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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Donarius® simplifies the process of managing customer relationships, sales data, leads, and accounts receivable. You can efficiently monitor sales, manage customer information, create invoices, send invoices as PDFs via email, and follow up on leads to attract new clients. Additionally, the software allows for customization of customer categories and traits, ensures you avoid duplicate entries by checking for existing customers, and offers various other features to enhance your business operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AXIO Advanced Projects Yes 
AlchemyTMS Yes 
Aptean Industrial Manufacturing ERP Workwise Edition Yes 
DonorDirect No 
Givelify No 
Kavida.ai Yes 
Longview Transfer Pricing Yes 
MoonClerk No 
PayPal No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Simba Yes 
Stripe No 
Tithe.ly No 
Worldline No 

Integrations

AXIO Advanced Projects No 
AlchemyTMS No 
Aptean Industrial Manufacturing ERP Workwise Edition No 
DonorDirect Yes 
Givelify Yes 
Kavida.ai No 
Longview Transfer Pricing No 
MoonClerk Yes 
PayPal Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
Simba No 
Stripe Yes 
Tithe.ly Yes 
Worldline Yes 

Pricing Details

$60 per month
Free Trial Yes 
Free Version No 

Pricing Details

$47.98 as a one-time payment
Free Trial Yes 
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
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 No 

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

Nuverb Systems

Founded

1993

Country

Canada

Website

www.donarius.com/contact.html

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

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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