Let’s begin the month of May with the newest product updates of Apptivo. We are happy to announce the below-listed distinct features will ensure smooth navigation, controlled access, customizable views, and enhanced transparency. This brand new update of Apptivo will definitely elevate the user experience. Updates and Enhancements Portal Access Level in Cases App Multi-Select…
Posts Categorized: General
Effective Work From Home Tips To Keep You And Your Family Safe
As the COVID-19 outbreak spreads globally, the business giants have begun drafting a dreary image of disrupted manufacturing, broken supply chain, abandoned stores, and sagging demand of their products. Amidst the pandemic situation, big companies like Google and Twitter are taking big steps and encouraging their employees to work from home as a preventive measure….
5 Must-Haves in Your SMBs CRM
As an organization, there are many aspects you must be wary of. Selling quality products, offering a wide range of services and having a strong marketing campaign- all are important. But, a decisive factor for small and medium-scale businesses is their ability to build stable connections with their customers. Customer Relationship Softwares provide this service….
Apptivo Product Updates as of March 23, 2020
Innovation and creativity are the two vital pillars needed for the continuous development of any Business. Advocating this, Apptivo has upgraded its software to a higher notch. The recent update guarantees exceptional security and streamlined access. Updates and Enhancements Real-Time Update on Ref App Fields Side Panel View for Parent Customer Counter Attribute for Tables…
Apptivo Product Updates as of March 9, 2020
We are excited to announce the latest product updates from the Apptivo Team. We are always grateful to the customers who have trusted us. In this announcement, we have focused on the latest exciting features to make our apps more reliable and user-friendly. Let’s go through the features in detail. Updates and Enhancements Sort Ranges…
5 Ways CRM is Changing in Banks (and How to Maintain It)
Relationships and communication are everything for the financial industry. Customer relationship in banking provides the necessary boost for a bank to stay in service for a longer period. Customers will stay with a bank if they find it beneficial. For example, with the right bank, they may enjoy better interest rates, get their loans approved…
Apptivo Product Updates As Of July 20, 2019 – CRM, Financials, Supply Chain, and Collaboration
Hi Everyone! We are happy to get back to you, with the next set of updates. Enhancements and Implementations View record assigned to Employee and Team Task status in the sales stages Enhanced Opportunity email button for restricting email recipients Access Level for Teams Bulk export of table sections in Invoices Fetching contact information via…
Apptivo | G Suite – OAuth Pending Review For Email Sync
Over time, we have reshaped Apptivo with a few changes in syncing the emails with Gmail. Coping up with the trend, our team works tirelessly to give you enhanced and seamless sync of Apptivo email and G Suite email. We have a piece of good news for you! The application has been submitted to Google…
Apptivo Ranked As CRM Category Leader by GetApp for Q2 2019
On this day, we’re thrilled to publish that Apptivo CRM has been again chosen and labeled as one of the “15 Category Leaders” in CRM Category by GetApp in their quarterly rankings. Apptivo CRM excelled as one of the top 15 in the “Category Leader” serves as a testimonial for a Customer Relationship Management Software…
Apptivo Password Policy
Policies are usually adopted by organizations in order to follow a course if action. We have formulated password policies for Apptivo which enriches the security setting of the company. Password Policies are a set of rules and restrictions which are framed and has to be followed while creating a password. This concept is widely used…