
About Apptivo
Apptivo is a powerful sales & marketing tool which provides the tools including lead management, an opportunity pipeline with intuitive dashboards, campaign management, and flexible workflow tools including marketing automation. Everything is completely accessible from Android or iOS devices and integrated with Office365 & G Suite.
The Apptivo CRM starts with a simple contact management system with slick integrations such as automated email conversation tracking, or automated call logging. The solution offers a complete set of sales tools for lead management, activity tracking, pipeline visualization, and automated workflow, as well as integrated quoting, to generate estimates from the pipeline and email professionally branded PDFs to customers.
Apptivo’s apps also include integrated email marketing to launch targeted campaigns to contact lists, and track exactly who is reading & clicking on messages. Implement marketing automation to plan out detailed sequences of when the team should be following up with prospects, and when they should be received personalized automated messages.
Apptivo offers much more than just a CRM. The platform includes apps that help in all areas of business such as help desk, invoicing, project management, procurement, and more. All apps are designed to resolve around the CRM, providing a complete 360° view of each customer.
Apptivo allows users to define their company territories, markets, and their market segments; each of these properties can then be used to search and sort customer accounts by. Not only are businesses able to define who is buying their product, and where; but they can also define the industry that the account belongs to, all in one place.
Pricing starting from:
$8.00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Apptivo
Key benefits of Apptivo
A single online portal to access a 360° degree view of contacts
Sales pipeline management tools with reporting & dashboards
Tightly integrated email marketing capabilities
Closely connected with Office365 & G Suite through seamless integrations
Some of the most flexible configuration tools available
Unbeatable combination of capability, flexibility, and value
Devices
Business size
Markets
Australia, Brazil, Canada, China, Germany, United Kingdom, India, Japan, Mexico, United States and 5 others
Supported Languages
English
Pricing starting from:
$8.00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Apptivo
Images






Features
Total features of Apptivo: 66
Alternatives
Salesforce Sales Cloud

Zoho CRM

HubSpot CRM

Pipedrive

Reviews
Already have Apptivo?
Software buyers need your help! Product reviews help the rest of us make great decisions.
Write a Review!- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Customer Support is very Responsive
Reviewed on 28/11/2016
Our business started Apptivo when we were quite small, and there were several issues with the...
Our business started Apptivo when we were quite small, and there were several issues with the program when we first began using them. The support at Apptivo is awesome, every time that we have a difficulty using any of the programs feature, they have gotten back to us within hours or sometimes days. The recent issue with using their Ledger App took a bit longer to resolve but we enthusiastically appreciate their dedication to resolving the issues, and how thoroughly they did resolve it.
The features we use most often include: Emailing Invoices and Estimates, keeping track of our Finances with their Ledger App, and keeping track of correspondence with Clients. There are some many other features to the program including tracking Inventory, tracking Accounts with Suppliers, and creating Projects with clients/collaborations with other professionals just to name a few.
I will continue to use and support the Apptivo program. They continue to grow and offer more features, clearer and efficient options for tracking the growth of our business as it continues to grow!
Pros
Easy to use features - Sending out invoices - Receiving payments and notifications - Receving Emails and Client feedback - Tracking client info - Reviewing, Updating, and tracking Inventory and Accounts Payables. There are many other features but these we use in general.
Cons
Some errors with Invoices through paypal that require the client to input the info more than once, especially when there is Updates to the program. This has happened on some occasions, but is no longer an issue that we experience.

