Apptivo
Learn more about Apptivo CRM software with customer reviews, pricing information and frequently asked questions.
Updated on November 15th, 2023
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Updates:
Updated 25th of February 2020
Offered pricing comparisons with Apptivo's closest competitors Freshsales and HubSpot, making it easier to compare features and prices.
Updated 26th of February 2020
Made it easier to judge Apptivo by offering a snapshot of the different review aggregators.
Apptivo is a business CRM software platform. Apptivo also has built-in project management solutions and invoicing tools. Businesses in a wide variety of industries use Apptivo to streamline their customer relationship management and financial activities.
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Pricing:
Plan | Monthly Pricing | Monthly Pricing (Billed Annually) |
|---|---|---|
Lite | $10.00 /user. | $8.00 /user. |
Premium | $15.00 /user. | $12.00 /user. |
Ultimate | $25.00 /user. | $20.00 /user. |
Enterprise | Contact for quote. | Contact for quote. |
*Users save 20% when paying annually.
Review:
Apptivo CRM is our 6th best CRM platform, as it offers plenty of value for a relatively low price. In addition to CRM services, Apptivo also provides project management tools, an expense report, invoicing services, and a feature that assists with marketing campaigns. Apptivo only lacks two standard CRM features: mobile optimization and reporting dashboards.
Pros:
There are several features that users might enjoy, such as G Suite and Office 365 integration, Smart Forms access, bulk emails, team management tools, a product catalog, contact support, quotation and invoicing services, data import and export capabilities, product training, and the ability to send file attachments.
Cons:
Apptivo CRM begins with a free plan, but this package excludes several key features such as custom views, filters, custom fields, campaign management, email templates, and a performance dashboard. It is ideal for small to medium businesses, but larger businesses would want more power.
The full package price can be obtained by requesting a quote, but a company with a similar set of features, Pipeliner, charges $85.00 per user, per month for their full package. This is a fair baseline for comparison, but Pipeliner offers the convenience of mobile optimization.
Reputation:
Apptivo CRM enjoys mostly favorable reviews from its users and software reviewers. It has no Better Business Bureau accreditation, but has a Capterra user review score of 4.4/5, and scores well for Ease of Use (4.2/5) and Customer Service (4.7/5).
Apptivo CRM User Review Scores:
Source | Rating |
|---|---|
Finances Online SmartScore | 7.8/10 |
Capterra User Review Score | 4.4/5 |
TrustRadius User Review Score | 8.4/10 |
Integrations:
Apptivo CRM offers plenty of useful integrations that helps create a richer customer engagement experience and affords the user many added benefits. Here are some of its key integrations that are best paired with a CRM software.
Sales/Marketing | Finance/Accounting | Productivity | Other |
|---|---|---|---|
Business Site CRM Plugin | Google Calendar | Fuze | |
Office 365 | |||
Apptivo CRM Premium vs. Freshsales Blossom vs. Salesforce Essentials:
With their excellent reporting, customization, bulk emailing, and workflow automation tools, as well as attractive pricing, Apptivo CRM Premium offers the best value for money. Freshsales Blossom costs more and offers fewer features, while Salesforce Essentials is three times the price. A good tool for small teams.
Apptivo CRM Premium vs. Freshsales Blossom vs. Salesforce Essentials:
Offering | Apptivo CRM Premium | Freshsales Blossom | Salesforce Essentials |
|---|---|---|---|
Monthly Price | $8.00 /user | $12.00 /user | $25.00 /user |
Number of Users | Pay Per User | Unlimited | 10 |
Customer Support | Email, Phone, Live Chat | Email, Phone, Live Chat | Two-day response time via email and access to customer support community |
Reporting and Analytics | Standard, Schedule, and Custom Reports | x | Customizable Reports and Dashboards |
Customization | Custom branding and reports | x | Customizable sales process |
Emails | 1,000 Mass Emails/user | No bulk emails | Mass e-mail, Email templates, Email integration with Outlook |
Workflow Automation | ✓ | x | x |
Apptivo CRM Ultimate vs. Freshsales Garden vs. Salesforce Professional
Salesforce Professional is the vastly more expensive option, but there is no clear justification for it. Apptivo CRM Ultimate matches it for reporting analytics, customization, mass emailing, and even offers workflow automation. Each software is ideal for medium sized businesses.
