This is where business starts, building relationships with your contacts. Apptivo provides a single shared location where your complete contact history can be stored - including general info like phone numbers & addresses, email history, past notes, relevant files, or even custom data. Leverage our excellent search & organization capabilities to form custom lists of your contacts. Take action on these lists with bulk editing capabilities, custom reporting, and mass emailing. One primary role of a CRM is to keep you organized. Access a central agenda which keeps track of every task, and reminds you when work needs to get done. Check out our unified agenda which cross-prioritizes activities across all areas of your business.
Without the sale, there is no business. Intake sale leads from your website, import lists of companies, or manually input a lead when on the phone. The last major component of the Apptivo CRM is customer support. More than ever, today's customers demand top quality service. The Cases App allows you to track inquiries & problems from your customers from start to finish. Support agents will love the email template system, while managers can get excited about the SLA rules which enforce timely resolutions to every ticket.
Every email sent & received is automatically tracked against your contacts. Supports canned responses & bulk mail to streamline all communications. Every business has unique needs their CRM tool must support. Create an unlimited number of custom fields, generate custom reports, and even disable certain features entirely. All wrapped around a multitude of security settings that provide administrators total control of their data. Imagine checking a single location for 100% of your data related to any customer. Apptivo's 360 degree feature allows you to quickly locate any relevant business data for an account. A classic CRM system has a list of accounts with contact history, general details, and past sales. Apptivo takes a more holistic approach, showing a full history of invoices, quotes, work orders, projects, support tickets. Everything needed to make fast & informed business decisions.
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