Customers App

360 degree view of your Customers
  • Keep track of your customers
  • Assign Account Manager
  • Store agreements & documents
  • Integrated with Orders & Invoicing
Customers

Know your customers

Track all customer information from one place. All Customer contacts, interactions, notes and documents available from a single location.

Integrated with Projects

Collaborate with your Customers using the Projects App. Provide view access to Projects to your Customers.

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.

Customers 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

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

    We have been working very hard at Apptivo and are happy to give you a sneak peak at what’s to come in Version 5, also known as V5. If you don’t know already, V5 is a massive group of changes coming to ALL apps to improve efficiency and accessibility. Since we’re slowly rolling V5 to …Read more

  • 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

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