How many times have you felt like you wanted to scream at a late-paying client? We’ve all been there. First few days after the payment is due is okay, but when it comes to be 30, then 60, and maybe even 90 days after due, that is just unacceptable. That’s why Apptivo has made it…
There are three steps required to enable access for an employee to use Apptivo’s contact sync app. Importing Users From G Suite to Apptivo First, we need to add the users into the Apptivo database, just like you added the users for the G Suite access list. Log in to Apptivo, or navigate to Apptivo…
This article will explain how to take the proper steps to re-size and upload your product photos into the Items App. These images can then be published to your Apptivo eCommerce website. We’ll cover the steps to determine what type of image size you need, then we’ll cover the basics of proper re-sizing so the…
This week was an invoices extravaganza! We made countless updates to our invoices app to accommodate many new requests from our customers like you! The app has a new refreshed look & feel, many new pieces of functionality, and a new & improve custom PDF template builder. You’ll also notice a fresh look for the…
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,…
This is my first post on the Apptivo blog. I joined Apptivo a few months back and I am responsible for operations and marketing at Apptivo. Over the next few posts I plan to share my thoughts on how Apptivo can be used as a project management tool for various software development methodologies. This is…
This week we focused on two primary items: helping new users get started, and to improve the experience of Apptivo for the most commonly viewed areas. No major functionality changes we’re done this week, instead, you will notice many minor improvements across the platform. First we have the demo data installer, which was designed to…
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?…
Every venture investor and entrepreneur will tell you that ideas are cheap. The team that executes on the idea is almost worth half the value of a business. So social aspects of a business management software are extremely key to keep all the team members informed about what is going on in the business. Apptivo’s…
This week we focused on several different items. The largest change to Apptivo this week is related to our new paid plans, Professional and Enterprise. These new plans complete our offerings to allow the perfect set of features for any type of business. From a micro business just getting started, all the way up to…
