Apptivo Review: Is This CRM Worth It in 2026? - Zeeg

Claims

  • allows creation of different types of estimates

  • allows fixed-price quotes

  • allows hourly service rates

  • allows product sales estimates

  • allows users to automate workflows

  • allows users to manage contacts

  • allows users to monitor tasks

  • allows users to track deals

  • automatically assigns leads to sales team members

  • automatically syncs your data in real time

  • automatically transfers a lead's information to the customer database when the lead becomes a customer

  • combines several business applications into one comprehensive system

  • connects with payment processors

  • covers contact management, invoicing, and project tracking

  • data flows naturally throughout business processes

  • does not offer a free forever plan

  • does not offer a free plan for up to three users

  • does not require dedicated Salesforce administrators

  • eliminates the need for separate accounting software for most tasks

  • enables customers to pay you directly through invoices

  • enables tracking purchases, support requests, and other activities for customers immediately after conversion

  • excels in service business functionality

  • facilitates tax calculations

  • focuses on core functionality

  • focuses on flexibility and third-party connections

  • founded in 2009

  • frees up time to focus on building customer relationships and driving sales

  • functions as a CRM

  • handles money matters better than most CRMs.

  • has a Capterra rating of 4.4 out of 5

  • has a G2 rating of 4.4 out of 5

  • has a Gartner rating of 4.4 out of 5

  • has a Software Advice rating of 4.4 out of 5

  • has a dated user interface

  • has a more dated look

  • has a somewhat outdated interface

  • has a steeper learning curve for new users due to its extensive feature set.

  • has a user interface that is less intuitive than newer CRM solutions

  • has an average rating of 4.5 stars across different review websites as of May 19, 2025

  • has an email marketing interface that feels clunky relative to specialized tools

  • has apps that can be tailored to specific business needs

  • has fewer but well-implemented connections

  • has less sophisticated marketing tools than marketing-specific platforms

  • has limited marketing tools compared to dedicated marketing platforms

  • has over 65 integrated apps

  • has slower performance at times, especially with larger data sets

  • helps businesses avoid paying for unnecessary functions

  • helps teams operate more efficiently

  • includes the most important features

  • integrates seamlessly with sales processes

  • is a CRM

  • is a cloud-based CRM platform

  • is a compelling choice for small to medium businesses seeking an all-in-one business management solution without enterprise-level costs

  • is a customer relationship management (CRM) platform

  • is a highly customizable platform

  • is a modular suite of business tools

  • is a popular CRM option for many small and medium-sized businesses

  • is more valuable for service businesses needing specialized financial tools

  • is praised by many users for the knowledge of its support team

  • is praised by many users for the responsiveness of its support team

  • is well-suited for service businesses with complex workflows

  • keeps track of your inventory

  • lacks the polished feel of newer CRM platforms

  • lists the Enterprise plan

  • lists the Lite plan

  • lists the Premium plan

  • lists the Ultimate plan

  • modules connect seamlessly with each other

  • offers a complete approach to finances

  • offers a flexible, comprehensive CRM solution

  • offers a modular approach that lets businesses build a customized system that addresses their specific needs

  • offers a modular approach to business tools

  • offers a more approachable system for small to medium businesses

  • offers a more cost-effective solution

  • offers a more manageable solution for small to medium businesses

  • offers a simpler mobile interface than the desktop version

  • offers a unified dashboard

  • offers annual billing

  • offers annual billing for all plans

  • offers automatic recurring billing for repeat customers on a regular schedule

  • offers better value for service businesses seeking comprehensive CRM capabilities

  • offers competitive pricing starting at $15 per user per month with annual billing

  • offers complex customizations that often require developer assistance

  • offers comprehensive functionality

  • offers estimates

  • offers estimates.

  • offers excellent value to businesses seeking a flexible, comprehensive CRM solution

  • offers extensive customization capabilities

  • offers faster implementation than Salesforce

  • offers flexible workflow automation

  • offers invoicing

  • offers mobile apps for Android devices

  • offers mobile apps for iPhone devices

  • offers monthly billing

  • offers monthly billing for all plans

  • offers more affordable implementation than Salesforce

  • offers more predictable, user-based pricing

  • offers offline functionality

  • offers plans that avoid unnecessary expenses

  • offers plans that deliver maximum value

  • offers reasonable pricing

  • offers responsive service even on entry-level plans

  • offers robust estimating tools

  • offers robust invoicing tools

  • offers sophisticated invoicing.

  • offers strong financial tools

  • offers strong project management capabilities

  • prices were last checked on Dec 29, 2025 on the pricing page

  • pricing is not enterprise-level

  • provides 24/7 customer support

  • provides 24/7 support that exceeds expectations even at lower price tiers

  • provides CRM capabilities without a premium price tag

  • provides access to over 65 integrated apps across sales, marketing, service, and operations

  • provides comprehensive financial tools.

  • provides deeper customization options

  • provides modular business management capabilities

  • provides robust mobile apps for iOS and Android

  • provides tools that many CRMs lack.

  • scales with business complexity

  • starts at a similar price point

  • tracks all your expenses

  • turns estimates into invoices with one click

  • Timeline charts show everyone when things are due.

  • allows sending follow-up emails via workflows

  • allows users to create email campaigns using templates that look professional

  • allows users to see all sales deals clearly

  • allows workflows to create tasks

  • allows you to see who clicks your links

  • allows you to see who opens your emails

  • allows you to set up your own sales stages

  • bridges the gap between basic CRM systems and expensive enterprise solutions

  • can automatically assign a task to your support team when a customer submits a complaint

  • can be customized to track exactly what matters to you

  • captures new leads from emails without extra work

  • captures new leads from your website without extra work

  • connects smoothly with the sales process

  • connects with Gmail

  • connects with Outlook

  • distributes leads fairly among team members

  • does not require design skills

  • enables automatic tasks that run when specified conditions are met

  • enables customization of your experience to fit your company's needs

  • enables managers to view future sales numbers for planning

  • enables sending emails from contact records

  • enables sending text messages from contact records

  • enables teams to track time spent on projects

  • ensures no opportunity gets forgotten

  • flows time spent on projects into invoices for billing

  • gives managers the information they need to keep operations running smoothly

  • has a somewhat dated interface

  • has a steeper learning curve than some competitors

  • has an old-fashioned design

  • helps avoid paying for features you won't use

  • helps identify which marketing efforts yield the best results

  • helps teams stay focused on the most promising deals

  • helps you deliver on promises after a sale is won

  • identifies who is responsible for each part of a project

  • is a customer relationship management (CRM) software

  • is an all-in-one business management solution

  • its marketing automation tools are less sophisticated than those of dedicated marketing platforms.

  • keeps projects on schedule.

  • lets sales reps drag deals from one stage to the next as they progress

  • lets you assign tasks to team members with just a few clicks

  • lets you create tasks

  • offers a comprehensive feature set

  • offers a modular pricing model that lets businesses pay only for needed functionality

  • offers extensive customization options

  • offers marketing tools that are less powerful than dedicated marketing platforms

  • offers more advanced plans that help larger teams coordinate their work without constant manual oversight

  • offers more complex chains of actions through its advanced plans

  • offers reasonable pricing

  • offers robust tools for creating estimates

  • offers robust tools for invoicing

  • offers substantial value to small to medium-sized businesses in service industries

  • prevents team members from being overloaded with work

  • provides 24/7 customer support

  • provides a pipeline view

  • provides basic marketing tools to reach customers

  • provides templates that can be reused to start new projects quickly

  • records every email

  • records every meeting

  • records every phone call

  • sales stages align with how your company actually sells

  • sends emails automatically based on configured triggers

  • sends messages automatically in response to customer actions

  • sends messages automatically on a schedule

  • sends new leads to the right team members based on their expertise

  • sends new leads to the right team members based on their workload

  • shows how projects are progressing

  • shows whether projects are profitable

  • stores all your business contacts in one easy-to-use system

  • stores personal notes about your contacts

  • tracks social media profiles

  • tracks where leads come from

  • workflows can update records

  • works well for simple campaigns

  • automatically converts every appointment into a customer opportunity

  • automatically creates qualified leads in your CRM

  • eliminates the need to calculate which CRM modules you actually need

  • enhances booking capabilities

  • handles CRM in a single integrated platform

  • handles scheduling in a single integrated platform

  • has built-in GDPR compliance

  • integrates with CRM systems

  • is a scheduling solution

  • is cheaper than using separate tools for appointments and CRM management

  • is hosted exclusively on German servers

  • is the only CRM that supports native Exchange and Apple Calendar alongside Google Calendar

  • offers a 14-day free trial

  • offers enterprise modules at no extra cost

  • offers intelligent conflict resolution for scheduling

  • offers unlimited custom objects and attributes from day one

  • provides complete conversation history for every appointment booked

  • provides seamless scheduling across platforms

  • provides stronger data protection than US-based platforms

  • published a review of Apptivo

  • publishes Use-Cases content

  • treats booking and CRM as one integrated process

  • costs $20 per user per month billed annually

  • includes 100 custom fields per app

  • includes 18 core apps focused on essential CRM functionality

  • includes 25 automations

  • includes 25 workflow automations

  • includes 8 custom dashboards

  • is designed for small sales teams with basic CRM needs

  • is ideal for teams of 1-5 users

  • lacks advanced marketing capabilities

  • lacks integration capabilities

  • provides 1GB of storage per user

  • provides 24/7 email support

  • provides deal pipeline features

  • provides fundamental contact management features

  • provides task tracking features

  • caters to businesses that need more comprehensive tools across departments

  • costs $30 per user per month

  • covers broader business needs

  • includes 1,000 marketing emails per user per month

  • includes 25 custom dashboards

  • includes 250 custom fields per app

  • includes 3GB of storage per user

  • includes 46 apps

  • includes 75 workflow automations

  • includes basic marketing automation

  • is billed annually

  • is suitable for growing businesses with 5-20 users

  • offers a substantial upgrade compared to the Apptivo Lite plan

  • provides e-commerce capabilities

  • costs $50 per user per month when billed annually

  • includes 150 workflow automations

  • includes 3,000 marketing emails per user per month

  • includes 350 custom fields per app

  • includes 50 custom dashboards

  • includes 57 apps

  • includes SMS marketing

  • includes email sequencing capabilities

  • includes territory management

  • is designed for established businesses with 20-100 users

  • is designed for organizations that require complex automation and cross-departmental coordination

  • provides 10 GB of storage per user

  • provides advanced functionality

  • includes 100 custom dashboards

  • includes 300 automations

  • includes 300 workflow automations

  • includes 500 custom fields per app

  • includes a dedicated account manager

  • includes advanced security features

  • includes all 65 apps

  • offers 15GB storage per user

  • offers the complete Apptivo experience

  • offers white-labeling options

  • provides custom development support

  • targets larger organizations with 100+ users

  • costs can increase dramatically when additional hubs are added

  • costs can increase dramatically with higher contact volumes

  • features a more intuitive, modern interface

  • has less customization flexibility than Apptivo

  • is the stronger choice for marketing-focused organizations with larger budgets.

