We are happy to inform you that we have some important updates made this week. The most notable item of this release is the complete overhaul we’ve performed to your personal user dashboard, seem immediately after logging in. This update does more than just improve the look & feel, it also includes feature upgrades like…
Hello all Apptivo users. We always want to ensure that each update is of quality, and includes all of the features that we wanted to include. Because of the large amount of new features becoming available, including the IMAP email integration, we will be delaying the update until later this week. You can expect the…
Here at Apptivo we are very excited to announce what may be our biggest improvement to date: comprehensive email integration with any IMAP based email system. While our CRM system has had support to track outbound emails up to this date, this new e-mail integration takes the integrated approach to CRM off to a whole…
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…
We have more updates in this New Year, we released new apps and new features. We would glad to inform you that this week Apptivo released with three new apps: Purchase Orders, Payables and Supplier Invoices. The Pricing App was upgraded to 4.0, giving it a fresh new look. Advanced Search and Reports sections were…
Apptivo contains many various tools which assist in the process of managing and tracking time for the tasks completed during a customer project. Regardless of how the customer is billed for this effort, you can easily generate invoices directly from the project, or even from separate employee timesheets. Our solution includes the capabilities to completely…
Does your business want to collect payments from an online gateway that support eChecks that let customers pay directly from their bank’s checking account? If so, Apptivo now has the solution. We’ve partnered with a revolutionary new payment processor called Zipmark. By teaming up, Apptivo’s online invoices app now allow you to generate electronic invoices,…
Introduction We are happy to announce that this week Apptivo released more features in many apps. A new look was added to the Suppliers app, and we’ve completely revamped our recruiting tools for the recruitment & candidates applications. Customize menu views were added in the Projects and Contacts App. Also, we’ve added one of our…
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….
I work for multiple clients and I have to send invoices on a repeating basis. Sometimes it can get a bit tiring working manually on invoicing. That is when one of my acquaintances introduced me to Apptivo, a popular online invoicing service that provides businesses the option of recurring invoices and many other features that…
