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

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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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Creating Target Lists and Adding them to Mail Chimp

Posted on 5:49 am, July 14, 2014 by pkuppusamy

Creating target lists for Mail Chimp has never been simpler. You can create target lists from individual targets, contacts, customers or leads in Apptivo. Steps to create your first Target List Log in and access Targets App from your universal navigation menu bar. If it cannot be found, go to “App Store” and you will find…

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Projects Management Version 5.0 is Now Available!

Posted on 12:11 am, May 1, 2014 by Todd Miner

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Are you ready for the next generation of integrated online project management? Last night we unleashed Projects App V5.0, which includes a ton of great new enhancements. Below we’ll provide a high level breakdown of every change involved, and show you the steps to follow to upgrade your existing projects to use task dependencies. Stay…

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CRM Structure – Contacts vs Customers & Leads vs Opportunities

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

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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…

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Apptivo Project Management Wins Smart Choice Award!

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

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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…

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