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What is Complyr?

Complyr helps organisations across all sectors replace spreadsheets and shared inboxes with complaint management software. Each case keeps evidence, documents, notes, actions and decisions together, with configurable workflows to guide the next steps. Teams can assign work, track deadlines, and use dashboards and audit logs for oversight. Custom reports on selected plans help managers analyse complaint volumes, outcomes and recurring issues. Professional and Enterprise plans add public case capture forms, a secure case portal for approved parties, document templates and custom reporting. Enterprise plan adds advanced workflow logic, custom dashboards, scheduled reports, custom integrations and historic data import. Complyr also offers a dedicated subject access request (SAR/DSAR) solution for data protection teams. Financial services teams can configure FCA DISP complaint workflows and support Consumer Duty oversight. Pricing is published, and a free trial is available after a demo.

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.

Media

Media

Integrations Supported

Integrations Supported

AXIO Advanced Projects
AlchemyTMS
Aptean Industrial Manufacturing ERP Workwise Edition
Kavida.ai
Longview Transfer Pricing
QuickBooks Online
QuickBooks Online Advanced
Simba

API Availability

Has API

API Availability

Pricing Information

£147/mth /3 users/Starter Plan
Starter Plan: £49 /mth, billed annually, or £57/mth, billed monthly - min 3 users

Professional Plan: £89/mth, billed annually, or £105/mth, billed monthly - min 5 users

Enterprise Plan: contact Complyr

Pricing Information

$60 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Complyr

Date Founded

2023

Company Location

United Kingdom

Company Website

www.complyr.co.uk

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

Categories and Features

Complaint Management

Case Management
Complaint Classification
Customer Complaint Tracking
Forms Management
Issue Tracking
Self Service Portal

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

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