Lead Management Review

When the company was first introduced in 2009, it’s initial goal was to provide small businesses with a cheap and simple way to connect with clients and partners. Throughout this period, both clientele and market-leading solutions have expanded significantly. Apptivo today serves the CRM Software, Project Management, Invoicing, and communication needs of over 150,000 companies in 194 nations.

Businesses of all sizes, from a single user to thousands, use the Apptivo integrated suite of apps today. You can see that we’ve grown throughout the years, supporting Apptivo´s claim that small companies are the backbone of the economy.

Its main goal is to keep offering highly customized applications so that the companies may benefit from improved consumer engagement and cooperation. Apptivo applications may be fully integrated to provide a seamless solution because they are made to be simple to use and intuitive. One customized dashboard provides access to all processes.

Additionally, Apptivo offers the flexibility that today’s top businesses so much need. Customers may choose the precise applications that are required to offer the best business solutions.

Industries and Companies

With over 152,000 customers across the globe and 1,200 employees, is one of the most reliable workflow solutions trusted by PayPal, WI, Bosch, Uber, BBC Studios, and giants alike. What’s more, has partners all over the world – 63 in Europe and the Middle East, 10 in Africa, 19 in Asia, 33 in North America, 25 in Latin America, and 10 in Australia and New Zealand – all helping you to seamlessly integrate with your own tools, onboard and train your team, or customize your account.


Industry-wise, can help with sales in almost any niche, from real estate to software to advertisement to finance. Regardless of what you sell, as long as you want to scale and improve, can take you there.

Meta Rating

Ratings are the fly in the ointment for Perfect on the surface, the company has received a pretty low average of 3.56 out of 5 according to Capterra, G2, Trustpilot, and Crozdesk. All four reviewers put behind other leading lead management solutions, such as Callrail, Hubspot, and Copper.

Best Features

Apptivo simplifies workflow to the point of automation, when everything is in the right place, and you are fresh for key strategic decisions.


Despite dozens of features integrated into, the system is easy to manage. Every sub-section contains graphics along with short explanations to onboard novices in the shortest time.


From the very first acquaintance with your brand and up until conversion, you can customize your sale pipeline however you see fit depending on the collected data.

Free Use is one of the very few solutions on the market that offer a timeless free plan, up to 2 seats. The free plan is limited, but it’s more than enough to get the hang of some of the features and get the overall idea of the software.

Time Save

The software is designed to save you as much time as possible through automation and customization. Most of the features can be run automatically after being set up once.

Market Share and Forecast

With over 152,000 customers across the globe and a market capitalization of $4.63 billion, is a behemoth in cloud-based management solutions, and the situation is unlikely to change in the nearest future.

Traded on Nasdaq as MNDY,’s stock price is expected to grow in the next 12 months, with a median price of $150 and the lowest estimate of $115, as opposed to the current price of around $105 per share, according to

Last but not least, as the graph below shows, Semrush search volume for Apptivo is comparable to its competitors, signifying a decent level of interest in the product in normal users.

Pricing and Packages

Lite $8
Per user/Billed annually
Premium $12
Per user/Billed annually
Ultimate $20
Per user/Billed annually
Contact the team

Specifically designed to help small sales teams to manage their deals. The package includes 18 applications with 100 Custom Fields Per App, 25 Workflows, 8 Custom Dashboards, 3rd Party Service Integration, and 24×7 Support. It also has extra features, like Lead List Management, Contact Management, Tasks, Appointments and Notes, and Filters.

This plan will fit best fast-growing businesses. It includes all the features already included in the Lite package and some additional: Product Catalog, Deal/Opportunity Management, Notifications, Clone Records, Adding and Sharing Files, Multiple Sales Pipeline, and others.

Ordering this plan, you will get Email Sequence, Notification Builder, SMS Feature, CPQ – Bills of Material, Custom Applications, and Sales Stage Automation.

The most extensive plan – barring the Enterprise plan – with deep insights into sales and predictive modeling

Customer Reviews

7.8 Total Score
Apptivo review score

Very customizable solution

Value for money
Ease of use
Features and integrations
Customer support
  • Superb reporting
  • Amazing customer service
  • Customizable dashboard
  • Good price
  • Complex set-up process
  • Suboptimal UI
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Joel Mudd
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