In this blog, you will be getting an insight into the apptivo CRM overview and key benefits of Apptivo CRM.

Apptivo CRM Software

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About Apptivo CRM

Apptivo CRM Overview

Apptivo hangs on to its Editors’ Choice designation due not just to its broad features set but also due to its exceptional customization features. But we wish it had a longer list of third-party integrations.

Apptivo CRM overview – A highly customizable yet still broadly functional (customer relationship management (CRM) tool, Apptivo has a lot to recommend it. Apptivo surges ahead with a wide variety of available apps and the ability to modify the system to suit your company’s particular needs.

Combined, that makes it a great choice for any organization, but especially small to midsize businesses (SMBs). And it’s an affordable solution, too, starting at just $10 per user month, billed monthly). For all these reasons, Apptivo is an Editors’ Choice for CRM software, sharing the designation with Salesforce Sales Cloud Lightning Professional and Zoho CRM.

After getting an idea of apptivo CRM overview lets us now look into the key benefits of apptivo CRM.

Benefits of Apptivo CRM

Some of the key benefits of Apptivo CRM are listed below.

Apptivo Pricing

Key benefits of Apptivo CRM offers a starter plan with basic features free of cost and two paid plans, Premium and Ultimate. We tested the Premium plan ($10 billed monthly, or $8.33 per user per month when billed annually), which gives you company branding, IMAP email, reports, message templates, 3GB storage per user, license and insurance tracking, invoicing, CRM, third-party integrations, and much more.

Stepping up to Ultimate ($20.83 per user per month, billed annually; $25 month-to-month) adds on more storage, more application programming interface (API) requests per day, 24-hour phone support, and access to special apps such as Properties, Sales Planning, and Territory Management.

Users, Contacts, and Lead Management

The first thing you see when you log in to Apptivo is your agenda. Your weekly calendar takes center stage, while your tasks are in a navigation panel to the right. You can set your agenda to list view, or view the day, week, or month. Likewise, you can customize your task view to show you today’s tasks, overdue tasks, upcoming tasks, or completed tasks. Apptivo offers more than 40 apps in nine different categories that will allow you to centralize every aspect of your business within the Apptivo interface.

Many businesses will have little need for any other software. There are apps to manage your sales pipeline and Web leads, and even an invoicing app that operates much like QuickBooks Online Plus. Since our last review, Apptivo has launched new Windows apps for CRM & Invoicing and added the ability to design different layouts for mobile and web apps. Another new feature is global search, which lets users search for any type of record (contact, opportunity, etc.) from the homepage; no need to switch to the relevant app.


  • Do-it-all,
  • customizable solution.
  • Affordable.
  • 24-hour support.
  • Great mobile app.
  • Added OneDrive and RingCentral integrations.
  • Granular security controls.
  • New workflow and campaign management tools.

Reporting and Third-Party Integrations

Apptivo’s list of integrations is relatively short, but that’s because there is hardly anything that can’t be accomplished natively within Apptivo. It can be integrated with Google G Suite, Dropbox, and WordPress, and recently added integrations with Microsoft OneDrive and RingCentral. The Ring Central integration gives users the ability to automatically have calls logged into the CRM with corresponding contacts, and conversely, the ability to make an outbound call by clicking a contact’s phone number.

One-Stop Customizable CRM

Apptivo is a do-it-all CRM tool without being one-size-fits-all. While it offers all of the functionality available in higher cost products, such as Salesforce, you can customize the software to match your precise needs, adding and removing functionality as your business changes and grows. It’s this flexibility that makes it a one-stop solution for just about any organization, regardless of size. All of this earns Apptivo an Editors’ Choice for CRM software, which it shares with Sales Cloud and Zoho CRM.

Additional Tools

Apptivo has also upgraded its built-in CRM app capabilities, adding new tools called triggers to build custom workflow automation rules for any given app. Rules can be based on specific events, or by detecting events over time. The sales apps also include added tooling for managing multiple sales pipelines, and the ability to define built-in logic to control when deals can move to the next stage.

Apptivo has always offered the ability to create email templates and send emails to your contacts, but now supports mass email marketing through the ability to create targeted lists of CRM contacts for use in specific campaigns, for which you can create a custom email template using the platform’s visual designer.


  • Still lacking breadth of third-party integrations.
Sudeshna Negi

Author Sudeshna Negi

Sudeshna Negi is an avid reader and a freelance content developer for almost 7 years. An MBA in HR she has had a multifarious exposure in the CRM domain for a long time. She continues to write on CRM related articles and blogs.

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