Apptivo

What Apptivo does

Apptivo is a privately held SaaS company founded in 2009 that delivers a cloud-based integrated business management suite of 50+ applications spanning CRM, project management, help desk, field service, marketing automation, invoicing, and HRMS. The platform is built on a codeless customization architecture using drag-and-drop field, workflow, dashboard, and view configuration, targeted primarily at small and medium-sized businesses with a secondary push into mid-market and regulated enterprise accounts via a custom-priced Enterprise tier. Marquee customer logos include Audi, Sephora, Danaher, WEG, Vonage, Sodexo, and UNAIDS; the company claims a customer base of 200,000+ companies across 194 countries.

The underlying technology stack combines native multi-tenant SaaS delivery, an HTTP-based REST API with tiered call limits (3,000 to 30,000 calls/user/day by plan), and 60+ pre-built third-party integrations covering payments (Stripe, PayPal, Authorize.Net), accounting (QuickBooks, Xero), communications (Slack, RingCentral, Nexmo, Asterisk, Fuze), productivity (Google Workspace, Office 365), storage (Dropbox, OneDrive, Google Drive), and Zapier for long-tail connectivity. Native mobile applications are available across iOS, Android, Windows, and MacOS. The platform holds SSAE18 SOC2 Type II certification and supports field-level and role-based security plus territory management.

Revenue is generated primarily through per-user subscription licensing on four tiers (Lite at $15-$20, Premium at $25-$30, Ultimate at $40-$50, Enterprise custom), supplemented by professional services (Quick Start Setup sessions, full implementation, data migration, on-site training). Go-to-market is a hybrid product-led growth and inside-sales motion with a 14-day no-credit-card free trial, self-serve signup, plus a dedicated sales line, scheduled demos, and enterprise sales support. The company operates from a US headquarters in Plano, Texas, with engineering and operations centers in Chennai and Madurai, India, supporting a low-cost delivery model.

Name

Apptivo

Legal name

Apptivo Inc.

Website

https://apptivo.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

251–500 employees

Short description

Apptivo is a privately held SaaS provider of a cloud-based integrated business management suite of 50+ applications — including CRM, help desk, field service, and marketing automation — serving primarily small and medium-sized businesses globally with per-user subscription pricing.

Ownership category

akta.pro rank

Product category

Business Management / CRM Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Low-Code/No-Code Application Platforms (HDAEAKAA)

akta.pro secondary industries

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG), Data App Builders (Forms, Portals & Internal Tools) (HDAEAKAK)

Keywords

• Cloud CRM software
• Business management platform
• Sales automation tools
• Help desk software
• Field service management

Headquarters

HQ city

Fremont

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Subscription - SaaS Platform Access: Per-user subscription model with tiered pricing (Lite, Premium, Ultimate, Enterprise). Revenue generated from monthly or annual licensing fees. Additional revenue from email campaign add-ons (pay-as-you-go or subscription for bulk email sending).
2. Professional Services: Onboarding services, implementation services, data migration, and training sessions. Quick Start Setup sessions at $125 per 60-minute session, professional implementation, and on-site training packages.

Pricing tiers

Go-to-market motion3 records

Distribution channels1 record

Marketing channels9 records

Core offering

Apptivo provides a cloud-based, integrated SaaS suite of 50+ business applications that unifies CRM, help desk, field service, marketing automation, project management, invoicing, and HRMS on a single platform with codeless drag-and-drop customization. It is sold on a per-user subscription basis across Lite, Premium, Ultimate, and Enterprise tiers, with a 14-day free trial, no required contracts, and optional professional implementation services. The platform targets small and mid-market businesses that need to replace multiple disconnected point tools with one connected system.

Product overview

Apptivo is a cloud-based suite of 50+ integrated business applications designed for small and medium-sized businesses. The platform is built on a platform-plus-modules architecture, combining a unified CRM as the core product with specialized applications for Help Desk (customer support ticketing), Field Service (field operations management), and Campaigns (marketing automation). Additional modules include Project Management, Financials (invoicing, estimates, expense reports), Supply Chain, HRMS, and Product Management. The suite operates on a modular SaaS model with four pricing tiers (Lite, Premium, Ultimate, Enterprise) offering progressively more apps, custom fields, workflows, and dashboards. The platform emphasizes integration capabilities, native email/calendar sync with G Suite and Office 365, and mobile accessibility across iOS, Android, Windows, and MacOS.

Differentiator

Problem solved

Functional benefit

Brands

• Apptivo CRM: Core customer relationship management platform with sales automation, contact management, and pipeline tracking.
• Apptivo Help Desk
• Apptivo Field Service
• Apptivo Campaigns

Products and services

• Sales CRM Unified CRM platform providing lead management, contact management, opportunity tracking, quote creation, invoicing, 360-degree customer views, and collaboration tools for sales teams in small and mid-sized businesses.
• Help Desk Customer support ticketing system that converts inbound emails to tickets, automates assignment, provides an enterprise ticketing portal, VoIP and chatbot integration, workflow automation, SLA management, and support intelligence dashboards for customer service teams.
• Field Service Field service management (FSM) software for work order management, dispatch scheduling, planning and forecasting, mobile workforce enablement, map integration, in-person signature capture, and intelligent operations dashboards.
• Campaigns Marketing automation platform with a drag-and-drop email builder, customizable templates, real-time reporting, smart segmentation, spam control, event-based triggers, email sequences, and time-based triggers for running lead-generation and nurture campaigns.
• Mobile Solutions (On The Go Apptivo) All-in-one native mobile application that powers most of Apptivo's solutions (CRM, customer support, invoicing, field trips, estimates) in a single interface with 360-degree customer views and automatic data synchronization between web and mobile devices.
• Consulting and Implementation Services Paid professional services including Quick Start Setup training sessions ($125 per 60-minute session), full end-to-end implementation, data migration from other CRM platforms, and on-site or remote user training delivered by Apptivo's services team.

