Aptean CRM

Aptean CRM

Score 8.8 out of 10
Aptean CRM

Overview

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...
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Pricing

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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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  • Premium Consulting / Integration Services

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Product Details

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 Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

 (10)

Attribute Ratings

Reviews

(1-2 of 2)
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Score 9 out of 10
Vetted Review
Verified User
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
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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