TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Aptean CRM

    Score8.8 out of 10
    N/ACDC Software (CDC) and Consona Corporation (Consona), both enterprise application software (EAS) providers of on-premise and cloud technologies to form Aptean in 2012. Onyx supports more than 1,700 mid-market and enterprise customers in approximately 50 countries. While Onyx is largely known for its on-premise horizontal customer relationship management software suite, it also provides industry specific versions for the healthcare, financial services, professional services, contact center, high…N/A

    sales-i

    Score7 out of 10
    Small Businesses (1-50 employees)
    sales-i is a sales enablement software designed for product-based businesses that combines hard and soft data by connecting to an existing ERP system and extracting key data. It then works to combines existing data and puts it in a way that’s accessible to salespeople. sales-i is a software-as-a-service model (SaaS) that can be accessed from any Internet connected device.N/A
    Pricing
    Aptean CRMsales-i
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Aptean CRMsales-i
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeRequired
    Additional Details
    More Pricing Information
    Features
    Aptean CRMsales-i
    Sales Force Automation
    Comparison of Sales Force Automation features of Aptean CRM and sales-i
    Feature
    Aptean CRM
    9.2
    2 Ratings
    16% above category average
    sales-i
    -
    Ratings
    Customer data management / contact management10.02 Ratings00 Ratings
    Workflow management9.02 Ratings00 Ratings
    Territory management9.02 Ratings00 Ratings
    Opportunity management9.02 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.02 Ratings00 Ratings
    Contract management10.02 Ratings00 Ratings
    Quote & order management9.02 Ratings00 Ratings
    Interaction tracking9.02 Ratings00 Ratings
    Channel / partner relationship management9.02 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Aptean CRM and sales-i
    Feature
    Aptean CRM
    9.7
    2 Ratings
    23% above category average
    sales-i
    -
    Ratings
    Case management9.02 Ratings00 Ratings
    Call center management10.02 Ratings00 Ratings
    Help desk management10.01 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Aptean CRM and sales-i
    Feature
    Aptean CRM
    9.5
    2 Ratings
    21% above category average
    sales-i
    -
    Ratings
    Lead management10.02 Ratings00 Ratings
    Email marketing9.02 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Aptean CRM and sales-i
    Feature
    Aptean CRM
    9.0
    2 Ratings
    16% above category average
    sales-i
    -
    Ratings
    Task management10.02 Ratings00 Ratings
    Billing and invoicing management9.02 Ratings00 Ratings
    Reporting8.02 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Aptean CRM and sales-i
    Feature
    Aptean CRM
    9.0
    2 Ratings
    16% above category average
    sales-i
    -
    Ratings
    Forecasting9.02 Ratings00 Ratings
    Pipeline visualization9.02 Ratings00 Ratings
    Customizable reports9.02 Ratings00 Ratings
    Customization
    Comparison of Customization features of Aptean CRM and sales-i
    Feature
    Aptean CRM
    9.0
    2 Ratings
    16% above category average
    sales-i
    -
    Ratings
    Custom fields9.02 Ratings00 Ratings
    Custom objects9.02 Ratings00 Ratings
    Scripting environment9.01 Ratings00 Ratings
    API for custom integration9.01 Ratings00 Ratings
    Security
    Comparison of Security features of Aptean CRM and sales-i
    Feature
    Aptean CRM
    8.5
    2 Ratings
    1% above category average
    sales-i
    -
    Ratings
    Single sign-on capability9.02 Ratings00 Ratings
    Role-based user permissions8.02 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Aptean CRM and sales-i
    Feature
    Aptean CRM
    9.5
    1 Ratings
    23% above category average
    sales-i
    -
    Ratings
    Social data10.01 Ratings00 Ratings
    Social engagement9.01 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Aptean CRM and sales-i
    Feature
    Aptean CRM
    9.5
    1 Ratings
    23% above category average
    sales-i
    -
    Ratings
    Marketing automation10.01 Ratings00 Ratings
    Compensation management9.01 Ratings00 Ratings
    Platform
    Comparison of Platform features of Aptean CRM and sales-i
    Feature
    Aptean CRM
    9.0
    1 Ratings
    17% above category average
    sales-i
    -
    Ratings
    Mobile access9.01 Ratings00 Ratings
    Best Alternatives
    Aptean CRMsales-i
    Small Businesses
    Salesflare
    Score10 out of 10
    No answers on this topic
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Paperflite
