With a steady rise in the number of businesses, the trend is changing with the focus shifted to small and medium businesses. This pragmatic shift has turned the spotlight on entrepreneurs who are more “Business Ready” than ever to take over projects. Businesses are looking for a one-stop cloud application offering CRM, Invoicing, and Project…
Managing projects is a big deal for small businesses and startups. Let us assume that Glocial Tech would like to manage their projects in the company. The process will start from a lead and end up with getting paid by customer that is, start from a lead, go through the sales & estimate process, track…
This week we performed another update to the Apptivo system, with the key focus being the release of the Projects App on our V6 technology. We’ll cover the details of projects below, an otherwise we’ve just wrapped up the last of our previous release, by including the new view builder feature inside of the Customers…
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…
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…
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…
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…
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…
Managing projects is a big deal for small businesses and startups. Let us assume that Glocial Tech would like to manage their projects in the company. The process will start from a lead and end up with getting paid by customer that is, start from a lead, go through the sales & estimate process, track…
Apptivo contains many various tools which assist in the process of managing and tracking time for the tasks completed during a customer project. Regardless of how the customer is billed for this effort, you can easily generate invoices directly from the project, or even from separate employee timesheets. Our solution includes the capabilities to completely…
