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


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



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


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.


Customer Accounts Management with Apptivo

Posted by Puneet Yamparala

Using Apptivo’s Customer Relationship Management functionality, users can create and manage customer accounts. Apptivo users can add multiple contacts to a single account and create various follow up activities for the contacts. Through Apptivo’s Sales Module, users can manage and monitor their sales activity. This presentation gives a demonstration of customer accounts management with Apptivo. View more presentations from Puneet … Continue reading


Managing Sales Opportunities with Apptivo’s CRM capabilities

Posted by Puneet Yamparala

Apptivo provides Free CRM functionality, which allows users to manage customer accounts, sales opportunities, generate and manage sales leads, and keep track of all sales contacts. This presentation demonstrates Apptivo’s Sales opportunities management capabilities . Apptivo CRM Capabilities – Sales Opportunity Management Apptivo CRM Capabilities – Sales Opportunity Management from Puneet Yamparala View more presentations from apptivo.