What is the Best Computer Service Management Software?

Posted on 9:56 am, February 10, 2016 by Ram Renga

computer-service-management

Generally, Apptivo offers 40+ business apps to all types of companies but some of our apps will not fit to your company. Let’s elaborate on how our apps will be used computer service management industry, Computer Service Management Workflow Computer service person is the one who patch up the issues which is reported while using…

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“Raise Your Sales” by Making the Apptivo Switch

Posted on 2:07 am, February 2, 2016 by kdevarakonda

Recently, Apptivo’s Cloud-based platform was ranked among the top ten best CRM software by Cloudswave, a seasonal ranking site that awards business applications based on weightage of the average score given by various critics. In the Cloudswave ranking, Apptivo’s CRM software stands in seventh position, and was awarded a CRM Badge. Apptivo is a comprehensive…

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What is the best business application software for attorneys?

Posted on 4:47 am, January 20, 2016 by kdevarakonda

attorneys-industry

Attorney may be anyone who is practising as a lawyer or the one who indulges in legal matters. For this type of concern the clients are more important and also it will be the toughest task to remember the issues of everyone. So they needed the software which should track all their clients database, staff’s…

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Tips for Turning Customer Engagement into a Sale

Posted on 1:09 am, December 7, 2015 by kdevarakonda

customer engagement

Customer engagement is necessary before making a sale. This can be achieved by doing the following. Get as much data about the customers as possible. You need not guess which product is the best for the customers. Data enables informed decisions. Segment the visitors to your website. Create ads as per user’s interests. Hence the…

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Why is my Calendar Sync not working?

Posted on 2:47 pm, November 30, 2015 by Ram Renga

Contact access level

Apptivo offers you with a bunch of awesome features and one among them is the ability to integrate with your google calendar. To ensure “Calendar Sync” works properly, we should ensure that Data Access is enabled in G Suite and “Calendar Sync” is enabled in Apptivo. Let us see how to enable these two: Enabling Data…

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Invoices V6 Beta

Posted on 11:00 am, August 5, 2015 by Maggy

The long wait for Invoices V6 is finally over. We’re proud to announce that Invoices is going into Beta starting today. To request access to the beta testing, please send an email to beta@apptivo.com. Apptivo has given you complete control over all your invoices! Check out all the cool features below: Customization Reference Attributes –…

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Simple app to manage construction projects

Posted on 5:04 am, May 6, 2015 by pkuppusamy

You can create one project for each construction job, then for each stage that requires approval, you can create a milestone. While you can keep a basic list of high-level steps, you also have the option of creating a number of tasks inside of each milestone. Here is a quick example of what you might…

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Updated WordPress Plugin – Integrate Your Website!

Posted on 4:55 pm, October 31, 2014 by Todd Miner

wordpress_integration

Apptivo’s WordPress plugins have been around for years, allowing customers to easily connect their website to Apptivo, even without any programming or technical knowledge. We’ve just updated our “Business Site CRM” plugin to offer more functionality than ever, and it’s even easier to set up than before. Anyone with a WordPress site can head over…

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Implementing Project Fulfillment Process

Posted on 6:21 am, October 9, 2014 by pkuppusamy

Overview Leads can be collected through a web form. These leads are converted to customers, contacts and opportunities. You can generate an estimate from opportunity. Convert the estimate to project. Once the milestones gets completed generate an invoice. Sales process Leads can be collected through a web form. All leads collecting in Apptivo will be…

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How to view financial summary of an item?

Posted on 3:36 pm, September 1, 2014 by pkuppusamy

Financial summary in kit order simply predicts the bottom-line earnings of an item. This action includes 5 different applications that work together. These apps form a basic net earnings of a particular item including PO and supplier invoices. Check following customization for setting up financial flows between five applications in your business account, Customization Suppliers…

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