Category Archives: Customers

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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Hot off the Press: Customers App Version 5.0 Released

Hot off the Press: Customers App Version 5.0 Released

After many hard long nights put in by our team, we are proud to announce that the new V5 Customers App is now available for all Apptivo customers. This upgrade occurred over the weekend, and every company was automatically upgraded. So, let’s get down to the real question… what does this mean for you? What …Read more

Posted in Blog, Customers, Future Plans, Product Blog
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Sneak Preview: Apptivo Upgrades to Version 5.0 – Are You Ready?

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

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 The below information is not out of date.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

Posted in Blog, Customers, Featured, Product Blog, Product Updates, Upcoming Releases
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Sneak Preview: IMAP Email Integration for Apptivo CRM

Sneak Preview: IMAP Email Integration for Apptivo CRM

Here at Apptivo we are very excited to announce what may be our biggest improvement to date: comprehensive email integration with any IMAP based email system. While our CRM system has had support to track outbound emails up to this date, this new e-mail integration takes the integrated approach to CRM off to a whole …Read more

Posted in 3rd Party Integrations, Apptivo, Blog, Customers, Product Blog, Product Updates
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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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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 Centric CRM Vs. Account or Customer Centric CRM: Which way to go?

Contact Centric CRM Vs. Account or Customer Centric CRM: Which way to go?

Most of the early CRMs were contact centric by design, but many that came out in the last decade allow you to tailor the software to your needs. Apptivo allows you to implement either style of CRM, depending on your business requirements. A Contact Record forms the center of the universe in Contact Centric CRM, …Read more

Posted in Blog, Contacts, Customers, Leads, Opportunities, Product Blog
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What is a good configuration for the Customers App?

What is a good configuration for the Customers App?

The Question: I’m just getting started, and understand that uploading customers is one of the first tasks I need to take care of. Before I start entering all of my customers, I would like to make sure the app is configured well. Could somebody please explain the various configuration options, and how to work with …Read more

Posted in Customers
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