A Spontaneous tool that is marvelous in the management of customer relationships.
August 09, 2021

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

Daniel Jhoseph | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Aptean CRM

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.
  • 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.

Do you think Aptean CRM delivers good value for the price?

Not sure

Are you happy with Aptean CRM's feature set?

Yes

Did Aptean CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Aptean CRM go as expected?

Yes

Would you buy Aptean CRM again?

Yes

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.

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.

Aptean CRM Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
10
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
9
Case management
9
Call center management
10
Help desk management
10
Lead management
10
Email marketing
9
Task management
10
Billing and invoicing management
9
Reporting
8
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
9
Role-based user permissions
8
Single sign-on capability
9
Social data
10
Social engagement
9
Marketing automation
10
Compensation management
9
Mobile access
9