- Industry: Consumer Goods
- Company size: Self Employed
- Used Weekly for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
Decent Suite of Productivity Apps
Reviewed on 31/03/2020
I would give this 4 out of 5. I love the fact that it is offered for FREE for up to 3 users so...
I would give this 4 out of 5. I love the fact that it is offered for FREE for up to 3 users so great for small start up companies. There are tons of apps you can add and customize per your needs.
Pros
One stop shop for many productivity apps such as supply chain, CRM, HR, Accounting etc. Customer service are always available via chat and very helpful. They will even do screen share and troubleshoot the issues.
Cons
Some of the templates such as purchase order, packing slip are hard to customize. Some of the fields do not display consistently.
- Industry: Hospital & Health Care
- Company size: 11-50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Intuitive Software with Good Customer Service
Reviewed on 18/05/2022
Apptivo allows us to utilize and provide reporting (snapshots of our progress) easily within one...
Apptivo allows us to utilize and provide reporting (snapshots of our progress) easily within one application.
Pros
Our implementation specialist who helped us set everything up was great. Really like the in-depth customization options as well.
Cons
Would love to see a mapping tool to use when scheduling appointments for customers close to one another.
- Industry: Information Technology & Services
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Customer Support Software
- Likelihood to recommend 1.0 /10
Decided to switch to something else
Reviewed on 02/04/2019
Their software is decent, but they really seem to loathe their Starter Plan customers. The way...
Their software is decent, but they really seem to loathe their Starter Plan customers. The way they hack out features that they don't want available is sloppy, and makes it necessary to come up with ways to work around their intentional stumbling blocks.
Apptivo - If you don't want to offer a free product, don't. I got the hint, and I'm setting up PayPal Invoicing tonight.
Pros
I've been using their "Starter Plan" since 2012. It is good enough to get by, and it is free. I mostly use the invoicing module.
Cons
Certain settings in the starter plan don't make sense. For example, the e-mail template includes a link to paying online, but online payments aren't supported in the starter plan. Modifying the e-mail template to take that link out is also not supported in the starter plan. I could deal with all that, but now, after a year of using the recurring invoices feature, they suddenly stop working. The tech support person says I have to upgrade my plan to use that. But the settings pages all work, and my invoices are all just sitting there waiting.
Response from Apptivo
Hello Sean,
Thank you so much for taking the time to post this review! We're glad that you enjoyed using Apptivo as a customer for many years. The Starter Plan is generally very limited compared to the other plans. We also upgraded versions since you first created an account with us. This might have caused some unexpected changes. I apologize for the inconvenience caused and will take your feedback to the appropriate teams to help improve our user experience. Thank you again for your feedback!
Team Apptivo
- Industry: Commercial Real Estate Software
- Company size: 2-10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Apptivo - new course of business
Reviewed on 25/03/2022
After having been using Apptivo for a couple of months now, we can see that we made a good decision...
After having been using Apptivo for a couple of months now, we can see that we made a good decision choosing Apptivo. The user team loves it and we are still exploring new ways to use it in its full potential.
It is packed with lots of brilliant solutions.
Pros
Apptivo is a great system, it so simple and intuitive from a user perspective that only basic training is enough to start working in it. It is great that we could customise the fields and we could build it to mirror our process map perfectly.
Cons
I think, Apptivo has a certain system logic and it wasn't explained to us very well in the training materials. so when we started to build the system we made some big learning curves that would have been avoidable. There are lot's of training materials available but it's a pain to find answer to our questions when trouble shooting. Help line chat very handy though.
Reasons for Switching to Apptivo
Based on recommendations, value and functionalityApptivo FAQs
Below are some frequently asked questions for Apptivo.Q. What type of pricing plans does Apptivo offer?
Apptivo offers the following pricing plans:
- Starting from: $8.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
Starts at just $8 per user/ Billed annually. - comes with 18 Apps, 100 Custom Fields Per App 25 Workflows 8 Custom Dashboards 3rd Party Service Integration 24x7 Support
Q. Who are the typical users of Apptivo?
Apptivo has the following typical customers:
2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000
Q. What languages does Apptivo support?
Apptivo supports the following languages:
English
Q. Does Apptivo support mobile devices?
Apptivo supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Apptivo integrate with?
Apptivo integrates with the following applications:
Asterisk, Authorize.Net, Dropbox Business, Gmail, Google Calendar, Google Contacts, Google Drive, Google Forms, Google Maps, Google Workspace, Microsoft 365, Microsoft Outlook, Nexmo Voice API, OneDrive, Operations Hub, PayPal, QuickBooks Online Advanced, RingCentral Engage Voice, Sign.co, Slack, Stripe, WordPress, Xero, Yahoo Small Business
Q. What level of support does Apptivo offer?
Apptivo offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat
Related categories
See all software categories found for Apptivo.
- Sales Force Automation Software
- Help Desk & Ticketing Software
- Customer Engagement Software
- Online CRM Software
- Customer Service Software
- Complaint Management Software
- Contact Management Software
- CRM Software
- Real Estate CRM Software
- Contact Center Software
- Lead Management Software
- Financial CRM Software
- Inside Sales Software
- Knowledge Base Software
- Sales Tracking Software