Posted on by naveen

Apptivo Pricing - Old Premium Vs New Premium

CRM Software is a core player in a business to streamline all the interactions with both potential and new customers. Customer Relationship Management Software integrates all the activities, functionalities, and applications to create an exceptional customer service environment. There is manifold CRM Software in the industry catering to the prerequisites of businesses across the globe. However, the scalability and affordability of CRM Software are also one of the key performance indicators while choosing a suitable CRM.

Apptivo has invariably strived to surpass customer expectations by optimizing the software while constantly sustaining the affordability. Apptivo is software designed for all businesses that grows with your business. To continue offering state-of-the-art technology, Apptivo has revised its plan chart and introduced new plans starting from January 1, 2021. Starting the New Year, there are significant changes in the features and applications accessed in your plans.

What’s New?

The revised pricing plan will portray a five-tier structure. We have added a new plan “Lite” in addition to the current plans – Starter, Premium, Ultimate, and Enterprise. The accessibility and restrictions of features and applications differ based on the plans.

What’s New?

The Premium plan is the Featured Plan of Apptivo widely preferred by businesses looking for unified workflow management. Now, you might be wondering what is in and out of the revised Premium plan. Check out this blog for a detailed overview of the changes in the new Premium plan.

Primary Upgrades

The legacy Premium plan costs $10/month when settled for a monthly plan and $8/month when you choose to pay annually. The new Premium plan costs $15/month when the payment is monthly and $12/month when the payment term is chosen to be annual. Just like the old Premium plan, the new Premium plan has the below characteristics:

  • Pay Per User
  • 3GB/user
  • 1,000 Mass Emails/user/month
  • 3rd-Party Services Integration
  • Unlimited Data Import
  • 24×7 Support

Additionally, we have increased the API call quota from 2000 to 5000. The businesses choosing the new Premium plan will now have access to 46 applications of which 28 are unique apps accessible starting from the Premium plan.

Comparison Chart

Features Old Premium New Premium
# of Users Pay Per User Pay Per User
Monthly Pricing (Billed Monthly) $10 $15
Monthly Pricing (Billed Annually) $8 $12
Platform Cloud Cloud
# of Apps 57 46
SALES AUTOMATION
Lead List Management Yes Yes
Contact Management Yes Yes
Contact Sharing 5x User Count 5x User Count
Product Catalog Yes Yes
Deal/Opportunity Management Yes Yes
Tasks, Appointments, and Notes Yes Yes
Notifications Yes Yes
Clone Records Yes Yes
Filters Yes Yes
Adding and Sharing Files Yes Yes
Multiple Sales Pipeline Yes Yes
Webform to Lead Yes Yes
Custom Fields Mapping Yes Yes
Lead Sourcing Yes Yes
Webhooks Yes Yes
Items ECommerce Yes Yes
Sales Stage Automation Yes 30
Custom Views Yes 100
Summary Dashboard Yes 100
Custom Fields Per App 350 250
Workflows (No. of Triggers Per Account) Unlimited 75
Resource Allocation Yes No
Notification Builder Yes No
Relationships No Yes
Email Sequence No No
SMS Feature No No
CPQ – Bills of Material No No
Custom Applications No No
MARKETING
Included Mass Emails (Emails/User/Month) 1000 1000
Campaigns Management Yes Yes
Marketing Automation Yes Yes
2-way Email Sync Yes Yes
Email Integration via IMAP Yes Yes
Email Templates Yes Yes
Email Open and Click Tracking Yes Yes
Email Scheduling Yes Yes
Referral Tracking Yes Yes
DATA MANAGEMENT
File Storage 3GB/User 3GB/User
Data Import Unlimited Unlimited
Data Backup Yes Yes
Data Export Yes Yes
Migration From Other CRMs Yes Yes
Multiple Firm Access Yes Yes
Custom Branding No No
SECURITY
Field-based Security Yes Yes
Role-based Security Yes Yes
Territory Management No No
Data Set Access No No
ANALYTICS
Standard Reports Yes Yes
Standard Dashboards Yes Yes
Win/Loss/Lead Analysis Yes Yes
Kanban View Yes Yes
Performance Dashboard No Yes
Custom Dashboard Yes 25
Schedule Reports Unlimited 10
Custom Reports Unlimited 25
INTEGRATIONS
API Calls 2,000 Calls/User/Day 5,000 Calls/User/Day
Paypal Yes Yes
Stripe Yes Yes
Authorize.Net Yes Yes
Zipmark Yes Yes
GSuite Yes Yes
GTasks Yes Yes
GContacts Yes Yes
GCalendar Yes Yes
GDrive Yes Yes
Office365 Yes Yes
OneDrive Yes Yes
Sign Yes Yes
Dropbox Yes Yes
Slack Yes Yes
QuickBooks Yes Yes
Xero Yes Yes
Bank Account Yes Yes
RingCentral Yes Yes
Asterisk Yes Yes
Fuze Yes Yes
UPS Yes Yes
USPS Yes Yes
Canada Post Yes Yes
Custom Integration No Yes
Google Maps No No
FB Lead Ads No No
Nexmo No No
STANDALONE APPS
iOS Yes Yes
Android Yes Yes
Windows Yes Yes
MacOS Yes Yes
PREMIUM SUPPORT
Email Support (hours/days) 24/7 24/7
Phone Support (hours/days) 9 AM -6 PM PT 24/5
Live Chat Support (hours/days) 24/7 24/7
Training Support Yes Yes
Knowledge base Yes Yes
How-To Videos Yes Yes
Webinars Yes Yes
PROFESSIONAL SERVICES
Dedicated Account Manager No No
Dedicated Instance No No
Dedicated Customization No No
White Labeling No No

Summary

The Premium plan of Apptivo has consistently been a featured plan widely favored by businesses to improve customer relationship management and boost productivity. While the new Premo plan has gone through substantial changes, the core objective behind this upgrade is to optimize the applications, provide value-added services, and improve the user experience of your employees.

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