After this weekend, we’ve officially finished converting all of the sales and support applications to version 5.0 within the CRM module! On the previous release, September 11th, we updated the Contacts App to V5. This past weekend we completed the Leads & Opportunities Apps… all changes have taken effect automatically and are ready to use!…
We hope everyone had a great weekend! This past Saturday (August 24th) we performed another update to Apptivo, which includes the new V5 Cases App. Now you can experience all of the great new features of the Customers App, present when managing your support cases. The Cases App is the second app from CRM to…
Hello everyone. Hopefully we haven’t kept you waiting too long for an update on Version 5.0! We’ve been hard at work, and get closer each day. Version 5 is entering closed beta testing for the CRM suite, and we’re getting close to release. But, in the meantime we thought you might enjoy a teaser of…
We are happy to inform you about this week’s Apptivo release, which included several apps upgraded to version 4.0, improved user interfaces, and many new features. Never worry about accidentally deleting data again, as we have now introduced a “deleted” area in the contacts app; here you can find contacts that you’ve recently deleted, and…
If you are a small business owner, then you know that every penny counts. The operational cost is an important factor as it helps to assess the business’s cost-effectiveness and determine the cost required to generate revenue. However, when the business is a start-up, we have to ensure that minimum cost is incurred to obtain…
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…
To ensure “Task Sync” works properly, we should ensure that Data Access is enabled in G Suite and “Tasks Sync” is enabled in Apptivo. Let us see how to enable these two: Enabling Data Access in G Suite Login to your G Suite account www.google.com/a/cpanel/xyz.com and make sure you are logged in with a Super Admin account….
Branding is key to your companies success for new and existing businesses alike. Many different characteristics come with your brand that distinguishes it differently from other products. Your brand is the face of your company, without it, no one will know who or what your business does. Business Branding is one of the most important…
On March 9, 2010, Google launched G Suite Marketplace for third party applications to help manage business from the web. Now after two years of success, and many more to come, G Suite is taking off with many different sized businesses whether small, medium or large. It’s a cheap and affordable solution for many businesses…
As you may already know, Apptivo has a new look to its menu style. The main purpose was to open up the main area of your screen to allow more work to be done. Many customers have also requested the option to customize their dashboard with their most used apps. There are two different types…
