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Reviews onPeerSpot
1 review trackedThe Bottom Line
Entry price
Free plan available, paid tiers above
Biggest pro
Extremely customizable without requiring any coding knowledge
Biggest con
Interface feels dated compared to modern CRM competitors
TL;DR - Apptivo
- 65+ integrated business apps covering CRM, invoicing, help desk, projects, and field service
- Deeply customizable platform used by 200,000+ companies in 194 countries
- Free starter plan; paid plans from $15/user/month billed annually
Pricing: Free plan available
Best for: Growing teams
What is Apptivo?
Apptivo is an integrated cloud business management platform offering 65+ interconnected applications covering CRM, project management, invoicing, help desk, field service, and marketing campaigns. Designed for small to mid-size businesses, it provides a modular approach where teams start with the apps they need and expand as they grow. The platform serves over 200,000 companies in 194 countries and is SSAE18 SOC2 Type II certified. Apptivo is known for deep customization-users can tailor fields, workflows, and layouts without any coding.
Available on: Web
Pros & Cons
Pros
- Extremely customizable without requiring any coding knowledge
- Modular design lets you start small and add apps as the business grows
- Very competitive pricing compared to Salesforce or HubSpot for similar features
- Serves 200,000+ companies with strong global support coverage
- SOC2 Type II certified for enterprise-grade security
- Free starter plan available for solo users
Cons
- Interface feels dated compared to modern CRM competitors
- Learning curve increases significantly as more apps are activated
- Reporting and analytics are basic compared to dedicated BI tools
- Third-party marketplace integrations are limited versus Salesforce or HubSpot
- Customer support response times can be slow on lower-tier plans
Ratings Across the Web
4.5(1 reviews)
Ratings aggregated from independent review platforms. Learn more
Key Features
Sales CRM with pipeline management, lead scoring, and territory mappingInvoicing and billing with recurring payments and online payment acceptanceProject management with Gantt charts, tasks, and time trackingHelp desk ticketing with SLA management and knowledge baseMarketing campaigns with email templates and automationField service management with mobile workforce tracking65+ integrated business apps in a single platformCustom fields, layouts, and workflows without codingAPI access and integrations with Google Workspace, Office 365, Stripe, and PayPalMobile apps for iOS and Android with full CRM functionality
Pricing
Freemium
Apptivo offers a generous free tier with optional paid upgrades for advanced features.
Reviews
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Apptivo FAQ
How does Apptivo support businesses in managing customer relationships?
Apptivo includes comprehensive CRM capabilities as part of its integrated suite. It allows businesses to manage customer interactions, track sales processes, and organize client data within a single platform. This helps streamline communication and improve customer engagement across various business functions.
Which teams would benefit most from using Apptivo?
Apptivo is best suited for small to mid-size businesses that need an integrated platform for various departments. Teams involved in sales, project management, customer support, and marketing can all utilize its interconnected applications. Its modular design allows different teams to adopt the specific tools they require.
How does Apptivo's customization compare to a competitor like Salesforce?
Apptivo offers deep customization capabilities, allowing users to tailor fields, workflows, and layouts without any coding. While Salesforce also provides extensive customization, Apptivo is noted for making advanced tailoring accessible without programming knowledge. This can be a significant advantage for businesses without dedicated development resources.
Does Apptivo include a free tier?
Yes, Apptivo offers a free starter plan, which is available for solo users. For businesses requiring more extensive features and higher usage, paid plans are available. This allows users to begin with the platform at no cost and scale up as their needs evolve.
What kind of trade-offs should users consider when choosing Apptivo?
Users should be aware that Apptivo's interface may appear dated compared to some modern CRM competitors. Additionally, while powerful, activating more applications can lead to a steeper learning curve. Its reporting and analytics are also more basic than dedicated business intelligence tools.
How does Apptivo's modular design benefit growing businesses?
Apptivo's modular design allows businesses to start with only the applications they currently need, such as CRM or project management. As the business expands, they can seamlessly add more of the 65+ interconnected applications. This approach provides flexibility and ensures the platform scales with the company's evolving requirements.
Can Apptivo be tailored to specific business processes without coding expertise?
Yes, Apptivo is designed for extensive customization without requiring any coding knowledge. Users can easily tailor fields, workflows, and layouts to match their unique business processes. This no-code approach makes it accessible for businesses to adapt the platform to their specific operational needs.
Source: apptivo.com