PRICING

Affordable CRM - Powerful Features - Zero hidden cost

Simple Plans • No Contract • No Credit Card



Monthly
Yearly


Lite

Dedicated for small sales teams to manage deals & send quotes

$20/MO

Per user/Billed Monthly


Try For Free

18 Apps

100 Custom Fields Per App

25 Workflows

8 Custom Dashboards

3rd Party Service Integration

24x7 Support

Premium

Suitable for fast-growing teams that need an all-in-one CRM

$30/MO

Per user/Billed Monthly


Try For Free

46 Apps

250 Custom Fields Per App

75 Workflows

25 Custom Dashboards

3rd Party Service Integration

24x7 Support

Ultimate

For large teams that need automation and integrations

$50/MO

Per user/Billed Monthly


Try For Free

57 Apps

350 Custom Fields Per App

150 Workflows

50 Custom Dashboards

3rd Party Service Integration

24x7 Support

Enterprise

Best for enterprise organizations that require complex integrations



Contact Us

65 Apps

500 Custom Fields Per App

300 Workflows

100 Custom Dashboards

Custom Integration

24x7 + SLA

Account Manager



Features

Lite

Premium

Ultimate

Enterprise

Features

Lite

Premium

Ultimate

Enterprise

# of Users

Pay Per User

Pay Per User

Pay Per User

Contact Us

Monthly Pricing (Billed Monthly)

$20

$30

$50

Custom Price

Monthly Pricing (Billed Annually)

$15

$25

$40

Custom Price

Platform

Cloud

Cloud

Cloud

Cloud

# of Apps

18

46

57

65

Two-Factor Authentication

Lead List Management
i Organize and track potential business leads for effective outreach.
Contact Management
i Streamline the management of contacts, enabling users to maintain detailed records, communication history, and activities.
Tasks, Appointments and Notes
i Effortlessly organize and oversee your follow-ups, meetings, tasks, and other daily activities with ease.
Filters
i Selectively view and analyze specific sub-sets of the data based on your defined criteria or user-defined parameters.
Product Catalog
i Manage and access all your inventory items in one centralized location with ease.
Deal/Opportunity Management
i Track and optimize your opportunities for better conversions, including the pipeline, communication, and its activities.
Notifications
i Keeps users informed about record actions and activities, including News Feeds and Email Feeds.
Clone Records
i Duplicate existing records, saving time and effort.
Adding and Sharing Files
i Easily access and share all pertinent documents, including proposals or contracts, by uploading them.
Multiple Sales Pipeline
i Create distinct sales journeys for different types of customers.
Webform to Lead
i Capture prospect details and streamline lead generation with a webform-to-lead solution.
Custom Fields Mapping
i Map fields between associated applications, facilitating a smooth conversion process.
Webhooks
i Push information to the end point of your choice (third-party application) based on an event.
Relationships
i A comprehensive view of relationships between leads, contacts, and other relevant data points.
Items ECommerce
i Track inventory, manage product listings, and process orders.
Email Sequence
i Automate prospect engagement with a pre-set email sequence.
Notification Builder
i Customize your notifications by creating personalized email messages, to designated recipients based on the event.
SMS
i Integrates SMS functionality, allowing users to communicate with leads, contacts, and customers via text messages.
CPQ - Bills of Material
i Effortlessly configuring products, accurately pricing offerings, and swiftly generating personalized quotes for an efficient sales cycle.
Custom Applications
i Build code-free applications to address unique business needs and seamlessly integrate them into existing systems.
Sales Stage Automation
i Effortlessly customize opportunities, manage stages precisely, and automate activities such as Events, Tasks, Follow-ups, and Emails at each stage.

15

30

50

100

Custom Fields Per App
i Create and tailor custom fields to your specific needs within each app

100

250

350

500

Workflows (No. of Triggers Per Account)
i Automation tool for executing actions based on conditions. Classified as Event-Based and Time-Based, they offer flexible automation of business rules for efficiency.

25

75

150

300

Custom Views
i Tailor your view by selecting fields, applying filters, and sorting data to meet your specific requirements.

