Advanced Searching & Reporting, Email Notifications, and Cases 2.0 – July 14th, 2012

Posted on 7:53 am, July 19, 2012 by Todd Miner

This week we’ve made several notable new features which you can expect to see rolled into all of our apps over the upcoming months. We were focused on four core apps this week: Cases, Opportunities, Estimates, Invoices, and Work Orders. The most important new feature is the addition of advanced search, and custom report generation….

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Invoices Overhaul! New PDF Template Builder & Other Invoicing Improvements – June 18th, 2012

Posted on 7:39 pm, June 18, 2012 by Todd Miner

This week was an invoices extravaganza! We made countless updates to our invoices app to accommodate many new requests from our customers like you! The app has a new refreshed look & feel, many new pieces of functionality, and a new & improve custom PDF template builder. You’ll also notice a fresh look for the…

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Contact Centric CRM Vs. Account or Customer Centric CRM: Which way to go?

Posted on 10:12 pm, June 14, 2012 by Todd Miner

Most of the early CRMs were contact centric by design, but many that came out in the last decade allow you to tailor the software to your needs. Apptivo allows you to implement either style of CRM, depending on your business requirements. A Contact Record forms the center of the universe in Contact Centric CRM,…

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Using Apptivo for managing software projects that use the Waterfall method

Posted on 11:41 pm, June 13, 2012 by Maya Pillai

Final project dashboard

This is my first post on the Apptivo blog. I joined Apptivo a few months back and I am responsible for operations and marketing at Apptivo. Over the next few posts I plan to share my thoughts on how Apptivo can be used as a project management tool for various software development methodologies. This is…

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New Demo Data Installer & Employees 2.0 – June 8, 2012

Posted on 6:24 pm, June 8, 2012 by Todd Miner

This week we focused on two primary items: helping new users get started, and to improve the experience of Apptivo for the most commonly viewed areas. No major functionality changes we’re done this week, instead, you will notice many minor improvements across the platform. First we have the demo data installer, which was designed to…

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New Professional & Enterprise Plans – May 29, 2012

Posted on 6:57 pm, May 31, 2012 by Todd Miner

This week we focused on several different items. The largest change to Apptivo this week is related to our new paid plans, Professional and Enterprise. These new plans complete our offerings to allow the perfect set of features for any type of business. From a micro business just getting started, all the way up to…

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Invoices App Auto-Reminders & Message Templates and Activities Enhancements

Posted on 8:05 pm, May 21, 2012 by Todd Miner

For this week we focused on improving all aspects of our Invoices App. Specifically, we’ve launched a new feature which allows you to automatically remind your customers about unpaid invoices.Introducing the new “Message Templates” & “Auto Reminders” features. By going to the configuration area of your Invoices App, you can now set up new message…

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New Custom Attributes for Sales and CRM Apps – May 12, 2012

Posted on 11:24 pm, May 14, 2012 by Todd Miner

This week we’ve made some great improvements to our business apps. The most noticeable new feature is the addition of custom attributes throughout all CRM apps, allowing you to completely customize the CRM apps for your unique business! You will also notice there are many new improvements to the Invoices App, and the Timesheets App….

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Business Application Updates – May 7, 2012

Posted on 1:16 am, May 9, 2012 by Todd Miner

Introduction This has been a great week for our business tools!  We made some general enhancements and improvement, but the biggest news is custom attributes.  You are now able to completely customize your customers application by creating and defining your own fields and objects.  This takes customization in Apptivo to a whole new level, let us…

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Business Application Updates – April 28, 2012

Posted on 5:42 pm, April 30, 2012 by Todd Miner

Introduction Hello everyone.  This is the first install of our new weekly product blog.  We will be posting every week to keep our customers informed about the updates we are making to our business apps, as well as keeping you in the loop with upcoming features.  This week we delivered a couple cool new business…

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