Apptivo: Automation / Workflows

Arbitration Result

Status

completed

Resolved Value

true

Positive Spin

✓ Automation-enabled workflows to streamline your business processes

Reasoning

Eight sources (PCMag, Trustpilot, TechRadar, Software Advice, Zeeg.me, Forbes, Capterra, Research.com) indicate that Apptivo includes automation/workflows. While Forbes contains a single 'false' at a high confidence, the bulk of evidence from all sources is 'true' with high confidence. Treating each URL as one opinion and weighing by stated confidences yields a consensus that the feature is present.

Completed At

1/8/2026, 12:12:51 PM

Claim	Suggested Value	Confidence
Apptivo Lite plan: includes 25 workflows https://www.pcmag.com/reviews/apptivo-crm	true	90.0%
Apptivo CRM: displays opportunities automatically on the Kanban board https://www.pcmag.com/reviews/apptivo-crm	true	80.0%
Apptivo: offers marketing automation to plan detailed follow-up sequences with prospects https://www.trustpilot.com/review/www.apptivo.com	true	90.0%
Apptivo: enables scheduling of when personalized automated messages are delivered https://www.trustpilot.com/review/www.apptivo.com	true	80.0%
Apptivo Premium plan: provides 75 workflows https://www.pcmag.com/reviews/apptivo-crm	true	90.0%
Apptivo CRM: offers high customization https://www.techradar.com/reviews/apptivo-crm-review	true	75.0%
Apptivo Ultimate: offers 150 workflows https://www.pcmag.com/reviews/apptivo-crm	true	90.0%
Apptivo CRM: offers email sequencing in higher-tier plans https://www.techradar.com/reviews/apptivo-crm-review	true; available in higher-tier plans	60.0%
Apptivo: includes automated routing https://www.softwareadvice.com/crm/apptivo-profile/	true	90.0%
Apptivo: provides full access to the CRM's features https://www.techradar.com/reviews/apptivo-crm-review	true	90.0%
Apptivo CRM: enables automated workflows across multiple apps https://www.techradar.com/reviews/apptivo-crm-review	true	90.0%
Apptivo's CRM: offers flexible workflow tools https://www.trustpilot.com/review/www.apptivo.com	true	90.0%
Apptivo CRM: offers notification builders in higher-tier plans https://www.techradar.com/reviews/apptivo-crm-review	true (only in higher-tier plans)	70.0%
Apptivo CRM: enables automated multi-email sequences https://www.pcmag.com/reviews/apptivo-crm	true	90.0%
Apptivo's CRM: offers marketing automation https://www.trustpilot.com/review/www.apptivo.com	true	90.0%
Apptivo: allows users to automate workflows https://zeeg.me/en/blog/post/apptivo-review	true	90.0%
Apptivo CRM: sends messages automatically on a schedule https://zeeg.me/en/blog/post/apptivo-review	true	80.0%
Apptivo: automatically transfers a lead's information to the customer database when the lead becomes a customer https://zeeg.me/en/blog/post/apptivo-review	true; automatically transfers lead information to customer database when lead converts to customer	90.0%
Apptivo CRM: sends messages automatically in response to customer actions https://zeeg.me/en/blog/post/apptivo-review	true	80.0%
Apptivo Lite plan: includes 25 workflow automations https://zeeg.me/en/blog/post/apptivo-review	true	90.0%
Apptivo Ultimate: includes 150 workflows https://www.softwareadvice.com/crm/apptivo-profile/	true	90.0%
Apptivo CRM: sends new leads to the right team members based on their expertise https://zeeg.me/en/blog/post/apptivo-review	true	85.0%
Apptivo CRM: automates lead assignment based on predefined rules https://www.techradar.com/reviews/apptivo-crm-review	true	90.0%
Apptivo's Ultimate plan: includes advanced automation https://www.techradar.com/reviews/apptivo-crm-review	true	90.0%
Apptivo Enterprise plan: includes 300 workflow automations https://zeeg.me/en/blog/post/apptivo-review	true	90.0%
Apptivo: includes Marketing Automation https://www.softwareadvice.com/crm/apptivo-profile/	true	80.0%
Apptivo CRM: sends new leads to the right team members based on their workload https://zeeg.me/en/blog/post/apptivo-review	true	80.0%
Apptivo CRM: enables automatic tasks that run when specified conditions are met https://zeeg.me/en/blog/post/apptivo-review	true	90.0%
Apptivo Lite: includes 25 workflows https://www.softwareadvice.com/crm/apptivo-profile/	true	80.0%
Apptivo CRM: its marketing automation tools are less sophisticated than those of dedicated marketing platforms. https://zeeg.me/en/blog/post/apptivo-review	true	65.0%
Apptivo: offers marketing automation https://www.softwareadvice.com/crm/apptivo-profile/	true	80.0%
Apptivo Premium plan: includes 75 workflow automations https://zeeg.me/en/blog/post/apptivo-review	true	90.0%
Apptivo Premium: includes 75 workflows https://www.softwareadvice.com/crm/apptivo-profile/	true	90.0%
Apptivo CRM: workflows can update records https://zeeg.me/en/blog/post/apptivo-review	true	90.0%
Apptivo: provides a complete set of sales tools to automate workflows https://www.trustpilot.com/review/www.apptivo.com	true	95.0%
Apptivo CRM: connects emails to automated workflows using the Triggers function https://www.pcmag.com/reviews/apptivo-crm	true	90.0%