25

100

200

400

Summary Dashboard
i Visualize essential data, metrics, and reports for clear insights.

25

100

200

400
2-way Email Sync
i Enable 2-way Sync with your Gmail, Outlook, or company email accounts, enabling you to seamlessly compose, send, and receive emails directly within Apptivo.
Email Integration via IMAP
i Integrates email using the IMAP protocol, ensuring seamless communication and synchronization of emails.
Email Templates
i Create email templates with pre-defined content for sending personalized emails, minimizing effort.
Email Open and Click Tracking
i Provides insights into the status of sent emails, allowing users to track when prospects open emails or click on embedded links.
Referral Tracking
i Track and manage the source, status, and outcome of the referrals from existing customers or partners.
Campaigns Management
i Create targeted email campaigns, track customer responses, and analyze the effectiveness of marketing campaigns.
Marketing Automation
i Automate, Streamline and optimize multiple marketing activities.
Email Sequencing
i Send a series of automated and personalized emails to leads or customers at specific intervals.
Mass Emails + Email Sequencing
Quota (Emails/User/Month)
i Send personalized emails to selected recipients in bulk to improve customer experience.

1000

3000

5000
File Storage
i A centralized repository for storing and organizing files within the Apptivo, ensuring easy access to relevant documents.

1GB/User

3GB/User

10GB/User

15GB/User

Data Backup
i Periodically perform manual backups of your entire data.
Data Export
i Download data from Apptivo in CSV or XLSX format.
Data Import
i Effortlessly import new data or update existing records from a spreadsheet in each application, automatically handling duplicate records and associating them with existing entries.

Migration From Other CRMs

Multiple Firm Access
i Manage and access multiple firm accounts within Apptivo, making it ideal for organizations with diverse business entities.
Custom Branding
i Brand your application to foster a strong sense of ownership.
Field-based Security
i Limit access to particular fields based on the roles assigned to users.
Role-based security
i Set permissions and privileges to enable access to authorized users.
Territory Management
i Manage and distribute customer accounts among sales representatives according to their designated territories.
Data Set Access
i Data Sets to grant access privileges for a specific group of people to a set of records
Standard Reports
i Pre-built reports that provide a broad view of data and insights.
Standard Dashboards
i Dashboards include charts, graphs, and visual elements that offer key insights, providing a comprehensive overview of sales performance.
Performance Dashboard
i Experience real-time visibility into key performance indicators (KPIs) and other important metrics,aiding in decision-making and strategic planning.
Win/Loss/Lead Analysis
i Gain insights into the factors driving successful and missed deals, empowering strategic decision-making
Kanban View
i Efficiently manage tasks and workflows with the intuitive Kanban View.
Custom Reports
i Create personalized reports that cater to your specific business needs.

5

25

50

100

Custom Charts/Dashboards
i Generate a tailored chart to meet specific business requirements and incorporate it into the team dashboard for enhanced visualization.

8

25

50

100

Schedule Reports
i Schedule and send automated reports at predefined intervals.

10

30

50


3,000 Calls/User/Day

5,000 Calls/User/Day

20,000 Calls/User/Day

30,000 Calls/User/Day

# of Users

Pay Per User

Pay Per User

Pay Per User

Contact Us

iOS

Android

Windows

MacOS

Email Support (hours/days)

24/7

24/7

24/7

SLA

Knowledge Base

How-To Videos

Webinars

Phone Support (hours/days)

24/5

24/5

24/5

SLA

Live Chat Support (hours/days)

