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Apptivo

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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses Apptivo

"Apptivo works well for small and mid-sized businesses that need to manage customer relationships and sales without juggling multiple disconnected tools. It covers everyday tasks like tracking leads, managing contacts, sending invoices, and handling projects in one place. Teams that deal with clients regularly tend to find it practical for staying organized. That said, businesses with highly complex workflows or large-scale operations may find the platform's depth limiting as their needs grow."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

Apptivo Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User Rating4.6 / 5
Starting Price$20 / month
Free Trial14 Days
Free VersionNot available
APINot available
DeploymentCloud Hosted
HeadquartersUnited States
✎
Buyer Contribution

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Product Overview

Apptivo Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Apptivo

One customer described Apptivo less as a CRM and more as an ERP, and that framing actually fits pretty well once you look at how much it covers beyond just contact management. It's a business management suite bundling CRM, help desk, field service, and campaign tools into one platform, and it's used by over 200,000 companies across 194 countries, ranging from small consultancies to names like Audi and Sephora.

What customers mention most, repeatedly, is customization. Several reviewers pointed out they didn't have to adapt to Apptivo, the software adapted to how their business actually runs, letting them build custom apps and workflows in minutes rather than waiting on a vendor to ship a feature. That flexibility extends to how businesses scale into it too, one CEO mentioned starting small with just the CRM apps and adding more modules as the business grew, treating it less like a rigid platform and more like a toolkit you assemble over time. It's also SSAE18 SOC 2 Type II certified, which matters for companies weighing data security alongside functionality.

  • Help desk tools sit alongside the CRM, so support tickets and customer records stay connected
  • Field service management for companies coordinating technicians, schedules, and job tracking
  • Mobile apps across iOS, Android, and Windows keep the whole suite accessible on the go
  • 14 day free trial, no long onboarding contract required to start testing it
It's a genuinely broad platform, and reviewers across industries like manufacturing, real estate, and hospitality tend to land on the same conclusion, it's less about picking one specific tool and more about consolidating several business functions into a single, highly customizable system.
Company Apptivo
Founded 2009
Headquarters United States
Employees 101-500

Support

24x7 Support Email Phone Chat Knowledge Base

Training

In-person Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android Windows Mac

Typical Customers

Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 12 industries available
Advertising & Marketing Construction Education Management Hospitality Human Resources Information Technology & Services Manufacturing Oil & Energy Real Estate Retail Utilities Wholesale

Why Choose Apptivo

Problem it Solves

  • Problem it Solves Streamlining Business Operations With Integrated CRM And Project Management Tools

Target Users

  • Target Users Small Business Owners
  • Target Users Sales Teams
  • Target Users Customer Support Teams
  • Target Users Marketing Professionals
  • Target Users Project Managers

Core Use Case

  • Core Use Case Manage Customer Relationships
  • Core Use Case Track Sales Leads
  • Core Use Case Automate Workflows
  • Core Use Case Generate Reports
  • Core Use Case Organize Projects

USP

  • USP Streamline Your Business With Integrated And Customizable Software Solutions

Pros

  • Pros Covers CRM, invoicing, and project tools under one roof
  • Pros Pricing stays affordable even as your team grows larger
  • Pros Free plan available with decent features for small teams
  • Pros Highly customizable apps let you tailor workflows without coding
  • Pros Mobile app keeps field teams connected and productive on-the-go
  • Pros Built-in email marketing removes the need for separate tools
  • Pros Customer support is responsive and available around the clock
  • Pros Integrates with Google Workspace and Office 365 without friction

Cons

  • Cons Workflow customization grows complex without dedicated admin support nearby
  • Cons Mobile experience feels noticeably lighter than the full desktop version
  • Cons Navigating between the many bundled apps creates occasional context fatigue
  • Cons Reporting tools lack the depth that data-focused teams often need
Editorial Buyer Guidance

