In order to quickly access CRM objects like contacts, customers, leads, opportunities and cases, there is a “Side Panel View of a particular object” feature. For instance, in Contacts App; when you click on “Show All” or any other menu from the left navigation panel. You can view contacts found in table format with your…
Posts Categorized: CRM
Improved CRM to Boost Sales! Contacts, Leads, and Opportunities V5 – Sep 21, 2013
After this weekend, we’ve officially finished converting all of the sales and support applications to version 5.0 within the CRM module! On the previous release, September 11th, we updated the Contacts App to V5. This past weekend we completed the Leads & Opportunities Apps… all changes have taken effect automatically and are ready to use!…
CRM Upgrades & Cases Version 5.0 Released – August 24th, 2013 Update
We hope everyone had a great weekend! This past Saturday (August 24th) we performed another update to Apptivo, which includes the new V5 Cases App. Now you can experience all of the great new features of the Customers App, present when managing your support cases. The Cases App is the second app from CRM to…
CRM V5 Release Update & Sneak Preview of New Homepage V5
Hello everyone. Hopefully we haven’t kept you waiting too long for an update on Version 5.0! We’ve been hard at work, and get closer each day. Version 5 is entering closed beta testing for the CRM suite, and we’re getting close to release. But, in the meantime we thought you might enjoy a teaser of…
Loyalty Management & Surveys Apps in 4.0, Updates to CRM Apps – Mar 25, 2013
We are happy to inform you about this week’s Apptivo release, which included several apps upgraded to version 4.0, improved user interfaces, and many new features. Never worry about accidentally deleting data again, as we have now introduced a “deleted” area in the contacts app; here you can find contacts that you’ve recently deleted, and…
What is the best business software for a Painting Company?
Apptivo unquestioningly concentrates on the development of their clients, focusing evidently on their progress by offering a cloud CRM with an efficient customer contact management and various other powerful applications to support constantly. Let’s now elaborately discuss how the Apptivo apps can be used in a painting company. Business Software for a Painting Company The…
What is the best business software for a Landscaping Business?
Apptivo can certainly offer the application you need, but a few of the apps won’t apply to your type of business.You design and develop landscapes for customers, so I would recommend the following applications for your type of company. CRM Contacts – Contacts app records the information about those who the customers may refer for…
What is the best business software for a Hardware Stores?
The Question: I own a hardware store, and I’m looking to find software that will help me run my business and manage my workflow better. The Answer: Apptivo can certainly offer the applications you need, but a few of the apps won’t apply to your type of business. You run a hardware store, so I…
What Is The Best Financial Services Software?
Banking, Insurance, lending, or investing, financial service advisors are entrusted with the care of a given client’s assets and account wherein the client expects their relationship to yield high personal gain. Yet, financial service companies are constantly struggling to differentiate their product portfolio from competitors. By facing such a high degree of competition, most firms…
What is the Best Business Software for Antique Shops?
Apptivo always wanted to try something innovative and help companies with their needs. We usually focus on the future implements on the users feature requests. We say that the customer satisfaction is more important to grow any type of business. Here, we are going to discuss how our apps are used in the antique shops,…
