Apptivo CRM offers a range of tools and features tailored to businesses of all sizes. Understanding the pricing structure of Apptivo can be crucial for businesses looking to integrate a CRM system that aligns with their budget and operational needs. This guide provides a detailed review of Apptivo’s pricing, products, and how they cater to different business requirements.
Overview of Apptivo CRM
Apptivo is a cloud-based CRM platform that offers a wide range of applications designed to manage customer data, sales processes, marketing campaigns, and more. The platform’s modular structure allows businesses to select specific apps relevant to their needs, making it a flexible option for companies looking for customisation.
Key features of Apptivo include:
- Contact and Lead Management: Centralises customer information and tracks leads from initial contact to closure.
- Sales Automation: Automates sales processes, including follow-ups and notifications, to enhance efficiency.
- Project Management: Integrates project management tools to track and manage tasks, time, and resources.
- Invoicing and Financial Management: Streamlines invoicing and financial operations, offering tools to manage billing, estimates, and expenses.
- Marketing Automation: Facilitates email campaigns, social media marketing, and customer segmentation.
Apptivo CRM pricing list
| Plan | Cost (per user per month) | Storage | Key Features |
|---|---|---|---|
| Free | £0 | 500 MB | Basic CRM functionalities, contact management, task management |
| Lite | £8 (billed annually) | 1 GB | Custom reporting, lead management, email templates |
| Premium | £12 (billed annually) | 3 GB | Advanced reporting, third-party integrations, customisable dashboards |
| Ultimate | £20 (billed annually) | 10 GB | All Premium features, priority support, advanced security options |
| Enterprise | Custom pricing | Unlimited | All Ultimate features, unlimited storage, custom integrations, dedicated account management |
Apptivo pricing plans
Apptivo offers a variety of pricing plans designed to accommodate different business sizes and needs. The pricing structure is subscription-based, with monthly and annual payment options available, providing flexibility for businesses to choose the best fit for their budget. Below is an overview of the different pricing plans offered by Apptivo:
Free Plan
- Cost: £0 per user per month
- Features: The free plan offers limited access to Apptivo’s features, including basic CRM functionalities such as contact management, task management, and 500 MB of storage. This plan is suitable for small businesses or startups looking to explore CRM functionalities without incurring costs. See our guide to free CRM options.
Lite Plan
- Cost: £8 per user per month (when billed annually)
- Features: The Lite plan includes all the features of the free plan, along with additional functionalities like custom reporting, lead management, and email templates. It offers 1 GB of storage per user and is ideal for small to medium-sized businesses requiring more robust CRM capabilities.
Premium Plan
- Cost: £12 per user per month (when billed annually)
- Features: The Premium plan provides a comprehensive suite of CRM tools, including advanced reporting, third-party integrations, and customisable dashboards. With 3 GB of storage per user, this plan is suitable for businesses looking to scale their CRM usage and integrate more extensive data handling and analysis.
Ultimate Plan
- Cost: £20 per user per month (when billed annually)
- Features: The Ultimate plan offers all the features of the Premium plan, with additional benefits such as 10 GB of storage per user, priority support, and advanced security options. This plan is tailored for larger enterprises that require extensive CRM functionalities and dedicated support.
Enterprise Plan
- Cost: Custom pricing based on business needs
- Features: The Enterprise plan is designed for large corporations with complex CRM needs. It includes all features of the Ultimate plan and offers unlimited storage, custom integrations, and dedicated account management. Pricing for this plan is customised based on the specific requirements of the business.
Choosing the right Apptivo plan for your business
Selecting the appropriate Apptivo plan depends on several factors, including the size of the business, the complexity of CRM needs, and the budget. Here are some considerations to help make the right choice:
- Startup and Small Businesses: The Free or Lite plans are ideal for startups or small businesses with basic CRM needs. These plans provide essential CRM functionalities at a low cost, allowing businesses to manage customer data and interactions effectively.
- Growing Businesses: For businesses that are expanding and require more advanced CRM features, the Premium plan offers a balanced solution with comprehensive tools and reasonable pricing. This plan supports growth by providing better reporting, customisation, and integration options.
- Large Enterprises: Companies with extensive CRM requirements should consider the Ultimate or Enterprise plans. These plans offer enhanced storage, support, and security features, which are crucial for managing large volumes of customer data and ensuring smooth operations across various departments.
Conclusion – Apptivo CRM pricing review
Apptivo’s pricing structure offers flexibility and scalability, making it an attractive option for businesses of different sizes and stages of growth.
Whether a small startup or a large enterprise, Apptivo provides a range of options to ensure that every business can effectively manage its customer relationships and drive success.
Apptivo CRM Pricing FAQ
The Apptivo Free plan costs £0 per user per month. It includes 500 MB of storage and offers basic CRM functionalities like contact management and task management.
The Apptivo Lite plan costs £8 per user per month when billed annually. It provides 1 GB of storage per user and includes features such as custom reporting, lead management, and email templates.
The Apptivo Premium plan costs £12 per user per month when billed annually. This plan offers 3 GB of storage per user and includes advanced features like reporting, third-party integrations, and customisable dashboards.
The Apptivo Ultimate plan includes 10 GB of storage per user. This plan costs £20 per user per month when billed annually and offers priority support and advanced security options.
Yes, the Apptivo Enterprise plan offers unlimited storage. The cost for the Enterprise plan is customised based on the specific needs of the business, as it includes tailored features like custom integrations and dedicated account management.
The difference in cost between the Apptivo Lite and Premium plans is £4 per user per month when billed annually. The Lite plan costs £8 per user per month, while the Premium plan costs £12 per user per month.
Yes, Apptivo plans can be paid monthly, but prices are generally lower when billed annually. For example, the Apptivo Lite plan is £8 per user per month when billed annually, while the monthly billing rate might be slightly higher.
Apptivo determines the pricing for its Enterprise plan based on the specific needs of the business. The cost is customised to include all the features of the Ultimate plan, plus any additional requirements like unlimited storage, custom integrations, and dedicated account management.
Additional costs may arise if a business requires more storage beyond the included limits or if they need additional services not covered in the standard plans. For example, the Apptivo Premium plan includes 3 GB of storage per user; exceeding this limit may incur extra charges.
Upgrading from the Apptivo Free plan to the Lite plan costs £8 per user per month when billed annually. This upgrade provides additional features such as custom reporting and 1 GB of storage per user.