Creating Custom Formulas With Function Attributes

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

complete-function-attribute

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…

Read more »


Managing Multiple Sales Pipelines in One CRM

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

sales_dashboard

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 the…

Read more »



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…

Read more »


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…

Read more »


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…

Read more »


Where can I get best Hospital Management Software for Dentists?

Posted on 10:34 am, April 20, 2016 by

Apptivo is a suite of 50+ cloud based applications which helps the small and medium sized business with their needs. It basically has nine categories which covers all the basic requirements of the businesses. Here, we can discuss how well these apps helps the hospital management for dentists, Hospital Management Business Flow Hospital management helps…

Read more »


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…

Read more »


Track Your Sales Activity through Win and Loss Analysis

Posted on 10:39 pm, April 12, 2016 by

Apptivo introduced a new sales activities track report in CRM V6, like win and loss analysis of sales. Specially designed for sales managers, product marketers and small business owners. How apptivo help them: We have analyzed with some sales managers & watched their minds, which finally made us to release this feature. Sales managers would…

Read more »