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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  • No setup fee

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  • Free Trial
  • Free/Freemium Version
  • 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

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
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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