Apptivo now supports linking documents from Microsoft OneDrive! This new integration works very similar to the existing documents app integrations with Google Drive and Dropbox. The documents app is part of Apptivo’s contextual collaboration – a suite of tools available in all 50+ Appptivo apps! Keep your files stored in OneDrive, and link relevant files…
Managing their b2b sales funnel is crucial for every organization. Many organizations want to track their sales pipeline in a CRM system, but when a business has multiple divisions, or multiple completely different product lines, you might want to create multiple sales pipeline. A “pipeline” consists of all the steps, fields, and workflow rules that…
After many months of blood, sweat, and tears, the latest Apptivo technology is finally here. If you’ve been following our story, we began rolling out our V5 technology in August of 2013, and continued updating the core applications into early 2014. Since then, we’ve been hard at work producing the latest iteration: Apptivo V6. This…
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…
We’re very pleased to announce the release of our redesigned Mobile CRM App for Android. This update retains all of the existing features from the old app but includes lots of new goodies. The #1 coolest feature about our new app is definitely the automatic call logging. But, there are also lots of other little…
One of the keys to a successful adoption of a CRM systems (or any business apps) is to keep the system simple & easy for the entire company to use. While the design of the tool itself has much to do with simplicity, so does the way you use the tool, and the way you…
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…
For a while now, Apptivo has allowed customers to integrate their website, or other outside applications using our API. We’re happy to announce a new REST API, which is not only more powerful, but also simpler to implement. While the existing SOAP API allowed for many useful functions, such as placing a form on your…
We hope you had a great holiday, and that you are back and motivated to tackle another great week! Our most recent update occurred last week on Saturday November 23rd, 2013. Once again we were focused on bringing further updates to the Version 5.0 apps in CRM, and this update brings a couple key features….
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…
