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features
design
support

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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

Aptean is a world-leading provider of industry-specific software. This software helps distributors and manufacturers run their businesses efficiently and grows their profits. Aptean's products and services, as well as unmatched expertise, allow businesses of all sizes and industries to be ready for what's next, now®. Aptean has offices across North America, Europe, and Asia-Pacific. Its headquarters are in Alpharetta in Georgia. Aptean Food & Beverage ERP provides an end-to-end solution for food and beverage processors, manufacturers, distributors, and distributors.

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 
Kavida.ai Yes 
Longview Transfer Pricing Yes 
Microsoft Dynamics 365 No 
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 
Microsoft Dynamics 365 Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
Simba No 

Pricing Details

$60 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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 Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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) Yes 
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 Yes 
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

Aptean

Founded

2012

Country

United States

Website

www.aptean.com/en-US/solutions/erp/products/aptean-food-and-beverage-erp-bcfood

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

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management No 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Food Manufacturing

Compliance No 
ERP No 
Food Safety No 
Food Traceability No 
Ingredient Management No 
Production Scheduling No 
Quality Management No 
Recall Tracking No 
Recipe Management No 
Seasonal Demand Forecasting No 
Supply Chain Management No 

Food Service Distribution

Costing Yes 
Customer Management Yes 
Import / Export Management Yes 
Inventory Management Yes 
Lot Tracking Yes 
Order Management Yes 
Picking & Routing Yes 
Purchasing Yes 
Quotes / Estimates Yes 
Traceability Yes 
Vendor Management Yes 
Warehouse Management Yes 

Food Service Management

Costing Yes 
For Cafeterias No 
For Healthcare Facilities No 
Free / Reduced Meals No 
Inventory Management Yes 
Menu Planning No 
Nutritional Analysis No 
Online Payments / Funding No 
Point of Sale (POS) Yes 
Purchasing Yes 
Recipe Management Yes 
Schools No 
Tray Tracking Yes 

Food Traceability

CRM No 
Order Management Yes 
Product Lifecycle Management No 
Production Management Yes 
Quality Control Yes 
Recall Management Yes 
Recipe Management No 
Traceability Yes 
Traceback & Traceforward Yes 

Supply Chain Management

Demand Planning Yes 
Electronic Data Interchange Yes 
Import / Export Management Yes 
Inventory Management Yes 
Order Fulfillment Yes 
Order Management Yes 
Sales & Operations Planning Yes 
Shipping Management Yes 
Supplier Management Yes 
Transportation Management Yes 
Warehouse Management Yes 

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