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 weeks 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 1 month 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 1 month 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 1 month 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 1 month 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 2 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 2 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 2 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 3 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 4 months ago

Apptivo Inc

Category: Content
Type: Youtube Video

Generated 4 months ago

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