A brief webinar to introduce the CRM capabilities of Apptivo. We'll provide a quick overview of the overall solution, then discuss the main components of our CRM. During this session we'll walk through managing business contacts, tracking activities, operating your sales pipeline, quoting, and email marketing.
In this session we'll provide an introduction to the apps that drive field service companies in Apptivo. We'll walk through creating an estimate, converting to a work order, completing the job using the mobile app, then invoicing the customer.