Freedom251 › Customer Relationship Management - Enterprise Software
Aptean CRM
by Aptean CRM
What Aptean CRM is
Aptean CRM brings customer information and interactions from sales, marketing, and service into one system. Its customer view can show interactions, history, preferences, and real-time updates together, while customization and workflow tools help manage processes and data. Sales tools cover lead generation, pipeline management, order generation, and email generation. Marketing functions support multi-phase campaigns, website visitor tracking, and opportunity generation. Service teams can access order history, activity, and account data centrally. Call-center capabilities include real-time scripts, queue management, and CTI integration. Reporting and dashboards cover sales pipelines, marketing performance, and service activity. Integrations include Aptean’s JustFood, bcFood, Made2Manage, and WorkWise ERP editions, plus Outlook, with exports to Excel and Word. iOS and Android apps support customer-data access, activity creation, and task management. Administrators can manage permissions, data access, login lockouts, and auditing. Pricing is available on request, and the product page directs visitors to request a demo.
Who it suits
Aptean CRM suits growing organizations and established enterprises managing relationships across sales, marketing, or service. It also fits teams needing mobile access, reporting, ERP connections, and controlled permissions.
What it does well
- Combines sales, marketing, and service data
- Includes pipeline and campaign tools
- Offers iOS and Android apps
- Provides reporting and dashboards
- Supports Outlook and ERP integrations
What to know first
- Pricing is available only on request
- No price is listed
- Open source is not supported
- The product page directs visitors to request a demo
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Aptean CRM | Request pricing; pricing not listed | On request |
As aptean.com lists them, read 13 Oct 2026. The maker's own page has the final word.
Verdict
Aptean CRM covers customer management across sales, marketing, service, and call-center work, with mobile apps and integrations. Organizations must request pricing and evaluate the system through the maker’s demo process.
Facts from Aptean CRM's own pages
- AI features
- Yes · aptean.com, 20 Sept 2026
- Audience
- Aptean says CRM can benefit any business managing customer relationships across sales, marketing or service, from growing organizations to established enterprises. · aptean.com, 12 Oct 2026
- Call center
- Call center features include real-time scripts, queue management and CTI integration. · aptean.com, 13 Oct 2026
- Customer service
- Service teams can access order history, activity and account data in a centralized system. · aptean.com, 12 Oct 2026
- Customer view
- The CRM shows customer interactions, history, preferences and real-time updates in one place. · aptean.com, 13 Oct 2026
- Customization
- The product includes customization and workflow tools for managing processes and data. · aptean.com, 13 Oct 2026
- ERP integrations
- Aptean lists integrations with its JustFood, bcFood, Made2Manage and WorkWise ERP editions. · aptean.com, 13 Oct 2026
- Free trial
- Yes · aptean.com, 20 Sept 2026
- Headquarters
- Alpharetta, Georgia, United States · aptean.com, 19 Oct 2026
- Intended users
- Aptean says CRM can benefit businesses managing customer relationships across sales, marketing or service, from growing organizations to established enterprises. · aptean.com, 13 Oct 2026
- Marketing
- Marketing tools support multi-phase campaigns, website visitor tracking and opportunity generation. · aptean.com, 12 Oct 2026
- Marketing automation
- Marketing capabilities include managing multi-phase campaigns, tracking website visitors and generating opportunities. · aptean.com, 13 Oct 2026
- Microsoft integrations
- The product integrates with Outlook and supports exporting CRM data to Microsoft Word and Excel. · aptean.com, 13 Oct 2026
- Mobile access
- Aptean describes mobile apps for iOS and Android with customer data access, activity creation and task management. · aptean-website-dev.aptean.com, 12 Oct 2026
- Mobile app
- Yes · aptean.com, 20 Sept 2026
- Open source
- No · aptean.com, 20 Sept 2026
- Outlook add-in
- The Outlook Web Client Add-In can log emails and calendar events as CRM activities and associate them with matching contacts or companies. · aptean.com, 13 Oct 2026
- Pricing and evaluation
- The product page directs visitors to request a demo and does not state a price or trial offer. · aptean.com, 12 Oct 2026
- Purpose
- Aptean CRM gives teams visibility across sales, marketing and service by bringing customer data together in one system. · aptean.com, 13 Oct 2026
- Reporting
- Reporting and dashboards provide visibility into sales pipeline, marketing performance and service activity. · aptean.com, 13 Oct 2026
- Sales automation
- Sales tools cover lead generation, pipeline management, order generation and email generation. · aptean.com, 13 Oct 2026
- Security and compliance
- Aptean describes its enterprise security posture as including NIST 800-53 security controls, SOC Type II independent auditor verification and GDPR compliance. · aptean.com, 13 Oct 2026
- Security controls
- Administrators can manage user and group permissions, data access, login lockouts and system auditing. · aptean.com, 12 Oct 2026
- Support
- For the WorkWise ERP integration, Aptean says customers have one dedicated support team. · aptean.com, 13 Oct 2026
Where Aptean CRM stands on Freedom251
- Customer Relationship Management - Enterprise Software#10 of 22
- CRM Software#138 of 244