24/7

24/7

24/7

SLA

Training Support

SLA

Dedicated Account Manager

Dedicated Instance

Dedicated Customization

White Labeling

Sales Automation

Lite

Premium

Ultimate

Enterprise

Lead List Management
i Organize and track potential business leads for effective outreach.
Contact Management
i Streamline the management of contacts, enabling users to maintain detailed records, communication history, and activities.
Tasks, Appointments and Notes
i Effortlessly organize and oversee your follow-ups, meetings, tasks, and other daily activities with ease.
Filters
i Selectively view and analyze specific sub-sets of the data based on your defined criteria or user-defined parameters.
Product Catalog
i Manage and access all your inventory items in one centralized location with ease.
Deal/Opportunity Management
i Track and optimize your opportunities for better conversions, including the pipeline, communication, and its activities.
Notifications
i Keeps users informed about record actions and activities, including News Feeds and Email Feeds.
Clone Records
i Duplicate existing records, saving time and effort.
Adding and Sharing Files
i Easily access and share all pertinent documents, including proposals or contracts, by uploading them.
Multiple Sales Pipeline
i Create distinct sales journeys for different types of customers.
Webform to Lead
i Capture prospect details and streamline lead generation with a webform-to-lead solution.
Custom Fields Mapping
i Map fields between associated applications, facilitating a smooth conversion process.
Webhooks
i Push information to the end point of your choice (third-party application) based on an event.
Relationships
i A comprehensive view of relationships between leads, contacts, and other relevant data points.
Items ECommerce
i Track inventory, manage product listings, and process orders.
Email Sequence
i Automate prospect engagement with a pre-set email sequence.
Notification Builder
i Customize your notifications by creating personalized email messages, to designated recipients based on the event.
SMS
i Integrates SMS functionality, allowing users to communicate with leads, contacts, and customers via text messages.
CPQ - Bills of Material
i Effortlessly configuring products, accurately pricing offerings, and swiftly generating personalized quotes for an efficient sales cycle.
Custom Applications
i Build code-free applications to address unique business needs and seamlessly integrate them into existing systems.
Sales Stage Automation
i Effortlessly customize opportunities, manage stages precisely, and automate activities such as Events, Tasks, Follow-ups, and Emails at each stage.

15

30

50

100

Custom Fields Per App
i Create and tailor custom fields to your specific needs within each app

100

250

350

500

Workflows (No. of Triggers Per Account)
i Automation tool for executing actions based on conditions. Classified as Event-Based and Time-Based, they offer flexible automation of business rules for efficiency.

25

75

150

300

Custom Views
i Tailor your view by selecting fields, applying filters, and sorting data to meet your specific requirements.

25

100

200

400

Summary Dashboard
i Visualize essential data, metrics, and reports for clear insights.

25

100

200

400

Marketing

Lite

Premium

Ultimate

Enterprise

2-way Email Sync
i Enable 2-way Sync with your Gmail, Outlook, or company email accounts, enabling you to seamlessly compose, send, and receive emails directly within Apptivo.
Email Integration via IMAP
i Integrates email using the IMAP protocol, ensuring seamless communication and synchronization of emails.
Email Templates
i Create email templates with pre-defined content for sending personalized emails, minimizing effort.
Email Open and Click Tracking
i Provides insights into the status of sent emails, allowing users to track when prospects open emails or click on embedded links.
Referral Tracking
i Track and manage the source, status, and outcome of the referrals from existing customers or partners.
Campaigns Management
i Create targeted email campaigns, track customer responses, and analyze the effectiveness of marketing campaigns.
Marketing Automation
i Automate, Streamline and optimize multiple marketing activities.
Email Sequencing
i Send a series of automated and personalized emails to leads or customers at specific intervals.
Mass Emails + Email Sequencing
Quota (Emails/User/Month)
i Send personalized emails to selected recipients in bulk to improve customer experience.

1000

3000

5000

Data Management

Lite

Premium

Ultimate

Enterprise

File Storage
i A centralized repository for storing and organizing files within the Apptivo, ensuring easy access to relevant documents.

1GB/User

3GB/User

10GB/User

15GB/User

Data Backup
i Periodically perform manual backups of your entire data.
Data Export
i Download data from Apptivo in CSV or XLSX format.
Data Import
i Effortlessly import new data or update existing records from a spreadsheet in each application, automatically handling duplicate records and associating them with existing entries.

Migration From Other CRMs

Multiple Firm Access
i Manage and access multiple firm accounts within Apptivo, making it ideal for organizations with diverse business entities.
Custom Branding
i Brand your application to foster a strong sense of ownership.

