Master Citavi with our step-by-step tutorial, detailed feature walkthrough, and expert tips.
Create a Citavi account at citavi.com and select your preferred plan (Web or Windows) Install the Citavi browser extension to capture references while browsing academic databases Import your first batch of PDFs using drag
drop or ISBN/DOI auto
lookup feature Set up your category tree structure to organize quotes and annotations for your project
💡 Quick Start: Follow these 3 steps in order to get up and running with Citavi quickly.
Explore the key features that make Citavi powerful for automation & workflows workflows.
Zotero if: you're on Mac, you want free, you need a large plugin ecosystem, or you manage a simple bibliography. Citavi if: you're on Windows, you write long-form academic work with 100+ sources, and you want the outline generation and knowledge organization features. Citavi's workflow is genuinely superior for dissertations and systematic reviews where you need to track quotes at the page level and build structured arguments from hundreds of sources. However, Zotero's open-source community, cross-platform support, and zero cost make it the better default choice for most researchers. Only switch to Citavi if you've tried Zotero and found its organizational features insufficient for your project's complexity.
The web-based version works on Mac through any browser. The full desktop application with all features (including advanced PDF annotation and offline access) is Windows-only. If Mac support is critical, consider Zotero or Paperpile instead. Some Mac users run the Windows version through Parallels or Boot Camp, but this is a workaround rather than a supported configuration and adds cost and complexity. Lumivero has not announced plans for a native Mac desktop client, so this limitation is unlikely to change in the near term.
For casual reference management (under 50 sources, simple citation formatting), no — Zotero handles that for free. For dissertation-level research with 200+ sources where you need knowledge organization, outline generation, and deep PDF annotation, yes. The time savings on a multi-year research project justify the $90 to $250+ annual cost for many PhD students and professional researchers. Check whether your institution offers a campus license first — many European universities provide Citavi at no cost to students and staff, which eliminates the price consideration entirely.
Lumivero (formerly QSR International) acquired Citavi in 2021. Since then, some users report declining customer support responsiveness and slower feature development. Several German universities have stopped renewing site licenses, citing concerns about pricing changes and reduced support quality. The product itself still works well, but the trajectory concerns some long-term users who worry about the sustainability of the platform under its new ownership. Development focus has shifted toward Citavi Web and cloud features, while the Windows desktop application receives primarily maintenance updates.
Citavi offers a free version limited to 100 references per project — enough to test the workflow but not for real research. The web version is accessible immediately after creating an account. For the full desktop experience, you'll need to purchase a Windows subscription. There's no standard free trial period for the paid tiers, but the free version provides full feature access within the 100-reference limit, so you can evaluate the knowledge organization system, outline generation, and Word integration before committing to a paid plan.
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Tutorial updated March 2026