CRM software features: What should you look for?

Posted on 8:14 pm, April 27, 2023 by R P Jagdeeswari

CRM software features: What should you look for?

In the world of business, building and maintaining strong customer relationships is like building a sturdy bridge that connects any business with their customers. Just as a bridge must be carefully constructed and maintained to ensure its strength and longevity, a successful customer relationship requires careful attention and nurturing. A robust CRM system is like…

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Benefits of using a Contact Management System

Posted on 7:53 am, March 7, 2023 by R P Jagdeeswari

1. Minimum requirements of Contact Management System? 2. How to choose a Contact Management System? 3. Tangible benefits of using a Contact Management System 4. Summary Maintaining strong customer and client relationships is more important than ever in today’s fast-paced business environment. One effective method is to use a tool like a Contact Management Software….

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Where can I get best Electricians Management Software?

Posted on 10:42 am, April 16, 2016 by kdevarakonda

Apptivo offers business software to all kinds of business and it helps to track the database and financial information of the particular industry . Let’s elaborate on how our apps will be used in electrician management industry. Electrician Management Workflow: All the companies will have their own workflow to run their business. Here is the…

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Why is my Calendar Sync not working?

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

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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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…

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What’s so great about this thing called G Suite?

Posted on 7:10 pm, November 14, 2012 by Maggy

On March 9, 2010, Google launched G Suite Marketplace for third party applications to help manage business from the web. Now after two years of success, and many more to come, G Suite is taking off with many different sized businesses whether small, medium or large. It’s a cheap and affordable solution for many businesses…

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Why is my contact sharing not working?

Posted on 12:17 pm, September 3, 2012 by Ram Renga

Apptivo’s Contact Sharing for G Suite is very easy to setup. Simple contact sharing is extremely quick and works just when you follow the on screen instructions. Sometimes, Contact Sharing gets disabled due to API errors or user account errors. On other occasions administrators inadvertently turn off data access from their G Suite accounts. This…

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Outlook Contacts Syncing with Apptivo

Posted on 9:04 am, August 28, 2012 by Maggy

Many of you have questioned why your Outlook Contacts aren’t syncing with your Apptivo Contacts even after installing G Suite Sync for Microsoft Outlook. Unfortunately, Outlook does not allow the ability for Outlook contacts to sync into a specific Google group. In order for your contacts to sync with Apptivo, they must be added to…

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Sales Orders 2.0 & Many CRM App Improvements – July 28th, 2012

Posted on 8:51 pm, July 31, 2012 by Todd Miner

Hello there! This week was a big week for CRM, including an overhaul of the contacts, leads, and customers applications. Along with this, we included various small improvements for the Invoices App, and we released the 2.0 version of our Orders App. For CRM, there are several notable improvements that have been included. The best…

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