Apptivo is a web-based online office suite and enterprise resource planning software consisting of apps-based business solutions.

Wikipedia
Apptivo Inc
Apptivo Inc
Blog Post
  • We, at Apptivo, are happy to announce that a huge list of features has been deployed in the last release on November 04,2017. The following are the list of new features which were deployed in this release: Price List in the Customers App Added Customers Tab in the Items App Customer Items Order in the... Read more » The post Release Notes for November 04, 2017: CRM, Supply Chain, Projects, Product...

Apptivo Inc
Apptivo Inc
Blog Post
  • We’re glad to announce the updates which have been released on October 25, 2017, as well as some feature requests and new improvements rolled out throughout the App. Please find out what’s new here for you in this Mobile updates: Android Access account information Offline Performance Dashboard for Overall Sales Performance Pipeline by Stage lists... Read more » The post Mobile Release Notes for Oc...

Apptivo Inc
Apptivo Inc
Blog Post
  • We’re so excited to announce the updates which have been released on October 28, 2017, as well as fresh things and some feature requests. We would like to share them with you! Have a look below to find out what’s new here for you in this release: Uniqueness check in Leads, Customers and Contacts Additional... Read more » The post Release Notes for October 28, 2017 – CRM, Product & Supply Chain Man...

Apptivo Inc
Apptivo Inc
YouTube Video
  • A short video to introduce Apptivo's cloud software for field service management. Apptivo is a platform of 65+ integrated apps, which includes field service work orders, quoting, help desk tickets, and invoicing. Not only that, Apptivo offers a complete set of apps for marketing, sales, order management, project management, supply chain, and more. The entire platform is available starting at ju...

Apptivo Inc
Apptivo Inc
YouTube Video
  • Apptivo is a powerful sales & marketing tool that is ranked as the #1 most affordable CRM by Capterra. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, campaign management, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite. Our CRM starts with...

Apptivo Inc
Apptivo Inc
Blog Post
  • A long been waiting comes to an end – Our Apptivo is rolled out!! We are so excited to declare the launch of our new application, that is, the Apptivo. This application contains a unified platform with different executed iOS Apps in Apptivo. We’ve been working towards unwavering quality as usual, to make the Apptivo... Read more » The post Mobile Release Notes for September 26, 2017 – Apptivo on i...

Apptivo Inc
Apptivo Inc
Blog Post
  • We’re happy to announce the updates which have been released on September 26, 2017, as well as some fresh user interface and new enhancements rolled out throughout the App. Check out the details below, to find what we have for you in this Mobile update: iOS Innovative User Interface Activity Page Customization Field visibility control... Read more » The post Mobile Release Notes for September 26, ...

Apptivo Inc
Apptivo Inc
Blog Post
  • Today we’re pleased to announce a brand new integration available to keep your business systems tightly integrated with Apptivo. PieSync has now included Apptivo within their list of available products, allowing you to sync your Apptivo contact data with a multitude of other business software products. This integration is available for all Apptivo & PieSync... Read more » The post PieSync Integrat...

Apptivo Inc
Apptivo Inc
Blog Post
  • We are delighted to announce the feature updates which have been released on September 16, 2017 which are very much worth to the point. We are happy to share the updates with you. Have a look below to find out what’s new here for you in this update of Apptivo: Added Overdue Events in Calendar.... Read more » The post Release Notes for September 16, 2017 – General, CRM, Financial, & Supply Chain Ma...

Apptivo Inc
Apptivo Inc
Blog Post
  • We’re happy to announce the updates which have been released on September 16, 2017, as well as some fresh user interface and new enhancements rolled out throughout the App. Check out the details below, to find what we have for you in this Mobile update: iOS New enriched User Interface Approval Flow Improvement Expense Deletion... Read more » The post Mobile Release Notes for September 16, 2017 – i...

Apptivo Inc
Apptivo Inc
Blog Post
  • We’re glad to announce the updates which have been released on September 01, 2017, as well as some feature requests and new improvements rolled out throughout the app. Check out the details below, to find what’s new here for you in this mobile update: Android Supply Chain Category in Apptivo Orders Creation Orders Conversions Orders... Read more » The post Mobile Release Notes – September 01, 2017...

Apptivo Inc
Apptivo Inc
Blog Post
  • In the August 02, 2017 release, we’re happy to announce the beginning of the new upgrade of our Apptivo CRM 6.0.9. This release makes your every process more effective and also streamlines the inconvenient areas of your business. It has a bunch of the following new enhancements elaborating what has been updated in this release.... Read more » The post Mobile Release Notes for August 02, 2017 – iOS...

Apptivo Inc
Apptivo Inc
Blog Post
  • In the July 15, 2017 release, Apptivo delivered an effective update to all customers. The following list summarizes the new features included in this release: Inventory Management – Warehouse Enable/Disable in Setting Custom Reference Section Attributes Mobile List Layout for CRM Apps Inventory Management in Items App 360 tab “Make Payment” button should display based... Read more » The post Relea...

Apptivo Inc
Apptivo Inc
Blog Post
  • We are so excited to announce the upgrades which have been made on September 01, 2017 and new things have been added. This release is all about ticketing. We upgraded our windows Help Desk into most recent Windows Operating System that is, Windows 10. This migration had some new features rolled out since the existing... Read more » The post Mobile Release Notes for September 01 ,2017 – Help Desk f...

