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…

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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…

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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…

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The Difference Between Leads & Opportunities in Your Sales Process

Posted on 6:19 pm, March 15, 2013 by Todd Miner

conversion_flow

If you are new to CRM (customer relationship management) or sales force automation, you may not be familiar with the terms “Lead” and “Opportunity”.  In this post we’ll break down the difference between lead and opportunity, and how to properly configure your apps in Apptivo’s online crm software. Keep in mind that every business will…

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Project Time Tracking & Billing Bundle Quick Start Guide:

Posted on 11:34 am, February 12, 2013 by Todd Miner

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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Worldwide tax code settings for Invoices App

Posted on 12:52 pm, January 22, 2013 by Ram Renga

Taxes

All over the world, the countries levy taxes on goods and services for the purpose of increasing the revenue of the country. This taxable amount will be used by the governments for many beneficial activities like infrastructure improvement, health services, public security etc. So it’s the responsibility of the civilians to pay direct and indirect…

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Sneak Preview: IMAP Email Integration for Apptivo CRM

Posted on 11:15 am, January 10, 2013 by Todd Miner

customer_crm_email

Here at Apptivo we are very excited to announce what may be our biggest improvement to date: comprehensive email integration with any IMAP based email system. While our CRM system has had support to track outbound emails up to this date, this new e-mail integration takes the integrated approach to CRM off to a whole…

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Online Project Management, Time Tracking, and Customer Invoicing in Apptivo

Posted on 3:09 pm, January 5, 2013 by Todd Miner

tetter_totter

Apptivo contains many various tools which assist in the process of managing and tracking time for the tasks completed during a customer project.  Regardless of how the customer is billed for this effort, you can easily generate invoices directly from the project, or even from separate employee timesheets.  Our solution includes the capabilities to completely…

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Zipmark eCheck Gateway – New Payment Option for Invoices

Posted on 7:59 pm, December 20, 2012 by Todd Miner

zipmark_logo

Does your business want to collect payments from an online gateway that support eChecks that let customers pay directly from their bank’s checking account? If so, Apptivo now has the solution. We’ve partnered with a revolutionary new payment processor called Zipmark. By teaming up, Apptivo’s online invoices app now allow you to generate electronic invoices,…

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How Recurring Invoice Can Help your Small Business

Posted on 10:17 am, December 12, 2012 by Maya Pillai

Recurring Invoice

I work for multiple clients and I have to send invoices on a repeating basis. Sometimes it can get a bit tiring working manually on invoicing. That is when one of my acquaintances introduced me to Apptivo, a popular online invoicing service that provides businesses the option of recurring invoices and many other features that…

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