We have a special Friday delivery for the Apptivo community… Our new mobile CRM has finally arrived! This app was completed and submitted to both the Apple App Store, and the Google Play Store yesterday (April 4th). For the Android users out there, the app is already available for download right now. Head on over …Read more
We are very excited to announce our new mobile app, which will deliver the power of Apptivo’s CRM system directly to your mobile phone or tablet! This will be the first mobile application built in our new technology, which will introduce each one of Apptivo’s business applications into a single native app that can be …Read more
If you are new to CRM (customer relationship management) or sales force automation, you may not be familiar with the terms Lead and Opportunity. In this post well break down the differences between these objects, and how to properly configure your apps in Apptivos online crm software. Keep in mind that every business will classify …Read more
Hello there Apptivo users! Over the weekend we made a new update to the platform, including a bunch of great new features. This includes a brand new app called the Kit Work Orders App, and many other changes, such as a fresh set of icons for each of our business app. Keep a look out …Read more
We are excited to announce that we are now offering 24 hour phone support within our enterprise plan. Now you are able to talk with a live support agent anytime during the work week, 24 hours a day Monday-Friday. We understand that getting instant support is critical, regardless of the time of day. Now our …Read more
Managing projects is a big deal for small businesses and startups. Let us assume that Glocial Tech would like to manage their projects in the company. The process will start from a lead and end up with getting paid by customer that is, start from a lead, go through the sales & estimate process, track …Read more
Hello all Apptivo users. We always want to ensure that each update is of quality, and includes all of the features that we wanted to include. Because of the large amount of new features becoming available, including the IMAP email integration, we will be delaying the update until later this week. You can expect the …Read more
Here at Apptivo we are very excited to announce what may be our biggest improvement to date: comprehensive email integration with any IMAP based email system. While our CRM system has had support to track outbound emails up to this date, this new e-mail integration takes the integrated approach to CRM off to a whole …Read more
For many small & medium businesses, managers are unsure whether implementing a CRM or SFA (Sales Force Automation) system is worth the effort and costs. When going through this decision for your business, there are many different questions to ask yourself. Everyone knows that the customer is a cornerstone of any business, and sales force …Read more
Apptivo contains many various tools which assist in the process of managing and tracking time for the tasks completed during a customer project. Regardless of how the customer is billed for this effort, you can easily generate invoices directly from the project, or even from separate employee timesheets. Our solution includes the capabilities to completely …Read more
