One of the newer features packed into Apptivo’s V6 technology are Function Attributes. These attributes allow you to create custom calculations based on the values of other fields, and display this calculation anywhere on the page that you’d like. In this article we’ll cover some example scenarios where functions can be used, walk through the... Read more »
As you might have seen, the Expense Reports App is now available across all Apptivo plans, and various marketplaces. In this post we’ll cover everything you need to know about our new expense management solution. All about Apptivo’s expense report software The Apptivo Expense Reports App is a simple expense management solution available on the... Read more »
The number of Customer Relationship Management solutions that are presently available in the market is astounding. They all promote attributes such as seamless integration, marketing automation, built-in accounting, invoicing and more. However, before you get caught up in the maze of CRM solutions, ask yourself a simple question: Should I procure the CRM solutions for... Read more »
Overview 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 different pipelines. A “pipeline” consists of all the steps, fields, and workflow rules that would apply to a sales opportunity from input to closing... Read more »
This is part one of a two-part blog on role based access control. As more apps move to the cloud, IT security remains a hot topic when it comes to business systems. Having rock-solid security practices is important at the least, and even lawfully required for many businesses. Securing your business software is one integral... Read more »
Apptivo now supports linking documents from Microsoft OneDrive! This new integration works very similar to the existing documents app integrations with Google Drive and Dropbox. The documents app is part of Apptivo’s contextual collaboration – a suite of tools available in all 50+ Appptivo apps! Keep your files stored in OneDrive, and link relevant files... Read more »
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... Read more »
Starter guide for Apptivo. It’s a cloud based software delivers your business in single platform easily. It assists save time, reduce errors & tools to interact with their customers more professionally.
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