Leads App

Capture and Target winning Leads
  • Capture Leads from your Website
  • Prioritize your Leads
  • Schedule followups
  • Convert Leads to Opportunities
Leads

Record Leads

Capture new business leads easily. Identify the lead source and potential deal size.

Follow-up with Prospects

Keep track of all your customer activities and who/when to follow-up with.

Convert to Opportunity

When you are sure that an opportunity exists, convert your lead into an opportunity.

Leads feature list

  • Create or upload leads

    Create a lead
    Upload leads from excel
  • Convert a lead

    To a contact
    To a customer
    To an opportunity
  • Lead sources

    Standard list of lead sources
    Create your own lead source
  • Lead rank

    Standard list of lead ranks
    Create your own lead rank
  • Items for a lead

    Add a product / item of interest to a lead
    Autonumbering
    Autonumbering with a prefix
    Autonumbering with a starting customer number

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

  • Updated WordPress Plugin – Integrate Your Website!
    Updated WordPress Plugin – Integrate Your Website!

    Apptivo’s WordPress plugins have been around for years, allowing customers to easily connect their website to Apptivo, even without any programming or technical knowledge. We’ve just updated our “Business Site CRM” plugin to offer more functionality than ever, and it’s even easier to set up than before. Anyone with a WordPress site can head over …Read more

  • 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

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