Apptivo CRM setup
Budget: $30 – $250 USD
Transferring from 17Hats, Smartsheets to Apptivo
We will need the following setup:
Transfer contacts from 17Hats to Apptivo
3 Users and privileges setup
Templates (already made)
Automation and workflows (time and event triggers)
Google Form to create new contact integration
Google Form to update notes/description in contact
Set up with payments, invoicing, quotes, receipts, esign contracts
Ability to make relationships with contacts
Email integrations (3 emails)
Phone calling and texting
We will need the following setup:
Transfer contacts from 17Hats to Apptivo
3 Users and privileges setup
Templates (already made)
Automation and workflows (time and event triggers)
Google Form to create new contact integration
Google Form to update notes/description in contact
Set up with payments, invoicing, quotes, receipts, esign contracts
Ability to make relationships with contacts
Email integrations (3 emails)
Phone calling and texting
Related categories:
CRM