The entire lifecycle of the client is visible at the touch of a button.Īpptivo offers an intelligent dashboard that lets you monitor the performance of teams, individuals, and the business overall. From a single place, you can view everything associated with the client–work orders, delivery status, contact history, and much more. All the business apps link to the contact record. Include the information you value most, and get rid of irrelevant fields.
Like everything else in Apptivo, the contact record can be tailored to your preferences. Apptivo is the Goldilocks of CRMs–you can build the solution that`s just right for your business. You aren`t forced into a platform that`s too small either. That way, you`re not stuck with a solution that`s too large and complex. Pick the apps you need, and hide the apps you don`t. Combined with Apptivo’s CRM functionality, the platform becomes a one-stop-shop for retail and virtually any other industry.Īpptivo can do it all–if you want it to.
#HOW TO INSTALL ONEDRIVE FOR APPTIVO PLUS#
(Note that “apps” are Apptivo`s terms for business modules, not integrations with outside applications.)Īpptivo offers the standard set of CRM features for marketing, sales, customer service, and contact management plus dozens more apps, such as: įor example, if you`re an online retailer, you may want to add product management and supply chain apps to track your orders, inventory, and shipping. Staff can personalize their homepage, taskbar, and view, and can choose between a minimalist interface or an expansive view.īeyond the layout, Apptivo lets you build the functionality you need from its 60+ business apps. Investing a little time during setup allows you to get Apptivo customized for each user. If you want your employees to love the software, it needs to be personalized to the user`s needs and preferences. So, while your fingers may have to do some walking, you`ll always know where you`re going. However, the system is incredibly straightforward and easy to navigate. The interface is a little clunky and lacks some of the at-your-fingertips functionality you see with competitors like Pipedrive and Insightly. It also offers advanced contact management, reporting, and automation for all your departments.Īpptivo`s platform is easy to understand but not necessarily easy to use.
#HOW TO INSTALL ONEDRIVE FOR APPTIVO SOFTWARE#
You can add and subtract these apps as needed to build a custom software solution. In addition to CRM, it features over 60 native applications for commerce, supply chain, product development, and more. Apptivo is designed to be a cost-effective, end-to-end business solution.