If you’re trying to understand Apptivo’s pricing in detail, you’ve come to the right article. This guide will break down Apptivo CRM pricing plans, features, and how to maximize value for your business. We've analyzed all pricing tiers to help you decide whether this Apptivo CRM platform fits your budget (and needs). And, while we're here, we'll also be introducing Zeeg, a cost-effective tool and the perfect solution to automate your business scheduling.
What is Apptivo?
Apptivo is a cloud-based CRM platform that offers a modular structure in terms of pricing and features. Unlike other competitors that have one-size-fits-all solutions, Apptivo provides access to over 65 integrated business apps across sales, marketing, service, and operations management, allowing companies to create a customized system that addresses their specific needs.
Founded in 2009, Apptivo has earned recognition for its flexibility and value, especially for small and medium businesses wanting good functionality without the enterprise-level price tag. The platform's core strength lies in its ability to scale alongside your business, with a pricing structure that grows based on your needs rather than forcing you to pay for unused features.
Key aspects that differentiate Apptivo from competitors include:
- Modular design: Choose only the apps you need from a library of over 65 specialized business tools
- Customization capabilities: Tailor fields, processes, and workflows without coding knowledge
- Mobile accessibility: Access your CRM from iOS, Android, Windows, and macOS devices
- 24/7 support: Available across all pricing tiers, including the most affordable plans
With a better understanding of what Apptivo is and has to offer, let's examine the pricing structure to evualte if this aligns with your business needs and budget.
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Apptivo pricing tiers explained
Apptivo structures its pricing around four primary tiers: Lite, Premium, Ultimate, and Enterprise. Each level increases in both cost and capabilities, with distinct target audiences and use cases. Here's a detailed breakdown of each tier:
Lite plan: Basic CRM for small teams
Lite is the starter plan and focuses on essential CRM functionality for small sales teams needing to manage deals and send quotes without too many automations or integrations, which can be too complex in this context.
The Lite plan includes core sales automation features like lead management, contact management, tasks/appointments, product catalog, deal management, and basic email tracking. With 18 apps available, it gives small teams the essentials without overwhelming them with complex features.
While this tier lacks more advanced capabilities like email sequences or marketing automation, it serves as an accessible entry point for businesses new to CRM systems. The 25 available workflows allow for basic process automation, helping teams standardize their sales approach even at this starter level.
Premium plan: Complete CRM for growing teams
The Premium plan builds on the Lite foundation by adding more features, with a focus on automation and integrations.
This plan represents quite an upgrade from Lite, with 46 available apps compared to 18. The expansion also includes critical CRM features like e-commerce capabilities and marketing automation tools. The tripling of custom fields per app (from 100 to 250) provides much greater flexibility in data organization.
Also, with the addition of campaign management and a monthly email marketing quota of 1,000 emails per user, the Premium tier transforms Apptivo from a basic sales tool into a true CRM platform. The increase to 75 workflow triggers more sophisticated process automation, while the expanded 25 custom dashboards offer better visibility into business operations.
Ultimate plan: Advanced CRM with complete automation
Called Ultimate, this is what you have just before the plan made for large companies. It's built for more complete automation, customization, and marketing needs.
This plan is basically Apptivo's most complete standard offering, with 57 available apps covering virtually all business needs. This tier adds sophisticated marketing capabilities like email sequencing and SMS messaging, alongside tools for building custom applications without coding knowledge.
With the massive upgrade to 150 workflow triggers, businesses can automate complex multi-step processes across departments. The inclusion of CPQ (Configure, Price, Quote) functionality makes this tier particularly valuable for companies selling configurable products or services with complex pricing models. Territory management and enhanced data access controls also make this tier suitable for larger sales teams needing more structured operations.
Email marketing capacity grows to 3,000 emails per user monthly, combined with robust email sequencing capabilities, transformsing Apptivo into a powerful marketing automation platform at this level. With 350 custom fields per app and 50 custom dashboards, the Ultimate plan provides extensive customization capabilities without requiring dedicated IT resources.
Enterprise plan: Customized solution for large organizations
For larger and more complex organizations, the Enterprise plan has the highest level of customization, support, and scalability.
The Enterprise plan represents the pinnacle of Apptivo's offering, with access to the platform's complete suite of 65 apps alongside dedicated support and infrastructure. With custom pricing based on specific organizational needs, this tier is tailored for bigger businesses that have other type of needs.
Enterprise customers receive a dedicated account manager who serves as a direct point of contact for all platform-related needs, alongside dedicated instance hosting for enhanced performance and security. White labeling capabilities allow companies to customize the Apptivo interface with their branding, creating a seamless experience for employees.
The doubling of workflows to 300 triggers (compared to the Ultimate plan) enables extensive automation across the organization, while 500 custom fields per app provide virtually unlimited customization potential. With increased limits across all feature areas—from storage (15GB per user) to email marketing (5,000 emails per user monthly)—the Enterprise plan is designed to scale with even the largest organizations.
Apptivo pricing comparison
Now that we've looked at all the pricing tiers, it might be helpful to look at them side-by-side. Therefore, the following comparison highlights the progressive scaling of features across tiers.
The most notable jumps occur between Lite and Premium plans, where the number of available apps more than doubles and critical capabilities like e-commerce and relationships become available. The shift from Premium to Ultimate then introduces advanced automation features, while Enterprise offers benefits like dedicated support and infrastructure.
Let's look and compare.
How much does Apptivo cost per month?
