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Insightly is a cloud-based Customer Relationship Management (CRM) platform that helps businesses manage contacts, sales pipelines, and projects. Founded in 2009, it is well established as one of the best CRM platforms and serves over 1.5 million users in more than 25,000 organizations worldwide. Insightly targets small to mid-sized businesses and emphasizes affordability.

At TechRadar Pro, we don't just look at features; we look at how those features survive a Tuesday morning office rush. To review Insightly, our experts tested the platform's unique post-sale workflow - converting a won deal into a live project to see if data carries over without friction. We spent 30 hours building custom pipelines and interacting with the new Insightly Copilot to see if it actually saves time or just adds another layer of complexity.

Our reviews are 100% independent. We never accept payment for product rankings, allowing us to be honest about Insightly’s premium pricing while highlighting its genuine strengths in project management and its recent design overhaul.

During my review, I found that Insightly provides a strong set of features, including lead and pipeline management, project tracking, and workflow automation. It aims to give a unified view for handling customer interactions, enhancing team collaboration in sales and marketing.

What distinguishes Insightly is its focus on usability. The company asserts that its interface is easy for beginners while still offering essential features for growing businesses. In this review, I will assess how well Insightly fulfills its promises and analyze its strengths and weaknesses as a CRM.

Insightly CRM core capabilities

Insightly's dashboard is super easy to navigate (Image credit: Insightly)

Insightly enables users to create comprehensive contact records, featuring custom fields, tags, and connections between contacts and organizations. Importing existing contacts and organizing them into categories was straightforward.

The platform includes a flexible pipeline system that can be tailored to various sales processes. I set up multiple pipelines for different products or services, each with unique stages. The drag-and-drop feature for moving opportunities between stages offered an intuitive visual representation of deal progress.

Real-time visibility into the sales pipeline allowed me to quickly evaluate the health of my sales funnel. I could filter and sort opportunities by criteria like value, probability, or expected close date. Insightly also provides pre-built reports and the option to create custom ones. The dashboard was particularly beneficial, enabling me to visualize key metrics at a glance.

The mobile app, compatible with iOS and Android, grants access to most core features. During CRM testing, I updated contact details, managed tasks, and captured business cards using my smartphone. However, some advanced features were missing, which might restrict field users who depend on mobile access, such as sales reps who spend a lot of time on the road - something that's more and more common with the rise of hybrid work.

In addition to its CRM capabilities, Insightly serves as a project management tool. This allows for a smooth transition from opportunity to project after a deal closes. The platform offers plugins for popular email clients like Gmail and Outlook, enabling users to sync emails and calendar events. Insightly’s workflow tools automate repetitive tasks, send notifications, and update records based on set triggers. Although creating complex workflows required initial effort, they significantly enhanced efficiency once in place.

Furthermore, late last year, Insightly officially joined the agentic CRM era with the launch of Copilot. Designed to combat the fact that most teams use only a fraction of their CRM's power, this AI assistant introduces four major capabilities: conversational task management, AI-powered data hygiene, insight generation, and intuitive adoption.

Nonetheless, Insightly’s social media integration features need enhancement. While it provides basic social profile linking, it lacks advanced social listening and engagement tools found in some other CRMs. Additionally, the useful workflow automation is only included in higher-priced plans. Although there is a built-in dialer and call routing for phone-based sales teams, these features are only available as paid add-ons.

How easy is Insightly CRM to use?

Insightly has carefully considered how best to present essential sales data to its users (Image credit: Insightly)

Insightly is a standout in the CRM world for its user-friendly design. As soon as I logged in, the clean interface made me feel at ease. The customizable dashboard lets me arrange widgets and data visualizations to prioritize the most important information for my workflow.

Navigating modules is simple thanks to a clear menu structure that helps me quickly locate what I need. The consistent layout across sections lessened the learning curve as I explored features beyond the main dashboard. I especially valued the quick access to recent items and favorites, which made my daily tasks much smoother.

Beyond the customizable dashboard, creating custom fields, pipelines, and workflows is quick and easy. This level of flexibility means Insightly can evolve with my business, which is vital for long-term use.

The onboarding process is well-organized, featuring guided tours and tooltips that introduce key features while I explore the platform. Insightly also has a thorough knowledge base, video tutorials, and webinars covering everything from basic functions to advanced features. I found these resources to be informative, straightforward, and easy to navigate.

