Apptivo CRM Review: Features, Prices, and Alternatives!

About Apptivo CRM

Initially launched in 2009, Apptivo’s mission was to be an affordable and easy-to-use solution for small businesses. This comes from Apptivo’s goal and belief that small businesses are the engine for economic growth. Today, more than 150 thousand businesses in 194 countries are relying on Apptivo for their CRM software, project management, invoicing, and communication needs.

Apptivo offers highly customizable apps that businesses can use to enjoy enhanced communication with their clients. This CRM solution was designed to be intuitive and easy to use. It allows its users to 100% integrate Apptivo apps from a seamless solution. This CRM features more than 50 business apps that cover CRM, project management, supply chain, and finance. Moreover, Apptivo offers 24/7 phone, chat, and email communications for enterprise clients. Their desktop and mobile apps are compatible with iOS, Android, Mac App Store, and Windows Store.

Apptivo supports various business industries including Travel & Hospitality, Real Estate, Retail & Wholesale, Manufacturing, Non-Profit & NGO, and Utility & Energy.
 

Apptivo CRM Key Features and Solutions

Apptivo CRM is full of features that can help your small business prosper and grow. It offers various solutions that will enhance your customer communications, convert your leads into contacts, and track your sales.

The following are some, but not all, of the features that Apptivo CRM offers:

• Accounting
• Activity management
• Auto-responders
• Automatic reminders
• Case Management
• CRM & Sales Dashboards
• Calendar sync with Google
• Configurable workflow
• CRM & Sales Reports
• Customer Support
• Document Management
• Email Integration
• Email Marketing / SMS Marketing
• Inventory Management
• Marketing Automation
• Project Management
• Supplier and Purchase Order
• Sales tracking
   

As for their business solutions, these are the main solutions that Apptivo CRM offers:

Lead Capture

This leads solution by Apptivo CRM will help you capture new leads all the time through the following:

Web-to-lead form

You can embed forms in your website and automatically generate leads when prospects provide their contact information.
 

Email to lead

You can automatically create leads and save time and money when people email for a specific object.
 

CSV import

You can save plenty of time by importing leads in bulk using CSV import.
 

Manual entry

You can create leads manually by entering primary and additional information while you’re on a call, marketing campaign, and more.
 

Customize Apps

This solution will help you customize your apps the way you see fit for your business through the following features and options:

Create or remove fields

You can customize the master layout of the app by creating or removing fields where you need them to be or don’t need them to be. This way, only the important fields will show, and anything unnecessary will not show.
 

Secure sections of fields

You can also protect your custom fields by allowing only your team members to view them, or you can allow no one to view them by restricting access to these fields.
 

Advanced searches

Apptivo CRM allows you to perform highly customized searches through your CRM data and save each search as a custom report.

Create custom views

Apptivo CRM enables you to create your own view so you can view and filter out the information from the clutter.
 

Conversion

With this solution, you get to turn leads into sales and customers. Here are the available features that Apptivo CRM allows you to do that through:

Lead conversion

First, you can easily convert leads directly to contacts, customers, or opportunities using Apptivo CRM.
 

Contact to customer

After you convert your leads to contacts, Apptivo allows you to convert your contacts directly to customers with just a click of a button.
 

Conversion of an opportunity

Once you get a customer, you can convert your opportunity to order, estimate, invoice, or project, all while using Apptivo CRM.
 

G Suite Integration

Apptivo CRM provides you with a G Suite Integration solution to help you connect with others, create documents, access cloud storage, and provide security for data and devices.
 

Contact sharing

You get to save time with Apptivo CRM by automatically sharing and syncing your business contact info such as phone, email, and more between Apptivo and Google accounts.
 

Customer sharing

Apptivo CRM allows you to save time by automatically sharing and syncing your business customer info such as phone, email, and other contact info between Apptivo and Google accounts.
 

Calendar and task sync

Use Apptivo to sync your appointments and tasks between your Google and Apptivo accounts and never miss a thing.
 

Google Drive integration

Another great option that Apptivo offers is the Google Drive integration which allows you to add Google Docs to any contact, customer, or project in Apptivo by syncing your Google Drive and Apptivo Documents app.
 

Sales Tracking

You can also monitor and analyze all the various parts of your sales process so you can make them better and more effective. This includes how your deals are flowing through the pipeline, sales cycle length, win rate, and how many leads are being followed up. The following are some of the tools that can enable you to do that:
 

Performance dashboard

You get to monitor and analyze your team and individual sales executive’s performance at ease with Apptivo.
 

Win/loss analysis

Apptivo also allows you to track your sales activity using the Win/Loss analysis report. Moreover, you can find the top stages from where win/loss occurs, top winning employees, who contribute less, loss reasons, etc.
 

Sales planning app

With the sales planning app, you can plan your company’s sales and strategies by configuring organization quota, individual employee quota, teams’ quota, and many more.
 

Territory management app

You can use this territory management app to define territory rules, and group leads based on a defined set of criteria based on geography, size, zip codes, etc.
 

Apptivo CRM Plans and Prices

Apptivo offers you five different plans, one for free and four others for prices that get higher the more features they include. There is a 30-day free trial available for all plans, so you can try the services before making any commitments. The following is a summary of each plan’s features, price, and integration suite.

