We are happy to inform you that, on May 20, 2017 we have released an update that are notable, where you’ll find a complete list of changes below. The key switches in this update include: Kanban View in Opportunities App Filter Custom Attributes in CRM Filter Custom Attributes in Work Orders App QuickBooks Integration –…
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…
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…
Apptivo generally helps to track the database and financial information of the business and drives them to the success path. We have 50+ apps and which are internally integrated with one another. Let’s elaborate on how our apps will be used in the carpenter’s industry. Carpenter industry workflow Carpenter is the one who renovates the…
Well, we all know that opportunities app are mainly used to check the potential customers of the company. Here we are going to check how the sales executives are involved in this opportunities and how their performance is tracked using this. Performance Dashboard Sales performance analysis is the most important and essential feature for all…
In the modern world, everything revolves around the computer industry. We cannot handle anything without those technologies. Now, it has become user-friendly and made easy to access by all kinds of people. Many new software’s were started releasing to help the small scale business to manage their data and finance. Our Apptivo software is one…
Apptivo comes up with an intuitive representation of sales tracking tools in the sales pipeline dashboard, that perfectly matches not only the requirement for salespeople also for anyone who wants to get super organized and close deals in less time. Apptivo Opportunity Pipeline Management classifies your opportunities under various sales funnel stages. This sales pipeline…
Apptivo introduced a new sales activities track report in CRM V6, like win and loss analysis of sales. Specially designed for sales managers, product marketers, and small business owners. How apptivo help them: We have analyzed with some sales managers & watched their minds, which finally made us release this feature. Sales managers would always…
The number of Customer Relationship Management solutions that are presently available in the market is astounding. They all promote attributes such as seamless integration, marketing automation, built-in accounting, invoicing and more. However, before you get caught up in the maze of CRM solutions, ask yourself a simple question: Should I procure the CRM solutions for…
