Apptivo

4.5

Try for free

Apptivo Pricing & Plans (2024 Guide)

Q: What are the pricing plans for Apptivo?

Apptivo offers several pricing plans to accommodate different business needs. Each plan comes with a set of features tailored to specific requirements. It's important to review each plan's details to determine which one best suits your business. You can find a detailed breakdown of Apptivo's pricing plans on their official website.

Q: Does Apptivo offer a free trial?

Yes, Apptivo offers a free trial for new users. This allows you to explore the platform and its features before committing to a paid plan. The free trial is a great way to determine if Apptivo meets your business needs and to get a feel for its user interface and functionality.

Q: Are there any discounts available for Apptivo?

Apptivo occasionally offers discounts and promotions, especially for annual subscriptions. It's a good idea to check their website or contact their sales team for any current offers. Discounts can provide significant savings, making it more affordable for businesses to access Apptivo's comprehensive CRM features.

Q: Can I upgrade or downgrade my Apptivo plan?

Yes, Apptivo allows you to upgrade or downgrade your plan as your business needs change. This flexibility ensures that you only pay for the features you need. You can easily adjust your plan through the Apptivo dashboard, making it convenient to scale your CRM solution as your business grows.

Q: What payment methods does Apptivo accept?

Apptivo accepts various payment methods, including credit cards and PayPal. This flexibility makes it easy for businesses to manage their subscriptions and ensure uninterrupted access to Apptivo's CRM features. It's always a good idea to check their website for the most up-to-date information on accepted payment methods.

Q: Is there a setup fee for Apptivo?

No, Apptivo does not charge a setup fee. This makes it more accessible for businesses to get started with their CRM solution without incurring additional costs. You can sign up and start using Apptivo's features right away, making it a cost-effective choice for businesses looking to enhance their customer relationship management.

Q: Does Apptivo offer customer support for all plans?

Yes, Apptivo provides customer support for all its plans. The level of support may vary depending on the plan you choose, with higher-tier plans offering more comprehensive support options. It's important to review the support features included in each plan to ensure you have the assistance you need when using Apptivo.

Q: Are there any hidden fees with Apptivo?

Apptivo is transparent about its pricing, and there are no hidden fees. The cost of each plan is clearly outlined on their website, and any additional charges, such as for extra features or users, are specified upfront. This transparency helps businesses budget effectively and avoid unexpected expenses.

Q: Can I cancel my Apptivo subscription at any time?

Yes, you can cancel your Apptivo subscription at any time. The cancellation process is straightforward, and you can manage it through your account settings. It's important to review the cancellation policy on Apptivo's website to understand any terms or conditions that may apply.

Q: Does Apptivo offer any training or onboarding for new users?

Yes, Apptivo offers training and onboarding resources for new users. These resources include tutorials, webinars, and documentation to help you get started with the platform. This support ensures that you can effectively utilize Apptivo's features and maximize the value of your CRM investment.

Author

Anastasia Belyh

Last Update

Nov 07, 2024

Affiliate Disclaimer

We earn a commission from partner links on Keevee. Commissions do not affect our editor's opinions or evaluations.

4.5

Excellent Value For Price

Apptivo

Apptivo offers a robust CRM platform that combines sales, marketing, and customer service tools. Its flexible pricing and comprehensive features make it a valuable choice for businesses looking to enhance customer relationships and streamline operations.

Comprehensive CRM features included.
Flexible pricing plans available.
User-friendly interface design.
Limited third-party integrations.
Advanced features can be complex.

Free plan?

Yes

Starting price

$20 per month per user

Try for free

Apptivo Review

What is Apptivo?

Apptivo is a versatile CRM solution that integrates sales, marketing, and customer service into one platform. It offers a comprehensive suite of tools to manage customer relationships, streamline operations, and enhance productivity. With flexible pricing plans, Apptivo ensures businesses of all sizes can access powerful features without overspending.

How Much Does Apptivo Cost?