Apptivo Inc
Apptivo Inc
Blog Post
  • In the August 20, 2017 release, Apptivo delivered an effective update to all customers. The following list outlines the new features included in this delivery: Detailed News Feed for CRM Apps Default Home Page view as Kanban in Opportunities App Opportunities Access Level – Add to Exceptions (Employees or Team) 12 Months Pipeline based on... Read more » The post Release Notes for August 20, 2017 –...

Apptivo Inc
Apptivo Inc
Blog Post
  • We’re glad to announce you that on August 16/2017, we have released an effective update to all our customers. Please find below, what we have for you in this update: Android Sales Funnel & 12 Months Pipeline Dashboards Mobile List Layout for CRM Apps Employee’s Password Policy Reference App & Reference App Field Section Title... Read more » The post Mobile Release Notes on August 16, 2017 – CRM & ...

Apptivo Inc
Apptivo Inc
YouTube Video
  • Apptivo's mobile invoices app is part of a powerful cloud business solution. In this video we'll talk about Apptivo's billing solution, and focus on the features available on Android & iOS. If you used the previous version of the app, we also cover what's new in the update. To learn more about Apptivo invoicing, see here: http://www.apptivo.com/invoice-app/

Apptivo Inc
Apptivo Inc
YouTube Video
  • This video provides a complete overview of calling features in Apptivo, and focuses on how to design an efficient process for cold calling your prospects in the system. We'll start off by giving a quick overview of the calling features available, then dive into some key areas to focus on as a manager designing your cold call process. Lastly, we'll hop into the application and show you the steps ...

Apptivo Inc
Apptivo Inc
YouTube Video
  • This webinar provides a general introduction to Apptivo's cloud project management solution. We'll cover the Apptivo platform as a whole, which apps serve the project management solution, and an overview of the PM features. This is a short webinar that provides a quick overview, then dives into a demo of the software to show you around. To learn more about Apptivo project management, see here: ...

Apptivo Inc
Apptivo Inc
YouTube Video
  • This video is for brand new users of Apptivo CRM. In this presentation we'll provide a brief overview of Apptivo as a whole, and the basic CRM apps. For a copy of the slide deck from the video, see here: https://www.slideshare.net/ToddMiner3/introduction-to-using-apptivo-crm-an-enduser-guide This video is perfect if you've just been added to an existing Apptivo business, and need to learn the b...

Apptivo Inc
Apptivo Inc
YouTube Video
  • This 30 minute video is designed to help administrators to plan and configure the CRM apps in Apptivo. The video will provide a complete plan for selecting the right apps, defining your process, adding users, configuring the system, and importing your data. The video moves pretty quickly, and does not go through the complete configuration. The focus is to help provide a plan, and demonstrate so...

Apptivo Inc
Apptivo Inc
YouTube Video
  • This video explains how to use security roles to choose exactly what your Apptivo users can and cannot see within the system. We'll cover the basics of what a security role is, how to configure them, and then assign to a user. After the basics, we'll discuss where the more advanced security restrictions can be applied, and how to build your own custom security role.

Apptivo Inc
Apptivo Inc
YouTube Video
  • Apptivo CRM's Opportunities App has many features which let you automate your sales process. Sales Stage Activities are one of the latest new tools now available. For each stage in your sales process, create an automated schedule of emails & activities that should occur. As a sales rep completes one activity, it can trigger the system to send an email out, or schedule another future activity in...

Apptivo Inc
Apptivo Inc
YouTube Video
  • In this video we break down the key steps involved in setting up your CRM system. We'll go through a quick overview of the software, and discuss the key basic configuration settings. After an overview, we'll take a brand new Apptivo account and configure it with a set of simple best practices. The end result is a solid starting point for a business of any type. For more information on Apptivo ...

Apptivo Inc
Apptivo Inc
YouTube Video
Apptivo Inc
Apptivo Inc
YouTube Video
Apptivo Inc
Apptivo Inc
YouTube Video
  • Apptivo's procurement solution is part of a comprehensive business management system. Manage suppliers, contacts, products, and manage the purchasing & accounts payable processes. Generate professional purchase orders, easily track follow ups, and leverage the inventory & supply chain, or any other solutions available in Apptivo. Apptivo is cloud suite of 50+ integrated business apps including:...

Apptivo Inc
Apptivo Inc
YouTube Video
  • Watch this video for a general introduction to the sales pipeline reporting capabilities of Apptivo's CRM. We'll cover the different types of reports available in Apptivo, and what data drives these reports. Then we'll walk through some of the most popular reports inside of a sample account, demonstrating how your end-users & managers might use them on a day to day basis. To learn more about Ap...

Out-Market Your Competitors?

Get complete competitive insights on over 2.2 million companies to drive your marketing strategy.

Create Free Account Log in

By signing up, you agree to the Terms of Service and Privacy Policy.

Out-Market Your Competitors

Get complete competitive insights on over 2.2 million companies to drive your marketing strategy.

Create Free Account

Already a user?  Log in

By signing up, you agree to the Terms of Service and Privacy Policy.