Within a few hours, I felt at ease managing contacts, tracking opportunities, and generating basic reports. More complex tasks, like setting up automated workflows or customizing advanced reports, took longer to learn but were still manageable without extensive training.

Also, Insightly underwent a total visual overhaul recently, so it now features an accessible color palette, improved spacing for better readability, and a redesigned "Subscription & Billing" center for more transparent cost management. The new look is designed to make it even easier to gett to grips with.

But while it is generally user-friendly, some users may find certain advanced features less intuitive. For instance, the relationship mapping feature, although powerful, required some trial and error. Setting up complex automation rules also needed a closer look at the documentation. Nonetheless, my overall experience regarding ease of use remained positive.

Insightly CRM integrations

Insightly makes it simple to connect your CRM with all the other business tools you use (Image credit: Insightly)

Insightly features the AppConnect hub for third-party integrations, providing numerous pre-built connectors for popular business tools. Users can link Insightly with finance, ERP, marketing, HR, and other vital applications. Setting up integrations with Slack, Google Apps, and Microsoft Outlook was straightforward.

The platform offers plugins for both Gmail and Outlook, enabling direct syncing of emails and calendar events with the CRM. It also works with sales and marketing automation tools like MailChimp, Gong, Drift, and ZoomInfo. For ecommerce, connections are available with Shopify, Magento, and WooCommerce. These integrations use an intuitive no-code platform, allowing easy setup of custom workflows without technical expertise.

For businesses needing complex integrations, Insightly offers access to its REST API. This open API supports custom integrations with nearly any system, providing flexibility for unique workflows or proprietary software. Advanced use cases become possible, such as connecting Power BI to Insightly via the API for detailed analyses and visualizations of CRM data.

Larger organizations benefit from Insightly's integration with single sign-on (SSO) tools like the identity management solutions OneLogin, AuthO, and Okta Identity Management. This feature enhances security, data protection, and identity management while linking to preferred third-party applications, boosting productivity. This advantage is not fully utilized by many other CRMs.

One area for improvement is social media integration. While the platform allows basic social profile linking, it lacks advanced social listening and engagement features found in some competing CRMs. However, Insightly can connect with an iPaaS vendor like Zapier for more advanced social media integrations.

How good is Insightly's customer support?

When it comes to customer support, Insightly offers a mix of self-service resources and direct assistance channels. But during my evaluation, I found lots of room for improvement in the support system, especially when it comes to the live communication options available to entry-level users. Issues like long wait times, insufficient product knowledge, and inactive community forums further accentuate this problem.

In the absence of 24/7 live support, Insightly’s primary customer service channel is by email. However, its response times can vary, which makes it unreliable during a busy workday. Thankfully, phone support is available between 9 AM - 4 PM PT on weekdays for regular users. On the other hand, the self-service knowledge base covers a wide range of topics, from basic setup instructions to more advanced features and troubleshooting guides. I found the articles to be clear and easy to follow, often accompanied by screenshots or video tutorials.

For users willing to pay extra for premium live support, Insightly offers the Guided Onboarding Program and the Premier Support and Success Plan. While the former costs $1,500 one-time, the latter is priced upwards of $3,000/year. User testimonials reveal the quality of support received to be quite good, but it’s unfortunate to have to pay thousands of additional dollars each year for some features that competitors are offering free of cost, such as integration and developer support.

Insightly CRM pricing and plans

Plan

Plus

Professional

Enterprise

Price

$29/user/month

$49/user/month

$99/user/month

Best for

Small businesses needing basic CRM functionality

Growing companies requiring automation and advanced permissions

Large organizations needing unlimited storage and customization

Features

Custom email templates; Lead management; Basic reporting

Workflow automation; Role-based permissions; Lead assignment rules

Unlimited records; Unlimited storage; Custom objects

Limitations

Limited automation capabilities and storage

Some advanced features only available at higher tiers

Higher cost may be prohibitive for smaller businesses

Insightly CRM's pricing is clear and structured, accommodating different business sizes and requirements. Currently, there are three main pricing tiers: Plus, Professional, and Enterprise, all billed monthly per user. The platform also used to offer one of the best free CRM plans, but this is no longer available.

