Invoices Overhaul! New PDF Template Builder & Other Invoicing Improvements – June 18th, 2012

Posted on 7:39 pm, June 18, 2012 by

invoice_pdf_template

This week was an invoices extravaganza! We made countless updates to our invoices app to accommodate many new requests from our customers like you! The app has a new refreshed look & feel, many new pieces of functionality, and a new & improve custom PDF template builder. You’ll also notice a fresh look for the…

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Contact Centric CRM Vs. Account or Customer Centric CRM: Which way to go?

Posted on 10:12 pm, June 14, 2012 by

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Most of the early CRMs were contact centric by design, but many that came out in the last decade allow you to tailor the software to your needs. Apptivo allows you to implement either style of CRM, depending on your business requirements. A Contact Record forms the center of the universe in Contact Centric CRM,…

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New Demo Data Installer & Employees 2.0 – June 8, 2012

Posted on 6:24 pm, June 8, 2012 by

new_activities_tab

This week we focused on two primary items: helping new users get started, and to improve the experience of Apptivo for the most commonly viewed areas. No major functionality changes we’re done this week, instead, you will notice many minor improvements across the platform. First we have the demo data installer, which was designed to…

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Enabling the Social Enterprise: Apptivo News Feed

Posted on 7:27 pm, May 31, 2012 by

news_feed_apptivo

Every venture investor and entrepreneur will tell you that ideas are cheap. The team that executes on the idea is almost worth half the value of a business. So social aspects of a business management software are extremely key to keep all the team members informed about what is going on in the business. Apptivo’s…

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Invoices App Auto-Reminders & Message Templates and Activities Enhancements

Posted on 8:05 pm, May 21, 2012 by

invoices_configuration_reminders

For this week we focused on improving all aspects of our Invoices App. Specifically, we’ve launched a new feature which allows you to automatically remind your customers about unpaid invoices.Introducing the new “Message Templates” & “Auto Reminders” features. By going to the configuration area of your Invoices App, you can now set up new message…

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