Apptivo CRM Ultimate vs. Freshsales Garden vs. Salesforce Professional:
Offering | Apptivo CRM Ultimate | Freshsales Garden | Salesforce Professional |
|---|---|---|---|
Monthly Price | $20.00 /user | $25.00 /user | $75.00 /user |
Number of Users | Pay Per User | Unlimited | Unlimited |
Customer Support | Email, Phone, Live Chat | Email, Phone, Live Chat | Two-day response time via email and access to customer support community |
Reporting and Analytics | Standard, Schedule, and Custom Reports | Advanced Reports on sales activities, lead conversion, revenue forecast, and more. | Customizable Reports and Dashboards |
Customization | Custom branding and reports | x | Customizable sales process, Unlimited custom applications |
Emails | 3,000 Emails/user | 250 Bulk Emails/user/day | Mass e-mail, Email templates, Email integration with Outlook |
Workflow Automation | ✓ | Up to 10 workflows per account | x |
Apptivo CRM Enterprise vs. Freshsales Estate vs. Salesforce Enterprise
Each of these platforms are excellent choices for medium to large companies. They each offer advanced CRM features including extensive customer support, first-rate reporting and analytics tools, plenty of customization options, workflow automation, and more.
Apptivo CRM Enterprise vs. Freshsales Estate vs. Salesforce Enterprise:
Offering | Apptivo CRM Enterprise | Freshsales Estate | Salesforce Enterprise |
|---|---|---|---|
Monthly Price | Quote only | $49.00 /user | $150.00 /user |
Number of Users | Pay Per User | Unlimited | Unlimited |
Customer Support | Service Level Agreement | Email, Phone, Live Chat | Two-day response time via email and access to customer support community |
Reporting and Analytics | Standard, Schedule, and Custom Reports | Advanced Reports and Reports Dashboard to monitor deals, revenue forecast, and sales activities in real-time dashboards. | Advanced reporting features, including cross filters, joined reports, bucketing, and history tracking. |
Customization | Dedicated customization | Advanced CRM Customization to easily customize your modules by creating and organizing custom fields | Customizable sales process, Custom Opportunity fields in forecasting, Unlimited custom applications |
Emails | 5,000 Emails/user | 1000 Bulk Emails/user/day | Mass e-mail, Email templates, Email integration with Outlook |
Workflow Automation | ✓ | Up to 25 workflows per account | ✓ |
Apptivo CRM vs HubSpot:
HubSpot has the advantage of being a top-tier CRM platform at no cost at all, making it the best option on the market. Its only weak point is scaling. Apptivo CRM has a free plan, but it is a limited one, and is also more suited to small and medium businesses. It would make more sense to go with the free software, HubSpot.
Apptivo CRM vs HubSpot Comparison:
Feature | Apptivo CRM | HubSpot |
|---|---|---|
Cheapest Plan | Free | Free |
Most Expensive Plan | Quote only. | Free |
CRM Ranking | 6th | 1st |
24/7 Support | Yes | Yes |
Multilingual Support | No | No |
Mobile Support | Yes | Yes |
Apptivo CRM vs Freshsales:
Apptivo is considerably cheaper than Freshsales at every price plan. Both offer a comprehensive range of features, and both offer useful integrations with other products, but Freshsales edges out its rival by being more suitable for large businesses who want more power in their CRM.
Apptivo CRM vs Freshsales Comparison:
Feature | Apptivo CRM | Freshsales |
|---|---|---|
Cheapest Plan | Free | Free |
Most Expensive Plan | Quote only | $79.00 per month |
CRM Ranking | 6th | 2nd |
24/7 Support | Yes | Yes |
Multilingual Support | No | Yes |
Mobile Support | Yes | Yes |
Key Information:
Legal Name | Apptivo Inc. |
Founder | |
Founding Date | Jan 01, 2009 |
Address | 38750 Paseo Padre Pkwy., Ste. #A2, Fremont, CA 94536 |
Number of Employees | 99 |
Number of Customers | 99 |
Telephone | |
Website |
FAQs:
What does Apptivo cost?
Apptivo's monthly plans start at $8.00 per user per month and go up to $25.00 per user per month for the "Ultimate" plan.
What integrations are available for Apptivo CRM?
Apptivo's integrations include the G-Suite (Gmail, Google Calendar, etc.), Office 365, and Slack.
What are some Apptivo alternatives?
What is the difference between Apptivo and Zoho?
Zoho is supported by more operating systems than Apptivo and has more integrations, but Apptivo is more affordable overall and has a simpler interface according to Apptivo CRM review writers.
Can employees track time with Apptivo project management?
Apptivo's project management solution has a time tracking tool that employees and managers can use to track time. This feature can help you monitor progress on a task or see where company resources are being used.
What is Apptivo procurement?
The Apptivo Purchase Order app is Aptivo's procurement solution. With the app, you can simplify your inventory management and purchasing in one very easy-to-use database.