I am an Optometrist looking for business management software that helps to manage patient details, billing receipts, and other tasks. What are applications does Apptivo suggest that would do well for my company? With over 65+ applications, it’s hard to know which apps will assist me. Apptivo’s Perfect Solution: Apptivo can certainly offer the application…
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,…
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 am trying to learn the sales process in Apptivo, and I am wondering what the “Convert to Order” button does when viewing a sales opportunity The Answer: If you haven’t read about converting leads, take a look at that question first.The sales process in Apptivo work in three phases. Lead Opportunity Order…
The Question: I would like to use use the timesheets system in order to get the work approved by the customer, and then send them an invoice for that timesheet. How can I do this? The Answer: With Apptivo Project Management Time Tracking Software, rather than sending out invoices manually for each moment you spent…
The Question: I see that Apptivo automatically generates a PDF file of every invoice. Am I able to customize this template at all? The Answer: Yes, the Invoices App offers a great new tool that allows you to create your own custom templates which will be used to generate PDF versions of your invoices.To create…
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]…