    Score8 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Scratchpad
    Score9.7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Aptean CRMsales-i
    Likelihood to Recommend
    9.0
    (2 ratings)
    7.7
    (2 ratings)
    Usability
    9.0
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Aptean CRMsales-i
    Likelihood to Recommend
    Aptean
    As I am highly satisfied with the working of Apteama CRM I would like to recommend it to everyone with all sizes of the firm as it is ideal for firms from small to large ones. With its features, I can guarantee the best CRM solutions along with marketing automation. Although I am looking forward to it to offer more customizations.
    Incentivized
    Read full review
    sales-i
    More Appropriate Scenarios: 1. It helps in visualizing opportunities with our customers that help us strategize and execute good sales activities to drive our business. 2. It helps in improving the flow of communication between the different departments. 3. It is extremely easy to log call notes and schedule future calls so we never miss an opportunity to reach out to our customers and get the sale. 4. We can create reports that show where my sales are up, and down. It allows me to focus on customers that are down in specific categories and pinpoints the exact products. Less Appropriate Scenarios: 1. The pipeline is very basic which is a bit of a let-down as this is a function we require so have to use a stand-alone product for this. 2. Difficult to pull specific information about a group of customers.
    Incentivized
    Read full review
    Pros
    Aptean
    • 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
    Incentivized
    Read full review
    sales-i
    • It helps me to sell more and makes me more organized to prepare myself for sales calls
    • It helps to manage each lead in a proper manner and create a proper funnel of lead from suspects to get mature
    • It helps our sales team to create campaigns
    Incentivized
    Read full review
    Cons
    Aptean
    • I was expecting some more flexibility in it.
    • Its customer support is highly non-vigilant and should learn how to work responsibly.
    Incentivized
    Read full review
    sales-i
    • There is no free trial for this product even though it's a CRM
    • The pricing is very high compared to its competition.
    • The pipeline is very basic which is a bit of a let-down as this is a function we require so have to use a stand-alone product for this.
    Incentivized
    Read full review
    Usability
    Aptean
    Its simple yet full-fledged interface is doing wonders in making our work time- effective. It is not just cost-effective but the marketing automation and sales force automation has proved very beneficial for us. By the grace of its reports, we can analyze intricacies.
    Incentivized
    Read full review
    sales-i
    No answers on this topic
    Support Rating
    Aptean
    Apean CRM gives adaptability in working hours to timetables and they give client service all day, every day. This application has progressed highlights CRM, Distribution of the executives, announcing/investigation. Thing and Support are simple to utilize and easy to adjust subject to the business. Modify reports and structures we can associate with no issue.
    Incentivized
    Read full review
    sales-i
    No answers on this topic
    Alternatives Considered
    Aptean
    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.
    Incentivized
    Read full review
    sales-i
    Advantages: 1. We can create reports that show where my sales are up, and down. It allows me to focus on customers that are down in specific categories and pinpoints the exact products. 2. It is extremely easy to log call notes and schedule future calls so we never miss an opportunity to reach out to our customers and get the sale. Disadvantages: 1. There is no Free trial for this product. 2. The product cost is very high compared to the competition.3. Integrations & Plugins is not match to it's competitors
    Incentivized
    Read full review
    Return on Investment
    Aptean
    • Improved interaction with customers for incident management.
    • Greatly improved opportunity management.
    • Lead management for marketing is improved and centralized.
    Incentivized
    Read full review
    sales-i
    • As I user I can't say if it has a positive impact or a negative impact
    Incentivized
    Read full review
    ScreenShots

    sales-i Screenshots

    Screenshot of Plan and manage your day, knowing who to call, when to call and what to talk about.Screenshot of Manage all of your contact data and blend it with your transactional data for better visibility.Screenshot of Get the information you need for each customer account auto-generated every day.