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Aptean CRM Software


Complete CRM Software & Marketing Automation

Full Featured CRM Software

Aptean CRM is WorkWise’s sales and marketing automation software. From sales and customer service to marketing automation, marketing management contact center and mobile, Aptean CRM delivers a complete solution with unparalleled power and functionality. Plus, it’s the only CRM solution that includes built-in marketing automation and contact center software with no confusing pricing tiers. It has also been honored with a number of industry awards, including the ISM Top 15 Award and the 2014 TopTenREVIEWS Excellence Award.

Aptean CRM is adaptable and easy to use. Users can easily create new fields, screens, tabs, controls or workflows to capture unique requirements. You can also choose whether you want to deploy it in the cloud or on-premise. Aptean CRM also includes unlimited phone, email and chat support in both our on-premise and hosted (cloud) software plans, plus access to free online training.

Mobilize Your Sales Force

The CRM Sales Rep Portal gives your sales reps easy access to information required to close more deals, make decisions faster and improve communication and responsiveness to customer questions.

Included with Aptean CRM, the Sales Rep Portal provides salespeople in the field seamless access to all customer-related data maintained in Aptean Industrial Manufacturing ERP WorkWise Edition, including open orders, invoices, quotes, AR and more. Sales reps can create new quotes and access data from ERP or from CRM whether they’re in the office or on the go.

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Aptean CRM Software Features

Sales Automation

From lead generation to cultivating prospects and up-selling customers, Aptean CRM supports your sales staff throughout the entire sales cycle.

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Marketing Automation

From workflow builder and email marketing to lead processing and website visitor tracking, Aptean CRM’s marketing automation platform offers it all.

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Powered by Google Maps, our mapping functionality allows you to see other companies and prospects to better plan your trips and schedules.

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Customer Service

Deliver outstanding customer service. Efficiently track incidents, reference knowledge base articles, assign and escalate cases and streamline searches.

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Contact Center

Aptean CRM’s contact center software provides the tools you need to ensure all of your customer engagements are handled properly and productively.

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Mobile CRM

Take your data with you wherever you go! The Aptean CRM mobile app gives you fast access to your data from your smartphone or tablet.

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Cloud or On-Premise

Select the option that’s best for you. Aptean CRM lets you choose between cloud or on-premise solutions, and you can switch if your needs change.

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Build integrated marketing campaigns and analyze their effectiveness in order to determine where your marketing dollars are best spent.

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Customization Tools

Easily make changes to the application, such as adding new fields, extending the database, altering the user interface, and adding business logic.

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Aptean CRM Key Benefits

  • Complete solution for one low price
  • Unlimited support & training
  • Enhanced customer experience
  • Improved customer service
  • Enhanced sales cycle support
  • Better customer retention
  • Focused marketing efforts
  • Develop more opportunities
  • Easy to use and customize
  • Automated reports and analytics
  • Better coordination and cooperation among departments

Aptean CRM Key Features

  • Intuitive user interface
  • Aptean CRM QuickBooks integration
  • CRM Mapping powered by Google Maps
  • 6 suites and over 30 applications
  • Ability to track how prospects and customers visit your website
  • Aptean CRM mobile app
  • Users choice of CRM in the cloud cloud or on-premise deployment
  • Fully responsive interface that adjusts across all browser sizes and devices
  • Marketing and Sales automation abilities
  • Deliver outstanding customer service
  • Plan and carry out targeted marketing campaigns

CRM Pricing Simplicity

Finally. Simple pricing and a complete solution. Simply choose between our Sales or Enterprise packages and our award-winning CRM software comes complete everything you need.

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Ready to Learn More?

Ready to see how our powerful ERP software can benefit your business? Schedule your personalized, one-on-one demo today.

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