The Plus plan costs $29 per user per month when billed annually. This plan is suitable for small teams or new businesses using CRM. It includes essential features like lead and pipeline management, custom email templates, and basic reporting. However, it lacks advanced features like workflow automation and lead assignment rules.

The Professional plan costs $49 per user per month, offering more advanced features. This tier includes workflow automation, lead assignment rules, and configurable dashboards. For businesses with complex sales processes or those looking to grow, this plan balances features and cost well.

The Enterprise plan at $99 per user per month when billed annually is Insightly's most comprehensive choice. It offers advanced features like advanced permissions, custom objects, and API access. While it may be too much for smaller organizations, it provides the scalability and customization that larger enterprises or rapidly growing businesses may require.

Insightly offers a 14-day free trial for all plans but does not provide a money-back guarantee. For users needing more than a CRM, Insightly All-in-One combines CRM, Marketing, Service, and AppConnect, with a 30% discount compared to separate purchases. Although I did not find specific discount codes, choosing annual billing results in a slight discount compared to monthly billing.

How to pick

Insightly positions itself as the unified choice for mid-market teams. To decide if it fits your organization, consider if you need a CRM that continues to be useful once a sale is closed. Insightly is for businesses (like agencies, consulting firms, and manufacturers) where the real work starts after the deal is won. If you need your sales team and your delivery team in the same software, Insightly is the market leader. If you only need to track leads and don't care about project delivery, a lighter tool like Pipedrive will be more cost-effective.

Also, consider if you are underutilizing your CRM. Insightly’s recent research shows most teams only use 30% of their CRM features. If you are looking for a platform that uses AI to proactively summarize threads and clean data for you, Insightly is a fantastic choice. If you prefer manual control and a no-AI interface, you might find the UI too cluttered.

Think carefully about the integrations you need, too. If you use Unbounce for landing pages or DocuSign for quotes, Insightly's native integrations make it a plug-and-play powerhouse. However, if you rely on a massive web of niche third-party apps, you may find yourself needing to upgrade to the Professional tier to access the full AppConnect hub.

And, if you're a small or mid-sized organization that feels locked out of the high-end AI features of Salesforce or Microsoft Dynamics, Insightly is a prime candidate. As CEO Steve Oriola noted, Copilot is specifically designed to let mid-market teams "compete like enterprises" by automating the busy work that usually requires a massive operations team. So if bigger players seem out of reach, it might be worth giving Insightly a go.

How we test

Our evaluation of Insightly focuses on continuity and intelligence. Regarding the post-sale transition, we tested the Opportunity-to-Project conversion process. We checked if custom fields, contact roles, and internal notes migrated perfectly into the project management module, or if data silos began to form.

We also carried out a UI click-rate audit. Following a recent design refresh, we measured the number of clicks required to reach key settings and reports, specifically evaluating the new Open-in-New navigation and redesigned tabs.

And, of course, not matter how good the CRM or how good the team using it support is crucial. As such, we tested Insightly's 24/7 email support and the limited phone support windows. We evaluated whether the help center articles have been updated to reflect recent additions.

Insightly CRM review: Summary

From my experience with Insightly, it is a reliable choice for small to medium-sized businesses looking for a user-friendly and feature-rich CRM. The platform offers strong core capabilities, with a quick interface that creates a seamless experience.

Insightly's easy-to-use interface and customization options enhance its attractiveness, making it suitable for both beginners and experienced users. While customer support is adequate, there is room for improvement, especially in response times. Additionally, the lack of advanced social media integrations without using Make or Zapier is a notable drawback.

Overall, Insightly is a capable CRM dedicated to providing a good user experience. It may not match enterprise-level solutions like HubSpot CRM or Salesforce, but it certainly earns a spot as one of the best small business CRM platforms on the market.

Insightly CRM FAQWould Insightly CRM be better for a small business or a larger one?

Insightly is generally best suited for small to mid-sized businesses. While it offers robust features, some users have reported that it may be less ideal for large enterprises with very complex workflows or a need for deep customization.

For instance, larger enterprises often make use of a massive volume of data, and Insightly's plans have specific limits on records, storage, and API calls. While the Enterprise plan offers a higher capacity, it may still not be sufficient for companies with hundreds of thousands or even millions of records. These limitations can hinder growth and require significant data management.

Does Insightly CRM have a mobile app?

Well aware of the hybrid work trend, Insightly does have a mobile app for both iOS and Android. This allows users to access and manage their CRM data on the go. However, some users note that the app may not have offline access.

