Remember those days when transactions were only exchanged in person. Those days are long gone. Technology now permits customers and merchants to exchange money virtually without ever having to meet in person. With online payments, there’s never a need to go to the store anymore. Everything we want can be found online and delivered within…
As you know, we are constantly improving Apptivo invoices for business, adding new and updating features. In addition to these features, we are moving to the next stage – improving the interface of Apptivo. We are trying to make all our customers happy with a new look and feel to the platform. About the New…
This latest update of the Invoices App includes some additions to taxes, the addition of Promotional Codes in Invoices and more. Our biggest addition to Invoices is the ability to add multiple tax rates. As many of you have requested for it, and Apptivo being more customer centric, we have now implemented it for you….
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…
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…
How many times have you felt like you wanted to scream at a late-paying client? We’ve all been there. First few days after the payment is due is okay, but when it comes to be 30, then 60, and maybe even 90 days after due, that is just unacceptable. That’s why Apptivo has made it…
If you have already read the guides about getting started with the invoices app, and how to set up the invoices app to receive electronic payments, then it's time to connect your existing Paypal account to Apptivo! This specific tutorial is for connecting your Paypal account. Apptivo also offers the ability to integrate with either…
Apptivo can certainly offer the application you need, but a few of the apps won’t apply to your type of business.You design and develop landscapes for customers, so I would recommend the following applications for your type of company. CRM Contacts – Contacts app records the information about those who the customers may refer for…
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 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…
