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

pdf_editor

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

product_release_may

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

may_product_release

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

project-gantt-chart

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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How can we get the reports in Invoices?

Posted on 12:39 am, September 6, 2016 by kdevarakonda

Mostly the reports are used to track the particular set of information in a specified way. The reports can be of any form like graphics, images, voices or any type of vocabulary. The normal reports are used to track the work which is associated to the particular period. The past discussions was generally on the…

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August 27 Apptivo Updates – Procurement V6, Email Tracking, CRM View Builder

Posted on 2:59 pm, August 30, 2016 by Todd Miner

procurement_apps

Over the weekend we’ve released a few great new features in CRM, along with some apps which are freshly upgraded to Version 6. You’ll also find a few other great new features throughout, such as our brand new email tracking. Here is a breakdown on what’s new: Procurement Solution V6 Upgrades New CRM View Builder…

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Email Themes & Templates Settings in Campaigns App

Posted on 1:47 am, August 22, 2016 by kdevarakonda

We have already walked through the campaigns basic flow & quick campaign, and also how it works for the marketing people. Now let us see, Email Themes & Templates options and how well it can be used, Campaigns usually focuses on the marketing emails, it also plays a vital role to the one who like…

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