One important consideration when looking at Apptivo pricing structure is the discount offered for annual billing. If you commit to a yearly subscription, you can save 20-25% compared to monthly payments:
These savings become more relevant as your team grows. For example, a 10-person team on the Premium plan would save $600 annually by choosing yearly billing ($3,000/year vs. $3,600/year). For the Ultimate tier, the same team would save $1,200 annually ($4,800/year vs. $6,000/year).
While annual billing will ask you for a larger upfront payment, the substantial savings make it the preferred choice for businesses committed to using Apptivo long-term. Monthly billing offers greater flexibility but comes at a premium price that accumulates over time.
Making the right choice: Which Apptivo plan is best for your business?
When selecting an Apptivo pricing tier, several factors should influence your decision:
Business size considerations
- Solopreneurs and microbusinesses (1-5 users): The Lite plan typically provides sufficient functionality for very small teams, especially if your primary focus is sales management. With 18 available apps covering core CRM needs, this tier offers a solid foundation without overwhelming users with unnecessary features.
- Small businesses (5-20 users): The Premium plan represents the sweet spot for most small businesses, providing a comprehensive suite of 46 apps that cover sales, marketing, and e-commerce needs. The increased workflow capacity (75 triggers) and custom fields (250 per app) accommodate growing complexity without needing a steep price jump.
- Medium businesses (20-100 users): For mid-sized companies with more sophisticated requirements, the Ultimate plan delivers advanced automation capabilities and specialized features like email sequencing and SMS marketing. The expanded storage (10GB per user) and workflow capacity (150 triggers) support multi-department operations.
- Large enterprises (100+ users): Organizations with complex needs and large teams will benefit from the Enterprise plan's dedicated support, security features, and custom development capabilities. The white labeling options and dedicated instance hosting create a more tailored experience for employees.
Feature-based decision factors
Before committing to a specific tier, evaluate which features are truly necessary for your business:
- Marketing: If email marketing is central to your strategy, the Premium plan provides a starting point with 1,000 emails per user monthly. However, businesses heavily focused on marketing automation should consider the Ultimate tier, which adds email sequencing, SMS capabilities, and triples the email quota.
- E-commerce: Companies selling products online should upgrade to at least the Premium tier, which includes e-commerce capabilities missing from the Lite plan. The Ultimate tier adds advanced features like CPQ (Configure, Price, Quote) for businesses with complex product configurations.
- Customization: All plans offer some level of customization through custom fields, but the capacity varies a lot (from 100 fields per app in Lite to 500 in Enterprise). Consider how much adaptation your business processes will require when selecting a tier.
- Integrations: While all plans include standard third-party service integration, more advanced connections may also need higher tiers. The Enterprise plan's custom integration support is particularly valuable for businesses with specialized systems that need to connect with Apptivo.
- Security and compliance: Larger organizations with complex security should consider the Ultimate or Enterprise tiers, which provide enhanced access controls and territory management features. The Enterprise plan's dedicated instance offers the highest level of security isolation.
Bonus tip: Streamline your business scheduling with Zeeg
While exploring CRM options like Apptivo, businesses often discover they need more specialized scheduling capabilities to truly optimize their customer interactions. This is where Zeeg enters the picture.
Zeeg offers a powerful appointment scheduling platform that eliminates the hassle of back-and-forth emails when arranging meetings with clients and team members. With Zeeg, you'll experience:
- Smart routing: Qualify leads through intake forms and direct them to the appropriate team members based on their responses
- Round-robin distribution: Ensure fair distribution of meetings among team members to balance workloads
- Timezone intelligence: Automatically adjust meeting times across different regions to prevent confusion
- Collective scheduling: Find mutually agreeable times for meetings with multiple participants
Starting at just $10/month for the Professional plan, Zeeg provides a cost-effective way to enhance your business scheduling. The free Starter plan is perfect for individuals and includes unlimited 1:1 meetings, while the Business plan ($16/month) adds team features ideal for collaborative environments.
Zeeg helps businesses convert more leads through frictionless scheduling while maintaining a professional appearance. The sleek, customizable booking pages create a positive impression with prospects and clients alike, increasing the likelihood of successful conversions.
Conclusion: Is Apptivo worth the cost?
Apptivo's pricing structure offers a flexible and scalable approach to CRM implementation, with plans ranging from $15-50 per user monthly (billed annually). For many businesses, particularly small to mid-sized organizations, this represents good value compared to more expensive enterprise solutions.
The platform's modular design allows companies to start with essential features and expand as needed, preventing the overwhelming complexity and high costs associated with all-in-one solutions. The significant discount for annual billing (16-25%) also gives more value for businesses planning long-term CRM implementation.
When studying Apptivo's pricing against competitors, you can look at these advantages:
- Comprehensive functionality at each tier: Even the entry-level Lite plan includes 18 apps with core CRM capabilities
- Predictable per-user pricing: No hidden fees or complex pricing structures
- Scalable growth path: Clear progression from basic to advanced features across tiers
- 24/7 support included: All plans include around-the-clock email support
For businesses needing specialized scheduling capabilities beyond Apptivo's basic features, consider enhancing your CRM with Zeeg's dedicated scheduling platform. The seamless integration creates a more robust solution while keeping costs manageable compared to higher-tier CRM plans that might include similar functionality.
Ultimately, the right Apptivo plan depends on what you need, team size, and growth projections. So, by carefully evaluating the features included at each tier against your actual needs, you can select a plan that delivers maximum value without unnecessary expenses.
Sources: Prices were last checked on May 19, 2025 on Apptivo pricing page.
