Apptivo Contacts App

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Contacts

With Apptivo Contact Management, collaborate with people on the go. Have all your contacts in one centralized place, eliminating time consuming manual process. Allows your team to continuously do their daily follow up activities uninterrupted. See how the Contacts App makes work better.

Application Features

Get spam free contacts data. In order to create clean and accurate data, configure and customize your own duplication rules, and avoid re entering of contacts data. Control whether you want to block the creation of duplicates or allow them anyway.

duplication rules

For further negotiations, a contact can be converted into a Lead or a Customer, right from the Contacts App. Without the re entering of data in the system, conversion can be done in few simple clicks, saving you the trouble of inputting the details from scratch.

conversion

Contacts App allows you to upload contacts in bulk from any source, through CSV files. Being directly integrated with Google and Yahoo, you can also import contacts from your Google & Yahoo accounts in just few clicks.

import contacts
email templates

Email Templates

Email templates allows you to save a message format before hand. Save time by selecting the template, add required information and send out emails to your contacts in seconds.


gsuite contacts sync

G Suite Contacts Sync

Manage time by just maintaining Apptivo Contacts App. Sync all your contacts bidirectionally between Apptivo and G Suite, saving time spent on manual data entry. Eliminate the process of exporting and importing the data.


flexible custom reports

Flexible Custom Reports

Keep track of your contacts with effective built-in reports. Extract a set of records easily with the contacts reports. At any time you can generate a custom report from any search that you run inside of the Contacts App. You can also export the report generated, for further analysis.


highly customable

Highly Customizable

Get access to a lot of flexible customizations, enabling users to feel at ease. Create unlimited custom fields, share contact attributes across other apps, app renaming, select the fields you would like to display in list layout and mobile.


Integrated Applications

Contacts App integrates seamlessly with the following applications

Contacts     Targets

On creating a Contact, it can be added to the Target List from the Contacts App. Search and select the required target list from the list, and this contact will get added to the target list. Learn More about Targets App

Application Roadmap

  • V7 Upgrade
  • eSign
  • PDF templates
  • Additional Dashboard

  • Import - Update existing records
  • Print PDF
  • Activities DB to ES

Major Update on the Application

Moved the Application to Live

Started Building the Application

This Application is available in

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Start a Trial / Book Demo

Apptivo provides a FREE 30 Day trial to all its customer to play around with the product and get to know if it suits their business. Apptivo also provides a 1 to 1 demo session to explain how you can use Apptivo for your business.