Apptivo CRM vs Plutio

Apptivo CRM8.2Visit Plutio7.8Visit

Higher score Apptivo CRM #5 in Business Management 8.2/10 14-day trial Free trial✓ 0 of 3 features Visit Apptivo

vs

Plutio #8 in Business Management 7.8/10 7-day trial Free trial✓ 0 of 3 features Visit Plutio

• Apptivo CRM fits best

  Growing teams managing sales and financial workflows

• Plutio fits best

  Freelancers who want branded client portals

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Side by side

Feature	Apptivo CRM 8.2/10 Visit ↗	Plutio 7.8/10 Visit ↗
At a glance
Editor score	8.2	7.8
Ranking	#5 in Business Management	#8 in Business Management
Best for	Growing teams managing sales and financial workflows	Freelancers who want branded client portals
Pricing model	Paid	Paid
Starting price	—	$15/mo
Free plan	—	—
Free trial	14 days	7 days
Free trial length	14 days · no card needed	7 days · no card needed
Deployment	Cloud, Mobile	Cloud, Mobile
Platforms	Web, iOS, Android	Web
Support	Email, Live chat, Phone, Docs · 24/7	Email, Docs
Compliance	SOC 2, GDPR, SSO/SAML	SSO/SAML
Integrations	50+ integrations	5,000+ integrations
Built for	Small business, Mid-market, Enterprise	Solo, Small business, Mid-market
Features Apptivo CRM 0/3 · Plutio 0/3
Workflow automation	Not checked yet	Not checked yet
Financial tools	Not checked yet	Not checked yet
Mobile apps	Not checked yet	Not checked yet
Specs
Included users	Not checked yet	Not checked yet
Reporting	Not checked yet	Not checked yet
Deployment	Not checked yet	Not checked yet
Our review
Pros	Combines lead, contact, opportunity, quote, and invoice management Workflow and dashboard capacity increases across paid tiers Offers mobile apps, a REST API, and 50 integrations	Clients can view project progress, tasks, files, and invoices in one portal. Combines forms, projects, contracts, time tracking, scheduling, and automations. Integrates with Stripe, PayPal, Google Calendar, Zoom, and Zapier.
Cons	There is no free plan; access starts with a paid plan after the trial Custom integrations are listed for Enterprise, not the lower tiers Discounted annual plan fees are non-refundable	There is no free plan; the trial lasts 7 days. White-label branding and single sign-on are included with Max, not Core or Pro. Core and Pro have defined storage and monthly AI-credit and workflow-action limits.
Our verdict	Apptivo CRM brings customer records, sales pipelines, marketing workflows, quotes, and invoicing into a cloud-based system. It is aimed at small businesses, growing teams, and larger organizations that want to manage customer and sales… Read the review →	Plutio brings client-facing portals together with business management tools for freelancers, agencies, consultants, and small service businesses. Clients can see project progress and task status, access shared files, view invoices, make… Read the review →

Strengths and trade-offs

• Apptivo CRM — where it wins

  • Combines lead, contact, opportunity, quote, and invoice management
  • Workflow and dashboard capacity increases across paid tiers
  • Offers mobile apps, a REST API, and 50 integrations

  Where it doesn't

  • There is no free plan; access starts with a paid plan after the trial
  • Custom integrations are listed for Enterprise, not the lower tiers
  • Discounted annual plan fees are non-refundable

• Plutio — where it wins

  • Clients can view project progress, tasks, files, and invoices in one portal.
  • Combines forms, projects, contracts, time tracking, scheduling, and automations.
  • Integrates with Stripe, PayPal, Google Calendar, Zoom, and Zapier.

  Where it doesn't

  • There is no free plan; the trial lasts 7 days.
  • White-label branding and single sign-on are included with Max, not Core or Pro.
  • Core and Pro have defined storage and monthly AI-credit and workflow-action limits.

• Apptivo CRM8.2/10 · 14-day trial

  A configurable CRM that combines sales pipelines, marketing, quotes, and invoicing.

  Visit ApptivoFull verdict →
• Plutio7.8/10 · 7-day trial

  A client portal and business workspace, with white-label branding reserved for Max.

  Visit PlutioFull verdict →