Features, Pricing, and Pros & Cons

Apptivo offers a CRM solution with an all-in-one comprehensive suite of tools for lead and contact management, opportunity tracking, and quote and invoice management. Apptivo’s powerful and easy-to-use sales solution is a collaborative and operational CRM. Offering customization through Codeless Solution and robust integrations and APIs, Apptivo is a straightforward solution great for businesses wanting a tool to manage their end-to-end sales process.

Apptivo CRM’s pricing

Apptivo’s CRM pricing structure includes four plans that don’t require a contract. The first three plans are priced per user, while the top tier requires you to reach out to Apptivo’s sales team for a quote.

• Lite: $15 per user per month, when billed annually. $20 per user per month, when billed monthly. This plan includes 18 apps, 100 custom fields, 25 workflows, 24/7 support, and more.
• Premium: $25 per user per month, when billed annually. $30 per user per month, when billed monthly. This tier offers 46 apps, 250 custom fields, and 25 custom dashboards.
• Ultimate: $40 per user per month, when billed annually. $50 per user per month, when billed monthly. This plan offers custom branding, data set access, email sequencing, custom applications, notification builders, and more.
• Enterprise: Contact Apptivo directly for a quote. This is a cloud platform with 65 apps, a dedicated account manager, white labeling, Google Maps integration, and more.

Apptivo CRM’s key features

Round robin lead assignment

Lead qualification and assignment is a valuable tool built into CRM solutions. It helps incoming leads and customers be segmented and assigned to the right sales rep based on geographic region, firmographics, or other qualifiers. Apptivo offers a round robin assignment tool for lead distribution. Users can set rules to allocate leads based on source, region, or department. This way, managers can ensure balanced lead allocation for efficient follow up and increased conversions.

Schedule reports

In addition to automating workflows and miscellaneous sales tasks, Apptivo users can also automate schedule reports. Reports can be automatically generated weekly, biweekly, monthly, quarterly, or annually to show users defined or filtered metrics for business insight. Having regular reports helps the sales team stay updated on opportunities, deal progress, performance metrics, and more.

Quote management

Apptivo offers a robust quotation software that can optimize a digital workflow. Users can create custom quotes from easy-to-use templates, build out item catalogs, collect e-signatures, and set up reminder automations. You can even utilize tax rate estimates and rule-based calculations. These advanced features make it easy for reps to refer to correct price listings and generate quotes quickly to maximize on a lead’s interest.

Territory management

Utilizing territory management within a CRM helps sales teams strategize efforts on specific geographic or demographic territories. This way, sales reps can target and nurture leads with better intent for higher conversion rates. After creating new sales territories, leads and customers can be automatically assigned based on assignment rules. An additional feature of this tool is the consistent collaboration for all users to access these leads remotely with real time updates.

Apptivo CRM pros

• 30 day free trial.
• Cloud-based platform.
• Users report the platform is easy to learn.

Apptivo CRM cons

• Users report slow data imports.
• Limited mobile app.
• Users report an outdated platform interface.

Alternatives to Apptivo CRM

Bitrix24

Bitrix24 is a business solution that also offers free CRM software. It’s a free version of their tool for unlimited users but only supports up to 5 GB of storage space and limited communication features. Bitrix24 has similar mobile features and integration capabilities to Apptivo but offers an AI assistant that Apptivo doesn’t.

For more information, check out our Bitrix24 review.

Creatio

Creatio is another affordable CRM for small businesses. Similar to Apptivo, Creatio is a no-code platform that enables users to easily customize reports, dashboards, and workflows to make their unique business models. Additionally, Creatio has sales forecasting tools and reporting capabilities that help users manage performance.

Oracle NetSuite

Oracle Netsuite offers a CRM solution within an ERP. Similar to Apptivo, NetSuite is a cloud-based CRM with a mix of sales and support tools that help businesses automate processes and access data on the go. Oracle NetSuite CRM doesn’t have transparent pricing like Apptivo does; Oracle offers its platform through an annual license fee instead of price per user.

Review methodology

To review Apptivo CRM, I used our in-house TechRepublic rubric that has defined criteria around the most important considerations when evaluating general CRM. I compared Apptivo’s CRM features, pricing, and more against industry standards. All of this helped me identify standout features and ideal use cases of the software.

Here’s the exact criteria I used to score Apptivo:

• Cost: Weighted 25% of the total score.
• Core features: Weighted 25% of the total score.
• Customizations: Weighted 15% of the total score.
• Integrations: Weighted 15% of the total score.
• Ease of use: Weighted 10% of the total score.
• Customer support: Weighted 10% of the total score.

For a further breakdown of these criteria, head over to our methodology page.