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…
Apptivo is a cloud based business management application that has been designed to serve the end-to-end needs of small and medium sized businesses. The platform is a fully integrated architecture that enables businesses to run their processes without having to worry about their data and other crucial information. Apptivo has a collection of 40+ cloud…
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…
We are glad to inform you that this week Apptivo has been released with new features and important fixes. Items App and Promotions App were migrated into version 4.0, including all new user interfaces loaded with both existing and new features. Create the custom attributes in the Invoices App and carry the same attributes to…
All over the world, the countries levy taxes on goods and services for the purpose of increasing the revenue of the country. This taxable amount will be used by the governments for many beneficial activities like infrastructure improvement, health services, public security etc. So it’s the responsibility of the civilians to pay direct and indirect…
We are happy to inform you that we have some important updates made this week. The most notable item of this release is the complete overhaul we’ve performed to your personal user dashboard, seem immediately after logging in. This update does more than just improve the look & feel, it also includes feature upgrades like…
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…
For many small & medium businesses, managers are unsure whether implementing a CRM management or SFA (Sales Force Automation) system is worth the effort and costs. When going through this decision for your business, there are many questions to ask yourself. Everyone knows that the customer is a cornerstone of any business. Sales automation allows…
We have more updates in this New Year, we released new apps and new features. We would glad to inform you that this week Apptivo released with three new apps: Purchase Orders, Payables and Supplier Invoices. The Pricing App was upgraded to 4.0, giving it a fresh new look. Advanced Search and Reports sections were…
Apptivo contains many various tools which assist in the process of managing and tracking time for the tasks completed during a customer project. Regardless of how the customer is billed for this effort, you can easily generate invoices directly from the project, or even from separate employee timesheets. Our solution includes the capabilities to completely…
