Security Notice: Apptivo Users Safe From Heartbleed Bug

Posted on 5:21 am, April 10, 2014 by Todd Miner

heartbleed

Apptivo is not affected by recently discovered “Heartbleed Bug” which you may have heard about. What is the Heartbleed Bug? On April 7, 2014, security researchers announced a recently-discovered vulnerability called Heartbleed. By exploiting this vulnerability, attackers could access sensitive data, compromising the security of the server and its users. Apptivo is aware of the…

Read more »


Case Study: Professional Services With Apptivo & G Suite (PB Legal Services)

Posted on 11:46 pm, March 26, 2014 by Todd Miner

PB_Legal_Services_logo

PB Legal Services is a professional legal services company located in Thailand. PB Legal Services focuses on delivering clear, logical advice that provides their customers with confidence. They place an emphasis on top quality customer service that is organized, friendly, and informative. PB Legal Services offers both business & personal legal services including: Work permits Visa…

Read more »


CRM Structure – Contacts vs Customers & Leads vs Opportunities

Posted on 2:51 am, January 28, 2014 by Todd Miner

crm_structure

In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The Online CRM Software is used by everybody to some extent, even those who only plan on using Apptivo for basic invoicing, or project management. Because of this, some of the most common questions resolve around “What is a customer?”, “What is…

Read more »


Apptivo Project Management Wins Smart Choice Award!

Posted on 11:43 pm, January 14, 2014 by Todd Miner

smart_choice_award

We’re pleased to announce that Apptivo’s Projects App has captured a “Smart Choice” award from FindTheBest.com. After combining reviews from several professional sources, they produced a score of 95 out of a total 100 points! We’d like to send out our thanks to everyone who has been a part of the Apptivo community over the…

Read more »



Now Search & Upload Google Drive Documents More Easily

Posted on 7:47 pm, October 11, 2013 by Todd Miner

google_drive_documents

Recently we’ve heard lots of feedback in regards to our Google Drive integration within Apptivo. Some of you have loved it, and some of you have provided some excellent feedback as to how we can improve. Our previous upgrade includes “Add Google Document” button. We’ve been listening closely, and we’re happy to announce an upgrade…

Read more »


Updated “Email to Case” Feature – Automate Your Support Ticket System

Posted on 2:03 pm, October 3, 2013 by Todd Miner

email_to_case

While Version 5.0 has been taking the spotlight recently, we’d like to let you know about another cool enhancement to Apptivo! It’s been a while since we introduced the “email to case” feature inside of our Cases App for customer support, and there was one common request from many different users: automatically attach email replies…

Read more »



Implementing a Product Sales Process using Apptivo Apps

Posted on 5:58 am, March 26, 2013 by Ram Renga

Product Sales Process

For an effective crm sales process, sales force automation is an important aspect. This vital activity of sales automation can be seamlessly done with the sales management tools. To assist the sales managers and teams in producing better sales and productivity, sales software is used nowadays. The following scenario explains the sales process steps of…

Read more »