Hi Everyone! We are happy to get back to you, with the next set of updates. Enhancements and Implementations View record assigned to Employee and Team Task status in the sales stages Enhanced Opportunity email button for restricting email recipients Access Level for Teams Bulk export of table sections in Invoices Fetching contact information via…
Over time, we have reshaped Apptivo with a few changes in syncing the emails with Gmail. Coping up with the trend, our team works tirelessly to give you enhanced and seamless sync of Apptivo email and G Suite email. We have a piece of good news for you! The application has been submitted to Google…
On this day, we’re thrilled to publish that Apptivo CRM has been again chosen and labeled as one of the “15 Category Leaders” in CRM Category by GetApp in their quarterly rankings. Apptivo CRM excelled as one of the top 15 in the “Category Leader” serves as a testimonial for a Customer Relationship Management Software…
The practice of initiating, planning, executing, controlling, and closing the work of a team to achieve specific goals and meet specific success criteria at the specified time is called Project Management. Every Project is temporary and has a beginning and end time, and therefore defined scope and resources. It consists of planning and organizing the…
Most of the companies/businesses have shared mailbox for their support. In the beginning, having a shared mailbox makes sense as the number of issues will be less but when the business grows the mailbox starts cluttering and overflowing with issues and requests. This is where Apptivo comes in to provide companies and businesses with a…
For all Businesses/Companies, one of the most hassled and uncomfortable situations is getting your clients to pay you on time or having to remind clients about late payments on a bill or invoice. Companies completely rely on their client’s payments to keep their Operations going. It can be very difficult to function as most…
Delivering top quality support is more important than ever in this Customer-Driven Market. Most businesses will require a team and tools to manage their support operations at some point, and Apptivo offers a flexible Help Desk Management System which can grow with your needs. Communication Methods Going beyond just intake, a company needs to…
The relationship between good customer service and business growth is always critical. Let’s take a look at how you can build better relationships. These days to have a successful business, it’s just not enough to only close the sale. You’ve got to help your customers to make them do continues business. Due to Digitalization…
Reporting is an essential part of any planning process in the workplace. A Business Report contains financial plans, customer service reviews, and marketing research results. Strategic planning is a key tool for running an effective Business. When done correctly, it turns companies vision into reality. But in order to meet the goals in the plan…
These days Customers are more impatient than they have ever been. They expect companies to communicate in the way that works best for them, whether by phone, email, social networks or chat apps. Chat can provide immense benefits – but only when it is well executed. That’s where the Apptivo Help Desk comes in….
