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2 Ratings
26 Ratings
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Score 7.2 out of 101
26 Ratings
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Score 7.7 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

It's not suited for a beginning marketer or newbie online business owner. The whole concept behind it is for someone who understands online business and marketing. Or maybe everyone should already know these things!
Ari Sherbill 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
7.4
WYSIWYG email editor
Aptean CRM
Ontraport
8.0
Dynamic content
Aptean CRM
Ontraport
7.5
Ability to test dynamic content
Aptean CRM
Ontraport
8.3
Landing pages
Aptean CRM
Ontraport
7.1
A/B testing
Aptean CRM
Ontraport
3.3
Mobile optimization
Aptean CRM
Ontraport
7.0
Email deliverability
Aptean CRM
Ontraport
7.6
List management
Aptean CRM
Ontraport
8.6
Triggered drip sequences
Aptean CRM
Ontraport
9.3

Lead Management

Aptean CRM
Ontraport
8.1
Lead nurturing
Aptean CRM
Ontraport
8.6
Lead scoring and grading
Aptean CRM
Ontraport
7.5
Data quality management
Aptean CRM
Ontraport
7.8
Automated sales alerts and tasks
Aptean CRM
Ontraport
8.3

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
8.7
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
  • Tracking numbers & data and displaying them to you.
  • Segmenting really well & opportunities for more segmenting.
  • Seeing contact history.
Chelsea Baldwin 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
  • Once you understand the Sequences and Rules, funnels can be easily created, but it would be SO MUCH EASIER to have a graphical interface for developing funnels
  • The system is sometimes slow to respond
  • The excellent landing pages and email templates could be even more excellent with additional customization options
Bill Miles profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Ontraport9.1
Based on 8 answers
We're committed to the platform and have built our business with it.
Chad Root profile photo

Usability

No score
No answers yet
No answers on this topic
Ontraport7.8
Based on 3 answers
It's really pretty simple.
Chad Root profile photo

Performance

No score
No answers yet
No answers on this topic
Ontraport7.7
Based on 4 answers
Very responsive system - and if the infrequent delay or mishap occurs, they are quick to respond.
Bill Miles 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
It let me combine everything into one & have greater control over the whole process of everything, instead of having it scattered apart
Chelsea Baldwin 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
  • It's really helped me get my marketing funnels in order & cleaned up.
  • It's given me more ideas on what to implement for greater ROI.
  • It's helped me ensure client leads aren't falling through the cracks.
Chelsea Baldwin 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
Basic
$792
Plus
$1473
Enterprise
$4974
1. per month (3 Users -- up to 10,000 Contacts)
2. per month (1 User -- up to 1,000 contacts)
3. per month (2 Users -- up to 2,500 Contacts)
4. per month (5 Users -- up to 20,000 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
Packages are priced on a month to month contract where you can cancel your account at any time. Clients may opt-in for an annual contract, where they pay for 10 months up front and the last two are "free".