  • offers better SEO features than Apptivo

  • offers better content management features than Apptivo

  • offers significantly more advanced lead generation tools than Apptivo

  • offers significantly more advanced marketing automation tools than Apptivo

  • provides a more comprehensive inbound marketing platform

  • allow you to create estimates from your phone

  • allow you to manage your contacts while away from your desk

  • allow you to manage your finances while away from your desk

  • allow you to manage your projects while away from your desk

  • allow you to manage your tasks while away from your desk

  • enables viewing of work orders from a phone

  • let you track time spent on projects from your phone

  • lets you manage expense reports from your phone

  • is preferable for businesses seeking a user-friendly system

  • offers a free plan for up to three users

  • offers a gentler learning curve

  • offers a more modern and intuitive interface

  • offers marketing automation

  • offers strong marketing capabilities

  • offers stronger general CRM capabilities

  • starts at a similar price point

  • has a significantly higher price point

  • has the largest app marketplace with thousands of integrations

  • offers unmatched customization potential

  • offers unmatched enterprise scalability

  • often requires consulting services for setup

  • remains the standard for enterprise-level organizations with complex requirements and dedicated resources.

  • pricing is custom

  • pricing is custom for annual billing

  • pricing is custom for monthly billing

  • helps users achieve more

  • helps users connect

  • helps users schedule

  • costs $15 per user per month when billed annually

  • costs $20 per user per month

  • helps sales teams access customer information during meetings

  • is especially helpful for service businesses with field employees

  • costs $25 per user per month when billed annually

  • costs $30 per user per month

  • costs $50 per user per month

  • is priced at $40 per user per month when billed annually.

  • enhances scheduling capabilities beyond Apptivo's offering

  • helps keep costs manageable compared to higher-tier Apptivo CRM plans

  • notifies team members about important changes

  • offer significant savings with annual billing

  • has custom pricing

  • costs $16 per user per month when billed annually

  • offers scheduling solutions

  • costs $10 per month per user when billed annually

  • is priced at $30 per user per month for annual billing

  • is free forever for solo users

  • can be kept forever

  • provides a more extensive ecosystem of its own apps

Claims

  • Apptivo is a CRM.

  • Apptivo has an average rating of 4.5 stars across different review websites as of May 19, 2025.

  • Apptivo's G2 rating is 4.4 out of 5.

  • Apptivo's Gartner rating is 4.4 out of 5.

  • Apptivo's Software Advice rating is 4.4 out of 5.

  • Apptivo's Capterra rating is 4.4 out of 5.

  • Apptivo is a cloud-based CRM platform.

  • Apptivo offers a modular approach to business tools.

  • Apptivo is a popular CRM option for many small and medium-sized businesses.

  • Apptivo CRM lets you customize your experience based on your company's needs, rather than paying for features you'll never use.

  • Zeeg is a scheduling solution that integrates seamlessly with CRM systems to enhance your booking capabilities.

  • Apptivo CRM keeps all your business contacts in one easy-to-use system.

  • Apptivo CRM can capture new leads from your website and emails without extra work.

  • Apptivo CRM shares these leads fairly among your team members, so no one gets overloaded with work.

  • Apptivo CRM lets your team send emails and text messages right from the contact records.

  • Apptivo CRM messages can go out automatically based on schedules or when customers take certain actions.

  • Apptivo CRM connects with Gmail and Outlook.

  • Apptivo CRM's design looks a bit old-fashioned.

  • Apptivo CRM can be customized to track exactly what matters to you, including social media profiles and personal notes about your contacts.

  • Apptivo handles money matters better than most CRMs.

  • Apptivo offers mobile apps for iPhone and Android devices.

  • Apptivo's mobile apps let you manage your contacts, finances, tasks, and projects while away from your desk.

  • Apptivo allows you to create different types of estimates based on your business needs, including fixed price quotes, hourly service rates, or product sales.

  • Apptivo's mobile interface is simpler than the desktop version but includes the most important features.

  • Apptivo lets you turn these estimates into invoices with one click.

  • Apptivo tracks all your expenses.

  • Apptivo's mobile apps automatically sync your data in real-time.

  • Apptivo connects with payment processors so customers can pay you directly through invoices.

  • Apptivo mobile apps let you view work orders from your phone.

  • Apptivo can bill repeat customers automatically on a regular schedule.

  • Apptivo mobile apps let you create estimates from your phone.

  • Apptivo keeps track of your inventory.

  • Apptivo mobile apps let you track time spent on projects from your phone.

  • Apptivo helps with tax calculations.

  • Apptivo mobile apps let you manage expense reports from your phone.

  • Apptivo's complete approach to finances means you don't need separate accounting software for most tasks.

  • Apptivo mobile access is especially helpful for sales teams who need customer information during meetings.

  • Apptivo mobile access is especially helpful for service businesses whose employees work in the field.

  • Apptivo Lite plan costs $20 per user per month billed annually.

  • Apptivo Lite plan includes 18 core apps focusing on essential CRM functionality.

  • Apptivo Lite plan includes 100 custom fields per app.

  • Apptivo Lite plan includes 25 workflow automations.

  • Apptivo Lite plan includes 8 custom dashboards.

  • Apptivo Lite plan includes 1GB storage per user.

  • Apptivo Lite plan provides 24/7 email support.

  • Apptivo Lite plan targets small sales teams with basic CRM needs.

  • Apptivo Lite plan is ideal for teams of 1-5 users who need fundamental contact management, task tracking, and deal pipeline features without advanced marketing or integration capabilities.

  • Apptivo CRM helps you deliver what you promised after you win a sale.

  • Apptivo CRM lets you create and assign tasks to team members with just a few clicks.

  • Apptivo CRM Timeline charts show everyone when things are due, keeping projects on schedule.

  • Apptivo CRM lets teams track the time they spend on projects, which flows directly into invoices for billing.

  • Apptivo CRM provides templates that you can reuse to start new projects quickly.

  • Apptivo CRM makes it clear who's responsible for each part of the project.

  • Apptivo CRM reports show how projects are progressing and whether they're profitable, giving managers the information they need to keep things running smoothly.

  • Apptivo CRM includes basic marketing tools to help you reach customers.

  • Apptivo CRM allows you to create email campaigns using templates that look professional without design skills.

  • Apptivo CRM can send these emails automatically based on triggers you set up.

  • Apptivo CRM lets you see who opens your emails and clicks your links.

  • Apptivo CRM tracks where your leads come from, so you know which marketing efforts bring the best results.

  • Apptivo CRM's marketing tools are not as powerful as dedicated marketing platforms, but they work well for simple campaigns and connect smoothly with the sales process.

  • Apptivo CRM provides a pipeline view that lets you see all your sales deals clearly.

  • Apptivo CRM lets sales reps drag deals from one stage to the next as they progress.

  • Apptivo CRM allows you to set up your own sales stages that match how your company actually sells.

  • Apptivo CRM automatically sends new leads to the right team members based on their expertise or workload.

  • Apptivo CRM records every phone call, email, and meeting, so you always know what's happened with each customer.

  • Apptivo CRM enables managers to see future sales numbers for planning.

  • Apptivo CRM helps your team stay focused on the most promising deals while ensuring no opportunity gets forgotten.

  • Apptivo is a cloud-based CRM platform that combines several business applications into one comprehensive system.

  • Apptivo was founded in 2009.

  • Apptivo is designed as a modular suite of business tools that covers everything from contact management to invoicing and project tracking.

  • Apptivo provides access to over 65 integrated apps across sales, marketing, service, and operations.

  • Apptivo's modular approach allows businesses to create a customized system that addresses their specific needs without paying for unnecessary functions.

  • Apptivo uses a unified dashboard that lets users manage contacts, track deals, assign leads to sales team members automatically, monitor tasks, and automate workflows.

  • Apptivo helps teams operate more efficiently by freeing up time to focus on building customer relationships and driving sales.

  • Apptivo's modules (or 'apps') connect seamlessly with each other, ensuring data flows naturally throughout business processes.

  • Apptivo automatically transfers a lead's information to the customer database when the lead becomes a customer, and you can immediately begin tracking their purchases, support requests, and more.

  • Apptivo is a CRM.

  • Zeeg publishes Use-Cases content.

  • Salesforce provides unmatched enterprise scalability and customization potential, but at a significantly higher price point.

  • Apptivo offers a more approachable system for small to medium businesses without requiring dedicated Salesforce administrators.

  • Salesforce boasts the largest app marketplace with thousands of integrations.

  • Apptivo focuses on core functionality with fewer but well-implemented connections.

  • Apptivo can be implemented much more quickly and affordably than Salesforce.

  • Salesforce often requires consulting services for setup.

  • Apptivo represents a more cost-effective, manageable solution for small to medium businesses.

