Apptivo

Apptivo brings CRM, invoicing, projects and help desk apps into one system so a small service business does not need several separate tools. We could track leads and opportunities and bill clients in the same place. We could not confirm any notable AI features.

It may suit small service, consulting or agency teams that want a broad suite at a low per-seat price and can spend time configuring it. Reviewers praise customisation and support, but cite a dated interface, a learning curve and some performance complaints. We would trial it with the team who will use it daily.

One 2026 review listed Lite at about 15 USD per user per month billed annually, Premium at 25, Ultimate at 40, and Enterprise on request, with higher monthly rates and no free plan. Setup help and data migration are quoted separately, and annual payments were reported as non-refundable. We would confirm on the vendor pricing page.

We could manage leads, contacts, opportunities and customers, and on higher tiers use invoicing, projects, field service and help desk apps. Plans cap workflows, custom reports and API calls. Reporting and email marketing were described as limited.

It helps rather than replaces a person, as someone still has to configure the apps and workflows and do the selling and follow-up. Workflows can automate some routine steps, within the limits of the plan.

Documented connections include Microsoft 365 (Outlook email and calendar sync, OneDrive) and a REST API. We could not confirm a full list of native connectors, and one review called the third-party marketplace limited. We would check that the specific tools we use are supported.

We would check plan limits, the cost of setup and migration, and whether the interface suits our team after a trial. Mobile reviews mentioned logouts and download problems, so we would test the app. We could not confirm current security audit reports, so we would ask the vendor if that matters to us.