Security

Lite

Premium

Ultimate

Enterprise

Field-based Security
i Limit access to particular fields based on the roles assigned to users.
Role-based security
i Set permissions and privileges to enable access to authorized users.
Territory Management
i Manage and distribute customer accounts among sales representatives according to their designated territories.
Data Set Access
i Data Sets to grant access privileges for a specific group of people to a set of records

Intelligence & Reports

Lite

Premium

Ultimate

Enterprise

Standard Reports
i Pre-built reports that provide a broad view of data and insights.
Standard Dashboards
i Dashboards include charts, graphs, and visual elements that offer key insights, providing a comprehensive overview of sales performance.
Performance Dashboard
i Experience real-time visibility into key performance indicators (KPIs) and other important metrics,aiding in decision-making and strategic planning.
Win/Loss/Lead Analysis
i Gain insights into the factors driving successful and missed deals, empowering strategic decision-making
Kanban View
i Efficiently manage tasks and workflows with the intuitive Kanban View.
Custom Reports
i Create personalized reports that cater to your specific business needs.

5

25

50

100

Custom Charts/Dashboards
i Generate a tailored chart to meet specific business requirements and incorporate it into the team dashboard for enhanced visualization.

8

25

50

100

Schedule Reports
i Schedule and send automated reports at predefined intervals.

10

30

50

Integration

Lite

Premium

Ultimate

Enterprise


3,000 Calls/User/Day

5,000 Calls/User/Day

20,000 Calls/User/Day

30,000 Calls/User/Day

Mobile Apps

Lite

Premium

Ultimate

Enterprise

# of Users

Pay Per User

Pay Per User

Pay Per User

Contact Us

iOS

Android

Windows

MacOS

Premium Support

Lite

Premium

Ultimate

Enterprise

Email Support (hours/days)

24/7

24/7

24/7

SLA

Knowledge Base

How-To Videos

Webinars

Phone Support (hours/days)

24/5

24/5

24/5

SLA

Live Chat Support (hours/days)

24/7

24/7

24/7

SLA

Training Support

SLA

Professional Services

Lite

Premium

Ultimate

Enterprise

Dedicated Account Manager

Dedicated Instance

Dedicated Customization

White Labeling

Features

Lite

Premium

Ultimate

Enterprise

# of Users

Pay Per User

Pay Per User

Pay Per User

Contact Us

Contact Management
i Streamline the management of contacts, enabling users to maintain detailed records, communication history, and activities.

Monthly Pricing (Billed Monthly)

$20

$30

$50

Custom Price

Monthly Pricing (Billed Annually)

$15

$25

$40

Custom Price

Platform

Cloud

Cloud

Cloud

Cloud

# of Apps

18

46

57

65

Two-Factor Authentication

Sales Automation

Lite

Premium

Ultimate

Enterprise

Lead List Management
i Organize and track potential business leads for effective outreach.
Contact Management
i Streamline the management of contacts, enabling users to maintain detailed records, communication history, and activities.
Tasks, Appointments and Notes
i Effortlessly organize and oversee your follow-ups, meetings, tasks, and other daily activities with ease.
Filters
i Selectively view and analyze specific sub-sets of the data based on your defined criteria or user-defined parameters.
Product Catalog
i Manage and access all your inventory items in one centralized location with ease.
Deal/Opportunity Management
i Track and optimize your opportunities for better conversions, including the pipeline, communication, and its activities.
Notifications
i Keeps users informed about record actions and activities, including News Feeds and Email Feeds.
Clone Records
i Duplicate existing records, saving time and effort.
Adding and Sharing Files
i Easily access and share all pertinent documents, including proposals or contracts, by uploading them.
Multiple Sales Pipeline
i Create distinct sales journeys for different types of customers.
Webform to Lead
i Capture prospect details and streamline lead generation with a webform-to-lead solution.
Custom Fields Mapping
i Map fields between associated applications, facilitating a smooth conversion process.
Webhooks
i Push information to the end point of your choice (third-party application) based on an event.
Relationships
i A comprehensive view of relationships between leads, contacts, and other relevant data points.
Items ECommerce
i Track inventory, manage product listings, and process orders.
Email Sequence
i Automate prospect engagement with a pre-set email sequence.
Notification Builder
i Customize your notifications by creating personalized email messages, to designated recipients based on the event.
SMS
i Integrates SMS functionality, allowing users to communicate with leads, contacts, and customers via text messages.
CPQ - Bills of Material
i Effortlessly configuring products, accurately pricing offerings, and swiftly generating personalized quotes for an efficient sales cycle.
Custom Applications
i Build code-free applications to address unique business needs and seamlessly integrate them into existing systems.
Sales Stage Automation
i Effortlessly customize opportunities, manage stages precisely, and automate activities such as Events, Tasks, Follow-ups, and Emails at each stage.

