Apptivo
6.3/10Apptivo is a modular cloud CRM and business suite that combines sales, help desk, projects, invoicing and campaigns for small and mid-sized businesses.
Data last updated November 2026 · Our methodology
Overview
Apptivo is a cloud business management suite built around a CRM. On top of contacts, leads, opportunities and pipelines, it adds apps for help desk, field service, projects, estimates, invoicing, expenses and email campaigns, and you can switch each app on or off. Each plan includes a set number of apps, custom fields, workflow automations and dashboards, so a company can start with the CRM basics and add operational modules as it grows. It suits small and mid-sized service businesses that want one inexpensive system for selling, delivering and billing work. Pricing is per user. A December 2025 review lists four tiers: Lite at $15 per user per month on annual billing or $20 on monthly billing, Premium at $25 or $30, Ultimate at $40 or $50, and Enterprise on custom quotes. Higher tiers add more apps, automations, storage and dashboards, along with marketing email allowances, SMS marketing, territory management and white labeling. The vendor's homepage advertises a 14-day free trial, and there is no free-forever plan. Integrations reported by reviewers include QuickBooks, Xero, PayPal, Stripe and Authorize.Net, plus Google Calendar, Google Drive, Gmail, Outlook, Office 365 and Slack. Apptivo also offers an API. Native apps are available for iOS, Android and Windows, and the vendor says it holds SOC 2 Type II certification. The main drawbacks are the dated interface and the learning curve. Reviewers also mention occasional glitches, slow performance on large datasets, and email integration that is weaker than in larger CRMs.
Our Rating
CRM6.3/10
Project Management6.3/10
Who Apptivo is best for
Good fit
Low per-user pricing and modular apps for sales, service and billing are aimed squarely at small businesses.
Projects, time tracking that feeds invoices, and estimates suit firms that bill for their time.
Projects, invoicing and campaigns cover agency workflows, though the marketing tools are basic.
Pipelines, lead assignment, forecasting and territory management on Ultimate support sales teams.
Low entry pricing and modular apps let a young company start small and add modules.
Less suited
A help desk app is included alongside the CRM.
- Mid-Market6/10
The Enterprise tier and SOC 2 help, but reviewers report slowdowns with large datasets.
It offers a field service app and mobile access.
Low per-user pricing and invoicing help solo users, though the suite is built for teams.
Reviewers say it lacks advanced features that large enterprises need.
It has invoicing, expenses and QuickBooks and Xero integrations, but it is not a finance system.
It includes email campaigns and SMS, but reviewers call email marketing clunky.
Pros & Cons
Pros
- Entry pricing of $15 per user per month on annual billing is low for a suite that also covers projects, invoicing and help desk.
- Support is the most praised area, with 94% positive mentions on Capterra and responsive help even on entry-level plans.
- Modular apps and up to 500 custom fields per app let teams tailor the system without switching tools.
- Built-in estimates, invoicing, expenses and accounting integrations with QuickBooks and Xero suit businesses that bill for services.
- Native apps for iOS, Android and Windows, with offline use reported.
Cons
- Reviewers describe the interface as dated and navigation as cumbersome.
- There is a learning curve, and complex customizations often need developer help.
- Users report glitches and slowdowns, especially with large datasets.
- Email integration and email marketing are reported to be limited and clunky.
- There is no free-forever plan, and marketing email volume is capped per user.
Key Features
Apptivo Pricing
Lite
or $180/user/year (save 25%)
- 18 apps
- 8 dashboards
- 24/7 email support
- 1GB storage per user
- 25 workflow automations
- 100 custom fields per app
Premium
or $300/user/year (save 17%)
- 46 apps
- E-commerce
- 25 dashboards
- 250 custom fields
- 3GB storage per user
- 75 workflow automations
- Basic marketing automation
- 1,000 marketing emails per user per month
Ultimate
or $480/user/year (save 20%)
- 57 apps
- 50 dashboards
- SMS marketing
- Email sequencing
- 350 custom fields
- Territory management
- 10GB storage per user
- 150 workflow automations
- 3,000 marketing emails per user per month
Enterprise
- All 65 apps
- 100 dashboards
- White labeling
- 500 custom fields
- Advanced security
- Custom development
- 15GB storage per user
- 300 workflow automations
- Dedicated account manager
Frequently Asked Questions
Apptivo's homepage advertises a 14-day free trial, though some third-party reviews say 30 days. There is no free-forever plan.
A December 2025 review lists Lite at $15, Premium at $25 and Ultimate at $40 per user per month on annual billing, or $20, $30 and $50 on monthly billing. Enterprise is quoted on request.
Apptivo says it holds SSAE18 SOC 2 Type II certification and publishes a data security page.
Reviewers list QuickBooks, Xero, PayPal, Stripe, Authorize.Net, Google Calendar, Google Drive, Gmail, Outlook, Office 365 and Slack. There is also an API for custom integrations.
Yes. Apps are available on the Apple App Store, Google Play and the Microsoft Store.
Yes. Help desk, field service and projects with time tracking are available as apps inside the suite, depending on the plan.
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