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CRM Tools By Aptean

A Portfolio of CRM tools to Increase Sales

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CRM Software Tools that are Customizable, Flexible & Secure

Equip your business with the customer relationship management tools it needs to thrive. Aptean CRM Software by WorkWise 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.

User-Friendly Customization

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.

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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.

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Versatile Integration

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.

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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.

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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.

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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.

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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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Ready to learn more?

No confusing à la carte pricing or add-ons here. Simply choose between our Sales or Enterprise packages and our award-winning CRM software comes complete everything you need. Plus unlimited phone, email and chat support. Absolutely no hidden fees or extra charges.

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