The importance of simplifying your CRM

Posted on 11:49 pm, July 23, 2014 by Todd Miner

One of the keys to a successful adoption of a CRM systems (or any business apps) is to keep the system simple & easy for the entire company to use. While the design of the tool itself has much to do with simplicity, so does the way you use the tool, and the way you…

Read more »


Yahoo Users, Please Read

Posted on 1:03 am, May 29, 2014 by Maggy

If you use a @yahoo.com email in the “from” address of all your outgoing emails from Apptivo, then your emails may not have been delivered. On April 4th, Yahoo made some changes to their authentication policy regarding people sending from @yahoo.com email addresses. This change was put in place to protect Yahoo users from sending…

Read more »


Projects Management Version 5.0 is Now Available!

Posted on 12:11 am, May 1, 2014 by Todd Miner

Are you ready for the next generation of integrated online project management? Last night we unleashed Projects App V5.0, which includes a ton of great new enhancements. Below we’ll provide a high level breakdown of every change involved, and show you the steps to follow to upgrade your existing projects to use task dependencies. Stay…

Read more »


April 26th Apptivo Upgrade – Projects V5 is Coming in 24 Hours!

Posted on 9:03 pm, April 28, 2014 by Todd Miner

This weekend we performed another major update to Apptivo. We’ve released various enhancements & changes, but the focus of this update is our new online project management system. In the next 24 hours our team will be making the new Projects App V5.0 available to all Apptivo customers. This new upgrade comes with tons of…

Read more »


Security Notice: Apptivo Users Safe From Heartbleed Bug

Posted on 5:21 am, April 10, 2014 by Todd Miner

Apptivo is not affected by recently discovered “Heartbleed Bug” which you may have heard about. What is the Heartbleed Bug? On April 7, 2014, security researchers announced a recently-discovered vulnerability called Heartbleed. By exploiting this vulnerability, attackers could access sensitive data, compromising the security of the server and its users. Apptivo is aware of the…

Read more »


Case Study: Professional Services With Apptivo & G Suite (PB Legal Services)

Posted on 11:46 pm, March 26, 2014 by Todd Miner

PB Legal Services is a professional legal services company located in Thailand. PB Legal Services focuses on delivering clear, logical advice that provides their customers with confidence. They place an emphasis on top quality customer service that is organized, friendly, and informative. PB Legal Services offers both business & personal legal services including: Work permits Visa…

Read more »


Case Study: Consulting Services With Apptivo & G Suite (Idea Helix)

Posted on 11:37 pm, March 26, 2014 by Todd Miner

ideaHelix is a leader in business consulting & talent management solutions, including those in cloud, big data, and mobility. They focus on delivering enterprise-class solutions to help organizations of any size to unlock the value of their collective intelligence, insights, and creativity. Their services revolve around 3 main areas: Managed service programs Vendor management system support…

Read more »


Homepage Version 5.0 Released! Introducing My Agenda

Posted on 8:06 am, March 20, 2014 by Todd Miner

This post was updated on March 31st to add a video overview (found below). It’s finally here! The Homepage V5 update was completed and made available to all Apptivo users this weekend. This is a sweeping set of improvements that enhance the website navigation, your main activity dashboards, as well as the collaboration features available…

Read more »


CRM Structure – Contacts vs Customers & Leads vs Opportunities

Posted on 2:51 am, January 28, 2014 by Todd Miner

crm_structure

In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The Online CRM Software is used by everybody to some extent, even those who only plan on using Apptivo for basic invoicing, or project management. Because of this, some of the most common questions resolve around “What is a customer?”, “What is…

Read more »


× Thank you for joining the Apptivo Community!
You will now receive monthly updates on the latest developments in Apptivo.
× Already Exists!

The entered email address already exists.

Sign up for Apptivo Newsletter