Apptivo CRM review
A customizable CRM for small businesses that need sales, automation, and billing tools.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Apptivo CRM is a cloud-based customer relationship management platform for small businesses, growing teams, and larger organizations. It brings together lead and contact management, sales pipelines, opportunity tracking, email communication, marketing campaigns, quotes, invoicing, recurring billing, and workflow automation. Custom fields, reports, dashboards, views, and layouts let teams adapt the system to their processes. Mobile access covers contacts, leads, opportunities, tasks, events, notes, and documents, while e-signature and broader business applications extend its role beyond a basic sales database.
The paid plans scale mainly by application breadth and customization. Lite includes 18 apps, 100 custom fields per app, 25 workflows, and 8 custom dashboards. Premium raises those limits to 46 apps, 250 custom fields per app, 75 workflows, and 25 custom dashboards. Ultimate provides 57 apps, 350 custom fields per app, 150 workflows, and 50 custom dashboards. Enterprise reaches 65 apps, 500 custom fields per app, 300 workflows, and 100 custom dashboards, while adding custom integration and 24x7 support with an SLA. The published plans show third-party service integration and 24x7 support on the lower tiers. A 14-day trial is available, and the pricing details show monthly and annual billing.
Integration coverage suits businesses connecting CRM activity with accounting, payments, calendars, communications, storage, and office tools. Listed integrations include QuickBooks, Xero, Authorize.Net, PayPal, Stripe, Google Calendar, Google Tasks, Google Contacts, Google Forms, Microsoft Office 365, Asterisk, Fuze, RingCentral, Nexmo, and Dropbox. A REST API supports additional connections. Apptivo is a strong fit for teams that want CRM and billing in one configurable suite, particularly when mobile access and automation matter. Businesses seeking a free CRM or a simpler, narrowly focused sales tool should consider alternatives.
Apptivo CRM pros and cons
- Where it wins
- Combines CRM, quoting, invoicing, and recurring billing
- Workflow, email, and marketing automation support
- Web, iOS, Android, API, and third-party integrations
- Where it doesn't
- No free plan is available
- Paid tiers add complexity as app and workflow needs grow
- Enterprise integration and SLA support require the top tier
Apptivo CRM fact sheet, pricing and score →
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