Apptivo Review 2025: Pricing, Features, Pros & Cons, Ratings & More
Co-Founder and Chief Data Scientist
Apptivo: Top CRM Software
4.2 / 5
Featured CRM Software Alternatives for Apptivo
$9 to $150/user/month
Yes, up to 2 users
E-signature software, call transcription, conversation routing
Editor's Take
HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
No
Sales automation, customer service, marketing
Editor's Take
NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$25 per user per month
14 days
marketing automation, sales automation, no code customization
Editor's Take
CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.
The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.
Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.
Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Apptivo Review
What is Apptivo
Apptivo offers a modular system that allows small businesses to tailor their software setup by choosing specific applications relevant to their operations. Its CRM features and benefits include tools for managing leads, contacts, and sales pipelines, alongside email marketing and customer segmentation capabilities that enhance engagement and outreach strategies.
Financial tasks are streamlined through integrated invoicing, expense tracking, and payment processing functions, simplifying cash flow and billing cycles. Inventory and supply chain management modules provide real-time oversight of stock levels and vendor relationships, helping to avoid stockouts and optimize procurement.
The platform’s project management tools enable teams to assign tasks, monitor progress, and align project financials with customer data, providing a comprehensive view of project health. Apptivo’s web-based interface supports customization through configurable dashboards and workflows, accommodating the diverse needs of small businesses.
Security measures such as role-based access controls, encryption, and backups ensure sensitive data protection. Additionally, the software’s integration capabilities allow for automation and connectivity with third-party applications, enhancing overall efficiency.
For businesses exploring software solutions, understanding how Apptivo helps small businesses through its integrated approach can be valuable. Interested users may also find the ranking of the top webinar platform helpful when considering supplementary tools for team communication and training.
Featured CRM Software Products
$9 to $150/user/month
Yes, up to 2 users
E-signature software, call transcription, conversation routing
Editor's Take
HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
No
Sales automation, customer service, marketing
Editor's Take
NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$25 per user per month
14 days
marketing automation, sales automation, no code customization
Editor's Take
CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.
The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.
Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.
Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$8/per user/per month
Yes
customizable dashboards, automated follow-ups, advanced analytics
Editor's Take
monday.com Sales CRM is a customizable platform designed to streamline sales processes, enhance team collaboration, and improve pipeline visibility. Its intuitive interface enables users to manage leads, track deals, and automate repetitive tasks with ease. The CRM integrates seamlessly with popular tools like Gmail, Slack, and HubSpot, ensuring a centralized workflow. Features like customizable dashboards, automated follow-ups, and advanced analytics help sales teams stay organized and focused on closing deals. With scalability in mind, monday.com caters to businesses of all sizes, offering flexible pricing plans and robust customer support. It’s an excellent choice for teams seeking efficiency and adaptability.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$7 per user per month billed annually
15 days
lead generation, sales pipeline management, workflow automation
Editor's Take
Zoho CRM is a flexible and comprehensive customer relationship management platform designed to help businesses manage and grow their customer relationships effectively. With tools for lead generation, sales pipeline management, workflow automation, and analytics, Zoho CRM is suitable for businesses of all sizes across a variety of industries.
Zoho CRM enables teams to streamline sales processes by capturing leads from multiple channels, tracking interactions, and managing every stage of the sales cycle. The platform offers customizable dashboards and reports, providing insights into sales performance and customer behaviors to help make data-driven decisions. With powerful automation features, Zoho CRM allows businesses to set up workflows for routine tasks like follow-ups, lead scoring, and email notifications, reducing manual work and enhancing productivity. The platform integrates with popular tools, including the Zoho suite, Microsoft 365, and G Suite, enabling a seamless connection across teams.
For businesses aiming to improve customer engagement, close deals faster, and enhance team collaboration, Zoho CRM delivers a scalable, user-friendly solution to drive sales and customer satisfaction.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
By quote
Yes
Lead Management, Contact Management, Workflow Automation
Editor's Take
Salesforce CRM is a leading customer relationship management platform known for its robust functionality, scalability, and extensive customization options, making it suitable for businesses of all sizes, from startups to large enterprises. Built to streamline sales, marketing, customer service, and analytics, Salesforce CRM empowers teams to manage customer interactions, optimize workflows, and drive growth from a single, cloud-based platform.
Salesforce CRM provides a complete view of customer data, enabling teams to track interactions, manage leads, and automate tasks throughout the sales pipeline. With powerful tools for reporting and analytics, Salesforce offers insights into sales performance, customer trends, and campaign effectiveness, allowing teams to make data-driven decisions. The platform’s automation capabilities reduce manual workloads with customizable workflows, automated follow-ups, and lead scoring, ensuring a smooth customer journey. Integrations with thousands of third-party applications, along with its own suite of services, make Salesforce a highly adaptable solution for businesses looking to connect their CRM with other tools.
