Managing their b2b sales funnel is crucial for every organization. Many organizations want to track their sales pipeline in a CRM system, but when a business has multiple divisions, or multiple completely different product lines, you might want to create multiple sales pipeline. A “pipeline” consists of all the steps, fields, and workflow rules that…
Posts By: Todd Miner
Invoices Version 6 Rollout Begins!
It’s finally here! The long-awaited Invoices V6 upgrades will commence starting next week. After quite some time in beta working with key customers, the new app will soon be available to the public. As of next week, Apptivo will begin upgrading all customers in waves, expecting to complete over the course of the next 3…
Apptivo Earns PCMag.com Editor’s Choice
What an exciting time it is for Apptivo! As we approach the end of 2015, things have grown anything but quiet in our neck of the woods. After just two years of grinding it out on the open market, we have reached a tremendous point in our growth; our presence among SMEs continues to swiftly…
CRM V6 Rollout Begins
After months of beta testing and hearing feedback from our customers, we’re happy to officially announce the CRM V6 release. Not everyone will see the change at once, as we’re rolling it out to a select few customers at a time (inquire below to get upgraded now). A vast amount of new features have been…
Homepage V6 Launches & CRM Beta Begins
After several weeks of beta testing and working on great feedback from our customers, we’ll be launching the new Homepage Version 6. There are still a lot of great features we have planned in upcoming releases, but we’re pleased to get this first version of the new technology into the hands of all Apptivo customers….
An Exciting New Year – Apptivo V6
After many months of blood, sweat, and tears, the latest Apptivo technology is finally here. If you’ve been following our story, we began rolling out our V5 technology in August of 2013, and continued updating the core applications into early 2014. Since then, we’ve been hard at work producing the latest iteration: Apptivo V6. This…
Updated WordPress Plugin – Integrate Your Website!
Apptivo’s WordPress plugins have been around for years, allowing customers to easily connect their website to Apptivo, even without any programming or technical knowledge. We’ve just updated our “Business Site CRM” plugin to offer more functionality than ever, and it’s even easier to set up than before. Anyone with a WordPress site can head over…
Selecting the Right Apps & Building a Business Solution
In the day-to-day world of business, we are continually searching for approaches to enhance our efficiencies and lessen manual work. A Customer Relationship Management (CRM) framework is a sensible decision. Now the question is What is the Right CRM app for my business?”. Apptivo has business apps for just about everything, but how do you…
Updated Mobile CRM App on Android
We’re very pleased to announce the release of our redesigned Mobile CRM App for Android. This update retains all of the existing features from the old app but includes lots of new goodies. The #1 coolest feature about our new app is definitely the automatic call logging. But, there are also lots of other little…
Apptivo Becomes a G Suite Premier Technology Partner
We are happy to announce that Apptivo is now a G Suite Premier Technology Partner. What does that mean for you and your business? We will now be able to work more closely with Google to deliver more robust integrations that offer even more value to our customers. As a premier partner Apptivo will also…