  • Salesforce remains the standard for enterprise-level organizations with complex requirements and dedicated resources.

  • HubSpot offers significantly more advanced marketing automation and lead generation tools than Apptivo.

  • HubSpot offers better content management and SEO features than Apptivo.

  • Apptivo provides more predictable, user-based pricing.

  • HubSpot's costs can increase dramatically as contact volumes grow or additional hubs are added.

  • HubSpot features a more intuitive, modern interface but with less customization flexibility than Apptivo.

  • Apptivo offers more specialized service business tools like estimates and invoicing.

  • HubSpot provides a more comprehensive inbound marketing platform.

  • HubSpot remains the stronger choice for marketing-focused organizations with larger budgets.

  • Apptivo offers better value for service businesses seeking comprehensive CRM capabilities without the premium price tag.

  • Apptivo is a customer relationship management (CRM) platform.

  • Zeeg published an Apptivo review.

  • Apptivo Ultimate plan costs $50 per user per month when billed annually.

  • Apptivo Ultimate plan includes 57 apps providing advanced functionality.

  • Apptivo Ultimate plan includes 350 custom fields per app.

  • Apptivo Ultimate plan includes 150 workflow automations.

  • Apptivo Ultimate plan includes 50 custom dashboards.

  • Apptivo Ultimate plan includes 10GB storage per user.

  • Apptivo Ultimate plan includes email sequencing capabilities.

  • Apptivo Ultimate plan includes SMS marketing.

  • Apptivo Ultimate plan includes territory management.

  • Apptivo Ultimate plan includes 3,000 marketing emails per user per month.

  • Apptivo Ultimate plan is designed for established businesses with 20-100 users that require complex automation and cross-departmental coordination.

  • Apptivo's Enterprise plan has custom pricing.

  • Apptivo's Enterprise plan offers the complete Apptivo experience.

  • The Apptivo Enterprise plan includes all 65 apps.

  • The Apptivo Enterprise plan includes 500 custom fields per app.

  • The Apptivo Enterprise plan includes 300 workflow automations.

  • The Apptivo Enterprise plan includes 100 custom dashboards.

  • The Apptivo Enterprise plan provides 15GB storage per user.

  • The Apptivo Enterprise plan includes a dedicated account manager.

  • The Apptivo Enterprise plan offers white labeling options.

  • The Apptivo Enterprise plan includes custom development support.

  • The Apptivo Enterprise plan includes advanced security features.

  • The Apptivo Enterprise plan is aimed at larger organizations with 100+ users.

  • Apptivo Premium plan costs $30 per user per month when billed annually.

  • Apptivo Premium plan includes 46 apps covering broader business needs.

  • Apptivo Premium plan includes 250 custom fields per app.

  • Apptivo Premium plan includes 75 workflow automations.

  • Apptivo Premium plan includes 25 custom dashboards.

  • Apptivo Premium plan includes 3GB storage per user.

  • Apptivo Premium plan includes basic marketing automation.

  • Apptivo Premium plan includes e-commerce capabilities.

  • Apptivo Premium plan includes 1,000 marketing emails per user per month.

  • Apptivo Premium plan is a substantial upgrade from the Apptivo Lite plan.

  • Apptivo Premium plan is suitable for growing businesses with 5-20 users who need more comprehensive tools across departments.

  • Apptivo is a highly customizable platform with over 65 integrated apps that can be tailored to specific business needs.

  • Apptivo offers competitive pricing starting at just $15 per user per month with annual billing.

  • Apptivo provides comprehensive financial tools including sophisticated invoicing and estimates that many CRMs lack.

  • Apptivo provides excellent 24/7 customer support with responsive service even on entry-level plans.

  • Apptivo offers flexible workflow automation that scales with business complexity.

  • Apptivo has strong project management capabilities that integrate seamlessly with sales processes.

  • Apptivo provides robust mobile apps for iOS and Android with offline functionality.

  • Apptivo has a dated user interface that feels less intuitive than newer CRM solutions.

  • Apptivo has a steeper learning curve for new users due to its extensive feature set.

  • Apptivo's system performance can feel slow at times, especially with larger data sets.

  • Apptivo's complex customizations often require developer assistance.

  • Apptivo does not offer a free forever plan.

  • Apptivo has limited marketing tools compared to dedicated marketing platforms.

  • Apptivo's email marketing interface feels clunky compared to specialized tools.

  • Apptivo delivers excellent value through its extensive customization capabilities and strong financial tools, making it particularly well-suited for service businesses with complex workflows.

  • Apptivo's 24/7 support exceeds expectations even at lower price tiers, with many users praising the responsiveness and knowledge of the support team.

  • Apptivo has a somewhat outdated interface that lacks the polished feel of newer CRM platforms.

  • Apptivo's marketing tools are less sophisticated than those of marketing-specific platforms.

  • Apptivo's comprehensive functionality and reasonable pricing make it a compelling choice for small to medium businesses seeking an all-in-one business management solution without enterprise-level costs.

  • Apptivo Lite costs $20 per user per month.

  • Apptivo Lite costs $15 per user per month when billed annually.

  • Apptivo Premium costs $30 per user per month.

  • Apptivo Premium costs $25 per user per month when billed annually.

  • Apptivo Ultimate costs $50 per user per month.

  • Apptivo Ultimate costs $40 per user per month when billed annually.

  • Apptivo Enterprise pricing is Custom.

  • Apptivo Enterprise pricing is Custom for both monthly and annual billing.

  • Apptivo offers monthly billing for all plans.

  • Apptivo offers annual billing for all plans.

  • All Apptivo plans can be billed monthly or annually.

  • Apptivo's pricing table lists Lite, Premium, Ultimate, and Enterprise plans.

  • Annual billing for Apptivo plans provides significant savings.

  • Zoho CRM offers a more modern, intuitive interface with a gentler learning curve.

  • Apptivo has a more dated look but provides deeper customization options.

  • Apptivo excels in service business functionality with robust estimating and invoicing tools.

  • Zoho CRM offers stronger general CRM capabilities and marketing automation.

  • Zoho CRM offers a free plan for up to three users.

  • Apptivo does not offer a free plan for up to three users.

  • Zoho One provides a more extensive ecosystem of its own apps.

  • Apptivo focuses on flexibility and third-party connections.

  • Zoho CRM is preferable for businesses seeking a user-friendly system with strong marketing capabilities.

  • Apptivo is more valuable for service businesses needing specialized financial tools.

  • Zoho CRM and Apptivo start at similar price points.

  • Apptivo CRM is a customer relationship management (CRM) software.

  • Apptivo CRM lets you set up automatic tasks that happen when certain conditions are met.

  • Apptivo Lite plan includes 25 automations.

  • Apptivo Enterprise plan includes 300 automations.

  • Apptivo CRM workflows can send follow-up emails.

  • Apptivo CRM workflows can update records.

  • Apptivo CRM workflows can create tasks.

  • Apptivo CRM workflows can notify team members about important changes.

  • Apptivo CRM workflows can automatically assign a task to your support team when a customer submits a complaint.

  • Apptivo CRM's more advanced plans allow for more complex chains of actions.

  • Apptivo CRM's more advanced plans help larger teams coordinate their work without constant manual oversight.

  • Apptivo excels at modular business management.

  • Zeeg treats booking and CRM as one integrated process.

  • Zeeg automatically converts every appointment into a customer opportunity.

  • Zeeg automatically creates qualified leads in your CRM with complete conversation history for every appointment booked.

  • Zeeg eliminates the need to calculate which CRM modules you actually need.

  • Zeeg Starter is free forever for solo users.

  • Zeeg Professional costs $10 per month per user when billed annually.

  • Zeeg Business costs $16 per month per user when billed annually.

  • Zeeg Scale costs $30 per month per user when billed annually.

  • Zeeg offers a 14-day free trial.

  • Zeeg Starter plan can be kept forever.

  • Zeeg is hosted exclusively on German servers with built-in GDPR compliance.

  • Zeeg provides stronger data protection than US-based platforms.

  • Zeeg is the only CRM that supports native Exchange and Apple Calendar alongside Google Calendar.

  • Zeeg offers intelligent conflict resolution in scheduling.

  • Zeeg allows unlimited custom objects and attributes from day one without paying for enterprise modules.

  • Zeeg costs less than using separate tools for appointments and CRM management.

  • Zeeg handles both CRM and scheduling in one integrated platform.

  • Zeeg provides seamless scheduling regardless of platform.

  • Apptivo CRM offers substantial value for small to medium-sized businesses in service industries.

  • Apptivo CRM provides comprehensive functionality.

  • Apptivo CRM pricing is reasonable.

  • Apptivo CRM offers extensive customization options.

  • Apptivo CRM is an all-in-one business management solution.

  • Apptivo CRM has a modular approach that allows businesses to pay only for needed functionality.

  • Apptivo CRM has robust financial tools for estimates and invoicing.

  • Apptivo CRM provides 24/7 customer support.

  • Apptivo CRM bridges the gap between basic CRM systems and expensive enterprise solutions.

  • Apptivo CRM has a somewhat dated interface.

  • Apptivo CRM has a steeper learning curve than some competitors.

  • Apptivo CRM's marketing automation tools are less sophisticated than those of dedicated marketing platforms.

  • Apptivo offers a flexible, comprehensive CRM solution without enterprise-level pricing.

  • Apptivo offers excellent value for businesses seeking a flexible, comprehensive CRM solution.

  • Apptivo offers plans that deliver maximum value while avoiding unnecessary expenses.

  • Zeeg's specialized scheduling platform can enhance scheduling capabilities beyond what Apptivo offers.

  • Zeeg's specialized scheduling platform helps keep costs manageable compared to higher-tier Apptivo CRM plans.

  • Prices were last checked on Dec 29, 2025 on Apptivo pricing page.

  • Zeeg GmbH offers scheduling solutions.

  • Zeeg's scheduling platform helps users connect and schedule so they achieve more.

