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
Blog Article

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  • 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...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Release Notes for July 01, 2017 – General, CRM, Financial & Supply Chain Management
    We are happy to inform you that, on June 17, 2017. Apptivo delivered a worthwhile updates to all customers. The following list summarizes the new features included in this release: Slack Integration Call log – Asterisk PDF File Renaming – Email Compos Page Case to Invoice – Employee Billing Rate in Invoice New View under... Read more » The post Release Notes for July 01, 2017 – General, CRM, Finan...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Mobile Release Notes for June 28, 2017 – CRM & Work Orders App
    We’re happy to announce you that, on June 28, 2017 we have released an update to all our customers. Please find below, what we have for you in this update: Windows Mobile List Layout in Leads App Quick Detail View on Long Press Action Live tile notification for News feed iOS Map View New Changes... Read more » The post Mobile Release Notes for June 28, 2017 – CRM & Work Orders App appeared first o...
Apptivo Inc
Apptivo Inc
Youtube Video

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  • Introduction to CRM - Apptivo Sales & Marketing Apps
    This video provides an overview of the Apptivo CRM capabilities. If you are looking to manage contacts, track leads, automate your pipeline, and more, then Apptivo is the suite for you. This video covers the complete capabilities of the Apptivo CRM apps, and tells you a little bit about some of the other 65+ Apptivo apps.
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Mobile Release Notes for June 21, 2017 – CRM & Work Orders App
    In the June 21, 2017 release, Apptivo delivered an effective update to all customers. The following list summarizes the new features included in this release: Android Mobile List Layout in Leads App Quick Detail View 360 Degree View in CRM Apps Sales Cycle Lock Opportunity Remind Me for Tasks and Events Tasks Left Menu View... Read more » The post Mobile Release Notes for June 21, 2017 – CRM & Wor...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • RELEASE NOTES FOR JUNE 17, 2017 – GENERAL, CRM & FINANCIAL MANAGEMENT
    We are happy to inform you that, on June 17, 2017 we have released an update that are significant, where you’ll find a complete list of changes below. The key switches in this update include: Global Search Dynamic Width in Kanban Sales Stage Activities in Paid Plans Views in Kanban Search & Select in Highlighting... Read more » The post RELEASE NOTES FOR JUNE 17, 2017 – GENERAL, CRM & FINANCIAL MA...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Mobile Release Notes for June 20, 2017 – Customer Relationship Management for Windows 10
    In this occasion, we are happy to announce you that on June 20, 2017 we upgraded our windows CRM App into latest version of Windows Operating System that is, Windows 10. And also amplified few more fabulous mobile functionalities which are accelerated comparing with our previous version. We have moved up Windows CRM App and... Read more » The post Mobile Release Notes for June 20, 2017 – Customer ...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Release Notes for June 03, 2017 – Collaboration, CRM & Financial Management
    In the June 03, 2017 release, Apptivo delivered a worthwhile updates to all customers. The following list summarizes the new features included in this release: All Mail view by default in every apps Kanban Layouts in Opportunities App Kanban Filter Opportunities Row highlighting Sales Cycle Switched Distributors App V6 Collaboration General All Mail – By... Read more » The post Release Notes for J...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Mobile Release Notes for May 25, 2017 – Follow Ups & Invoices App
    We’re happy to announce you that, on May 25, 2017 we have released an update to all our customers. Please find below, what we have for you in this update: UI Level Improvement in Follow Ups App Detailed View in Follow Ups App Multi Currency in Invoices App Android Updates Follow Ups UI Level Improvements... Read more » The post Mobile Release Notes for May 25, 2017 – Follow Ups & Invoices App appe...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Release Notes for May 20, 2017 – CRM, Financial & Human Resources Management
    We are happy to inform you that, on May 20, 2017 we have released an update that are notable, where you’ll find a complete list of changes below. The key switches in this update include: Kanban View in Opportunities App Filter Custom Attributes in CRM Filter Custom Attributes in Work Orders App QuickBooks Integration –... Read more » The post Release Notes for May 20, 2017 – CRM, Financial & Human...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Release Notes for May 12, 2017 – Home Page, Project, Human Resources & Product Management
    In the May 12, 2017 release, Apptivo delivered a worthwhile update to all customers. The following list summarizes the new features included in this release: App Categories Task List Projects – Template Visibility Employees Password Generation Ideas Recurring Highlighting Collaboration Tasks App Categories Task List – We have added the “App Category” in the left... Read more » The post Release Not...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Release Notes for May 06, 2017 – CRM, Project & Product Management
    We are happy to inform you that, on May 06, 2017 we have released an update that are attention-grabbing, where you’ll find a complete list of changes below. The key switches in this update include: Views Create Button Filter Custom Attributes in Leads App Project Dynamic and Static Views Create Button in Projects App Ideas... Read more » The post Release Notes for May 06, 2017 – CRM, Project & Pro...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Release Notes for April 29, 2017 – Home Page & Product Management
    In the April 29, 2017 release, Apptivo delivered a worthwhile updates to all customers. The following list summarizes the new features included in this release: My Employee Tasks Direct Tasks Triggers in Ideas App Highlighting Ideas Statuses Visibility in Ideas App Last Contact Date Collaboration Tasks: My Employee Tasks – We have included a time... Read more » The post Release Notes for April 29,...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Release Notes for April 21, 2017 – Marketing & Human Resources Management
    We are happy to inform you that, on April 21, 2017 we have released an update that are noticeable, where you’ll find a complete list of changes below. The key switches in this update include: Email Template Changes in Campaigns App Team Email id in from address Default Navigation – Employee View page “All Tasks”... Read more » The post Release Notes for April 21, 2017 – Marketing & Human Resources...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Release Notes for April 13, 2017 – Financial & Marketing Management
    We are happy to inform you that, on April 13, 2017 we have released an update that are attention-grabbing, where you’ll find a complete list of changes below. The key switches in this update include: Void Invoice changes in schedule invoice table Recurring Invoice Generate with Updated Parent Invoice SpamAssassin Score Pricing – Daily Email... Read more » The post Release Notes for April 13, 2017 ...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Release Notes for April 01, 2017 – CRM, Project, Marketing & Financial Management
    In the April 01, 2017 release, Apptivo delivered a worthwhile update to all customers. The following list summarizes the new features included in this release: Customer By Status (Active and Inactive)   Unresponded Opportunities Cases Reports – Activities by Intake Domain / Email ID & Cases Tracking by Assignee Custom Views in Projects App Unresponded... Read more » The post Release Notes for Apri...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Release Notes for March 25, 2017 – Marketing & Financial Management
    On March 25, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key features in this update include: Email Template Changes (UI level) Dynamic Targets in Targets App Edit Feature in Campaign Template Multi Currency support in entire Financial Apps Estimates App Notifications Security Actions... Read more » The post Release Notes for March 2...
Apptivo Inc
Apptivo Inc
Youtube Video

