Projects
Freshby Apptivo
Task lists, milestone scheduling, and time entry logging tied to customer or opportunity recordsTeams doing deliverable-based work who need lightweight project tracking without leaving the CRM context
Task and milestone tracking with timesheet logging for project-based work.
Features
Custom Workflowsall plansCustom Fields Per Appall plansCustom Dashboardsall plansAPI Integrationsall plansSOC2 Type II Certificationall plansMobile App (On The Go)all plansTerritory Managementpaid onlySLA Managementpaid onlyDedicated Account Managerenterprise onlyEnterprise Integrationsenterprise only
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Lead and opportunity pipeline management with contact records, deal stages, contracts, and territory routing
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Inbound ticket creation, assignment, and resolution tracking with SLA enforcement
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Work order creation, technician dispatch, and job status tracking via mobile app
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Email campaign authoring, audience segmentation, send scheduling, and open/click reporting
- Supply Chain
PO creation, inventory quantity management, and order-to-shipment fulfillment tracking
- Financials
Invoice and estimate creation, expense capture, payment logging, and basic ledger reporting