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</svg></div><div>Product</div></div><nav class="uui-navbar01_dropdown-list w-dropdown-list"><div class="uui-navbar01_container"><div class="uui-navbar01_dropdown-content"><div class="uui-navbar01_dropdown-content-left"><div class="uui-navbar01_dropdown-link-list"><a href="/en/features/online-scheduling" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
<path d="M21 10H3M21 12.5V8.8C21 7.11984 21 6.27976 20.673 5.63803C20.3854 5.07354 19.9265 4.6146 19.362 4.32698C18.7202 4 17.8802 4 16.2 4H7.8C6.11984 4 5.27976 4 4.63803 4.32698C4.07354 4.6146 3.6146 5.07354 3.32698 5.63803C3 6.27976 3 7.11984 3 8.8V17.2C3 18.8802 3 19.7202 3.32698 20.362C3.6146 20.9265 4.07354 21.3854 4.63803 21.673C5.27976 22 6.11984 22 7.8 22H12M16 2V6M8 2V6M14.5 19L16.5 21L21 16.5" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/>
</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">Online Scheduling</div><div class="uui-text-size-small-3 hide-mobile-landscape">Simplify scheduling and increase your business utilization.</div></div></a><a href="/en/features/workflows" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
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</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">Workflows</div><div class="uui-text-size-small-3 hide-mobile-landscape">Higher productivity through workflows and automation.</div></div></a><a href="/en/features/collective-appointments" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
<path d="M22 21V19C22 17.1362 20.7252 15.5701 19 15.126M15.5 3.29076C16.9659 3.88415 18 5.32131 18 7C18 8.67869 16.9659 10.1159 15.5 10.7092M17 21C17 19.1362 17 18.2044 16.6955 17.4693C16.2895 16.4892 15.5108 15.7105 14.5307 15.3045C13.7956 15 12.8638 15 11 15H8C6.13623 15 5.20435 15 4.46927 15.3045C3.48915 15.7105 2.71046 16.4892 2.30448 17.4693C2 18.2044 2 19.1362 2 21M13.5 7C13.5 9.20914 11.7091 11 9.5 11C7.29086 11 5.5 9.20914 5.5 7C5.5 4.79086 7.29086 3 9.5 3C11.7091 3 13.5 4.79086 13.5 7Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/>
</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">Collective Meetings</div><div class="uui-text-size-small-3 hide-mobile-landscape">Schedule appointments with multiple organizers.</div></div></a><a href="/en/features/routing-forms" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
<path d="M14 2.26953V6.40007C14 6.96012 14 7.24015 14.109 7.45406C14.2049 7.64222 14.3578 7.7952 14.546 7.89108C14.7599 8.00007 15.0399 8.00007 15.6 8.00007H19.7305M16 13H8M16 17H8M10 9H8M14 2H8.8C7.11984 2 6.27976 2 5.63803 2.32698C5.07354 2.6146 4.6146 3.07354 4.32698 3.63803C4 4.27976 4 5.11984 4 6.8V17.2C4 18.8802 4 19.7202 4.32698 20.362C4.6146 20.9265 5.07354 21.3854 5.63803 21.673C6.27976 22 7.11984 22 8.8 22H15.2C16.8802 22 17.7202 22 18.362 21.673C18.9265 21.3854 19.3854 20.9265 19.673 20.362C20 19.7202 20 18.8802 20 17.2V8L14 2Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/>
</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">Routing Forms</div><div class="uui-text-size-small-3 hide-mobile-landscape">Connect customers directly with the calendar of the right contact.</div></div></a></div><div class="uui-navbar01_dropdown-link-list"><a href="/en/features/online-payment" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
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</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">Online Payments</div><div class="uui-text-size-small-3 hide-mobile-landscape">Offer your customers flexible online payment options for your time.</div></div></a><a href="/en/features/round-robin-meeting-scheduling" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
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</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">Round Robin Appointments</div><div class="uui-text-size-small-3 hide-mobile-landscape">Distribute meetings efficiently with Round Robin scheduling.</div></div></a><a href="/en/features/link-in-bio" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
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</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">Link In Bio</div><div class="uui-text-size-small-3 hide-mobile-landscape">Manage all your content and profiles centrally like a link in bio.</div></div></a><a href="/en/features/ai-answering-service" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none">
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</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">AI Phone Answering</div><div class="uui-text-size-small-3 hide-mobile-landscape">Have your AI answer phone calls and route them to the right team member.</div></div></a></div></div><div class="uui-navbar01_dropdown-content-right"><div class="uui-navbar01_dropdown-content-wrapper"><div class="uui-navbar01_dropdown-blog-list"><a href="https://zeeg.me/en/blog/post/german-linktree-alternative-gdpr-compliant" class="uui-navbar01_blog-item w-inline-block"><div class="uui-navbar01_blog-image-wrapper"><div class="w-embed"><img src="https://assets-global.website-files.com/6482fc3c808f4e9db58cda1d/653a37418c548102bf089467_Deutsche%20Linktree%20Alternative_1x.webp" loading="lazy" alt="German Linktree Alternative"></div></div><div class="uui-navbar01_large-item-content"><div class="uui-navbar01_item-heading">German Linktree alternative</div><div class="uui-text-size-small">Why choosing a GDPR-compliant solution is crucial for your online presence.</div></div></a><a href="https://zeeg.me/en/blog/post/appointment-booking-and-scheduling-software" class="uui-navbar01_blog-item w-inline-block"><div class="uui-navbar01_blog-image-wrapper"><div class="w-embed"><img src="https://assets-global.website-files.com/6482fc3c808f4e9db58cda1d/655c81892603c41bdfc2ce20_Online%20Appointment%20Booking%20and%20Scheduling%20Software_1x.webp" loading="lazy" alt="Efficiency and productivity with online scheduling"></div></div><div class="uui-navbar01_large-item-content"><div class="uui-navbar01_item-heading">Ultimate Guide to Online Appointment Booking and Scheduling Software</div><div class="uui-text-size-small">Learn the best practices for capitalizing on online scheduling tools to enhance business productivity.</div></div></a><a href="https://zeeg.me/en/blog/post/gdpr-compliant-calendly-alternative-from-germany" class="uui-navbar01_blog-item w-inline-block"><div class="uui-navbar01_blog-image-wrapper"><div class="w-embed"><img src="https://assets-global.website-files.com/6482fc3c808f4e9db58cda1d/652e3c3cb91add985345f0ca_DSGVO-konforme%20Calendly-Alternative%20aus%20Deutschland.webp" loading="lazy" alt="GDPR compliant Calendly alternative from Germany"></div></div><div class="uui-navbar01_large-item-content"><div class="uui-navbar01_item-heading">GDPR compliant Calendly alternative from Germany</div><div class="uui-text-size-small">The data privacy compliant scheduling solution from Germany and optimal Calendly alternative</div></div></a></div><div id="w-node-_95b2aabe-b097-92ba-cae2-6ed26122ea63-741f8f80" class="uui-navbar01_dropdown-content-button-wrapper"><a id="w-node-_95b2aabe-b097-92ba-cae2-6ed26122ea64-741f8f80" data-w-id="95b2aabe-b097-92ba-cae2-6ed26122ea64" href="/en/blog" class="uui-button-link is-button-xsmall w-inline-block"><div>All articles</div><div class="uui-button-icon uui-icon-1x1-xxsmall w-embed"><svg width="20" height="20" viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg">
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</svg></div><div>Solutions</div></div><nav class="uui-navbar01_dropdown-list w-dropdown-list"><div class="uui-navbar01_container solutions-dropdown-container"><div class="uui-navbar01_dropdown-content-left solutions-dropdown-col"><div id="w-node-_9d17a9fa-cbda-1cfc-9f9d-53529f0a410c-741f8f80" class="div-block-100"><h4 class="uui-navbar01_heading">Industries</h4></div><div class="div-block-105"><div class="uui-navbar08_dropdown-link-list"><a href="/en/industries/appointment-scheduling-software-for-accountants" class="uui-navbar08_dropdown-link w-inline-block"><div class="uui-navbar08_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="25" viewBox="0 0 24 25" fill="none" xmlns="http://www.w3.org/2000/svg">
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<path d="M3 21H21M6 18V10M10 18V10M14 18V10M18 18V10M20 7.00001L12.424 2.26501C12.2702 2.16887 12.1933 2.1208 12.1108 2.10206C12.0379 2.08549 11.9621 2.08549 11.8892 2.10206C11.8067 2.1208 11.7298 2.16887 11.576 2.26501L4 7.00001H20Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path>
</svg></div></div><div class="uui-navbar08_item-right"><div class="uui-navbar08_item-heading">Insurance</div></div></a><a href="/en/industries/legal-scheduling-software" class="uui-navbar08_dropdown-link w-inline-block"><div class="uui-navbar08_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
<path d="M2 17V16.8498C2 16.5333 2 16.3751 2.02421 16.2209C2.0457 16.084 2.08136 15.9497 2.13061 15.8202C2.18609 15.6743 2.2646 15.5369 2.42162 15.2622L6 9M2 17C2 19.2091 3.79086 21 6 21C8.20914 21 10 19.2091 10 17M2 17V16.8C2 16.52 2 16.38 2.0545 16.273C2.10243 16.1789 2.17892 16.1024 2.273 16.0545C2.37996 16 2.51997 16 2.8 16H9.2C9.48003 16 9.62004 16 9.727 16.0545C9.82108 16.1024 9.89757 16.1789 9.9455 16.273C10 16.38 10 16.52 10 16.8V17M6 9L9.57838 15.2622C9.7354 15.5369 9.81391 15.6743 9.86939 15.8202C9.91864 15.9497 9.9543 16.084 9.97579 16.2209C10 16.3751 10 16.5333 10 16.8498V17M6 9L18 7M14 15V14.8498C14 14.5333 14 14.3751 14.0242 14.2209C14.0457 14.084 14.0814 13.9497 14.1306 13.8202C14.1861 13.6743 14.2646 13.5369 14.4216 13.2622L18 7M14 15C14 17.2091 15.7909 19 18 19C20.2091 19 22 17.2091 22 15M14 15V14.8C14 14.52 14 14.38 14.0545 14.273C14.1024 14.1789 14.1789 14.1024 14.273 14.0545C14.38 14 14.52 14 14.8 14H21.2C21.48 14 21.62 14 21.727 14.0545C21.8211 14.1024 21.8976 14.1789 21.9455 14.273C22 14.38 22 14.52 22 14.8V15M18 7L21.5784 13.2622C21.7354 13.5369 21.8139 13.6743 21.8694 13.8202C21.9186 13.9497 21.9543 14.084 21.9758 14.2209C22 14.3751 22 14.5333 22 14.8498V15M12 3V8" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/>
