What users are saying about

Aptean CRM

2 Ratings

ONTRAPORT

26 Ratings

Aptean CRM

2 Ratings
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Score 7.3 out of 101

ONTRAPORT

26 Ratings
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Score 7.5 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

ONTRAPORT

If you have multiple offers, or points of entry where you generate leads, I like ONTRAPORT a lot. You can build out centralized campaigns which make it very easy to manage your messaging and monitor performance. They're also good for multiple users, as each user can customize the interface to suit. I don't really like ONTRAPORT for a CRM though.
Jeremy Estes profile photo

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

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

Security

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

Email & Online Marketing

Aptean CRM
ONTRAPORT
7.3
WYSIWYG email editor
Aptean CRM
ONTRAPORT
7.6
Dynamic content
Aptean CRM
ONTRAPORT
7.6
Ability to test dynamic content
Aptean CRM
ONTRAPORT
8.3
Landing pages
Aptean CRM
ONTRAPORT
6.7
A/B testing
Aptean CRM
ONTRAPORT
3.7
Mobile optimization
Aptean CRM
ONTRAPORT
7.0
Email deliverability
Aptean CRM
ONTRAPORT
6.9
List management
Aptean CRM
ONTRAPORT
8.4
Triggered drip sequences
Aptean CRM
ONTRAPORT
9.1

Lead Management

Aptean CRM
ONTRAPORT
7.9
Lead nurturing
Aptean CRM
ONTRAPORT
8.3
Lead scoring and grading
Aptean CRM
ONTRAPORT
7.6
Data quality management
Aptean CRM
ONTRAPORT
7.3
Automated sales alerts and tasks
Aptean CRM
ONTRAPORT
8.2

Campaign Management

Aptean CRM
ONTRAPORT
5.6
Calendaring
Aptean CRM
ONTRAPORT
6.2
Event/webinar marketing
Aptean CRM
ONTRAPORT
5.0

Social Media Marketing

Aptean CRM
ONTRAPORT
7.1
Social sharing and campaigns
Aptean CRM
ONTRAPORT
7.1
Social profile integration
Aptean CRM
ONTRAPORT
7.2

Reporting & Analytics

Aptean CRM
ONTRAPORT
8.3
Dashboards
Aptean CRM
ONTRAPORT
7.8
Standard reports
Aptean CRM
ONTRAPORT
8.0
Custom reports
Aptean CRM
ONTRAPORT
9.0

Platform & Infrastructure

Aptean CRM
ONTRAPORT
7.8
API
Aptean CRM
ONTRAPORT
8.0
Role-based workflow & approvals
Aptean CRM
ONTRAPORT
8.0
Customizability
Aptean CRM
ONTRAPORT
8.8
Integration with Salesforce.com
Aptean CRM
ONTRAPORT
7.3
Integration with Microsoft Dynamics CRM
Aptean CRM
ONTRAPORT
7.3
Integration with SugarCRM
Aptean CRM
ONTRAPORT
7.3

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
  • Create a lead gen funnel from lead magnets, landing page, email sequence quickly and as custom as you want
  • Landing page builder really works, good combination of fast and easy plus customisable
Matt Knight 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
  • There is heaps of training material and a lot of articles but perhaps some more video step by steps would be good.
  • Overall it's great not much to change!
Matt Knight profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
ONTRAPORT9.1
Based on 8 answers
We are fully vested in ONTRAPORT and continue to realize how it can help us with tasks, affiliates/partners, tracking, WordPress integration and upsells.
Chris Castillo profile photo

Usability

No score
No answers yet
No answers on this topic
ONTRAPORT7.8
Based on 3 answers
The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes.When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.
Eric Foronjy profile photo

Performance

No score
No answers yet
No answers on this topic
ONTRAPORT7.7
Based on 4 answers
World class features on a simple to use, customizable platform
Chad Root profile photo

Support

No score
No answers yet
No answers on this topic
ONTRAPORT9.0
Based on 3 answers
6 plus years and going strong
Chad Root profile photo

In-Person Training

No score
No answers yet
No answers on this topic
ONTRAPORT9.1
Based on 1 answer
I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.
David Jaeger profile photo

Implementation

No score
No answers yet
No answers on this topic
ONTRAPORT9.1
Based on 2 answers
If you know your business, ONTRAPORT is easy
Chad Root 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
I really liked the robust features presented in a way that made sense to me. I needed a higher level system that I could understand how to use with little or no ramp-up time.
Jen Levitz profile photo

Scalability

No score
No answers yet
No answers on this topic
ONTRAPORT8.2
Based on 1 answer
With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.
Jen Levitz 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
  • At least 30% uptick in my service business due to strong reliable delivery of lead magnets building authority
  • So much potential for more as I have just bought a couple of traffic websites and will be getting way more focused on my funnel in 2017
Matt Knight profile photo

Pricing Details

Aptean CRM

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

ONTRAPORT

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
ONTRAPORT Editions & Modules
ONTRAPORT
Edition
Pro
$2971
Team
$5972
Basic
$793
1. per month with 2 users (up to 25,000 contacts)
2. per month with 10 users (up to 100,000 contacts)
3. per month with 1 user (up to 1,000 contacts)
Modules
100,000 extra contacts
$991
Additional user
$472
100,000 extra messages
$993
First-class postcards
$13
1. Other
2. Per User per Month
3. Other
Additional Pricing Details