Who Is Apptivo Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlining Business Operations With Integrated CRM And Project Management Tools

Target Users

  • Small Business Owners
  • Sales Teams
  • Customer Support Teams
  • Marketing Professionals
  • Project Managers

Core Use Cases

  • Manage Customer Relationships
  • Track Sales Leads
  • Automate Workflows
  • Generate Reports
  • Organize Projects

Unique Selling Point

Streamline Your Business With Integrated And Customizable Software Solutions

Strengths and Limitations

Apptivo Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Covers CRM, invoicing, and project tools under one roof
  • Pricing stays affordable even as your team grows larger
  • Free plan available with decent features for small teams
  • Highly customizable apps let you tailor workflows without coding
  • Mobile app keeps field teams connected and productive on-the-go
  • Built-in email marketing removes the need for separate tools
  • Customer support is responsive and available around the clock
  • Integrates with Google Workspace and Office 365 without friction
!

Cons

  • Workflow customization grows complex without dedicated admin support nearby
  • Mobile experience feels noticeably lighter than the full desktop version
  • Navigating between the many bundled apps creates occasional context fatigue
  • Reporting tools lack the depth that data-focused teams often need
Category-Based Capabilities

Apptivo Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Business Management Software 28 selected features Open category ↗ ⌄
Performance Metrics Inventory Management Purchasing & Receiving Calendar Management Quotes/Estimates Contact Management Customizable Fields Employee Management Training Management Workflow Management Accounting Financial Management Marketing Automation Task Management Client Management Project Management Billing & Invoicing Third Party Integrations Access Controls/Permissions CRM Point of Sale (POS) Document Management Email Management Purchase Order Management Order Management Time & Expense Tracking Invoice Management Client Portal
Project Management Software 32 selected features Open category ↗ ⌄
Milestone Tracking Testing/QA Management Time & Expense Tracking Projections Alerts/Notifications Calendar Management Project Planning Project Scheduling Issue Management Billing & Invoicing Gantt/Timeline View Client Portal Kanban Board Collaboration Tools File Sharing Prioritization Risk Management Traditional Methodologies Task Management Status Tracking Resource Management Budget Management Task Progress Tracking Commenting/Notes Document Management Portfolio Management Agile Methodologies Activity Dashboard Idea Management Project Tracking Multiple Projects Real Time Updates
Complaint Management Software 26 selected features Open category ↗ ⌄
Routing Multi-Channel Communication Case Management Issue Tracking Activity Dashboard Email Templates Prioritization Customer Service Analytics Forms Management Knowledge Base Management Access Controls/Permissions Feedback Management Chat/Messaging Real Time Notifications Customer Complaint Tracking Self Service Portal Social Media Integration Support Ticket Management Interaction Tracking Survey/Poll Management Email Management Alerts/Escalation Live Chat Collaboration Tools Canned Responses SLA Management
Customer Service Software 25 selected features Open category ↗ ⌄
Performance Metrics Appointment Management Real Time Notifications Customer Segmentation Employee Management Queue Management Virtual Assistant Customer History Call Routing SMS Messaging Email Management Voice Mail Call Center Management Knowledge Base Management Multi-Channel Communication Live Chat Activity Tracking Self Service Portal Alerts/Escalation Auto-Responders Support Ticket Management Engagement Tracking Surveys & Feedback Social Media Integration Contact Management
Help Desk Software 26 selected features Open category ↗ ⌄

Apptivo Help Desk is a cloud-based customer support tool that centralizes tickets, email, and inquiries in one place. It offers a knowledge base, mobile apps, and CRM-linked customer context for personalized responses. With automation and multi-channel support, agents resolve issues faster while staying organized and productive.

