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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Aptean CRM offers leading industry practices aimed at enhancing customer relationships and bolstering your competitive edge. Are you prepared to achieve measurable business outcomes while managing risk and minimizing costs? This CRM solution provides a comprehensive overview of your customer interactions. It is specifically crafted to equip your organization with precise data on sales, marketing, and customer service, ensuring that all teams collaborate effectively and stay organized. With an extensive record of marketing initiatives, sales activities, and service engagements, along with insights into customer traits and preferences, Aptean CRM software empowers you to optimize every customer interaction and make informed decisions based on up-to-the-minute data. Furthermore, Aptean CRM is designed to simplify your business operations and automate routine tasks, which helps conserve both time and financial resources. The software assists your team throughout the sales cycle, from arranging appointments and sending follow-up reminders to composing emails and creating quotes, thereby enhancing overall efficiency and productivity. Ultimately, Aptean CRM not only supports operational excellence but also fosters long-lasting customer loyalty.

Description

Complyr gives teams across all sectors dedicated complaint management software to record cases, assign work and maintain oversight. It replaces spreadsheets and shared inboxes with a structured record of evidence, documents, notes, actions and decisions. Users can fully configure complaint stages, statuses and flags to fit their process, track deadlines and review progress through dashboards and audit logs. Role-based access helps protect case information. Professional and Enterprise plans add a secure case portal for approved external parties, public case capture forms, document templates and custom reporting. Enterprise includes advanced workflow logic, custom dashboards, scheduled reports, custom integrations and historic data import. Complyr also offers subject access request (SAR/DSAR) case management for data protection teams. Its financial services solution supports FCA DISP complaint processes and Consumer Duty oversight.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

AXIO Advanced Projects No 
AlchemyTMS No 
Aptean Industrial Manufacturing ERP Workwise Edition No 
Kavida.ai No 
Longview Transfer Pricing No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Simba No 

Pricing Details

$60 per month
Free Trial Yes 
Free Version No 

Pricing Details

£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
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Aptean

Founded

2012

Country

United States

Website

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

Vendor Details

Company Name

Complyr

Founded

2023

Country

United Kingdom

Website

www.complyr.co.uk

Product Features

CRM

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

Product Features

Complaint Management

Case Management Yes 
Complaint Classification Yes 
Corrective Actions (CAPA) No 
Customer Complaint Tracking Yes 
Feedback Management No 
Forms Management Yes 
Issue Tracking Yes 
Quality Assurance Management No 
Routing No 
Self Service Portal Yes 
Social Media Monitoring No 
Survey Management No 

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