Apptivo is a cloud-based customer relationship management (CRM) solution that provides users with essential business apps to help them manage their customers better. Its features include contact management, project management, invoicing, and help desk. It costs $0-$25/user/month and is best for users who want to have major business operational functionalities in a centralized app.
Apptivo Pros & Cons
Has a free option and offers affordable pricing for the paid subscription plans
Mobile app not available on the free plan
Packed with essential business operational functionalities
No social media integration
Includes Help Desk tools to better manage customer concerns and feedback
No built-in telephone system
Who Apptivo Is Best For
- Micro-businesses or small businesses with little to no budget: Apptivo has a free plan that has a three-user allocation for small organizations that need essential customer relationship management (CRM) tools for their customer servicing needs but do not have budget allocation to invest on a recurring paid plan.
- Businesses in the field service industry: Apptivo is ideal for the use of businesses in the utility, energy, manufacturing, construction, and contractor industries, as well as companies selling technical products. This is because of the platform’s robust project management tools and related features, like project-based billing, time tracking, field work order generation, and employee dispatch.
Apptivo pricing has a free subscription and three paid plans: Premium ($10/user/month), Ultimate ($25/user/month), and Enterprise (customized). The main differences between the plans are the storage space and mass email allocations, as well as access to advanced features such as marketing automation, campaign management, sales pipelines, and custom branding.
Looking for a free, easy-to-use CRM? Try Freshsales.
*Annual plans are paid in full at the start of the billing cycle.
Apptivo’s four subscription plans are designed to cater to various kinds of users, giving them the option to choose which one best fits the size and requirements of their business. They can also opt to subscribe to the free plan to evaluate the performance of the software before paying for a subscription.
This is the free plan that has an allocation for up to three users. It has core customer relationship management (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 users need help or have questions, it comes with chat and email support.
The Premium plan builds on the free plan. It includes additional features like workflows, email integration, and multiple pipeline creation. Users 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, users are able to access their CRM from their mobile device. Users are also entitled to get phone, chat, and email support.
The Ultimate plan expands and builds on the Premium plan and includes features like territory management. With this plan, users 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, users get 24/7 email and live chat support and 24/5 phone support.
This plan has custom pricing and other customized features, like an agreed-upon service level agreement (SLA) for support. It also offers professional services, including a dedicated account manager, the ability to brand the Apptivo platform with the user’s logo and branding, increased storage per user (from 10GB to 15GB), and increased bulk emails (from 3,000 to 5,000).
Apptivo Alternatives 2020
B2B businesses that need a customizable, robust, and competitively priced CRM with built-in phone
Small businesses that want a CRM with enterprise-class sales and support features
Businesses that want a free, no-frills CRM with basic features and unlimited users
Teams that want a user-friendly and visual pipeline to manage sales
Organizations seeking free lead and management software with integrated reporting
Businesses looking for a robust CRM with a top-notch mobile app
Apptivo provides users with an extensive set of CRM tools to help them manage their customer relationships better and continuously grow their business. Below are its key features.
CRM, Lead & Contact Management
Apptivo has a CRM with lead and contact management features that allow users to manage leads and customer relationships. Some of these features include a web-to-lead form that allows users to capture leads from their website visitors. There’s also an email-to-lead feature that lets users turn prospect emails into leads.
Other features include a sales planning app that allows users to establish goals and manage quotas for their sales team.
Apptivo’s project management tool includes a Gantt chart that allows users to visually monitor project progress and task management to track individual tasks. Also included are project news feeds, budgeting, and time sheets, giving users a centralized location to monitor and manage all the aspects of their running projects.
Invoicing allows users to create their own invoices with their company’s logo and branding. It can even accept payments from customers and suppliers with integrations from providers like PayPal, Stripe, and Authorize.net. The invoicing features also allow them to send reminders and other payment communications to their customers.
Apptivo’s help desk features allow users to manage support for their customers with a case management system that allows users to automatically create cases from emails. They can also issue and manage tickets and track open and closed tickets from the platform. In addition, there are tools to help them track and manage service level agreements to ensure users meet or exceed their customers’ service level expectations.
Which CRM Provider Is Best for You?
Most Helpful Apptivo Reviews
Most Apptivo reviews found online are positive. Users highlighted the usefulness of some of its tools, particularly email automation and integration, as well as project management. They also commended its reliable customer support. One concern raised by a user is the faulty calendar integration, which is supposed to be one of the most important functionalities a CRM software should have.
Efficient project management & email integration functionalities
“I like how detailed the information is from most places, including call records, projects, and tasks. The email integration is excellent. A challenge that I had that Apptivo solved for me was how to keep all emails related to a particular project or opportunity in one place. Apptivo does a good job of assigning codes (or project numbers) and allows you to select whether the email you are writing is related or not. If you are writing emails using some other application (desktop app or cloud-based), you can use the same code in the subject line and Apptivo will extract that email in the application and associate it with the relevant modules (project, client, case, and so on) automatically.”
— Marlin Mosquera
Calendar syncing & integration does not work well
“The calendar sync feature does not work at all with Google’s calendar, however. I have spent countless hours trying to work with the engineering team, but it just doesn’t work. My calendar is THE MOST important part of my business, since I charge for my time. The number of problems with this function are too many to list here. I gave up and turned off the function completely. At this point, I doubt I will ever use it.”
— Marlin Mosquera
Apptivo Frequently Asked Questions (FAQs)
Can Apptivo users import existing leads into the platform?
Yes. There is a leads panel in the Apptivo platform where users can import leads and contacts by uploading a comma-separated values 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 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.
What forms of payment does Apptivo accept?
Users can pay via Visa, Mastercard, and PayPal. Plan upgrades and downgrades can be done anytime as well.
Is there an account cancellation fee?
No. There is no cancellation fee for monthly Apptivo plans. Users can downgrade to the Starter plan or cancel at any time. However, annual plans are non-refundable.
Our Top CRM Provider Picks
If you aren’t sure if Apptivo is right for you, this article on the 10 Best CRMs for Small Business is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features, integrations, reporting, and ease of use.