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…

Read more »


Projects Management Version 5.0 is Now Available!

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

projects

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…

Read more »



CRM Structure – Contacts vs Customers & Leads vs Opportunities

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

crm_structure

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…

Read more »


Apptivo Project Management Wins Smart Choice Award!

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

smart_choice_award

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…

Read more »



Dynamic Email Templates & More CRM Improvements – Nov 23rd Update

Posted on 6:54 pm, December 2, 2013 by Todd Miner

create_email_template

We hope you had a great holiday, and that you are back and motivated to tackle another great week! Our most recent update occurred last week on Saturday November 23rd, 2013. Once again we were focused on bringing further updates to the Version 5.0 apps in CRM, and this update brings a couple key features….

Read more »


Updated “Email to Case” Feature – Automate Your Support Ticket System

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

email_to_case

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…

Read more »


Updates to Timesheets App & Requirements Upgraded to 4.0 – Apr 08, 2013

Posted on 6:16 pm, April 15, 2013 by Ram Renga

Requirements02

We are happy to inform you about this week’s Apptivo release, which included an app upgraded to version 4.0, and also many new features, including updated interfaces in the Timesheets App. This release has also added a many new integration’s between apps! Now, you can convert an estimate into a project, opportunity into project, case…

Read more »


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…

Read more »