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Average Ratings 0 Ratings

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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

Maximize efficiency by accessing the data you've gathered within your CRM system without needing to re-enter it! Utilize third-party synchronization to seamlessly integrate a quote into your sales management platform directly from the opportunity sheet of your customer management software, establishing a clear connection between opportunity statuses and quote statuses. Additionally, the General Data Protection Regulation (GDPR) seeks to create a unified framework for data protection across Europe, reflecting advancements in technology. Understanding your prospects and clients is crucial for effective follow-up and business growth. With your CRM software, you can archive all commercial interactions, including emails, phone calls, and letters. This allows you to track the progress of sales opportunities and design targeted marketing initiatives that resonate with your audience. By leveraging these tools, you can enhance your overall business strategy and improve customer relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AXIO Advanced Projects Yes 
Agicap No 
AlchemyTMS Yes 
Aptean Industrial Manufacturing ERP Workwise Edition Yes 
Bonx No 
Kavida.ai Yes 
Longview Transfer Pricing Yes 
My DSO Manager No 
OrderScan No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Simba Yes 
Smart Inventory Manager No 

Integrations

AXIO Advanced Projects No 
Agicap Yes 
AlchemyTMS No 
Aptean Industrial Manufacturing ERP Workwise Edition No 
Bonx Yes 
Kavida.ai No 
Longview Transfer Pricing No 
My DSO Manager Yes 
OrderScan Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
Simba No 
Smart Inventory Manager Yes 

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 Yes 
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

ebp

Founded

1984

Country

France

Website

www.ebp.com/logiciel-crm

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

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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