</svg></div></div><div class="uui-navbar08_item-right"><div class="uui-navbar08_item-heading">Law Firms &amp; Attorneys</div></div></a><a href="/en/industries/public-services" class="uui-navbar08_dropdown-link w-inline-block"><div class="uui-navbar08_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
<path d="M3 21H21M6 18V10M10 18V10M14 18V10M18 18V10M20 7.00001L12.424 2.26501C12.2702 2.16887 12.1933 2.1208 12.1108 2.10206C12.0379 2.08549 11.9621 2.08549 11.8892 2.10206C11.8067 2.1208 11.7298 2.16887 11.576 2.26501L4 7.00001H20Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path>
</svg></div></div><div class="uui-navbar08_item-right"><div class="uui-navbar08_item-heading">Government &amp; Public services</div></div></a><a href="/en/industries/professional-services-scheduling-software" class="uui-navbar08_dropdown-link w-inline-block"><div class="uui-navbar08_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
<path d="M16 7C16 6.07003 16 5.60504 15.8978 5.22354C15.6204 4.18827 14.8117 3.37962 13.7765 3.10222C13.395 3 12.93 3 12 3C11.07 3 10.605 3 10.2235 3.10222C9.18827 3.37962 8.37962 4.18827 8.10222 5.22354C8 5.60504 8 6.07003 8 7M5.2 21H18.8C19.9201 21 20.4802 21 20.908 20.782C21.2843 20.5903 21.5903 20.2843 21.782 19.908C22 19.4802 22 18.9201 22 17.8V10.2C22 9.07989 22 8.51984 21.782 8.09202C21.5903 7.71569 21.2843 7.40973 20.908 7.21799C20.4802 7 19.9201 7 18.8 7H5.2C4.07989 7 3.51984 7 3.09202 7.21799C2.71569 7.40973 2.40973 7.71569 2.21799 8.09202C2 8.51984 2 9.07989 2 10.2V17.8C2 18.9201 2 19.4802 2.21799 19.908C2.40973 20.2843 2.71569 20.5903 3.09202 20.782C3.51984 21 4.0799 21 5.2 21Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/>
</svg></div></div><div class="uui-navbar08_item-right"><div class="uui-navbar08_item-heading">Consultants</div></div></a><a href="/en/industries/coaching" class="uui-navbar08_dropdown-link w-inline-block"><div class="uui-navbar08_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
<path d="M8 14C8 14 9.5 16 12 16C14.5 16 16 14 16 14M17 9.24C16.605 9.725 16.065 10 15.5 10C14.935 10 14.41 9.725 14 9.24M10 9.24C9.605 9.725 9.065 10 8.5 10C7.935 10 7.41 9.725 7 9.24M22 12C22 17.5228 17.5228 22 12 22C6.47715 22 2 17.5228 2 12C2 6.47715 6.47715 2 12 2C17.5228 2 22 6.47715 22 12Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path>
</svg></div></div><div class="uui-navbar08_item-right"><div class="uui-navbar08_item-heading">Coaching</div></div></a><a href="/en/industries/all-industries" class="uui-navbar08_dropdown-link w-inline-block"><div class="uui-navbar08_item-right"><div class="uui-navbar08_item-heading">All Industries</div></div><div class="uui-navbar08_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none">
  <path d="M4 12H20M20 12L14 6M20 12L14 18" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/>
</svg></div></div></a></div></div></div><div class="div-block-102"></div><div class="uui-navbar01_dropdown-content-left solutions-dropdown-col"><div id="w-node-_9d17a9fa-cbda-1cfc-9f9d-53529f0a4136-741f8f80" class="div-block-100"><h4 class="uui-navbar01_heading">Size</h4></div><div class="uui-navbar01_dropdown-link-list"><a href="/en/solutions/enterprise-appointment-scheduling-software" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
<path d="M7.5 11H4.6C4.03995 11 3.75992 11 3.54601 11.109C3.35785 11.2049 3.20487 11.3578 3.10899 11.546C3 11.7599 3 12.0399 3 12.6V21M16.5 11H19.4C19.9601 11 20.2401 11 20.454 11.109C20.6422 11.2049 20.7951 11.3578 20.891 11.546C21 11.7599 21 12.0399 21 12.6V21M16.5 21V6.2C16.5 5.0799 16.5 4.51984 16.282 4.09202C16.0903 3.71569 15.7843 3.40973 15.408 3.21799C14.9802 3 14.4201 3 13.3 3H10.7C9.57989 3 9.01984 3 8.59202 3.21799C8.21569 3.40973 7.90973 3.71569 7.71799 4.09202C7.5 4.51984 7.5 5.0799 7.5 6.2V21M22 21H2M11 7H13M11 11H13M11 15H13" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/>
</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">Enterprise</div></div></a><a href="/en/solutions/scheduling-software-for-small-businesses" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
<path d="M15 21V15.6C15 15.0399 15 14.7599 14.891 14.546C14.7951 14.3578 14.6422 14.2049 14.454 14.109C14.2401 14 13.9601 14 13.4 14H10.6C10.0399 14 9.75992 14 9.54601 14.109C9.35785 14.2049 9.20487 14.3578 9.10899 14.546C9 14.7599 9 15.0399 9 15.6V21M3 7C3 8.65685 4.34315 10 6 10C7.65685 10 9 8.65685 9 7C9 8.65685 10.3431 10 12 10C13.6569 10 15 8.65685 15 7C15 8.65685 16.3431 10 18 10C19.6569 10 21 8.65685 21 7M6.2 21H17.8C18.9201 21 19.4802 21 19.908 20.782C20.2843 20.5903 20.5903 20.2843 20.782 19.908C21 19.4802 21 18.9201 21 17.8V6.2C21 5.0799 21 4.51984 20.782 4.09202C20.5903 3.71569 20.2843 3.40973 19.908 3.21799C19.4802 3 18.9201 3 17.8 3H6.2C5.0799 3 4.51984 3 4.09202 3.21799C3.71569 3.40973 3.40973 3.71569 3.21799 4.09202C3 4.51984 3 5.07989 3 6.2V17.8C3 18.9201 3 19.4802 3.21799 19.908C3.40973 20.2843 3.71569 20.5903 4.09202 20.782C4.51984 21 5.07989 21 6.2 21Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/>
</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">Small &amp; Medium Business</div></div></a><a href="/en/solutions/startup-appointment-scheduling-software" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
<path d="M12 14.9998L9 11.9998M12 14.9998C13.3968 14.4685 14.7369 13.7985 16 12.9998M12 14.9998V19.9998C12 19.9998 15.03 19.4498 16 17.9998C17.08 16.3798 16 12.9998 16 12.9998M9 11.9998C9.53214 10.6192 10.2022 9.29582 11 8.04976C12.1652 6.18675 13.7876 4.65281 15.713 3.59385C17.6384 2.53489 19.8027 1.98613 22 1.99976C22 4.71976 21.22 9.49976 16 12.9998M9 11.9998H4C4 11.9998 4.55 8.96976 6 7.99976C7.62 6.91976 11 7.99976 11 7.99976M4.5 16.4998C3 17.7598 2.5 21.4998 2.5 21.4998C2.5 21.4998 6.24 20.9998 7.5 19.4998C8.21 18.6598 8.2 17.3698 7.41 16.5898C7.02131 16.2188 6.50929 16.0044 5.97223 15.9878C5.43516 15.9712 4.91088 16.1535 4.5 16.4998Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path>
</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">Startup</div></div></a><a href="/en/solutions/scheduling-for-non-profits-and-ngos" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
<path d="M6 20.0872H8.61029C8.95063 20.0872 9.28888 20.1277 9.61881 20.2086L12.3769 20.8789C12.9753 21.0247 13.5988 21.0388 14.2035 20.9214L17.253 20.3281C18.0585 20.1712 18.7996 19.7854 19.3803 19.2205L21.5379 17.1217C22.154 16.5234 22.154 15.5524 21.5379 14.9531C20.9832 14.4134 20.1047 14.3527 19.4771 14.8103L16.9626 16.6449C16.6025 16.9081 16.1643 17.0498 15.7137 17.0498H13.2855L14.8311 17.0498C15.7022 17.0498 16.4079 16.3633 16.4079 15.5159V15.2091C16.4079 14.5055 15.9156 13.892 15.2141 13.7219L12.8286 13.1417C12.4404 13.0476 12.0428 13 11.6431 13C10.6783 13 8.93189 13.7988 8.93189 13.7988L6 15.0249M2 14.6L2 20.4C2 20.9601 2 21.2401 2.10899 21.454C2.20487 21.6422 2.35785 21.7951 2.54601 21.891C2.75992 22 3.03995 22 3.6 22H4.4C4.96005 22 5.24008 22 5.45399 21.891C5.64215 21.7951 5.79513 21.6422 5.89101 21.454C6 21.2401 6 20.9601 6 20.4V14.6C6 14.04 6 13.7599 5.89101 13.546C5.79513 13.3578 5.64215 13.2049 5.45399 13.109C5.24008 13 4.96005 13 4.4 13H3.6C3.03995 13 2.75992 13 2.54601 13.109C2.35785 13.2049 2.20487 13.3578 2.10899 13.546C2 13.7599 2 14.0399 2 14.6ZM17.1914 3.59226C16.5946 2.3434 15.2186 1.68179 13.8804 2.32037C12.5423 2.95896 11.9722 4.47338 12.5325 5.80283C12.8787 6.62446 13.8707 8.22 14.5781 9.31903C14.8394 9.72511 14.9701 9.92815 15.161 10.0469C15.3247 10.1488 15.5297 10.2037 15.7224 10.1974C15.9471 10.1899 16.1618 10.0794 16.5911 9.85843C17.7532 9.26032 19.4101 8.37455 20.1208 7.83613C21.2707 6.96492 21.5556 5.36358 20.6947 4.14624C19.8337 2.92891 18.3327 2.80912 17.1914 3.59226Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path>
</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">Non-profit &amp; NGO</div></div></a><a href="/en/solutions/scheduling-tool-for-individuals" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
<path d="M20 21C20 19.6044 20 18.9067 19.8278 18.3389C19.44 17.0605 18.4395 16.06 17.1611 15.6722C16.5933 15.5 15.8956 15.5 14.5 15.5H9.5C8.10444 15.5 7.40665 15.5 6.83886 15.6722C5.56045 16.06 4.56004 17.0605 4.17224 18.3389C4 18.9067 4 19.6044 4 21M16.5 7.5C16.5 9.98528 14.4853 12 12 12C9.51472 12 7.5 9.98528 7.5 7.5C7.5 5.01472 9.51472 3 12 3C14.4853 3 16.5 5.01472 16.5 7.5Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/>
</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">Individual</div></div></a></div></div><div class="div-block-102"></div><div class="uui-navbar01_dropdown-content-left solutions-dropdown-col"><div id="w-node-fd12d9c0-b3b0-cc9c-1681-8efa90d97b32-741f8f80" class="div-block-100"><h4 class="uui-navbar01_heading">Use-Cases</h4></div><div class="uui-navbar01_dropdown-link-list"><a href="/en/industries/sales-appointment-scheduling-software" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
<path d="M9 9H9.01M15 15H15.01M16 8L8 16M22 12C22 17.5228 17.5228 22 12 22C6.47715 22 2 17.5228 2 12C2 6.47715 6.47715 2 12 2C17.5228 2 22 6.47715 22 12ZM9.5 9C9.5 9.27614 9.27614 9.5 9 9.5C8.72386 9.5 8.5 9.27614 8.5 9C8.5 8.72386 8.72386 8.5 9 8.5C9.27614 8.5 9.5 8.72386 9.5 9ZM15.5 15C15.5 15.2761 15.2761 15.5 15 15.5C14.7239 15.5 14.5 15.2761 14.5 15C14.5 14.7239 14.7239 14.5 15 14.5C15.2761 14.5 15.5 14.7239 15.5 15Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path>
</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">Sales</div></div></a><a href="/en/customer-success" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