Apptivo offers a variety of pricing plans to cater to different business needs. Below is a detailed breakdown of Apptivo’s plans, highlighting their key features for various business requirements.

Apptivo Pricing Plans

Lite

For small sales teams

$20

per month per user

Try For Free

Lite includes:

Customize up to 100 fields per app for tailored data management.
Integrate with third-party services for enhanced functionality.
Access 24x7 support for uninterrupted assistance.
Utilize 25 workflows to automate routine tasks.

Premium

For fast-growing teams

$30

per month per user

Try For Free

Includes Lite, plus:

Customize up to 250 fields per app for detailed data capture.
Utilize 75 workflows to streamline business processes.
Create 25 custom dashboards for insightful data visualization.
Send up to 3000 emails per user per month for marketing.

Ultimate

For large teams

$50

per month per user

Try For Free

Includes Premium, plus:

Customize up to 350 fields per app for advanced data management.
Utilize 150 workflows for complex automation needs.
Create 50 custom dashboards for detailed reporting.
Send up to 5000 emails per user per month for campaigns.

Enterprise

For enterprise organizations

Contact sales

Request Pricing

Includes Ultimate, plus:

Customize up to 500 fields per app for comprehensive data handling.
Utilize 300 workflows for extensive automation.
Create 100 custom dashboards for in-depth analysis.
Receive dedicated account management for personalized support.

Apptivo Pricing Plans in Detail

Lite

The Lite plan is designed for small sales teams, offering essential tools to manage deals and send quotes. With 18 apps, it provides a solid foundation for CRM needs. The plan includes 100 custom fields per app, 25 workflows, and 8 custom dashboards, ensuring flexibility and efficiency. Third-party service integration and 24x7 support enhance its value, making it a reliable choice for small teams.

Premium

The Premium plan caters to fast-growing teams, offering an all-in-one CRM solution with 46 apps. It allows for 250 custom fields per app and 75 workflows, providing extensive customization and automation capabilities. With 25 custom dashboards and a 3000 emails per user per month quota, it supports comprehensive marketing efforts. The plan ensures seamless integration and 24x7 support, making it ideal for expanding businesses.

Ultimate

The Ultimate plan is tailored for large teams requiring advanced automation and integration. It offers 57 apps, 350 custom fields per app, and 150 workflows, enabling complex business processes. With 50 custom dashboards and a 5000 emails per user per month quota, it supports detailed reporting and marketing campaigns. The plan includes third-party service integration and 24x7 support, ensuring robust CRM capabilities.

Enterprise

The Enterprise plan is designed for organizations needing complex integrations and extensive CRM solutions. It provides access to 65 apps, 500 custom fields per app, and 300 workflows, supporting comprehensive data management and automation. With 100 custom dashboards and dedicated account management, it offers personalized support and in-depth analysis. The plan ensures seamless integration and 24x7 support, making it suitable for large enterprises.

Top Apptivo Features

Sales Management

When I first used Apptivo's sales management feature, I was impressed by how it streamlined the entire sales process. You can track leads, manage opportunities, and close deals more efficiently. This feature benefits you by providing a clear overview of your sales pipeline, helping you prioritize tasks and focus on high-value opportunities. It's like having a personal sales assistant that keeps everything organized and on track.

Marketing Automation

Apptivo's marketing automation tools are a game-changer. I found it incredibly useful for creating targeted campaigns and tracking their performance. You can automate repetitive tasks, such as email marketing, and focus on crafting personalized messages that resonate with your audience. This feature helps you save time and increase engagement, ultimately driving more conversions and boosting your marketing ROI.

Customer Support

The customer support feature in Apptivo is something I truly appreciate. It allows you to manage customer inquiries and support tickets efficiently. You can track issues, assign tasks to team members, and ensure timely resolutions. This feature benefits you by improving customer satisfaction and loyalty, as it helps you provide quick and effective support, making your customers feel valued and heard.

Project Management

Apptivo's project management tools are a lifesaver for keeping projects on track. I love how you can create tasks, set deadlines, and monitor progress all in one place. This feature benefits you by enhancing team collaboration and ensuring that projects are completed on time and within budget. It's like having a project manager in your pocket, keeping everything organized and running smoothly.

