Aptean CRM

Aptean CRM Aptean CRM is a responsive, intuitive application that provides access to your CRM data from any mobile device, so you can work wherever you need to. Our complete mobile application provides anywhere, anytime access to your database of vital customer and prospect information. Check in on company and contact activity history, add new information into the database, schedule activities, and much more, giving you the flexibility to stay productive in your sales, marketing, or customer service role wherever you work. ON-THE-GO ACCESS Through the Aptean CRM mobile application, your valuable data is easily-accessible from anywhere, and on any device, increasing productivity, improving performance rates, and equipping your business with the tools to become more flexible. With the Aptean CRM mobile application, users can: • View up-to-date company and contact activity history prior to meetings and calls • Add new prospect and client information • Schedule activities for themselves and colleagues • Continuously receive new tasks, contacts, and other assigned data • Quickly log information from meetings, calls, and emails • Work with sales and marketing campaigns CUSTOMIZE WITH EASE Aptean CRM’s mobile application may be tailored with OnContact’s toolkit to fulfill specific requirements. Whether you need data filtered based on users or the ability to configure modules or sub-modules, this exciting new product delivers. Aptean CRM provides a number of customization features, including: • Filtering data available to users • Assigning new records to representatives at any time • No requirement for middleware components • Configurable modules and sub-modules • Customizable views of data for different users and/or groups • All clients have access to customized entities and related data APPLICATION REQUIREMENTS This application is designed to work with the Aptean CRM server solution. An Aptean CRM website is required to run this application. If you’re having trouble logging into the mobile app, please contact your WorkWise representative. Please visit https://aptean.com/solutions/business-solutions/products/aptean-crm for more information.