Apptivo offers the application that best serves the insurance agency in order to make them engage and contain the client’s information as per your needs. This lets your app, your customers managed in one place and helps building stronger connections with every touchpoint as follow-ups, tasks, and call logs. We would recommend the following apps…
Posts By: kdevarakonda
Email Signature Sync
Coming Soon… Email Signature Sync was last modified: September 7th, 2012 by kdevarakonda
Visual Charts and Sales Reports for CRM & Marketing Apps Updated to 2.0 – August 8th, 2012
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…
Contact Sharing Comparison
See below for a comparison between Apptivo’s Google Contact Sharing App and some of our competition. Apptivo Shared Contacts Gmail Contact Sharing Florey Shared Groups # of Shared Contacts Unlimited Unlimited Unlimited # of Shared Contact Groups Unlimited Unlimited Unlimited Sync Interval 5 mins 30 mins 5 mins Contact Management View, Create, Edit, and…
Providing Access to Apptivo for Google Contact Sharing
There are three steps required to enable access for an employee to use Apptivo’s contact sync app. Importing Users From G Suite to Apptivo First, we need to add the users into the Apptivo database, just like you added the users for the G Suite access list. Log in to Apptivo, or navigate to Apptivo…
Contacts App Security Roles & Privileges
Many organizations would want to have their business data to be private, restricting the access to all of their employees. A member of your sales team would not want access to the financial apps. In that case, having employee privilege and role based authentication will help in efficient managing of data across your business. With…
What is the best business software for an Interior Designer?
Apptivo offers various software solutions that best fit the Interior designing business wherein you can plan, design, and execute interior designs. With this package, you can track the customer details, potential databases, quote your customers, send customers the invoices, and many more. We would recommend the following applications for your type of company. Grow your…
Which business applications are used the most often?
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…
What happens when I convert an opportunity into an order?
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…
How do I bill a Customer for Hours Logged to a Timesheet?
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…
