Let's get you on the right plan!

Simple Plans • No Contract • No Credit Card.

Monthly

Annual

Starter
$ 0 /MO

Per account

  • 3 Users
  • 500MB/ Business
  • Basic Contact Sharing
  • Standard Reports
  • Standard Support
Featured Plan
Premium
$ 8 /MO

Per user/billed annually

  • 3GB/user
  • 1,000 Mass Emails/user
  • 2,000 API Calls
  • 3rd-Party Services Integration
  • Standard Support
Ultimate
$ 20 /MO

Per user/billed annually

  • 10GB/user
  • 3,000 Emails/user
  • 20,000 API Calls
  • 3rd-Party Services Integration
  • Priority Support
Enterprise
Contact Us

 

  • Dedicated Instance
  • 5,000 Emails/user
  • White Labeling
  • Custom Integration
  • SLA Support + Account Manager

Not sure which plan is right for you?

Reach out to us. We'll help you choose the perfect plan to suite your needs.

Detailed Features

Features

Starter
Premium
Ultimate
Enterprise

# of users
3 Users
Pay Per User
Pay Per User
Pay Per User
Monthly pricing (Billed Monthly)
$0
$10
$25
Custom Price
Monthly pricing (Billed Annually)
$0
$8
$20
Custom Price
Platform
Cloud
Cloud
Cloud
Cloud

SALES AUTOMATION

Lead list management
 
 
 
 
Contact management
 
 
 
 
Contact sharing
5 Users
5x User Count
5x User Count
Unlimited
Product catalog
 
 
 
 
Deal/Opportunity management
 
 
 
 
Tasks, appointments and notes
 
 
 
 
Notifications
 
 
 
 
Clone records
 
 
 
 
Custom views
_
 
 
 
Filters
_
 
 
 
Adding and sharing files
_
 
 
 
Custom fields
_
Unlimited
Unlimited
Unlimited
Workflows
_
 
 
 
Multiple sales pipeline
_
 
 
 

MARKETING

Included Mass emails (Emails/User/Month)
_
1000
3000
5000
Campaigns management
_
 
 
 
Marketing automation
_
 
 
 
2-way email sync
_
 
 
 
Email integration via IMAP
_
 
 
 
Email templates
_
 
 
 
Email tracking
_
 
 
 
Email scheduling
_
 
 
 
Web-to-lead capture
_
 
 
 
Referral Tracking
_
 
 
 

BUSINESS MANAGEMENT APPS

Project Management
 
 
 
 
Invoicing
 
 
 
 
Field Services/Work Orders
 
 
 
 
Contract Management
_
 
 
 
Call Center
_
 
 
 
Estimates/Proposal
 
 
 
 
Help Desk/Cases
 
 
 
 
Procurement/Purchase Orders
 
 
 
 

DATA MANAGEMENT

File storage
500MB/Account
3GB/User
10GB/User
15GB/User
Data import
Unlimited
Unlimited
Unlimited
Unlimited
Data backup
 
 
 
 
Data export
 
 
 
 
Custom branding
_
 
 
 
Migration from other CRMs
_
 
 
 

SECURITY

Field-based security
_
 
 
 
Role-based security
_
 
 
 
Territory management
_
_
 
 

ANALYTICS

Standard reports
 
 
 
 
Schedule reports
_
Unlimited
Unlimited
Unlimited
Custom reports
_
 
 
 
Standard Dashboards
_
 
 
 
Performance dashboard
_
 
 
 
Win/Loss/Lead analysis
_
 
 
 
Kanban View
_
 
 
 

INTEGRATIONS

_
2,000 Calls/User/Day
20,000 Calls/User/Day
30,000 Calls/User/Day
_
 
 
 
_
 
 
 
_
 
 
 
_
 
 
 
_
 
 
 
_
 
 
 
_
 
 
 
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_
 
 
 
_
 
 
 
_
 
 
 
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_
 
 
 
_
 
 
 
_
 
 
 
_
 
 
 
_
 
 
 
_
 
 
 
_
 
 
 
_
 
 
 
_
_
_
 

Standalone Apps

iOS
_
 
 
 
Android
_
 
 
 
Windows
_
 
 
 
MacOS
_
 
 
 

PREMIUM SUPPORT

Email support (hours/days)
8/5
24/7
24/7
SLA
Phone support (hours/days)
_
9AM-6PM PT
24/5
SLA
Live chat support (hours/days)
24/7
24/7
24/7
SLA

TRAINING

Onsite
_
 
 
 
Remote
_
 
 
 
Webinars
 
 
 
 
How-To videos
 
 
 
 
Knowledge base
 
 
 
 

PROFESSIONAL SERVICES

Dedicated Account Manager
_
_
_
 
Dedicated Instance
_
_
_
 
Dedicated Customization
_
_
_
 
White Labeling (No Apptivo Branding)
_
_
_
 

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Professional Services

Our services have been carefully designed to make your move to Apptivo smooth and effortless.

Learn More

Add-Ons

Apptivo is designed to grow with you. Add more storage, emails and more only when you need them.

Learn More

Need further assistance

Contact us now


Have a Question?

How does the 30-days free trial work?

When you sign up, you instantly get full access to our system. We will email you when your trial expires. You can then select a plan and pay by credit card to continue using the product. If you choose not to continue, your account will be suspended.

Do I need to sign up for the yearly plan to receive services?

No, any customer can request services. Although if you are interested in signing up for the yearly plan, ask us about our current promotions!

Am I going to be charged if I cancel?

No, there is no cancellation fee for the monthly plans. You can downgrade to the Starter plan or cancel anytime. We will not refund you if you cancel an annual plan.

How does payment work?

All Apptivo licensing fees paid from inside of your account and any one-time service fees will be individually invoiced to initiate the project.

Do I need a credit card to sign up?

No, we do not require a credit card for the 30-day trial. You can use as much as you like in the 30 days. If you do not upgrade, we will automatically downgrade you to the Starter plan.

What form of payment do you accept?

We accept Visa, MasterCard, and PayPal. You can upgrade at any time.

What if I am migrating from another provider that is not listed?

No problem, we can migrate from any provider. Directly contact us at sales@apptivo.com, and we’ll guide you through the process.

How are training & requirement sessions delivered?

All sessions will be delivered remotely via a free online screen-sharing tool, where you and your team can join. However, On-site services are available upon request.