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

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Apptivo Inc
Apptivo Inc
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  • Release Notes for September 16, 2017 – General, CRM, Financial, & Supply Chain Management
    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
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  • Mobile Release Notes for September 16, 2017 – iOS Expenses App
    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
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  • Mobile Release Notes – September 01, 2017 – Apptivo, CRM, Estimates
    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
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  • Mobile Release Notes for August 02, 2017 – iOS CRM App
    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
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  • Release Notes for July 15, 2017 – Supply Chain, CRM, Product & Financial Management
    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
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  • Mobile Release Notes for September 01 ,2017 – Help Desk for windows 10
    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
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  • Release Notes for August 20, 2017 – CRM, Financial & Product Management
    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
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  • Mobile Release Notes on August 16, 2017 – CRM & Invoices App
    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

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  • Mobile Invoices App Overview
    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
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  • Setting Up Apptivo for Cold Calling Efficiency
    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
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  • Intro to Project Management With Apptivo
    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
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  • Introduction to Using Apptivo CRM - An End-User Guide
    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
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  • Getting Started With Apptivo CRM
    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
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  • Working With Security Roles Privileges
    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
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  • Using Sales Stage Activities to Automate Your Sales Process
    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
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  • Configuring Your CRM System in 15 Minutes
    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
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  • Building Professional Quotes for Your Customers in Apptivo
    This webinar covers the Apptivo quoting / estimates solution, and how to customize your quotes. We'll provide a quick overview of the overall solution, then break down the different components of an estimate that you can control. We'll walk through the complete PDF editor tool, then configure a brand new account to cover the basic setup steps.
Apptivo Inc
Apptivo Inc
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  • Bulk update contacts records in Contact App
    This video covers on how to use bulk update options in Contacts App. It is a special feature. If you want to edit contacts records simultaneously, you follow that video or If you need further steps, get this link. http://www.apptivo.com/answers/questions/12883/how-do-i-bulk-update-the-contact-records
Apptivo Inc
Apptivo Inc
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  • Getting Started With Procurement in Apptivo
    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

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  • Getting the Most From Sales Pipeline Reports in CRM
    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...
Apptivo Inc
Apptivo Inc
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  • Syncing Apptivo and Google Apps for Work
    Learn how to share contacts, calendars, documents, and more between your Google Apps for Work & Apptivo accounts. Apptivo has built-in integrations which sync your data between both platforms, available on the Google Apps Marketplace. In this video we'll provide a brief introduction to Apptivo, and talk about the different integrations available. Then, we'll go through the process of installing...
Apptivo Inc
Apptivo Inc
YouTube Video

New YouTube videos detected.

  • All About Field Configuration in Apptivo
    Apptivo offers powerful configuration options to control many aspects of your business software. The center of your configuration are the fields you create in each app, and your workflow & reporting works around those fields. This video covers the hierarchy of how fields are constructed in Apptivo, and how to go edit them yourself. This video will be most useful for existing Apptivo users who h...
Apptivo Inc
Apptivo Inc
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  • Mobile Release Notes for August 09, 2017 – Windows CRM App
    On August 09, 2017, Apptivo delivered an effective update to all customers. The following list summarizes the new switches included in this release: Windows Configurable mobile list layout for Customers, Contacts and Opportunities App Section Title Visibility Field Level Visibility for Standard & Custom Fields Section Level Visibility for Standard & Custom Sections Address Redirection... Read more...
Apptivo Inc
Apptivo Inc
Blog Post

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  • Release Notes for August 5, 2017 – CRM, Supply Chain, Collaboration & Financial Management
    We are excited to inform you that, on August 5, 2017, we have released updates that are worthwhile, where you’ll find a complete list of changes below. The key switches in this release include: Opportunity to Contracts – Sharing Feature Bulk Action – Update and Remove Tags in the Leads, Customers and Opportunities App Purchase... Read more » The post Release Notes for August 5, 2017 – CRM, Supply ...
Apptivo Inc
Apptivo Inc
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  • Removal of V4 PDF Templates in Financial Apps
    With our upgrade to V6, we’ve provided a lot of great enhancements to our existing PDF editor for Estimate, Invoices, and other apps. Now that V6 has been available for some time, we’ll be removing access to your old templates as part of our ongoing system maintenance. Up until now your old templates have remained... Read more » The post Removal of V4 PDF Templates in Financial Apps appeared first...
Apptivo Inc
Apptivo Inc
Blog Post

New blog articles detected.

  • Mobile Release Notes for August , 2017 – CRM App
    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 , 2017 – CRM A...
Apptivo Inc
Apptivo Inc
Blog Post

New blog articles detected.

  • Mobile Release Notes for August 02, 2017 – Apptivo Base on Android
    A long been waiting comes to an end – Our Apptivo Base is rolled out!! Today, we are so excited to announce the launch of our new application, that is, the Apptivo Base. This application contains an unified platform with various implemented Android apps in Apptivo. We’ve been working towards reliability as always, to make... Read more » The post Mobile Release Notes for August 02, 2017 – Apptivo B...
Apptivo Inc
Apptivo Inc
Blog Post

New blog articles detected.

  • Release Notes for July 15, 2017 – Supply Chain, CRM, Financial & Product Management
    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 “Make Payment” button should display based on configuration in Email From Another Supplier... Read more » The post...

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