The Apptivo Insider’s Guide
Everything we know about Apptivo in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Apptivo
The Insider’s Guide
Per-user CRM and business app suite with 65+ apps
Every plan, grade, refund rule and rival among CRM tools, read from Apptivo’s own pages.
Made by Apptivo · checked Nov 12, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Apptivo’s own pages, its app-store listings and our grades. Every fact in it is on Apptivo’s page too, where it is kept up to date. Checked Nov 12, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.4
GPA, above 41 of the 72 other CRM tools we grade
Apptivo is a cloud suite of business applications with a CRM at its center, covering leads, a sales pipeline, email sequences, invoicing, projects and automation triggers. It is sold per user in four plans that differ mainly in how many apps, custom fields, workflows and dashboards they allow. Every plan includes 24x7 support through online chat and email.
To get you started, here are 9 things to know about Apptivo, taken from its own pages and our grades.
With many apps and app-count limits, there is setup to do.
- 1
Best for a per-user CRM with many apps
Apptivo is a per-user CRM and business app suite with 65-plus apps.
- 2
Paid plans start at $15 a month for each person
As its pricing page puts it: $15 per user / month, billed annually ($20 billed monthly).
- 3
You can try it first
14-day free trial, no credit card
- 4
It runs on Web
Web.
- 5
Lead management
Default lead statuses and qualification cycles that can be configured, automatic lead allocation and email-to-lead capture.
- 6
Sales pipeline
Pipeline management for prospects, with forecast and sales quota dashboards to track attainment.
- 7
Email sequences
Automated email sequences that send follow-ups to prospects based on their response time.
- 8
A 2.4 GPA, above 41 of 72
That is against the other CRM tools we grade, on value, the free plan, features, ease of use and platforms.
- 9
Keep it
To replace Apptivo you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.
Apptivo at a glance
- Pricing
- Free trial, from $15 per user / month, billed annually ($20 billed monthly)
- Free plan
- No
- Free trial
- 14-day free trial, no credit card
- Runs on
- Web
- Made by
- Apptivo
- Category
- CRM Software
- Our grade
- 2.4 GPA, fair
The report card
Best for a per-user CRM with many apps
Apptivo is a per-user CRM and business app suite with 65-plus apps. Prices start at $15 a user a month billed yearly, but custom fields, workflows and dashboards are capped by plan, and monthly billing adds $5 or more.
| Subject | Grade | Comment |
|---|---|---|
| Value for money | B | $15 a user a month billed yearly sits at the edge of the cheapest quarter of CRM tools, against a $25 middle. Monthly billing is $20. |
| Free plan and trial | C | A 14-day free trial with no card needed. No free plan. |
| Features | C | Leads, pipeline, email sequences, automation, invoicing and projects. The listing's gap: custom fields, workflows and dashboards are capped by plan, so heavier setups need Premium. |
| Ease of use | C | No store rating on record. With many apps and app-count limits, there is setup to do. |
| Platforms and integrations | B | Web only, with Google Workspace, Microsoft 365, Slack, QuickBooks, PayPal and Xero connections. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who Apptivo is for
- Fits if you want CRM and invoicing in one per-user tool
- Works for a small team that will stay inside Lite or Premium limits
Who it is not for
- Skip it if you want a free plan, because only a 14-day trial is offered
- Tight if you need custom fields or workflows, which are capped on Lite
- Pricey if you pay monthly: it adds $5 a user on Lite and Premium and $10 on Ultimate
- Watch out: Enterprise has no published price
Good to know
Good for
- Small sales teams that want a low per-user price
- Businesses that want CRM, invoicing and projects in one suite
Worth knowing
- Monthly billing adds $5 per user on Lite and Premium and $10 on Ultimate over the annual price.
- No free plan; the vendor offers a 14-day free trial and a one-to-one demo.
- Custom fields, workflows and dashboards are capped by plan, so heavier setups need Premium or above.
- Enterprise has no published price.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
$15
A month to start, for each person
Apptivo is a paid product with a free trial, starting at $15 per user / month, billed annually ($20 billed monthly).
