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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Posted on 1:42 am, December 1, 2017 by


We, at Apptivo, are very happy with the update of the Android Unified App (Apptivo Base) where you can view a group of 11 Apps. Here comes a new refresh to the Unified App where we have incorporated the Projects App to the Unified App package and updated CRM Apps. Project management’s essential challenge is…

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Release Notes for November 21, 2017 – Mac OS

Posted on 9:27 pm, November 23, 2017 by

Mac OS

We, at Apptivo, are very excited and happy to launch our Apptivo in Mac OS platform. Apptivo at Mac OS platform provides you with CRM apps which include Customers, Contacts, Leads and Opportunities and the activities inside the Agenda. We’ve been working towards resolute quality not surprisingly, to improve the Apptivo better for you. With…

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Release Notes for May 06, 2017 – CRM, Project & Product Management

Posted on 3:56 am, May 10, 2017 by


We are happy to inform you that, on May 06, 2017 we have released an update that are attention-grabbing, where you’ll find a complete list of changes below. The key switches in this update include: Views Create Button Filter Custom Attributes in Leads App Project Dynamic and Static Views Create Button in Projects App Ideas…

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Set Up Apptivo for Cold Calling Efficiency

Posted on 12:38 pm, August 10, 2016 by

Cold Call Process

There are many apps inside of Apptivo CRM where you might perform sales cold calling. In this post we’ll cover the basics of where calling might happen, how to build a solid cold call process, and walk through the steps to perform calls as an end-user. Apptivo Cold Calling Apps First, let’s talk about calls…

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“Raise Your Sales” by Making the Apptivo Switch

Posted on 2:07 am, February 2, 2016 by

Recently, Apptivo’s Cloud-based platform was ranked among the top ten best CRM software by Cloudswave, a seasonal ranking site that awards business applications based on weightage of the average score given by various critics. In the Cloudswave ranking, Apptivo’s CRM software stands in seventh position, and was awarded a CRM Badge. Apptivo is a comprehensive…

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Homepage V6 Launches & CRM Beta Begins

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


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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Updated WordPress Plugin – Integrate Your Website!

Posted on 4:55 pm, October 31, 2014 by


Apptivo’s WordPress plugins have been around for years, allowing customers to easily connect their website to Apptivo, even without any programming or technical knowledge. We’ve just updated our “Business Site CRM” plugin to offer more functionality than ever, and it’s even easier to set up than before. Anyone with a WordPress site can head over…

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CRM Structure – Contacts vs Customers & Leads vs Opportunities

Posted on 2:51 am, January 28, 2014 by


In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The Online CRM Software is used by everybody to some extent, even those who only plan on using Apptivo for basic invoicing, or project management. Because of this, some of the most common questions resolve around “What is a customer?”, “What is…

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More CRM Enhancements, and Projects V5 Beta – October 26th Update

Posted on 1:09 am, October 29, 2013 by


This week were pleased to announce the details of our latest update. Over the weekend we added a bunch of small new improvements to the CRM applications, in preparation for our continued Version 5.0 rollouts. We’re focusing heavily on the great feedback being provided by our community, and we’re working on packing in as many…

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