Apptivo Signs Off

The year 2020 marked the beginning of a new decade! People across the world welcomed it with new hopes and dreams. However, this year certainly turned out to be a roller-coaster ride with the discovery of COVID-19. COVID-19 gave rise to a brave new world that not only affected the well-being but also tested the emotions of people. To assist businesses to overcome the pandemic, we at Apptivo, optimized the Software with new applications and interesting features making your user experience more streamlined. Let’s go through the latest applications, integrations, and features added to the Apptivo suite of applications during the “Year of New Normal”, 2020.

Before we go over the important upgrades in Apptivo, the supreme information that we would like to highlight is that Apptivo’s pricing structure will be going through a revamp. Yes! Starting this new year, you will come across noteworthy changes in the accessibility of certain features and applications offered by Apptivo. Freeze your plans before the new plan structure comes into force on January 1, 2021. Why wait? Check out our pricing page and choose your plans.

Launched Thrilling Applications

Launched Thrilling Applications

Apptivo is a cloud suite of 65+ applications with 15+ solutions catering to different functions of your business. To make your workflow management effortless, the year 2020 saw the introduction of multiple applications at Apptivo that not only integrates your business better but also brings your customers closer.

E-Commerce Portal

A dedicated online store to enable your customers to shop online from anywhere at any time. Learn More

Sales Returns App

Manage a database on all your canceled/returned items and have your inventory updated automatically. Learn More

ASNs App

Effortlessly generate and verify a shipment notice with the serial control for your receivings. Learn More

Miscellaneous Receipt

Issue miscellaneous receipts for the transactions and keep your inventory updated. Learn More

Miscellaneous Issue

Create issues for your miscellaneous transactions and get your inventory updated. Learn More

Integrated Solutions

Integrated Solutions

Google Maps Integration

Google Maps is an innovative application powered by Google to detect locations, get real-time navigation data, and traffic conditions. Google Maps is now integrated with Apptivo to ensure optimized delivery of customer service. Google Maps integration assists in planned and timely dispatch of resources, track destinations, auto-suggest addresses, and differentiate addresses with color-coding in the Map View. Learn More

Contact Center

A complete call center solution has been presented by Apptivo to strengthen your help desk services. Apptivo’s Contact Center is a one-stop powerhouse to streamline your call center service with its dedicated IVR setup, call conferencing, call transfer, and SMS facilities. Apptivo has also gone a step ahead by the addition of a Chrome extension for your Contact Center application to smoothen your navigation like never before. Learn More


True to its words, Apptivo is a complete bundle of integrated applications leaving no room for any inconvenience. Apptivo has integrated with its native application to bring electronic signatures for your service. With this, you can easily enable your customers or contacts to complete the online signing process. The Request Change feature allows the signers to interact within the documents and sign the documents. Learn More

Recurring event sync in Office 365

Introducing the Recurring Event Sync option with Office 365 in May 2020 has turned out to be a great advantage for businesses who use Office 365 to manage their essential transactions. After this, businesses were able to keep track of all their recurring events right from Apptivo. With the newest update, you can now create recurring events in Apptivo and get them synced with your Office 365 Calendar. Learn More

Features In Apptivo Web


Portal Upgrade

The Customer Portal has a proven record of helping customers to interact and keep track of their tickets, projects, and other interactions directly with the employees in a business. To add a boost to this exceptional portal, Apptivo has set in motion a number of upgrades. This includes restricting the visibility in the Answers app and Cases app. Additionally, users can now access the documents shared in Apptivo applications and also individually export data from the portal. The Kanban View option is now available for the Projects app users as well. Learn More

Enhanced Custom Conversion

The Conversion feature in Apptivo has never let down businesses when it is about transferring data from one application to another. The Custom Conversion permits users to map the fields for conversion. To perform conversion to multiple applications from the overview page itself, Apptivo introduced the Sequential Order option. Here, the users can easily decide the order of the conversion to multiple applications. Additionally, the option was enabled to perform conversion of recurring work orders to any other apps. Learn More

SMS Feature in Contact Center App

The SMS feature of the Contact Center App added another communication channel for businesses. This enabled agents to communicate within the Apptivo application where they can send and receive text messages from any of their linked Nexmo phone numbers. Also, businesses can create SMS Templates and choose them while sending messages. The Click to SMS functionality enables smooth communication from any CRM apps in Apptivo. Did you know? The SMS feature has also been integrated with triggers for more automation. Learn More

Upgraded SLA Reporting

Service Level Agreements (SLA) helps businesses to prioritize their tickets and offer timely closure of tickets. This in turn improves the customer service. The SLA reporting has been upgraded to let businesses to monitor the performance by retrieving real-time metrics on various parameters like average closure time, etc. Further, the SLA feature has been upgraded to create multiple events within the SLAs and filter the reports according to a particular event. Learn More

Improved Dashboards

The Dashboards of Apptivo is a great tool for businesses looking for accurate statistics with in-depth drilling of data. This dashboard is now further extended to the Invoice app of Apptivo. Further, to get a pictorial representation of the performance and display summarized data, Apptivo incorporated Pie Charts that can be added to the Dashboard. The MMR Reporting Dashboard pulls out information on recurring revenue a business can forecast on a monthly frequency. Learn More

Summary Boxes

The Summary Boxes of Apptivo have been a prominent feature across various solutions. The Summary Boxes assists businesses to create dashboards with the required metrics. Businesses can create criteria and accordingly the overall performance of a particular department in your business can be verified. The Summary box provides a count, sum, or average on the added data. With this, you can prevent additional work and get the data automatically. Try out the feature and you will never be disappointed! Learn More

Miscellaneous Updates

While the previous list discussed some of the prominent feature updates in Apptivo, the list doesn’t end here. There are also manifold essential features that have a hand in optimizing the user experience.

  • Payment methods were further upgraded by empowering businesses to collect payments using Stripe in the Orders app.

  • The Opportunities app saw the induction of Email Sequencing to automate your communication channel.

  • To avert duplicates in the Cases and Opportunities apps, the duplication rules feature has been supported.

  • Further, you can also now create a workbench for Cases in the Invoice app with desired filters.

  • With filtering becoming a key tool for data analysis, businesses can now perform Global Search only within the desired applications.

Curious to know more? Check out our Apptivo Product Updates page to explore more interesting features.

Mobile Updates

The Android, iOS, and Windows All-In-One application of Apptivo has gone through significant updates. Our Mobile Team has worked tirelessly round the clock to bring about promising updates that have empowered businesses to manage their work even when they are away from their desk. Our effort has always been to optimize the performance to bring your workflow management to your mobile phones and the latest updates attest to our goal. Check out our Mobile Updates page for a detailed report.


This is it! This sums up the significant developments of Apptivo during the year 2020. We at Apptivo are extremely grateful to our loyal clients for believing in us during this pandemic. “Times can be difficult but there is always a hope for a new dawn”. Let’s hope this New Year, 2021 gives us more strength to overcome the challenges and strive with flying colors. We will continue to stay updated with the trends and launch advanced applications and features that will certainly be a great asset for your business.

Because Your Business Matters To Us!

Thank you!

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