New YouTube videos detected.

  • 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
Blog Article

New blog articles detected.

  • Release Notes for March 18, 2017 – Marketing & Financial Management
    In the March 18,2017 release, Apptivo delivers an effective update to all customers. The following list outlines the new features included in this release: The “From Address” and “Email Template” fields are made mandatory in Campaigns app. Auto Scheduling in Campaigns app.. System Messages in Estimates app. Promotions app upgraded to V6. Properties app upgraded... Read more » The post Release Note...
Apptivo Inc
Apptivo Inc
Youtube Video

New YouTube videos detected.

  • 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
Youtube Video

New YouTube videos detected.

  • 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
Blog Article

New blog articles detected.

  • Release Notes for March 04, 2017 – CRM, Financials, Marketing & Product Management
    On March 04, 2017 we released an update to all Apptivo customers, here you’ll find a complete list of changes below. The key changes in this update include: Added a new label for Unresponded Cases / Mark as Responded button in Cases App Added a create icon in Add Target List icon under Campaigns Email... Read more » The post Release Notes for March 04, 2017 – CRM, Financials, Marketing & Product M...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Release Notes for February 18, 2017 – Marketing & Product Management
    On February 18, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key changes in this update include: Template tab in Campaigns app Test Launch under Template tab Launch button in Campaigns app overview page Bounced reason in Campaigns app Refresh button added in Consolidated... Read more » The post Release Notes for February 18, 2017 – Ma...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Release Notes for February 10, 2017 – CRM, Financials, & Common Apps
    On February 10, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key changes in this update include: Share Custom Fields ( Opportunities & Estimates ) PDF Builder ( Section Title & Attributes Width ) Complete Release Notes By App CRM & Financials Updates Custom... Read more » The post Release Notes for February 10, 2017 – CRM, Financials,...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Release Notes for February 04, 2017 – CRM, Project Management, Financials, & HR
    On February 04, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key changes in this update include: Trigger functionality – Email to Case Sales stage activities Projects app 360 degree view Kit Work Orders app upgraded to Version 6 Insurance Tracker app upgraded to... Read more » The post Release Notes for February 04, 2017 – CRM, Projec...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Release Notes for January 28, 2017 – CRM, & Project Management
    On January 28, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key changes in this update include: Cases “Duplicate” action Projects app notifications Complete Release Notes By App CRM Updates: Cases – Added “Duplicate” section to “Security Actions”. Cases App permits the user to... Read more » The post Release Notes for January 28, 2017...
Apptivo Inc
Apptivo Inc
Blog Article

New blog articles detected.

  • Apptivo Invoices App for Windows is here
    Did you know that Apptivo Invoices App for Windows has been moved online. It’s completely free with your online subscription. You can easily handle the invoice processes like create, send, reminder and more in single path. It is entirely designed for managing invoices without any burden and which works more effective, when you are away... Read more » The post Apptivo Invoices App for Windows is he...
Apptivo Inc
Apptivo Inc
Youtube Video

New YouTube videos detected.

  • 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.

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