Customer Relationship Management (CRM) Quick Guide

Posted by Puneet Yamparala

The CRM functionality in Apptivo consists of Pre-Sales, Sale and Post-Sales activities. Please follow the following steps to get started with the customer relationship management software functionality in Apptivo. 1. Provide access to team members , to the Sales and Customer Service modules. 2. The first step in Pre-Sales activities is creating leads potential customers. 3. Once a Lead is … Continue reading


Why is shipping cost not being added to orders?

Posted by Puneet Yamparala

There are three possible reasons why the shipping cost is not being charged. The dimensions of the product which you are trying to ship is larger than what your shipping partner accepts – to fix this try interchanging length and width specifications for the product The item specifications are not entered in “Product Management” > Items > Item name > … Continue reading


How do I get rid of the header and footer being printed in my UPS label?

Posted by Puneet Yamparala

The extraneous characters being printed in your UPS label are due to your browser settings. To remove the header and footer, go to the “File” menu of your browser (top left) and select “Page Setup”. In the “Header and Footer” tab, select “blank” in the drop down for all fields available. Note: some browsers might have a different setting. Google … Continue reading


Why are my Google Checkout customers beign charged the Sales Tax twice?

Posted by Puneet Yamparala

Apptivo calculates the tax on all orders and then sends the information to Google Checkout, as a result, if you happen to enable tax calculation in Google Checkout, your customers will be double charged. To fix this issue, log-in to your Google Checkout account and go to Settings>Tax Setup. Select “Not Charging Taxes” as the option for “How do you … Continue reading



Swathi Jewelleries eCommerce site live

Posted by Puneet Yamparala

Swathi Jewelleries is a direct importer of gold and fashion jewelery from all over the world. They power their eCommerce business using Apptivo. With the help of Apptivo their old site was redesigned to have a new and refreshing look making their site a one of a kind jewellery site. Swathi makes use of the fully integrated affiliate marketing functionality … Continue reading


Apptivo CRM pilot customer

Posted by Puneet Yamparala

Convaid provides special needs children, adults, and their families the highest quality compact-folding lightweight wheelchairs. To support its sales activities, Convaid uses Apptivo’s free CRM software. Their whole sales process right from prospecting for customers to providing customer service is integrated through Apptivo.


TekYogi Business Solutions

Posted by Puneet Yamparala

TekYogi Business Solutions strives to create value and differentiation in the customer experience by delivering enterprise-wide information technology solutions. They specialize in re-engineering business processes and applications, and creating easy-to-use tools and products. Their website is built by and integrated with Apptivo.


Preventing spam filters from blocking mails sent through Apptivo

Posted by Puneet Yamparala

Sometimes, the mails which are sent from Apptivo might get blocked by the mail recipient’s spam filters. This happens very rarely, but to make sure that all your mails are delivered correctly we recommend the following steps. Go to your Domain’s DNS control Panel (Available in Godaddy. If your hosting company does not provide such a control panel, contact your … Continue reading