Apptivo App-Tier Ladder
Apptivo's plan structure sets a hard ceiling on how much you can customize per client.
By InnovaAI ResearchPublished
What is Apptivo App-Tier Ladder?
“Client complexity → plan tier → margin”
Apptivo's plan structure sets a hard ceiling on how much you can customize per client. Lite at $20 per user per month caps you at 18 apps, 100 custom fields per app, and 25 workflows. Premium at $30 raises that to 46 apps, 250 fields, and 75 workflows. Ultimate at $50 (or $40 billed annually) reaches 57 apps, 350 fields, and 250 workflows. For an agency, this means the plan tier is a delivery decision, not just a billing one. A client needing three vertical-specific pipelines, custom field sets per property type, and automated invoicing will exhaust Lite's 25 workflows before the second pipeline is live. Map each client's workflow count and custom field needs before quoting a retainer. Agencies that under-provision the tier end up rebuilding automations mid-engagement, which erodes the margin on a $650/mo managed service.
More on Apptivo
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- Evaluation RuleWhen to Adopt Apptivo: Consolidating CRM, Help Desk, and Field Service for SMB Clients
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- Failure PatternWhy Agencies Fail With Apptivo in Multi-Client CRM Rollouts
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