CRM software features: What should you look for?

Posted on 8:14 pm, April 27, 2023 by Sandra Rosareen

In the world of business, building and maintaining strong customer relationships is like building a sturdy bridge that connects any business with their customers. Just as a bridge must be carefully constructed and maintained to ensure its strength and longevity, a successful customer relationship requires careful attention and nurturing. A robust CRM system is like…

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Benefits of using a Contact Management System

Posted on 7:53 am, March 7, 2023 by Sandra Rosareen

1. Minimum requirements of Contact Management System? 2. How to choose a Contact Management System? 3. Tangible benefits of using a Contact Management System 4. Summary Maintaining strong customer and client relationships is more important than ever in today’s fast-paced business environment. One effective method is to use a tool like a Contact Management Software….

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Where can I get best Electricians Management Software?

Posted on 10:42 am, April 16, 2016 by kdevarakonda

Apptivo offers business software to all kinds of business and it helps to track the database and financial information of the particular industry . Let’s elaborate on how our apps will be used in electrician management industry. Electrician Management Workflow: All the companies will have their own workflow to run their business. Here is the…

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Why is my Calendar Sync not working?

Posted on 2:47 pm, November 30, 2015 by Ram Renga

Apptivo offers you with a bunch of awesome features and one among them is the ability to integrate with your google calendar. To ensure “Calendar Sync” works properly, we should ensure that Data Access is enabled in G Suite and “Calendar Sync” is enabled in Apptivo. Let us see how to enable these two: Enabling Data…

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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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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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How to Access Apptivo From G Suite or Gmail

Posted on 12:59 am, July 19, 2012 by Todd Miner

G Suite is an arrangement of keen applications including Gmail, Docs, Drive and Calendar to connect the people in your organization. GSuite integration with Apptivo helps you to connect all the tasks in one place and get the work done. It helps to, Collaborate and communicate with your team members in a centralized place. Sync…

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Install & Configure Contact Sharing From G Suite

Posted on 4:02 pm, July 16, 2012 by Todd Miner

This post will explain how to install the Apptivo Contact Sharing app from the G Suite marketplace, then enable it to sync contacts within your firm. This sequence will allow all contacts to be shared with all employees at once. If you require advanced level permissions, where certain contacts are restricted for some employees, you’ll…

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Free G Suite Contact Sharing with Advanced Level Permission Settings by Apptivo

Posted on 9:17 pm, May 16, 2012 by Todd Miner

What is Contact Sync? Contact sync is the process of allowing all members of your G Suite domain to share contact information between each other. By using the Apptivo CRM apps, your entire company will have instant access to all employee & business contact information such as phone, email, etc; all available through the Gmail…

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