On February 04, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key changes in this update include: Trigger functionality – Email to Case Sales stage activities Projects app 360 degree view Kit Work Orders app upgraded to Version 6 Insurance Tracker app upgraded to…
On January 28, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key changes in this update include: Cases “Duplicate” action Projects app notifications Complete Release Notes By App CRM Updates: Cases – Added “Duplicate” section to “Security Actions”. Cases App permits the user to…
Did you know that Apptivo Invoices App for Windows has been moved online. It’s completely free with your online subscription. You can easily handle the invoice processes like create, send, reminder and more in single path. It is entirely designed for managing invoices without any burden and which works more effective, when you are away…
Its a commonly known fact that sales team depends on the marketing team to give them the sales qualified leads and marketing team on the other hands wants the sales team to increase sales by closing almost all the leads that they procure. That is sales and marketing teams are symbiotic and support the business…
Nowadays, all the business are becoming dependent on the calling systems, as they make calls to grow their business. This has paved way for the use of various office phone systems. Also having a crm phone integration, is an added advantage giving you the ability to combine telecommunication and increase data collection. RingCentral is a…
Apptivo allows you to deliver emails to your clients in many useful ways, and email delivered from Apptivo appears just like any email sent elsewhere. But, to ensure emails are delivered to your contact’s inboxes, and not spam, you’ll want to ensure that your SPF and DKIM record is set up properly. For users with…
Originally, Customer Relationship Management (CRM) was intended to help enterprises build customer database as well as maintain relationships with the potential and existing customers. However, the present-day CRM system has evolved from being a tool to build database into a more powerful tool that is used by the marketing and sales team to manage marketing…
One of the most important business tool that should be part of any small business is the Customer Relationship Management System. This is a tool that connects the business with its customers and allows the marketing and sales team to work in tandem to improve their marketing strategies and close the deals respectively. Most of…
Creating a balance between your digital marketing efforts and your Customer Relationship Management software is really all about aligning your objectives and being determined to run your CRM and not let your CRM run you. If you’re clear about what your objectives are from the beginning and have boiled those down to their essence you’ll…
We are delighted to announce our new integrations for payment gateway and financial accounts transactions in Apptivo. Our customers were keenly interested in these integrations, even though they have a separate account with those application they wanted to integrate the same with Apptivo to make their work easier. Hence we prioritized the update with the…