Automated Routing Call Center Management Real-Time Chat Performance Metrics Customer Database Self Service Portal SLA Management CRM Real Time Notifications Multi-Channel Communication Support Ticket Management Surveys & Feedback Document Storage Social Media Integration Alerts/Escalation Prioritization Workflow Configuration Ticket Management Reporting/Analytics Access Controls/Permissions IT Asset Management Email Management Customer History Interaction Tracking Knowledge Base Management Remote Access/Control
Customer Engagement Software 22 selected features Open category ↗ ⌄
Churn Management Engagement Tracking Email Management Social Media Integration CRM Multi-Language Real Time Analytics Campaign Management Content Management Event Triggered Actions Feedback Management Multi-Channel Communication Customer Database Surveys & Feedback Customer Experience Management Communication Management Live Chat Customer Segmentation Visual Analytics Customer History Customer Portal Sentiment Analysis
Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter Pipeline Management Social Media Integration Data Import/Export Prospecting Tools Task Management Customer Database Campaign Management Lead Nurturing Segmentation Email Management CRM Sales Forecasting Contact Management Calendar Management Document Storage Drag & Drop Collaboration Tools Lead Management Sales Pipeline Management Lead Distribution Email Marketing Opportunity Management Data Synchronization Interaction Tracking Lead Capture
Online CRM Software 33 selected features Open category ↗ ⌄
Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions
Inside Sales Software 23 selected features Open category ↗ ⌄
Lead Capture Email Management Call Monitoring Automatic Call Distribution Lead Qualification Lead Management Task Management Performance Management Data Management Contact Management Meeting Management Call Recording Lead Distribution CRM Interaction Tracking Auto-Dialer Calendar Management Chat/Messaging Reminders Call List Management Multi-Channel Communication Deal Management Sales Pipeline Management
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management
Real Estate CRM Software 30 selected features Open category ↗ ⌄
Referral Tracking Commission Management Contact Database Lead Qualification Contact Management Campaign Management Access Controls/Permissions Client Management Email Marketing Pipeline Management Lead Management Activity Dashboard Lead Nurturing Interaction Tracking Reporting/Analytics Activity Tracking Document Management Appointment Management Alerts/Notifications Calendar Management Lead Generation Lead Distribution Client/Property Matching Task Management Segmentation Lead Capture Email Tracking For Real Estate Property Database Omnichannel Communications
Financial CRM Software 28 selected features Open category ↗ ⌄
Expense Tracking Forecasting Template Management Relationship Tracking Interaction Tracking Access Controls/Permissions Activity Tracking Client Management Collaboration Tools Sales Reports Email Management CRM Search/Filter Email Marketing Task Management Document Management Lead Management Calendar Management Customer Database Campaign Management Marketing Automation Activity Dashboard Territory Management Contact Management Pipeline Management Lead Capture For Financial Institutions Financial Management
Field Service Management Software 24 selected features Open category ↗ ⌄
Routing Online Time Clock Dispatch Management Service History Customizable Forms Contract/License Management Alerts/Notifications Payment Collection Real Time Data Electronic Signature Work Order Management Quotes/Estimates Scheduling Billing & Invoicing Inventory Management Activity Tracking CRM Accounting Integration Maintenance Scheduling File Storage Contact Database Mobile Access GPS Calendar Management
Contact Center Software 11 selected features Open category ↗ ⌄
Automated Routing Quality Management Queue Management IVR/Voice Recognition Computer Telephony Integration Collaboration Tools Agent Interface Chatbot Auto-Dialer Reporting/Analytics Workforce Management
Knowledge Base Software 16 selected features Open category ↗ ⌄
Full Text Search Self Service Portal SEO Management Customizable Branding Feedback Management Reporting/Analytics Rich Text Editor Cataloging/Categorization Multi-Language Customizable Templates Collaboration Tools User Management Drag & Drop Editor Mobile Interface WYSIWYG Editor Knowledge Management
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
IT Ticketing Systems Software 31 selected features Open category ↗ ⌄
Access Controls/Permissions Activity Dashboard Alerts/Escalation Asset Lifecycle Management Automated Responses Automated Routing Change Management Collaboration Tools Configurable Workflow Customizable Branding Customizable Fields Customizable Forms Customizable Reports Customizable Templates Help Desk Management Incident Management IT Asset Management Knowledge Base Management Macros/Templated Responses Multi-Channel Communication Multi-Language Prioritization Problem Management Release Management Reporting/Analytics Self Service Portal Service Catalog Service Reporting Support Ticket Management Support Ticket Tracking Task Management
Connected Applications

Apptivo Integrations

Integration information is displayed only when approved integration products are available on the profile.

