Apptivo is a customer relationship management (CRM) software that provides business owners with a simple and straightforward system to manage customers and streamline sales processes. It offers industry-specific CRM solutions to businesses engaged in travel and hospitality, real estate, retail, and manufacturing sectors. It is best for businesses that want a free or affordable feature-rich CRM system.
Who Apptivo Is Best For
- Businesses that require excellent territory management tools: Apptivo’s territory management feature lets users create territory segments for customers, helping them determine which territories bring in the most and least revenue. This makes it one of our top choices for the best territory management software.
- Small businesses that need a free CRM: While Apptivo’s free version is limited to one user, it offers fundamental features like lead and deal management. It also provides access to other apps within the Apptivo ecosystem like marketing and product management tools. These features make Apptivo one of our top choices for the best free CRM software.
- Teams that need robust but affordable email marketing tools: Apptivo features tools for creating email templates, scheduling emails, and mass emailing. It also enables users to track the performance of their email campaigns by measuring open and click rates. However, it is worth noting that there are more powerful options for email marketing if you are less budget-conscious. You can check out our recommendations on the best CRM software for email marketing should you want to explore more options.
Who Apptivo Is Not a Good Fit For
- Teams that need a free CRM system with multiple users: While its free plan offers fundamental features, its main drawback is its one-user limit. This makes Apptivo not ideal for small teams that need multiple account access to their CRM. Those who want free CRMs with unlimited user allocation can consider Freshsales or Bitrix24.
- Teams that require many third-party integrations: Apptivo’s native integrations are limited to 25 apps, including office tools, accounting, and project management software. Users who need more extensive CRM integrations can consider other providers like Salesforce or HubSpot CRM.
|Excellent customer support||Free plan is limited to one user|
|Can be used right after setup||No mobile app for its free version|
|Has specialized solutions for industries, such as hospitality and real estate||Overall interface looks outdated|
|System customizations require technical expertise|
Apptivo offers a free plan with one user allocation. It has four paid plans that start at $10 per user, per month, when billed monthly or $8 per user, per month, when billed annually. Its paid plans include essential CRM features, such as deal and opportunity management, multiple sales pipelines, workflows, and standard reporting.
Solo entrepreneurs who need basic contact and lead management tools
Small to medium businesses that need reliable reporting tools
Medium-sized businesses that require robust email marketing features
Big companies that need to manage huge amounts of workflows
Enterprise-level businesses that need excellent analytics tools
$10 per user, per month
$15 per user per month
$25 per user, per month
$8 per user, per month
$12 per user per month
$20 per user, per month
Multiple Sales Pipeline
1,000 emails per month
3,000 emails per month
5,000 emails per month
500MB per user
1GB per user
3GB per user
10GB per user
15GB per user
For more information on Apptivo’s subscription options, select a plan from the drop-down menu below:
The Starter plan is Apptivo’s free plan that has fundamental CRM features, including lead and contact management, tasks, data backup and export, and standard reports. It offers an in-app storage allocation of 500MB per user.
The Lite plan offers everything under the Starter plan, plus other functionalities, including deal and opportunity management, multiple sales pipelines, and 25 workflows. It offers email marketing tools, such as an email template builder, as well as open and click-tracking tools. Its reporting and analytics features include a performance dashboard and win and loss analysis. Its in-app storage is 1GB per user.
The Premium plan includes everything under the Lite plan, plus other advanced features like 75 workflows, campaign management, and marketing automation. It allows users to schedule emails and send up to 1,000 emails per month. Its in-app storage allocation is 3GB per user.
On top of the features covered in the Premium plan, the Ultimate plan offers additional features, including email sequencing, notification builder, short message service (SMS) feature, and configure, price and quote (CPQ). It has 150 workflows, 3,000 emails per month, and 10GB per user in-app storage allocation.
The Enterprise plan is Apptivo’s customized plan for enterprise-level companies. It includes the same features as the Ultimate plan, and differences are mostly on the allocation limit of its features. These include 300 workflows, 5,000 emails, and 15GB storage allocation per user. Additions to this plan include having a dedicated account manager and a white labeling feature.
