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…
Posts Categorized: Applications
How to view financial summary of an item?
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…
Creating Target Lists and Adding them to Mail Chimp
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…
Projects Management Version 5.0 is Now Available!
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…
April 26th Apptivo Upgrade – Projects V5 is Coming in 24 Hours!
This weekend we performed another major update to Apptivo. We’ve released various enhancements & changes, but the focus of this update is our new online project management system. In the next 24 hours our team will be making the new Projects App V5.0 available to all Apptivo customers. This new upgrade comes with tons of…
CRM Structure – Contacts vs Customers & Leads vs Opportunities
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…
Apptivo Project Management Wins 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…
Integrate Your Website With Apptivo’s New REST API
For a while now, Apptivo has allowed customers to integrate their website, or other outside applications using our API. We’re happy to announce a new REST API, which is not only more powerful, but also simpler to implement. While the existing SOAP API allowed for many useful functions, such as placing a form on your…
Dynamic Email Templates & More CRM Improvements – Nov 23rd Update
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….
Updated Email to Case Feature – Automate Your Support Ticket System
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…
