Apetan CRM - CRM Tools
Explore Aptean CRM
Apetan CRM - CRM Tools
Mar 25, 2020Aptean Staff Writer
- A Portfolio of CRM Tools to Increase Sales
CRM Software Tools That Are Customizable, Flexible & Secure
Equip your business with the customer relationship management tools it needs to thrive. Aptean CRM comes fully-loaded with a suite of tools to help set your business apart from the rest.
From user-friendly customization features such as a drag and drop UI application designer and a simplified workflow builder, to our powerful ERP, Microsoft Office, and QuickBooks integrations, Aptean CRM delivers ultimate functionality in a streamlined, intuitive platform.
Plus we offer loads of security controls, document management resources and automatic deduping tools.
Build a custom CRM solution with our drag and drop UI application designer.
Our do-it-yourself approach allows you to build an interface exactly the way you want it.
Personalize each user’s experience with easy-to-use customization tools.
Alter the software or add more features as your business grows.
Create workflows without any programming knowledge.
Powerful QuickBooks Integration
Integrate seamlessly with Intuit QuickBooks and start managing customer information alongside their financial data.
Integrates with QuickBooks Desktop and Online.
Access accounting and financial information from within Aptean CRM.
Generate QuickBooks invoices and estimates from sales orders in Aptean CRM.
Bi-directional syncing of both customer and product information.
Integrate Aptean CRM with an array of powerful software solutions.
Manage your emails all in one place with Microsoft Outlook integration.
Export data and files to spreadsheets or documents via Microsoft Excel or Word.
Have a centralized hub of data with a seamless flow of information between Aptean Industrial Manufacturing ERP WorkWise Edition and Aptean CRM.
Connect with both desktop and online versions of QuickBooks.
Convenient Document Management
Store valuable documents, files and articles within your centralized, secure database.
Never worry about misplacing documents or articles.
Share important files across users and departments.
Attach relevant files to various areas throughout the customer relationship management application.
Stay organized by categorizing files and keeping them secure.
Functional Data Deduplication
Keep your data clean and eliminate dual data entry with Aptean CRM’s deduping tools.
Check for duplicates automatically as you add new contacts or companies.
Manually check for duplicates either all at once or over time.
Utilize SoundEx technology to catch duplicate contacts, even if you spell a name incorrectly.
Merge matching records into one “surviving” contact.
Invaluable Security Management
Ensure your application is protected and safe from unwanted users.
Set permissions and lock out unwanted users with the click of a button.
Create complex password requirements to protect your database.
Do a system audit to find out who’s been making changes to existing records.
Protect yourself from bad email addresses with automatic email validation.
Decide what types of data, screens, or even dashboards you’ll allow users to access.
Business Process Repository (BRP)
Create, update and improve your processes with the help of BPR.
Build a smart process repository that is automatically organized by department and role.
Automatically document any business procedure.
Record screenshots and step-by-step instructions as you perform processes.
Output to the web, Microsoft Word, PowerPoint, or as a PDF.
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