Freshsales From $9/mo · Free plan 9.5 Visit Aptean CRM
aptean.com
Spec sheet
- Purpose
- Aptean CRM gives teams visibility across sales, marketing and service by bringing customer data together in one system.Read 13 Oct 2026 · aptean.com
- Intended users
- Aptean says CRM can benefit businesses managing customer relationships across sales, marketing or service, from growing organizations to established enterprises.Read 13 Oct 2026 · aptean.com
- Audience
- Aptean says CRM can benefit any business managing customer relationships across sales, marketing or service, from growing organizations to established enterprises.Read 12 Oct 2026 · aptean.com
- Support
- For the WorkWise ERP integration, Aptean says customers have one dedicated support team.Read 13 Oct 2026 · aptean.com
- Headquarters
- Alpharetta, Georgia, United StatesRead 19 Oct 2026 · aptean.com
- AI features
- YesRead 20 Sep 2026 · aptean.com
- Call center
- Call center features include real-time scripts, queue management and CTI integration.Read 13 Oct 2026 · aptean.com
- Customer service
- Service teams can access order history, activity and account data in a centralized system.Read 12 Oct 2026 · aptean.com
- Customer view
- The CRM shows customer interactions, history, preferences and real-time updates in one place.Read 13 Oct 2026 · aptean.com
- Customization
- The product includes customization and workflow tools for managing processes and data.Read 13 Oct 2026 · aptean.com
- ERP integrations
- Aptean lists integrations with its JustFood, bcFood, Made2Manage and WorkWise ERP editions.Read 13 Oct 2026 · aptean.com
- Free trial
- YesRead 20 Sep 2026 · aptean.com
- Marketing
- Marketing tools support multi-phase campaigns, website visitor tracking and opportunity generation.Read 12 Oct 2026 · aptean.com
- Marketing automation
- Marketing capabilities include managing multi-phase campaigns, tracking website visitors and generating opportunities.Read 13 Oct 2026 · aptean.com
- Microsoft integrations
- The product integrates with Outlook and supports exporting CRM data to Microsoft Word and Excel.Read 13 Oct 2026 · aptean.com
- Mobile access
- Aptean describes mobile apps for iOS and Android with customer data access, activity creation and task management.Read 12 Oct 2026 · aptean-website-dev.aptean.com
- Mobile app
- YesRead 20 Sep 2026 · aptean.com
- Open source
- NoRead 20 Sep 2026 · aptean.com
- Outlook add-in
- The Outlook Web Client Add-In can log emails and calendar events as CRM activities and associate them with matching contacts or companies.Read 13 Oct 2026 · aptean.com
- Pricing and evaluation
- The product page directs visitors to request a demo and does not state a price or trial offer.Read 12 Oct 2026 · aptean.com
- Reporting
- Reporting and dashboards provide visibility into sales pipeline, marketing performance and service activity.Read 13 Oct 2026 · aptean.com
- Sales automation
- Sales tools cover lead generation, pipeline management, order generation and email generation.Read 13 Oct 2026 · aptean.com
- Security and compliance
- Aptean describes its enterprise security posture as including NIST 800-53 security controls, SOC Type II independent auditor verification and GDPR compliance.Read 13 Oct 2026 · aptean.com
- Security controls
- Administrators can manage user and group permissions, data access, login lockouts and system auditing.Read 12 Oct 2026 · aptean.com
Plans and prices
Aptean CRM Priced on request Request pricing; pricing not listed Read 13 Oct 2026 · aptean.com
Where Specifiction places it
- CRM Software#65 of 2448.4
- Customer Relationship Management - Enterprise Software#8 of 228.6
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