A 360 degree view of your customers in one, central location.
Know Your Customers and Anticipate Their Needs
Keeping track of all your customer interactions can be difficult. Between sales, marketing and customer service there can be hundreds if not thousands of touch-points to manage. You need a simple, effective and reliable customer relationship management system that contains all the critical business information in one location for every employee to access, regardless of location. Aptean CRM is your solution. The SaaS software allows you to store customer interactions, streamline processes, improve relationships and enhance productivity. You will save time and money while driving better decision-making.
Key Features & Benefits
- Contact Management – Maintains a history of all customer and prospect interactions on a contact or company-wide level giving you a 360 degree view.
- Marketing Automation – Manage lead sources, campaigns and monitor asset performance to maximize marketing effectiveness.
- Streamline Sales Efficiency – Task automation, managing opportunities and streamlining forecasts keeps your teams focused and saves time and money.
- Improved Customer Service – With instant access to the help desk management system your teams can respond faster, more efficiently and anticipate the needs of your customers.
- Customized Integrations – Comprehensive bidirectional integration with providers such as Microsoft Outlook, Google Maps and Google Gmail allow all interactions to be stored in one, central location.
- Responsive Design, Including Mobile – Access your data on any device from anywhere. Aptean CRM is the only full-featured mobile CRM available on iOS or Android device.
- Intuitive Interface – User-friendly design allows your team to navigate effortlessly through the system so they can quickly access important customer data in record time.
- Customer Support – Live and on-demand trainings available to ensure seamless adoption and ongoing support.
The Aptean CRM connector for Microsoft Dynamics 365 Business Central is available free of charge with a subscription to the Aptean CRM product.
This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central (which must be installed in advance).
Canada, the United Kingdom, and the United States.