Starter: $0/user/month

This is the freemium plan that Apptivo offers; you don’t get charged anything for it, and you get to enjoy a few great features, including:

• One user allowed
• Cloud-based
• It comes with eight apps
• Lead list management
• Contact management
• Task, appointments, and notes
• Filters
• 500MB file storage per account
• Data backup
• Data export
• Standard reports
   

As for customer support, the following features are available for the Starter plan:

• Email support
• Knowledge base
• How-to videos
• Webinars
   

Lite: $10/user/month or $8/user/year

This plan by Apptivo is best suitable for small sales teams to manage deals and send quotes. It includes all the features mentioned in the Starter plan, in addition to more advanced features, like:

• It comes with 18 apps
• Product catalog
• Deal/opportunity management
• Notifications
• Clone records
• Adding and sharing files
• Multiple sales pipeline
• Webform to lead
• Custom fields mapping
• 15 sales stage automation
• 100 customer fields per app
• 25 triggers per account (workflow)
• 25 custom views
• 25 summary dashboards
• 2-way email sync
• Email integration via IMAP
• Email templates
• Email open and click tracking
• Referral tracking
• 1GB/user file storage
• Data import
• Migration from other CRMs
• Multiple firm access
• Field-based security
• Role-based security
• Five custom reports
• Eight custom charts/dashboards
   

As for customer support, this plan comes with all the support options included in the Starter plan, in addition to:

• 24/7 email support
• 24/5 phone support
• 24/7 live chat support
• Training support
   

This plan can also be integrated with multiple apps, including:

• 3,000 API calls/user/day
• G Suite
• Google Tasks
• Google Calendar
• Google Docs
• Office 365
• OneDrive
• Sign.co
• Dropbox
• RingCentral
• Asterisk
• United Parcel Service
• Custom Integration
   

Premium: $15/user/month or $12/user/year

This plan is best suitable for fast-growing teams that need an all-in-one CRM. It includes all the features that are in the Lite plan in addition to features like:

• It allows 46 apps
• Two-factor authentication
• Relationships
• Items ecommerce
• 30 sales stage automation
• 250 custom fields per app
• 75 trigger per account (workflow)
• 100 custom views
• 100 summary dashboards
• 1000 mass emails/user/month
• Campaign management
• Marketing automation
• Email scheduling
• 3GB/user file storage
• 25 custom reports
• 25 custom charts/dashboards
• 10 schedule reports
   

For customer support for users of this plan, users get the same support options included in the Lite plan. However, for the app integrations, this plan allows all the apps that can be integrated with the Lite plan, in addition to:

• 5,000 API calls/user/day
• PayPal
• Stripe
• Authorize.Net
• Zipmark
• Slack
• Bank Accounts
• Fuze
• Canda Posts
   

Ultimate: $25/user/month or $20/user/month

This plan is best suitable for large teams that need automation and integrations. It includes all the features that are in the Premium plan, in addition to more advanced features, including:

• 57 allowed apps
• Email sequence
• Notification builder
• SMS feature
• CPQ – bills of material
• Custom applications
• 50 sales stage automation
• 350 custom fields per app
• 150 triggers per account (workflow)
• 200 custom views
• 200 summary dashboards
• 3000 mass emails/user/month
• 10GB file storage
• Custom branding
• Territory management
• Data set access
• 50 custom reports
• 50 custom charts/dashboards
• 30 schedule reports

The customer support services are similar to those for users of Lite and Premium plans. However, integrated apps that are allowed for the Ultimate plan include all those allowed in the premium plan, in addition to:

• 20,000 API calls/user/day
• Quickbooks
• Xero
• Nexmo
• Facebook Lead Ads
   

Enterprise: Quote-based

This plan is best suitable for enterprise organizations that require complex integrations. It includes all the features included in the Ultimate plan, in addition to:

• 65 allowed apps
• 100 sales stage automations
• 500 custom fields per app
• 300 triggers per account (workflow)
• 400 custom views
• 400 summary dashboards
• 5000 mass emails/user/month
• 15GB/user file storage
• 100 custom reports
• 100 custom charts/dashboards
• 50 schedule reports

As for customer support options, users of this plan are offered SLA (service level agreement) email support, phone support, live chat support, and training support.

For integrations, this plan can be integrated with all the apps allowed in the Ultimate plan, in addition to:

• 30,000 API calls/user/day
• Google Maps
   

This plan also comes with included professional services, like:

• Dedicated account manager
• Dedicated instance
• Dedicated customization
• White labeling
   

Apptivo CRM Customer Support

Apptivo offers versatile customer support options on their website. You can contact them through phone, email, or live chat. They also have a knowledge base, FAQs section, and a blog to help you learn all you need to know about CRM and their services.

They are available in their office at 38750 Paseo Padre Pkwy, Suite #A2, Fremont, CA 9453, from 9 a.m. to 6 p.m. Monday through Friday PST.

Their available phone numbers are +1 (855) 345-2777 (Ext.1) for sales, and +1 (855) 345-2777 (Ext.2) for support.
 

Apptivo CRM Alternatives

Apptivo is an affordable CRM that includes versatile features that fit businesses of all sizes and various industries. However, if you find that Apptivo is not the CRM for you and you would like to explore your options, you can check out our reviews for the top-rated CRM software providers on our list:

• Salesforce CRM
• Zendesk CRM
• Monday.com CRM
• Salesmate CRM
   

Final Words

What makes Apptivo CRM stand out is that it offers a plan for every business, regardless of its size. It supports more than four industries, and its prices are budget-friendly. Their best value plan is their Premium plan; it is perfect if you have a fast-growing business that is demanding more work every day. You can subscribe to the Premium plan for only $12/user if you subscribe annually or $15 per user if you choose the monthly subscription.

All plans include a 30-day free trial, so you do not need to make any commitments before trying out their products for free. If you need support or have further questions, you can reach them by phone, email, and live chat.