Apptivo

Capture lead via web form.

Auto-assign to rep via Territory Management.

Generate quote using price list module.

Client signs via native E-Signature.

Convert quote to invoice and trigger payment link.

Define multi-warehouse stock levels.

Set re-order points for automated PO generation.

Track vendor performance via the Supplier portal.

Receive goods via mobile app barcode scanning.

Update inventory levels in real-time across all sales channels.

Create work order from a customer service ticket.

Schedule technician based on availability calendar.

Technician accesses work order via mobile app.

Capture photos and customer signature on-site.

Sync completed work order back to billing for instant invoicing.

Set up project with defined milestones and tasks.

Assign team members to specific task lists.

Employees log time via the Timesheet module.

Automate invoice generation based on approved hours.

Track project profitability vs. budget in the dashboard.

Aggregate emails into the Cases module.

Set SLA timers for response and resolution.

Route cases to specialized support tiers.

Use Knowledge Base integration for rapid resolution.

Close case and trigger customer satisfaction survey.