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Aptean CRM

Score8.8 out of 10

10 Reviews and Ratings

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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
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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