Lead Management Review

Industries and Companies

Meta Rating

Best Features


One of Apptivo’s most appealing features is that it lets customers design their own workflows to fit their own business processes and facilitate the efficient and timely completion of all necessary tasks.


Apptivo is cross-platform, allowing users to access their data and programs from any device, at any time.

Free Use

Apptivo’s ability to link with other popular apps means that companies can more simply use their preferred software within their operations.

Time Save

Apptivo’s cloud-based infrastructure, which allows customers to access their data safely and reliably from any device.

Market Share and Forecast

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

Joel Mudd

Hi, my name is Joel Mudd, and I'm a professional content writer with over a decade of expertise in cutting-edge marketing. To assist businesses adapt to the rapidly evolving digital landscape, I like teaching others about lead distribution, email, and phone tracking. I am regularly published in industry periodicals and am continuously on the lookout for novel approaches to helping enterprises.

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  1. Customer support at Karthick is outstanding in every way.Karthick patiently guided us through each adjustment while providing prompt feedback and comprehensive explanations of everything. He met with us frequently and was understanding of all of our extra requirements. I appreciate all of your help. The product is straightforward and simple to use, and it can be tailored to our particular company offerings.

  2. Quick connection with agent, thorough knowledge of product, and extreme courtesy. Rajesh was very helpful (manager: Prasanna).

  3. I haven’t really found anything that isn’t 100% better than what they are using now.

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