Creating the Right Workflow Strategy in Business Software

Posted on 11:04 am, April 10, 2019 by Todd Miner

When it comes to building out a business software system, we’ll look at the fields and data we capture, the automatic activities to perform, and the reports we want to generate at the end of the day. But… none of this will matter without the users performing their daily activities and inputting into the software….

Read more »


Projects App V6 Now Available – September 3rd Update

Posted on 8:01 am, September 7, 2016 by Todd Miner

This week we performed another update to the Apptivo system, with the key focus being the release of the Projects App on our V6 technology. We’ll cover the details of projects below, an otherwise we’ve just wrapped up the last of our previous release, by including the new view builder feature inside of the Customers…

Read more »


August 27 Apptivo Updates – Procurement V6, Email Tracking, CRM View Builder

Posted on 2:59 pm, August 30, 2016 by Todd Miner

Over the weekend we’ve released a few great new features in CRM, along with some apps which are freshly upgraded to Version 6. You’ll also find a few other great new features throughout, such as our brand new email tracking. Here is a breakdown on what’s new: Procurement Solution V6 Upgrades New CRM View Builder…

Read more »


Set Up Apptivo for Cold Calling Efficiency

Posted on 12:38 pm, August 10, 2016 by Todd Miner

There are many apps inside of Apptivo CRM where you might perform sales cold calling. In this post we’ll cover the basics of where calling might happen, how to build a solid cold call process, and walk through the steps to perform calls as an end-user. Apptivo Cold Calling Apps First, let’s talk about calls…

Read more »


Managing Multiple Sales Pipelines in One CRM

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

Managing their b2b sales funnel is crucial for every organization. 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 multiple sales pipeline.  A “pipeline” consists of all the steps, fields, and workflow rules that…

Read more »



Homepage Version 5.0 Released! Introducing My Agenda

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

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…

Read more »


CRM Structure – Contacts vs Customers & Leads vs Opportunities

Posted on 2:51 am, January 28, 2014 by Todd Miner

crm_structure

In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The Online CRM Software is used by everybody to some extent, even those who only plan on using Apptivo for basic invoicing, or project management. Because of this, some of the most common questions resolve around “What is a customer?”, “What is…

Read more »


Sneak Preview: Apptivo Upgrades to Version 5.0 – Are You Ready?

Posted on 5:13 am, June 7, 2013 by Todd Miner

UPDATED: Version 5.0 Now Available! The below information is not out of date. The Version 5.0 rollout has already begun, and the first few apps (customers, contacts, cases) are already converted. Click here for more information on V5. The Original Post We have been working very hard at Apptivo and are happy to give you…

Read more »


Recent Updates to Apptivo & Some Big New Announcements! May 30th Update

Posted on 7:04 pm, May 30, 2013 by Todd Miner

Well, we apologize about the lack of updates recently. We’ve been a bit secretive the last few weeks, because we’ve been working on some BIG changes. Over the next week, we’ll be announcing further details and giving previews into new major new initiatives: Xinnect & V5. We can’t tell you too many details quite yet,…

Read more »


× Thank you for joining the Apptivo Community!
You will now receive monthly updates on the latest developments in Apptivo.
× Already Exists!

The entered email address already exists.

Sign up for Apptivo Newsletter