Lite
$15
per user / month, billed annually ($20 billed monthly)
For small sales teams: 18 apps, 100 custom fields per app, 25 workflows and 8 custom dashboards.
Premium
$25
per user / month, billed annually ($30 billed monthly)
For growing teams: 46 apps, 250 custom fields per app, 75 workflows and 25 custom dashboards.
Ultimate
$40
per user / month, billed annually ($50 billed monthly)
For large teams: 57 apps, 350 custom fields per app, 150 workflows and 50 custom dashboards.
Enterprise
Custom
65 apps, 500 custom fields per app, 300 workflows, 100 dashboards, custom integration and an SLA with an account manager.
Trying it first
14-day free trial, no credit card
Read from apptivo.com on Nov 12, 2026.
Ways to pay less
Annual discount
Lower per-user price with annual billing
The pricing toggle shows annual billing at $15, $25 and $40 per user a month, against $20, $30 and $50 billed monthly.
Stated on apptivo.com
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
1
Place it runs: Web
Per-user CRM and business app suite with 65+ apps. Here is what it does, as its own site describes it, and what it covers: sales pipeline, workflow automation, invoicing, reports, email campaigns, dashboards.
Leads, pipeline, email sequences, automation, invoicing and projects.
- Lead management
- Default lead statuses and qualification cycles that can be configured, automatic lead allocation and email-to-lead capture.
- Sales pipeline
- Pipeline management for prospects, with forecast and sales quota dashboards to track attainment.
- Email sequences
- Automated email sequences that send follow-ups to prospects based on their response time.
- Automation triggers
- Triggers run predefined actions, such as sending an email or updating a record, when an event happens in Apptivo.
- Invoicing and projects
- An online billing app invoices customers and collects payments, and project apps sit in the same suite.
- Plan limits by app count
- The number of included apps rises from 18 on Lite to 65 on Enterprise, with matching limits on custom fields, workflows and dashboards.
Where it runs
- Web
What it works with
- Google Workspace
- Microsoft Office 365
- Slack
- QuickBooks
- PayPal
- Xero
Apptivo is made by Apptivo.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
41/72
Other CRM tools it is graded above
Apptivo's GPA of 2.4 is higher than 41 of the 72 other CRM tools we grade, and level with 17.
It stands best on value for money (B, above 64 of 72) and worst on features (C, above 1).
Its paid plans start at $15 a month for each person, against a middle price of $27.92 for the category: 16 of the 66 others that charge start lower.
On features, ease of use and platforms it scores 2.3 out of 4. 12 tools score higher and cost less.
Each grade against the category
Every bar is all 73 CRM tools we grade, cut by the letter each got. Apptivo’s own letter is outlined.
- BValue for moneyAbove 64 of 72
- CFree plan and trialAbove 22 of 72
- CFeaturesAbove 1 of 72
- CEase of useAbove 1 of 72
- BPlatforms and integrationsAbove 10 of 72
Price against what you get
Each dot is one of 67 CRM tools. Further left costs less; higher up scores better on features, ease of use and platforms. Apptivo is the marked dot.
What paid plans start at, a month (each step along is roughly double) →
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
Keep it
To replace Apptivo you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.
It costs $180 a year.
What you could make
- Sales pipeline, invoicing and reports: an app builder makes these well.
What you could not
- Connections to other products, each kept working as those products change.
- Newsletters sent to thousands of people that still reach the inbox.
- Connections that pull numbers from dozens of other services.
- It is priced for each person, which means accounts and billing for a team.
What this rests on. Apptivo’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Zoho CRM, Insightly, Bitrix24, Vtiger and Pipedrive
The 5 tools Apptivo is most often weighed against, with where each one differs from it.
- 2.6GPA
Zoho CRM
Free plan · from $14/mo
Sales CRM with a free edition, process automation and Zia AI.
- Zoho CRM has a free plan. Apptivo does not, though it has a free trial.
- Only Zoho CRM lists iOS and Android apps.
- Apptivo also covers invoicing, reports, email campaigns and dashboards.
- 2.2GPA
Insightly
Free trial · from $29/mo
CRM with built-in project management for after the sale.
