Apptivo offers you with a bunch of awesome features and one among them is the ability to integrate with your google calendar. To ensure “Calendar Sync” works properly, we should ensure that Data Access is enabled in G Suite and “Calendar Sync” is enabled in Apptivo. Let us see how to enable these two: Enabling Data…
Posts Categorized: Applications
Invoices V6 Beta
The long wait for Invoices V6 is finally over. We’re proud to announce that Invoices is going into Beta starting today. To request access to the beta testing, please send an email to beta@apptivo.com. Apptivo has given you complete control over all your invoices! Check out all the cool features below: Customization Reference Attributes –…
Simple app to manage construction projects
You can create one project for each construction job, then for each stage that requires approval, you can create a milestone. While you can keep a basic list of high-level steps, you also have the option of creating a number of tasks inside of each milestone. Here is a quick example of what you might…
Updated WordPress Plugin – Integrate Your Website!
Apptivo’s WordPress plugins have been around for years, allowing customers to easily connect their website to Apptivo, even without any programming or technical knowledge. We’ve just updated our “Business Site CRM” plugin to offer more functionality than ever, and it’s even easier to set up than before. Anyone with a WordPress site can head over…
Implementing Project Fulfillment Process
Overview Leads can be collected through a web form. These leads are converted to customers, contacts and opportunities. You can generate an estimate from opportunity. Convert the estimate to project. Once the milestones gets completed generate an invoice. Sales process Leads can be collected through a web form. All leads collecting in Apptivo will be…
How to view financial summary of an item?
Financial summary in kit order simply predicts the bottom-line earnings of an item. This action includes 5 different applications that work together. These apps form a basic net earnings of a particular item including PO and supplier invoices. Check following customization for setting up financial flows between five applications in your business account, Customization Suppliers…
Projects Management Version 5.0 is Now Available!
Are you ready for the next generation of integrated online project management? Last night we unleashed Projects App V5.0, which includes a ton of great new enhancements. Below we’ll provide a high level breakdown of every change involved, and show you the steps to follow to upgrade your existing projects to use task dependencies. Stay…
April 26th Apptivo Upgrade – Projects V5 is Coming in 24 Hours!
This weekend we performed another major update to Apptivo. We’ve released various enhancements & changes, but the focus of this update is our new online project management system. In the next 24 hours our team will be making the new Projects App V5.0 available to all Apptivo customers. This new upgrade comes with tons of…
CRM Structure – Contacts vs Customers & Leads vs Opportunities
In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The Online CRM Software is used by everybody to some extent, even those who only plan on using Apptivo for basic invoicing, or project management. Because of this, some of the most common questions resolve around “What is a customer?”, “What is…
Apptivo Project Management Wins Smart Choice Award!
We’re pleased to announce that Apptivo’s Projects App has captured a “Smart Choice” award from FindTheBest.com. After combining reviews from several professional sources, they produced a score of 95 out of a total 100 points! We’d like to send out our thanks to everyone who has been a part of the Apptivo community over the…