“Raise Your Sales” by Making the Apptivo Switch

Posted on 2:07 am, February 2, 2016 by kdevarakonda

Recently, Apptivo’s Cloud-based platform was ranked among the top ten best CRM software by Cloudswave, a seasonal ranking site that awards business applications based on weightage of the average score given by various critics. In the Cloudswave ranking, Apptivo’s CRM software stands in seventh position, and was awarded a CRM Badge. Apptivo is a comprehensive…

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Tips for Turning Customer Engagement into a Sale

Posted on 1:09 am, December 7, 2015 by kdevarakonda

Customer engagement is necessary before making a sale. This can be achieved by doing the following. Get as much data about the customers as possible. You need not guess which product is the best for the customers. Data enables informed decisions. Segment the visitors to your website. Create ads as per user’s interests. Hence the…

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Case Study: Professional Services With Apptivo & G Suite (PB Legal Services)

Posted on 11:46 pm, March 26, 2014 by Todd Miner

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…

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CRM Structure – Contacts vs Customers & Leads vs Opportunities

Posted on 2:51 am, January 28, 2014 by Todd Miner

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…

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Updated Email to Case Feature – Automate Your Support Ticket System

Posted on 2:03 pm, October 3, 2013 by Todd Miner

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…

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Items & Promotions App in version 4.0, Capture cases using the API

Posted on 6:51 am, February 1, 2013 by Ram Renga

We are glad to inform you that this week Apptivo has been released with new features and important fixes. Items App and Promotions App were migrated into version 4.0, including all new user interfaces loaded with both existing and new features. Create the custom attributes in the Invoices App and carry the same attributes to…

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What’s so great about this thing called G Suite?

Posted on 7:10 pm, November 14, 2012 by Maggy

On March 9, 2010, Google launched G Suite Marketplace for third party applications to help manage business from the web. Now after two years of success, and many more to come, G Suite is taking off with many different sized businesses whether small, medium or large. It’s a cheap and affordable solution for many businesses…

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