Apptivo
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.
- Company typePrivate
- Founded2009
- HeadquartersFremont, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
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.
Apptivo firmographics
Firmographics- 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
Apptivo industry classification
Industry- 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
Where Apptivo is headquartered
LocationHeadquarters
- HQ city
- Fremont
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Apptivo business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- 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).
- 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
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Lite - $20/user/month - 18 apps, 25 workflows, 100 custom fields per app |
| Subscription | Annual | Lite Annual - $15/user/month - 18 apps, billed annually |
| Subscription | Monthly | Premium - $30/user/month - 46 apps, 75 workflows, 250 custom fields per app |
| Subscription | Annual | Premium Annual - $25/user/month - 46 apps, billed annually |
| Subscription | Monthly | Ultimate - $50/user/month - 57 apps, 150 workflows, 350 custom fields per app |
| Subscription | Annual | Ultimate Annual - $40/user/month - 57 apps, billed annually |
| Subscription | Monthly | Enterprise - Custom pricing - 65 apps, 300 workflows, 500 custom fields per app |
Go-to-market motion3 records
Distribution channels1 record
Marketing channels9 records
Apptivo product offering
Product offeringCore 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
Companies that use Apptivo
Customer profileNamed customers15 records
Segments7 records
Ideal customer profiles2 records
Apptivo technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration24 records
AI capability1 record
Feature6 records
Apptivo partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core.
- QuickBookscoreQuickBooks integration allows Apptivo users to connect with Intuit's accounting software for seamless financial data synchronization, invoice management, and financial reporting.
- XerocoreXero integration empowers teams with robust accounting software integration to manage invoices, supplier invoices, and purchase orders directly from Apptivo.
- StripecoreStripe integration allows Apptivo to accept payments over the Internet, enabling businesses to process credit card payments directly within the platform.
- PayPalcorePayPal 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)coreGoogle 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 365coreOffice 365 integration provides email synchronization, calendar sync, and OneDrive file storage integration for Microsoft productivity suite users.
- SlackcoreSlack integration enables real-time channel notifications, collaboration, and task delegation directly within the Slack platform for team communication.
- RingCentralcoreRingCentral cloud-based business communications integration provides enterprise-grade voice, fax, text, online meetings, conferencing, and collaboration features within Apptivo.
- Sign.cocoreSign.co electronic signature integration enables digital document signing and management directly within Apptivo workflow for streamlined approvals.
- Nexmo (Vonage API)coreNexmo Voice APIs integration allows applications and businesses to connect with their customers efficiently via integrated telephony solutions.
- ZapiercoreZapier 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
Apptivo competitors and assessment
Company assessmentDirect 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
Apptivo social profiles
Digital presenceApptivo compliance and trust
Trust signalCompliance1 record
Apptivo financial estimates
Financial estimateRevenue estimate
Valuation estimate
Apptivo leadership team
Management profileNumber of profiles
Profiles1 record
Apptivo funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Apptivo M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Apptivo
What does Apptivo do?
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.
Is Apptivo a public or private company?
Apptivo is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Apptivo founded?
Apptivo was founded in 2009. It employs 251 to 500 people.
Where is Apptivo based?
Apptivo is headquartered in Fremont, United States, in the North America region.
How does Apptivo make money?
Two revenue lines are on record. Subscription - SaaS Platform Access are the primary driver. The others are professional Services.
Who are Apptivo's main competitors?
Direct peers on record are Zoho, SugarCRM, Pipedrive, Odoo, Freshworks, Insightly, HubSpot and Bitrix24. monday.com is listed as an emerging player. Salesforce is listed as a broad incumbent.
Does Apptivo have an API?
Yes. Apptivo APIs can be used to integrate your in-house application and Apptivo. The Apptivo API is an HTTP-based programming interface. The API supports different call limits per user per day based on plan tier: 3,000 Calls/User/Day (Lite), 5,000 Calls/User/Day (Premium), 20,000 Calls/User/Day (Ultimate), 30,000 Calls/User/Day (Enterprise). Developer documentation is at www.apptivo.com/developer-api.
What industry is Apptivo in?
Apptivo's product category is Business Management / CRM Software. Its primary akta.pro industry code is HDAEAKAA, Low-Code/No-Code Application Platforms, with a secondary code of HDAEAHAG, iBPMS (Intelligent BPM Suites) & Process Automation Suites. Its NAICS code is 5132 and its SIC code is 7372.