Case Study: Apptivo Community launches mobile CRM access with Apptivo Mobile CRM

Apptivo Community launches mobile CRM with Apptivo, retaining over 90% of web app functionality

Apptivo, a CRM software vendor, developed a new mobile application for its user base, the Apptivo community. The challenge was to extend the functionality of its web-based CRM platform to mobile devices, allowing users to access key features while away from their desks.

The solution implemented by Apptivo was a native mobile CRM app for both Android and iOS, designed for phones and tablets. The app provided access to core CRM modules like contacts, leads, and opportunities, along with dashboard views, news feeds, and task management. Apptivo delivered the Android version immediately and awaited Apple's approval for the iOS version, ensuring over 90% of the web app's functionality was retained for a seamless user transition. This gave the community immediate mobile access to manage customer relationships on the go.