Many of you have questioned why your Outlook Contacts aren’t syncing with your Apptivo Contacts even after installing G Suite Sync for Microsoft Outlook. Unfortunately, Outlook does not allow the ability for Outlook contacts to sync into a specific Google group. In order for your contacts to sync with Apptivo, they must be added to…
The latest update to Apptivo covered three primary features: new marketing apps, improved user dashboard when logging in, and adding enhanced reporting to our CRM applications. The most compelling of these changes are the brand new visual charts within CRM, which give great insight into your sales pipeline, employee performance, and customer/contact behavior…all at a…
There are many scenarios where you may want to keep a customer informed of the status of a specific project in your project management system. Apptivo provides the ability to add third-party customers to specific projects, so they can log in and view project details using their own account. This is great, because it allows…
Although Apptivo is designed for use in the business world, it’s project management tools translate very well for use in the classroom. The project management software can help you collaborate with fellow students to work on group projects, and easily organize the tasks needed to complete the project, and assign them to the proper persons….
Hello there! This week was a big week for CRM, including an overhaul of the contacts, leads, and customers applications. Along with this, we included various small improvements for the Invoices App, and we released the 2.0 version of our Orders App. For CRM, there are several notable improvements that have been included. The best…
Many of our customers need to run their business 24/7, hence it is important that Apptivo be available 24/7. Even if our systems go down due to unanticipated outages or large scale disasters we should be able to recover. Apptivo does Business Continuity Planning (BCP)to ensure that our website is available to customers with minimal…
This week we’ve made several notable new features which you can expect to see rolled into all of our apps over the upcoming months. We were focused on four core apps this week: Cases, Opportunities, Estimates, Invoices, and Work Orders. The most important new feature is the addition of advanced search, and custom report generation….
G Suite is an arrangement of keen applications including Gmail, Docs, Drive and Calendar to connect the people in your organization. GSuite integration with Apptivo helps you to connect all the tasks in one place and get the work done. It helps to, Collaborate and communicate with your team members in a centralized place. Sync…
Apptivo Contacts Sharing is here to enable you to synchronize and share your contacts in G Suite. Offer your contacts– employees and business contacts for every employee in your firm. Contact data once updated is shared with all employees over your firm. There are many cases where a user may have a business contact shared…
Glocial Tech would like to implement the Service Delivery Process starting from a lead, all the way up to collecting the payment from the customer. This is for their network installation service. Apptivo cloud solution certainly has business management apps to support this process. The ability and ease with which you can create this integrated…