Apptivo CRM: offers cross-app workflows that can significantly boost productivity https://www.techradar.com/reviews/apptivo-crm-review	true	80.0%
Apptivo CRM: offers automated lead assignment https://www.techradar.com/reviews/apptivo-crm-review	true	90.0%
Apptivo: provides automatic lead routing for sales teams https://www.forbes.com/advisor/business/software/apptivo-review/	true	95.0%
Apptivo: adds the ability to send automated drip campaigns https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
Apptivo Enterprise plan: includes 300 workflows https://www.softwareadvice.com/crm/apptivo-profile/	true	90.0%
Apptivo: offers workflow management https://www.softwareadvice.com/crm/apptivo-profile/	true	90.0%
Apptivo: provides all features in a single app https://www.softwareadvice.com/crm/apptivo-profile/	true	80.0%
Apptivo CRM: allows sending follow-up emails via workflows https://zeeg.me/en/blog/post/apptivo-review	true	90.0%
Apptivo's top-tier plan: adds the ability to send automated drip campaigns https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
Apptivo: task management includes follow-up management https://www.forbes.com/advisor/business/software/apptivo-review/	true	60.0%
Apptivo CRM: automatically creates a task when a lead fills out a form on your website https://www.techradar.com/reviews/apptivo-crm-review	true	90.0%
Apptivo: offers a midtier plan that includes marketing automations https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
Apptivo Premium: includes marketing automations https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
Apptivo CRM: prevents team members from being overloaded with work https://zeeg.me/en/blog/post/apptivo-review	true	60.0%
Apptivo CRM: allows workflows to create tasks https://zeeg.me/en/blog/post/apptivo-review	true	90.0%
Apptivo: offers flexible workflow automation https://zeeg.me/en/blog/post/apptivo-review	true	90.0%
Apptivo CRM: offers more advanced plans that help larger teams coordinate their work without constant manual oversight https://zeeg.me/en/blog/post/apptivo-review	true	65.0%
Mailchimp: sends a personalized email follow-up https://www.techradar.com/reviews/apptivo-crm-review	true	80.0%
Apptivo: enables workflow automation https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
Apptivo Premium: includes Workflow Automations https://www.forbes.com/advisor/business/software/apptivo-review/	true	95.0%
Apptivo Ultimate plan: offers marketing automations https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
Apptivo: includes email automation in contact management https://www.forbes.com/advisor/business/software/apptivo-review/	true	80.0%
Apptivo Premium plan: is suitable for automating marketing communications. https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
Apptivo: automates workflows https://www.forbes.com/advisor/business/software/apptivo-review/	true	95.0%
Apptivo: sends follow-up emails after a specified number of days https://www.forbes.com/advisor/business/software/apptivo-review/	true	80.0%
HubSpot: offers significantly more advanced marketing automation tools than Apptivo https://zeeg.me/en/blog/post/apptivo-review	true	70.0%
Apptivo CRM: sends emails automatically based on configured triggers https://zeeg.me/en/blog/post/apptivo-review	true	80.0%
Apptivo CRM: can automatically assign a task to your support team when a customer submits a complaint https://zeeg.me/en/blog/post/apptivo-review	true	90.0%
Apptivo Premium plan: includes basic marketing automation https://zeeg.me/en/blog/post/apptivo-review	true	95.0%
Apptivo: includes SMS automation in contact management https://www.forbes.com/advisor/business/software/apptivo-review/	true	85.0%
Apptivo Ultimate: has a workflow limit of 150 https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
Apptivo: offers email automation https://www.forbes.com/advisor/business/software/apptivo-review/	true	100.0%
Apptivo Ultimate: includes workflow automations https://www.forbes.com/advisor/business/software/apptivo-review/	true	100.0%
Apptivo Premium: has a workflow limit of 75 https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
Apptivo: provides workflow automations https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
Apptivo: offers event triggers for email notifications https://www.capterra.com/p/228915/Apptivo/reviews/	true	80.0%
Apptivo CRM: lets you assign tasks to team members with just a few clicks https://zeeg.me/en/blog/post/apptivo-review	true	70.0%
Apptivo Premium plan: includes marketing automations https://www.forbes.com/advisor/business/software/apptivo-review/	true	100.0%
Apptivo Lite plan: includes 25 automations https://zeeg.me/en/blog/post/apptivo-review	true	90.0%
Apptivo: automatically assigns leads to sales team members https://zeeg.me/en/blog/post/apptivo-review	true	90.0%
Apptivo Ultimate plan: has a workflow limit of 150 https://www.forbes.com/advisor/business/software/apptivo-review/	true	80.0%
Apptivo CRM workflows: notifies team members about important changes https://zeeg.me/en/blog/post/apptivo-review	true	90.0%
Apptivo Ultimate plan: includes 150 workflow automations https://zeeg.me/en/blog/post/apptivo-review	true	95.0%
