What users are saying about

Aptean CRM

2 Ratings

OnePageCRM

12 Ratings

Aptean CRM

2 Ratings
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Score 7.3 out of 101

OnePageCRM

12 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

OnePageCRM

I have a very simplistic use for CRM and I don't like ones that are complicated or too expensive for a solus user.
OnePageCRM is a GTD (Getting Things Done) system which is intuitive and easy to get started without loads of complicated configuration.
Nigel Heaton profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

Aptean CRM
5.5
OnePageCRM
8.5
Lead management
Aptean CRM
6.0
OnePageCRM
9.0
Email marketing
Aptean CRM
5.0
OnePageCRM
8.0

CRM Project Management

Aptean CRM
2.7
OnePageCRM
9.0
Task management
Aptean CRM
4.0
OnePageCRM
10.0
Billing and invoicing management
Aptean CRM
1.0
OnePageCRM
Reporting
Aptean CRM
3.0
OnePageCRM
8.0

CRM Reporting & Analytics

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

Customization

Aptean CRM
6.5
OnePageCRM
Custom fields
Aptean CRM
10.0
OnePageCRM
Custom objects
Aptean CRM
3.0
OnePageCRM

Security

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

Platform

Aptean CRM
OnePageCRM
9.0
Mobile access
Aptean CRM
OnePageCRM
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
  • Keep tabs on deals in progress
  • The work stream is great and it's easy to use
  • Forces next steps to be scheduled. Again, it has an intuitive interface which means that the "getting things done" principals are easy to use
  • Allows dialing and emailing directly from the software
Nigel Heaton profile photo

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
  • 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

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
Again, my review is based upon my desire for an easy life using a CRM. I have little doubt that OnePageCRM would be configurable for most applications, sophisticated or not. For sales, the way OnePageCRM uses the GTD (Getting Things Done) principal is key to the success I've had with it and what sets it apart from many other programs.
Nigel Heaton profile photo

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
  • The thing is, GTD seems to work well for me and ensures that I don't forget to follow up which is the number one failure in sales prospecting. So, the ROI is obviously good.
Nigel Heaton 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

OnePageCRM

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