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.
Aug 19, 2020
What will you learn?
Overview of the System
An introduction to the core CRM apps and it’s key features.
Learn how to automate and implement the Leads Qualification cycle.
A tour on amazing dashboards with data intelligence reports.
Master automation techniques within the system and yield better results.
Never miss our list of native reports and also learn how to create your own dashboards.
Learn how our implementation and training services work.
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
First and foremost, customer service is awesome.
The company culture is much more appreciative of a small business and will treat you with respect and dignity...
Terrific system, immensely scalable, a feature list that is endless...
Very easy to work with and fantastic, quick response on-line customer service chat.
I'm literally blown away. This is the answer we've all been looking for.