<path d="M8.99962 14C8.99962 14 10.3121 15.5 12.4996 15.5C14.6871 15.5 15.9996 14 15.9996 14M15.2496 9H15.2596M9.74962 9H9.75962M12.4996 20C17.194 20 20.9996 16.1944 20.9996 11.5C20.9996 6.80558 17.194 3 12.4996 3C7.8052 3 3.99962 6.80558 3.99962 11.5C3.99962 12.45 4.15547 13.3636 4.443 14.2166C4.55119 14.5376 4.60529 14.6981 4.61505 14.8214C4.62469 14.9432 4.6174 15.0286 4.58728 15.1469C4.55677 15.2668 4.48942 15.3915 4.35472 15.6408L2.71906 18.6684C2.48575 19.1002 2.36909 19.3161 2.3952 19.4828C2.41794 19.6279 2.50337 19.7557 2.6288 19.8322C2.7728 19.9201 3.01692 19.8948 3.50517 19.8444L8.62619 19.315C8.78127 19.299 8.85881 19.291 8.92949 19.2937C8.999 19.2963 9.04807 19.3029 9.11586 19.3185C9.18478 19.3344 9.27145 19.3678 9.44478 19.4345C10.3928 19.7998 11.4228 20 12.4996 20ZM15.7496 9C15.7496 9.27614 15.5258 9.5 15.2496 9.5C14.9735 9.5 14.7496 9.27614 14.7496 9C14.7496 8.72386 14.9735 8.5 15.2496 8.5C15.5258 8.5 15.7496 8.72386 15.7496 9ZM10.2496 9C10.2496 9.27614 10.0258 9.5 9.74962 9.5C9.47348 9.5 9.24962 9.27614 9.24962 9C9.24962 8.72386 9.47348 8.5 9.74962 8.5C10.0258 8.5 10.2496 8.72386 10.2496 9Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path>
</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">Customer Success &amp; Support</div></div></a><a href="/en/industries/interview-scheduling-software" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
<path d="M12 15.5H7.5C6.10444 15.5 5.40665 15.5 4.83886 15.6722C3.56045 16.06 2.56004 17.0605 2.17224 18.3389C2 18.9067 2 19.6044 2 21M16 18L18 20L22 16M14.5 7.5C14.5 9.98528 12.4853 12 10 12C7.51472 12 5.5 9.98528 5.5 7.5C5.5 5.01472 7.51472 3 10 3C12.4853 3 14.5 5.01472 14.5 7.5Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path>
</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">Recruiting &amp; HR</div></div></a><a href="#" class="uui-navbar01_dropdown-link w-inline-block"><div class="uui-navbar01_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
<path d="M16 8V5L19 2L20 4L22 5L19 8H16ZM16 8L12 11.9999M22 12C22 17.5228 17.5228 22 12 22C6.47715 22 2 17.5228 2 12C2 6.47715 6.47715 2 12 2M17 12C17 14.7614 14.7614 17 12 17C9.23858 17 7 14.7614 7 12C7 9.23858 9.23858 7 12 7" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"></path>
</svg></div></div><div class="uui-navbar01_item-right"><div class="uui-navbar01_item-heading">Marketing</div></div></a></div></div></div></nav></div><a href="https://zeeg.me/en#integrations" class="uui-navbar03_link w-nav-link">Integrations</a><a href="/en/pricing" class="uui-navbar03_link w-nav-link">Pricing</a><div data-hover="true" data-delay="300" class="uui-navbar07_menu-dropdown w-dropdown"><div class="uui-navbar07_dropdown-toggle w-dropdown-toggle"><div class="uui-dropdown-icon-4 w-embed"><svg width="20" height="20" viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg">
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</svg></div><div>Resources</div></div><nav class="uui-navbar07_dropdown-list w-dropdown-list"><div class="uui-navbar07_dropdown-link-list"><a href="/en/customers" class="uui-navbar07_dropdown-link w-inline-block"><div class="uui-navbar07_icon-wrapper"><div class="uui-icon-1x1-xsmall w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
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</script></div></div></div><div id="content" class="text-rich-text w-richtext"><p>Apptivo, a cloud-based CRM platform that offers a modular approach to business tools, is a popular <a href="/en/blog/post/best-crm-software-for-small-business" target="_blank">CRM option for many small and medium-sized businesses</a>. And one reason for that is that Apptivo CRM lets you customize your experience based on your company’s needs, rather than paying for features you&#x27;ll never use.</p><p>But the landscape is broad, and you might still wonder if this is the right choice for your business. In this Apptivo review, we&#x27;ll break down its features, pricing, and how it compares to competitors. And we&#x27;ll also introduce <a href="/" target="_blank">Zeeg</a>, a scheduling solution that integrates seamlessly with CRM systems to enhance your booking capabilities.</p><h2><strong>What is Apptivo and how does it work?</strong></h2><figure style="max-width:1104pxpx" class="w-richtext-align-fullwidth w-richtext-figure-type-image"><div><img src="https://cdn.prod.website-files.com/6482fc3c808f4e9db58cda1d/67ab88f8749d6ae5157e4fc3_apptivo-logo.webp" loading="lazy" alt=""/></div></figure><p>Apptivo is a cloud-based CRM platform that combines several business applications into one comprehensive system. Founded in 2009, it&#x27;s designed as a modular suite of business tools that covers everything from contact management to invoicing and project tracking.</p><p>What sets Apptivo CRM apart is its structure - instead of offering one massive system with fixed features, Apptivo provides access to over 65 integrated apps across sales, marketing, service, and operations. This modular approach allows businesses to create a customized system that addresses their specific needs without paying for unnecessary functions.</p><p>The platform works through a unified dashboard that lets users manage contacts, track deals, assign leads to sales team members automatically, monitor tasks, and automate workflows. With Apptivo software, teams can operate more efficiently, freeing up time to focus on building customer relationships and driving sales.</p><p>Each module (or &quot;app&quot; as Apptivo calls them) connects seamlessly with the others, ensuring data flows naturally throughout your business processes. For example, when a lead becomes a customer, their information automatically transfers to your customer database, and you can immediately begin tracking their purchases, support requests, and more.</p><p><strong>You might also like:</strong></p><ul role="list"><li><a href="/en/blog/post/pipedrive-vs-salesforce" target="_blank"><strong>Pipedrive - Salesforce comparison</strong></a></li><li><a href="/en/blog/post/salesforce-small-business" target="_blank"><strong>Salesforce for small businesses: Is It Worth it?</strong></a></li><li><a href="/en/blog/post/salesforce-small-business-pricing" target="_blank"><strong>Salesforce pricing for Small Businesses</strong></a></li></ul><h2>Apptivo reviews &amp; ratings</h2><p>As of May 19th 2025, Apptivo has an average rating of 4.5 stars rating when we consider different review websites:</p><ul role="list"><li><a href="https://www.g2.com/products/apptivo/reviews" target="_blank">G2: 4.4/5</a></li><li><a href="https://www.gartner.com/reviews/market/sales-force-automation-platforms/vendor/apptivo/product/apptivo-crm" target="_blank">Gartner: 4.4/5</a></li><li><a href="https://www.softwareadvice.com/crm/apptivo-profile/" target="_blank">SoftwareAdvice: 4.4/5</a></li><li><a href="https://www.capterra.com/p/228915/Apptivo/reviews/" target="_blank">Capterra: 4.4/5</a></li></ul><h2><strong>Apptivo CRM key features review</strong></h2><figure style="max-width:1400px" class="w-richtext-align-center w-richtext-figure-type-image"><div><img src="https://cdn.prod.website-files.com/6482fc3c808f4e9db58cda1d/69529dd79ca56be0a9fc40ec_Screenshot%202025-12-29%20at%2016.27.09.png" loading="lazy" alt=""/></div></figure><h3><strong>Contact management</strong></h3><p>Apptivo keeps all your business contacts in one easy-to-use system. You can capture new leads from your website and emails without extra work. The system shares these leads fairly among your team members, so no one gets overloaded with work.</p><p>Your team can send emails and text messages right from the contact records. These messages can go out automatically based on schedules or when customers take certain actions. The system connects with Gmail and Outlook too. While Apptivo&#x27;s design looks a bit old-fashioned, you can customize it to track exactly what matters to you - from social media profiles to personal notes about your contacts.</p><h3><strong>Sales pipeline management</strong></h3><p>You can see all your sales deals clearly in Apptivo&#x27;s pipeline view. Sales reps simply drag deals from one stage to the next as they progress. Unlike other systems, you can set up your own sales stages that match how your company actually sells.</p><p>The system automatically sends new leads to the right team members based on their expertise or workload. Every phone call, email, and meeting gets recorded, so you always know what&#x27;s happened with each customer. Managers can see future sales numbers for planning. This setup helps your team stay focused on the most promising deals while making sure no opportunity gets forgotten.</p><h3><strong>Project management</strong></h3><p>After you win a sale, Apptivo helps you deliver what you promised. You can create and assign tasks to team members with just a few clicks. Timeline charts show everyone when things are due, keeping projects on schedule.</p><p>Teams can track the time they spend on projects, which flows directly into invoices for billing. Starting new projects is fast thanks to templates that you can reuse. The system makes it clear who&#x27;s responsible for each part of the project. Reports show how projects are progressing and if they&#x27;re profitable, giving managers the information they need to keep things running smoothly.</p><h3><strong>Financial management</strong></h3><p>Apptivo handles money matters better than most CRMs. You can create different types of estimates based on your business needs - fixed price quotes, hourly service rates, or product sales. When work is finished, you can turn these estimates into invoices with one click.</p><p>The system tracks all your expenses and connects with payment processors so customers can pay you directly through invoices. For businesses with repeat customers, Apptivo can bill them automatically on a regular schedule. It also keeps track of your inventory and helps with tax calculations. This complete approach to finances means you don&#x27;t need separate accounting software for most tasks.