Invoicing and Billing

The invoicing and billing feature in Apptivo is incredibly convenient. I found it easy to create and send invoices, track payments, and manage billing processes. This feature benefits you by streamlining financial operations, reducing errors, and ensuring timely payments. It's a great tool for maintaining healthy cash flow and keeping your finances in check.

Contact Management

Apptivo's contact management feature is a must-have for any business. I love how you can store and organize all your contacts in one place, making it easy to access and update information. This feature benefits you by improving communication and relationship-building with clients and partners. It's like having a digital Rolodex that keeps your network organized and easily accessible.

Task Management

The task management feature in Apptivo is a productivity booster. I found it helpful for creating to-do lists, setting priorities, and tracking progress. This feature benefits you by keeping you organized and focused on important tasks, ensuring that nothing falls through the cracks. It's like having a personal assistant that helps you stay on top of your workload.

Expense Tracking

Apptivo's expense tracking feature is a great tool for managing business expenses. I love how you can record and categorize expenses, making it easy to monitor spending and stay within budget. This feature benefits you by providing insights into your financial health and helping you make informed decisions. It's like having a financial advisor that keeps your expenses in check.

Calendar Integration

The calendar integration feature in Apptivo is a time-saver. I found it useful for scheduling meetings, setting reminders, and syncing with other calendar apps. This feature benefits you by keeping your schedule organized and ensuring that you never miss an important appointment. It's like having a personal scheduler that keeps your day running smoothly.

Document Management

Apptivo's document management feature is a lifesaver for organizing files. I love how you can store, share, and collaborate on documents in one place. This feature benefits you by improving team collaboration and ensuring that everyone has access to the latest versions of important files. It's like having a digital filing cabinet that keeps your documents organized and easily accessible.

Email Integration

The email integration feature in Apptivo is a great tool for managing communications. I found it helpful for syncing emails, tracking conversations, and managing contacts. This feature benefits you by improving communication efficiency and ensuring that you never miss an important message. It's like having a communication hub that keeps your emails organized and easily accessible.

Reporting and Analytics

Apptivo's reporting and analytics feature is a powerful tool for gaining insights. I love how you can generate reports, track performance, and analyze data. This feature benefits you by providing valuable insights into your business operations, helping you make informed decisions and drive growth. It's like having a data analyst that provides you with actionable insights.

Who Is Apptivo Best For?

Apptivo is perfect for small to medium-sized businesses seeking to streamline their customer relationship management. With its comprehensive suite of tools, Apptivo helps businesses enhance productivity, improve customer interactions, and manage operations efficiently, making it an ideal choice for growing enterprises.

Ideal for growing companies.
Apptivo is designed for businesses that are expanding and need a scalable CRM solution. It offers essential features like sales tracking, customer management, and marketing automation, making it a great fit for companies looking to enhance their customer engagement and operational efficiency.
Great for small to medium businesses.
Apptivo provides an intuitive interface and a comprehensive set of tools that are perfect for small to medium businesses. It simplifies customer relationship management, allowing businesses to focus on growth and customer satisfaction without the complexity of larger CRM systems.
Perfect for budget-conscious teams.
Apptivo offers advanced CRM features at a cost-effective price point, making it ideal for teams looking to optimize customer management without breaking the bank. Its flexible pricing plans ensure that businesses only pay for the features they need.

Frequently Asked Questions

What are the pricing plans for Apptivo?

Does Apptivo offer a free trial?

Are there any discounts available for Apptivo?

Can I upgrade or downgrade my Apptivo plan?

What payment methods does Apptivo accept?

Is there a setup fee for Apptivo?

Does Apptivo offer customer support for all plans?

Are there any hidden fees with Apptivo?

Can I cancel my Apptivo subscription at any time?

Does Apptivo offer any training or onboarding for new users?

Author

Anastasia Belyh

Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.

About UsContact