If you are new to CRM (customer relationship management) or sales force automation, you may not be familiar with the terms “Lead” and “Opportunity”. In this post, we’ll break down the difference between lead and opportunity, and how to properly configure your apps in Apptivo’s online CRM solutions. Keep in mind that every business will…
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…
We are happy to inform this week Apptivo’s release, which included several apps upgraded to version 4.0, improved user interfaces, and many new features. You’ll find an improved interface for some of our global features such as email, notes, and tasks. These upgrades include details like a new draft system for emails, and we’ve provided…
Apptivo is a cloud based business management application that has been designed to serve the end-to-end needs of small and medium sized businesses. The platform is a fully integrated architecture that enables businesses to run their processes without having to worry about their data and other crucial information. Apptivo has a collection of 40+ cloud…
We are happy to inform you that this week Apptivo has been released with two brand new apps, several apps upgraded to 4.0, and many more features. The two new apps included into Apptivo are Kit Work Orders and Insurance Tracker. Five apps were migrated to version 4.0: Employees App, Inventory Management App, Receiving App,…
We are excited to announce that we are now offering 24 hour phone support within our enterprise plan. Now you are able to talk with a live support agent anytime during the work week, 24 hours a day Monday-Friday. We understand that getting instant support is critical, regardless of the time of day. Now our…
We are happy to inform you that this week in Apptivo, we released one new app and updated the look and feel of two apps as well as a range of other throughout Apptivo. The License Tracker App will allow you to store all licenses related to your business such as business license, SSL certificate,…
Managing projects is a big deal for small businesses and startups. Let us assume that Glocial Tech would like to manage their projects in the company. The process will start from a lead and end up with getting paid by customer that is, start from a lead, go through the sales & estimate process, track…
We are glad to inform you that this week Apptivo has been released with new features and important fixes. Items App and Promotions App were migrated into version 4.0, including all new user interfaces loaded with both existing and new features. Create the custom attributes in the Invoices App and carry the same attributes to…
All over the world, the countries levy taxes on goods and services for the purpose of increasing the revenue of the country. This taxable amount will be used by the governments for many beneficial activities like infrastructure improvement, health services, public security etc. So it’s the responsibility of the civilians to pay direct and indirect…
