Aptean CRM

Aptean CRM Reviews

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Ratings and Reviews
(1-2 of 9)

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Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
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
Review Source
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.

Aptean CRM Scorecard Summary

Feature Scorecard Summary

Sales Force Automation (9)
92%
9.2
Customer data management / contact management (2)
100%
10.0
Workflow management (2)
90%
9.0
Territory management (2)
90%
9.0
Opportunity management (2)
90%
9.0
Integration with email client (e.g., Outlook or Gmail) (2)
90%
9.0
Contract management (2)
100%
10.0
Quote & order management (2)
90%
9.0
Interaction tracking (2)
90%
9.0
Channel / partner relationship management (2)
90%
9.0
Customer Service & Support (3)
97%
9.7
Case management (2)
90%
9.0
Call center management (2)
100%
10.0
Help desk management (1)
100%
10.0
Marketing Automation (2)
95%
9.5
Lead management (2)
100%
10.0
Email marketing (2)
90%
9.0
CRM Project Management (3)
90%
9.0
Task management (2)
100%
10.0
Billing and invoicing management (2)
90%
9.0
Reporting (2)
80%
8.0
CRM Reporting & Analytics (3)
90%
9.0
Forecasting (2)
90%
9.0
Pipeline visualization (2)
90%
9.0
Customizable reports (2)
90%
9.0
Customization (4)
90%
9.0
Custom fields (2)
90%
9.0
Custom objects (2)
90%
9.0
Scripting environment (1)
90%
9.0
API for custom integration (1)
90%
9.0
Security (2)
85%
8.5
Single sign-on capability (2)
90%
9.0
Role-based user permissions (2)
80%
8.0
Social CRM (2)
95%
9.5
Social data (1)
100%
10.0
Social engagement (1)
90%
9.0
Integrations with 3rd-party Software (2)
95%
9.5
Marketing automation (1)
100%
10.0
Compensation management (1)
90%
9.0
Platform (1)
90%
9.0
Mobile access (1)
90%
9.0

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 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.

Aptean CRM Pricing

Aptean CRM Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

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 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.

Who uses Aptean CRM?

The most common users of Aptean CRM are from Enterprises and the Electrical & Electronic Manufacturing industry.