Salesforce vs Apptivo (2024 Comparison)
Salesforce offers a comprehensive CRM solution with customizable workflows and strong security measures. Ideal for businesses seeking advanced features and scalability.
- Highly customizable workflows
- Comprehensive CRM features
- Strong security measures
- Steep learning curve
- Higher cost for small businesses
Free plan?
NoStarting price
$25 per month per user
Apptivo provides an affordable CRM solution with a user-friendly interface and good customer support, perfect for small to medium-sized businesses.
- User-friendly interface
- Affordable pricing
- Good customer support
- Limited advanced features
- Fewer integrations
Free plan?
YesStarting price
$20 per month per userWhat is Salesforce?
Salesforce is a leading customer relationship management (CRM) platform that helps businesses streamline their sales, service, and marketing operations. It offers a comprehensive suite of tools to manage customer interactions, automate workflows, and gain insights through analytics. With Salesforce, you can enhance customer engagement, improve sales productivity, and drive business growth. Its cloud-based architecture ensures accessibility from anywhere, making it a versatile solution for businesses of all sizes.
What is Apptivo?
Apptivo is a versatile CRM software designed to help businesses manage their customer relationships effectively. It offers a range of features including contact management, sales tracking, and project management, all within a single platform. Apptivo is particularly beneficial for small to medium-sized businesses looking for an affordable yet comprehensive CRM solution. Its user-friendly interface and customizable modules make it easy to adapt to various business needs, enhancing productivity and customer satisfaction.
Pros and Cons of Salesforce vs Apptivo
Pros & Cons of Salesforce
- Salesforce allows you to create highly customizable workflows that can be tailored to fit your specific business processes. This flexibility is invaluable for businesses with unique operational needs.
- With Salesforce, you gain access to a wide range of CRM features that cover everything from sales and marketing to customer service, making it a one-stop solution for managing customer relationships.
- Salesforce prioritizes security with robust measures to protect your data, ensuring that your customer information is safe and secure at all times.
- Salesforce's extensive features can result in a steep learning curve for new users, requiring time and training to fully leverage its capabilities.
- The cost of Salesforce can be prohibitive for small businesses, especially those with limited budgets, making it less accessible for smaller operations.
Pros & Cons of Apptivo
- Apptivo's user-friendly interface makes it easy for users to navigate and utilize its features, reducing the learning curve and enhancing productivity.
- Apptivo offers affordable pricing plans that make it accessible to small and medium-sized businesses, providing excellent value for money.
- Apptivo provides reliable customer support, ensuring that users receive assistance when needed, which is crucial for maintaining smooth operations.
- While Apptivo offers essential CRM features, it may lack some of the advanced capabilities found in more comprehensive solutions like Salesforce.
- Apptivo offers fewer integrations compared to Salesforce, which may limit its ability to connect with other tools and platforms used by businesses.
Salesforce vs Apptivo: At A Glance
Salesforce vs Apptivo: A Detailed Breakdown of Key Features
Customizable Dashboards
Salesforce offers highly customizable dashboards that allow you to tailor your view to match your business needs. This feature is particularly beneficial for businesses that require detailed insights and analytics. Apptivo also provides customizable dashboards, but they may not offer the same level of depth and flexibility as Salesforce. If you need advanced customization, Salesforce is the better choice.
Mobile Access
Both Salesforce and Apptivo offer mobile access, allowing you to manage your CRM on the go. Salesforce's mobile app is robust and feature-rich, providing a seamless experience across devices. Apptivo's mobile app is user-friendly and efficient, making it a great option for small businesses. If mobile access is crucial, both tools are reliable, but Salesforce offers more advanced features.
Lead Management
Salesforce excels in lead management with its comprehensive tools for tracking and nurturing leads. It offers advanced features like lead scoring and automated workflows. Apptivo provides essential lead management features but may lack some of the advanced capabilities of Salesforce. For businesses focused on lead generation, Salesforce is the superior choice.
Reporting and Analytics
Salesforce offers powerful reporting and analytics tools that provide deep insights into your business performance. Its advanced analytics capabilities are ideal for data-driven decision-making. Apptivo offers basic reporting features, which may be sufficient for small businesses but lack the depth of Salesforce. If analytics is a priority, Salesforce is the better option.
Email Integration
Salesforce provides seamless email integration with popular email clients, enhancing communication and collaboration. Apptivo also offers email integration, but it may not be as comprehensive as Salesforce. For businesses that rely heavily on email communication, Salesforce is the preferred choice.
Task Management
Both Salesforce and Apptivo offer task management features to help you stay organized and productive. Salesforce's task management tools are more advanced, offering features like task automation and reminders. Apptivo provides basic task management, which is suitable for small teams. If task management is a priority, Salesforce offers more robust options.
Pricing Comparison of Salesforce and Apptivo
To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Salesforce and Apptivo. This comparison will highlight the best option for managing your customer relationships.
Salesforce Pricing Plans
- Access sales data from anywhere on any device seamlessly.
- Customize and automate sales processes to enhance productivity.
- Collaborate across your company with ease and efficiency.
- Create and track quotes and orders effectively.
- Enhanced sales engagement and conversation intelligence tools.
- Access to premier success plan for expert guidance.
- Integrate sales data with any application seamlessly.
- Boost seller productivity with AI-driven insights.
- Automate workflows and approvals to streamline operations.
- Access conversation intelligence for improved communication.
- Flexible CRM with web API for custom integrations.
- Boost revenue with integrated sales and data management.
- Premier success plan and full sandbox for testing.
- Comprehensive sales engagement and conversation intelligence.
- Developer support for custom solutions and integrations.
- Intelligent automation to enhance sales processes.
- Performance management and sales programs for team efficiency.
- Team collaboration with Slack for seamless communication.
- Connect and unify all data with Data Cloud.
- Revenue intelligence for actionable sales insights.
Apptivo Pricing Plans
- 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.
- 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.
- 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.
- 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.
Our Rating Methodology
We thoroughly evaluate each CRM tool, focusing on key factors like functionality, ease of use, and scalability. By analyzing user reviews and conducting hands-on testing, we ensure our recommendations are reliable. Each factor is weighted to provide an accurate final rating, helping you choose the best CRM solution.
Salesforce or Apptivo: Which One Matches Your Business Needs?
Choose Salesforce If You Need ...
- Advanced CRM features
If you require a CRM solution with advanced features and customization options, Salesforce is the ideal choice. Its comprehensive suite of tools caters to complex business needs, making it perfect for larger enterprises.
- Scalability for growth
If your business plans to grow and expand, Salesforce offers the scalability needed to support increased operations. Its robust infrastructure can handle large-scale data and user demands, ensuring seamless growth.
Choose Apptivo If You Need ...
- Affordable CRM solution
If you're a small to medium-sized business looking for an affordable CRM solution, Apptivo is a great choice. Its cost-effective pricing plans provide excellent value for money, making it accessible to businesses with limited budgets.
- User-friendly interface
If ease of use is a priority, Apptivo's user-friendly interface makes it easy for your team to adapt quickly. Its intuitive design reduces the learning curve, enhancing productivity and efficiency.
Frequently Asked Questions
Which CRM is better for small businesses, Salesforce or Apptivo?
Does Salesforce offer more integrations than Apptivo?
Is Salesforce more secure than Apptivo?
Which CRM is easier to use, Salesforce or Apptivo?
Can Salesforce handle large-scale operations better than Apptivo?
Does Apptivo offer advanced CRM features like Salesforce?
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.
