Apptivo is a suite of 50+ cloud-based applications which helps the small and medium-sized business with their needs. It basically has nine categories that cover all the basic requirements of the businesses. Here, we can discuss how well these apps help the hospital management for dentists, Hospital Management Business Flow Hospital management helps the hospital…
Posts Categorized: Customers
Tips for Turning Customer Engagement into a Sale
Customer engagement is necessary before making a sale. This can be achieved by doing the following. Get as much data about the customers as possible. You need not guess which product is the best for the customers. Data enables informed decisions. Segment the visitors to your website. Create ads as per user’s interests. Hence the…
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…
Sneak Preview: IMAP Email Integration for Apptivo CRM
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…
Allow a Customer to View & Collaborate on Your Projects
There are many scenarios where you may want to keep a customer informed of the status of a specific project in your project management system. Apptivo provides the ability to add third-party customers to specific projects, so they can log in and view project details using their own account. This is great, because it allows…
Sales Orders 2.0 & Many CRM App Improvements – July 28th, 2012
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…
Contact Centric CRM Vs. Account or Customer Centric CRM: Which way to go?
Most of the early CRMs were contact centric by design, but many that came out in the last decade allow you to tailor the software to your needs. Apptivo allows you to implement either style of CRM, depending on your business requirements. A Contact Record forms the center of the universe in Contact Centric CRM,…
Installable Demos – Create Sample Data to Test & Learn Apptivo
What is an installable demo? An installable demo is an Apptivo feature that allows you to automatically create example customers, employees, and projects. This feature is great for new users who are looking to test Apptivo features, or learn how Apptivo can be used for their business. What data is created, can I delete it?…
What is a good configuration for the Customers App?
The Question: I’m just getting started, and understand that uploading customers is one of the first tasks I need to take care of. Before I start entering all of my customers, I would like to make sure the app is configured well. Could somebody please explain the various configuration options, and how to work with…