What are Insightly's security credentials like?

Insightly is SOC 2 Type II certified and offers security features such as data encryption, single sign-on (SSO), two-factor authentication, and role-based permissions. It is also GDPR-compliant.

What is the onboarding like for Insightly CRM?

Insightly offers a structured and comprehensive onboarding process designed to help new users and teams get up and running quickly. The approach is a mix of self-service resources and paid, hands-on guidance, catering to different needs and budgets.

For new users who prefer to learn at their own pace, Insightly provides a wealth of self-service resources. This is typically the first point of contact after signing up for a trial or a new account. Alternatively, businesses that require a more personalized and hands-on approach can opt for Insightly's "Guided Onboarding Plan" in exchange for a one-time fee. This is a collaborative process where you work directly with an Insightly specialist.

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Apptivo CRM is a cloud-based customer relationship management platform that aims to provide an all-in-one solution for managing sales, marketing, and customer service.

With a suite of over 65 integrated apps, Apptivo is one of the best CRM platforms on the market and offers a high degree of customization, allowing businesses to tailor the software to their specific needs. It also features very competitive pricing compared to other major CRM providers, with plans starting at just $15/user/month - making it a great CRM for small businesses and startups.

At TechRadar Pro, we specialize in finding the hidden gems in the crowded CRM market. To review Apptivo, our experts performed a rigorous stress test, activating and syncing across its 65+ integrated apps to see if the data remains consistent across the entire ecosystem.

Our reviews are 100% independent. We never accept payment for product rankings, which means our praise for Apptivo’s 24/7 human support and our criticism of its dated interface are based entirely on our hands-on experience. We test the software as a real user would, ensuring that our verdict on its value-for-money is grounded in operational reality.

In this in-depth Apptivo review, I'll take a closer look at the platform's features, ease of use, customer support, and overall value to help you determine if it's the right CRM solution for your business. Let's dive in and see how Apptivo stacks up.

Apptivo core capabilities

(Image credit: Apptivo)

Just like any CRM, Apptivo provides contact and account management tools that allow me to store and organize all my customer data in one centralized location. During my first few minutes with the platform, I found it easy to import my existing contacts via CSV file.

Once contacts are in the system, Apptivo makes it simple to track all interactions and communication history. You can log emails, calls, meetings, and notes for each contact. I like how Apptivo pulls in email conversations automatically when synced with Gmail or Outlook, saving the manual work of logging those touchpoints.

I can also automate lead assignment based on predefined rules, ensuring my sales reps are always working the most promising opportunities. The software offers lead scoring, which helps me prioritize leads based on their likelihood to convert.

A visual sales pipeline provides a clear overview of all my deals, allowing me to quickly identify any bottlenecks or at-risk opportunities. I can drag-and-drop opportunities through each stage. Deal values and probability are clearly displayed. I can also create customized sales stages that align with my unique sales process. Apptivo's forecasting tools use predictive analytics to provide accurate revenue projections, giving me valuable insights to guide my decision-making.

For analytics, Apptivo comes with a wide range of pre-built reports covering sales, marketing, and customer service metrics. I can also easily create custom reports and dashboards to track the KPIs that matter most to my business. For example, I can filter data, change chart types, add custom fields, and save custom views. The ability to schedule reports and have them automatically delivered to my inbox is a nice time-saver.

Beyond the core CRM capabilities, Apptivo offers a suite of integrated business apps that cover everything from project management to billing and invoicing. While I primarily use the CRM features, it's great to know I can easily expand my usage as my business needs evolve. In terms of third-party integrations, Apptivo's app marketplace also offers a variety of third-party integrations to further extend the platform's functionality.

Plus, a nice recent addition is the CRM's dynamic app bundles. To combat menu clutter, Apptivo now offers industry-specific App Bundles. When you sign up, you can select "Real Estate" or "Consulting," and the system will automatically pre-configure the most relevant apps and hide the ones you don't need.

Unlike competitors with limited on-the-go capabilities, Apptivo offers mobile apps for iOS and Android that provide full access to the CRM's features. Whether heading into a client meeting or dabbling in a bit of hybrid work, I always have the most up-to-date customer information at my fingertips. Plus, the mobile app's user interface is intuitive and easy to navigate.

