Category Archives: Contacts

Apptivo CRM Structure – Contacts vs Customers & Leads vs Opportunities

Apptivo CRM Structure – Contacts vs Customers & Leads vs Opportunities

In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The CRM 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 a contact”?, …Read more

Posted in Blog, Contacts, Customers, Leads, Opportunities, Product Blog
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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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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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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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What’s so great about this thing called Google Apps?

What’s so great about this thing called Google Apps?

On March 9, 2010, Google launched Google Apps Marketplace for third party applications to help manage business from the web. Now after two years of success, and many more to come, Google Apps is taking off with many different sized businesses whether small, medium or large. It’s a cheap and affordable solution for many businesses …Read more

Posted in Blog, Contacts, General, Product Blog

Why is my contact sharing not working?

Why is my contact sharing not working?

Apptivo’s Contact Sharing for Google Apps is very easy to setup. Simple contact sharing is extremely quick and works just when you follow the on screen instructions. Sometimes, Contact Sharing gets disabled due to API errors or user account errors. On other occasions administrators inadvertently turn off data access from their google apps accounts. This …Read more

Posted in Apptivo, Blog, Contacts
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Outlook Contacts Syncing with Apptivo

Outlook Contacts Syncing with Apptivo

Many of you have questioned why your Outlook Contacts aren’t syncing with your Apptivo Contacts even after installing Google Apps Sync for Microsoft Outlook. Unfortunately, Outlook does not allow the ability for Outlook contacts to sync into a specific Google group. In order for your contacts to sync with Apptivo, they must be added to …Read more

Posted in Blog, Contacts
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Sales Orders 2.0 & Many CRM App Improvements – July 28th, 2012

Sales Orders 2.0 & Many CRM App Improvements – July 28th, 2012

Hello there! This week was a big week for CRM, including an overhaul of the contacts, leads, and customers applications. Along with this, we included various small improvements for the Invoices App, and we released the 2.0 version of our Orders App. For CRM, there are several notable improvements that have been included. The best …Read more

Posted in Blog, Contacts, Customers, Invoices, Leads, Orders, Product Blog
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Contact Sharing Comparison

See below for a comparison between Apptivo’s Google Contact Sharing App and some of our competition.   Apptivo Shared Contacts Gmail Contact Sharing Florey Shared Groups # of Shared Contacts Unlimited Unlimited Unlimited # of Shared Contact Groups Unlimited Unlimited Unlimited Sync Interval 5 mins 30 mins 5 mins Contact Management View, Create, Edit, and …Read more

Posted in Apptivo, Contacts
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