Apptivo | One-Stop Solution for all your business needs
By: Nagan Baleo
Tags: All In One Platform, Project Management, Helpdesk, CRM, Crm Software

Prospecting Leads till Invoicing your clients — All-in-one Suite

Digitization has brought all of the processes onto our computers. But looking for applications that help in each process can get you flustered. When talking about businesses, many aspects go into running it successfully, like marketing, promotion, sales, customer service and so much more. Having to handle the complete operation can be a big task. Executing them in a simplified and organized manner can be greatly time-saving and increase your revenue by a mile. Apptivo has carefully compiled each process and brought them together in their software. With the set of native features and functionalities, the platform also allows you to integrate external software to create a streamlined method and generate more comprehensive reports.

Spreading the Word

CRM & Email Marketing

A key part of the business is getting your brand some attention. Understanding and achieving your customer needs and wants, increasing your sales, and refining your customer relations fall under the marketing umbrella. When designing an advert, creating a brochure, calling a press release, or launching your product, you are marketing. Spreading the name of your brand is marketing. There are many tools that you can use today to help in creating a marketing strategy. One such example is Apptivo. It has a wide assortment of applications to make your operations easy.

CRM : When dealing with your clients, creating an everlasting relationship is vital. This not only ensures customer retention but, in the long run, it can bring in up-selling/cross-selling and new opportunities. Customer Relationship Management software can help you manage your relations with existing customers and convert your leads into clients. Apptivo’s CRM also has bonus features such as email templates personalized for each customer.

When dealing with your clients, creating an everlasting relationship is vital. This not only ensures customer retention but, in the long run, it can bring in up-selling/cross-selling and new opportunities. Customer Relationship Management software can help you manage your relations with existing customers and convert your leads into clients. also has bonus features such as email templates personalized for each customer. Email Marketing : Performing email-blast is another common marketing practice. Sometimes when trying to sell enterprise-level products, advertisements are not enough. This is because most businesses know exactly what they’re looking for. But it is still important to get your brand out there. Broadcasting emails are an effective method. Apptivo supports a range of features with its email marketing application . You can create HTML/MJML email templates, and generate reports based on the response.

Performing email-blast is another common marketing practice. Sometimes when trying to sell enterprise-level products, advertisements are not enough. This is because most businesses know exactly what they’re looking for. But it is still important to get your brand out there. Broadcasting emails are an effective method. supports a range of features with its . You can create HTML/MJML email templates, and generate reports based on the response. Integrations: Apptivo aimed to offer a one-stop solution by integrating most of the commonly used applications that can comfort the business operation. For emails, calendars, and documents, Apptivo integrates with GSuite and Office365. Also, with so many communication channels, your clients and their updates can come from several sources. Apptivo’s sophisticated integrations allow you to automatically add lead details into the CRM applications and trigger actions.

Sales Pitch

Manage Sales Opportunities with Workflow Automation

Sales and marketing are closely related and are often mistaken for one another. Marketing is a process that leads to sales. Organizations have a team of salespeople that reach out to customers to make a sale. Keeping your sales team coordinated with each other and their superiors make them more efficient. You can do this using Apptivo. Use the variety of tools provided to assist your sales.

Pipeline Management : Once a deal is identified, it is vital to track them through a sales funnel. Apptivo’s pipeline management is a robust solution to track not only the pipeline but also the revenue forecast by your sales team with detailed analytics on win/loss/lead analysis to ensure an informed business decision.

Once a deal is identified, it is vital to track them through a sales funnel. Apptivo’s pipeline management is a robust solution to track not only the pipeline but also the revenue forecast by your sales team with detailed analytics on win/loss/lead analysis to ensure an informed business decision. Quotation Management : In a transaction, the first step is to send the intended price of the service. After this, negotiations can be done. A quotation software can help you make these estimates. Apptivo’s quotation management software is structured to maintain your products, their estimates, and the customers in a tabular, easily accessible manner.

