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Aptean CRM Reviews

2 Ratings
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Score 6.5 out of 101

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Reviews (1-1 of 1)

Craig Cormier profile photo
June 26, 2018

Aptean IntuitiveCRM is a powerful basic CRM package included in the price of IntuitiveERP

Craig Cormier
Score 6 out of 10
Vetted Review
Verified User
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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.
Read Craig Cormier's full review

Aptean CRM Scorecard Summary

Likelihood to Recommend (2)
6.5

Feature Scorecard Summary

Customer data management / contact management (1)
7
Workflow management (1)
5
Territory management (1)
1
Opportunity management (1)
7
Integration with email client (e.g., Outlook or Gmail) (1)
6
Contract management (1)
1
Quote & order management (1)
6
Interaction tracking (1)
5
Channel / partner relationship management (1)
2
Case management (1)
7
Call center management (1)
6
Lead management (1)
6
Email marketing (1)
5
Task management (1)
4
Billing and invoicing management (1)
1
Reporting (1)
3
Forecasting (1)
4
Pipeline visualization (1)
4
Customizable reports (1)
8
Custom fields (1)
10
Custom objects (1)
3
Single sign-on capability (1)
9
Role-based user permissions (1)
9

About 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 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-technology and government vertical markets.

Categories:  Customer Relationship Management (CRM)

Aptean CRM Technical Details

Operating Systems: Unspecified
Mobile Application:No