ideaHelix is a leader in business consulting & talent management solutions, including those in cloud, big data, and mobility. They focus on delivering enterprise-class solutions to help organizations of any size to unlock the value of their collective intelligence, insights, and creativity. Their services revolve around 3 main areas: Managed service programs Vendor management system support…
Posts Categorized: Blog
Homepage Version 5.0 Released! Introducing My Agenda
This post was updated on March 31st to add a video overview (found below). It’s finally here! The Homepage V5 update was completed and made available to all Apptivo users this weekend. This is a sweeping set of improvements that enhance the website navigation, your main activity dashboards, as well as the collaboration features available…
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…
Integrate Your Website With Apptivo’s New REST API
For a while now, Apptivo has allowed customers to integrate their website, or other outside applications using our API. We’re happy to announce a new REST API, which is not only more powerful, but also simpler to implement. While the existing SOAP API allowed for many useful functions, such as placing a form on your…
More CRM Enhancements, and Projects V5 Beta – October 26th Update
This week were pleased to announce the details of our latest update. Over the weekend we added a bunch of small new improvements to the CRM applications, in preparation for our continued Version 5.0 rollouts. We’re focusing heavily on the great feedback being provided by our community, and we’re working on packing in as many…
Now Search & Upload Google Drive Documents More Easily
Recently we’ve heard lots of feedback in regards to our Google Drive integration within Apptivo. Some of you have loved it, and some of you have provided some excellent feedback as to how we can improve. Our previous upgrade includes “Add Google Document” button. We’ve been listening closely, and we’re happy to announce an upgrade…
Updated Email to Case Feature – Automate Your Support Ticket System
While Version 5.0 has been taking the spotlight recently, we’d like to let you know about another cool enhancement to Apptivo! It’s been a while since we introduced the “email to case” feature inside of our Cases App for customer support, and there was one common request from many different users: automatically attach email replies…
Hot off the Press: Customers App Version 5.0 Released
After many hard long nights put in by our team, we are proud to announce that the new V5 Customers App is now available for all Apptivo customers. This upgrade occurred over the weekend, and every company was automatically upgraded. So, let’s get down to the real question… what does this mean for you? What…
Case Study: Automating an IT Business With Apptivo & G Suite (IT CRETE)
IT Crete specializes in providing system software support to small and medium sized businesses in Heraklion, Crete, Greece. They have professional experiences in the following fields: Microsoft Windows server AD domains Exchange server deployment Firewall & internet security Virtualization with Hyper-V, VMware or other similar technologies Linux server implementations of all sorts Web server implementations…
