OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Apptivo CRM review: 54 specs compared

Starting price:15 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

Apptivo CRM Review: Compare 54 technical specifications, 9 expert and video reviews and 3 best-of lists to see how this product ranks in the CRM Software category and whether it is worth buying.

Apptivo CRM
8.6/10

Overall score

Score
8.6/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
▼
<55-66-77-88-99-10
★ Better than 95% of models
Score components

40%

9.3

Technical score

30%

8.2

Reviews score

30%

8.2

List score

★Better than 95% of CRM software
9.3

Technical score

Technical score
9.3/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
★ Better than 97% of models
Score components

25%

8.4

Product & Pricing

25%

10

Core CRM

20%

10

Sales & Automation

15%

9.4

Integrations & Access

15%

8.5

Security & Deployment

★Better than 97%
8.2

Reviews score

Reviews score
8.2/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 65% of models

80%

8.0

Average grade

20%

9.0

Popularity

Grades by review (9)
6 reviews + 3 videos, average 7.9/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
▲Better than 65%
8.2

List score

List score
8.2/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (3)
List score: in 3 of 44 lists (7%)
★Better than 90%
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about Apptivo CRM

Based on 6 · 4

Reviewers praise responsive support and strong customization, but find the interface dated, hard to learn and short on key features.
Praised
Criticised
Pick a topic to see who said what
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Technical Specifications of CRM platform Apptivo CRM

Technical score
Technical score
9.3/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
★ Better than 97% of models
Score components:

25%

8.4

Product & Pricing

25%

10

Core CRM

20%

10

Sales & Automation

15%

9.4

Integrations & Access

15%

8.5

Security & Deployment

9.3
Reviews score
8.2
List score
8.2
Starting price
15 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 15 USD/user/mo, which is lower than that of 92.2% of CRM platforms and equal to that of 0.9% of CRM platforms.
Lite plan starts at $15/user/month billed annually or $20 billed monthly.
Billing period
Monthly, Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
14-day free trial on all plans; free tier discontinued.
Free trial
yes
This CRM platform offers a time-limited free trial.
14-day free trial available without credit card.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
What reviewers say
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Custom fields and drag-and-drop master layouts.
Show more
What reviewers say
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Apptivo AI assistance for automated email drafting and summary notes.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Workflow rules, triggers, and automated actions.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Lead scoring and qualification monitoring.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Two-way email sync with IMAP, Gmail, and Microsoft 365, with email tracking.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Sales revenue forecasting and pipeline trend reports.
Show more
What reviewers say
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Apptivo marketplace with integrations for accounting, payment gateways, and apps.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
RESTful API with comprehensive developer documentation.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Configurable outgoing webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Native mobile apps for iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
CSV, Excel import and export tools.
Show more
What reviewers say
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Single sign-on with Google, Microsoft 365, and SAML 2.
Security certifications
SOC 2 Type II, ISO 27001
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Role-based access control with granular permission sets.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Administrative audit logs tracking logins, edits, and security events.
Supported operating systems
Web, iOS, Android
Show more

Apptivo CRM vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • 24 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Apptivo CRM
    the average CRM platform
    Apptivo CRM has a lower starting price than the average CRM platform (15 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    15 USD/user/mo vs 39 USD/user/mo
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Single sign-on with Google, Microsoft 365, and SAML 2.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Apptivo AI assistance for automated email drafting and summary notes.
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom App Builder allows creating user-defined apps and object types.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Sales revenue forecasting and pipeline trend reports.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    SMS and multi-channel communication tools.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (50 GB vs 10 GB).
    50 GB vs 10 GB
  • 8.2% better value for money
    Apptivo CRM offers better value for money than the average CRM platform (9.03 vs 8.3).
    9.03 vs 8.34
  • 3.8% higher review score
    Reviews score
    8.2/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    ▼
    <55-66-77-88-99-10
    ▲ Better than 65% of models

