Apptivo Product Updates as of January 2020

Posted on 7:44 am, January 7, 2020 by Selva

Product Updates

Let’s kickstart this New Year with the latest product updates of Apptivo. Increasing efficiency and reducing the number of clicks is the main focus of the latest update. Updates and Enhancements Property Information in the Contacts App Milestone Report in the Projects App Auto-Refresh in the Campaigns App Void Section in the Customer Payments App…

Read more »

Apptivo Mobile Release Updates As Of November 2019 – Windows All-In-One App – V

Posted on 2:34 am, December 5, 2019 by Grace Douglus

Windows Release Updates

A long wait has come to an end – Our Apptivo All-In-One App for Windows V is rolled out!! Apptivo All-In-One Windows App goes beyond being another business app, it is a complete bundle of apps for your business suite. You can now enjoy the new jack-ups made to the Windows App. Have a…

Read more »

Apptivo Product Updates As Of November 2019

Posted on 6:39 pm, December 2, 2019 by Grace Douglus

November Product Release

Glad to get back to you after quite a while to Apptivo Product Updates! Get a sneak peek of the features that are rolled out this month. Updates and Enhancements Background Images for Campaign Email Templates Intelligent Chart in Work Orders Multi-selection in Advanced Search Background Images for Campaign Email Templates We are now available…

Read more »

Apptivo Teams Up With API Nation To Upgrade Integration Features

Posted on 5:57 am, October 4, 2019 by Grace Douglus

API Nation Blog

New Partnership Positions Apptivo to be the Best CRM to Pair with Quickbooks San Diego, CA (Oct 04, 2019) – Today, Apptivo announced a partnership with API Nation to bring powerful integrations to their clients, continuing Apptivo’s work of delivering software with unparalleled capability and flexibility. This partnership brings API Nation’s experience in closing the…

Read more »

Apptivo Product Updates As Of August 17, 2019 – CRM, Financials, Project Management, Supply Chain, and Collaboration

Posted on 6:37 am, August 22, 2019 by Grace Douglus

Product Release - Aug 17, 2019

Hi Everyone! Welcome back to the next set of updates in Apptivo as of August 17, 2019. Implementations and Enhancements Auto-capture ISD code Scheduling Recurring Invoice Custom Table Section Export Gantt Chart Dashboard Multi-currency support while import in Items app Disable Customer Portal Login CRM Auto-capture ISD code You can automatically get the ISD code…

Read more »

A Little Tweak In The Campaigns App

Posted on 6:30 am, August 7, 2019 by Grace Douglus

Campaigns app

Access Level security gives the System Administrator (Super-User) the ability to restrict the access level and set up View/Edit access to his/her employees. Thus, the secondary level users or employees can have limited access, whereas the primary users or employees can have complete access. With this feature, you can allow individual employees/users to access and…

Read more »

Apptivo Product Updates As Of August 03, 2019 – CRM, Financials, Supply Chain, Marketing, Collaboration, and General

Posted on 10:54 pm, August 6, 2019 by Jeyapriya Balasubramanian

product release aug 03

We are happy to get back to you with the new set of features and enhancements unleashed on August 03, 2019. Enhancements and Implementations Mapping Leads Amount to Opportunities Amount Enterprise duplication rule Leads status update action View Report in History Update associated object attributes Enterprise Level Report Data level security in Invoices Teams App…

Read more »

Apptivo Product Updates As Of July 20, 2019 – CRM, Financials, Supply Chain, and Collaboration

Posted on 4:47 am, July 24, 2019 by Grace Douglus

Product Release July 20, 2019

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…

Read more »

Apptivo Ranked As CRM Category Leader by GetApp for Q2 2019

Posted on 4:49 am, July 16, 2019 by Grace Douglus


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…

Read more »

× Thank you for joining the Apptivo Community!
You will now receive monthly updates on the latest developments in Apptivo.
× Already Exists!

The entered email address already exists.

Sign up for Apptivo Newsletter