15

30

50

100

Custom Fields Per App
i Create and tailor custom fields to your specific needs within each app

100

250

350

500

Workflows (No. of Triggers Per Account)
i Automation tool for executing actions based on conditions. Classified as Event-Based and Time-Based, they offer flexible automation of business rules for efficiency.

25

75

150

300

Custom Views
i Tailor your view by selecting fields, applying filters, and sorting data to meet your specific requirements.

25

100

200

400

Summary Dashboard
i Visualize essential data, metrics, and reports for clear insights.

25

100

200

400

Marketing

Lite

Premium

Ultimate

Enterprise

2-way Email Sync
i Enable 2-way Sync with your Gmail, Outlook, or company email accounts, enabling you to seamlessly compose, send, and receive emails directly within Apptivo.
Email Integration via IMAP
i Integrates email using the IMAP protocol, ensuring seamless communication and synchronization of emails.
Email Templates
i Create email templates with pre-defined content for sending personalized emails, minimizing effort.
Email Open and Click Tracking
i Provides insights into the status of sent emails, allowing users to track when prospects open emails or click on embedded links.
Referral Tracking
i Track and manage the source, status, and outcome of the referrals from existing customers or partners.
Campaigns Management
i Create targeted email campaigns, track customer responses, and analyze the effectiveness of marketing campaigns.
Marketing Automation
i Automate, Streamline and optimize multiple marketing activities.
Email Sequencing
i Send a series of automated and personalized emails to leads or customers at specific intervals.
Mass Emails + Email Sequencing
Quota (Emails/User/Month)
i Send personalized emails to selected recipients in bulk to improve customer experience.

1000

3000

5000

Data Management

Lite

Premium

Ultimate

Enterprise

File Storage
i A centralized repository for storing and organizing files within the Apptivo, ensuring easy access to relevant documents.

1GB/User

3GB/User

10GB/User

15GB/User

Data Backup
i Periodically perform manual backups of your entire data.
Data Export
i Download data from Apptivo in CSV or XLSX format.
Data Import
i Effortlessly import new data or update existing records from a spreadsheet in each application, automatically handling duplicate records and associating them with existing entries.

Migration From Other CRMs

Multiple Firm Access
i Manage and access multiple firm accounts within Apptivo, making it ideal for organizations with diverse business entities.
Custom Branding
i Brand your application to foster a strong sense of ownership.

Security

Lite

Premium

Ultimate

Enterprise

Field-based Security
i Limit access to particular fields based on the roles assigned to users.
Role-based security
i Set permissions and privileges to enable access to authorized users.
Territory Management
i Manage and distribute customer accounts among sales representatives according to their designated territories.
Data Set Access
i Data Sets to grant access privileges for a specific group of people to a set of records

Intelligence & Reports

Lite

Premium

Ultimate

Enterprise

Standard Reports
i Pre-built reports that provide a broad view of data and insights.
Standard Dashboards
i Dashboards include charts, graphs, and visual elements that offer key insights, providing a comprehensive overview of sales performance.
Performance Dashboard
i Experience real-time visibility into key performance indicators (KPIs) and other important metrics,aiding in decision-making and strategic planning.
Win/Loss/Lead Analysis
i Gain insights into the factors driving successful and missed deals, empowering strategic decision-making
Kanban View
i Efficiently manage tasks and workflows with the intuitive Kanban View.
Custom Reports
i Create personalized reports that cater to your specific business needs.

