CRM Application Suite
Direct Relationships that Direct Results
Simple pricing and a complete solution, Aptean CRM software includes 6 suites and over 30 applications.
Simple pricing and a complete solution, Aptean CRM software includes 6 suites and over 30 applications.
From lead to order, Aptean CRM sales CRM supports you throughout every phase of the sales cycle.
View Sales Automation Suite Play Video
Contact Management Aptean CRM gives you a complete view of every customer and helps you keep track of contacts, organizations, partners, vendors and suppliers. Learn More 
Opportunity Management Drill into the details of your pipeline to track opportunities, build forecasts and structure your sales process to guide reps through to the final sale. Learn More 
Quotation Management Streamline the quoting process and manage unlimited quotes. Quickly generate quotes from opportunities, contacts or companies. Learn More 
Mobile CRM View customer information, review opportunities, create activities and more with our mobile app. Learn More 
CRM Mapping Utilize the power of Google Maps to view customers and leads in your area, get directions, route travel plans and more. Learn More 
Business Card Reader Quickly create contacts using the camera on your cell phone. Simply snap a picture of a business card and automatically upload it to your CRM database. Learn More 
Outlook Integration Connect your Outlook email client to your CRM database. All contacts, emails and activities created in one program are shared with the other. Learn More 
Gmail Integration Integrate Aptean CRM with Gmail. Quickly create new contacts and activities from your emails, without switching between applications. Learn More 
Lead Management Capture, track and nurture leads as they move through your sales pipeline, are assigned to a sales rep and converted into a sale. Learn More Aptean CRM sales CRM includes our comprehensive marketing automation platform at no extra cost.
View Marketing Automation Suite Play Video
Campaign Management Manage highly targeted, multi-channel marketing campaigns to efficiently move leads through your pipeline. Learn More 
Email Marketing Send targeted emails to segmented groups within your contact database and track the success of your campaigns. Learn More 
Email Designer Use our intuitive drag and drop email designer to build professional emails without having to know HTML. Learn More 
Lead Qualification With Aptean CRM, you can conveniently store your leads before they are qualified, nurtured or sent to a sales rep. Learn More 
Lead Scoring Focus your efforts on the best leads. Automatically rank prospects based on information and behaviors they exhibit. Learn More 
Landing Page Integration Collect web visitor information using a lead form on your website that auto-populates the Aptean CRM lead table. Learn More 
Web Visitor Tracking Track how visitors come to your website, what pages they visit, how much time is spent on each page and which pages are most effective. Learn More Resolve issues efficiently, maximize productivity and provide outstanding customer service.
View Customer Service Suite Play Video
Case Management Track issues through to remediation, assign and escalate cases and track product change requests with Aptean CRM's comprehensive case management software. Learn More 
Change Requests Track change requests to ensure product quality and unlock solutions to common problems. Additionally, you can access all incidents related to a particular defect. Learn More 
Knowledge Library Store and organize manuals, product guides and FAQs so your service agents can quickly retrieve what they need to resolve cases and answer questions. Learn More 
Asset & Contract Management Manage customer agreements, build support time into contracts and access purchase history from directly within the Aptean CRM customer service application. Learn More Customer Self-Service Portal Our 24/7 Self Service Portal delivers an efficient, fast way for your customers to securely access CRM data, such as customer service cases, product information, FAQs, articles and more. Learn More Craft a consistent customer experience with our robust contact center software, included at no extra cost.
View Contact Center Suite Play Video
Call Scripting Guide call center agents through pre-defined scripts to capture important customer information and keep the conversation productive and timely. Learn More 
Calling Queue Reduce inefficiencies with an organized queue of calls that can be distributed based on rules such as agent availability, skill set and customer profile. Learn More 
CTI Integration Aptean CRM comes fully integrated with 30 CTI switches, giving you ultimate flexibility over which provider to use and how your data is collected and stored. Learn More 
Content Management Log conversation notes, add custom fields and store scripts within a centralized database, populate call scripts with customer information, and more. Learn More Call scripting, Calling Queue and Content Management are currently not available in Aptean CRM 10.
Drive results and make data-driven decisions with an in-depth look into sales, marketing and service.
View Management Suite Play Video
Queries & Reports With accurate business insights, sales trends, analytics, charts and case reports, make important decisions that will drive your business forward. Learn More Dashboards Monitor your business and sales opportunities through a real-time snapshot of your business with the interactive dashboards feature. Learn More 
Pipeline Management Drill into the details of your sales pipeline so you know what stage an opportunity is at, where to focus resources and how close you are to meeting your quota Learn More 
Relationship Management Build stronger, longer-lasting relationships and continuously enrich them with built-in tools like marketing automation, sales automation and customer service. Learn More 
Workflow Automation Work smarter by automating your sales and marketing processes, building logic into campaigns and establishing automatic triggers and workflow paths. Learn More 
Productivity Analysis Evaluate your team’s performance, track real-time progress, compare productivity among departments and representatives, and hold employees accountable. Learn More From do-it-yourself customizations to powerful integrations, Aptean CRM offers the tools you need to thrive.
Customization Our drag and drop UI application designer allows you to easily build a custom interface and give every user a personalized experience. Learn More 
Quickbooks Integration Seamlessly integrate with QuickBooks Online and Desktop and start managing customer information alongside financial data. Learn More 
Integration Our flexible CRM software solution integrates with Aptean Industrial Manufacturing ERP WorkWise Edition, Intuit QuickBooks, Microsoft Outlook and more. Learn More 
Document Management Store and share articles, customer information, files, contracts and more within a safe and secure central database. Learn More 
Deduplication Check for duplicates when adding new contacts and clean up your database with our mass deduplication tool. Learn More 
Security Management Ensure your application is protected and safe from unwanted users. Learn More Business Process Repository (BPR) Create, collect and organize your business processes with the help of BPR. Learn More Inspiring companies to grow through Information. We are an award-winning, leading developer of ERP and CRM software solutions along with comprehensive implementation and support services. Let us show you how WorkWise can help grow your business.
Deployed in the cloud or on-premise, Aptean Industrial Manufacturing ERP WorkWise Edition is engineered to meet the unique complexities and challenges today’s manufacturers face. From shop floor to delivery, Aptean Industrial Manufacturing ERP gives you a complete view of every aspect of your business.
Offered in the cloud or on-premise, Aptean CRM software delivers powerful sales automation, marketing automation and customer service software designed to streamline navigation, enrich usability and deliver a world-class user experience.
