Apptivo’s CRM has been again ranked by PCMag.com as one of the best CRM software in 2016. We are happy to announce that it’s for the second consecutive time that we are being acknowledged by PCMag.com. Apptivo was recognized as the top contender in CRM software by PCMag.com in July 2015 and in August the…
Posts Categorized: Product Updates
Want to be a Smart and Effective Sales Manager? Use a Powerful CRM
Whether it’s a B2B or B2C, the sales department should be headed by an efficient, effective, and smart manager. He/she is responsible for managing a team of sales representatives who are vetted for their ability to build relationships, understand and communicate value propositions, and close deals. He/she has to identify and understand the inherent traits…
“Raise Your Sales” by Making the Apptivo Switch
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…
Tips for Turning Customer Engagement into a Sale
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…
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…
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…
Patents, Receivables, Ledger & Fund Raising App in Version 4.0
We are happy to inform this week Apptivo’s release, which included several apps upgraded to version 4.0, improved user interfaces, and many new features. You’ll find an improved interface for some of our global features such as email, notes, and tasks. These upgrades include details like a new draft system for emails, and we’ve provided…
New Kit Work Orders & Insurance Tracker Apps
We are happy to inform you that this week Apptivo has been released with two brand new apps, several apps upgraded to 4.0, and many more features. The two new apps included into Apptivo are Kit Work Orders and Insurance Tracker. Five apps were migrated to version 4.0: Employees App, Inventory Management App, Receiving App,…
