Set Up Apptivo for Cold Calling Efficiency

Posted on 12:38 pm, August 10, 2016 by Todd Miner

Cold Call Process

There are many apps inside of Apptivo CRM where you might perform sales cold calling. In this post we’ll cover the basics of where calling might happen, how to build a solid cold call process, and walk through the steps to perform calls as an end-user. Apptivo Cold Calling Apps First, let’s talk about calls…

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Invoices Created from Work Orders

Posted on 2:41 am, August 8, 2016 by kdevarakonda

We have discussed the delay terms and its functionalities in the last blog. We got several positive reviews from our valued customers and users. So here we are going to discuss about another interesting topic “Invoice Workbench”. If the user wants to initiate payment for one or more invoices or scheduled payments you can use…

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Where can I find best business software for Carpenters?

Posted on 9:27 am, July 17, 2016 by kdevarakonda

Apptivo generally helps to track the database and financial informations of the business and drives them to the success path . We have 50+ apps and which are internally integrated with one another. Let’s elaborate on how our apps will be used in carpenters industry. Carpenter industry workflow Carpenter is the one who renovates the…

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Sales Performance Dashboard

Posted on 2:51 am, June 29, 2016 by kdevarakonda

Well, we all know that opportunities app are mainly used to check the potential customers of the company. Here we are going to check how the sales executives are involved in this opportunities and how their performance is tracked using this. Performance Dashboard Sales performance analysis is the most important and essential feature for all…

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Invoices ” Settings ” Features

Posted on 2:27 am, June 27, 2016 by kdevarakonda

In continuation to the invoices V6 features, we are going to discuss now the very interesting and amazing features, that are most commonly used by all invoice app users. Which are used to personalize the invoice page according to the user needs. ” Settings ” Features Default Invoice Lines: This option lets you to select…

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Track Business Expenses with Attendees

Posted on 12:54 am, June 22, 2016 by kdevarakonda

Well! You would have heard that we have released the expense reports app with so much interesting features. All those features were completely designed to reduce the manual work. Still we are trying to implement many more amusing features to Apptivo’s Expense Management Software, to assist you in all your needs. Being the best expense…

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iPhone Expense Reports App

Posted on 3:19 am, June 16, 2016 by kdevarakonda

iphone-expense-reports-app

We have already released mobile CRM and Financial apps in IOS and Android mobiles. Now here comes the another exciting and best expense app for iphone, where you can create your own expenses and generate reports, keeping track of expenses effectively. The new features are very cool and can create & save the expenses any…

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Invoice V6: Recurring Billing & Recurring Invoices

Posted on 1:50 am, June 14, 2016 by kdevarakonda

recurring-invoice

The upgraded version on invoices app comes up with the versatile features that helps to reduce your time. Here comes the Invoice V6 with automated recurring billing & recurring invoices. This blog will let you know the way to manage recurring payments, using the functionality and benefits of recurring payment solutions in detail. Recurring Billing…

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Document Management With Microsoft OneDrive Now Available

Posted on 12:13 pm, May 25, 2016 by Todd Miner

onedrive-logo

Apptivo now supports linking documents from Microsoft OneDrive!  This new integration works very similar to the existing documents app integrations with Google Drive and Dropbox. The documents app is part of Apptivo’s contextual collaboration – a suite of tools available in all 50+ Appptivo apps!  Keep your files stored in OneDrive, and link relevant files…

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