TrustRadius: an HG Insights company

Aptean CRM

Score8.8 out of 10

10 Reviews and Ratings

Get a Demo

What is Aptean CRM?

CDC Software (CDC) and Consona Corporation (Consona), both enterprise application software (EAS) providers of on-premise and cloud technologies to form Aptean in 2012. Onyx supports more than 1,700 mid-market and enterprise customers in approximately 50 countries. While Onyx is largely known for its on-premise horizontal customer relationship management software suite, it also provides industry specific versions for the healthcare, financial services, professional services, contact center, high-technology and government vertical markets.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features Aptean CRM has to offer, as determined by TrustRadius' reviewers.
Based on 10 ratings of Aptean CRM's features
View all features

Top Performing Features

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.5

  • Contract management

    Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

    Category average: 7.8

  • Call center management

    This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

    Category average: 6.9

Areas for Improvement

  • Mobile access

    Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

    Category average: 7.7

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8

  • Reporting

    Software provides a broad range of standard and the ability to build custom reports.

    Category average: 7.6

Reviews

What users are saying about Aptean CRM.
View all reviews

A Spontaneous tool that is marvelous in the management of customer relationships.

Incentivized
Daniel JhosephView profile
Digital Marketing & eCommerce Manager in Marketing at Grafton International (51-200 employees employees)

Pros

  • Despite having a diverse form of features its audacity is worth appreciating.
  • Its integration works amazingly well and with almost all of the ERP solution tools.
  • Its reports are highly elaborative and have all the nitty-gritty details.

Cons

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

Return on Investment

  • 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.

Alternatives Considered

Salesforce.com

Usability

Aptean IntuitiveCRM is a powerful basic CRM package included in the price of IntuitiveERP

Incentivized
Craig CormierView profile
IT Manager in Information Technology at Anderson Power Products (51-200 employees employees)

Pros

  • 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

Cons

  • There is currently no web portal or mobile front for this CRM package
  • The simplicity sometimes can be a hindrance to deeper data dives.
  • The tracking of contacts if a bit complicated as far as database design goes, making cross-platform integration more difficult.

Return on Investment

  • Improved interaction with customers for incident management.
  • Greatly improved opportunity management.
  • Lead management for marketing is improved and centralized.

Alternatives Considered

Salesforce.com

Other Software Used

Aptean Intuitive ERP, Microsoft Office 2016, DevExpress Universal