Nutshell + Apptivo Integrations

A Nutshell is an online software-as-a-service (SaaS. company. It was founded in 2009 by Chris Savage, CEO, and Matthew Maziarz, president, who previously founded EatMyShorts.com. It offers a free version of its product to smaller companies.

Nutshell offers the fplowing products:

• CRM - Customer Relationship Management
• Project Management
• Time Tracking
• Expense Tracking
• Inventory Tracking
• Document Management
• Partner Management

Apptivo is an online accounting software for small businesses. It was founded by Jyoti Bansal in 2012. Apptivo is built on the Microsoft Dynamics platform. Apptivo also offers a free version of its product to smaller companies.

Integration of Nutshell and Apptivo

Nutshell integrated with Apptivo will give the business users an end-to-end spution that will enable them to manage their operations efficiently. The integration will allow the business users to access all the information about their customers through one system which will be more efficient than the two systems separately.

Integration between Nutshell and Apptivo functions as fplows:

• Appointment Scheduling - When a customer calls on Appointment Scheduling, it will automatically link with CRM, Project Management, Time Tracking, Expense Tracking, Inventory Tracking and Document Management. CRM gives information about the customer. Project Management gives information about the project that the customer is interested in. Time Tracking allows to capture time spent by employees working on the project. Expense Tracking captures expenses made on the project including travel expenses. Inventory Tracking captures inventory of materials used on the project. Document Management gives documents related to the project such as contracts etc.
• Billing & Invoicing - If a new bill or invoice has to be sent to customer, it will automatically link with CRM, Project Management, Time Tracking, Expense Tracking, Inventory Tracking and Document Management. CRM gives information about the customer. Project Management gives information about the project that customer was invoiced for. Time Tracking allows to capture time spent by employees working on the project. Expense Tracking captures expenses made on the project including travel expenses. Inventory Tracking captures inventory of materials used on the project. Document Management gives documents related to the project such as contracts etc. These fields are a part of a billing form and invoice form respectively.
• Service Request - When a customer opens a service request, it will automatically link with CRM, Project Management, Time Tracking, Expense Tracking, Inventory Tracking and Document Management. CRM gives information about the customer. Project Management gives information about the project where customer has raised a request. Time Tracking allows to capture time spent by employees working on the project. Expense Tracking captures expenses made on the project including travel expenses. Inventory Tracking captures inventory of materials used on the project. Document Management gives documents related to the project such as contracts etc. These fields are a part of a service request form and a service invoice form respectively.
• Technical Support – When a customer raises a technical support call, it will automatically link with CRM, Project Management, Time Tracking, Expense Tracking, Inventory Tracking and Document Management. CRM gives information about the customer such as his profile information, purchase history , subscription details etc . Project Management gives information about the project where customer has raised a request . Time Tracking allows to capture time spent by employees working on the project . Expense Tracking captures expenses made on the project including travel expenses . Inventory Tracking captures inventory of materials used on the project . Document Management gives documents related to the project such as contracts etc . These fields are a part of a technical support form and service invoice form respectively .
• Relationship Management – When a customer calls on Relationship Management, it will automatically link with CRM, Project Management, Time Tracking, Expense Tracking, Inventory Tracking and Document Management . CRM gives information about the customer such as his profile information , purchase history , subscription details etc . Project Management gives information about the project where customer has raised a request . Time Tracking allows to capture time spent by employees working on the project . Expense Tracking captures expenses made on the project including travel expenses . Inventory Tracking captures inventory of materials used on the project . Document Management gives documents related to the project such as contracts etc . These fields are included in relationship management contact form and relationship management invoice form respectively .
• Partners – When a partner is added or removed from account or when partners are merged or split , it will automatically link with CRM , Project Management , Time Tracking , Expense Tracking , Inventory Tracking and Document Management . CRM gives information about partners such as partner name , company name , address , phone number etc . Project Management gives information about projects that particular partner is working on . Time Tracking allows to capture time spent by employees working on these projects . Expense Tracking captures expenses made using this partner . Inventory tracking captures inventory of materials used using this partner . Document management gives documents related to this partner such as contracts etc . These fields are included in partner contact form , partner services form , partner invoice form and partner account form respectively .

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