    80%

    8.0

    Average grade

    20%

    9.0

    Popularity

    Grades by review (9)
    6 reviews + 3 videos, average 7.9/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.2 vs 7.9
  • 24 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Apptivo CRM
    the average CRM platform
    Apptivo CRM has a lower starting price than the average CRM platform (15 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    15 USD/user/mo vs 39 USD/user/mo
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (50 GB vs 10 GB).
    50 GB vs 10 GB
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom App Builder allows creating user-defined apps and object types.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Built-in Projects app manages milestones, tasks, and project budgets.
  • Offers real estate features or templates
    This CRM platform offers real estate features or templates, while the average CRM platform does not. 11.3% of CRM platforms offer this support.
    Dedicated real estate templates or property management features: yes
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Dedicated external client portal: yes
  • Supports time tracking
    This CRM platform supports time tracking, while the average CRM platform does not. 20.1% of CRM platforms offer this feature.
    Native billable time tracking and task timer: yes
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Apptivo AI assistance for automated email drafting and summary notes.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Sales revenue forecasting and pipeline trend reports.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Lead scoring and qualification monitoring.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Automated email sequences and follow-up cadence.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Apptivo Campaigns app provides email marketing and contact list targeting.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    RingCentral, Nextiva, and Twilio VoIP telephony integration.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Apptivo eSignature app allows signing quotes and contracts electronically.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    SMS and multi-channel communication tools.
  • Wider interface language choice
    This CRM platform offers a wider choice of interface languages than the average CRM platform (2-4 languages vs English only).
    2-4 languages vs English only
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Single sign-on with Google, Microsoft 365, and SAML 2.

    Video reviews

    Hands-on testing and real-world video evaluations

    8.0
    Bytes Media
    ≈ estimated
    01/06/2025
    Short review · overview of features, pricing and risks
    Verdict
    Apptivo CRM is robust, affordable and well integrated, suiting businesses that want one dashboard, though setup and cost can overwhelm.
    9.0
    Wise Explainer
    ≈ estimated
    26/08/2024
    Short overview · features, integrations and setup considerations
    Verdict
    Apptivo CRM is a good fit for small to medium businesses that need a customizable, affordable system.
    6.0
    TechnologyAdvice
    ≈ estimated
    16/04/2021
    Short overview · features and pros and cons
    Verdict
    Apptivo CRM is customizable and well regarded, but its dated design and steep learning curve hold it back.
    7.0
    TechnologyAdvice
    ≈ estimated
    16/11/2015
    Short walkthrough · features and who it suits
    Verdict
    Apptivo CRM suits companies with varied software needs across departments, and is less ideal for those wanting best-of-breed tools.

    Expert reviews

    In-depth analysis and verdict from leading tech publications

    8.0
    marketingtoolpro.com
    ≈ estimated
    24/05/2025
    Hands-on test · Business management CRM
    Verdict
    Apptivo CRM suits small firms that want invoicing, inventory and projects in one tool, but its mobile app is weaker and it has fewer integrations.
    8.0
    techradar.com
    ✓ explicit
    13/10/2021
    Expert review · Small business CRM
    Verdict
    Apptivo CRM suits small businesses that want 24/7 live human support, but its interface feels dated and it lacks advanced enterprise features.
    8.0
    pcmag.com
    ✓ explicit
    08/05/2026
    Expert review · Customizable sales CRM
    Verdict
    Apptivo CRM suits patient teams that want customizable dashboards and detailed lead profiles, though its learning curve and clumsy imports take time.
    8.0
    croclub.com
    ≈ estimated
    17/02/2026
    Feature review · Simple CRM
    Verdict
    Apptivo CRM is a simple, customizable option for small to mid-sized teams with good support, but it is too basic for large enterprises.
    8.0
    me.pcmag.com
    ✓ explicit
    08/05/2026
    Hands-on test · Lead-focused CRM
    Verdict
    Apptivo CRM suits teams that want detailed lead profiles and flexible dashboards, but its learning curve is steep and it has no AI tools.
    8.0
    techrepublic.com
    ≈ estimated
    27/08/2024
    Feature review · Sales CRM
    Verdict
    Apptivo CRM suits sales teams that want lead routing, quotes and scheduled reports in one tool, though imports are slow and the mobile app is limited.

    Third-party reviews

    What we like about Apptivo CRM

    • Expansive suite of integrated business apps spanning CRM, invoicing, and projects.
    • Highly affordable entry pricing providing broad capability on modest budgets.
    • Customizable sales pipelines with integrated product catalog and quote builder.
    • Field service and expense management tools directly attached to customer records.

    What we don't like about Apptivo CRM

    • User interface can feel fragmented across different functional application modules.
    • Administrative configuration is somewhat disjointed with a notable learning curve.
    • Customer support responsiveness can vary on lower-priced subscription plans.

    Verdict

    Apptivo CRM is an integrated, cloud-based business management and sales solution designed for small-to-midsize businesses seeking an extensive, cost-effective all-in-one suite. It brings together lead, contact, and opportunity tracking with built-in quote generation, invoicing, project management, and field-service ticketing. Key strengths include its comprehensive functional coverage under a single subscription, strong field and layout customizability, and affordable tiered pricing. On the other hand, its user interface feels dated compared to modern alternatives, navigation across disparate modules can be cumbersome, and customer support responsiveness can vary on entry-level plans.

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