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Apptivo CRM

Broad, affordable suite - CRM plus invoicing, projects, and more

Market
Coverage
Price band
£££
AI maturity
Basic
Skill level reqd
MODERATE
ESTABLISHED
01

At a glance

Vendor
Apptivo CRM
Ownership
Private
Headquarters
Fremont, California, USA
Founded
2009
Typical customer size
5 - 200 employees
Global usage rank
#33 of 40 by installed base
Implementation complexity
Moderate
Typical payback period
6 - 10 months
Relative total cost
Low
Target business fit
SME
Differentiator
Broad, affordable suite - CRM plus invoicing, projects, and more
02

Who it's really for

Best fit
  • Small businesses wanting CRM plus invoicing, projects and field service cheaply
Poor fit
  • Teams wanting polish or a strong ecosystem
03

Core functional coverage

Sales
Good
Marketing
Good
Service
Good
Business apps
Strong
04

Commercial model

Verified as at 1 August 2026

Prices are indicative list positions in GBP, converted where the vendor publishes in another currency, and exclude VAT. Treat them as directional.

Licensing structure
Per-user, per-month subscription covering a broad suite of business apps.
Entry price
From roughly £12 per user per month.
What an SME realistically pays
£20 - £35 per user per month.
Minimum seats
One
Contract terms
Annual for the headline price; monthly at a premium
Published tiers
Lite
≈ £12 / user / month
Core CRM
Premium
≈ £18 / user / month
Adds more apps and automation
Ultimate
≈ £32 / user / month
Full suite
Enterprise
On application
Custom requirements
Common hidden costs
  • Additional apps beyond the core CRM
  • Storage and email limits at lower tiers
  • Self-implementation time across a broad app set
05

Ecosystem and integrations

Marketplace
Integrations across the Apptivo app suite plus mainstream third parties
Key native integrations
Google Workspace and Microsoft 365QuickBooks and XeroSlackPayPal and StripeRingCentral
UK implementation partners
None. Offshore support and self-implementation.
06

Customisation and extensibility

Configurable without developers
  • Custom fields, layouts and objects
  • Workflow and approval rules
  • Custom report building
  • Role and territory configuration
Where the ceiling sits
Moderate to high for the price. The interface makes reaching it harder than it should be.
07

Implementation reality

Typical time to value
4 - 10 weeks self-implemented
Is self-implementation realistic?
Yes, though the breadth of apps makes scoping the real task.
Migration considerations
Adequate import tooling across modules.
08

Support and success

Included as standard
Email and chat support on all plans, offshore hours
Costs extra
Priority support at higher tiers
Documentation and community
Documentation covers a lot of ground but is thin in places.
09

Scalability and lock-in

Behaviour as you grow
Comfortable to around 200 users. Interface friction limits adoption before capacity does.
How hard it is to leave
Low to moderate. Data exports; cross-app configuration does not.
10

Strengths and watch-outs

Strengths
  • Very broad app coverage for the money
  • Flexible configuration
Watch-outs
  • Utilitarian interface
  • Offshore support hours
  • Thin third-party integration market
11

Bottom line for an SME

Cheap and broad. Zoho does the same job with more investment behind it.

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