One of the most important business tool that should be part of any small business is the Customer Relationship Management System. This is a tool that connects the business with its customers and allows the marketing and sales team to work in tandem to improve their marketing strategies and close the deals respectively. Most of…
We are delighted to announce our new integrations for payment gateway and financial accounts transactions in Apptivo. Our customers were keenly interested in these integrations, even though they have a separate account with those application they wanted to integrate the same with Apptivo to make their work easier. Hence we prioritized the update with the…
This week we performed another update to the Apptivo system, with the key focus being the release of the Projects App on our V6 technology. We’ll cover the details of projects below, an otherwise we’ve just wrapped up the last of our previous release, by including the new view builder feature inside of the Customers…
Mostly the reports are used to track a particular set of information in a specified way. The reports can be of any form like graphics, images, voices, or any type of vocabulary. The normal reports are used to track the work which is associated with a particular period. The past discussions were generally on the…
Over the weekend we’ve released a few great new features in CRM, along with some apps which are freshly upgraded to Version 6. You’ll also find a few other great new features throughout, such as our brand new email tracking. Here is a breakdown on what’s new: Procurement Solution V6 Upgrades New CRM View Builder…
To improve your business, the concept of branding is most important to promote among their customers and others. The branding helps to convert the perceptions about your company. The customers may attract by your positive perceptions and get involved with your business. Now, we shall see, like how well the branding can be done with…
There are many apps inside of Apptivo CRM where you might perform sales cold calling. In this post we’ll cover the basics of where calling might happen, how to build a solid cold call process, and walk through the steps to perform calls as an end-user. Apptivo Cold Calling Apps First, let’s talk about calls…
We have discussed the delay terms and its functionalities in the last blog. We got several positive reviews from our valued customers and users. So here we are going to discuss about another interesting topic “Invoice Workbench”. If the user wants to initiate payment for one or more invoices or scheduled payments you can use…
Apptivo generally helps to track the database and financial information of the business and drives them to the success path. We have 50+ apps and which are internally integrated with one another. Let’s elaborate on how our apps will be used in the carpenter’s industry. Carpenter industry workflow Carpenter is the one who renovates the…
Fine!! After so many requests from our clients and customers finally, our first version of windows CRM app is launched with the exciting features. Customers can directly download this app from the windows mobile. As like android and iphone CRM it has all the features to help the users, which is user friendly & close…
