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2 Ratings
16 Ratings
2 Ratings
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Score 6.5 out of 101
16 Ratings
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Score 7.8 out of 101

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

OnePageCRM

OnePage is great for any company with a sales team. Onepage is great for lead tracking, and showing all communication in one place. Its timeline is easy to use and understand. OnePage also makes it easy to manage a sales team. Their reporting capabilities are excellent and it is a great way to track deals.
No photo available

Feature Rating Comparison

Sales Force Automation

Aptean CRM
4.4
OnePageCRM
9.2
Customer data management / contact management
Aptean CRM
7.0
OnePageCRM
9.3
Workflow management
Aptean CRM
5.0
OnePageCRM
9.1
Territory management
Aptean CRM
1.0
OnePageCRM
10.0
Opportunity management
Aptean CRM
7.0
OnePageCRM
9.7
Integration with email client (e.g., Outlook or Gmail)
Aptean CRM
6.0
OnePageCRM
10.0
Contract management
Aptean CRM
1.0
OnePageCRM
6.9
Quote & order management
Aptean CRM
6.0
OnePageCRM
10.0
Interaction tracking
Aptean CRM
5.0
OnePageCRM
9.0
Channel / partner relationship management
Aptean CRM
2.0
OnePageCRM
9.0

Customer Service & Support

Aptean CRM
6.5
OnePageCRM
9.4
Case management
Aptean CRM
7.0
OnePageCRM
9.4
Call center management
Aptean CRM
6.0
OnePageCRM
9.4
Help desk management
Aptean CRM
OnePageCRM
9.4

Marketing Automation

Aptean CRM
5.5
OnePageCRM
9.6
Lead management
Aptean CRM
6.0
OnePageCRM
9.8
Email marketing
Aptean CRM
5.0
OnePageCRM
9.4

CRM Project Management

Aptean CRM
2.7
OnePageCRM
9.7
Task management
Aptean CRM
4.0
OnePageCRM
10.0
Billing and invoicing management
Aptean CRM
1.0
OnePageCRM
Reporting
Aptean CRM
3.0
OnePageCRM
9.4

CRM Reporting & Analytics

Aptean CRM
5.3
OnePageCRM
9.7
Forecasting
Aptean CRM
4.0
OnePageCRM
10.0
Pipeline visualization
Aptean CRM
4.0
OnePageCRM
9.0
Customizable reports
Aptean CRM
8.0
OnePageCRM
10.0

Customization

Aptean CRM
6.5
OnePageCRM
9.6
Custom fields
Aptean CRM
10.0
OnePageCRM
8.4
Custom objects
Aptean CRM
3.0
OnePageCRM
10.0
Scripting environment
Aptean CRM
OnePageCRM
10.0
API for custom integration
Aptean CRM
OnePageCRM
10.0

Security

Aptean CRM
9.0
OnePageCRM
9.6
Single sign-on capability
Aptean CRM
9.0
OnePageCRM
9.3
Role-based user permissions
Aptean CRM
9.0
OnePageCRM
10.0

Integrations with 3rd-party Software

Aptean CRM
OnePageCRM
10.0
Marketing automation
Aptean CRM
OnePageCRM
10.0

Platform

Aptean CRM
OnePageCRM
9.7
Mobile access
Aptean CRM
OnePageCRM
9.7

Pros

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 profile photo

OnePageCRM

  • It uses a split screen: one half is your action stream, the other is for a selected contact. This is really helpful.
  • You can do mass actions-- like rescheduling a group of actions for another day.
  • "Tags" are a handy feature... it's sophisticated enough to trigger automated follow-ups in our mail service, Klaviyo
Bill Cummings profile photo

Cons

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 profile photo

OnePageCRM

  • The ability to interface with all or many VoIP services would be top of my priority list
  • Skype is not a favourite of mine, but Google hangouts is which is now included with OnePageCRM
  • The ability to create email templates would be good. I have a separate app for that, but it would be good to have it on board
Nigel Heaton profile photo

Alternatives Considered

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 profile photo

OnePageCRM

We use all these software for task management and email marketing. OnePage doesn't send out mass emails and we needed a more robust task management system, so we use SharpSpring and Asana as well.
No photo available

Return on Investment

Aptean CRM

  • Improved interaction with customers for incident management.
  • Greatly improved opportunity management.
  • Lead management for marketing is improved and centralized.
Craig Cormier profile photo

OnePageCRM

  • OnePage has helped with time efficiency for the sales team. Because OnePage is so easy to use and manage, our sales team can spend more time selling and less time working with the system.
  • OnePage is great for organization. It helps us track our daily schedules/tasks and shows all communication clearly in one place.
No photo available

Pricing Details

Aptean CRM

General

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

OnePageCRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

Likelihood to Recommend

Aptean CRM
6.0
OnePageCRM
7.7

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