Banking, Insurance, lending, or investing, financial service advisors are entrusted with the care of a given client’s assets and account wherein the client expects their relationship to yield high personal gain. Yet, financial service companies are constantly struggling to differentiate their product portfolio from competitors. By facing such a high degree of competition, most firms…
The Question: I am running a Construction company looking for a management tool to manage my Customers, Employees, Invoice. What applications does Apptivo offer that would work well for my company? With over 40 different applications, it’s difficult to understand which apps will benefit me. The Answer: Apptivo can certainly offer the application you need,…
Apptivo always wanted to try something innovative and help companies with their needs. We usually focus on the future implements on the users feature requests. We say that the customer satisfaction is more important to grow any type of business. Here, we are going to discuss how our apps are used in the antique shops,…
The Question: I am a beautician running a beauty shop looking for a software that stores my customer details and billing them. What applications does Apptivo offer that would work well for my company? With over 40 different applications, it’s difficult to understand which apps will benefit me. The Answer: Apptivo can certainly offer the…
The Question is about CRM Software for Auto Dealership I am an auto dealer looking for a software that helps to manage my inventories and billing my customers. What applications does Apptivo automotive CRM software offer that would work well for my company? With over 40 different applications, it’s difficult to understand which apps will…
With Apptivo being the best software for small business, there are over 50+ business apps in Apptivo, which are grouped into different categories including CRM, project management, invoicing and more.. Many apps integrate with one-another, even across categories. The solutions include several apps from different categories. Being a new user and having lots of Apptivo…
The Question: I keep reading about how activities are the center of the Apptivo software, but I don’t quite understand their significance. What are the various CRM activities and the activity types, and how should I use them? The Answer: To understand what an activity is, let’s first take a look at its definition:Ac-tiv-i-ty [ak-tiv-i-tee]…
The Question: I read about the documents feature on the pricing page, and would like to know about where and how my company will use the document storage. The Answer: Documents, along with notes, appear in nearly every Apptivo application. This is important because it allows yourself, and your employees, to store documents & files…
The Question: I see notes are available on most pages, but I’m not sure what they are meant to be used for. Could someone enlighten me? The Answer: Notes, along with documents, appear in nearly every Apptivo application. Being one of Apptivo’s collaboration tools, Notes have a few different proper uses, depending on the type…
The Question: I originally registered for Apptivo using my personal email address but would like to change this so I can log in using my business email. I have already done all of my setup & configuration, so I don’t want to lose my information. Is there a way to change my email address, or…