Showing 8 of 13 integrations
Pricing Information

Apptivo Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial 14 Days
Free Version Not available
Payment Frequency Annual Subscription, Monthly Subscription
Pricing Page ↗ Trial Page ↗ Request Demo ↗
Lite
$20 Per Month
Premium
$30 Per Month
Ultimate
$50 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Verified User Feedback

Apptivo Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a Apptivo Review ↗
4.6
Based on 2 approved reviews
5 stars 63%
4 stars 38%
3 stars 0%
2 stars 0%
1 star 0%
Sagnik S
Sagnik S CEO

Super easy CRM

This CRM is easy to use and has a clean and user friendly interface. The software is simple to work with and works well for everyday tasks.

Reviewed on July, 2024
Masud R
Masud R HR Manager

Strong and Useful CRM

The software offers strong ticket management along with useful CRM features it helps simplify lead and account management and functions well as a help desk tool that supports customer success

Reviewed on January, 2024
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Frequently Asked Questions

Apptivo FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

One customer described Apptivo less as a CRM and more as an ERP, and that framing actually fits pretty well once you look at how much it covers beyond just contact management. It's a business management suite bundling CRM, help desk, field service, and campaign tools into one platform, and it's used by over 200,000 companies across 194 countries, ranging from small consultancies to names like Audi and Sephora.

What customers mention most, repeatedly, is customization. Several reviewers pointed out they didn't have to adapt to Apptivo, the software adapted to how their business actually runs, letting them build custom apps and workflows in minutes rather than waiting on a vendor to ship a feature. That flexibility extends to how businesses scale into it too, one CEO mentioned starting small with just the CRM apps and adding more modules as the business grew, treating it less like a rigid platform and more like a toolkit you assemble over time. It's also SSAE18 SOC 2 Type II certified, which matters for companies weighing data security alongside functionality.

  • Help desk tools sit alongside the CRM, so support tickets and customer records stay connected
  • Field service management for companies coordinating technicians, schedules, and job tracking
  • Mobile apps across iOS, Android, and Windows keep the whole suite accessible on the go
  • 14 day free trial, no long onboarding contract required to start testing it
It's a genuinely broad platform, and reviewers across industries like manufacturing, real estate, and hospitality tend to land on the same conclusion, it's less about picking one specific tool and more about consolidating several business functions into a single, highly customizable system.

  • No, Apptivo does not offer a free version.

  • Yes, Apptivo offers a free trial.

  • No, Credit Card details are not required for the Apptivo trial.

  • Apptivo offers the following pricing plans & packages:

    Lite

    $20 Per Month

    Premium

    $30 Per Month

    Ultimate

    $50 Per Month

  • Apptivo supports the following payment frequencies:

    • Annual Subscription , Monthly Subscription

  • No, Apptivo does not offer an API.

  • Apptivo can be integrated with the following applications:

    • FreshBooks , QuickBooks Online , Xero , Mailchimp , Google Workspace , HubSpot CRM , Slack , Zoom Meetings , Twilio , Shopify , Microsoft 365 , Microsoft Teams , Zapier

  • Apptivo offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • Apptivo offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Apptivo supports the following languages:
    • English

  • Following are the typical users of the Apptivo:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Apptivo supports the following deployment:
    • Cloud Hosted

  • Apptivo supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows , Mac
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