This report allows users to pinpoint their top employees, loss inflicting factors, and more.ĭashboard: The dashboard provides a comprehensive view of an individual executive as well as the team’s performance. Win/loss analysis: Users can seamlessly track their sales activity by using the Win/Loss analysis report. Google Drive integration: This enables users to add Google Docs to any project, contact, and more to Apptivo. Sync calendar and tasks: Allows users to sync their appointments and tasks between their Google and Apptivo accounts. Protect custom fields: Users can secure selections of fields by providing viewing access to only those team members that are required.Īdvanced searches: Customers can conduct tailored searches through their CRM dataĬustom views: Create your own custom view and churn out the most important information from the data.Ĭontact sharing: Users can sync business contact information which includes phone, email, and more between a Google account and Apptivo. Manually: Users can create leads manually by simply entering the most relevant data while on a call or amidst a marketing campaign.Ĭreate or remove fields: Customers can personalize the entire Master layout of Apptivo’s CRM by removing or adding fields at their convenience Web-to-Lead Form: The web-to-lead form allows users to embed forms into their website and automate the lead generation process when prospects give their contact information.Įmail to lead: Creates a lead automatically when people send an email to a particular object.ĬSV import: Users can import leads in bulk with CSV import and save valuable time.
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