Transform Your Business With an Integrated CRM Platform

Aptean CRM gives you a complete view of your customer. It’s designed to provide your organization with accurate sales, marketing and customer service information so all departments remain in sync and organized. With detailed history of marketing, sales and service efforts, in addition to customer characteristics and preferences, Aptean CRM software allows you to make the most of each customer interaction and generate data-driven decisions based on real-time information.

Aptean CRM enables you to streamline your business processes and automate everyday tasks—saving you time and money. From scheduling appointments and follow-up reminders, to writing emails and generating quotes, our CRM software supports your staff throughout the entire sales cycle. This frees up precious time to spend on more important activities, like growing your business. It also provides your staff with the tools they need to maintain strong relationships with customers in addition to cultivating new prospects.

From a management perspective, building relationships is at the core of the Aptean CRM solution. Whether you’re managing a sales, marketing or customer service department, the system touches on all facets of a customer and/or prospect relationship with the company. When one department adds information into the centralized database regarding a specific contact, that change is automatically reflected in real time throughout the system. This centralization provides managers with the ability to ensure data is accurate and up to date. It also allows for the creation of hierarchies and other organizational tools to help better understand how your companies and contacts are related and being managed.

With so much customer information (order history, activity, preferences, feedback etc.) at your fingertips, Aptean CRM makes it difficult not to impress your clients. When issues or questions arise, you’ll be prepared to respond faster and more efficiently. You’ll also be able to better anticipate the needs of your customers, such as when they’re ready for another shipment or new products they may be interested in. Best of all, Aptean CRM software streamlines operations so data seamlessly moves from one department to the next—giving everyone access to the information they need. For example, once an order is placed, you’re able to immediately process, collect payment and then ship to the customer in a timely and efficient manner.

With our Sales Automation feature you can support sales representatives through every phase of the sales cycle. From lead generation to prospect nurturing and pipeline management, the easy-to-use, adaptable solution steers users through daily actions including meeting scheduling, quote generation and sending emails. The feature takes repetitive tasks and automates them, providing your sales team with more time to focus on customers and increasing sales.

• Contact Management

• Opportunity Management

• Quotation Management

• Mobile CRM

• CRM Mapping

• Business Card Reader

• Outlook Integration

• Gmail Integration

• Lead Management

Aptean CRM's Marketing Automation is an adaptable, all-in-one solution to help you reach your marketing goals. Users can execute and evaluate highly targeted, multi-phased marketing campaigns across all channels in order to deliver more revenue. With the ability to manage campaigns, process leads and track website visitors, our marketing automation feature offers a user-friendly platform meant to generate new opportunities and fill your sales pipeline.

• Campaign Management

• Email Marketing

• Email Designer

• Lead Qualification

• Lead Scoring

• Landing Page Integration

• Web Visitor Tracking

Thanks to do-it-yourself customizations, Aptean CRM gives users the tools to help your business thrive. This fully loaded solution includes user-friendly customizations such as the drag and drop UI application designer and a simplified workflow builder—allowing users to build and personalize an interface exactly how they want. Delivering functionality in one streamlined, intuitive platform, our CRM Tools solution help set your business apart from the rest.

• Customization

• Quickbooks Integration

• Integration

• Document Management

• Deduplication

• Security Management

• Business Process Repository (BPR)

The Aptean CRM Contact Center solution is fully integrated with our comprehensive CRM offering, and was designed with workplace efficiency in mind. Provide your agents with customized, real-time scripts, create streamlined calling queues to maximize call timeliness, integrate directly with one of 30 CTI switches and manage a variety of call programs, removing the risk of data loss.

• Call Scripting

• Calling Queue

• CTI Integration

• Content Management

Deliver outstanding customer service with the Aptean CRM Customer Service solution. Give customer service teams the necessary tools and data needed to resolve issues quickly, deliver accurate solutions and maximize productivity. The system also provides interactive customer service reports and dashboards, enabling you to drill down into the detail—getting the correct information to the correct people.

• Case Management

• Change Requests

• Knowledge Library

• Asset and Contact Management

• Customer Self-Service Portal

No matter the size of your company, Aptean CRM’s Sales Management software keeps you informed and involved in all areas of your sales, marketing and customer service. With the ability to generate customer reports, automate processes and provide complete visibility into your sales pipeline, our solution delivers the management tools to make strong, data-driven decisions while achieving faster results. Gain a bird’s eye view and take control of your business’s sales and marketing efforts.

• Queries and Reports

• Dashboards

• Pipeline Management

• Relationship Management

• Workflow Automation

• Productivity Analysis

Aptean CRM is the ideal solution for any company using an Aptean ERP that wants to strengthen customer relationships with automation while further streamlining processes. Aptean CRM currently supports integration with:

• Aptean Food & Beverage ERP JustFood Edition

• Aptean Food & Beverage ERP bcFood Edition

• Aptean Industrial Manufacturing ERP Made2Manage Edition

• Aptean Industrial Manufacturing ERP WorkWise Edition