Apptivo
CRM software
Help desk software
Field service management software
Billing software
Project management software
Time tracking software
Accounting & finance software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$15 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Construction
- Agriculture, fishing, and forestry
- Professional services (engineering, legal, consulting, etc.)
What is Apptivo
Apptivo is a cloud-based suite of business applications centered on CRM, with additional modules for projects, invoicing, help desk, and basic accounting workflows. It is used by small to mid-sized organizations that want sales pipeline management alongside operational apps in a single platform. The product is organized as a set of configurable apps that can be enabled as needed, rather than a single monolithic CRM. It also provides mobile access and integrations to connect with common business tools.
Modular app-based platform
Apptivo structures functionality as separate apps (for example CRM, Projects, Invoices, Help Desk), which lets teams deploy only what they need. This can reduce the need to purchase multiple point solutions for adjacent workflows. The approach also supports incremental rollout across departments. It is a practical fit for organizations that want CRM plus back-office processes in one system.
Broad SMB business coverage
Beyond core CRM, Apptivo includes capabilities for quoting/invoicing, project tracking, ticketing, and time-related workflows. This breadth supports end-to-end processes such as lead-to-cash and service-to-billing without extensive third-party add-ons. For SMBs, this can simplify vendor management and data handoffs. It can also standardize customer records across sales and service teams.
Customization and workflow options
Apptivo provides configuration options such as custom fields, layouts, and process automation to adapt the system to different sales and service processes. This helps teams model pipelines, service requests, and project steps without building a custom application from scratch. It supports role-based access controls to align with internal responsibilities. These capabilities are useful when compared with simpler pipeline-only CRMs that have fewer operational modules.
Depth varies by module
Because Apptivo spans many functional areas, some modules may not match the depth of specialized tools in each category. Organizations with complex requirements in areas like advanced service management, enterprise CPQ, or sophisticated financial accounting may need additional systems. This can introduce integration and reporting complexity. Fit typically depends on how far beyond standard SMB workflows the organization operates.
Reporting can require setup
Cross-app reporting and dashboards often require thoughtful configuration to align data models across CRM, projects, and billing. Teams may need time to define consistent fields, statuses, and ownership rules to get reliable metrics. Without governance, reporting can become fragmented across apps. This is a common challenge for multi-module suites compared with single-purpose CRMs.
Implementation and admin overhead
The flexibility of enabling many apps can increase administrative effort for permissions, workflows, and data hygiene. Smaller teams without a dedicated admin may find initial setup and ongoing maintenance time-consuming. Migrating data from multiple legacy tools can also require planning and validation. Organizations should budget time for process design and user training to avoid inconsistent usage.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Lite | $20 per user/month (billed monthly)\n$15 per user/month (billed annually) | 18 Apps; 100 custom fields per app; 25 workflows; 8 dashboards; 1GB/user storage; 1,000 emails/user/month; 24x7 support |
| Premium | $30 per user/month (billed monthly)\n$25 per user/month (billed annually) | 46 Apps; 250 custom fields per app; 75 workflows; 25 dashboards; 3GB/user storage; 3,000 emails/user/month; 24x7 support |
| Ultimate | $50 per user/month (billed monthly)\n$40 per user/month (billed annually) | 57 Apps; 350 custom fields per app; 150 workflows; 50 dashboards; 10GB/user storage; 5,000 emails/user/month; 24x7 support |
| Enterprise | Custom pricing (Contact Sales) | 65 Apps; 500 custom fields per app; 300 workflows; 100 dashboards; Custom integrations; SLA + Account Manager; dedicated support |
Seller details
Apptivo Inc.
Fremont, CA, USA
2009
Private
https://www.apptivo.com/
https://x.com/apptivo
https://www.linkedin.com/company/apptivo/
