Contacts App

Manage your Business Contacts
  • Organize your Business Contacts
  • Import Contacts from Excel
  • Use Contacts in Campaigns
  • Use Contacts in Projects
Contacts

Maintain your contacts

Maintain all contacts in one place. Whether a contact is part of a customer, a distributor, a partner or a supplier, you track everyone in one place.

Know your Contacts

Track all the information about your Contacts. Their interests, best ways to reach them, and all the activities your business has had with them.

360° View of the Customer

See how the customer is associated with Contacts, Invoices, Leads, Projects, Opportunities and more. This will display Apptivo's full integration.

Contacts feature list

Demos

  • Apptivo Projects Storing Documents Related To Project

    This Video will show you how to store documents that are related to your project.

  • Apptivo Projects Team

    This video will walk you through how to build your team in the Apptivo Projects app. This will allow you to assign employees and customer contacts to specific projects.

  • Apptivo Projects Scheduling Task

    This video will show you how to schedule a task in the Apptivo projects app. This will allow you to determine when task must be started and completed.

  • Apptivo Projects Scheduling Milestone

    This video will walk you through how to schedule a milestone for a project in the Apptivo projects app. This will help keep you up to date and on track with what needs to be completed in order to move forward.

  • Apptivo Projects Elements Of A Project

    This video will show the different elements of a project in the Apptivo projects app. This includes things like tasks, milestones, notes, and assigning employees to a project.

  • Apptivo Projects Creating Task

    This video will walk you through how to create a task in the Apptivo projects app. This will allow you to create tasks related to the project that need to be completed.

  • Apptivo Projects Completing A Task

    This video will show you how to mark a task as completed in the Apptivo projects app.

  • Apptivo Projects Collaborating A Customer Contact

    This video will walk you through how to add tasks to a milestone in the Apptivo projects app. This will allow you to delegate what needs to be done in order to achieve a milestone.

  • Apptivo Projects Adding Tasks To A Milestone

    This video will walk you through how to create a task in the Apptivo projects app. This will allow you to create tasks related to the project that need to be completed.

  • Apptivo Projects Adding New Tasks In A Milestone

    This video will show you how to add new tasks to a milestone in the Apptivo projects app. This will allow you to create new tasks quickly and assign them to milestones.

  • Apptivo Projects Storing Documents Related To Project

    This Video will show you how to store documents that are related to your project.

  • Apptivo Projects Team

    This video will walk you through how to build your team in the Apptivo Projects app. This will allow you to assign employees and customer contacts to specific projects.

Posts

  • gUnify Automatic Call Tracking & Logging from Google Apps to Apptivo
    gUnify Automatic Call Tracking & Logging from Google Apps to Apptivo

    It is our pleasure to announce an exciting new integration available to Apptivo & Google Apps users: unified communications with gUnify. Users no longer need to rely on manually inputting their call logs into the CRM system. Now, using gUnify, you can call customers directly from an email in Google Apps, and the call is …Read more

  • 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

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