overview
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 Decision Snapshot
A quick way to understand who this product may suit, where its limits matter, and which facts are most relevant before you compare alternatives.
Platforms
Android, Cloud, iOS, REST API, Web, Windows
TechZella assessment
8.5/10
Apptivo Pros & Cons
Pros
- Combines CRM with project, invoicing, support, field service and procurement applications.
- Provides broad customization for fields, layouts, views, reports, dashboards and workflows.
- Offers REST API, webhooks and integrations with accounting, productivity and payment services.
- Includes Android and iOS applications with CRM and operational functionality.
- Provides a 14-day trial without requiring a credit card.
Cons
- The wide application range can make configuration and onboarding more demanding.
- Some independent reviews describe a learning curve and setup complexity.
- The mobile experience may provide fewer capabilities than the web application.
- Advanced integrations and higher usage limits may require more expensive plans or enterprise pricing.
Apptivo Pricing & Plans
Lite annual
$15
user/month, billed annually
Annual billing equivalent for the Lite plan.
Check current pricing →Premium
$30
user/month, billed monthly
Includes 46 apps, 250 custom fields per app, 75 workflows, 25 custom dashboards, third-party service integration and 24x7 support.
Check current pricing →Premium annual
$25
user/month, billed annually
Annual billing equivalent for the Premium plan.
Check current pricing →Ultimate
$50
user/month, billed monthly
Includes 57 apps, 350 custom fields per app, 150 workflows, 50 custom dashboards, third-party service integration and 24x7 support.
Check current pricing →Ultimate annual
$40
user/month, billed annually
Annual billing equivalent for the Ultimate plan.
Check current pricing →Enterprise
Custom
custom
Includes 65 apps, 500 custom fields per app, 300 workflows, 100 custom dashboards, custom integration, SLA support and an account manager.
Check current pricing →Pricing may change. Verify current plans on the vendor's website.
Apptivo Competitors & Alternatives
Compare similar products directly, then see which alternatives may make more sense when your requirements differ.
Direct competitors
These products address broadly similar requirements. The descriptions focus on documented reasons a buyer might compare them with Apptivo.
Apptivo Features
CRM and Sales
- Lead list management
- Contact and customer management
- Product catalog
- Deal and opportunity management
- Multiple sales pipelines
- Tasks, appointments, notes and follow-ups
- Customer activity history
- 360-degree customer view
Marketing and Communication
- Two-way email synchronization
- IMAP email integration
- Email templates
- Email open and click tracking
- Email sequencing
- Campaign management
- Lead scoring
- Email and SMS automation
Automation and Customization
- Custom fields
- Custom views and layouts
- Custom reports and dashboards
- Workflow triggers
- Sales-stage automation
- Drag-and-drop configuration
- Record conversion flows
- Role and feature-level security
Business Applications
- Project management
- Time tracking
- Estimates and proposals
- Invoicing
- Help desk cases
- Field service and work orders
- Procurement and purchase orders
- Contracts and expense management
Integrations and Developer Tools
- REST API
- Webhooks
- QuickBooks integration
- Xero integration
- Google Workspace integration
- Google Calendar integration
- Dropbox integration
- Payment gateway integrations
- Slack integration
Mobile
- Android application
- iOS application
- Mobile CRM access
- Mobile activities and call logs
- Mobile invoicing
- Mobile estimates
- Field service access
- Real-time web and mobile data updates
Apptivo Specifications
| Deployment | Cloud-based SaaS |
|---|---|
| Primary product type | Integrated CRM and business application suite |
| CRM apps | Leads, Contacts, Customers, Opportunities and Cases |
| Free trial | 14 days, no credit card required |
| API | HTTP-based REST API |
| Integrations | QuickBooks, Xero, Google Workspace, Google Calendar, Dropbox, Slack, PayPal, Stripe, Authorize.Net, Zipmark and webhooks |
| Mobile support | Android and iOS applications |
| Windows support | Supported Windows access identified in Apptivo plan documentation |
| Billing model | Per user, monthly or annual billing |
| Support | 24x7 support listed on paid plans |
| Company founded | 2009 |
| Headquarters | Plano, Texas, United States |
Our evidence-based assessment
TechZella Score
A proprietary editorial score based on product capabilities, usability, value, performance, support and user sentiment evidence.
8.5/10Moderate confidence
Apptivo provides a broad, integrated application suite with extensive customization, workflow automation, mobile access and business integrations. G2 reviewers rate it 4.4 out of 5, while review summaries frequently praise support and customization. Some reviewers report setup complexity and limitations in the mobile experience.
Methodology v1.0. The assessment weighs feature coverage (25%), ease of use (15%), value for money (20%), performance (15%), support (10%) and user sentiment (15%), using researched product evidence and verified review evidence where available. It is a TechZella editorial assessment, not a direct user-review average.
Apptivo FAQs
Answers begin with the clearest available response, followed by the context that helps you act on it.
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.
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