For organizations focused on enhancing customer engagement, improving team efficiency, and scaling their operations, Salesforce CRM delivers a powerful and versatile solution tailored to support long-term business growth.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
How much does Apptivo cost
Apptivo: Top CRM Software
4.2 / 5
Lite Plan
- Price: $10 per user per month (billed annually)
- Includes basic CRM features
- Access to 1 app per user
- Email support
Premium Plan
- Price: $25 per user per month (billed annually)
- Access to 10 apps per user
- Workflow automation
- Advanced reporting and analytics
- Phone and email support
Ultimate Plan
- Price: $50 per user per month (billed annually)
- Unlimited app access
- Enhanced automation and integrations
- Dedicated account manager
- Priority support
Apptivo offers a free trial period, allowing potential users to test the software before choosing a paid plan.
What are the pros of Apptivo
- All-in-one platform integrating CRM, project management, invoicing, and helpdesk tools
- Highly adaptable workflows customizable without the need for coding
- Cloud-based access enabling remote work and collaboration across locations
- Automation of routine tasks like follow-ups and notifications to boost efficiency
- Comprehensive project management including task tracking and resource allocation
- Multi-currency and multi-language support for international business operations
What are the cons of Apptivo
- User interface is outdated and less intuitive, increasing the learning curve.
- Mobile app lacks key features compared to the desktop version.
- Customization options are limited and less flexible than competitors.
- Integration with third-party apps is restricted, requiring manual workarounds.
- Reporting tools are basic and do not support advanced analytics.
- Workflow automation is not robust or user-friendly for complex processes.
What are the core features of Apptivo
Apptivo: Top CRM Software
4.2 / 5
Apptivo offers a robust set of tools designed to streamline business operations by enhancing workflow customization, managing customer relationships, and optimizing sales processes. Its features support collaboration, data security, and productivity, making it a versatile choice for companies aiming to improve efficiency and control.
- Customization: Extensive options allow businesses to tailor workflows, fields, and layouts without needing coding skills, adapting the platform to specific needs.
- User, Role, and Access Management: Administrators can precisely control permissions and roles, safeguarding data by restricting access across departments and teams.
- Contact & Account Management: Centralizes detailed customer records, enabling tracking of relationships and communications for sales and support teams.
- Opportunity & Pipeline Management: Configurable sales pipelines help teams monitor deal progress and forecast revenue by visualizing various stages and tasks.
- Task / Activity Management: Facilitates scheduling and tracking of tasks, meetings, and follow-ups linked to contacts or deals, promoting accountability.
- Desktop Integration: Synchronizes with email clients and calendars, allowing seamless communication and scheduling without switching applications.
- Product & Price List Management: Maintains product catalogs and pricing, including discounts and promotions, integrated directly into sales workflows for efficient quoting.
- Quote & Order Management: Supports creation and approval of quotes and transforms them into orders smoothly, streamlining sales transactions and tracking.
- Customer Contract Management: Tools for storing, versioning, and monitoring contract terms ensure compliance and timely renewals.
- Email Marketing: Enables designing, scheduling, and sending targeted email campaigns with performance tracking through templates and metrics.
- Lead Management: Automates lead capture, scoring, and nurturing, helping sales prioritize and convert prospects more effectively.
- Case Management: Tracks customer support cases, allowing agents to log, prioritize, and resolve issues while maintaining communication history.
- Customer Support Portal: Provides a self-service portal where customers can submit tickets, check statuses, and access knowledge base articles.
- Reporting: Generates detailed reports on sales, marketing, and support with customizable filters and export options for monitoring key metrics.
- Dashboards: Visual displays of real-time key performance indicators help stakeholders track progress and identify trends quickly.
Benefits of using Apptivo
Apptivo delivers a versatile business management platform packed with features designed to address diverse organizational demands. Below is an overview of its key benefits, highlighting how it supports various business needs through integrated tools, flexible options, and robust support.
- All-in-One Business Platform: Apptivo merges CRM, project management, invoicing, procurement, and more into a single system, eliminating the hassle of juggling multiple software solutions. This consolidation streamlines workflows and enhances operational efficiency for companies of all sizes.
- Highly Customizable Workflows: The platform allows users to adapt modules, fields, and processes to fit their unique business requirements. This flexibility ensures that companies can tailor the software to mirror their internal operations without compromise.
- Cloud-Based Flexibility: With cloud hosting, Apptivo grants users the freedom to access their business tools from anywhere, supporting remote teams and mobile workforce demands seamlessly. This accessibility is crucial for businesses aiming for agility and continuous productivity.
