Homepage V6 Launches & CRM Beta Begins

Posted on 10:00 am, March 17, 2015 by

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After several weeks of beta testing and working on great feedback from our customers, we’ll be launching the new Homepage Version 6. There are still a lot of great features we have planned in upcoming releases, but we’re pleased to get this first version of the new technology into the hands of all Apptivo customers….

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Apptivo CRM Structure – Contacts vs Customers & Leads vs Opportunities

Posted on 2:51 am, January 28, 2014 by

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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”?,…

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

Posted on 5:13 am, June 7, 2013 by

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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 The below information is not out of date.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…

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Sneak Preview: IMAP Email Integration for Apptivo CRM

Posted on 11:15 am, January 10, 2013 by

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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…

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

Posted on 8:51 pm, July 31, 2012 by

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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…

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

Posted on 10:12 pm, June 14, 2012 by

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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,…

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