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Average Ratings 0 Ratings

Total
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

Oversee every lead, opportunity, and client interaction during their journey using Aurea CRM — a robust solution for customer relationship management that includes integrated campaign management features. Aurea CRM empowers you to embed customer engagement tools throughout your sales teams. With comprehensive capabilities for both sales and marketing, we offer a centralized platform that provides a clear snapshot of team activities, sales pipelines, and essential performance metrics, enabling you to prioritize tasks and make well-informed choices. You can conveniently access all necessary customer and prospect information in one place whenever you need it. Utilizing user-friendly mobile tools, sales personnel can retrieve and modify data directly from the field, enhancing their productivity. Furthermore, improve your opportunity management processes with insights driven by data, allowing you to leverage relationship networks effectively and pinpoint the most promising opportunities within your sales funnel. This streamlined approach not only fosters better decision-making but also enhances overall team collaboration.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AXIO Advanced Projects
AlchemyTMS
Aptean Industrial Manufacturing ERP Workwise Edition
Aurea FirstRain
Kavida.ai
Longview Transfer Pricing
Manago AI
QuickBooks Online
QuickBooks Online Advanced
SOAtest
Simba
Taxi for Email

Integrations

AXIO Advanced Projects
AlchemyTMS
Aptean Industrial Manufacturing ERP Workwise Edition
Aurea FirstRain
Kavida.ai
Longview Transfer Pricing
Manago AI
QuickBooks Online
QuickBooks Online Advanced
SOAtest
Simba
Taxi for Email

Pricing Details

$60 per month
Free Trial
Free Version

Pricing Details

Contact Aurea for details about pricing
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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

Aurea

Founded

2012

Country

United States

Website

www.aurea.com/library/customer-relationship-management/

Product Features

CRM

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

Product Features

CRM

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

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