Apptivo Product Management Demo

Posted by Apptivo Business Advisory Team

Small Business Inventory Management varies in importance from essential, to unnecessary.  eCommerce, distributor, and retail businesses greatly benefit from being able to properly manage the various products they carry, and be able to store all information and attributes of that product in a central location.  Apptivo allows small businesses to manage their entire product catalog in the cloud, and these products … Continue reading


Apptivo Sales Leads App Demo

Posted by Apptivo Business Advisory Team

The Best Small Business CRM is essential when you want to grow your business in the era where customer service reigns king.  Apptivo provides a comprehensive suite of CRM Apps, with the Leads App at its core.  This app manages all sales leads within your business, and allows sales staff to easily track all activities and information related to a … Continue reading


Apptivo Sales Opportunities App Demo

Posted by Apptivo Business Advisory Team

Free Small Business CRM is essential when you want to expand your business when on a budget.  Apptivo provides a comprehensive suite of CRM Apps, with the Opportunities App paired up to operate with the Sales Leads App.  Opportunities can either be converted from sales leads, or entered directly into the system when a new sale presents itself.  See the … Continue reading


Apptivo Project Management Demo

Posted by Apptivo Business Advisory Team

Free Small Business Project Management Software is readily available these days, the toughest choice is selecting the right solution for your company.  Apptivo offers comprehensive cloud-based project management tools through the Projects App. Managements can maintain control over an entire team through the standardized activities system utilized throughout Apptivo, making managing projects extremely simple.  Take a look at the video … Continue reading



How to Create and Distribute an Invoice

Posted by Todd Miner

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


Demo of Project Management for Small Business

Posted by Todd Miner

Good project management is essential to the operation of any small business.  Apptivo allows you to easily create projects, define milestones, and create the list of tasks that must be completed to make the project a success.  Not only this, but you can define project templates to save time, and even use your employee database to define team members and … Continue reading


Demo for Converting Sales Leads for Small Business CRM

Posted by Todd Miner

The use of CRM software is essential to any small business.  In order to efficiently track your sales process, you need to transfer sales lead information seamlessly to others throughout the team.  This video shows how to convert your Apptivo Sales Leads into sales opportunities, contacts, and customers.  Take a moment to watch the video, then read more about the … Continue reading


Demo of the Employees App for Small Business Human Resources

Posted by Todd Miner

Every human resources employee, business owner, or other manager needs to leverage some sort of software to manage their database of employee records.  Failing to properly manage your employees can cause a large number of problems, so it’s paramount that this software have a structured, consistent, and robust database in which to store this information in. Apptivo allows you to … Continue reading


How Do I Share Documents and Collaborate using Apptivo?

Posted by Todd Miner

This video will show you how to attach a document or file to just about any object within Apptivo.  Storing your documents in the cloud has many different advantages: Access documents from anywhere Never lose document locations Documents can’t be destroyed by computer failure Easily shared through the cloud Promote collaboration by working from a single document source The Cloud … Continue reading