- Competitive and Scalable Pricing: Apptivo offers an affordable entry point with a free tier suitable for startups, alongside scalable paid plans that grow with the business. This pricing structure makes it financially viable for small and medium enterprises seeking value without sacrificing capabilities.
- Comprehensive CRM Suite: The CRM component efficiently manages leads, contacts, and customer interactions, empowering sales teams to maintain organized pipelines and actionable insights. This can boost client relationship management and sales performance significantly.
- Robust Project and Financial Tools: Featuring task tracking, milestone management, invoice automation, and payment integration, Apptivo supports end-to-end project delivery and simplifies financial operations. These tools help teams collaborate better and reduce manual workload.
- Strong Security Measures: Apptivo employs industry-standard encryption and secure backups to protect sensitive business data. This focus on security reassures users that their information remains safe against breaches or loss.
- Extensive Integration Options: The platform connects smoothly with popular services like Google Workspace, Microsoft Office 365, QuickBooks, and Dropbox, enabling businesses to maintain consistent workflows across multiple tools without disruption.
- Intuitive User Experience and Support: Designed with ease of use in mind, Apptivo’s interface reduces the learning curve for new users. Additionally, its comprehensive support resources, including tutorials and responsive customer service, help users resolve issues quickly and effectively.
Our expert take on Apptivo
When I first explored Apptivo, what stood out was its broad functionality as a CRM and business management platform designed for small and medium-sized enterprises. The software’s all-in-one nature means I could manage everything from customer relationships to invoicing and project tasks in one place, which is a huge time saver compared to juggling separate tools. This versatility is a key reason I kept coming back to discussions around apptivo crm review and features.
Usability is another strong point for me. Apptivo offers a clean, straightforward interface that I found easy to customize without needing deep technical skills. This flexibility allowed me to adapt workflows to fit my company’s unique processes rather than forcing us into rigid CRM patterns. That kind of customization felt especially useful for businesses like mine that don’t follow standard templates.
Cost was definitely a factor when considering apptivo pricing and integrations. The plans are competitive, making the platform accessible for startups and growing companies without breaking the bank. What I appreciate is that this affordability doesn’t mean sacrificing essential features; it strikes a balance between functionality and budget, which many software options miss.
On the integration front, Apptivo connects well with major services like Google Workspace and QuickBooks, which streamlined my workflow considerably. But I did notice that if your company relies on a wider range of third-party tools, setting up additional integrations might require extra effort or might not be fully supported. This is something to weigh carefully depending on your tech environment.
Customer support impressed me as well. The availability of tutorials, active forums, and responsive support teams made troubleshooting and learning the platform smoother. For businesses without dedicated IT staff, this kind of support infrastructure is invaluable and can really boost how effectively you utilize the software.
Security-wise, Apptivo adheres to standard measures to protect data, which aligns with the expectations for small and medium enterprises. While it might not have cutting-edge security features, it covers the essentials to keep business information safe and compliant.
For those interested in how software solutions compare or want to explore other options, I found resources like examples of learning management systems helpful for broader context, even if they focus on different types of platforms. It’s useful to see how integrated systems operate across various industries and needs.
What business types use Apptivo
Apptivo’s adaptability serves a broad array of business types, each leveraging specific modules to streamline operations and improve efficiency.
- Small and medium-sized enterprises (SMEs): These companies benefit from Apptivo CRM for small businesses by using customizable apps to integrate sales, marketing, invoicing, and support, reducing reliance on multiple platforms.
- Professional services: Consulting, legal, and marketing firms utilize project management and time tracking to monitor billable hours and client communications, ensuring better client relationship management and timely service delivery.
- Retail businesses: E-commerce and direct sales retailers rely on Apptivo for inventory control, order tracking, and automated invoicing, gaining insights into customer buying patterns and managing stock efficiently.
- Manufacturing companies: These firms utilize order management and supplier tracking to coordinate procurement, production scheduling, and quality control, enhancing supply chain visibility and reducing delays.
- Nonprofit organizations: Apptivo supports donor management, event planning, and volunteer coordination, helping nonprofits track fundraising efforts and organize community activities effectively.
- Real estate agencies: Agents use CRM features to track leads and manage contracts, while document management and workflow automation simplify negotiations and closings, cutting administrative burdens.
- Education providers: Private training centers and tutors handle enrollment, course scheduling, and billing within a unified platform, easing administrative tasks. For those interested in further insights on educational software, the learning management systems for education ranking offers valuable comparisons.
- Healthcare providers: Small clinics and therapy practices leverage appointment scheduling, patient communication, and billing features to support their administrative workflows without the complexity of specialized electronic health record systems.
- Technology startups and software developers: These companies employ project management and help desk modules to track development cycles, software bugs, feature requests, and customer issues, supporting dynamic and fast-paced environments.