5

25

50

100

Custom Charts/Dashboards
i Generate a tailored chart to meet specific business requirements and incorporate it into the team dashboard for enhanced visualization.

8

25

50

100

Schedule Reports
i Schedule and send automated reports at predefined intervals.

10

30

50

Integration

Lite

Premium

Ultimate

Enterprise


3,000 Calls/User/Day

5,000 Calls/User/Day

20,000 Calls/User/Day

30,000 Calls/User/Day

Mobile Apps

Lite

Premium

Ultimate

Enterprise

# of Users

Pay Per User

Pay Per User

Pay Per User

Contact Us

iOS

Android

Windows

MacOS

Premium Support

Lite

Premium

Ultimate

Enterprise

Email Support (hours/days)

24/7

24/7

24/7

SLA

Knowledge Base

How-To Videos

Webinars

Phone Support (hours/days)

24/5

24/5

24/5

SLA

Live Chat Support (hours/days)

24/7

24/7

24/7

SLA

Training Support

SLA

Professional Services

Lite

Premium

Ultimate

Enterprise

Dedicated Account Manager

Dedicated Instance

Dedicated Customization

White Labeling

Sales Automation

Lite

Premium

Ultimate

Enterprise

Lead List Management
i Organize and track potential business leads for effective outreach.
Contact Management
i Streamline the management of contacts, enabling users to maintain detailed records, communication history, and activities.
Tasks, Appointments and Notes
i Effortlessly organize and oversee your follow-ups, meetings, tasks, and other daily activities with ease.
Filters
i Selectively view and analyze specific sub-sets of the data based on your defined criteria or user-defined parameters.
Product Catalog
i Manage and access all your inventory items in one centralized location with ease.
Deal/Opportunity Management
i Track and optimize your opportunities for better conversions, including the pipeline, communication, and its activities.
Notifications
i Keeps users informed about record actions and activities, including News Feeds and Email Feeds.
Clone Records
i Duplicate existing records, saving time and effort.
Adding and Sharing Files
i Easily access and share all pertinent documents, including proposals or contracts, by uploading them.
Multiple Sales Pipeline
i Create distinct sales journeys for different types of customers.
Webform to Lead
i Capture prospect details and streamline lead generation with a webform-to-lead solution.
Custom Fields Mapping
i Map fields between associated applications, facilitating a smooth conversion process.
Webhooks
i Push information to the end point of your choice (third-party application) based on an event.
Relationships
i A comprehensive view of relationships between leads, contacts, and other relevant data points.
Items ECommerce
i Track inventory, manage product listings, and process orders.
Email Sequence
i Automate prospect engagement with a pre-set email sequence.
Notification Builder
i Customize your notifications by creating personalized email messages, to designated recipients based on the event.
SMS
i Integrates SMS functionality, allowing users to communicate with leads, contacts, and customers via text messages.
CPQ - Bills of Material
i Effortlessly configuring products, accurately pricing offerings, and swiftly generating personalized quotes for an efficient sales cycle.
Custom Applications
i Build code-free applications to address unique business needs and seamlessly integrate them into existing systems.
Sales Stage Automation
i Effortlessly customize opportunities, manage stages precisely, and automate activities such as Events, Tasks, Follow-ups, and Emails at each stage.

15

30

50

100

Custom Fields Per App
i Create and tailor custom fields to your specific needs within each app

100

250

350

500

Workflows (No. of Triggers Per Account)
i Automation tool for executing actions based on conditions. Classified as Event-Based and Time-Based, they offer flexible automation of business rules for efficiency.

25

75

150

300

Custom Views
i Tailor your view by selecting fields, applying filters, and sorting data to meet your specific requirements.

25

100

200

400

Summary Dashboard
i Visualize essential data, metrics, and reports for clear insights.