</p><h3><strong>Marketing capabilities</strong></h3><p>Apptivo includes basic marketing tools to help you reach customers. You can create email campaigns using templates that look professional without design skills. The system can send these emails automatically based on triggers you set up.</p><p>You can see who opens your emails and clicks your links, helping you understand what&#x27;s working. The system tracks where your leads come from, so you know which marketing efforts bring the best results. While not as powerful as dedicated marketing platforms, Apptivo&#x27;s tools work well for simple campaigns and connect smoothly with the sales process.</p><h3><strong>Workflow automation</strong></h3><p>Apptivo lets you set up automatic tasks that happen when certain conditions are met. This saves time on repetitive work. The number of automations you can create depends on your plan - from 25 in the Lite plan to 300 in Enterprise.</p><p>Businesses use these workflows to send follow-up emails, update records, create tasks, or notify team members about important changes. For example, you could set up a workflow that automatically assigns a task to your support team when a customer submits a complaint. The more advanced plans allow for more complex chains of actions, helping larger teams coordinate their work without constant manual oversight.</p><h3><strong>Mobile access</strong></h3><p>Apptivo offers mobile apps for both iPhone and Android devices. These apps let you manage your contacts, finances, tasks, and projects while away from your desk. The mobile interface is simpler than the desktop version but includes the most important features.</p><p>The apps automatically sync your data in real-time, so you always have the latest information. You can view work orders, create estimates, track time spent on projects, and manage expense reports from your phone. This mobile access is especially helpful for sales teams who need customer information during meetings or service businesses whose employees work in the field.</p><h2><strong>Pros and cons of Apptivo</strong></h2><div class="w-embed"><div style="border: 1px solid #ddd; border-radius: 10px; overflow: hidden; max-width: 768px; margin: 0 auto;">
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                    <th style="text-align: center; padding: 8px; border: 1px solid #ddd; border-top: none; border-left: none;">Pros</th>
                    <th style="text-align: center; padding: 8px; border: 1px solid #ddd; border-top: none; border-right: none;">Cons</th>
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                        <p>✓ <strong>Highly customizable platform</strong> with over 65 integrated apps that can be tailored to specific business needs</p>
                        <p>✓ <strong>Competitive pricing</strong> starting at just $15 per user per month with annual billing</p>
                        <p>✓ <strong>Comprehensive financial tools</strong> including sophisticated invoicing and estimates that many CRMs lack</p>
                        <p>✓ <strong>Excellent 24/7 customer support</strong> with responsive service even on entry-level plans</p>
                        <p>✓ <strong>Flexible workflow automation</strong> that scales with business complexity</p>
                        <p>✓ <strong>Strong project management capabilities</strong> that integrate seamlessly with sales processes</p>
                        <p>✓ <strong>Robust mobile apps</strong> for iOS and Android with offline functionality</p>
                    </td>
                    <td style="padding: 12px; border: 1px solid #ddd; border-right: none; vertical-align: top;">
                        <p>✗ <strong>Dated user interface</strong> that feels less intuitive than newer CRM solutions</p>
                        <p>✗ <strong>Steeper learning curve</strong> for new users due to extensive feature set</p>
                        <p>✗ <strong>System performance</strong> can feel slow at times, especially with larger data sets</p>
                        <p>✗ <strong>Complex customizations</strong> often require developer assistance</p>
                        <p>✗ <strong>No free forever plan</strong> unlike some competing CRM platforms</p>
                        <p>✗ <strong>Limited marketing tools</strong> compared to dedicated marketing platforms</p>
                        <p>✗ <strong>Email marketing interface</strong> feels clunky compared to specialized tools</p>
                    </td>
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</div></div><p>Apptivo delivers excellent value through its extensive customization capabilities and strong financial tools, making it particularly well-suited for service businesses with complex workflows. The 24/7 support exceeds expectations even at lower price tiers, with many users praising the responsiveness and knowledge of the support team.</p><p>However, these strengths are balanced against a somewhat outdated interface that lacks the polished feel of newer CRM platforms. For teams accustomed to sleek, modern software, this learning curve might present an initial hurdle. Additionally, businesses heavily focused on marketing automation may find Apptivo&#x27;s tools in this area less sophisticated than those of marketing-specific platforms.</p><p>Despite these limitations, Apptivo&#x27;s comprehensive functionality and reasonable pricing make it a compelling choice for small to medium businesses seeking an all-in-one business management solution without enterprise-level costs.</p><h2><strong>Apptivo pricing</strong></h2><div class="w-embed"><div style="border: 1px solid #ddd; border-radius: 10px; overflow: hidden; max-width: 768px; margin: 0 auto;">
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                    <th style="text-align: left; padding: 8px; border: 1px solid #ddd; border-top: none; border-left: none;">Plan</th>
                    <th style="text-align: center; padding: 8px; border: 1px solid #ddd; border-top: none;">Monthly Price</th>
                    <th style="text-align: center; padding: 8px; border: 1px solid #ddd; border-top: none; border-right: none;">Annual Price (per month)</th>
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                    <td style="text-align: left; padding: 8px; border: 1px solid #ddd; border-left: none;"><strong>Lite</strong></td>
                    <td style="text-align: center; padding: 8px; border: 1px solid #ddd;">$20/user</td>
                    <td style="text-align: center; padding: 8px; border: 1px solid #ddd; border-right: none;">$15/user</td>
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                    <td style="text-align: left; padding: 8px; border: 1px solid #ddd; border-left: none;"><strong>Premium</strong></td>
                    <td style="text-align: center; padding: 8px; border: 1px solid #ddd;">$30/user</td>
                    <td style="text-align: center; padding: 8px; border: 1px solid #ddd; border-right: none;">$25/user</td>
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                    <td style="text-align: left; padding: 8px; border: 1px solid #ddd; border-left: none;"><strong>Ultimate</strong></td>
                    <td style="text-align: center; padding: 8px; border: 1px solid #ddd;">$50/user</td>
                    <td style="text-align: center; padding: 8px; border: 1px solid #ddd; border-right: none;">$40/user</td>
                </tr>
                <tr style="background-color: #f8f8f8;">
                    <td style="text-align: left; padding: 8px; border: 1px solid #ddd; border-left: none; border-bottom: none;"><strong>Enterprise</strong></td>
                    <td style="text-align: center; padding: 8px; border: 1px solid #ddd; border-bottom: none;">Custom</td>
                    <td style="text-align: center; padding: 8px; border: 1px solid #ddd; border-right: none; border-bottom: none;">Custom</td>
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</div></div><p><a href="/en/blog/post/apptivo-pricing" target="_blank">Apptivo&#x27;s pricing structure</a> is quite easy to understand, but there&#x27;s a ton of features there to look at before you pick your favorite. All plans can be billed monthly or annually, with annual billing providing significant savings.</p><h3><strong>Lite plan</strong></h3><p>The Lite plan ($20/user/month billed annually) targets small sales teams with basic CRM needs. It includes:</p><ul role="list"><li>18 core apps focusing on essential CRM functionality</li><li>100 custom fields per app</li><li>25 workflow automations</li><li>8 custom dashboards</li><li>1GB storage per user</li><li>24/7 email support</li></ul><p>This entry-level option is ideal for teams of 1-5 users who need fundamental contact management, task tracking, and deal pipeline features without advanced marketing or integration capabilities.</p><h3><strong>Premium plan</strong></h3><p>The Premium plan ($30/user/month billed annually) expands significantly with:</p><ul role="list"><li>46 apps covering broader business needs</li><li>250 custom fields per app</li><li>75 workflow automations</li><li>25 custom dashboards</li><li>3GB storage per user</li><li>Basic marketing automation</li><li>E-commerce capabilities</li><li>1,000 marketing emails per user/month</li></ul><p>This tier represents a substantial upgrade from Lite, making it suitable for growing businesses with 5-20 users who need more comprehensive tools across departments.