Mobile Release Notes for September 26, 2017 – Apptivo on iOS

Posted on 10:26 pm, October 8, 2017 by

A long been waiting comes to an end – Our Apptivo is rolled out!! We are so excited to declare the launch of our new application, that is, the Apptivo. This application contains a unified platform with different executed iOS Apps in Apptivo. We’ve been working towards unwavering quality as usual, to make the Apptivo…

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Release Notes for August 20, 2017 – CRM, Financial & Product Management

Posted on 10:18 pm, August 22, 2017 by

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In the August 20, 2017 release, Apptivo delivered an effective update to all customers. The following list outlines the new features included in this delivery: Detailed News Feed for CRM Apps Default Home Page view as Kanban in Opportunities App Opportunities Access Level – Add to Exceptions (Employees or Team) 12 Months Pipeline based on…

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Release Notes for June 03, 2017 – Collaboration, CRM & Financial Management

Posted on 5:48 am, June 5, 2017 by

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In the June 03, 2017 release, Apptivo delivered a worthwhile updates to all customers. The following list summarizes the new features included in this release: All Mail view by default in every apps Kanban Layouts in Opportunities App Kanban Filter Opportunities Row highlighting Sales Cycle Switched Distributors App V6 Collaboration General All Mail – By…

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Release Notes for May 20, 2017 – CRM, Financial & Human Resources Management

Posted on 4:53 am, May 22, 2017 by

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We are happy to inform you that, on May 20, 2017 we have released an update that are notable, where you’ll find a complete list of changes below. The key switches in this update include: Kanban View in Opportunities App Filter Custom Attributes in CRM Filter Custom Attributes in Work Orders App QuickBooks Integration –…

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Release Notes for February 10, 2017 – CRM, Financials, & Common Apps

Posted on 4:41 am, February 13, 2017 by

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On February 10, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key changes in this update include: Share Custom Fields ( Opportunities & Estimates ) PDF Builder ( Section Title & Attributes Width ) Complete Release Notes By App CRM & Financials Updates Custom…

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Where can I find best business software for Carpenters?

Posted on 9:27 am, July 17, 2016 by

Apptivo generally helps to track the database and financial informations of the business and drives them to the success path . We have 50+ apps and which are internally integrated with one another. Let’s elaborate on how our apps will be used in carpenters industry. Carpenter industry workflow Carpenter is the one who renovates the…

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Sales Performance Dashboard

Posted on 2:51 am, June 29, 2016 by

Well, we all know that opportunities app are mainly used to check the potential customers of the company. Here we are going to check how the sales executives are involved in this opportunities and how their performance are tracked using this. Performance Dashboard Sales performance analysis is the most important and essential feature for all…

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Managing Multiple Sales Pipelines in One CRM

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

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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…

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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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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…

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