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…
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…
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…
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…
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 The below information is not out of date.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…
We have a special Friday delivery for the Apptivo community… Our new Mobile CRM has finally arrived! This app was completed and submitted to both the Apple App Store, and the Google Play Store yesterday (April 4th). For the Android users out there, the app is already available for download right now. Head on over…
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…
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…
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…
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…
