Aptean CRM - Sales Automation Software

Sales Automation Software Drives Performance and Profitability

Aptean CRM delivers the power to cultivate and grow outstanding relationships. From lead generation to nurturing prospects to managing your pipeline, Aptean CRM supports your sales staff throughout every phase of your sales cycle. Our easy-to-use, adaptable sales automation software steers users efficiently through daily actions such as scheduling meetings, creating follow-ups and alerts, tracking communication history, writing sales proposals, generating quotes and sending emails. Managers can oversee their sales team, manage their pipeline and generate accurate forecasts using our detailed sales management reports and dashboards.

What is Sales Automation?

Sales automation takes all the repetitive, manual tasks performed by sales reps and managers, and automates them. With sales teams now free from these tedious, time-consuming everyday tasks, they now have more time to focus on the important income-generating activities, such as prospecting, nurturing relationships and closing deals. It allows them the opportunity to be more productive and efficient, and helps improve accuracy. Sales automation software helps you track contacts, manage opportunities, easily generate quotes and access information whenever you need it.

Contact Management Software

Get the most out of every interaction. Our contact management software gives you a 360° view of your contacts so you can turn relationships into real results.

• Keep track of all contacts, organizations, vendors and suppliers.

• Get a complete picture of every contact, including activity and communication history, key contacts, important opportunities, preferences and case history.

• Unparalleled power and functionality wrapped up in a simple, user-friendly interface.

Opportunity Management

Guide reps through predefined steps of your sales cycle and generate reliable and accurate sales forecasts with our opportunity management solution.

• Structure your sales process to help guide sales reps through predefined steps through to the final sale.

• Build reliable and accurate forecasts using intuitive reports and dashboards.

• Complete visibility into your pipeline so you can identify the details of every opportunity, ensure forecasts are accurate and uncover the best opportunities.

Quotation Management

Generate and send quotes faster than ever with Aptean CRM Quotation Management. Our solution can be customized to meet your needs or integrated with other accounting applications.

• Generate quotes in Word or PDF format.

• Maintain a quote history for each opportunity in your pipeline.

• Integrate Aptean CRM with QuickBooks.

Mobile CRM

No matter where you go, our mobile CRM app gives you ultimate flexibility. Take your data with you on the road and access it with or without an internet connection.

• Get real-time access to customer information, create activities, view opportunities, manage your to-do list and more.

• Access your data in online or offline mode.

• Clean and simple mobile interface makes navigation easy and consistent.

Business Card Reader

Avoid the tedious task of manually entering piles of business cards into your CRM database. Our business card reader application allows you to quickly add contacts from business cards with a snap of your phone’s camera.

• Create contacts and company records by taking a picture of a business card from your mobile device.

• Supports the scanning of one or two-sided cards.

• Manually imports information from the card into your CRM system – no double data entry.

Gmail Integration

Manage emails and maintain customer relationships with our powerful Gmail integration.

• Create activities, add new contacts, access your CRM address book and more without ever leaving your inbox.

• Access email history quickly from within Aptean CRM.

Outlook Integration

Our powerful Microsoft Outlook integration makes managing your email communications easier than ever.

• Get real-time access to customer information, create activities, view opportunities, manage your to-do list and more.

• Access your data in online or offline mode.

• Clean and simple mobile interface makes navigation easy and consistent. Learn More

 Want to find out how our customer relationship management software, Aptean CRM, can help your business? Contact us today to chat with one of our experts or schedule a demo.