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What is Aptean CRM?

Aptean CRM provides superior industry practices that focus on improving customer relationships while enhancing your market competitiveness. Are you ready to attain quantifiable business results while effectively managing risks and reducing expenses? This CRM solution offers a detailed perspective on your customer interactions. It has been meticulously designed to furnish your organization with accurate insights into sales, marketing, and customer service, ensuring seamless collaboration and organization among all teams. With a rich archive of marketing campaigns, sales activities, and service interactions, paired with valuable insights into customer behaviors and preferences, Aptean CRM software enables you to enhance each customer engagement and make well-informed choices based on real-time data. Additionally, Aptean CRM aims to streamline your business processes and automate repetitive tasks, which aids in saving both time and financial resources. The software supports your team throughout the entire sales process, from scheduling meetings and sending follow-up reminders to drafting emails and generating quotes, thereby boosting overall efficiency and productivity significantly. In conclusion, Aptean CRM not only promotes operational excellence but also cultivates enduring customer loyalty, ensuring that your organization thrives in a competitive landscape.

What is AppointmentCore?

Boost your prospect conversions, arrange additional meetings, and accelerate revenue growth. Optimize your closing process, shorten your sales cycle, and reclaim valuable hours for your team. By utilizing automation for follow-ups and reducing manual tasks, you can notably decrease no-show rates while ensuring seamless compatibility with your existing CRM system. It's crucial to assign every meeting to the right representative, regardless of your organization's complexity. AppointmentCore efficiently records meeting information, appointment changes, and disposition data directly into Salesforce or any CRM of your choice. Harness the power of automation and scheduling solutions to turn your top inbound leads into actual sales meetings, easily linking with any web form. With smart routing capabilities and customized CRM protocols, you can automatically allocate leads to the most appropriate representatives, streamlining coordination across multiple calendars and boosting overall productivity. This strategy not only simplifies workflows but also allows your sales team to concentrate on closing deals instead of getting bogged down by administrative duties. As a result, your organization will experience enhanced efficiency, enabling greater success in achieving sales targets.

Media

Media

Integrations Supported

AXIO Advanced Projects
Act-On
ActiveCampaign
Autoklose
Cisco Webex
Clearbit
ClickSend
Drift
Google Analytics
Gravity Forms
HubSpot Customer Platform
Insightly
Kajabi
LiveChat
ManyChat
Microsoft Teams
Sendoso
Trello
Twilio
Zoho Flow

Integrations Supported

AXIO Advanced Projects
Act-On
ActiveCampaign
Autoklose
Cisco Webex
Clearbit
ClickSend
Drift
Google Analytics
Gravity Forms
HubSpot Customer Platform
Insightly
Kajabi
LiveChat
ManyChat
Microsoft Teams
Sendoso
Trello
Twilio
Zoho Flow

API Availability

Has API

API Availability

Has API

Pricing Information

$60 per month
Free Trial Offered?
Free Version

Pricing Information

$8 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Aptean

Date Founded

2012

Company Location

United States

Company Website

www.aptean.com/en-US/solutions/business-solutions/products/aptean-crm

Company Facts

Organization Name

AppointmentCore

Company Website

get.appointmentcore.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

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