Apptivo Product Updates as of April 06, 2021

Posted on 7:10 am, April 6, 2021 by naveen

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Welcome to the latest edition of Apptivo’s product updates. In this update, we have added the QuickBooks Integration and eSignature functionality in Cases Extended applications to boost the user experience. In addition, other features are also prioritized to get an update in order to ensure an integrated user experience and provide high-quality support. Updates and…

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Apptivo Product Updates as of March 23, 2021

Posted on 5:39 am, March 24, 2021 by naveen

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We are back with the latest product updates from Apptivo. In this update, we have revised and optimized few existing features and launched new features to facilitate the existing functionalities. At Apptivo, we always pay attention to our customer’s feedback and update the apps frequently to make them more user-friendly. Let’s look at a brief…

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What is a Milestone in Project Management?

Posted on 11:57 pm, July 29, 2020 by Selva

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With a steady rise in the number of businesses, the trend is changing with the focus shifted to small and medium businesses. This pragmatic shift has turned the spotlight to entrepreneurs who are more “Business Ready” than ever to take over projects. Businesses are looking for a one-stop cloud application offering CRM, Invoicing, and Project…

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Get Clients to Pay You Faster With Apptivo Invoices

Posted on 7:30 am, May 9, 2019 by Vipul

GET CLIENTS TO PAY YOU FASTER WITH APPTIVO INVOICES

For all Businesses/Companies, one of the most hassled and uncomfortable situations is getting your clients to pay you on time or having to remind clients about late payments on a bill or invoice.   Companies completely rely on their client’s payments to keep their Operations going. It can be very difficult to function as most…

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Marketing Tips from CRM Experts

Posted on 4:02 am, April 24, 2019 by Vipul

MARKETING TIPS FROM CRM EXPERTS

  Every Marketing Personnel is always looking for different and unique ideas to make their work life easier. These days our customers are literally bombarded with all types of promotional emails and offer’s that spring out from every corner. Take a moment and think, in a day how many promotional emails you have received from…

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Project Time Tracking & Billing Bundle Quick Start Guide:

Posted on 10:11 pm, October 18, 2017 by pkuppusamy

Managing projects is a big deal for small businesses and startups. Let us assume that Glocial Tech would like to manage their projects in the company. The process will start from a lead and end up with getting paid by customer that is, start from a lead, go through the sales & estimate process, track…

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Removal of V4 PDF Templates in Financial Apps

Posted on 10:59 pm, August 7, 2017 by operations

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With our upgrade to V6, we’ve provided a lot of great enhancements to our existing PDF editor for Estimate, Invoices, and other apps. Now that V6 has been available for some time, we’ll be removing access to your old templates as part of our ongoing system maintenance. Up until now your old templates have remained…

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Release Notes for May 20, 2017 – CRM, Financial & Human Resources Management

Posted on 4:53 am, May 22, 2017 by operations

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We are happy to inform you that, on May 20, 2017 we have released an update that are notable, where you’ll find a complete list of changes below. The key switches in this update include: Kanban View in Opportunities App Filter Custom Attributes in CRM Filter Custom Attributes in Work Orders App QuickBooks Integration –…

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Release Notes for May 06, 2017 – CRM, Project & Product Management

Posted on 3:56 am, May 10, 2017 by operations

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We are happy to inform you that, on May 06, 2017 we have released an update that are attention-grabbing, where you’ll find a complete list of changes below. The key switches in this update include: Views Create Button Filter Custom Attributes in Leads App Project Dynamic and Static Views Create Button in Projects App Ideas…

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Projects App V6 Now Available – September 3rd Update

Posted on 8:01 am, September 7, 2016 by Todd Miner

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This week we performed another update to the Apptivo system, with the key focus being the release of the Projects App on our V6 technology. We’ll cover the details of projects below, an otherwise we’ve just wrapped up the last of our previous release, by including the new view builder feature inside of the Customers…

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