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.