How to Build Your Own Apptivo

Track invoices, expenses, and financial reports with automated bookkeeping.

Record and categorize business expenses with receipt scanning and approval workflows.

Generate income statements, balance sheets, and cash flow reports automatically.

Create, send, and track invoices with customizable templates and payment reminders.

Handle transactions and reporting in multiple currencies with automatic conversion.

Manage customer relationships, track interactions, and monitor sales pipelines.

Capture, qualify, and nurture leads through automated workflows and campaigns.

Automatically score and prioritize leads based on engagement and behavior.

Create professional quotes and convert them to invoices or sales orders.

Visualize and manage sales opportunities through customizable pipeline stages.

Import, export, and perform bulk actions on contacts, leads, and transactions.

Synchronize calendars with Google Calendar, Outlook, and other calendar applications.

Access pre-built templates for invoices, contracts, and business documents.

Plan, track, and collaborate on projects with tasks, timelines, and resource allocation.

Create, assign, and track tasks with priority levels and due dates.

Log billable hours, track project time, and generate time reports for clients.

Generate insights with dashboards, charts, and custom analytics reports.

Track KPIs, sales metrics, and business performance indicators in real-time.

Store, organize, and share business documents with version control and permissions.

Share files, communicate, and coordinate work with team members in real-time.

Link emails directly to contacts and opportunities for complete communication history.

Create and save reusable email templates for customer communications.

Connect third-party applications and build custom integrations via REST API.

Send real-time event notifications to external applications when data changes.