Apetan CRM - CRM Tools

CRM Software Tools That Are Customizable, Flexible & Secure

Equip your business with the customer relationship management tools it needs to thrive. Aptean CRM comes fully-loaded with a suite of tools to help set your business apart from the rest.

From user-friendly customization features such as a drag and drop UI application designer and a simplified workflow builder, to our powerful ERP, Microsoft Office, and QuickBooks integrations, Aptean CRM delivers ultimate functionality in a streamlined, intuitive platform.

Plus we offer loads of security controls, document management resources and automatic deduping tools.

User-Friendly Customization

Build a custom CRM solution with our drag and drop UI application designer.

• Our do-it-yourself approach allows you to build an interface exactly the way you want it.

• Personalize each user’s experience with easy-to-use customization tools.

• Alter the software or add more features as your business grows.

• Create workflows without any programming knowledge.

Powerful QuickBooks Integration

Integrate seamlessly with Intuit QuickBooks and start managing customer information alongside their financial data.

• Integrates with QuickBooks Desktop and Online.

• Access accounting and financial information from within Aptean CRM.

• Generate QuickBooks invoices and estimates from sales orders in Aptean CRM.

• Bi-directional syncing of both customer and product information.

Versatile Integration

Integrate Aptean CRM with an array of powerful software solutions.

• Manage your emails all in one place with Microsoft Outlook integration.

• Export data and files to spreadsheets or documents via Microsoft Excel or Word.

• Have a centralized hub of data with a seamless flow of information between Aptean Industrial Manufacturing ERP WorkWise Edition and Aptean CRM.

• Connect with both desktop and online versions of QuickBooks.

Convenient Document Management

Store valuable documents, files and articles within your centralized, secure database.

• Never worry about misplacing documents or articles.

• Share important files across users and departments.

• Attach relevant files to various areas throughout the customer relationship management application.

• Stay organized by categorizing files and keeping them secure.

Functional Data Deduplication

Keep your data clean and eliminate dual data entry with Aptean CRM’s deduping tools.

• Check for duplicates automatically as you add new contacts or companies.

• Manually check for duplicates either all at once or over time.

• Utilize SoundEx technology to catch duplicate contacts, even if you spell a name incorrectly.

• Merge matching records into one “surviving” contact.

Invaluable Security Management

Ensure your application is protected and safe from unwanted users.

• Set permissions and lock out unwanted users with the click of a button.

• Create complex password requirements to protect your database.

• Do a system audit to find out who’s been making changes to existing records.

• Protect yourself from bad email addresses with automatic email validation.

• Decide what types of data, screens, or even dashboards you’ll allow users to access.

Business Process Repository (BRP)

Create, update and improve your processes with the help of BPR.

• Build a smart process repository that is automatically organized by department and role.

• Automatically document any business procedure.

• Record screenshots and step-by-step instructions as you perform processes.

• Output to the web, Microsoft Word, PowerPoint, or as a PDF.