While Apptivo checks the boxes for core CRM functionality, the depth of features in certain areas leaves something to be desired compared to more mature CRM systems such as Salesforce and Hubspot. For example, Apptivo lacks some of the advanced lead scoring and routing options found in enterprise platforms like Salesforce. Additionally, while the reporting and analytics are solid overall, some of the pre-built reports lack flexibility and the custom report builder has a bit of a learning curve. Apptivo also currently does not offer a sales assistant in the form of an AI tool or forecasting, like some of the leading CRM players.

How easy is Apptivo to use?

(Image credit: Apptivo)

Apptivo features a clean and clear — if slightly dated — user interface. It starts you off on your agenda page, which functions similarly to a calendar view of your upcoming tasks and appointments. I like how you can quickly switch between different views to filter for just upcoming or overdue tasks. The left sidebar contains several useful project management links for tasks, emails, notes, follow-ups, and more.

The top navigation menu is where Apptivo organizes the various apps you have installed, grouped by functions like CRM, marketing, financials, etc. It’s highly customizable and modular, but it does mean the top menu can get crowded if you activate a lot of apps.

Diving into the core CRM features, I found adding new records like contacts, accounts and opportunities to be straightforward. The data entry forms are clean and support custom fields. However, this is where the dated nature of the interface starts to show itself. For example, the save button is at the top of the record, requiring lots of scrolling on longer forms.

Apptivo's interface is very customizable, which is a double-edged sword when it comes to ease of use. On one hand, you can tailor the account to your preferences, like reordering the top nav apps, adjusting page layouts, and creating custom fields and views. On the flip side, the initial setup and customization process has a bit of a learning curve. You'll likely need to invest some time upfront to optimize your account.

Luckily, Apptivo provides a variety of onboarding and training resources. There's a comprehensive knowledge base with articles and videos covering the main features. But for a guided walkthrough, Apptivo offers paid training packages and professional services to help with implementation, data migration, and one-on-one training. These services typically cost extra, but can be helpful for those struggling with the interface.

Despite its datedness, Apptivo’s web-based CRM is usually quite responsive, even when dealing with a large database. When tested, the interface scored an impressive 91/100 for desktop speed on Google PageSpeed Insights. The mobile apps for iOS and Android are also well-designed and offer access to most key CRM functions on the go.

It's also worth noting a significant change to the UI. While previously more spreadsheet-focused, Apptivo updated its visual boards recently. You can now perform bulk actions directly from the Kanban view, such as dragging ten deals into a new stage and triggering a single automated email to all of them at once.

Overall, despite a few shortcomings, I've found Apptivo to be a user-friendly CRM overall, especially considering its extensive feature set and customization options. The modular app structure and customizable interface do require an initial time investment to set up and learn. But once configured to your liking, Apptivo is intuitive to navigate and the core CRM features are straightforward to use.

Apptivo integrations

Out of the box, Apptivo provides integrations with a limited number of popular business apps and services. The most notable of these are the Google Workspace and Microsoft 365 integrations, which allow for the smooth syncing of contacts, calendar events, and emails. Apptivo also offers pre-built integrations with a few other business tools like Quickbooks for accounting, Mailchimp for email marketing, and RingCentral for phone systems.

For situations where a pre-built integration isn't available, Apptivo provides an open API that allows for custom integrations with other software. The API documentation is comprehensive and the platform supports industry-standard REST and SOAP protocols. However, building custom integrations does require significant technical expertise, so most businesses will likely need to engage a developer for help.

Compared to some other CRM platforms like Salesforce or HubSpot, Apptivo has a much more limited selection of third-party app integrations available. While the core bases are covered, businesses that rely heavily on niche software may find they need to build custom integrations more often with Apptivo.

I was also a bit disappointed to discover that Apptivo does not yet offer a direct data sync with any major social media platforms. The ability to automatically pull in lead and customer interactions from social channels can be very valuable for sales and service teams. While you can manually import social data or build a custom integration, a pre-built option would be a welcome addition.

That said, for the integrations it does offer, I've found the data syncing to be generally reliable and performant. When configured properly, data flows seamlessly between systems without any noticeable lag or errors. Apptivo also provides detailed logs that allow you to monitor the status of integrations and troubleshoot any issues that arise.

