Aptean CRM

Score8.8 out of 10

10 Reviews and Ratings

Community insights

TrustRadius Insights for Aptean CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

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.

Reviews

2 Reviews

A Spontaneous tool that is marvelous in the management of customer relationships.

Rating: 9 out of 10

Incentivized

August 9, 2021

Use Cases and Deployment Scope

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.

Pros

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.

Cons

I was expecting some more flexibility in it.
Its customer support is highly non-vigilant and should learn how to work responsibly.

Likelihood to Recommend

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.

Daniel Jhoseph

Digital Marketing & eCommerce Manager in Marketing at Grafton International (51-200 employees)

Vetted Review

2 years of experience

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

Rating: 6 out of 10

Incentivized

June 26, 2018

Use Cases and Deployment Scope

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.

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

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.

Likelihood to Recommend

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

IT Manager in Information Technology at Anderson Power Products (51-200 employees)

Vetted Review

19 years of experience

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