Teams App

Create cross functional teams
  • Organize your cross-functional employees into teams
  • Form communication channels between employees in different departments
  • Enable better collaboration
  • Make teams visible to managers from all departments
Teams

Use Teams instead of Individuals

Assign groups of people to Projects, Cases, and Customers and other Apps.

Cross Functional Teams

Identify and organize teams that consist of employees from different departments and maximize productivity.

Integrates with CRM

Identify the Customer associated with Service and schedule appointments ahead of the Service.

Teams 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

  • The importance of simplifying your CRM
    The importance of simplifying your CRM

    One of the keys to a successful adoption of a CRM system (or any business apps) is to keep the system simple & easy for the entire company to use. While the design of the tool itself has much to do with simplicity, so does the way you use the tool, and the way you …Read more

  • Yahoo Users, Please Read
    Yahoo Users, Please Read

    If you use a @yahoo.com email in the “from” address of all your outgoing emails from Apptivo, then your emails may not have been delivered. On April 4th, Yahoo made some changes to their authentication policy regarding people sending from @yahoo.com email addresses. This change was put in place to protect Yahoo users from sending …Read more

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