The CRM integrates with a number of different 3rd party applications.
G Suite for Business
This is the most integrated solution which requires a G Suite for Business account. The CRM and G Suite makes running your business even more efficient by integrating various applications you use daily. It makes it simple to keep all your G Suite data synced.
- Contact Sharing – Share contacts among your whole company or only with individual employees. Two-way sync.
- Calendar Sync– Two-way sync between Google calendar and the CRM's calendar.
- Documents – Attach a Google Document to a record inside Apptivo.
- Task Sync – Sync tasks between the CRM and Google. Tasks will be grouped by projects as well.
To learn more about all the features above, click here.
The CRM lets you collect online payments through PayPal, Authorize.net and Zipmark for your online invoices. Users send the invoice over to the customers and customers can then select which portal they would like to pay through. Click to setup payment.
Directly integrate your Dropbox with the CRM. Attach relevant documents to each object or add them into the general Documents App. Learn more about Dropbox integration here.