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 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...

Apptivo Inc
Apptivo Inc
Blog Post
  • Hello, everybody! Welcome back to What’s New in Apptivo. Before we begin we’d like to inform you that Apptivo What’s New posts are gonna get a makeover for the best. In the past, the posts used to include all the little tweaks and bug fixes. Now, we’ve decided to cover only the features and changes... Read more » The post Release Notes for April 07, 2018 – Financials, CRM, Marketing & Collaboratio...

Apptivo Inc
Apptivo Inc
Blog Post
  • We, at Apptivo, are happy in sharing the latest feature updates and enhancements which were deployed on April 03, 2018. Keep yourself updated with our feature enhancements. Find below the list of features, which were worked on in the last release: iOS All-In-One App Updates Projects App Create Projects View & Edit Projects Create &... Read more » The post MOBILE RELEASE NOTES ON March 31, 2018 – i...

Apptivo Inc
Apptivo Inc
Blog Post
  • We are happy to announce the feature updates and release of new features in Apptivo, which were deployed on March 17, 2018. Become more acquainted with the most recent features and keep yourself refreshed on what’s new in Apptivo. The following are the list of features which were released on, in the last deployment: Contacts... Read more » The post Release Notes for March 17, 2018 – CRM, Supply Ch...

Apptivo Inc
Apptivo Inc
Blog Post
  • We at Apptivo are happy to announce that a huge list of features have been deployed in the last release on March 12, 2018 which are much worth to the point. The following are the list of new features which have been deployed on this release. Windows update CRM 360 degree view Duplication Rules Homepage... Read more » The post Mobile Release Notes on March 12, 2018 – Windows CRM App appeared first ...

Apptivo Inc
Apptivo Inc
Blog Post
  • We’re happy to announce the updates which have been released on February 24, 2018, as well as some fresh and new enhancements, rolled out throughout the App. Look at the points of interest underneath, to find what we have for you in this Mobile update iOS Update CRM Multi Select Drop Down Sectional Visibility Dependency... Read more » The post MOBILE RELEASE NOTES ON FEBRUARY 24, 2018 – iOS CRM AP...

Apptivo Inc
Apptivo Inc
Blog Post
  • We are glad to announce the list of new features and product updates, which were deployed on January 26, 2018. Have a look at the various new features and product updates, which were deployed: Item rate value based on UOM category in the Estimates App Added England and Wales in the countries list Collaboration Added... Read more » The post Release Notes for January 26, 2018: Financials & Collabora...

Apptivo Inc
Apptivo Inc
Blog Post
  • We, at Apptivo, are very happy with the update of the Android Unified App (Apptivo Base) which have been deployed on January 24, 2018, with various updations which are much useful for Mobile devices. Now, let us go through a brief note about each feature included in this Unified App. ANDROID UPDATES CRM Homepage for... Read more » The post MOBILE RELEASE NOTES ON JANUARY 24,2018 – APPTIVO appeared...

Apptivo Inc
Apptivo Inc
Blog Post
  • We, at Apptivo, are happy in releasing a prominent list of feature updates. Have a look at the various new features and product updates, which were deployed on January 20, 2018: Relation Types of Contacts and Customers Phone and Email Support in the Kanban Layout (Leads & Opportunities App) Pricing Feature – Kit Orders Pricing... Read more » The post Release Notes for January 20, 2018: Financials,...

Apptivo Inc
Apptivo Inc
Blog Post
  • We, at Apptivo are very delighted in announcing the very first features in iOS Mobile App of this fresh year which have been released on January 10, 2018 which are much worth to the point. Observe beneath to discover what’s new here in CRM app for you in this update. iOS Update CRM Contacts based... Read more » The post MOBILE RELEASE NOTES ON JANUARY 10,2018 – iOS CRM APP appeared first on Apptiv...

Apptivo Inc
Apptivo Inc
Blog Post
  • We, at Apptivo, are happy and glad in releasing our first set of feature updates for the year 2018!! Being customer centric, we focus on customer satisfaction and stay close throughout, by various product updates and releases every week. The following are the list of new features and product updates, which were deployed on January... Read more » The post Release Notes for January 06, 2018: Product...

Apptivo Inc
Apptivo Inc
Blog Post
  • Apptivo is constantly striving to make our customers happy and satisfied throughout the year! And we, at Apptivo, are proud as we have deployed our last bunch of features for this year. We ensure to give you constant updates and enhancements and fulfill your requirements throughout the forthcoming year too! Let us now go through... Read more » The post Release Notes for December 30, 2017: CRM, Col...

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