Posted on 3:25 am, January 29, 2018 by


We, at Apptivo, are very happy with the update of the Android Unified App (Apptivo Base) which have been deployed on January 24, 2018, with various updations which are much useful for Mobile devices. Now, let us go through a brief note about each feature included in this Unified App. ANDROID UPDATES CRM Homepage for…

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Release Notes for January 20, 2018: Financials, Collaboration, CRM

Posted on 9:52 pm, January 23, 2018 by

release notes jan 24

We, at Apptivo, are happy in releasing a prominent list of feature updates. Have a look at the various new features and product updates, which were deployed on January 20, 2018: Relation Types of Contacts and Customers Phone and Email Support in the Kanban Layout (Leads & Opportunities App) Pricing Feature – Kit Orders Pricing…

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Release Notes for March 25, 2017 – Marketing & Financial Management

Posted on 5:55 am, March 28, 2017 by


On March 25, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key features in this update include: Email Template Changes (UI level) Dynamic Targets in Targets App Edit Feature in Campaign Template Multi Currency support in entire Financial Apps Estimates App Notifications Security Actions…

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Implementing a Product Sales Process using Apptivo Apps

Posted on 5:58 am, March 26, 2013 by

Product Sales Process

For an effective crm sales process, sales force automation is an important aspect. This vital activity of sales automation can be seamlessly done with the sales management tools. To assist the sales managers and teams in producing better sales and productivity, sales software is used nowadays. The following scenario explains the sales process steps of…

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Advanced Searching & Reporting, Email Notifications, and Cases 2.0 – July 14th, 2012

Posted on 7:53 am, July 19, 2012 by


This week we’ve made several notable new features which you can expect to see rolled into all of our apps over the upcoming months. We were focused on four core apps this week: Cases, Opportunities, Estimates, Invoices, and Work Orders. The most important new feature is the addition of advanced search, and custom report generation….

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Implementing Service Delivery Process using Apptivo Apps

Posted on 12:30 am, July 18, 2012 by


Glocial Tech would like to implement the Service Delivery Process starting from a lead, all the way up to getting the payment from the customer. This is for their network installation service. Apptivo certainly has Apps to support this process. The ability and ease with which you can create this integrated flow is what makes…

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