The Jobs feature integrates directly with the comprehensive Apptivo human resources management tools, and provides a simple interface to manage the creation and management of job listings. It is also simple to add a job search form for your users, and you can place a featured jobs section anywhere on the website. This feature makes it simple to manage your … Continue reading
Posts Tagged: Streamlined Business Solutions
Newsletter: Overview
The Newsletter feature allows you to easily insert a form onto your website which collects contact information for the use of newsletters, or other sorts of marketing lists. The newsletter forms automatically submit these users directly into Apptivo’s marketing tools, allowing for you to manage all of your data from a single platform. Apptivo Business Site Developer Guide Navigation << … Continue reading
Apptivo Business Site Developer Guide
What’s in This Guide This guide will provide the training and information required to integrate the Apptivo WordPress plugin with a self-hosted WordPress website. The guide will cover the basic requirements and installation steps, as well as the details of customizing and utilizing all features of the plugin. Lastly, this guide will also provide examples of how Apptivo interacts with … Continue reading
Modern Thinking for the Modern Business Wanting to Streamline
Today’s business environment is much different than in the past. The markets are highly competitive and the race to keep revenues up and costs down is something businesses of all sizes find themselves facing. Streamlining is one important way to keep costs down. Modern businesses looking to streamline should use modern thinking, and that should include the use of CRM … Continue reading
ERP and CRM for Intellect Faces IT Consulting Small Business Management | Apptivo Case Study
Company Overview Intellect Faces Consulting is a rapidly growing IT consulting firm specializing in the design and implementation of high end digital networks. Providing professional IT Services to small and medium-sized businesses, they are dedicated to bringing customers the highest quality of service with the latest in hi-tech solutions. Problem The increase in number of active projects, due to recent … Continue reading
How to Create and Distribute an Invoice
Every business both creates, and receives invoices nearly every single day. No wonder it is so important to have a streamlined process to manage all of your invoices. Apptivo offers a unique new approach to handling invoices… “click a button” In Apptivo you are able to create invoices directly from sales orders, or from scratch, to bill a client for time … Continue reading
Small Business Growth Strategies | RunApptivo
When it comes to defining success for a business, nine times out of ten that definition would be growth. Owners are constantly on the lookout for methods in which they can increase their profits, or reduce their overheard in order to generate revenue to re-invest in the company. On the other side of things, managers also strive to increase the … Continue reading
How do I use the Surveys App?
The Surveys App is designed to help small businesses run surveys using Apptivo. This App directly integrates with the Website Management, Customers and Leads Apps, allowing you to use your website as a medium to run the survey, pulling in email ids of your customers and leads to send them invites to participate in the survey. Creating a Survey It … Continue reading
How do I use the Service Work Orders App?
The Service Work Orders (SWO) App is designed to help companies which provide Client site services like installation & repair, Cleaning etc. The SWO app can be used with other apps such as Customers, Contacts and Invoicing to completely manage your work orders. SWO Dashboard Once you open the SWO App, you will see the dashboard with summary of information … Continue reading
Using Notes Activities Documents (NAD) Apps in Apptivo
Notes, Activities, and Documents, collectively called the NAD Apps are linked to pretty much every App in the Apptivo Eco System. Each of these is an individual App (Activities is part of the Calendar App). Lets take the Opportunity App for example. When you open up an Opportunity, you can see all the information about the Opportunity in the Overview … Continue reading
