Document Management With Microsoft OneDrive Now Available

Posted on 12:13 pm, May 25, 2016 by

onedrive-logo

Apptivo now supports linking documents from Microsoft OneDrive!  This new integration works very similar to the existing documents app integrations with Google Drive and Dropbox. The documents app is part of Apptivo’s contextual collaboration – a suite of tools available in all 50+ Appptivo apps!  Keep your files stored in OneDrive, and link relevant files…

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Simple Expense Management With Apptivo Expense Reports

Posted on 9:57 am, May 23, 2016 by

Mobile-Friendly-Expenses

As you might have seen, the Expense Reports App is now available across all Apptivo plans, and various marketplaces. In this post we’ll cover everything you need to know about our new expense management solution. All about Apptivo’s expense report software The Apptivo Expense Reports App is a simple expense management solution available on the…

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Creating Custom Formulas With Function Attributes

Posted on 11:04 am, May 13, 2016 by

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One of the newer features packed into Apptivo’s V6 technology are Function Attributes.  These attributes allow you to create custom calculations based on the values of other fields, and display this calculation anywhere on the page that you’d like.  In this article we’ll cover some example scenarios where functions can be used, walk through the…

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Managing Multiple Sales Pipelines in One CRM

Posted on 1:35 pm, May 11, 2016 by

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Overview 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 different pipelines.  A “pipeline” consists of all the steps, fields, and workflow rules that would apply to a sales opportunity from input to closing…

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Webinar: Automating Processes with Triggers

Posted on 1:26 am, May 6, 2016 by

Great! This is a next feature update. We can see triggers features. What is Trigger? A trigger is business rule which can perform automatic actions based on an event inside Apptivo. This features is available in the apps: leads, opportunities, contacts, customers and cases. Here, we can create three type’s of triggers such as Event…

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Expense Reports App Now Available

Posted on 3:53 am, April 25, 2016 by

expenses-management-software

The companies always wanted to track & check whether the expenses are carried out in a correct manner. However they do not have an application to do so. After checking those circumstances and hearing out from our customers, we had an idea to develop one application which must satisfy all the customer needs. Hence, we…

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Invoices Version 6 Rollout Begins!

Posted on 6:15 pm, April 21, 2016 by

Invoices-V6-Details

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…

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Collective Sales Pipeline in Single Dashboard

Posted on 3:07 am, April 19, 2016 by

Apptivo comes up with an intuitive representation of sales tracking tool that perfectly matches not only the requirement for salespeople also for anyone who wants to get super organized and close deals in less time. This tool provides you an excellent sales reports information comprising of sales stages, size of the deal, percentage of deals…

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