Streamline your data management process with the CSV Online File + Apptivo CRM integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

Apptivo CRM is a cloud-based application suite designed to help small businesses manage a range of functions, including finance, human resources, and supply chain management.

The Aptivo CRM application offers companies lead management, a pipeline of opportunities with intuitive dashboards and versatile tools for workflow management, including marketing automation. Everything is fully accessible from your Android or iOS device and integrated with Office365 and G Suite.

The marketing applications offered by Aptivo include campaign management, lead segmentation, and loyalty management. Businesses can select the applications they need and omit the apps they don't need.