Case Study: all customers achieve improved CRM, project, marketing, and financial management with Apptivo

all customers get April 1, 2017 Apptivo updates with 2 status views and 4 product areas

The customer in this case study is Apptivo, a provider of CRM, project, marketing, and financial management software. Their challenge was to deliver a significant update to their platform that would enhance functionality across all of their applications for their entire user base.

The solution implemented by Apptivo was a comprehensive April 2017 release that introduced new features across its suite. These included tools for filtering customers by status, tracking unresponded opportunities and estimates, generating new cases reports, creating custom views in projects, managing a daily email quota, viewing detailed bounce reasons, and adding unsubscribe links to campaigns. As a result of this update, Apptivo provided all customers with a more potent and streamlined experience for managing customer relationships, projects, and marketing campaigns.