Homepage V6 Launches & CRM Beta Begins

Posted on 10:00 am, March 17, 2015 by


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….

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Homepage Version 5.0 Released! Introducing My Agenda

Posted on 8:06 am, March 20, 2014 by


This post was updated on March 31st to add a video overview (found below). It’s finally here! The Homepage V5 update was completed and made available to all Apptivo users this weekend. This is a sweeping set of improvements that enhance the website navigation, your main activity dashboards, as well as the collaboration features available…

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What are activities, and why are they so important?

Posted on 11:28 am, April 18, 2012 by

The Question: I keep reading about how activities are the center of the Apptivo software, but I don’t quite understand their significance. What are the various activity types, and how should I use them? The Answer: To understand what an activity is, let’s first take a look at its definition:Ac-tiv-i-ty [ak-tiv-i-tee] any specific deed, action,…

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What are documents, and how do I use them?

Posted on 11:26 am, April 18, 2012 by


The Question: I read about the documents feature on the pricing page, and would like to know about where and how my company will use document storage. The Answer: Documents, along with notes, appear in nearly every Apptivo application.  This is important because it allows yourself, and your employees, to store documents & files in…

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What are notes, and how do I use them?

Posted on 11:25 am, April 18, 2012 by


The Question: I see notes are available on most pages, but I’m not sure what they are meant to be used for. Could someone enlighten me? The Answer: Notes, along with documents, appear in nearly every Apptivo application.  Notes have a few different proper uses, depending on the type of business.One common use of notes…

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