Aptean CRM

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Aptean CRM	Score 8.8 out of 10	N/A	CDC Software (CDC) and Consona Corporation (Consona), both enterprise application software (EAS) providers of on-premise and cloud technologies to form Aptean in 2012. Onyx supports more than 1,700 mid-market and enterprise customers in approximately 50 countries. While Onyx is largely known for its on-premise horizontal customer relationship management software suite, it also provides industry specific versions for the healthcare, financial services, professional services, contact center, high…	N/A

Pricing

Aptean CRM

Editions & Modules

No answers on this topic

Offerings

Pricing Offerings
Aptean CRM
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No

Entry-level Setup Fee

No setup fee

Additional Details

—

More Pricing Information

Community Pulse
	Aptean CRM
Considered Both Products	Aptean CRM DJ Daniel Jhoseph Digital Marketing & eCommerce Manager Chose Aptean CRM My expectations with Salesforce.com were quite high but it was a useless tool as it didn’t concede the nature of our work and had not had enough features to make our work manageable and we have witnessed no change in our customer relationship management but on the other side if … Incentivized Helpful? Craig Cormier IT Manager Chose 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 … Incentivized Helpful?

Features

Aptean CRM

Sales Force Automation

Comparison of Sales Force Automation features of Product A and Product B
	Aptean CRM 9.2 Ratings 15% above category average
Customer data management / contact management	10.00 Ratings
Workflow management	9.00 Ratings
Territory management	9.00 Ratings
Opportunity management	9.00 Ratings
Integration with email client (e.g., Outlook or Gmail)	9.00 Ratings
Contract management	10.00 Ratings
Quote & order management	9.00 Ratings
Interaction tracking	9.00 Ratings
Channel / partner relationship management	9.00 Ratings

Customer Service & Support

Comparison of Customer Service & Support features of Product A and Product B
	Aptean CRM 9.7 Ratings 23% above category average
Case management	9.00 Ratings
Call center management	10.00 Ratings
Help desk management	10.00 Ratings

Marketing Automation

Comparison of Marketing Automation features of Product A and Product B
	Aptean CRM 9.5 Ratings 20% above category average
Lead management	10.00 Ratings
Email marketing	9.00 Ratings

CRM Project Management

Comparison of CRM Project Management features of Product A and Product B
	Aptean CRM 9.0 Ratings 15% above category average
Task management	10.00 Ratings
Billing and invoicing management	9.00 Ratings
Reporting	8.00 Ratings

CRM Reporting & Analytics

Comparison of CRM Reporting & Analytics features of Product A and Product B
	Aptean CRM 9.0 Ratings 15% above category average
Forecasting	9.00 Ratings
Pipeline visualization	9.00 Ratings
Customizable reports	9.00 Ratings

Customization

Comparison of Customization features of Product A and Product B
	Aptean CRM 9.0 Ratings 15% above category average
Custom fields	9.00 Ratings
Custom objects	9.00 Ratings
Scripting environment	9.00 Ratings
API for custom integration	9.00 Ratings

Security

Comparison of Security features of Product A and Product B
	Aptean CRM 8.5 Ratings 1% above category average
Single sign-on capability	9.00 Ratings
Role-based user permissions	8.00 Ratings

Social CRM

Integrations with 3rd-party Software

Comparison of Integrations with 3rd-party Software features of Product A and Product B
	Aptean CRM 9.5 Ratings 23% above category average
Marketing automation	10.00 Ratings
Compensation management	9.00 Ratings

Platform

Comparison of Platform features of Product A and Product B
	Aptean CRM 9.0 Ratings 16% above category average
Mobile access	9.00 Ratings

Best Alternatives
	Aptean CRM
Small Businesses	Salesmate Score 10.0 out of 10
Medium-sized Companies	Creatio Score 9.3 out of 10
Enterprises	Creatio Score 9.3 out of 10
All Alternatives	View all alternatives

User Ratings
	Aptean CRM
Likelihood to Recommend	9.0 (0 ratings)
Usability	9.0 (0 ratings)
Support Rating	9.0 (0 ratings)

User Testimonials
	Aptean CRM
Likelihood to Recommend	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. Incentivized Craig Cormier IT Manager Read full review
Pros	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 Incentivized Craig Cormier IT Manager Read full review
Cons	I was expecting some more flexibility in it. Its customer support is highly non-vigilant and should learn how to work responsibly. Incentivized DJ Daniel Jhoseph Digital Marketing & eCommerce Manager Read full review
Usability	Its simple yet full-fledged interface is doing wonders in making our work time- effective. It is not just cost-effective but the marketing automation and sales force automation has proved very beneficial for us. By the grace of its reports, we can analyze intricacies. Incentivized DJ Daniel Jhoseph Digital Marketing & eCommerce Manager Read full review
Support Rating	Apean CRM gives adaptability in working hours to timetables and they give client service all day, every day. This application has progressed highlights CRM, Distribution of the executives, announcing/investigation. Thing and Support are simple to utilize and easy to adjust subject to the business. Modify reports and structures we can associate with no issue. Incentivized DJ Daniel Jhoseph Digital Marketing & eCommerce Manager Read full review
Alternatives Considered	My expectations with Salesforce.com were quite high but it was a useless tool as it didn’t concede the nature of our work and had not had enough features to make our work manageable and we have witnessed no change in our customer relationship management but on the other side if I look at Aptean then it is far beyond words in its working capabilities. Incentivized DJ Daniel Jhoseph Digital Marketing & eCommerce Manager Read full review
Return on Investment	This is its other major feature that I consider as its strength as Salesforce automation helps in saving time. I am highly invigorated by the working capacity and the way it manages customer relations. It lacks Mobile access and any kind of web portal and it is a major drawback. Incentivized DJ Daniel Jhoseph Digital Marketing & eCommerce Manager Read full review
ScreenShots