- Only Insightly lists iOS and Android apps.
- Apptivo also covers invoicing, email campaigns and dashboards.
- Insightly also covers tasks.
- 2.8GPA
Bitrix24
Free plan · from $49/mo
Flat-priced CRM with tasks, chat, video calls and a site builder.
- Bitrix24 has a free plan. Apptivo does not, though it has a free trial.
- Only Bitrix24 lists macOS, Windows, Linux, iOS and Android apps.
- Bitrix24 is self-hostable, according to its own site.
- 2.8GPA
Vtiger
Free plan · from $12/mo
All-in-one CRM with a free cloud plan and an open-source edition.
- Vtiger has a free plan. Apptivo does not, though it has a free trial.
- Only Vtiger lists iOS and Android apps.
- Vtiger is open source and self-hostable, according to its own site.
- 2.2GPA
Pipedrive
Free trial · from $14/mo
Sales CRM organized around visual deal pipelines.
- Only Pipedrive lists iOS and Android apps.
- Apptivo also covers invoicing, reports, email campaigns and dashboards.
- Pipedrive also covers transcription and kanban boards.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
13
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Apptivo free?
No, Apptivo is a paid product, but you can try it first. 14-day free trial, no credit card.
How much does Apptivo cost?
Apptivo lists 4 plans. Lite: $15 per user / month, billed annually ($20 billed monthly).
What platforms does Apptivo work on?
Apptivo is available on Web.
Does Apptivo offer any discounts?
Apptivo publicly lists the following: Lower per-user price with annual billing.
Does Apptivo have an Android app?
No Android app was listed when its pages were read on Nov 12, 2026. Apptivo is listed for Web.
Does Apptivo have an iPhone app?
No iPhone app was listed when its pages were read on Nov 12, 2026. Apptivo is listed for Web.
Is Apptivo open source?
Apptivo is not described as open source on its own site, as read on Nov 12, 2026.
What does Apptivo integrate with?
Apptivo's listing names Google Workspace, Microsoft Office 365, Slack, QuickBooks, PayPal and Xero.
Who makes Apptivo?
Apptivo is made by a company of the same name.
What are the alternatives to Apptivo?
The closest alternatives to Apptivo in our directory are Zoho CRM, Insightly, Bitrix24, Vtiger and Pipedrive.
How does Apptivo compare with other CRM tools?
Apptivo's GPA of 2.4 is higher than 41 of the 72 other CRM tools we grade, and level with 17.
Is Apptivo good value for money?
ToolGPA grades Apptivo B for value for money. Its paid plans start at $15 a month for each person, against a middle price of $27.92 for the category: 16 of the 66 others that charge start lower.
Could I make my own version of Apptivo?
To replace Apptivo you would be making connections to other products, each kept working as those products change.
Where this guide comes from
The prices, plans, platforms and features were read from Apptivo’s own pages on Nov 12, 2026, and the grades were given on Nov 12, 2026. Graded from this listing, whose facts were read from Apptivo's own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Apptivo. Prices change, so check apptivo.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
5,038
Tools graded, in 95 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
5,038
tools graded
95
categories
739
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Apptivo, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/apptivo
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Apptivo: The Insider's Guide", checked Nov 12, 2026. https://toolgpa.com/tools/apptivo
Know someone choosing between CRM tools?
Send them this guide: toolgpa.com/tools/apptivo/guide
ToolGPA elsewhere: youtube.com/@toolgpa
See our other guides
The best-graded CRM tools after Apptivo, each with an Insider's Guide of its own.
- CRM Software Insider's GuideEvery one of the 73 CRM tools we grade, compared
- HubSpot Insider's GuideFree CRM at the center of a marketing, sales and service suite3.2 GPA
- Bigin by Zoho CRM Insider's GuidePipeline-based CRM from Zoho for small businesses2.8 GPA
- Bitrix24 Insider's GuideFlat-priced CRM with tasks, chat, video calls and a site builder2.8 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Apptivo’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Apptivo is a trademark of its owner, and this guide is not made, paid for or approved by Apptivo. Prices and plans change: check apptivo.com before you buy.