In the day-to-day world of business, we are continually searching for approaches to enhance our efficiencies and lessen manual work. A Customer Relationship Management (CRM) framework is a sensible decision. Now the question is What is the Right CRM app for my business?”. Apptivo has business apps for just about everything, but how do you…
Posts Tagged: quick start guide
Project Time Tracking & Billing Bundle Quick Start Guide:
Managing projects is a big deal for small businesses and startups. Let us assume that Glocial Tech would like to manage their projects in the company. The process will start from a lead and end up with getting paid by customer that is, start from a lead, go through the sales & estimate process, track…
Where to Find Your Apptivo API Key & Apptivo Access Key
The Question: How do I acquire an API key & Access key to access an Apptivo WordPress Plugin, or to build my own Apptivo application? Do I need to purchase anything, and where do I find the key? The Answer: Apptivo offers access to their API for developers (developers API) & business users who want…
How do I export all of my leads from Apptivo?
Export Leads from Apptivo For the purpose of reporting and showcasing, you must have the capacity to send out your information consistently. As well as taking a backup of all the qualified leads on a regular basis is the most essential step for your business, and Apptivo’s export feature is quite an effective one! Apptivo…
What is the best business software for a Painting Company?
Apptivo unquestioningly concentrates on the development of their clients, focusing evidently on their progress by offering a cloud CRM with an efficient customer contact management and various other powerful applications to support constantly. Let’s now elaborately discuss how the Apptivo apps can be used in a painting company. Business Software for a Painting Company The…
What is the best business software for a Non-Profit Organization?
The Question: I run a non profit organization and I’m looking to find a nonprofit crm software that will help me run my business better. I am looking for a donation, fundraising and donor management software solution that would work well for my company. Whether Apptivo can best be used as a donation software for…
What is the best business software for a Landscaping Business?
Apptivo can certainly offer the application you need, but a few of the apps won’t apply to your type of business.You design and develop landscapes for customers, so I would recommend the following applications for your type of company. CRM Contacts – Contacts app records the information about those who the customers may refer for…
What is the best business software for a Hardware Stores?
The Question: I own a hardware store, and I’m looking to find software that will help me run my business and manage my workflow better. The Answer: Apptivo can certainly offer the applications you need, but a few of the apps won’t apply to your type of business. You run a hardware store, so I…
What is the Best Business Software for Dance Schools?
The Question: I run a Dance School, and I’m looking to find a software that will help me to run by business better. What are all the applications that Apptivo would offer for my company? The Answer: We certainly offer the apps you need, but a few of the applications would not apply to your type…
How to apply a promotion code to an order
Many companies will run a promotional campaign to entice new customers to purchase their products or services. Apptivo offers an easy method to manage these promotions and apply them to your orders. If you have already created a promotion code, then it's time to create an order. Configure the promotion correctly Before creating an order,…