What users are saying about

Aptean CRM

2 Ratings

Custora

1 Ratings

Aptean CRM

2 Ratings
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Score 7.3 out of 101

Custora

1 Ratings
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Score 9 out of 101

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Likelihood to Recommend

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 profile photo

Custora

I think Custora is a great fit for B2C companies that are trying to take their relationship marketing programs to the next level and outside of basic segmentation. It's a great platform to consolidate all customer, order history, and campaign history type data into one platform to obtain a 360 degree view of the customer.Additionally I would say, if an organization is resource constrained from an analytics perspective, the platform also makes great sense to invest in. It provides out of the box predictive analytics, and custom lifecycle triggers to align a retention marketing program around. Outside of the upfront work to get the platform up and running, it's very marketer friendly to utilize
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Feature Rating Comparison

Sales Force Automation

Aptean CRM
4.4
Custora
8.5
Customer data management / contact management
Aptean CRM
7.0
Custora
9.0
Workflow management
Aptean CRM
5.0
Custora
8.0
Territory management
Aptean CRM
1.0
Custora
8.0
Opportunity management
Aptean CRM
7.0
Custora
Integration with email client (e.g., Outlook or Gmail)
Aptean CRM
6.0
Custora
9.0
Contract management
Aptean CRM
1.0
Custora
Quote & order management
Aptean CRM
6.0
Custora
Interaction tracking
Aptean CRM
5.0
Custora
Channel / partner relationship management
Aptean CRM
2.0
Custora

Customer Service & Support

Aptean CRM
6.5
Custora
Case management
Aptean CRM
7.0
Custora
Call center management
Aptean CRM
6.0
Custora

Marketing Automation

Aptean CRM
5.5
Custora
Lead management
Aptean CRM
6.0
Custora
Email marketing
Aptean CRM
5.0
Custora

CRM Project Management

Aptean CRM
2.7
Custora
Task management
Aptean CRM
4.0
Custora
Billing and invoicing management
Aptean CRM
1.0
Custora
Reporting
Aptean CRM
3.0
Custora

CRM Reporting & Analytics

Aptean CRM
5.3
Custora
Forecasting
Aptean CRM
4.0
Custora
Pipeline visualization
Aptean CRM
4.0
Custora
Customizable reports
Aptean CRM
8.0
Custora

Customization

Aptean CRM
6.5
Custora
9.0
Custom fields
Aptean CRM
10.0
Custora
9.0
Custom objects
Aptean CRM
3.0
Custora
9.0
API for custom integration
Aptean CRM
Custora
9.0

Security

Aptean CRM
9.0
Custora
Single sign-on capability
Aptean CRM
9.0
Custora
Role-based user permissions
Aptean CRM
9.0
Custora

Integrations with 3rd-party Software

Aptean CRM
Custora
9.0
Marketing automation
Aptean CRM
Custora
9.0

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
Craig Cormier profile photo
  • Very clean user interface that allows a non-technical marketer to set up detailed segments for outbound marketing campaigns
  • Lifecycle triggers that are automatically programmed to set up triggered campaigns. One of the big benefits here is that they are individualized based off of a cusotmer's past purchase patterns
  • Reporting and analytics dashboards are great and allow a team that is resource constrained to quickly gauge status of customer retention
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Cons

  • 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 profile photo
  • Currently there are limitations with the number of personas that can be built in the instance, it would be great to have more flexibility here
  • We occasionally see issues with lists delivered to our ESP from the platform. Not a major problem, but could be an area of improvement
No photo available

Alternatives Considered

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 profile photo
Bluecore was a solid platform, but Custora is differentiated in that it provides individualized triggers for customers based on their past purchase history
No photo available

Return on Investment

  • Improved interaction with customers for incident management.
  • Greatly improved opportunity management.
  • Lead management for marketing is improved and centralized.
Craig Cormier profile photo
  • Overall we have been able to increase the mix of triggered related revenue in email from 20% to 50% of total revenue after implementing Custora's lifecycle triggers
  • We've also seen one off email tests with incremental conversion rates up to 75% when utilizing Custora personas to personal communications
No photo available

Pricing Details

Aptean CRM

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

Custora

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Additional Pricing Details