Posted on by naveen

Eliminating Workflow Uncertainty With Apptivo Project Management Tools

Owing to the evolution in technology, the Project Management Software of Apptivo has gone through multiple advancements since its inception. The methodology and tools adopted in project management have evolved from conventional bookkeeping to spreadsheets and an online cloud application. In the future, experts predict that there will be the induction of Blockchain, Artificial Intelligence, and Machine/Human interaction in the project management system.

Irrespective of the tools used, the goal is to meet the delivery expectations and ensure smooth workflow implementation. The role of project managers has evolved from simple monitoring to strategic leadership. To accommodate the changing business ecosystem, the Apptivo CRM and Project Management combined Software has advanced with the changing trends for a better user experience, easy tracking of milestones, and timely delivery of services. Now, we will go through the challenges surpassed by businesses while using the Apptivo Project Management bundle.

What makes Apptivo Projects unique?

The project management solution of Apptivo is a complete system designed with project tracking Software that pays attention to the smallest detail associated with your project. The project management system of Apptivo, equipped with CRM and invoicing, follows the waterfall structure to manage and complete the tasks. The Gantt charts and collaboration tools added to each project creates an interactive workspace that focuses on tracking, monitoring, and measuring the performance of individuals in your teams.

The project planning software of Apptivo is a complete bundle that includes the Contacts, Customers, and Projects app covering the elementary requirements in a project. Along with this, the Timesheets app ensures tracking of hours used by the employees in the project, and the Invoice app provides online billing of the projects from your Apptivo cloud application.

Streamlined Project Management

Are you tired of dealing with complicated project management applications? Do you have to access multiple platforms to complete a project? We can avert these hurdles with the Apptivo project management application system. Handling your projects becomes organized with efficient project management tools. Be it measuring the scope of a project or adding teams, Apptivo Projects app has got it all covered. Also, you can add milestones in project management to measure the progress of a project and meet the deadlines. Milestones can be broken down into tasks and tracked till their completion. In short, your projects become transparent and easily accessible by your team members.

Streamlined Project Management

Integrated Workflow

Apptivo Projects is an integrated cloud application that does not stop with the simple task of managing projects. Instead, Apptivo moves a step ahead by empowering businesses in the transition process while transferring projects to other departments. If your project requires a field service or survey, you can convert the project into a work order. When your project needs billing, you can generate invoices from within the application. Furthermore, the projects are converted into timesheets to calculate the hours utilized by employees to complete the project. We can now say that Apptivo is an All-In-One cloud application that is elegantly designed to serve the business purpose and reduces the transfer of work between platforms.

Integrated Workflow

Interactive Customer Portal

Nowadays, businesses choose the path of empowering customers with an efficient customer portal. This portal serves as a multi-purpose platform that enables customers to track and communicate on their projects. Also, customers can avoid reaching out to a support team or customer services to find solutions to their questions. With Apptivo’s customer portal, customers can log into their secured customer portal and track the status of their projects. Additionally, you can trace the previous transactions with appropriate data on the resolution provided with time stamps. The employment of the customer portal creates a sense of trust among customers on your projects and improves the customer retention rate.

Interactive Customer Portal

Collaborative Project Tools

Interaction with customers is an opportunity to understand them better and reinstate their trust in your products or services. Customers get dissatisfied when they have to explain their queries repeatedly to multiple people. When the business keeps track of all the interactions that are instantly accessible, then the employee could provide solutions to the customers effortlessly. Apptivo project management solution has a variety of collaboration tools that cater to different essentials of businesses. You can add notes related to the project, send and track emails, manage tasks, and track the time used in completing a project. Additionally, you can get real-time updates on the actions performed by your teams using Apptivo News Feeds.

Collaborative Project Tools

Dashboards and Reports

The Gantt Charts plays a pivotal role in planning and implementing projects within the scheduled time. With Gantt Charts, project managers can effortlessly keep track of the tasks and milestones associated with a project. Along with this, Apptivo offers dashboards and reporting features that allow businesses to collect information on various aspects of your project. The reports are portable and downloaded in XLS or CSV format to your local. The dashboard assists in analyzing the performance of your employees, teams, and projects to determine your business strategy. You can design your custom dashboards from scratch, collect real-time information, and keep all the stakeholders informed on your business.

Dashboards and Reports

Final Thoughts

Though there are many project management software present in the market, Apptivo stands out from the rest because of its simple user interface powered with advanced technology. Apptivo project management bundle is accessible across all devices, thereby offering a top-notch user experience for businesses. With cloud-based CRM and project management apps of Apptivo, you can streamline their projects, meet deadlines, and boost their productivity with the on-time delivery of projects.

Leave a Reply

Latest Blogs

CRM Importance In Business - A Comprehensive Overview

Before signing up your company for any CRM software and leveraging its powerful customer relationship management feature, the firsthand question that you have to ask yourself is, “Why do I need a CRM Software?” Yes, the question ‘Why’ simplifies your CRM selection process, and you will end up choosing the right CRM solutions for your business. Though it is frustrating to go through numerous product sites and review sites to identify the best online CRM, we have made your task easier by listing down the importance of CRM in the business world

Read more 

Ticketing and Project Management Software

When you are running a business, customer service and project management are the two areas where you need to put more emphasis. Simply put, customer service helps to retain the existing customers, and project management assists in increasing the lifetime value of your business

Read more 

Sign up for Apptivo Newsletter




× 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