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2024 Apptivo Review: Features, Pricing & More

Name: Apptivo
Brand: Apptivo
SKU: APPTIVO-2024
Price: 20.00 USD
Availability: InStock

Author

Lydia Dawson

Contributor

Biography

Lydia Dawson is a technology writer and editor with a distinctive combination of creative writing and project management expertise. Before taking on her role as editor at ProjectManagementTools.com, Lydia spent years managing complex projects within the tech industry, where she developed a deep understanding of the tools and strategies that drive successful project outcomes. Her transition to writing allowed her to blend her storytelling skills with her technical knowledge, creating content that is both informative and engaging. Lydia is known for her ability to distill complex project management concepts into accessible, actionable insights. Outside of work, she enjoys reading historical fiction and keeping up with the latest trends in AI and software development.

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Factcheck By:

Anthony Carter

Editor

Biography

Anthony Carter is a veteran technology writer and editor with deep roots in the construction and project management industries. With decades of hands-on experience managing large-scale construction projects, Anthony has a unique perspective on the intersection of technology and construction. His career has been marked by his ability to integrate advanced project management tools into the construction process, improving efficiency and outcomes. Now, as the editor at ProjectManagementTools.com, Anthony leverages his extensive experience to create content that is both practical and insightful, catering to professionals who seek to stay ahead in a rapidly evolving industry. Outside of work, Anthony enjoys woodworking and mentoring aspiring construction managers.

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Latest Update: Sep 5, 2024, 5:40 pm

Our Verdict

As an all-in-one business solution, this platform integrates CRM, project management, and invoicing to streamline operations for small and mid-sized companies. It provides the flexibility to manage projects, track sales, and handle billing, all within a single system. The ability to tailor workflows makes it adaptable to various industries and business needs.

For users primarily focused on project management, the platform's broad feature set might feel unnecessary. Those in need of a dedicated project tool may find the extra business management functions excessive, but for businesses seeking a unified system, it serves as a comprehensive option.

Pros

Lots of features
Mobile App
Customer support

Cons

Slow at times
Basic reporting
No profile merging

Free plan available

yes

Subscription Price

Starts at $20 per user per month

Integrations

123FormBuilder, ActiveCampaign, ActiveDEMAND, Acuity Scheduling

Expert Review

4.3

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Best For

CRM

24/7 Support

Mobile App

Cancellation period

Overview

Why we like it

This CRM solution is a cloud-based selection of applications for improving workflow. It’s covers financials, supply chain, and human resources in one neat package. As far as customer relationship management solutions go, we find this one excellent for small businesses. It’s got a range of modules with contact and lead management, customer ticket management, opportunity management, and so on. Having these separate modules is a standout feature for us.
Apptivo is available for $8/user/month, a plan that comes with 18 apps, 100 custom fields and 8 custom dashboards. Helpfully, businesses can simply select the apps they need rather than taking on all of them, resulting in a clutter-free, useful setup. It’s a feature we really like and helps to set Apptivo apart. Businesses looking for a streamlined, easily customizable CRM will find Apptivo ticks all the boxes.