What users are saying about
1 Ratings
4 Ratings
1 Ratings
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Score 9 out of 100
4 Ratings
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Score 6.1 out of 100

Likelihood to Recommend

17hats

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Marli Espinales | TrustRadius Reviewer

Aptean CRM

This is a solid basic platform. It's not Salesforce but it IS integrated with IntuitiveERP and is included in the price. For the cost, you certainly can't get this type of functionality in other small CRM packages. If you have IntuitiveERP already and are looking to move towards a CRM package it's certainly a way to help you get your footing before deciding you need a larger scale package, but I don't know that you'd want to invest in Intuitive JUST for their CRM cycle.
Craig Cormier | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
Aptean CRM
4.4
Customer data management / contact management
17hats
9.0
Aptean CRM
7.0
Workflow management
17hats
9.0
Aptean CRM
5.0
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Aptean CRM
6.0
Contract management
17hats
10.0
Aptean CRM
1.0
Quote & order management
17hats
10.0
Aptean CRM
6.0
Interaction tracking
17hats
8.0
Aptean CRM
5.0
Territory management
17hats
Aptean CRM
1.0
Opportunity management
17hats
Aptean CRM
7.0
Channel / partner relationship management
17hats
Aptean CRM
2.0

Customer Service & Support

17hats
8.0
Aptean CRM
6.5
Case management
17hats
8.0
Aptean CRM
7.0
Call center management
17hats
Aptean CRM
6.0

Marketing Automation

17hats
8.0
Aptean CRM
5.5
Lead management
17hats
8.0
Aptean CRM
6.0
Email marketing
17hats
Aptean CRM
5.0

CRM Project Management

17hats
9.5
Aptean CRM
2.7
Task management
17hats
9.0
Aptean CRM
4.0
Billing and invoicing management
17hats
10.0
Aptean CRM
1.0
Reporting
17hats
Aptean CRM
3.0

Customization

17hats
8.0
Aptean CRM
6.5
Custom fields
17hats
8.0
Aptean CRM
10.0
Custom objects
17hats
Aptean CRM
3.0

Security

17hats
9.5
Aptean CRM
9.0
Single sign-on capability
17hats
10.0
Aptean CRM
9.0
Role-based user permissions
17hats
9.0
Aptean CRM
9.0

Integrations with 3rd-party Software

17hats
8.0
Aptean CRM
Marketing automation
17hats
8.0
Aptean CRM

Platform

17hats
8.0
Aptean CRM
Mobile access
17hats
8.0
Aptean CRM

CRM Reporting & Analytics

17hats
Aptean CRM
5.3
Forecasting
17hats
Aptean CRM
4.0
Pipeline visualization
17hats
Aptean CRM
4.0
Customizable reports
17hats
Aptean CRM
8.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Aptean CRM

  • Simple: it isn't too convoluted with too many features
  • Flexible: user-defined fields are able to be added to every segment of both opportunities and incidents
  • Dynamic: Integrates with the existing ERP system to pass customer and vendor data back and forth
Craig Cormier | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

Aptean CRM

  • There is currently no web portal or mobile front for this CRM package
  • The simplicity sometimes can be a hindrance to deeper data dives.
  • The tracking of contacts if a bit complicated as far as database design goes, making cross-platform integration more difficult.
Craig Cormier | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 1 answer
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Marli Espinales | TrustRadius Reviewer

Aptean CRM

No score
No answers yet
No answers on this topic

Alternatives Considered

17hats

No answers on this topic

Aptean CRM

IntuitiveERP included this CRM package with our license, so there was no extra cost to implement it. Salesforce is expensive so we felt that we could use this package to justify our need for CRM by implementing this package, and if it was improving our sales we could say that a larger package would give the ROI we expect.
Craig Cormier | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

Aptean CRM

  • Improved interaction with customers for incident management.
  • Greatly improved opportunity management.
  • Lead management for marketing is improved and centralized.
Craig Cormier | TrustRadius Reviewer

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Aptean CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

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