Unlike most other CRMs, however, you can also set up automated workflows that span multiple apps. For example, you can configure a workflow that automatically creates a task in Apptivo when a lead fills out a form on your website, then sends a personalized email follow-up via Mailchimp, and finally alerts the assigned sales rep in Slack. These cross-app workflows can significantly boost productivity and ensure no leads slip through the cracks.

For most small to midsize companies, Apptivo's integration capabilities should be more than sufficient to streamline data flow and processes across their key software tools. However, enterprise customers with strong data centralization needs may want to look elsewhere.

How good is Apptivo's customer support?

(Image credit: Apptivo)

Apptivo provides multiple channels for customer support, including live chat, email, and phone. The live chat is available 24/7 for all paid plans, which is a huge plus for businesses operating across different time zones or outside of regular business hours. For more complex issues or detailed inquiries, Apptivo offers email support. User reviews from around the internet mention fast response times, friendly support agents, and quick resolutions.

Apptivo also offers an extensive self-service knowledge base called "Apptivo Answers" that includes detailed user guides, video tutorials, and FAQs covering all aspects of the platform. I've found this resource to be well-organized and easy to search, with most of the usual questions answered without contacting support. The articles are clear and include helpful screenshots and step-by-step instructions.

For users who prefer a more hands-on approach, Apptivo provides live webinars you can attend on a regular basis. These cover topics ranging from getting started with Apptivo to advanced features and best practices in the CRM. If you’d prefer one-on-one training, Apptivo offers 60-minute paid sessions starting at $125 USD covering different modules and use cases. You can also enlist company professionals to migrate your existing data or implement the entire system for you for an additional fee.

While Apptivo doesn't publicly disclose its average resolution times or customer satisfaction scores, the overwhelmingly positive reviews and ratings from users speak to the effectiveness of its support. On customer review sites like Capterra and G2, many users praise Apptivo's customer service as one of its strongest assets, frequently citing the responsiveness, expertise, and friendliness of the support team.

Apptivo pricing and plans

(Image credit: Apptivo)

Plan

Lite

Premium

Ultimate

Enterprise

Price

$15/user/month

$25/user/month

$40/user/month

Custom pricing

Best for

Small sales teams managing deals and quotes

Fast-growing teams needing an all-in-one CRM

Large teams requiring automation and integrations

Enterprise organizations with complex integration needs

Features

18 apps; 100 custom fields per app; 24/7 support

46 apps; 250 custom fields per app; 3rd party integrations

57 apps; 350 custom fields per app; Advanced automation

65 apps; 500 custom fields per app; Dedicated account manager

Limitations

Lacks some advanced features and integrations.

Higher price than Lite plan but fewer features than Ultimate.

Significantly more expensive than lower tier plans.

Requires custom price quote and implementation.

Apptivo offers four pricing tiers — Lite, Premium, Ultimate, and Enterprise — which allows businesses to choose a plan that aligns with their specific needs and budget. Apptivo does offer a free starter plan, but it's important to note that this plan is very limited in terms of features and functionality. It's really more of an extended trial than a viable long-term solution for most businesses. That said, Apptivo's 30-day free trial for paid plans is on par with the industry standard, with ample time to test the system before committing.

As for the paid plans, the Lite plan starts at just $15 per user per month when billed annually, making it one of the most cost-effective options on the market for a fully functional CRM. Even at the Lite tier, Apptivo includes essential CRM capabilities like contact management, opportunity tracking, and customizable dashboards. As you move up to the higher-priced plans, you gain access to more advanced features and a greater number of integrated apps.

For businesses that need more advanced features, Apptivo's Premium plan at $25 per user per month (billed annually) offers a significant step up in functionality. This tier includes additional apps for project management, invoicing, and email marketing, as well as more advanced customization options and integrations. This is followed by the Unlimited plan at $40 per user per month, which also includes relationship management and inventory tracking. But in my opinion, the Premium plan provides the best balance of features and value for most small to medium-sized businesses using Apptivo.

Compared to other popular CRM platforms, Apptivo's pricing is highly competitive. For example, Salesforce's Sales Cloud starts at $25 per user per month for the Essentials plan but includes fewer features than Apptivo's Premium tier at the same price point. Similarly, Zoho CRM's Standard plan is priced at $20 per user per month, while Apptivo offers more advanced features for just $5 more.

