Apptivo is a cloud-based customer relationship management (CRM) solution that provides users with business apps to help them manage their customers better. Its features include lead management, project management, sales planning, and more. In this article, we cover Apptivo reviews and pricing. Ready to get started? Sign up for free.
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Apptivo Pricing and Plans
Apptivo pricing has a free subscription and three paid plans. When billed monthly, the Premium Plan costs $10 per user, and the Ultimate Plan costs $25 per user. The main differences between the plans are the amount of storage space, mass emails, and access to advanced features such as marketing automation, campaign management, multiple sales pipelines, custom branding, and more.
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*The annual plans are paid in full at the start of the billing cycle.
This is the free plan that includes up to three users. It has core CRM functionality like lead management, contact management, opportunity management, standard CRM reporting, and sales management. It also provides customer support features like a help desk and customer portal. Project management features included with the free plan are time tracking, project billing, and reporting. If you need help or have questions, it comes with chat and email support.
The Starter plan is great for entrepreneurs that need to manage most of their business functions in one place. It’s also great for business owners wanting to manage their entire customer life cycles within one platform to have access to all customer data so that you can create better customer experiences. This plan is also ideal if you don’t need phone support as this plan comes with 24/7 live chat support and 8/5 email support.
The Premium plan builds on the free plan and starts at only $8 per month per user. It includes additional features like workflows, email integration, and multiple pipeline creation. You can also customize reports and dashboards. This plan also includes filters, the ability to add and share files, and bulk email campaigns. With this tier, you’re able to access your CRM from your mobile device. You also get phone, chat, and email support.
Entrepreneurs who need workflows to make their routine tasks more efficient and want to customize their dashboards with reports specific to their needs are ideal for this tier. Business owners working from the field like those in construction would also appreciate this tier as you can access your data via mobile app. Those doing outreach via email that they want to scale would also be perfect for this plan.
The Ultimate plan expands and builds on the Premium plan and includes features like territory management. With this plan, you can also send more bulk emails, with the limits increasing from 1,000 to 3,000. File storage also expands with this plan from 3GB to 10GB per user. Along with all of these additional features, you get 24/7 email and live chat support and 24/5 phone support. The price is still affordable at $20 per month, per user.
This plan is ideal for entrepreneurs needing to segment their teams into territories. It’s also suitable for those who are expanding their email marketing efforts and need to send more bulk emails. Business owners needing more file storage would also benefit from this plan. If you’re looking for expanded phone support hours, this plan is for you.
This plan has custom pricing and other customized features like an agreed-upon service level agreement (SLA) for support, offers professional services including a dedicated account manager, the ability to brand your Apptivo platform with your logo and branding, storage per user increases from 10GB to 15GB and bulk emails increases from 3,000 to 5,000.
The Enterprise plan is great for enterprise-level businesses wanting a more customized experience and higher levels of support. If your business has scaled its marketing efforts and is ready to take this function and customization to another level, this is an excellent plan for you.
Apptivo Pros and Cons
There are many advantages to using Apptivo. A huge advantage is its price points. It offers a free plan for up to three users, and it includes 24/7 live chat support. Paid plans are affordable from $8 per month, per user, to $20 per month, per user. Another advantage is that it’s an all-in-one platform that allows you to complete a variety of business functions and also allows people across your organization to access customer data from throughout their journey.
One disadvantage of Apptivo is that the free plan doesn’t allow you to access its features from its mobile app. If you need mobile access to your data or if you need to perform a function, you’ll need to upgrade to a paid plan which starts at $8 per month, per user. Another disadvantage is that it doesn’t include a built-in phone. Many of Apptivo’s all-in-one competitors have built-in telephony while Apptivo integrates with third-party phone providers.
Apptivo Ease of Use
Apptivo is easy to use and offers great support. You need little to no technical skills to use this CRM and its key features.
Apptivo Customer Support
Customer support is great with Apptivo because it offers support through three main channels. Depending on the plan you select, support options include live chat, email, and phone. The free plan doesn’t include phone support, but the paid plans offer different levels of phone support.
CRM, Lead, & Contact Management
Apptivo has a CRM with lead and contact management features that allow you to manage leads and customer relationships. Some of these features include a web to lead form that allows you to capture leads from your website visitors. There’s also an email to lead feature that lets you turn prospect emails into leads. Other features include a sales planning app that allows you to establish goals and manage quotas for you and your sales team.
Project management is also a feature within the Apptivo platform. Once your prospects have become customers, you can continue the relationship and keep all the data you’ve captured while going into your project. Project-specific features include a Gantt chart that allows you to visually track project progress and task management to track individual tasks. Also included are project news feeds, project billing, and timesheets.
Invoicing is another feature Apptivo has. It allows you to create your own invoices with your company’s logo and branding. You can even accept payments from customers and suppliers with integrations from providers like PayPal, Stripe, and Authorize.net. The invoicing features also allow you to send reminders and other payment communications to your customers.
Apptivo’s help desk features allow you to manage support for your customers with a case management system that allows you to create cases from emails automatically. You can also issue and manage tickets and track open and closed tickets from the platform. There are also tools to help you track and manage SLAs to ensure you meet or exceed your customers’ service level expectations.
Top Apptivo Alternatives
Small businesses that want a CRM with enterprise-class sales and support features
B2B businesses that need a customizable, robust, and competitively priced CRM with built-in phone
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Here is a list of some of Apptivo’s popular integrations:
- Google Drive
- Google Forms
Overall, Apptivo customers like this platform. They like the level of customer support and the fact that you can perform so many business functions within the platform. A few user dislikes include taking a while to implement suggested customer changes or enhancements to the platform, integrations not working as smoothly as they could, and occasional glitches in the system.
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Can Apptivo Users Import Existing Leads Into the Platform?
There is a leads panel in the Apptivo platform where users can import leads and contacts by uploading a comma-separated values (CSV) file containing their information. This panel can also be used to monitor past and current imports.
How Can Apptivo Help Its Users Plan Their Sales Campaigns?
Apptivo has a sales planning app dedicated to enabling users to plan out their campaigns. With this feature, users can configure quotas for the organization, teams, and individuals. They can also use this feature to schedule the implementation of these quotas.
Is Apptivo right for you?
Apptivo is great for mobile entrepreneurs as it has a mobile app that allows you to access your data while you’re out in the field. It’s also ideal if you’re in fields like construction or contract work because of its project management features and related features like project-based billing and time tracking. If you’re an entrepreneur who wants to manage their business from anywhere and wants one platform to perform most critical functions, Apptivo would be a terrific fit.