Best 5 alternatives to Apptivo
Zoho CRM
5 / 5
Zoho CRM offers extensive customization options that enable businesses to adapt fields, page layouts, workflows, and automation rules to their specific needs, thereby enhancing lead management and streamlining the sales process from initial contact to deal closure. Its comprehensive suite supports sales, marketing, and customer support through features like detailed reporting, analytics, and an intuitive interface that facilitates easy navigation. The platform integrates AI-powered tools such as the Zia assistant, which provides predictive sales insights and helps personalize customer interactions using real-time behavioral data. Moreover, Zoho CRM’s competitive pricing—including a free tier for smaller teams—and its mobile and third-party app integrations make it a versatile choice for organizations aiming to improve collaboration and decision-making across diverse work environments.
NetSuite CRM
5 / 5
NetSuite CRM delivers a comprehensive platform that consolidates customer information across multiple channels, granting teams instant access to up-to-date data on preferences, transactions, and interactions in one centralized hub. By automating routine sales, marketing, and service activities, it boosts operational efficiency and frees staff to concentrate on cultivating stronger customer relationships. Its cloud-based design facilitates seamless connectivity from any device, enabling collaboration among dispersed teams while providing real-time sales tracking and pipeline visibility to accelerate deal closures. Additionally, advanced forecasting and analytics tools harness historical and predictive data, empowering businesses to enhance decision-making and optimize resource management for sustained growth.
monday sales CRM
4.45 / 5
Monday Sales CRM stands out for its exceptional adaptability, allowing users to customize dashboards, columns, and sales workflows to perfectly suit their distinct business requirements. This level of flexibility is ideal for companies with unique processes or niche operations, enabling them to modify the platform effortlessly without needing advanced technical skills. Additionally, the CRM offers automation features that streamline repetitive tasks like follow-up reminders and status updates, thereby minimizing manual workload and lowering the chance of mistakes. Coupled with integrated communication tools and AI-powered capabilities for email composition and data analysis, monday ensures teams remain coordinated and equipped to make data-driven decisions.
HubSpot CRM
5 / 5
HubSpot CRM is a cloud-based customer relationship management platform designed to help businesses manage and analyze customer interactions throughout the sales and marketing lifecycle. It provides tools for contact and lead management, email tracking, pipeline management, marketing automation, and performance analytics. The system is known for its user-friendly interface and seamless integration with other HubSpot tools, making it particularly popular among small to medium-sized businesses. HubSpot CRM is available in a free version with basic features, while more advanced capabilities—such as sales forecasting, custom reporting, and AI-powered insights—are accessible through paid tiers. The platform emphasizes ease of use, scalability, and centralized data, enabling teams to align their sales, marketing, and customer service efforts more effectively.
Pipedrive
4.3 / 5
Pipedrive stands out as a versatile CRM solution designed to simplify and optimize sales workflows by automating routine tasks like lead distribution, follow-up scheduling, and deal tracking. Its high level of customization allows businesses to shape sales pipelines and data fields to suit their specific needs, accommodating a wide range of industries and company sizes. By consolidating customer information and communications through integrations with common email and calendar tools, Pipedrive enhances team collaboration and reduces the hassle of juggling multiple platforms. Furthermore, the platform’s clear visual pipeline offers sales teams an intuitive way to oversee deal progress and quickly spot any obstacles in the sales process.
Frequently Asked Questions about Apptivo
Apptivo functions entirely in the cloud, allowing users to access its suite of business applications from any internet-connected device, which ensures flexibility and remote accessibility.
Yes, Apptivo supports mobile usage through apps available on both iOS and Android, enabling business management on the move without sacrificing functionality.
The software integrates seamlessly with widely-used third-party tools such as Google Workspace, Microsoft Office 365, QuickBooks, and various payment gateways, streamlining workflows across different platforms.
Apptivo provides extensive customization options, including adjustable workflows, tailor-made fields, and customizable templates, allowing businesses to align the platform closely with their unique processes.
Customer support includes multiple channels like email, phone, and live chat. Additionally, users can access a comprehensive knowledge base and community forums for self-service assistance.
Prospective users can explore Apptivo through a free trial period. There is also a limited free tier available, which caters to very small businesses or startups with basic needs.
Security is managed with industry-standard protocols such as data encryption, secure data centers, and routine backups, ensuring the protection of sensitive business information.
While Apptivo maintains standard security measures, businesses in highly regulated sectors should verify if the platform meets their specific compliance standards before adoption.
The platform is built to grow alongside your business, offering scalable subscription plans and modular applications that can be added or expanded as operational needs evolve.
Apptivo features a modern, intuitive interface designed to reduce the learning curve, with dashboards and navigation tailored for ease of use by new and experienced users alike.
To accommodate global operations, Apptivo supports multiple languages and currencies, making it a viable option for businesses with international reach.
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