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What is Aptean CRM?

CDC 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…

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OnContact CRM has been implemented by many users as their first customer relationship management tool, allowing them to effectively track …
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What is Aptean CRM?

CDC 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…

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Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.

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Product Details

What is Aptean CRM?

Aptean CRM Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Reviews and Ratings

(10)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

OnContact CRM has been implemented by many users as their first customer relationship management tool, allowing them to effectively track and manage customer relationships and correspondence. With its ability to track B2B activities and opportunities, OnContact enables users to maintain a comprehensive historical record of customers, leading to increased sales across departments. The tool serves as a central hub that ties together the entire sales organization, facilitating coordination and collaboration among associates working within an enterprise. Users benefit from daily and monthly sales reports, which provide valuable insights into the successes and priorities of the sales organization.

For companies that had no CRM system in place previously, the integration of OnContact has proven extremely beneficial. Although some initial challenges were faced regarding functionality issues, overall satisfaction with the product remains high. Workwise, the creator of OnContact CRM, offers excellent support for custom reporting, reporting communication, and pipeline management—features that have significantly boosted productivity and provided visibility into important activities. By consolidating all customer contact information in one place, OnContact streamlines access to crucial data, resulting in increased efficiency. It finds applications outside of traditional sales processes as well—for instance, documenting cases in call centers or managing personal injury cases and payroll.

Users highly appreciate the convenience of working remotely with OnContact through internet access. The software has proven instrumental in streamlining CRM processes, saving money, and improving tracking capabilities for customers and their relationships. It serves as a reliable tool for sales follow-up to ensure no leads fall through the cracks while delivering marketing automation features to track campaign effectiveness and maintain a clean database. Aptean CRM has further facilitated businesses in transitioning to the cloud, managing and strengthening customer relations, and conducting analysis of encountered problems and business opportunities. Sales departments, inside sales teams, support staff, and management all utilize this versatile tool for tracking new business opportunities, managing customer incidents or problems, and analyzing critical data to identify potential growth avenues or areas of concern.

Easy to use interface: Many users have found the software easy to use for prospecting and have appreciated its clean and user-friendly interface. They have mentioned that the software allows them to navigate seamlessly between screens, making it simple to find the information they need.

Customizable fields: Several reviewers have enjoyed the ease of use and customizability of fields in the software, allowing them to tailor it to their specific needs. This feature has been particularly helpful for smaller companies as well as for internal customization within organizations with many users.

Helpful support team: The support team for troubleshooting has been praised by users, with many stating that they provided great assistance and were responsive to their needs. Users appreciate having a reliable team available who can quickly address any issues or questions that arise during their use of the software.

Buggy and Slow Performance: Some users have experienced issues with the system being buggy and slow at times, which can hinder their workflow and productivity.

Lack of Integrations and Support: Several reviewers have expressed dissatisfaction with the lack of integrations available, as well as the limited availability of support for troubleshooting and assistance. This can make it difficult for users to seamlessly integrate the CRM with other tools they use in their business operations.

Difficulty in Importing Data: Importing information into the system is a challenging task, as it requires data to be in an exact format. This has been mentioned by multiple users as a drawback that adds complexity to the onboarding process.

Users have made several recommendations for OnContact CRM based on their experiences.

First, many users recommend thoroughly demoing OnContact and getting an outside consultant for complex requirements. This is seen as a way to fully understand the capabilities and potential limitations of the software, as well as to ensure that it meets specific business needs.

Second, users frequently suggest recommending OnContact to others who are seeking a solid quality CRM. They highlight the product's flexibility and solid performance as key factors in their recommendation.

Finally, some users suggest making more add-ons available to fully integrate OnContact CRM with predictive dialer systems and allowing users to create industry-specific add-ons. This would enhance the functionality and customization options of the software, catering to different industries' needs.

Overall, these recommendations highlight the importance of thoroughly exploring and customizing OnContact CRM to meet specific requirements, as well as expanding its integration capabilities.

