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Aptean CRM - Customization Tools

Aptean CRM - Customization Tools

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Aptean CRM - Customization Tools

1 Apr 2020

Aptean Staff Writer


  • A CRM Solution That’s Customizable Just for You
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No two businesses are identical. As such, there’s no one-size-fits-all software solution. We understand businesses require a solution that is flexible and customizable to fit their unique needs. We also believe in empowering our customers to make their own customization decisions regarding workflow, UI, database changes and more, without having to be professional programmers. That’s why we designed a customer relationship management solution that’s about as user-friendly as you can get, with extensive customization features and ultimate flexibility.

  • Make Your Own Changes. Easily add, change, or remove fields to build a software solution that fits your distinct needs.

  • Quickly Build Workflows. Build workflow directly into the application without writing any code or having to know how to program.

  • CRM Unique to the User. Give each department their own customized experience, or create different views for different groups.

Customization Made Simple


Aptean CRM is about as do-it-yourself as it gets when it comes to customer relationship management software. UI customizations are easier than ever with our intuitive drag and drop application designer. At your convenience, simply drag and drop fields where you want them and quickly build a user interface that meets your distinct needs and system requirements.

Simplified Workflow Builder

Ditch the idea that you have to be a well-versed computer programmer to customize your software. Our powerful workflow engine is built for marketing professionals, so you don’t have to write any code or be a developer to use it. Simply leverage the power of our workflow tool to implement time-saving processes, automate tasks, mass assign changes, execute multi-channel marketing campaigns, and more. Just a few of the options Aptean CRM gives you include:

Customization Features

  • Schedule tasks to run

  • Assign default values

  • Mass assign data changes

  • Automatically set emails to be delivered

  • Process data changes

More Features

  • Set escalations

  • Create automatic notifications

  • Execute highly targeted, multi-phased campaigns

  • And more

Make Changes as You Grow

Need to add new fields to your customer database? Looking to introduce new functionalities such as Marketing Automation or Contact Center? No worries. As your business grows and you begin to need more features, space, resources, etc., Aptean CRM will grow and expand with you. You can always add new tables and columns as you see fit, use only parts or all of the software features, and make changes whenever is most convenient for you.

You Don’t Need Permissions

With Aptean CRM, our goal is to empower the end user so that system administrators can focus less time on handling customizations, and more time on other business processes. Aptean CRM offers a configuration for storing data that defines searches, UI controls and more. Users can build on or change these controls in order to customize the interface to reflect their individual needs. With our advanced CRM security features, you can also define which users have the ability to make UI changes and other customizations.

Want to find out how our customer relationship management software, Aptean CRM, can help your business? Contact us today to chat with one of our experts or schedule a demo.

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