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
  • In business, success can be measured in many ways. For some, it’s about having a significant revenue. For some, it’s about having an excellent product that customers love. For some, it’s about the number of customers. For us, it’s everything. We want to be the best at everything. Moreover, that’s why we’re excited to be... Read more » The post Yippie, we just got awarded the – “#20 Best Affordable...

Apptivo Inc
Apptivo Inc
Blog Post
  • There are only a couple of things that can give you that high to push yourself harder. Like a good review that acknowledges your hard work. Or a customer giving us a positive feedback about Apptivo CRM. Or an award that celebrates all the hours and countless sleepless night we put in, and the thought... Read more » The post TechRadar – Apptivo CRM #1 CRM Tool of 2018! What does it take to be the b...

Apptivo Inc
Apptivo Inc
Blog Post
  • There is one parallel bond that Apptivo and PieSync share! You ask what? Both are aimed at making your business easier by automating most of your daily essential yet mundane tasks! Imagine the possibilities and time you could save if these two join hands. You can start focusing your arc reactor energy on more pressing... Read more » The post Understanding Apptivo CRM and PieSync Integration with R...

Apptivo Inc
Apptivo Inc
Blog Post
  • Hello everyone! We, at Apptivo, are glad in releasing our latest version of our iOS Estimates App. Scroll below to find the list of feature updates and new releases packed in this release: iOS Estimates App Updates – V.6.0.2 RTE Support Email signature Download our latest version of iOS Estimates App. RTE Support In this... Read more » The post MOBILE RELEASE UPDATES FOR JUNE 07, 2018 – iOS Estima...

Apptivo Inc
Apptivo Inc
Blog Post
  • We, at Apptivo, are happy to announce that a huge list of feature enhancements and new releases has been deployed in the last release on June 02, 2018. Walk through the below list to know more about the features: Apptivo Windows CRM App Updates – V6.2.6.0 Reminder Notifications Locate Nearby Customers Sectional State Visibility Pin... Read more » The post Mobile Release Updates for June 02, 2018 –...

Apptivo Inc
Apptivo Inc
Blog Post
  • We continuously work on making Apptivo even better and we are pleased to present you the latest releases rolled out on June 02, 2018. In this blog, we will now walk you through a complete list of new features and enhancements rolled out in this week: Triggers in Estimates App PDF Filename Customization in Invoices... Read more » The post Release Updates for June 02, 2018 – Financials, CRM, Supply ...

Apptivo Inc
Apptivo Inc
Blog Post
  • Contracts are basic foundational that commerce is built upon, overseeing every dollar coming in and going out of the business. After all these years, contracting processes remains a common challenge for organizations. Automating these processes will help businesses accelerate time to revenue. The pace of commerce is quickening, and today’s businesses face ever-growing demands to... Read more » The...

Apptivo Inc
Apptivo Inc
Blog Post
  • Hello Everyone! This blog describes the feature updates and the latest functionality available in Apptivo Android CRM App. We have worked on four features that will make your Android experience a better one. Go through below to know our noteworthy recent improvements and feature updates. Provided customized notification refresh in the background Dependency conditions for... Read more » The post Mo...

Apptivo Inc
Apptivo Inc
Blog Post
  • Hello Everyone! In our attempt to keep you engaged and progress your business to stay productive, we have worked on yet another version of our app in Mac OS adding new features, giving you the ability to do more on the go. Get access to the latest version of Apptivo App from your Mac systems... Read more » The post Mobile Release Update for May 17, 2018 – Mac OS Desktop: 1.0.1 appeared first on Ap...

Apptivo Inc
Apptivo Inc
Blog Post
  • So, you came across the term ”CRM” and you’re not sure what it means or you’re looking to implement CRM software in your organization and you’re not sure what to look for in a CRM software. Well, fear not! This guide is going to explain what is a CRM with example software and more importantly... Read more » The post What is CRM? Dummies guide to CRM in 2018 appeared first on Apptivo.

Apptivo Inc
Apptivo Inc
Blog Post
  • Its a commonly known fact that we at Apptivo, keep rolling out exclusively new features and enhancement requests on a weekly basis and keep you, our customers, engaged throughout. So, here we are with a fresh set of updates that can pretty improve your business to a great extent. Well, let’s now take a brief... Read more » The post Release Updates for May 19, 2018 – CRM, Financials & Collaboration...

Apptivo Inc
Apptivo Inc
Blog Post
  • Hello! Glad to meet you all again with the first set of feature updates for the month of May! Scroll below for a full list of feature updates and enhancements, which were deployed on May 05, 2018. Automatic Currency Conversion IN Operator in the Property Association Table Supplier Section in Orders App View Builder in... Read more » The post Release Updates for May 05, 2018 – CRM, Financials, Supp...

Apptivo Inc
Apptivo Inc
Blog Post
  • Hello everyone! Glad to meet you all through this blog. We think a lot of you and as a result, we keep rolling out new features and enhancements every week. Read about our most recent product updates and releases and learn how to make use of those in your business. Contact Center App Call Log... Read more » The post Release Updates for April 27, 2018 – CRM & Collaboration appeared first on Apptivo...

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
  • 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
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
  • 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
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...

Apptivo Inc
Apptivo Inc
YouTube Video
  • 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
  • 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
Blog Post
  • With our aim in making your work life simpler, more pleasant and more productive, we at Apptivo, are excited in announcing the list of feature updates and enhancements that were addressed and deployed on April 21, 2018. Multi Select drop down support Work Orders App – Line Level Pricing Call Log – Added new fields... Read more » The post Release Update for April 21, 2018 – CRM, Financials & Colla...

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