Category Archives: Cases

Integrate Your Website With Apptivo’s New REST API

Integrate Your Website With Apptivo’s New REST API

For a while now, Apptivo has allowed customers to integrate their website, or other outside applications using our API. We’re happy to announce a new REST API, which is not only more powerful, but also simpler to implement. While the existing SOAP API allowed for many useful functions, such as placing a form on your …Read more

Posted in Blog, Cases, Product Blog, Product Updates
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More CRM Enhancements, and Projects V5 Beta – October 26th Update

More CRM Enhancements, and Projects V5 Beta – October 26th Update

This week were pleased to announce the details of our latest update. Over the weekend we added a bunch of small new improvements to the CRM applications, in preparation for our continued Version 5.0 rollouts. We’re focusing heavily on the great feedback being provided by our community, and we’re working on packing in as many …Read more

Posted in Answers, Blog, Cases, Contacts, Customers, Leads, Opportunities, Product Blog, Projects
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Updated “Email to Case” Feature – Automate Your Support Ticket System

Updated “Email to Case” Feature – Automate Your Support Ticket System

While Version 5.0 has been taking the spotlight recently, we’d like to let you know about another cool enhancement to Apptivo! It’s been a while since we introduced the “email to case” feature inside of our Cases App for customer support, and there was one common request from many different users: automatically attach email replies …Read more

Posted in Blog, Cases, Product Blog
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Improved CRM to Boost Sales! Contacts, Leads, and Opportunities V5 – Sep 21, 2013

Improved CRM to Boost Sales!  Contacts, Leads, and Opportunities V5 – Sep 21, 2013

After this weekend, we’ve officially finished converting all of the sales and support applications to version 5.0 within the CRM module! On the previous release, September 11th, we updated the Contacts App to V5. This past weekend we completed the Leads & Opportunities Apps… all changes have taken effect automatically and are ready to use! …Read more

Posted in Blog, Cases, Contacts, Leads, Opportunities, Product Blog, Upcoming Releases
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CRM Upgrades & Cases Version 5.0 Released – August 24th, 2013 Update

CRM Upgrades & Cases Version 5.0 Released – August 24th, 2013 Update

We hope everyone had a great weekend! This past Saturday (August 24th) we performed another update to Apptivo, which includes the new V5 Cases App. Now you can experience all of the great new features of the Customers App, present when managing your support cases. The Cases App is the second app from CRM to …Read more

Posted in Blog, Cases, Product Blog, Product Updates, Upcoming Releases
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5 Reasons Your Business Needs Sales Force Automation

5 Reasons Your Business Needs Sales Force Automation

For many small & medium businesses, managers are unsure whether implementing a CRM or SFA (Sales Force Automation) system is worth the effort and costs. When going through this decision for your business, there are many different questions to ask yourself. Everyone knows that the customer is a cornerstone of any business, and sales force …Read more

Posted in Blog, Cases, Contacts, Customers, Leads, Opportunities, Product Blog
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Advanced Searching & Reporting, Email Notifications, and Cases 2.0 – July 14th, 2012

Advanced Searching & Reporting, Email Notifications, and Cases 2.0 – July 14th, 2012

This week we’ve made several notable new features which you can expect to see rolled into all of our apps over the upcoming months. We were focused on four core apps this week: Cases, Opportunities, Estimates, Invoices, and Work Orders. The most important new feature is the addition of advanced search, and custom report generation. …Read more

Posted in Apptivo, Blog, Cases, Estimates, Invoices, Opportunities, Product Blog, Service Work Orders
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What customization options do I have for the Cases App?

What customization options do I have for the Cases App?

The Question: I have taken a look at the configure section for the Cases App, but I was wondering if someone could please explain what these settings do? The Answer: Sure! Due to the simplicity of the Cases App, there is actually only one setting available that you’ll need to customize.  For this app, you …Read more

Posted in Cases
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How should I organize and address my customer complaints with Apptivo?

How should I organize and address my customer complaints with Apptivo?

The Question: I’m already using Apptivo for my sales process management, but I need a system to organize and resolve problems coming from my customers. Does Apptivo do this? The Answer: Absolutely!  An integral part of a customer relationship management (CRM) application is a customer service applications.  The application designed to manage customer issues is …Read more

Posted in Cases
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