Managing their b2b sales funnel is crucial for every organization. Many organizations want to track their sales pipeline in a CRM system, but when a business has multiple divisions, or multiple completely different product lines, you might want to create multiple sales pipeline. A “pipeline” consists of all the steps, fields, and workflow rules that…
Posts By: Todd Miner
Invoices Version 6 Rollout Begins!
It’s finally here! The long-awaited Invoices V6 upgrades will commence starting next week. After quite some time in beta working with key customers, the new app will soon be available to the public. As of next week, Apptivo will begin upgrading all customers in waves, expecting to complete over the course of the next 3…
Apptivo Earns PCMag.com Editor’s Choice
What an exciting time it is for Apptivo! As we approach the end of 2015, things have grown anything but quiet in our neck of the woods. After just two years of grinding it out on the open market, we have reached a tremendous point in our growth; our presence among SMEs continues to swiftly…
CRM V6 Rollout Begins
After months of beta testing and hearing feedback from our customers, we’re happy to officially announce the CRM V6 release. Not everyone will see the change at once, as we’re rolling it out to a select few customers at a time (inquire below to get upgraded now). A vast amount of new features have been…
Apptivo Becomes a G Suite Premier Technology Partner
We are happy to announce that Apptivo is now a G Suite Premier Technology Partner. What does that mean for you and your business? We will now be able to work more closely with Google to deliver more robust integrations that offer even more value to our customers. As a premier partner Apptivo will also…
Case Study: Professional Services With Apptivo & G Suite (PB Legal Services)
PB Legal Services is a professional legal services company located in Thailand. PB Legal Services focuses on delivering clear, logical advice that provides their customers with confidence. They place an emphasis on top quality customer service that is organized, friendly, and informative. PB Legal Services offers both business & personal legal services including: Work permits Visa…
Case Study: Consulting Services With Apptivo & G Suite (Idea Helix)
ideaHelix is a leader in business consulting & talent management solutions, including those in cloud, big data, and mobility. They focus on delivering enterprise-class solutions to help organizations of any size to unlock the value of their collective intelligence, insights, and creativity. Their services revolve around 3 main areas: Managed service programs Vendor management system support…
CRM Structure – Contacts vs Customers & Leads vs Opportunities
In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The Online CRM Software is used by everybody to some extent, even those who only plan on using Apptivo for basic invoicing, or project management. Because of this, some of the most common questions resolve around “What is a customer?”, “What is…
Updated Email to Case Feature – Automate Your Support Ticket System
While Version 5.0 has been taking the spotlight recently, we’d like to let you know about another cool enhancement to Apptivo! It’s been a while since we introduced the “email to case” feature inside of our Cases App for customer support, and there was one common request from many different users: automatically attach email replies…
Case Study: Automating an IT Business With Apptivo & G Suite (IT CRETE)
IT Crete specializes in providing system software support to small and medium sized businesses in Heraklion, Crete, Greece. They have professional experiences in the following fields: Microsoft Windows server AD domains Exchange server deployment Firewall & internet security Virtualization with Hyper-V, VMware or other similar technologies Linux server implementations of all sorts Web server implementations…
