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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
Complyr is complaint management software for regulated firms that need a clearer way to manage complaint cases, evidence, workflows, customer updates and reporting. It helps teams replace spreadsheets, shared inboxes and manual workarounds with one secure system built around the complaint record.
The platform includes structured complaint case management, configurable workflows, secure case portal communication, document uploads, audit trails, template-based documents and messages, complaint reporting and management oversight. Messages, evidence, actions, documents and decisions stay connected to the case, so handlers can work from up-to-date information and managers can see where cases may be slowing down.
Complyr is built for UK-regulated sectors including financial services, insurance and motor finance, where complaints need to be handled fairly, consistently and with clear records. It supports teams managing FCA complaints, regulated complaint handling, complaint evidence, case history, reporting and audit trails without relying on disconnected tools.
Teams can also use Complyr to reduce manual admin, improve visibility across live cases, support more consistent outcomes and keep complaint information easier to review if a case is escalated or challenged.
API Access
Has API
API Access
Has API
Integrations
AXIO Advanced Projects
AlchemyTMS
Aptean Industrial Manufacturing ERP Workwise Edition
Kavida.ai
Longview Transfer Pricing
QuickBooks Online
QuickBooks Online Advanced
Simba
Integrations
AXIO Advanced Projects
AlchemyTMS
Aptean Industrial Manufacturing ERP Workwise Edition
Kavida.ai
Longview Transfer Pricing
QuickBooks Online
QuickBooks Online Advanced
Simba
Pricing Details
$60 per month
Free Trial
Free Version
Pricing Details
£147/mth/3 users/Standard Plan
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
Complyr
Founded
2023
Country
United Kingdom
Website
www.complyr.co.uk
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
Complaint Management
Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management
