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

Category: Content
Type: Blog Article

Generated 4 days ago

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

Category: Content
Type: Blog Article

Generated 2 weeks ago

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

Category: Content
Type: Blog Article

Generated 3 weeks ago

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

Category: Content
Type: Youtube Video

Generated 1 month ago

New 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

Category: Content
Type: Blog Article

Generated 1 month ago

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

Category: Content
Type: Youtube Video

Generated 1 month ago

New 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

Category: Content
Type: Youtube Video

Generated 1 month ago

New 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

Category: Content
Type: Blog Article

Generated 1 month ago

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

Category: Content
Type: Blog Article

Generated 1 month ago

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

Category: Content
Type: Blog Article

Generated 1 month ago

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

Category: Content
Type: Blog Article

Generated 1 month ago

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

Category: Content
Type: Blog Article

Generated 2 months ago

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

Category: Content
Type: Blog Article

Generated 4 months ago

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

Category: Content
Type: Youtube Video

Generated 4 months ago

New 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.

Apptivo Inc

Category: Content
Type: Blog Article

Generated 4 months ago

New blog articles detected

  • How CRM Helps In Aligning Marketing And Sales Team

    Its a commonly known fact that sales team depends on the marketing team to give them the quality qualified leads and marketing team on the other hands wants the sales team to close almost all the leads that they procure. That is sales and marketing teams are symbiotic and support the business to generate revenue.... Read more » The post How CRM Helps In Aligning Marketing And Sales Team appeared f...

Apptivo Inc

Category: Content
Type: Blog Article

Generated 4 months ago

New blog articles detected

  • Easily manage calls with Apptivo’s RingCentral integration

    Nowadays, all the business are depends only on the calling system, they make calls to grow their business. RingCentral is a cloud based phone system and you can use this single option to make calls, also you can manage the entire department and system of your company with the extensions & direct numbers. Another interesting... Read more » The post Easily manage calls with Apptivo’s RingCentral int...

Apptivo Inc

Category: Content
Type: Blog Article

Generated 5 months ago

New blog articles detected

  • How to setup SPF and DKIM/Domain Key text records in GoDaddy Hosting?

    Apptivo allows you to deliver emails to your clients in many useful ways, and email delivered from Apptivo appears just like any email sent elsewhere. But, to ensure emails are delivered to your contact’s inboxes, and not spam, you’ll want to ensure that your SPF and DKIM records are set up properly. For users with... Read more » The post How to setup SPF and DKIM/Domain Key text records in GoDadd...

Apptivo Inc

Category: Content
Type: Youtube Video

Generated 5 months ago

New videos detected

  • 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

Category: Content
Type: Youtube Video

Generated 5 months ago

New videos detected

  • 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 ...

  • 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

Category: Content
Type: Blog Article

Generated 5 months ago

New blog articles detected

  • Importance of Periodic CRM Reviews

    Originally, Customer Relationship Management (CRM) was intended to help enterprises build customer database as well as maintain relationships with the potential and existing customers. However, the present-day CRM system has evolved from being a tool to build database into a more powerful tool that is used by the marketing and sales team to manage marketing... Read more » The post Importance of Pe...

  • Avoiding Common Mistakes When Deploying a CRM System

    One of the most important business tool that should be part of any small business is the Customer Relationship Management System. This is a tool that connects the business with its customers and allows the marketing and sales team to work in tandem to improve their marketing strategies and close the deals respectively. Most of... Read more » The post Avoiding Common Mistakes When Deploying a CRM S...

Apptivo Inc

Category: Content
Type: Blog Article

Generated 7 months ago

New blog articles detected

  • 5 Tactics to Align Digital Marketing Efforts With CRM

    Creating a balance between your digital marketing efforts and your Customer Relationship Management software is really all about aligning your objectives and being determined to run your CRM and not let your CRM run you. If you’re clear about what your objectives are from the beginning and have boiled those down to their essence you’ll... Read more » The post 5 Tactics to Align Digital Marketing E...

  • September 19 Product Updates: Stripe & Quickbooks Integration with Apptivo

    We are delighted to announce our new integrations for payment gateway and financial accounts transactions in Apptivo. Our customers were keenly interested in these integrations, even though they have a separate account with those application they wanted to integrate the same with Apptivo to make their work easier. Hence we prioritized the update with the... Read more » The post September 19 Produc...

Apptivo Inc

Category: Content
Type: Blog Article

Generated 7 months ago

Apptivo Inc

Category: Content
Type: Youtube Video

Generated 7 months ago

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