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…
Posts Categorized: Blog
Items & Promotions App in version 4.0, Capture cases using the API
We are glad to inform you that this week Apptivo has been released with new features and important fixes. Items App and Promotions App were migrated into version 4.0, including all new user interfaces loaded with both existing and new features. Create the custom attributes in the Invoices App and carry the same attributes to…
Worldwide tax code settings for Invoices App
All over the world, the countries levy taxes on goods and services for the purpose of increasing the revenue of the country. This taxable amount will be used by the governments for many beneficial activities like infrastructure improvement, health services, public security etc. So it’s the responsibility of the civilians to pay direct and indirect…
Fresh Look for the User Dashboard & Other Major Upgrades – Jan 16, 2013
We are happy to inform you that we have some important updates made this week. The most notable item of this release is the complete overhaul we’ve performed to your personal user dashboard, seem immediately after logging in. This update does more than just improve the look & feel, it also includes feature upgrades like…
This weekend’s update is moved to Tuesday Jan 15th
Hello all Apptivo users. We always want to ensure that each update is of quality, and includes all of the features that we wanted to include. Because of the large amount of new features becoming available, including the IMAP email integration, we will be delaying the update until later this week. You can expect the…
Sneak Preview: IMAP Email Integration for Apptivo CRM
Here at Apptivo we are very excited to announce what may be our biggest improvement to date: comprehensive email integration with any IMAP based email system. While our CRM system has had support to track outbound emails up to this date, this new e-mail integration takes the integrated approach to CRM off to a whole…
5 Reasons Your Business Needs Sales Force Automation
For many small & medium businesses, managers are unsure whether implementing a CRM management or SFA (Sales Force Automation) system is worth the effort and costs. When going through this decision for your business, there are many questions to ask yourself. Everyone knows that the customer is a cornerstone of any business. Sales automation allows…
New Arrivals in Apptivo: Purchase Orders, Payables and Supplier Invoices – Dec 29, 2012
We have more updates in this New Year, we released new apps and new features. We would glad to inform you that this week Apptivo released with three new apps: Purchase Orders, Payables and Supplier Invoices. The Pricing App was upgraded to 4.0, giving it a fresh new look. Advanced Search and Reports sections were…
Online Project Management, Time Tracking, and Customer Invoicing in Apptivo
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…
Zipmark eCheck Gateway – New Payment Option for Invoices
Does your business want to collect payments from an online gateway that support eChecks that let customers pay directly from their bank’s checking account? If so, Apptivo now has the solution. We’ve partnered with a revolutionary new payment processor called Zipmark. By teaming up, Apptivo’s online invoices app now allow you to generate electronic invoices,…