Quantifiable outcome

• Trusted by 200,000+ businesses worldwide in 194 countries
• +3 more outcomes

Named customers15 records

Segments7 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration24 records

AI capability1 record

Feature6 records

Partnerships

Eleven partnerships are on record, tiered core.

• QuickBookscoreTechnology or IntegrationQuickBooks integration allows Apptivo users to connect with Intuit's accounting software for seamless financial data synchronization, invoice management, and financial reporting.
• XerocoreTechnology or IntegrationXero integration empowers teams with robust accounting software integration to manage invoices, supplier invoices, and purchase orders directly from Apptivo.
• StripecoreTechnology or IntegrationStripe integration allows Apptivo to accept payments over the Internet, enabling businesses to process credit card payments directly within the platform.
• PayPalcoreTechnology or IntegrationPayPal integration enables online payment processing, allowing Apptivo users to accept payments through one of the world's largest online payments systems.
• Google Workspace (G Suite)coreTechnology or IntegrationGoogle Workspace integration includes Gmail, Hangouts, Calendar, Google Drive, Google Contacts, Google Tasks, Google Forms, and Google Maps for comprehensive productivity and data synchronization.
• Microsoft Office 365coreTechnology or IntegrationOffice 365 integration provides email synchronization, calendar sync, and OneDrive file storage integration for Microsoft productivity suite users.
• SlackcoreTechnology or IntegrationSlack integration enables real-time channel notifications, collaboration, and task delegation directly within the Slack platform for team communication.
• RingCentralcoreTechnology or IntegrationRingCentral cloud-based business communications integration provides enterprise-grade voice, fax, text, online meetings, conferencing, and collaboration features within Apptivo.
• Sign.cocoreTechnology or IntegrationSign.co electronic signature integration enables digital document signing and management directly within Apptivo workflow for streamlined approvals.
• Nexmo (Vonage API)coreTechnology or IntegrationNexmo Voice APIs integration allows applications and businesses to connect with their customers efficiently via integrated telephony solutions.
• ZapiercoreTechnology or IntegrationZapier integration enables connection with thousands of apps through automated workflows, extending Apptivo's integration capabilities beyond native integrations.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Zoho: Zoho offers an all-in-one cloud suite of 50+ integrated business apps (CRM, Projects, Books, Campaigns, Help Desk, etc.) targeting SMBs and mid-market with low per-user pricing — the closest direct competitor to Apptivo on product scope, target segment, and price positioning.
• SugarCRM: SugarCRM provides sales, marketing, and customer service automation with customization and integrations — overlapping with Apptivo's CRM, Campaigns, and Help Desk products in the SMB and mid-market.
• Pipedrive: Pipedrive is a sales-focused CRM for SMBs with workflow automation and pipeline management — overlapping with Apptivo's Sales CRM core on customer segment, per-user subscription model, and inside-sales GTM.
• Odoo: Odoo is an open-source/ SaaS all-in-one business suite (CRM, sales, projects, invoicing, inventory, HR) — directly comparable to Apptivo on modular all-in-one architecture and SMB/mid-market targeting.
• Freshworks: Freshworks offers an integrated SaaS suite (Freshsales CRM, Freshdesk help desk, Freshmarketer, Freshservice) targeting SMBs and mid-market — a direct functional peer to Apptivo's CRM + Help Desk + Campaigns stack.
• Insightly: Insightly is an SMB CRM with built-in project management and integrations to popular business apps — directly comparable to Apptivo's CRM-plus-projects positioning for small and mid-sized businesses.
• HubSpot: HubSpot is a leading CRM and marketing/sales/service platform for SMBs and mid-market, offering integrated CRM, marketing automation, and help desk (Service Hub) — directly competing with Apptivo in the SMB CRM space with a much larger brand and marketing engine.
• Bitrix24: Bitrix24 provides an all-in-one business management suite (CRM, project management, help desk, HR, websites) with a freemium model — directly comparable to Apptivo on integrated-app breadth, SMB targeting, and low-entry pricing.

Emerging players

• monday.com: monday.com is a work operating system covering CRM, project management, and workflows with strong SMB/mid-market adoption — adjacent competitor to Apptivo on project management, workflow automation, and custom-app building for SMBs.

Broad incumbents

• Salesforce: Salesforce is the dominant global CRM platform with Sales Cloud, Service Cloud, and Marketing Cloud — a broad incumbent whose SMB-focused Essentials tier directly competes with Apptivo for mid-market and growth-stage accounts.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/apptivo
• YouTubeyoutube.com/user/apptivo
• Facebookfacebook.com/apptivohome
• LinkedInlinkedin.com/company/apptivo
• Instagraminstagram.com/apptivo_crm

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Apptivo