In a transaction, the first step is to send the intended price of the service. After this, negotiations can be done. A quotation software can help you make these estimates. quotation management software is structured to maintain your products, their estimates, and the customers in a tabular, easily accessible manner. Integrations: When a deal is made, it has to be authenticated. But in a growing business, you can have foreign clients with no mode of physical contact. Apptivo foresaw this problem and quickly came to a partnership with Sign.co. This allows you to draw and transfer paperless eSignatures in the constantly digitizing world.

Nurturing Your Project

Gantt Chart view of a Project

A project goes through many stages in its lifetime. Generally, single or multiple teams work towards the completion of the project. If you are a large company, you may have teams in different countries working together. Controlling so many moving parts and keeping them in-sync with each other is an impossible task without a system. This is where Apptivo’s project management application comes in.

The tool is geared towards flawlessly carrying out a project from conception to completion. Apptivo uses Gantt charts to keep track of the progress, tables to view the tasks and color-coded priority levels of each task. The app also comes with features that allow you to create timelines for the lifecycle and set up task dependencies to efficiently prioritize tasks.

Integrations: The project management application comes integrated with Google Calendar and Google Tasks, keeping you regularly updated with your team’s tasks and oncoming deadlines. The Google Calendar also allows you to check the schedules of your team members so update meetings can be scheduled to encompass them.

Resolving Any Complaints

Ticketing/HelpDesk Management

Sometimes product malfunction or services aren’t what your customers expected. This can lead to problems. Being able to handle these quickly and efficiently is of paramount importance. Your customer service employees work around-the-clock to tend to these complaints. But with so many communication channels, it can be hard to keep track. Enter HelpDesk. A HelpDesk application is built to manage customer communication. All the complaints that your customers make are stored in a central location for easy access.

Apptivo’s HelpDesk software takes it a step further. The software uses time-stamped tickets to prioritize each complaint by time but also has a color-coded priority system. While supporting your customers, your staff must stay true to your company’s standards while solving your customers’ problems. The HelpDesk application is ideal for SLA management which will help you ensure that your customers get solutions that abide by your company policies. Helpdesk also has a progress tracker that can keep you and your employees constantly updated on any new developments that may have occurred.

Integrations: Sometimes manual entry of tickets can be overwhelming. For this reason, Apptivo integrates with GSuite, Office365, and Slack to automate the intake process.

Generating Your Receipt

Apptivo Billing Management

Today companies recommend other products based on previous purchases. So, even once the trade is complete, keeping a record of the sale, logging the details of the deal, and storing the customer information can be immensely beneficial for your company. For organizations with many clients, you will need a billing software to keep track of these receipts. Yes, a system to keep track of your transactions. Apptivo Invoices offers inherent billing software with the system. A wide range of features enhances the ease-of-use of the tool.

Invoicing : Easily create professional invoices with Apptivo’s invoicing application. After completing a sale, it is important to let your manager and team know about it. The invoicing software also enables you to perform detailed revenue reports and tax reports.

Easily create professional invoices with invoicing application. After completing a sale, it is important to let your manager and team know about it. The invoicing software also enables you to perform detailed revenue reports and tax reports. Expense Reports : Many times, for the completion of a project an external factor needs to be purchased. When this happens, your budgeting team must come together with the other team. An expense report must be drawn up to find out the investment potential in the purchase. Highly customizable expense reports can be generated using Apptivo .

Many times, for the completion of a project an external factor needs to be purchased. When this happens, your budgeting team must come together with the other team. An expense report must be drawn up to find out the investment potential in the purchase. Highly customizable expense reports can be generated using . Integrations: Apptivo’s invoicing application is integrated with Xero and Quickbooks. This helps you manage your bank account better and the transaction process seamless. Let Apptivo take care of your customer relations, while Xero and Quickbooks take care of your accounting. This allows you to concentrate on developing your products and prevent distractions from transaction problems. Since both software is cloud-based, you don’t even have to move a muscle when making a sale.

Meeting Adjourned

Looking for each of these apps separately can be difficult and compels your staff to learn each software separately, leading to a waste of time, energy, and resources. Instead, Apptivo brings them all together for a hassle-free setup and unified work. With this app, your team can concentrate on what they do best, while Apptivo takes care of everything else.