All users subscribed to paid plans have the option to purchase 60-minute training sessions on how to use some of its features for $125. These include contact management, opportunity management, campaigns, and CPQ.
Apptivo provides tools fundamental to managing and nurturing customer relationships. These include tools to track leads and deals, monitor pipelines, and analyze sales. Below are some general and standout features we like best from Apptivo.
- Lead Management
- Contact Management
- Opportunity Management
- Sales Pipelines
- Email Marketing
- Campaign Management
- Reporting and Analytics
One of Apptivo’s key features is that it offers industry-specific solutions. It provides tools and features specifically helpful to travel and hospitality, real estate, retail, manufacturing, nonprofits, and energy sectors. For these industries, Apptivo has customized templates for work orders, contracts, and territory management. Its native third-party software integrations let you sync your accounts with other software including, project management, office tools, and accounting.
Below is a breakdown of some of the other features Apptivo offers:
Apptivo’s lead management feature lets you easily capture leads from various sources, such as campaigns, call logs, emails, and web forms. It enables you to assign leads to the most suitable salesperson based on territory, source of lead, and business industry.
Apptivo’s email marketing feature lets you run email campaigns within the platform. It provides tools like an email template builder or ready-made email templates that you can choose from. It also has extensive email performance reporting, with open and click rate reports, bounced emails, and the number of recipients engaged with your emails.
Apptivo’s territory management feature lets sales managers create territory segments for customers and contacts based on their workplace, categorized by county, state, and city. It helps businesses track their overall sales and determine which territories bring in the most and least revenue.
Apptivo’s project management tool includes various functions, such as task management, timesheet tracking, and project tracking. Its task management feature lets you use Gantt charts for timeline tracking or traditional task listing in a table, while its timesheet tracking feature includes a work log of tasks and records of billable tasks. It also has a project tracking feature that lets you manage unlimited projects and access a timesheet-to-invoice conversion tool.
Apptivo has native integration capabilities with many third-party applications, giving you the ability to synchronize your customer data into the platform, launch email marketing campaigns, and perform accounting-related tasks. It integrates with various apps that include project management, document management, accounting, payment management, and social media.
Some of the most popular integrations include:
- Google Workspace
- Microsoft 360
- Facebook Ads
Apptivo provides varying levels of customer support, depending on the support channel and plan chosen. Support is available through email for all plans, while live chat, phone, and training support are only available in the paid plans. Users can also refer to the knowledge base resources to answer their questions.
Below are the available customer support offerings for each plan:
Depends on SLA
Depends on SLA
Live Chat Support
Depends on SLA
Depends on SLA
Ease of Use
Apptivo has an intuitive interface, making it ideal for novice users. Most customer reviews also say it is easy to navigate and can be used immediately after signing up.
If Apptivo doesn’t meet your business needs, below are some alternatives that you can consider:
Users who need free CRM with excellent email marketing automation tools
Companies that need visual representations of their sales pipelines
Businesses that want an affordable CRM with excellent analytics tools
Offers a free plan while paid plans start at $45 per month for a minimum of two users
Starts at $12.50 per user, per month
Offers a free plan, while paid plans start at $14 per user, per month
You can also check out our article on the best CRM for small businesses for more options.
What Users Think of Apptivo
Overall, Apptivo has positive reviews. Certain features users highlighted include its simple interface that’s easy to navigate. Many users also commended its excellent customer support. Areas that it needs to make up for include the occasional spottiness of its email integration feature as well as the need for technical support when making customizations in the system.
At the time of this publication, Apptivo had the following review scores from popular user review sites:
- G2: 4.3 out of 5 based on 120 reviews
- Capterra: 4.4 out of 5 based on 567 reviews
- GetApp: 4.4 out of 5 based on 567 reviews
Apptivo is a user-friendly CRM that offers industry-specific features and lets you manage your customers and streamline your sales processes. For solo entrepreneurs who need reliable lead and deal management tools, its free version is suitable. However, if you’re scaling your business and need advanced CRM tools, such as sales and marketing automation, we recommend considering Apptivo’s paid versions.