Using Apptivo to manage the Lead to Invoice customer journey

We've found that most installation & maintenance SMB's have resorted to antiquated methods of managing data due to the excessive cost of most solutions that cater to them. Apptivo provides these teams with an affordable and comprehensive solution for managing all incoming requests, service contracts and work orders for your team in one product.

Abhi Jacob

11:30am PT
Aug 19, 2020

What will you learn?

Overview of the System

An introduction to the core CRM apps and it’s key features.

Leads Qualification

Learn how to automate and implement the Leads Qualification cycle.

Pipeline Management

A tour on amazing dashboards with data intelligence reports.

Workflow Automation

Master automation techniques within the system and yield better results.

Key Reporting

Never miss our list of native reports and also learn how to create your own dashboards.


Learn how our implementation and training services work.

Webinar Speaker

Abhi Jacob

Abhi Jacob is a Senior Product Manager at Apptivo based in Fremont. He continuously works with the engineering team to implement the most asked features and integrations to help improve the system. He strongly believes in Customer Satisfaction and goes above and beyond to serve our customers’ needs.

Why People Love Apptivo

Take a trial

Apptivo provides a FREE 30 Day trial to all its customer to play around with the product and get to know if it suits their business. Apptivo also offers a 1 to 1 demo session to explain how you can use Apptivo for your business.