Apptivo CRM: offers more complex chains of actions through its advanced plans https://zeeg.me/en/blog/post/apptivo-review	true	80.0%
Apptivo: met all requested features https://www.capterra.com/p/228915/Apptivo/reviews/	true	95.0%
Apptivo Enterprise plan: includes 300 automations https://zeeg.me/en/blog/post/apptivo-review	true	90.0%
Apptivo Ultimate plan: includes email sequencing capabilities https://zeeg.me/en/blog/post/apptivo-review	true (Ultimate plan)	85.0%
Apptivo Premium plan: increases the workflow limit from 25 to 75 https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
Apptivo: assigns leads to your sales team automatically https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
Apptivo Ultimate: provides marketing automations https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
Apptivo Lite: does not include Marketing Automations https://www.forbes.com/advisor/business/software/apptivo-review/	false	90.0%
Apptivo Ultimate plan: is designed for organizations that require complex automation and cross-departmental coordination https://zeeg.me/en/blog/post/apptivo-review	true	90.0%
Apptivo: offers SMS automation https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
monday.com: provides more comprehensive workflow automations https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
Apptivo Lite plan: includes up to 25 automated workflows https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
Apptivo: has great time-saving features https://www.capterra.com/p/228915/Apptivo/reviews/	true	60.0%
Apptivo Lite: has a workflow limit of 25 https://www.forbes.com/advisor/business/software/apptivo-review/	true	80.0%
Apptivo Lite plan: automated workflows are based on the number of triggers configured https://www.forbes.com/advisor/business/software/apptivo-review/	true; based on number of triggers configured	80.0%
Apptivo: offers adjustable workflows https://research.com/software/reviews/apptivo	true	90.0%
Apptivo's workflow automation: is not robust https://research.com/software/reviews/apptivo	true	80.0%
Apptivo: offers customization through configurable workflows https://research.com/software/reviews/apptivo	true	95.0%
Apptivo Lite: includes Workflow Automations https://www.forbes.com/advisor/business/software/apptivo-review/	true	90.0%
Apptivo: offers workflow automation https://research.com/software/reviews/apptivo	true	95.0%
Apptivo CRM: supports administrative workflows without the complexity of specialized electronic health record systems https://research.com/software/reviews/apptivo	true	80.0%
Apptivo: provides extensive customization options to tailor workflows without coding https://research.com/software/reviews/apptivo	true	90.0%
Apptivo: provides coverage for everything https://www.capterra.com/p/228915/Apptivo/reviews/	true	90.0%
Apptivo Lead Management: automates lead scoring https://research.com/software/reviews/apptivo	true	85.0%
Apptivo: allows workflows to be customized to fit a company's unique processes rather than enforcing rigid CRM patterns https://research.com/software/reviews/apptivo	true	95.0%
Apptivo CRM: enables tracking of development cycles https://research.com/software/reviews/apptivo	true	60.0%
Apptivo: offers highly adaptable workflows https://research.com/software/reviews/apptivo	true	90.0%
Apptivo Lead Management: automates lead nurturing https://research.com/software/reviews/apptivo	true	80.0%
Apptivo: offers workflows that are customizable without coding https://research.com/software/reviews/apptivo	true	95.0%
Apptivo: streamlines workflows https://research.com/software/reviews/apptivo	true	80.0%
Apptivo: offers tools to streamline business operations through workflow customization https://research.com/software/reviews/apptivo	true	80.0%
Apptivo: automates routine tasks such as follow-ups to boost efficiency https://research.com/software/reviews/apptivo	true	90.0%
Apptivo: automates routine tasks such as notifications to boost efficiency https://research.com/software/reviews/apptivo	true	90.0%
Apptivo: helps optimize sales processes https://research.com/software/reviews/apptivo	true	80.0%
Apptivo: has pre-set task generation https://www.capterra.com/p/228915/Apptivo/reviews/	true	60.0%
Apptivo Product & Price List Management: is integrated directly into sales workflows for efficient quoting https://research.com/software/reviews/apptivo	true	90.0%
Apptivo CRM: offers workflow automation https://research.com/software/reviews/apptivo	true	90.0%
Apptivo: enables businesses to maintain consistent workflows across multiple tools https://research.com/software/reviews/apptivo	true	80.0%
Apptivo: offers automation capabilities https://research.com/software/reviews/apptivo	true	90.0%
Apptivo: offers automation that simplifies communication with customers and internal teams https://www.capterra.com/p/228915/Apptivo/reviews/	true	80.0%
Apptivo: offers enhanced automation https://research.com/software/reviews/apptivo	true	80.0%
Apptivo: supports agility https://research.com/software/reviews/apptivo	true	80.0%