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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Aptean CRM offers leading industry practices aimed at enhancing customer relationships and bolstering your competitive edge. Are you prepared to achieve measurable business outcomes while managing risk and minimizing costs? This CRM solution provides a comprehensive overview of your customer interactions. It is specifically crafted to equip your organization with precise data on sales, marketing, and customer service, ensuring that all teams collaborate effectively and stay organized. With an extensive record of marketing initiatives, sales activities, and service engagements, along with insights into customer traits and preferences, Aptean CRM software empowers you to optimize every customer interaction and make informed decisions based on up-to-the-minute data. Furthermore, Aptean CRM is designed to simplify your business operations and automate routine tasks, which helps conserve both time and financial resources. The software assists your team throughout the sales cycle, from arranging appointments and sending follow-up reminders to composing emails and creating quotes, thereby enhancing overall efficiency and productivity. Ultimately, Aptean CRM not only supports operational excellence but also fosters long-lasting customer loyalty.

Description

Leveraging our extensive expertise in various industries along with our successful Electronic Data Interchange (EDI) managed service, Aptean EDI integrates smoothly with our ERP solutions, enhancing and automating your data exchange processes. You can effortlessly transfer documents and data securely to and from your trading partners without the need for third-party involvement. Our EDI solution is completely embedded within our tailored ERP systems, ensuring a fluid user experience. By establishing direct connections to your internal business systems, transaction processing becomes quicker and more precise. Additionally, managing and archiving your data is made easier, enabling your organization to comply with ever-evolving industry standards. With Aptean EDI, you will have a unified invoice, a single contract, and a dedicated point of contact for all your EDI requirements. There are no initial setup fees or one-time charges, and our pricing model is designed so you only pay for the services you utilize. You'll have peace of mind knowing that you are not at risk of incurring extra fees for unused services, thus allowing for better budgeting and financial planning. This approach not only maximizes efficiency but also supports your business's growth and adaptability in a competitive landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AXIO Advanced Projects Yes 
AlchemyTMS Yes 
Aptean Industrial Manufacturing ERP Workwise Edition Yes 
Kavida.ai Yes 
Longview Transfer Pricing Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Simba Yes 

Integrations

AXIO Advanced Projects No 
AlchemyTMS No 
Aptean Industrial Manufacturing ERP Workwise Edition No 
Kavida.ai No 
Longview Transfer Pricing No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Simba No 

Pricing Details

$60 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Aptean

Founded

2012

Country

United States

Website

www.aptean.com/en-US/solutions/business-solutions/products/aptean-crm

Vendor Details

Company Name

Aptean

Founded

2012

Country

United States

Website

www.aptean.com/en-US/solutions/business-solutions/products/aptean-edi

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Product Features

EDI

AS2 Applications No 
AS2 Specification Compliance No 
Archiving & Retention No 
Certificate Management Yes 
Configuration Data Searching No 
Data Format Translator No 
Flexible Licensing No 
Full Logging No 
Labeling No 

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