UPDATED: Version 5.0 Now Available! The below information is not out of date. The Version 5.0 rollout has already begun, and the first few apps (customers, contacts, cases) are already converted. Click here for more information on V5. The Original Post We have been working very hard at Apptivo and are happy to give you…
Well, we apologize about the lack of updates recently. We’ve been a bit secretive the last few weeks, because we’ve been working on some BIG changes. Over the next week, we’ll be announcing further details and giving previews into new major new initiatives: Xinnect & V5. We can’t tell you too many details quite yet,…
We have a special Friday delivery for the Apptivo community… Our new Mobile CRM has finally arrived! This app was completed and submitted to both the Apple App Store, and the Google Play Store yesterday (April 4th). For the Android users out there, the app is already available for download right now. Head on over…
We are very excited to announce our new mobile app, which will deliver the power of Apptivo’s CRM system directly to your mobile phone or tablet! This will be the first mobile application built in our new technology, which will introduce each one of Apptivo’s business applications into a single native app that can be…
If you are new to CRM (customer relationship management) or sales force automation, you may not be familiar with the terms “Lead” and “Opportunity”. In this post, we’ll break down the difference between lead and opportunity, and how to properly configure your apps in Apptivo’s online CRM solutions. Keep in mind that every business will…
Hello there Apptivo users! Over the weekend we made a new update to the platform, including a bunch of great new features. This includes a brand new app called the Kit Work Orders App, and many other changes, such as a fresh set of icons for each of our business app. Keep a look out…
We are excited to announce that we are now offering 24 hour phone support within our enterprise plan. Now you are able to talk with a live support agent anytime during the work week, 24 hours a day Monday-Friday. We understand that getting instant support is critical, regardless of the time of day. Now our…
Managing projects is a big deal for small businesses and startups. Let us assume that Glocial Tech would like to manage their projects in the company. The process will start from a lead and end up with getting paid by customer that is, start from a lead, go through the sales & estimate process, track…
Hello all Apptivo users. We always want to ensure that each update is of quality, and includes all of the features that we wanted to include. Because of the large amount of new features becoming available, including the IMAP email integration, we will be delaying the update until later this week. You can expect the…
Here at Apptivo we are very excited to announce what may be our biggest improvement to date: comprehensive email integration with any IMAP based email system. While our CRM system has had support to track outbound emails up to this date, this new e-mail integration takes the integrated approach to CRM off to a whole…
