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Apptivo Review

Product Snapshot

Product Pricing
  • Starter – free
  • Premium – $8 per user per month
  • Ultimate – $20 per user per month
  • Enterprise – Contact vendor directly for pricing information

Product is available as a SaaS solution.

Customer Focus

Vendor works with small, midsize and enterprise-level businesses.

Select Customers

Big Train, Comprehensive Glass Works, Mint Consulting Group, New Horizon Real Estate Ventures


About Apptivo

Apptivo Apptivo is a suite of fully featured CRM solutions provided as several downloadable apps. Users are able to track cases and leads, manage contacts and customers, and keep tabs on service orders issued to the organization.

Built-in apps for customer service allow users to centralize all contact and bio information about customers in a single resource accessible to all sales staff. Apptivo CRM also serves as a repository for potential leads. Using the Leads App users can share info on leads and keep a coherent time table for follow-ups and contact attempts. The program can be integrated with the functions of other Apptivo apps specializing in other fields like Project Management, Human Resources, and Marketing.

About the Company

Apptivo was founded in 2009 and is headquartered in Fremont, California.


Apptivo Key Features

  • Single resource for customer contacts, interactions, documents
  • Full integration with Cases, Supply Chain, Invoicing, and Projects apps
  • Maintain customer, distributor, partner, supplier contacts in same database
  • Contact information tracking
  • Identify service order tasks and items
  • Schedule workload
  • Lead qualification
  • Conversion of leads to orders
  • Schedule contact and follow-ups with leads and existing customers


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