What users are saying about

Aptean CRM

2 Ratings

Dimelo

1 Ratings

Aptean CRM

2 Ratings
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Score 7.3 out of 101

Dimelo

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.
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Dimelo

It adapts very well for companies that are dedicated to serving their customers on a daily basis through support, solutions, or information. You can categorize messages and thus be able to assign each user depending on their abilities and needs. This allows you to monitor the results and thus be able to keep statistics of your progress in terms of the attention of users.
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Feature Rating Comparison

Sales Force Automation

Aptean CRM
4.4
Dimelo
8.9
Customer data management / contact management
Aptean CRM
7.0
Dimelo
9.0
Workflow management
Aptean CRM
5.0
Dimelo
9.0
Territory management
Aptean CRM
1.0
Dimelo
9.0
Opportunity management
Aptean CRM
7.0
Dimelo
9.0
Integration with email client (e.g., Outlook or Gmail)
Aptean CRM
6.0
Dimelo
9.0
Contract management
Aptean CRM
1.0
Dimelo
9.0
Quote & order management
Aptean CRM
6.0
Dimelo
9.0
Interaction tracking
Aptean CRM
5.0
Dimelo
9.0
Channel / partner relationship management
Aptean CRM
2.0
Dimelo
8.0

Customer Service & Support

Aptean CRM
6.5
Dimelo
8.3
Case management
Aptean CRM
7.0
Dimelo
9.0
Call center management
Aptean CRM
6.0
Dimelo
8.0
Help desk management
Aptean CRM
Dimelo
8.0

Marketing Automation

Aptean CRM
5.5
Dimelo
9.0
Lead management
Aptean CRM
6.0
Dimelo
9.0
Email marketing
Aptean CRM
5.0
Dimelo
9.0

CRM Project Management

Aptean CRM
2.7
Dimelo
8.3
Task management
Aptean CRM
4.0
Dimelo
9.0
Billing and invoicing management
Aptean CRM
1.0
Dimelo
8.0
Reporting
Aptean CRM
3.0
Dimelo
8.0

CRM Reporting & Analytics

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

Customization

Aptean CRM
6.5
Dimelo
9.0
Custom fields
Aptean CRM
10.0
Dimelo
9.0
Custom objects
Aptean CRM
3.0
Dimelo
9.0
Scripting environment
Aptean CRM
Dimelo
9.0
API for custom integration
Aptean CRM
Dimelo
9.0

Security

Aptean CRM
9.0
Dimelo
8.0
Single sign-on capability
Aptean CRM
9.0
Dimelo
8.0
Role-based user permissions
Aptean CRM
9.0
Dimelo
8.0

Social CRM

Aptean CRM
Dimelo
8.5
Social data
Aptean CRM
Dimelo
9.0
Social engagement
Aptean CRM
Dimelo
8.0

Integrations with 3rd-party Software

Aptean CRM
Dimelo
9.0
Marketing automation
Aptean CRM
Dimelo
9.0
Compensation management
Aptean CRM
Dimelo
9.0

Platform

Aptean CRM
Dimelo
8.0
Mobile access
Aptean CRM
Dimelo
8.0

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
  • Being able to unify all the messages we receive daily is easier.
  • It helps reduce time when giving answers and solutions to problems that arise.
  • Its interface is very simple and easy to understand.
  • You can add all customer interactions in digital channels and synchronize ticket information and customer profiles with your existing CRM
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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
  • For some users it can be a bit complicated and cumbersome.
  • It would be good to have a good user manual step by step to make it easier.
  • Without an internet connection it does not work.
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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
This application meets all the needs that the company faces today, and it is cheaper than other systems. This unified management solution allows you to provide quality customer service with a fast response speed, which has allowed me to win more customers to the company.
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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
  • It helps to reduce expenses in the company since you unify all your means of communications in a single system.
  • I can measure our support effectiveness with various indicators, easily compiling them to give me insight into how to improve our processes
  • I can effectively supervise service agents in real time and visualize their daily activities on a board, which allows me to improve every day.
luar lamas profile photo

Pricing Details

Aptean CRM

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

Dimelo

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