Now Search & Upload Google Drive Documents More Easily

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

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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…

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Updated Email to Case Feature – Automate Your Support Ticket System

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

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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…

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Case Study: Automating an IT Business With Apptivo & G Suite (IT CRETE)

Posted on 6:37 pm, June 11, 2013 by Todd Miner

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IT Crete specializes in providing system software support to small and medium sized businesses in Heraklion, Crete, Greece. They have professional experiences in the following fields: Microsoft Windows server AD domains Exchange server deployment Firewall & internet security Virtualization with Hyper-V, VMware or other similar technologies Linux server implementations of all sorts Web server implementations…

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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…

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The Difference Between Leads & Opportunities in Your Sales Process

Posted on 6:19 pm, March 15, 2013 by Todd Miner

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If you are new to CRM (customer relationship management) or sales force automation, you may not be familiar with the terms “Lead” and “Opportunity”.  In this post, we’ll break down the difference between lead and opportunity, and how to properly configure your apps in Apptivo’s online CRM solutions. Keep in mind that every business will…

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5 Ways to Cut Business Costs For Small Businesses

Posted on 2:00 pm, March 14, 2013 by Maya Pillai

5 Ways to Cut Business Costs For Small Businesses

If you are a small business owner, then you know that every penny counts. The operational cost is an important factor as it helps to assess the business’s cost-effectiveness and determine the cost required to generate revenue. However, when the business is a start-up, we have to ensure that minimum cost is incurred to obtain…

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How is Apptivo integrated?

Posted on 3:25 pm, March 6, 2013 by Maya Pillai

Apptivo Integration

Apptivo is a cloud based business management application that has been designed to serve the end-to-end needs of small and medium sized businesses. The platform is a fully integrated architecture that enables businesses to run their processes without having to worry about their data and other crucial information. Apptivo has a collection of 40+ cloud…

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