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

Posted on 1:09 am, October 29, 2013 by

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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…

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

Posted on 2:03 pm, October 3, 2013 by

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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…

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

Posted on 10:47 pm, September 24, 2013 by

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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!…

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

Posted on 6:55 pm, August 26, 2013 by

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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…

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5 Reasons Your Business Needs Sales Force Automation

Posted on 7:53 pm, January 7, 2013 by

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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…

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

Posted on 7:53 am, July 19, 2012 by

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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….

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

Posted on 11:18 am, April 18, 2012 by

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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…

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