Here at Apptivo, we like to think of ourselves as a high customer-centric company. We believe that when it comes to deciding what the customer wants, the customer knows best (simple enough, right?). Because of this, our company roadmap is 100% driven based on customer requests, and we work extremely closely with our customers to…
The latest update to Apptivo covered three primary features: new marketing apps, improved user dashboard when logging in, and adding enhanced reporting to our CRM applications. The most compelling of these changes are the brand new visual charts within CRM, which give great insight into your sales pipeline, employee performance, and customer/contact behavior…all at a…
Hello there! This week was a big week for CRM, including an overhaul of the contacts, leads, and customers applications. Along with this, we included various small improvements for the Invoices App, and we released the 2.0 version of our Orders App. For CRM, there are several notable improvements that have been included. The best…
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….
This week was an invoices extravaganza! We made countless updates to our invoices app to accommodate many new requests from our customers like you! The app has a new refreshed look & feel, many new pieces of functionality, and a new & improve custom PDF template builder. You’ll also notice a fresh look for the…
This week we focused on two primary items: helping new users get started, and to improve the experience of Apptivo for the most commonly viewed areas. No major functionality changes we’re done this week, instead, you will notice many minor improvements across the platform. First we have the demo data installer, which was designed to…
This week we focused on several different items. The largest change to Apptivo this week is related to our new paid plans, Professional and Enterprise. These new plans complete our offerings to allow the perfect set of features for any type of business. From a micro business just getting started, all the way up to…
For this week we focused on improving all aspects of our Invoices App. Specifically, we’ve launched a new feature which allows you to automatically remind your customers about unpaid invoices.Introducing the new “Message Templates” & “Auto Reminders” features. By going to the configuration area of your Invoices App, you can now set up new message…
This week we’ve made some great improvements to our business apps. The most noticeable new feature is the addition of custom attributes throughout all CRM apps, allowing you to completely customize the CRM apps for your unique business! You will also notice there are many new improvements to the Invoices App, and the Timesheets App….
Introduction This has been a great week for our business tools! We made some general enhancements and improvement, but the biggest news is custom attributes. You are now able to completely customize your customers application by creating and defining your own fields and objects. This takes customization in Apptivo to a whole new level, let us…
