Aptean CRM
The facts below are what the maker publishes about Aptean CRM, checked and dated. Our editors have not written about it yet.
Plans and prices
From Aptean CRM's own pricing page, checked 13 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Aptean CRM | Priced on request | Request pricing; pricing not listed |
The facts
Each one read from Aptean CRM's own pages, with the date it was checked.
What it does
- AI features
- Yeschecked 20 Sep 2026
- Audience
- Aptean says CRM can benefit any business managing customer relationships across sales, marketing or service, from growing organizations to established enterprises.checked 12 Oct 2026
- Call center
- Call center features include real-time scripts, queue management and CTI integration.checked 13 Oct 2026
- Customer service
- Service teams can access order history, activity and account data in a centralized system.checked 12 Oct 2026
- Customer view
- The CRM shows customer interactions, history, preferences and real-time updates in one place.checked 13 Oct 2026
- Customization
- The product includes customization and workflow tools for managing processes and data.checked 13 Oct 2026
- ERP integrations
- Aptean lists integrations with its JustFood, bcFood, Made2Manage and WorkWise ERP editions.checked 13 Oct 2026
- Intended users
- Aptean says CRM can benefit businesses managing customer relationships across sales, marketing or service, from growing organizations to established enterprises.checked 13 Oct 2026
- Marketing
- Marketing tools support multi-phase campaigns, website visitor tracking and opportunity generation.checked 12 Oct 2026
- Marketing automation
- Marketing capabilities include managing multi-phase campaigns, tracking website visitors and generating opportunities.checked 13 Oct 2026
- Microsoft integrations
- The product integrates with Outlook and supports exporting CRM data to Microsoft Word and Excel.checked 13 Oct 2026
- Mobile access
- Aptean describes mobile apps for iOS and Android with customer data access, activity creation and task management.checked 12 Oct 2026
- Open source
- Nochecked 20 Sep 2026
- 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.checked 13 Oct 2026
- Pricing and evaluation
- The product page directs visitors to request a demo and does not state a price or trial offer.checked 12 Oct 2026
- Purpose
- Aptean CRM gives teams visibility across sales, marketing and service by bringing customer data together in one system.checked 13 Oct 2026
- Reporting
- Reporting and dashboards provide visibility into sales pipeline, marketing performance and service activity.checked 13 Oct 2026
- Sales automation
- Sales tools cover lead generation, pipeline management, order generation and email generation.checked 13 Oct 2026
- 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.checked 13 Oct 2026
- Security controls
- Administrators can manage user and group permissions, data access, login lockouts and system auditing.checked 12 Oct 2026
- Support
- For the WorkWise ERP integration, Aptean says customers have one dedicated support team.checked 13 Oct 2026
Money
- Free trial
- Yeschecked 20 Sep 2026
The company
- Headquarters
- Alpharetta, Georgia, United Stateschecked 19 Oct 2026
Where it runs
- Mobile app
- Yeschecked 20 Sep 2026
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