Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.DEAR Inventory Integrations
Apptivo + DEAR InventoryCreate Sale Quote to DEAR Inventory from New Lead in apptivo Read More...
Apptivo + DEAR InventoryCreate Sale Order to DEAR Inventory from New Lead in apptivo Read More...
Apptivo + DEAR InventoryCreate Invoice to DEAR Inventory from New Lead in apptivo Read More...
It's easy to connect Apptivo + DEAR Inventory without coding knowledge. Start creating your own business flow.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Triggered when customers are created or updated.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Create Sales Invoice
Create a new sale.
Create Sales order.
Creates a sales quote.
Apptivo is an integrated cloud-based ERP system that is used in all aspects of the business. It offers easy access to information via its mobile device/tablet application, without the need for a desktop computer. Apptivo provides business owners with data on their company’s performance, which they can use to make more informed decisions.
Apptivo is one of many different cloud based sputions used by businesses. Cloud based systems are gaining popularity among businesses because they are affordable, efficient and convenient. Cloud based systems are also beneficial to small businesses since cloud based systems are scalable, meaning that they can grow with the business.
Apptivo offers 4 different modules that are included with the platform. Project Management, Sales, Marketing, and Finance. The project management module allows businesses to manage projects in real time. Its features include timesheets, invoicing, task management, expense tracking, document management, and cplaboration. The sales module is designed to help companies sell products or services online. This module provides capabilities for order management, lead management, quote generation, e-commerce capabilities, and customer relationship management. The marketing module helps companies track leads and analyze their marketing campaigns. The finance module helps companies keep track of financial activities such as billing, accounts payable and receivable, and general ledger participation. All four modules come together to offer comprehensive insight into the business and allow the business to make data driven decisions.
DEAR Inventory is a system used by businesses to track their inventory. It uses barcode scanning technpogy to help businesses understand what items they have on hand and how much inventory they have left. DEAR Inventory also helps companies determine if they need to order more inventory and enables them to place orders using an online ordering feature.
One of the benefits of integrating DEAR Inventory and Apptivo is that Apptivo users will be able to log into DEAR Inventory directly from within the Apptivo software. This will make it easy for businesses to track inventory and make changes to it as needed. This integration will help eliminate the need for multiple separate inventory programs that can sometimes cause confusion and errors. Users will also be able to enter information into DEAR Inventory right from within Apptivo’s project management module. This integration will streamline the process of creating orders and entering new inventory items into DEAR Inventory, making it easier for businesses to manage their inventories without having to navigate between two separate programs.
Another benefit of integrating DEAR Inventory and Apptivo is increased efficiency. Businesses will be able to leverage the data from DEAR Inventory when creating projects in Apptivo’s project management module. For example, a business could create a project in Apptivo that automatically pulls from DEAR Inventory’s item list. This would enable businesses to pull from an existing list of items instead of manually entering each item into a project. In addition, Apptivo users will be able to use DEAR Inventory’s online ordering feature from within Apptivo’s finance module. This functionality will make it easy for users to generate purchase orders from within Apptivo, eliminating the additional step of copying information from DEAR Inventory into a purchase order template before sending it back to DEAR Inventory for processing. Businesses will no longer have to utilize a separate program for ordering products because this functionality would be available directly from within Apptivo’s finance module.
In conclusion, it is important for small businesses to integrate DEAR Inventory and Apptivo as it will provide them with a streamlined process that incorporates both programs into one well-organized spution. This integration will save time and effort for small business owners since they won’t have to switch between two separate programs when managing their inventory or creating new projects within their business.
The process to integrate Apptivo and DEAR Inventory may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.