Aptean OnContact CRM

Overview

Features

Ready to expect more from your CRM

With the ultimate flexibility of either Cloud or On-Prem solutions, Aptean OnContact CRM provides rich features from six suites, over 30 applications and seamless integration capabilities even featuring Outlook and Gmail integration.

Connect either email client to your CRM database, where new contacts, emails and activities can be added without switching between applications. Our CRM software also integrates with QuickBooks which provides simple accounting solutions.

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Aptean OnContact CRM Features

Sales Automation

Aptean OnContact CRM supports sales representatives through every phase of the sales cycle with its Sales Automation feature. From lead generation to prospect nurturing and pipeline management, the easy-to-use, adaptable solution steers users through daily actions including meeting scheduling, quote generation and sending emails. Our sales automation feature takes repetitive tasks and automates them, providing your sales team with more time to focus on customers and increasing sales.

Marketing Automation

Aptean OnContact CRM's Marketing Automation is an adaptable, all-in-one solution to help you reach your marketing goals. Users have the ability to execute and evaluate highly targeted, multi-phased marketing campaigns across all channels in order to deliver more revenue. With the ability to manage campaigns, process leads and track website visitors, our marketing automation feature offers a user-friendly platform meant to generate new opportunities and fill your sales pipeline.

CRM Tools

Thanks to do-it-yourself customizations, Aptean OnContact CRM gives users the tools needed in order for your business to thrive. This fully loaded solution includes user-friendly customizations such as the drag and drop UI application designer and a simplified workflow builder, which allows users to build and personalize an interface exactly how they want. Delivering functionality in one streamlined, intuitive platform, our CRM Tools solution will help set your business apart from the rest.

Management

No matter the size of your company, Aptean OnContact CRM’s Sales Management software keeps you informed and involved in all areas of your sales, marketing and customer service departments. With the ability to generate customer reports, automate tasks and processes as well as having complete visibility into your sales pipeline, our powerful solution delivers management tools needed to make strong, data-driven decisions while achieving faster results. Gain a bird’s eye view and take control of your business’s sales and marketing efforts.

Call Center

The Aptean OnContact CRM Contact Center solution is fully integrated with our comprehensive CRM offering, and was designed with workplace efficiency in mind. Provide your agents with customized, real-time scripts, create streamlined calling queues to maximize call timeliness, integrate directly with one of 30 CTI switches, and manage a variety of call programs, removing the risk of data loss.

Customer Service

Deliver outstanding customer service with the Aptean OnContact CRM Customer Service solution. Give customer service teams the necessary tools and data needed to resolve issues quickly, deliver accurate solutions and maximize productivity. Utilize interactive customer service reports and dashboards, to drill down into the details of their data, getting the correct information to the correct people.

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