CONTACTS Centralized database where you can quickly and effectively fetch all contacts. Get Started Free! Or Schedule Demo Contacts was last modified: December 1st, 2022 by sitesteam Apptivo Contacts App 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 Duplication Rules Conversion Import Contacts 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. 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. 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. 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. 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 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 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 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 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 WorkOrders A contact is the representative from the customer who has requested the work order. This integration of the Contacts App with the Work Orders App shows all contacts related to the selected customer, and you can create a new contact from here also. Learn More about WorkOrders App Opportunities Having Opportunities and Contacts App integrated, you can effectively create and maintain all your contacts related to your opportunities instantly on the go. Learn More about Opprtunities App Sales Receipts A contact is an individual person who this sales receipt is addressed to. It shows all the contacts related to the selected customer, and you can also create a new contact from here. Learn More about Sales Receipts App Cases A contact is an individual person who this case is addressed to. It displays all the contacts related to the selected customer, and you can also create a new contact from here. Learn More about Cases App Leads With this integration of Contacts with Leads, Leads can be created and easily associated with a contact, either from the Contacts App or Leads App. A contact can be associated with any number of leads. Learn More about Leads App Projects You can easily associate your customer’s contact to the project, in order to give them the ability to view the project and receive updates. Add contacts to the projects and give them the ability to see the progress of his/her project, enhancing communication. Learn More about Projects App Estimates A contact is an individual person who this estimate is addressed to. Displays all the contacts related to the selected customer, and you can also create a new contact from here. Learn More about Estimates App Customers Having Customers and Contacts App integrated, you can effectively create and maintain all your contacts related to your customers instantly. A qualified contact can be converted to a customer, which moves the values of the fields from the contacts app to the customers app, reducing the manual re-entry of data. Learn More about Customers App Invoices A contact is an individual person who this invoice is addressed to. Displays all the contacts related to the selected customer, and you can also create a new contact from here and get invoices created in seconds. Learn More about Invoices App Orders A contact is an individual person who this order is created and addressed to. It shows all the contacts related to the selected customer, and you can also create a new contact from here which will be associated with the selected customer. Learn More about Orders App Employees Every contact record in Apptivo has the “Assigned To” field referring to whom the created contact is assigned to, which pulls in the employee records from the Employees App. Learn More about Employees App Teams Every contact record in Apptivo has the “Assigned To” field referring to whom the created contact is assigned to. Besides being assigned to individual employees it can also be assigned to Teams. Learn More about Teams App Documents Having integrated with the Documents App, all documents and files associated with the contact can be duly attached to respective contact record. You also have the ability to email the documents right after attaching it. Learn More about Documents App Emails Offers you an unique email experience. Easily send out emails from contacts app and have quick access to all emails related to the contact on the go! Learn More about Emails App Notes Having integrated with Notes App, you can quickly write down small pieces of information that are related to the contacts you have created. This can be used for reference purposes anytime. Learn More about Notes App This Application is available in Lite Premium Ultimate Enterprise 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. Get Started Free!Or Schedule Demo