What it does
Apptivo connects lead assignment, opportunity pipelines, quotes and invoicing in a business-app suite. It supports several sales cycles, custom views, reports and approval workflows. You can register for a 14-day Ultimate trial without a credit card before choosing a paid edition.
Qualify and assign a lead, track its sales cycle, prepare a quote from the item catalogue and continue into invoicing when the work is agreed. Quote approvals give another person a review step before the offer is sent. Multiple sales cycles let a repeat order follow different stages from new business.
Edition allowances
| Edition | Included apps | Custom fields per app | Workflows |
|---|---|---|---|
| Lite | 18 | 100 | 25 |
| Premium | 46 | 250 | 75 |
| Ultimate | 57 | 350 | 150 |
| Enterprise | 65 | 500 | 300 |
Paid editions use monthly or yearly per-user billing. Try For Free starts 14 days of Ultimate, with no card needed. The FAQ says the trial is specific to that edition. Onboarding training is charged separately by the hour, so include it when arranging a guided setup.
Strengths
- Quotes and invoices connect with the sales opportunity
- Quote approvals and separate sales cycles support different processes
Watch out for
- The free trial provides Ultimate rather than a choice of trial editions
- Guided onboarding training is an additional hourly charge
Best for
- Businesses coordinating sales proposals with later billing
Sources
- Apptivo pricing and access (Oct 27, 2026)
- Simplify your business operations with Business Management Software. (Oct 25, 2026)
- CRM Software (Customer Relationship Management) | Apptivo (Oct 25, 2026)