Real-World Case Studies and Customer Success Stories with Apptivo

Apptivo ERP and CRM helped Intellect Faces Consulting fix missed deadlines and poor communication. The firm used Apptivo to track sales leads, manage projects, and monitor employee work. Managers saw... less stress and better control over projects. Timesheets and invoice apps made tracking and billing easier. Intellect Faces now meets more deadlines and has higher customer satisfaction.
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Apptivo project management software helped Miner Technologies Web Design boost productivity and efficiency. The company used project templates to cut redundant work and track all project phases. Mana...gers now spot and fix delays early. This led to a 12% increase in profitability in 9 months. Employee productivity and deadline performance improved.
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Apptivo CRM Software helped Descon Engineering Limited improve its bidding process. Descon used to rely on spreadsheets, which made it hard to track bids and manage sales data. Apptivo integrated wit...h Office 365 and provided tools like the Customers App, Contacts App, and Opportunities App. This let Descon automate forms, track sales forecasts, and organize bids better. The company saw better productivity, improved conversion rates, and more accurate bidding. Descon now plans to use Apptivo in other group companies.
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Apptivo CRM helped CET Color, a US-based printer manufacturer, improve sales and support. CET Color faced issues with disconnected sales and marketing data, manual lead creation, and unsecured custom...er information. Apptivo provided integrated CRM apps to connect contacts, leads, and opportunities, automate lead capture, and secure data with role-based access. The new system improved sales process visibility, enabled faster invoicing, and allowed management to track sales team performance.
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Apptivo Loyalty App helped Big Train launch OnTrack Rewards™, a web-based loyalty program for foodservice operators. Big Train wanted to reward loyal customers, fight competition, and collect better ...market data. Apptivo built a custom solution with points tracking, certificate rewards, and admin controls. Within a year, signups far exceeded the 1,000 goal, with thousands of businesses and distributors joining. Big Train gained valuable customer data, leading to new product launches and improved customer relationships.
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Apptivo CRM helped MediPro organize customer data and track prospects in the sales pipeline. Before Apptivo, MediPro managed sales manually and struggled with unorganized data and asset tracking. App...tivo provided a CRM with integrated apps for contacts, leads, and opportunities. The new system streamlined the sales process and improved asset management. Real-time monitoring increased sales team efficiency and reduced compliance risks.
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Apptivo helped ideaHelix improve task management and collaboration. The company struggled to track activities as it grew. Apptivo integrated with G Suite to organize tasks and projects. Employees gai...ned better visibility and could prioritize work. Central dashboards and CRM features reduced missed activities and improved planning. Management now tracks time spent on projects and predicts resource needs more accurately.
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Apptivo and G Suite helped PB Legal Services, a small legal company in Thailand, cut software costs and boost productivity. The company replaced many expensive tools with one system that works for al...l five of their businesses. Staff now use a single platform, reducing paper use and hardware needs. Cloud backup solved their data loss worries. The team set up quickly with online support and training. PB Legal Services can now compete better with larger firms.
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Apptivo CRM helped Esser Hayes, a large insurance agency, centralize client data from multiple sources. The company faced challenges with scattered information and lacked a unified view of customers.... Apptivo integrated contacts, leads, and sales planning into one workflow. The CRM connected with Outlook and Gmail, improving calendar and email management. Esser Hayes now visualizes sales performance in real time and has streamlined processes, boosting user satisfaction and efficiency.
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Apptivo CRM helped HS Brands International improve communication and collaboration across marketing, sales, and support teams. The company faced challenges with disconnected data and poor sharing bet...ween departments. Apptivo provided integrated CRM apps for contacts, leads, opportunities, and financials. The solution enabled real-time tracking of sales opportunities and better management of customer data. HS Brands now organizes client information, schedules appointments, and generates detailed reports using Apptivo CRM.
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Apptivo CRM helped Steinar International fix sales process issues. Their old CRM could not track sales or sync with Microsoft Outlook. Apptivo integrated sales, contacts, and employee management. The... new system tracks leads, sales, and employee performance. Teams now have up-to-date contact info and better workflows. Sales and marketing are more consistent and efficient.
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Apptivo CRM and Finance apps helped DCS Telecom connect their business processes. Before, DCS Telecom struggled with tracking customer requests and linking work orders. Apptivo provided CRM, Contacts..., Customers, Cases, Work orders, Employee, and Financials apps. Now, DCS Telecom can record calls, schedule appointments, generate work orders, and send invoices all in one place. Outlook and Gmail integration keeps everyone updated. The new system improved operational efficiency and made customer data easy to access.
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Apptivo CRM and Finance apps helped Zeltiq automate invoice processing. Zeltiq faced slow, manual invoice handling and high costs. Apptivo provided an integrated solution with a supplier portal and a...utomated notifications. The new system let Zeltiq track invoices, view billing history, and reduce errors. Management gained real-time visibility and faster approvals, improving efficiency and cutting overhead costs.
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Apptivo CRM helped IRI, a market research company, create a transparent sales pipeline. IRI struggled to track opportunities and manage sales activities. Apptivo provided CRM apps for contacts, oppor...tunities, and employee management. The sales team can now track opportunities at every stage. Management uses dashboards to analyze won and lost deals. IRI logs all client conversations and meetings, improving team efficiency and knowledge sharing.
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