Customer relationship management is a powerful tool that’s even more powerful when it can seamlessly integrate with other software platforms. Fortunately, Aptean CRM does just that. Our flexible solution integrates with WorkWise ERP, Microsoft’s wide array of applications, and QuickBooks, so you never have to worry about having your CRM not integrating with your other software applications.
Customer relationship management software that integrates seamlessly with WorkWise ERP or your existing provider.
Utilize our Microsoft Outlook integration, export your data to an Excel workbook for further analysis and so much more.
Access customer financial information from within Aptean CRM using our powerful QuickBooks integration.
Take advantage of a plethora of Microsoft products, seamlessly integrated with Aptean CRM, including:
Do you use ERP software? Does it integrate with your CRM system?
Did you know that you can actually get a better overall Return on Investment (ROI) by integrating your CRM and ERP applications? Since the two software solutions aren’t siloed, information is able to flow seamlessly between various departments, making everyone more efficient and cohesive. In addition, sales reps within the relationship management tool are able to access the centralized hub of data, including billing and product-specific information that would’ve been a hassle to find before.
Aptean CRM and WorkWise ERP offer pre-configured integration that’s backed by one united, powerful team, so you don’t have to worry about dealing with numerous support teams or multiple agencies. You’ll only ever have to work with one dedicated support team, giving you more time to focus on other important business matters.
Imagine: being able to view a customer’s complete financial and accounting information directly within your customer relationship management tool. No endless clicking through various screens or browsers, just one centralized database of information that’s easily accessible. With Aptean CRM, you can make this a reality. Aptean CRM software offers a seamless integration with QuickBooks online and desktop. Having an integrated accounting solution helps eliminate the risk of dual data entry within the database and empowers reps to view important financial information at their convenience.
Specifically, you’re able to do the following directly within the CRM application:
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 with everything you need. Plus unlimited phone, email and chat support. Absolutely no hidden fees or extra charges.