Apptivo includes project management tools to help businesses manage tasks, deadlines, and team collaboration.
Task Assignment and Tracking : Assign tasks to team members, set deadlines, and track progress.
Timesheets : Track time spent on projects, making it easy to monitor resource allocation.
Project Milestones : Define milestones to ensure timely delivery of the project and monitor progress toward key objectives.
4. Billing
Apptivo's billing features enable businesses to manage billing operations and maintain accurate financial records.
Invoice Generation : or hourly rates and send them directly from the CRM.
Payment Tracking – Track payments to ensure invoices are paid on time and manage overdue invoices.
Customizable Templates : Create custom invoice templates that reflect your brand identity.
5. Customer service management
Apptivo's customer service management tools make it chairman email list easy to effectively manage support requests and improve customer satisfaction.
Case Management : Manage and track support cases to ensure timely resolutions.
Knowledge Base : Build a knowledge base for customer self-service, reducing the need for support intervention.
Team Collaboration : Collaborate on cases with team members to improve support quality and response time.
6. Personalization and flexibility
Apptivo's customization options allow businesses to tailor the CRM to specific workflows and processes.
Custom Workflows – Customize workflows to automate routine tasks and improve operational efficiency.
Custom Fields and Modules – Create custom fields and modules to capture and organize unique data.