I also appreciate that Apptivo doesn't lock you into a long-term contract, unlike some enterprise-grade CRMs. All plans are available on a month-to-month basis, giving you the flexibility to adjust as your business needs change. But opting for annual billing does provide a significant discount of 20% compared to the monthly rates.

Still, I think Apptivo could improve its pricing by offering more bundled discounts or add-on packages. While the pricing for individual plans is competitive, there are fewer options for bundling multiple apps or features compared to some other CRM providers. However, it does offer custom enterprise pricing for larger organizations with more complex needs.

How to pick

Apptivo is built on a modular philosophy, meaning you only turn on the apps you need. To decide if this approach to business software fits your goals, there are a few factors you should evaluate. First, are you looking for a One-Stop-Shop? If you want your CRM to handle not just sales, but also invoicing, project tracking, and supply chain management without paying for five different software subscriptions, Apptivo is a powerhouse. However, if you already use specialized tools like Xero or Asana and just need a standalone sales tool, you might find Apptivo's broad feature set distracting compared to a focused tool like Pipedrive.

Also, would you prefer human-centric Support or AI self-service? In an era where most CRMs are moving toward AI-only support, Apptivo’s 24/7 live chat with actual human beings is a major differentiator. If your team lacks internal IT resources and needs a safety net to help with custom field setup or workflow logic, Apptivo provides better value than most budget-tier rivals.

And finally, be honest about your team’s UI preferences. Apptivo’s interface is famously functional but retro in its design. If your sales reps are used to the sleek, modern aesthetics of Monday.com or HubSpot, they may find Apptivo’s denser, more traditional layout frustrating. If they value speed and raw data access over eye candy, the interface is highly efficient once learned.

How we test

Our testing methodology for platforms like Apptivo focuses on integration integrity and workflow fluidity. We test the platform’s toggle-on architecture, activating a new app (like Invoicing) and measuring how long it takes for existing CRM data to populate. We also look for data friction - any instances where we are forced to re-enter customer information that should already be in the system.

Regarding support, we conduct unannounced support tests at 2:00 AM PST. We evaluate the response time of the 24/7 live chat and the technical depth of the agent, ensuring they can solve a complex multi-app workflow issue rather than just pointing us to a help article.

And because Apptivo houses so many apps under one roof, we use Google PageSpeed Insights and real-world loading tests to ensure the interface doesn't lag as the database grows. Our testers specifically look for delays in Global Search results across Apptivo's 65+ app ecosystem.

Apptivo review: Final verdict

Apptivo delivers a robust set of core CRM features, including contact management, lead tracking, opportunity management, and sales forecasting. While some advanced features may be lacking compared to enterprise CRMs, Apptivo covers all the essentials for small to midsize businesses.

24/7 live chat, responsive email support, extensive knowledge base, and regular training webinars ensure that users can get help whenever they need it. The support team is knowledgeable, friendly, and consistently goes above and beyond to resolve issues and answer questions. While there are some areas for improvement, such as expanding the third-party app marketplace and simplifying the setup process for non-technical users, Apptivo's overall impression is a promising one.

For small to midsize businesses seeking an affordable, customizable, and user-friendly CRM with excellent support, Apptivo is a strong choice.

Apptivo CRM FAQWhat are Apptivo CRM's core features?

Apptivo is a cloud-based business management platform that offers a suite of over 65 integrated apps. As such it offers a wide range of features - both in the core platform and through these integrations.

The core features include tools for managing contacts, leads, and sales pipelines. It also offers features like email marketing, customer segmentation, lead scoring, and automated lead assignment.

Does Apptivo CRM have a mobile app?

Yes, Apptivo is accessible through all mobile phones, including dedicated apps for iOS and Android.

Aide from the costs, what are the differences between Apptivo's plans?

Apptivo's different pricing tiers vary significantly in terms of the number of available apps, custom fields, workflows, and storage space. Higher-tier plans also offer advanced features like email sequencing, notification builders, and custom applications. Annual billing offers a discount compared to monthly payments.

How do I integrate Apptivo with other tools?

Apptivo offers integrations with a number of third-party business tools like Google Workspace, Microsoft 365, Dropbox, PayPal, and Slack. It also provides an open API for building custom integrations, which may require technical expertise

How secure is the data stored in Apptivo?

Apptivo employs several layers of security to protect user data, including 256-bit encrypted SSL connections for data transfer and encryption of sensitive information stored in the database.

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