Aptean CRM vs. GCPay

This is a solid basic platform. It's not Salesforce but it IS integrated with IntuitiveERP and is included in the price. For the cost, you certainly can't get this type of functionality in other small CRM packages. If you have IntuitiveERP already and are looking to move towards a CRM package it's certainly a way to help you get your footing before deciding you need a larger scale package, but I don't know that you'd want to invest in Intuitive JUST for their CRM cycle.

Incentivized

Their customer service is top notch and as a whole I don't like customer service departments, but they listen to you and help you with your problem, this includes telephone service and email. Their email and telephone number is listed on every page of their website, unlike other companies that try and hide this information. They will train your company to use the system and your users, and the system can be used on any internet capable device such as computer, tablet, or phone. Subcontractors can fill out the invoice by percentage complete and/or actual dollar amounts, and they can easily upload photos or other documentation needed to complete the invoice. If you need to have document(s) notarized you can use your own service or GCPay has a service that will notarize the document(s) for you for a fee. Finally, you control the level of reviewers you want for your company and situation. We have some items that have 2 reviewers and others that only have 1 reviewer. Overall, we are very happy with this system and number of hours we save every week verses having to manually enter all of our subcontractor invoices

Incentivized

• Simple: it isn't too convoluted with too many features
• Flexible: user-defined fields are able to be added to every segment of both opportunities and incidents
• Dynamic: Integrates with the existing ERP system to pass customer and vendor data back and forth

Incentivized

• Customer Service to us and our subcontractors is top rated!
• Ease of entering the SOV and invoices by the subcontractor
• Constantly listening to possible improvements and implementing lots of these suggestions.
• Can implement multiple levels of reviews of invoices and/or waivers

Incentivized

• I was expecting some more flexibility in it.
• Its customer support is highly non-vigilant and should learn how to work responsibly.

Incentivized

• When waivers have been completed by the subcontractor, but have not been reviewed by the GC yet, I wish the OW tag would stay up until the waiver was either reviewed and approved or rejected. (OW stands for outstanding waiver)
• That the GC had the option to update the amount paid to the supplier. Right now if the unconditional lien waiver is received and is a different amount the only way to update this is sending GCPay an email. We don't do this and would love this as an option, so the tier vendor spreadsheet was accurate.

Incentivized

Its simple yet full-fledged interface is doing wonders in making our work time- effective. It is not just cost-effective but the marketing automation and sales force automation has proved very beneficial for us. By the grace of its reports, we can analyze intricacies.

Incentivized

Apean CRM gives adaptability in working hours to timetables and they give client service all day, every day. This application has progressed highlights CRM, Distribution of the executives, announcing/investigation. Thing and Support are simple to utilize and easy to adjust subject to the business. Modify reports and structures we can associate with no issue.

Incentivized

My expectations with Salesforce.com were quite high but it was a useless tool as it didn’t concede the nature of our work and had not had enough features to make our work manageable and we have witnessed no change in our customer relationship management but on the other side if I look at Aptean then it is far beyond words in its working capabilities.

Incentivized

We liked what they had to offer and didn't look at other programs.

Incentivized

• This is its other major feature that I consider as its strength as Salesforce automation helps in saving time.
• I am highly invigorated by the working capacity and the way it manages customer relations.
• It lacks Mobile access and any kind of web portal and it is a major drawback.

Incentivized

• The number of hours we save by not having to manually enter paper/email copies of invoices from subcontractors
• The number of errors saved by not completing invoices manually.
• The easy of reviewing the tier vendor report to see how balanced a subcontractor is with paying their suppliers/sub-subcontractors

Incentivized