</p><h3><strong>Ultimate plan</strong></h3><p>The Ultimate plan ($50/user/month billed annually) adds sophisticated features like:</p><ul role="list"><li>57 apps providing advanced functionality</li><li>350 custom fields per app</li><li>150 workflow automations</li><li>50 custom dashboards</li><li>10GB storage per user</li><li>Email sequencing capabilities</li><li>SMS marketing</li><li>Territory management</li><li>3,000 marketing emails per user/month</li></ul><p>This tier is designed for established businesses with 20-100 users that require complex automation and cross-departmental coordination.</p><h3><strong>Enterprise plan</strong></h3><p>The Enterprise plan (custom pricing) offers the complete Apptivo experience with:</p><ul role="list"><li>All 65 apps</li><li>500 custom fields per app</li><li>300 workflow automations</li><li>100 custom dashboards</li><li>15GB storage per user</li><li>Dedicated account manager</li><li>White labeling options</li><li>Custom development support</li><li>Advanced security features</li></ul><p>Aimed at larger organizations with 100+ users, this tier provides the highest level of customization and support.</p><h2><strong>How Apptivo compares to competitors</strong></h2><h3><strong>Apptivo vs. Zoho CRM</strong></h3><p>When comparing Apptivo with Zoho CRM, several key differences emerge:</p><ul role="list"><li>User experience: Zoho offers a more modern, intuitive interface with a gentler learning curve, while Apptivo has a more dated look but provides deeper customization options.</li><li>Feature focus: Apptivo excels in service business functionality with robust estimating and invoicing tools, whereas Zoho offers stronger general CRM capabilities and marketing automation.</li><li>Pricing: Both start at similar price points, but Zoho offers a free plan for up to three users that Apptivo doesn&#x27;t match.</li><li>Integrations: Zoho provides a more extensive ecosystem of its own apps (Zoho One), while Apptivo focuses on flexibility and third-party connections.</li></ul><p>For businesses seeking a user-friendly system with strong marketing capabilities, Zoho may be preferable. However, service businesses needing specialized financial tools will likely find Apptivo more valuable.</p><h3><strong>Apptivo vs. HubSpot</strong></h3><p>Comparing Apptivo with HubSpot reveals different strengths:</p><ul role="list"><li>Marketing capabilities: HubSpot offers significantly more advanced marketing automation and lead generation tools than Apptivo, with better content management and SEO features.</li><li>Pricing structure: Apptivo provides more predictable, user-based pricing, while HubSpot&#x27;s costs can increase dramatically as contact volumes grow or additional hubs are added.</li><li>Ease of use: HubSpot features a more intuitive, modern interface but with less customization flexibility than Apptivo.</li><li>Service focus: Apptivo offers more specialized service business tools like estimates and invoicing, while HubSpot provides a more comprehensive inbound marketing platform.</li></ul><p>HubSpot remains the stronger choice for marketing-focused organizations with larger budgets, while Apptivo offers better value for service businesses seeking comprehensive CRM capabilities without the premium price tag.</p><h3><strong>Apptivo vs. Salesforce</strong></h3><p>When measuring Apptivo against industry giant Salesforce:</p><ul role="list"><li>Scalability: Salesforce provides unmatched enterprise scalability and customization potential but at a significantly higher price point.</li><li>Complexity: Apptivo offers a more approachable system for small to medium businesses without requiring dedicated Salesforce administrators.</li><li>Ecosystem: Salesforce boasts the largest app marketplace with thousands of integrations, while Apptivo focuses on core functionality with fewer but well-implemented connections.</li><li>Implementation: Apptivo can be implemented much more quickly and affordably than Salesforce, which often requires consulting services for setup.</li></ul><p>Apptivo represents a more cost-effective, manageable solution for SMBs, while Salesforce remains the standard for enterprise-level organizations with complex requirements and dedicated resources.</p><h2><strong>Enhance your business scheduling with </strong><a href="/" target="_blank"><strong>Zeeg</strong></a></h2><figure style="max-width:1128pxpx" class="w-richtext-align-fullwidth w-richtext-figure-type-image"><div><img src="https://cdn.prod.website-files.com/6482fc3c808f4e9db58cda1d/67ab849f5f0722e58c81c916_zeeg-logo.webp" loading="lazy" alt=""/></div></figure><p>While Apptivo excels at modular business management, many businesses discover that appointment scheduling deserves more than just another feature addon. Zeeg solves this by treating booking and CRM as one integrated process - because every appointment should automatically become a customer opportunity.</p><p><strong>Why choose Zeeg over traditional CRM scheduling modules:</strong></p><p><strong>Integrated customer acquisition pipeline - </strong>Every appointment booked through Zeeg automatically creates qualified leads in your CRM with complete conversation history. Unlike modular approaches that treat scheduling as an afterthought, Zeeg ensures no lead gets lost between booking and deal closure.</p><p><strong>Transparent pricing without module complexity</strong> - Starting at $10/month per user (free forever for solo users), Zeeg eliminates the need to calculate which CRM modules you actually need. One solution handles both scheduling and customer management without hidden upgrade costs or feature restrictions.</p><p><strong>German data sovereignty - </strong>Hosted exclusively on German servers with built-in <a href="/en/blog/post/zeeg-gdpr" target="_blank">GDPR compliance</a>, Zeeg provides stronger data protection than US-based platforms. Your customer data stays under European jurisdiction with immediate compliance approval.</p><p><strong>Native calendar integration beyond basic sync - </strong>The only CRM supporting native Exchange and Apple Calendar alongside Google Calendar. This means seamless scheduling regardless of platform with intelligent conflict resolution - not just basic calendar sync.</p><p><strong>Custom objects from day one - </strong>Create unlimited custom objects and attributes without paying for enterprise modules. Unlike systems requiring expensive upgrades for customization, Zeeg provides complete flexibility at accessible pricing.</p><p><strong> Pricing structure</strong></p><ul role="list"><li><strong>Starter</strong>: Free forever for solo users</li><li><strong>Professional</strong>: $10/month per user annually ($12 monthly)</li><li><strong>Business</strong>: $16/month per user annually ($20 monthly)</li><li><strong>Scale</strong>: $30/month per user annually ($40 monthly)</li></ul><p><strong>The bottom line:</strong> One solution for appointments and CRM management costs less than separate tools while delivering superior integration.</p><div class="w-embed"><div style="background-color: #f5f8fa; padding: 20px; border-radius: 8px; margin: 30px 0; box-shadow: 0 2px 5px rgba(0,0,0,0.1);">
  <div style="margin-top: 0; color: #33475b; font-family: Arial, sans-serif; font-size: 1.17em; font-weight: bold; margin-block-start: 1em; margin-block-end: 1em;">Try appointment-first CRM free</div>
  <p style="margin-bottom: 15px; color: #5f7186; font-family: Arial, sans-serif;">See how Zeeg handles both CRM and scheduling in one integrated platform. Start your 14-day free trial or keep the Starter plan forever.</p>
  <a href="https://app.zeeg.me/signup" target="_blank" style="display: inline-block; background-color: #F98618; color: white; padding: 10px 20px; text-decoration: none; border-radius: 5px; font-weight: bold; font-family: Arial, sans-serif;">Start free trial</a>
</div></div><h2><strong>Is Apptivo worth it? Final verdict</strong></h2><p>After thoroughly reviewing Apptivo CRM, it&#x27;s clear this platform offers substantial value for small to medium-sized businesses, particularly those in service industries. The combination of comprehensive functionality, reasonable pricing, and extensive customization options makes it a compelling choice for organizations seeking an all-in-one business management solution.</p><p>Apptivo&#x27;s greatest strengths lie in its modular approach that allows businesses to pay only for needed functionality, its robust financial tools for estimates and invoicing, and its excellent customer support available 24/7. The platform successfully bridges the gap between basic CRM systems and expensive enterprise solutions.</p><p>However, potential users should be aware of the somewhat dated interface and steeper learning curve compared to some competitors. Organizations heavily focused on marketing automation might find Apptivo&#x27;s tools in this area less sophisticated than dedicated marketing platforms.</p><p>Overall, Apptivo represents excellent value for businesses looking for a flexible, comprehensive CRM solution without enterprise-level pricing. By carefully evaluating which features your organization truly needs, you can select an Apptivo plan that delivers maximum value while avoiding unnecessary expenses.</p><p>For businesses seeking to enhance their scheduling capabilities beyond what Apptivo offers, consider adding Zeeg&#x27;s specialized scheduling platform to create a more robust solution while keeping costs manageable compared to higher-tier CRM plans.</p><p>‍<strong><sub>Sources: Prices were last checked on Dec 29, 2025 on </sub></strong><a href="https://www.apptivo.com/app-pricing/" target="_blank"><strong><sub>Apptivo pricing page</sub></strong></a><strong><sub>.</sub></strong></p></div></div><div class="uui-blogpost01_divider"></div><section class="uui-section_blogsection02"><div class="uui-space-large"></div><div><div class="uui-text-align-center"><div class="uui-heading-subheading">Related posts</div></div><div class="uui-blogsection02_component"><div class="uui-blogsection02_list-wrapper w-dyn-list"><div 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