Homepage V6 Launches & CRM Beta Begins

Posted on 10:00 am, March 17, 2015 by Todd Miner


After several weeks of beta testing and working on great feedback from our customers, we’ll be launching the new Homepage Version 6. There are still a lot of great features we have planned in upcoming releases, but we’re pleased to get this first version of the new technology into the hands of all Apptivo customers….

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Homepage Version 5.0 Released! Introducing My Agenda

Posted on 8:06 am, March 20, 2014 by Todd Miner


This post was updated on March 31st to add a video overview (found below). It’s finally here! The Homepage V5 update was completed and made available to all Apptivo users this weekend. This is a sweeping set of improvements that enhance the website navigation, your main activity dashboards, as well as the collaboration features available…

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Where to Find Your Apptivo API Key & Apptivo Access Key

Posted on 10:56 pm, May 28, 2012 by Todd Miner

The Question: How do I acquire an API key & Access key to access an Apptivo WordPress Plugin, or to build my own Apptivo application? Do I need to purchase anything, and where do I find the key? The Answer: Apptivo offers access to their API for developers (developers API) & business users who want…

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What are activities, and why are they so important?

Posted on 11:28 am, April 18, 2012 by kdevarakonda

The Question: I keep reading about how activities are the center of the Apptivo software, but I don’t quite understand their significance. What are the various CRM activities and the activity types, and how should I use them? The Answer: To understand what an activity is, let’s first take a look at its definition:Ac-tiv-i-ty [ak-tiv-i-tee]…

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What are documents, and how do I use them?

Posted on 11:26 am, April 18, 2012 by kdevarakonda


The Question: I read about the documents feature on the pricing page, and would like to know about where and how my company will use the document storage. The Answer: Documents, along with notes, appear in nearly every Apptivo application. This is important because it allows yourself, and your employees, to store documents & files…

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What are notes, and how do I use them?

Posted on 11:25 am, April 18, 2012 by kdevarakonda


The Question: I see notes are available on most pages, but I’m not sure what they are meant to be used for. Could someone enlighten me? The Answer: Notes, along with documents, appear in nearly every Apptivo application.  Being one of Apptivo’s collaboration tools, Notes have a few different proper uses, depending on the type…

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