Aptean CRM vs. Calendly

This is a solid basic platform. It's not Salesforce but it IS integrated with IntuitiveERP and is included in the price. For the cost, you certainly can't get this type of functionality in other small CRM packages. If you have IntuitiveERP already and are looking to move towards a CRM package it's certainly a way to help you get your footing before deciding you need a larger scale package, but I don't know that you'd want to invest in Intuitive JUST for their CRM cycle.

Incentivized

It's well suited for music students' lessons. It's well suited for online coaching, primarily through places like Zoom and more. It helps simplify things for your clients, lets you program your schedule, and allows it all to go automatically! If you are working with a senior population, it may be a little tricky for them to sign up and then really hard for them to cancel lessons. There isn't a way to go to the site and cancel. You have to pull up the confirmed email and cancel from there, but people can lose emails.

Incentivized

• Simple: it isn't too convoluted with too many features
• Flexible: user-defined fields are able to be added to every segment of both opportunities and incidents
• Dynamic: Integrates with the existing ERP system to pass customer and vendor data back and forth

Incentivized

• Sales. Easy for people to book so less back and forth.
• Managed access. Easy for me to offer people the "right kind" of slot - I have like 5 hidden event-types I share only with certain people so they can access different availability.
• Collaborative events! Some of us frequently meet in pairs or groups, e.g., one of our regional leaders and I have a shared link we can send out to people to find a time that works for all of us. LOVE this.

Incentivized

• I was expecting some more flexibility in it.
• Its customer support is highly non-vigilant and should learn how to work responsibly.

Incentivized

• If you have more than one company, you cannot use one account. This is the most difficult hurdle to me but still one I am willing to jump over considering all the benefits of Calendly.
• Adding custom color ability on event types. Example: One of my companies doesn't use any of the color choices. I would like to be able to color code those to my brand.
• Brand/Asset kit would be a wonderful addition. In profile settings, have a place to upload brand logo, assets, and brand color codes.

Incentivized

For all reasons like workflows, UI, and the way Calendly keeps all of us engaged through the Collective forum. It's indeed undeniable that no other product covers all business needs like Calendly does. On the other side, this has also reduced the workload by enabling us to focus more on other tasks for the day

Incentivized

Its simple yet full-fledged interface is doing wonders in making our work time- effective. It is not just cost-effective but the marketing automation and sales force automation has proved very beneficial for us. By the grace of its reports, we can analyze intricacies.

Incentivized

Calendly is extremely easy to use for selecting times and days for meetings. From my end, it's very easy to indicate the days and times that I am available for meetings. I have used other scheduling products, but Calendly has the smoothest way of operating. I highly recommend it for scheduling meetings

Apean CRM gives adaptability in working hours to timetables and they give client service all day, every day. This application has progressed highlights CRM, Distribution of the executives, announcing/investigation. Thing and Support are simple to utilize and easy to adjust subject to the business. Modify reports and structures we can associate with no issue.

Incentivized

There is a lot of support for Calendly. Whenever I have had issues navigating through it, especially as a new user, I found multiple support on the web addressing my questions or concerns. There is a lot of in app informative notes accessible to users to navigate through Calendly when needed.

Incentivized

My expectations with Salesforce.com were quite high but it was a useless tool as it didn’t concede the nature of our work and had not had enough features to make our work manageable and we have witnessed no change in our customer relationship management but on the other side if I look at Aptean then it is far beyond words in its working capabilities.

Incentivized

Everything I've said previously. It takes me entirely out of the loop of coordinating people's schedules, sending invites, booking time, ensuring they get a Zoom invite, etc. It does everything while I do next to nothing, which is as it should be. As a team of one, my time should be spent doing what I do best and getting paid to do: coaching, teaching, consulting, speaking, writing, and creating training content and workshops.

Incentivized

• This is its other major feature that I consider as its strength as Salesforce automation helps in saving time.
• I am highly invigorated by the working capacity and the way it manages customer relations.
• It lacks Mobile access and any kind of web portal and it is a major drawback.

Incentivized

• Over 300% as of last year. We had done a case study which was phenomenal because even I didn't know the numbers were that huge until we finally put pen to paper.
• Time!! I'm in the money business and you know Time is Money if you're in the same industry.
• Affordability. It doesn't break the bank for anyone - having an affordable product along with it being user friendly is a no brainer.

Incentivized