25

100

200

400

Marketing

Lite

Premium

Ultimate

Enterprise

2-way Email Sync
i Enable 2-way Sync with your Gmail, Outlook, or company email accounts, enabling you to seamlessly compose, send, and receive emails directly within Apptivo.
Email Integration via IMAP
i Integrates email using the IMAP protocol, ensuring seamless communication and synchronization of emails.
Email Templates
i Create email templates with pre-defined content for sending personalized emails, minimizing effort.
Email Open and Click Tracking
i Provides insights into the status of sent emails, allowing users to track when prospects open emails or click on embedded links.
Referral Tracking
i Track and manage the source, status, and outcome of the referrals from existing customers or partners.
Campaigns Management
i Create targeted email campaigns, track customer responses, and analyze the effectiveness of marketing campaigns.
Marketing Automation
i Automate, Streamline and optimize multiple marketing activities.
Email Sequencing
i Send a series of automated and personalized emails to leads or customers at specific intervals.
Mass Emails + Email Sequencing
Quota (Emails/User/Month)
i Send personalized emails to selected recipients in bulk to improve customer experience.

1000

3000

5000

Data Management

Lite

Premium

Ultimate

Enterprise

File Storage
i A centralized repository for storing and organizing files within the Apptivo, ensuring easy access to relevant documents.

1GB/User

3GB/User

10GB/User

15GB/User

Data Backup
i Periodically perform manual backups of your entire data.
Data Export
i Download data from Apptivo in CSV or XLSX format.
Data Import
i Effortlessly import new data or update existing records from a spreadsheet in each application, automatically handling duplicate records and associating them with existing entries.

Migration From Other CRMs

Multiple Firm Access
i Manage and access multiple firm accounts within Apptivo, making it ideal for organizations with diverse business entities.
Custom Branding
i Brand your application to foster a strong sense of ownership.

Security

Lite

Premium

Ultimate

Enterprise

Field-based Security
i Limit access to particular fields based on the roles assigned to users.
Role-based security
i Set permissions and privileges to enable access to authorized users.
Territory Management
i Manage and distribute customer accounts among sales representatives according to their designated territories.
Data Set Access
i Data Sets to grant access privileges for a specific group of people to a set of records

Intelligence & Reports

Lite

Premium

Ultimate

Enterprise

Standard Reports
i Pre-built reports that provide a broad view of data and insights.
Standard Dashboards
i Dashboards include charts, graphs, and visual elements that offer key insights, providing a comprehensive overview of sales performance.
Performance Dashboard
i Experience real-time visibility into key performance indicators (KPIs) and other important metrics,aiding in decision-making and strategic planning.
Win/Loss/Lead Analysis
i Gain insights into the factors driving successful and missed deals, empowering strategic decision-making
Kanban View
i Efficiently manage tasks and workflows with the intuitive Kanban View.
Custom Reports
i Create personalized reports that cater to your specific business needs.

5

25

50

100

Custom Charts/Dashboards
i Generate a tailored chart to meet specific business requirements and incorporate it into the team dashboard for enhanced visualization.

8

25

50

100

Schedule Reports
i Schedule and send automated reports at predefined intervals.

10

30

50

Integration

Lite

Premium

Ultimate

Enterprise


3,000 Calls/User/Day

5,000 Calls/User/Day

20,000 Calls/User/Day

30,000 Calls/User/Day

Mobile Apps

Lite

Premium

Ultimate

Enterprise

# of Users

Pay Per User

Pay Per User

Pay Per User

Contact Us

iOS

Android

Windows

MacOS

Premium Support

Lite

Premium

Ultimate

Enterprise

Email Support (hours/days)

24/7

24/7

24/7

SLA

Knowledge Base

How-To Videos

Webinars

Phone Support (hours/days)

24/5

24/5

24/5

SLA

Live Chat Support (hours/days)

24/7

24/7

24/7

SLA

Training Support

SLA

Professional Services

Lite

Premium

Ultimate

Enterprise

Dedicated Account Manager

Dedicated Instance

Dedicated Customization

White Labeling

Apps

Lite

Premium

Ultimate

Enterprise

Apps

Lite

Premium

Ultimate

Enterprise

Leads

Customers

Contacts

Opportunities

Competitors

Contracts

Work Orders

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