Attribute Ratings

Reviews

(1-2 of 2)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
Aptean CRM is being utilized in our company most specifically in our sales department. It is so good not just in managing and strengthening our relations with our customers but also enabled us in doing keen analysis of any encountered problems as well as by drawing conclusions from the analysis of the data about the business opportunities.
  • Despite having a diverse form of features its audacity is worth appreciating.
  • Its integration works amazingly well and with almost all of the ERP solution tools.
  • Its reports are highly elaborative and have all the nitty-gritty details.
  • I was expecting some more flexibility in it.
  • Its customer support is highly non-vigilant and should learn how to work responsibly.
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.
Sales Force Automation (9)
92.22222222222221%
9.2
Customer data management / contact management
100%
10.0
Workflow management
90%
9.0
Territory management
90%
9.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
100%
10.0
Quote & order management
90%
9.0
Interaction tracking
90%
9.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
96.66666666666666%
9.7
Case management
90%
9.0
Call center management
100%
10.0
Help desk management
100%
10.0
Marketing Automation (2)
95%
9.5
Lead management
100%
10.0
Email marketing
90%
9.0
CRM Project Management (3)
90%
9.0
Task management
100%
10.0
Billing and invoicing management
90%
9.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
90%
9.0
Forecasting
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
90%
9.0
Customization (4)
90%
9.0
Custom fields
90%
9.0
Custom objects
90%
9.0
Scripting environment
90%
9.0
API for custom integration
90%
9.0
Security (2)
85%
8.5
Role-based user permissions
80%
8.0
Single sign-on capability
90%
9.0
Social CRM (2)
95%
9.5
Social data
100%
10.0
Social engagement
90%
9.0
Integrations with 3rd-party Software (2)
95%
9.5
Marketing automation
100%
10.0
Compensation management
90%
9.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
  • This is its other major feature that I consider as its strength as Salesforce automation helps in saving time.
  • I am highly invigorated by the working capacity and the way it manages customer relations.
  • It lacks Mobile access and any kind of web portal and it is a major drawback.
My expectations with Salesforce.com were quite high but it was a useless tool as it didn’t concede the nature of our work and had not had enough features to make our work manageable and we have witnessed no change in our customer relationship management but on the other side if I look at Aptean then it is far beyond words in its working capabilities.
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.
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.

Craig Cormier | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
CRM is being used by two different segments of the organization. By Sales and Inside Sales and support to track new business opportunities for new and existing customers. By Customer Service and Quality to track customer incidents and problems. Management is using analytical data from what is entered to cull how new business opportunities are faring as well as analyze problems.
  • 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
  • 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.
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.
Sales Force Automation (9)
44.44444444444444%
4.4
Customer data management / contact management
70%
7.0
Workflow management
50%
5.0
Territory management
10%
1.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
60%
6.0
Contract management
10%
1.0
Quote & order management
60%
6.0
Interaction tracking
50%
5.0
Channel / partner relationship management
20%
2.0
Customer Service & Support (2)
65%
6.5
Case management
70%
7.0
Call center management
60%
6.0
Marketing Automation (2)
55%
5.5
Lead management
60%
6.0
Email marketing
50%
5.0
CRM Project Management (3)
26.666666666666664%
2.7
Task management
40%
4.0
Billing and invoicing management
10%
1.0
Reporting
30%
3.0
CRM Reporting & Analytics (3)
53.33333333333333%
5.3
Forecasting
40%
4.0
Pipeline visualization
40%
4.0
Customizable reports
80%
8.0
Customization (2)
65%
6.5
Custom fields
100%
10.0
Custom objects
30%
3.0
Security (2)
90%
9.0
Role-based user permissions
90%
9.0
Single sign-on capability
90%
9.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform
N/A
N/A
  • Improved interaction with customers for incident management.
  • Greatly improved opportunity management.
  • Lead management for marketing is improved and centralized.
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.
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