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Apptivo Review

CRM SOFTWARE

Apptivo overall score 6.5/10 from equal-weight CRM criteria. Lite $15/$20, Premium $25/$30, Ultimate $40/$50 annual/monthly per user. Enterprise custom.

Last updated 2026-08-16Independent editorial review
  • Starting price

    $15.00/user/month

  • Free plan

    No

  • Free trial

    Yes

  • Best for

    SMBs wanting CRM plus adjacent business apps

SoftwareGlimpse review

6.5/10

Average

  • Ease of use7
  • Pipeline management7
  • Sales automation6
  • Email capabilities6
  • Reporting6
  • Customization7
How we score →

How Apptivo fits different sales scenarios

Use cases pair SoftwareGlimpse fit analysis with official workflow demos when ResearchMedia is linked — not brand promo videos from Overview.

  • 1Use case

    Pipeline management

    Track deals through stages, keep ownership clear, and see where opportunities stall.

    • Track deals through stages, keep ownership clear, and see where opportunities stall.
    • SMBs wanting CRM plus adjacent business apps
    • Apptivo is positioned around Affordable all-in-one CRM and business apps suite for SMBs that want more than sales pipeline alone. That focus is useful when buyers want a clear primary job rather than an everything-platform.

    SoftwareGlimpse fit analysis

    Advance deals visually across customizable stages.

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    Apptivo pipeline teaching visual
    SoftwareGlimpse teaching placeholder for Apptivo pipeline concepts.

    Official vendor workflow demo

    This video is hosted on YouTube

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    Official vendor video

    What is Apptivo?

    What this shows

    • Apptivo product overview and app suite positioning
    • CRM suite navigation as marketed by Apptivo

    What this workflow demonstrates

    • Apptivo product overview and app suite positioning
    • CRM suite navigation as marketed by Apptivo

    Source: Official Apptivo. This is vendor training/demo content — not SoftwareGlimpse instruction.

  • 2Use case

    Contact management

    Keep people, companies, and interaction history in one searchable system.

    • Keep people, companies, and interaction history in one searchable system.
    • Buyers comparing low per-user Lite/Premium pricing
    • Competitive Lite/Premium/Ultimate pricing

    SoftwareGlimpse fit analysis

    Organize contacts and decide which leads become deals.

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  • 3Use case

    Sales automation

    Reduce repetitive follow-ups with workflows that still need human judgment.

    • Reduce repetitive follow-ups with workflows that still need human judgment.
    • Teams needing customizable all-in-one suite
    • All-in-one suite positioning

    SoftwareGlimpse fit analysis

    Annual discounts published

    Explore use case →
  • 4Use case

    Reporting

    Forecast and pipeline reporting managers can trust without spreadsheet rebuilds.

    • Forecast and pipeline reporting managers can trust without spreadsheet rebuilds.
    • Annual discounts published

    SoftwareGlimpse fit analysis

    Review pipeline health and outcomes in reporting views.

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  • 5Use case

    Inbound sales

    Capture inbound demand, assign owners fast, and qualify into pipeline without inbox chaos.

    • Capture inbound demand, assign owners fast, and qualify into pipeline without inbox chaos.
    Explore use case →
  • 6Use case

    Field sales

    Keep territory visits, notes, and follow-ups visible when sellers work away from the desk.

    • Keep territory visits, notes, and follow-ups visible when sellers work away from the desk.
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  • 7Use case

    Customer follow-up

    Never drop promised next steps — tasks, reminders, and history attached to the right record.

    • Never drop promised next steps — tasks, reminders, and history attached to the right record.
    Explore use case →

Use case information is based on product evidence and common customer workflows. Official demos illustrate vendor workflows; they are not SoftwareGlimpse testing claims.