Sneak Preview: Apptivo Upgrades to Version 5.0 – Are You Ready?

Posted on 5:13 am, June 7, 2013 by Todd Miner

UPDATED: Version 5.0 Now Available! The below information is not out of date. The Version 5.0 rollout has already begun, and the first few apps (customers, contacts, cases) are already converted. Click here for more information on V5. The Original Post We have been working very hard at Apptivo and are happy to give you…

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Implementing a Product Sales Process using Apptivo Apps

Posted on 5:58 am, March 26, 2013 by Ram Renga

For an effective crm sales process, sales force automation is an important aspect. This vital activity of sales automation can be seamlessly done with the sales management tools. To assist the sales managers and teams in producing better sales and productivity, sales software is used nowadays. The following scenario explains the sales process steps of…

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The Difference Between Leads & Opportunities in Your Sales Process

Posted on 6:19 pm, March 15, 2013 by Todd Miner

If you are new to CRM (customer relationship management) or sales force automation, you may not be familiar with the terms “Lead” and “Opportunity”.  In this post, we’ll break down the difference between lead and opportunity, and how to properly configure your apps in Apptivo’s online CRM solutions. Keep in mind that every business will…

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5 Ways to Cut Business Costs For Small Businesses

Posted on 2:00 pm, March 14, 2013 by Maya Pillai

If you are a small business owner, then you know that every penny counts. The operational cost is an important factor as it helps to assess the business’s cost-effectiveness and determine the cost required to generate revenue. However, when the business is a start-up, we have to ensure that minimum cost is incurred to obtain…

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Patents, Receivables, Ledger & Fund Raising App in Version 4.0

Posted on 4:14 pm, March 12, 2013 by Ram Renga

We are happy to inform this week Apptivo’s release, which included several apps upgraded to version 4.0, improved user interfaces, and many new features. You’ll find an improved interface for some of our global features such as email, notes, and tasks. These upgrades include details like a new draft system for emails, and we’ve provided…

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How is Apptivo integrated?

Posted on 3:25 pm, March 6, 2013 by Maya Pillai

Apptivo is a cloud based business management application that has been designed to serve the end-to-end needs of small and medium sized businesses. The platform is a fully integrated architecture that enables businesses to run their processes without having to worry about their data and other crucial information. Apptivo has a collection of 40+ cloud…

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New Kit Work Orders & Insurance Tracker Apps

Posted on 11:03 pm, February 27, 2013 by Ram Renga

We are happy to inform you that this week Apptivo has been released with two brand new apps, several apps upgraded to 4.0, and many more features. The two new apps included into Apptivo are Kit Work Orders and Insurance Tracker. Five apps were migrated to version 4.0: Employees App, Inventory Management App, Receiving App,…

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New App and Updates to Inventory & Ideas App – Feb 09, 2013

Posted on 7:30 pm, February 14, 2013 by Maggy

We are happy to inform you that this week in Apptivo, we released one new app and updated the look and feel of two apps as well as a range of other throughout Apptivo. The License Tracker App will allow you to store all licenses related to your business such as business license, SSL certificate,…

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